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Families, foundations and institutions deserve a wealth partner who thinks in decades, not days. R. M. Davis embraces this mindset. We take pride in helping our clients build enduring legacies since our founding in 1978. Today, with more than $4 billion in assets under management, we are the trusted partner to discerning individuals and organizations seeking quality advice from an experienced firm. We provide a broad complement of wealth services and solutions, spanning across all wealth and life stages. We offer investment management, trust and estate services, financial planning, and personal affairs management. The R.M. Davis experience is different. When it comes to our clients' wealth, we are their first call. We know their hopes, dreams and fears -- and provide guidance along the journey of life. We're just as likely to meet with clients around their kitchen table as we are in a conference room. We continuously strive for better. We want to be better colleagues, better partners to our clients, and and better members of our community. Come visit us in our Portland or Portsmouth offices. Or better yet, let's meet at your kitchen table. Call us today to learn more. ~R.M. Davis does not accept endorsements, testimonials, or recommendations.~
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Founded in 1999, TowneBank is a company built on relationships, offering a full range of banking and other financial services, with a mission of serving others and enriching lives. Dedicated to a culture of caring, Towne values all employees and members by embracing their diverse talents, perspectives, and experiences. Today, the bank operates over 40 banking offices throughout Hampton Roads and Central Virginia, as well as Northeastern and Central North Carolina – serving as a local leader in promoting the social, cultural, and economic growth in each community. Towne offers a competitive array of business and personal banking solutions, delivered with only the highest ethical standards. Experienced local bankers providing a higher level of expertise and personal attention with local decision-making are key to the TowneBank strategy. Towne has grown its capabilities beyond banking to provide expertise through its controlled divisions and subsidiaries that include Towne Investment Group, Towne Wealth Management, Towne Insurance Agency, Towne Benefits, TowneBank Mortgage, TowneBank Commercial Mortgage, Berkshire Hathaway HomeServices Towne Realty, Towne 1031 Exchange, LLC, and Towne Vacations. NOTICE TO CONSUMERS REGARDING MARYLAND LENDER LICENSEES: TowneBank is licensed to engage in business as a Maryland Mortgage Lender and assigned a unique NMLS identifier number: 512138. The NMLS Consumer Access Website is linked here: www.nmlsconsumeraccess.org Interested in joining the Towne Family? Available positions are listed at www.townebank.com/careers. TowneBank and its affiliate companies support a diverse workforce and are Equal Opportunity Employers who do not discriminate against individuals on the basis of race, color, religion, national origin, age, sex (including pregnancy and gender identity), genetics, sexual orientation, disability, veteran status or other classification protected by law.
Millennium is a global alternative investment management firm, founded in 1989, which manages $54.9 billion in assets. We seek to pursue a diverse array of investment strategies across industry sectors, asset classes, and geographies. Our four primary strategies are RV Fundamental Equity, Equities Arbitrage, Fixed Income Strategies, and Quantitative Strategies. Millennium was founded on the belief that innovation and results come from empowering talented, independent-minded individuals. To us, success is the combination of drive and discipline. See our community guidelines at: mlp.com/guidelines
Drive Casa is a family-oriented used car dealership offering in-house financing for all credit types on a large selection of quality vehicles. Our entire team at Drive Casa is focused on one goal: driving you happy. Each of our high-quality pre-owned vehicles goes through a multi-point inspection and have a vehicle history report. Additionally, to keep you happy and on the road, we provide complimentary oil changes along with a limited warranty! We want to drive you happy today, tomorrow and long after the purchase of your car. We want you to have a comfortable, friendly, and low-pressure car buying experience when you come to Drive Casa. We are proud to be a part of the Dallas community, and we love helping our customers get into their perfect vehicles. Let us find you an affordable pre-owned vehicle that will not only make you happy today, but tomorrow and the day after.
Canalyst is the leading destination for public company data and analysis. The company’s SaaS platform provides instant access to the cleanest, richest, best structured fundamental data and models on global public companies. Hundreds of firms across financial services and corporate markets globally rely on Canalyst to reduce duplicative work and ground their financial analysis on sound fundamental data. Founded in 2015, Canalyst employs 200 people with offices in New York and Vancouver. Visit canalyst.com to start a trial or learn about joining the Canalyst team.
