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Create a company profileBlackRock is a global asset manager. We help investors build better financial futures. As a fiduciary to investors and a leading provider of financial technology, our clients turn to us for the solutions they need when planning for their most important goals. Our founding mission was to establish a firm that thinks differently about managing investment risks to best serve our clients, and this is still at our core today. We challenge businesses to reach higher standards. We use technology to think beyond what’s possible. We provide investment solutions for every need. We aim to simplify a complex world. We help chart paths towards financial health. We are BlackRock, and we are invested in your financial well-being. Follow us for global insights shaping the economy, thought leadership, and more information on culture and careers at BlackRock. https://www.blackrock.com/corporate/compliance/social-media-guidelines
Webster is a leading commercial bank that delivers financial solutions to business, individuals, families and partners. With more than $60 billion in assets, we offer digital and traditional service delivery through our differentiated lines of business: Commercial Banking, Consumer Banking and HSA Bank, one of the country’s largest providers of employee benefits solutions. Webster Financial Corporation and its subsidiaries ("Webster") are equal opportunity and affirmative action employers M/F/D/V. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, marital status, national origin, ancestry, citizenship, sex, sexual orientation, gender identity and/or expression, physical or mental disability, protected veteran status, or any other characteristic protected by law. © 2021 Webster Financial Corporation. All rights reserved. Webster Bank, the Webster Bank logo and the W symbol are trademarks of Webster Financial Corporation and Registered in the U.S. Patent and Trademark Office.
HPS Investment Partners is a leading global investment firm that seeks to provide creative capital solutions and generate attractive risk-adjusted returns for our clients. We manage various strategies across the capital structure that include syndicated leveraged loans and high yield bonds to privately negotiated senior secured debt and mezzanine investments, asset-based leasing and private equity. The scale and breadth of our platform offers the flexibility to invest in companies large and small, through standard or customized solutions. At our core, we share a common thread of intellectual rigor and discipline that enables us to create value for our clients, who have entrusted us with approximately $102 billion of assets under management as of July 2023. HPS has approximately 196 investment professionals and over 600 total employees, and has fifteen offices globally.
WM Partners is a middle-market private equity firm specializing in buyout investments in the health and wellness sector. WM Partners seeks to acquire small and medium size businesses with attractive growth prospects and generate sustainable, long-term value through its operational expertise in the health and wellness sector, and strategic business approach working in collaboration with experienced management teams. WM Partners is certified as a diverse-owned firm by the National Association of Investment Companies. WM Partners is based in Aventura, FL.
In the race to sameness, the financial services industry is attempting to fit advisors and their clients into an increasingly limited set of solutions. Conversely, Regal does not subscribe to a one size fits all approach as each advisor’s business, and their client’s financial needs and circumstances, are unique and deserve the appropriate attention. Regal provides an Open Solution Partnership with our advisors to help them serve their clients without quotas, mandates, or grid compression. We proudly support advisory, brokerage and hybrid business models to help advisors serve clients’ best interest and we offer affiliation for Independent Advisors, Employee Advisors, and full Enterprise Solutions. Regal Securities is an independent Broker/Dealer and wealth management firm entrusted by our clients to help them navigate their financial and family journey. Regal provides brokerage and advisory solutions (through Regal Advisory Services, Inc.) created to strengthen and accelerate our advisors’ business success. Personalization and creative thinking are the foundation for our concierge service & transition team. Regal places the client and their advisor center stage to empower a life of purpose and abundance. Looking for a white glove service model and the family culture? Please contact us to start a conversation that can lead to the next step of your life and business journey of empowerment. Regal provides full service custody functions, state-of-the-art technology and execution capabilities in all major markets for Registered Representatives, Broker-Dealers, Registered Investment Advisor firms and Independent Investment Advisor Representatives through Regal Advisory Services, Inc., a Regal affiliated firm.
Oportun is an A.I.-powered digital banking platform that seeks to make financial health effortless for anyone. Driven by a mission to provide inclusive and affordable financial services, Oportun helps its nearly 1.5 million hardworking members meet their daily borrowing, savings, banking, and investing needs. Since inception, Oportun has provided more than $12 billion in responsible and affordable credit, saved its members more than $2 billion in interest and fees, and automatically helped members set aside more than $7.2 billion for rainy days and other needs. In recognition of its responsibly designed products, Oportun has been certified as a Community Development Financial Institution (CDFI) since 2009.