REIMAGINE RETIREMENT INVESTING AltoIRA offers an easy-to-use investing platform that empowers everyday investors to diversify their IRAs by investing in alternative assets such as private equity, venture capital, real estate, loans, and cryptocurrency. Offering traditional, Roth, SEP and Crypto IRAs, Alto is bringing alternative investments to the mainstream. Everyday investors can now easily and cost-effectively access their retirement savings to invest in assets once reserved solely for high-net-worth individuals. Investors can use their Alto IRA to invest in opportunities from their own private network or participate in deals offered by Bitwise, DiversyFund, Fundr, Masterworks, Republic, Vint, and numerous other investment platform partners. Americans can now access tens of trillions of dollars in retirement savings to invest in what they want.
Sound Payments creates simplified, cost-effective technology solutions in the payments, financial services and health industries. We are innovators who offer the best in software development, state-of-the-art equipment, unparalleled technical and customer service delivery, training, advanced security and compliance -- all through cost-effective and flexible subscriptions.
PGIM, the investment management business of Prudential Financial, Inc.* is a multi-manager that delivers industry-leading strategies and solutions to clients. Each business maintains its own investment process and culture, allowing for a singular focus on delivering investment returns for clients. The PGIM businesses offer investors a wide range of investment strategies across asset classes and geographies, including public equities, public and private fixed income, commercial mortgages and real estate. Clients of PGIM can rely on superior long-term performance, risk management expertise and innovative products to help them realize a wide range of business objectives. In addition, PGIM uses its collective knowledge and business expertise to work with public, private and non-profit sector partners to create solutions that address critical social issues that have an enduring impact. *Prudential Financial, Inc. of the United States is not affiliated in any manner with Prudential plc, incorporated in the United Kingdom or with Prudential Assurance Company, a subsidiary of M&G plc, incorporated in the United Kingdom.
Sometimes an unexpected event can throw your life and your finances off balance. Things break. Somebody gets sick. You didn’t see “it” coming, and now “it” is knocking on your door. Balance Credit is a company that’s here to help. Balance Credit offers unsecured installment loans and credit services for people who need cash, fast**! Good credit or bad credit, we can provide a quick and convenient alternative to payday and title loans, and in most cases, you can get cash as soon as tomorrow!* After a short application, we usually provide a decision in a matter of seconds. We offer you clear rates and terms, toll-free customer support, and the ability to pay off early with no penalties, at any time. Balance Credit is licensed and regulated in each U.S. state where we operate. So for life’s little emergencies, count on Balance Credit and consider it done!
Mozido created a mobile financial services platform that helps people manage money easier and cheaper than traditional methods. Using just the mobile phone, customers of brands using Mozido’s platform can buy goods, make payments, and send money more conveniently and at a lower cost than using a bank or a credit card. More and more people around the world are choosing to manage their money themselves, via their mobile phone, instead of relying on, and paying fees to, traditional financial institutions. It’s these people – the unbanked and underserved, and those who realize we are all underserved by today’s traditional financial models – which Mozido serves best. Mozido’s mobile payments platform includes mobile financial services, city services, loyalty programs, and solutions for financial services and retail. Our cloud-based platform is highly interoperable and can work with virtually any wireless carrier or mobile device, and can integrate with mobile offerings from other vendors. For more information, visit us at www.mozido.com. Follow us on Twitter: @MozidoGlobal
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For more than 150 years, Pacific Life has helped millions of individuals and families with their financial needs through a wide range of life insurance products, annuities, and mutual funds, and offers a variety of investment products and services to individuals, businesses, and pension plans. Whether your goal is to protect loved ones or grow your assets for retirement, Pacific Life offers innovative products and services that provide value and financial security for current and future generations. Pacific Life counts more than half of the 100 largest U.S. companies as its clients and has been named one of the 2022 World’s Most Ethical Companies® by the Ethisphere Institute. For additional company information, including current financial strength ratings, visit www.PacificLife.com. Pacific Life refers to Pacific Life Insurance Company and its affiliates, including Pacific Life & Annuity Company. Client count as of June 2022 is compiled by Pacific Life using the 2022 FORTUNE 500® list. Learn more about Pacific Life: www.instagram.com/pacificlife www.twitter.com/pacificlife www.facebook.com/PacificLife www.youtube.com/user/PacificLifeInsurance Please review our social media guidelines: paclife.co/social
G20 Ventures is the capital partner that helps Web3 communities grow with smart money, great storytelling, and the right connections. Web3 isn’t about crypto, blockchain, or tokens. It’s about using those tools to bring people together… to share their ideas, coordinate their work, and align their interests. That's what we've always done, and what we do now.