We're making Africa the first cashless continent. In 2017, nearly 60% of adults in sub-Saharan Africa had no bank account. That's for good reason—the fees are too high, the closest branch can be miles away, and nobody takes cards. Without access to financial institutions, people are forced to keep their savings under the mattress. Small business owners rely on lenders who charge extortionate rates. Parents spend hours waiting in line to pay school fees in cash. We're solving this by building financial services that just work: no account fees, instantly available, and accepted everywhere. In places where electricity, water and roads don't always work, you can still send money with Wave. In November 2017, we launched a mobile app in Senegal for cash deposit, withdrawal, and peer-to-peer and business payments. In 2019, we expanded to Cote D'Ivoire. Now, we have millions of users and are growing fast. Our goal is to drive financial inclusion and make Africa the first cashless continent
Earnin’s mission is to build a financial system that works for people. Every year, while Americans wait for their paychecks, more than $1 trillion of their hard-earned money is held up in the pay cycle. As a result, we accumulate over $50 billion in late and overdraft fees and turn to high-interest loans. We seek to eliminate those fees and put money back into workers’ hands. Our financial system doesn’t work for people. But Earnin does. Earnin is an app that lets people get paid as soon as they leave work, with no fees, interest, or hidden costs. App users can receive their money in their bank account instantly at little or no cost — as we operate on a pay what you choose model. All they need is a bank account and a job that provides direct deposit or uses electronic timesheets. At Earnin, we’re building the way we think a financial system should work for everyone, not just the people who can afford it. We help people take control of their money and get to a better financial place. Our goal is not only to provide great products at little or no cost to the people who need them but also to inspire kindness across the financial world and eventually across all industries.
Summit Partners was founded in 1984 with a commitment to find and partner with exceptional entrepreneurs and help them accelerate their growth and achieve dramatic results. Since then, Summit has become the investment partner of choice for many of the best growth companies in the world. We’ve invested in more than 550 companies in technology, healthcare, life sciences and other growth industries. These companies have completed more than 175 public equity offerings, and more than 200 have been acquired through strategic mergers and sales. Notable companies backed by Summit include: Acacia Communications, Avast, Brooklinen, E-TEK Dynamics, Fermentas International, FleetCor Technologies, Flow Traders, HealthCare Partners, HealthSun Health Plans, Integrated DNA Technologies, Jamf, Klaviyo, LifeStance Health, MDVIP, NetWitness Corporation, Ogone, optionsXpress, Telerik, Tiny Prints, Ubiquiti Networks, Veepee and Web Reservations International. Summit is currently managing more than $35 billion in capital dedicated to growth equity, fixed income and public equity opportunities, and has a team of more than 100 investment professionals worldwide. Summit has the capital, resources and expertise to support growth.
Who we are Guardian makes a difference in the lives of people when they need us most. With over 160 years of stability and fiscal integrity, we are a trusted resource to generations of families and business owners, inspiring well-being and helping build financial confidence. Today, we stand behind 29 million consumers, helping them prepare and plan for a bright future for themselves and their families. We help business owners care for their employees. And we help people recover and thrive in times of unexpected loss. As a modern mutual insurance company, we believe in driving value beyond dividends. We invest in our colleagues and are building a progressive, innovative and inclusive culture. We uplift individuals and communities through thoughtful social and environmental programs. What we stand for In 1860, a community of immigrants joined together to insure and protect their businesses and families. They were guided by powerful ideals that we’ve continued to stand behind and evolved throughout the years: we do the right thing, we believe people count, we courageously shape the future together, and we go above and beyond for the people we serve. Guardian employees embrace and live by these values every day. They remind us to put people at the heart of all we do so that we can help protect what matters most to you. Want to help bring these values to life? Join us for a rewarding career and the opportunity to shape the future. Disclosures: Financial information concerning Guardian as of December 31, 2022, on a statutory basis: Admitted assets = $76.0 billion; liabilities = $67.2 billion (including $55.0 billion of reserves); and surplus = $8.8 billion. Dividends are not guaranteed. They are declared annually by Guardian’s Board of Directors. Guardian® is a registered trademark of The Guardian Life Insurance Company of America. © Copyright 2023 The Guardian Life Insurance Company of America 2023-156184 Exp. 5/25