Finfare is building an intelligent banking and financial ecosystem for businesses and individuals alike. We have an ambitious plan of rolling out products that sets new industry standards for customization, security, and tangible benefits. We believe in smart finance-management; which is why we are building our platform on the backbone of modern AI. Whether you’re looking for streamlined operations, or to modernize and optimize personal finances– Finfare has the answer!
G-Research is a leading quantitative research and technology firm, with offices in London and Dallas. We hire the brightest minds in the world to tackle some of the biggest questions in finance. We pair this expertise with machine learning, big data, and some of the most advanced technology available to predict movements in financial markets. We take pride in our dynamic, flexible and highly stimulating culture where world-beating ideas are prized and rewarded. We employ some of the best people in their field and are keen to nurture their talent in a supportive working environment.
Abe.ai (an Envestnet | Yodlee solution) builds artificial intelligence (AI)-powered virtual assistant products & infrastructure for the finance industry. Financial institutions of every size--from small credit unions to the largest banks--use our software to create AI-powered human-like experiences to scale proactive support and engagement with their consumers. Our solutions allow financial institutions to engage with their consumers via rapidly-growing channels like voice devices and messaging systems to conduct a wide variety of financial tasks and transactions. Founded with the vision of creating simplicity and convenience in everyone’s financial lives, Abe's conversational banking platform offers financial institutions a fully customizable, all-in-one banking solution to engage consumers. Emphasizing a great user experience, Abe is easy to deploy and maintain so financial institutions can get to market within weeks - not months or years.
Venteur helps businesses to provide their employees with the care they need to live healthier lives -- and at a fraction of the cost. With more choice and control, individual employees can prioritize well-being and financial success.
Freestone is an independent, fee-only wealth advisor to select high net worth individuals and families. We offer a full suite of services to help protect, grow and transfer your wealth and address all aspects of your financial life, giving you the freedom to focus on what truly matters.
Serving the American Dream Through Attainable Home Ownership. Since opening our doors in 1999, Cascade Financial Services has grown to become one of the most trusted lenders in Attainable Housing. Our goal is to help thousands of families realize the dream of home ownership by offering mortgage loan solutions customized to the manufactured housing marketplace leveraging state-of-the-art business automation coupled with the most skilled professionals in the industry. The Cascade culture lives in our team members!!! We are focused and dedicated to developing and providing a platform for growth. We are proud of the team that we’ve built and are looking for great people who will embrace our values and contribute to them: Be Unique, Be Innovative & Be Ambitious. Together, we will continue to lead the way and make a difference. We believe in work/life balance and a positive/family-like work environment. We're hiring! Check out our current career opportunities: https://boards.greenhouse.io/cascadeloans NMLS #89599
Since 1934, 1st MidAmerica Credit Union has been helping families achieve their financial goals. 1st MidAmerica is a not-for-profit financial cooperative dedicated to the financial success of its members. 1st MidAmerica is a full service financial institution offering mortgages, auto loans, checking accounts, money markets, certificates, kids club programs, commercial services, investment options, and mobile banking. With a mission of exceeding member expectations, 1st MidAmerica focuses on building relationships with members on a foundation of trust and outstanding service.
Heartland, part of Global Payments Inc. (NYSE: GPN), is one of the largest payment processors in the United States, delivering credit/debit/prepaid card processing and security technology through Heartland SecureTM and its comprehensive Heartland breach warranty. Heartland also offers point of sale, mobile commerce, e-Commerce, marketing, payroll solutions and related business solutions and services to more than 400,000 business and educational locations nationwide. Heartland is the founding supporter of Merchant Bill of Rights, a public advocacy initiative that educates merchants about fair credit and debit card processing practices. Heartland also established Sales Professional Bill of Rights to advocate for the rights of sales professionals everywhere.