Since 1931, Capital Group, home of American Funds®, has been singularly focused on delivering superior results for long-term investors using high-conviction portfolios, rigorous research and individual accountability. As of December 31, 2021, Capital Group manages more than $2 trillion in equity and fixed income assets for millions of individual and institutional investors. Capital Group is a private firm that employs more than 8,000 associates and has offices in Europe, Asia, Australia and the Americas. For more than 90 years, our goal has remained the same: to improve people’s lives through successful investing. *** We’ve been made aware of an employment scam fraudulently using Capital Group’s name. Please note: Capital Group currently does not offer 100% remote work positions. On average, the interview process can take one to three months to go from resume submission to offer. Financial transactions are never part of the job onboarding process. For your own cyber safety and security, if you suspect fraud, please do not respond to or interact with messages claiming to be from Capital Group. You can also contact [email protected] to verify a job opportunity. *** For important legal information please click the company details website link: https://www.capitalgroup.com/us/landing-pages/linkedin-terms-of-use.html
Trade, borrow, and invest on a single decentralized platform, powered by blockchain technology
Zenwork, through its Tax1099 and Compliancely brands, is a fast-growing digital tax compliance and regulatory reporting technology company, with 10+ years of experience powering informational tax returns and compliance checks on behalf of its customers base. The company currently serves over 100,000 customers nationwide, including 30,000 CPA firms, as well as enterprise customers such as Allbirds, Berkshire Hathaway, GrowthForce, Rover, Deloitte, and others.
ATLAS SP Partners is a global investment firm providing tailored solutions, industry expertise and execution certainty on asset-backed financing and capital markets activities that fuel business innovation and growth. We offer a suite of flexible solutions across asset-backed warehouse financing, forward flow and asset purchase, and capital markets and distribution services. Companies of all maturities, from early-stage growth to large public companies, operating across real estate, corporate and consumer financing turn to ATLAS SP Partners for capital and advisory solutions. To learn more, please visit www.atlas-sp.com
At Trustly, we envision a world in which online payments are fast, simple and secure for everyone — merchants, consumers and banks alike. One hundred years ago, cash was king. People got paid in cash, carried it in their wallets, and bought things with it at the local store. Payment was easy. Oh, how the times have changed. Today, our salaries are deposited straight into our bank accounts and we shop online, from merchants all around the world. So why is it so hard to pay straight from our bank accounts? For consumers, paying online should be as easy as sliding a bill across the counter. And accepting payments and issuing refunds should be the least of merchants’ worries. Credit cards, debit cards, e-wallets, invoices and cash-on-delivery are all middlemen levying fees, debt and interest for the simple task of moving money from one person to another. At Trustly, we work hard to make online payments easy.
One Equity Partners is a middle market private equity firm with approximately $10 billion in assets under management focused on transformative combinations within the industrial, healthcare and technology sectors in North America and Europe. The firm builds market-leading companies by identifying and executing transformative business combinations. OEP is a trusted partner with a differentiated investment process, a broad and senior team, and an established track record generating long-term value for its partners. Since 2001, the firm has completed more than 300 transactions worldwide. OEP, founded in 2001, spun out of JP Morgan in 2015. The firm has offices in New York, Chicago, Frankfurt and Amsterdam.
Wealthfront is a nextgen banking service. We help you manage your money for both your short-term and long-term goals by providing a Cash Account with checking features and high interest, best-in-class automated investment management, and free financial advice, anytime you want it. We entered into the banking space in a big way this year with the launch of our cash account that offers an interest rate 5x greater than the national average. We’ve been overwhelmed by the response and have grown nearly 100% this year already to manage nearly $20 billion in total client assets. Our ultimate vision is to optimize and automate all of our clients’ finances and build what we call Self-Driving Money™️. We want clients to be able to automatically deposit their paycheck into their Wealthfront account, and let us take care of the rest — paying their bills, topping off their emergency fund or 401(k), and investing the rest based on their specific goals and lifestyle. Join us so you can help us turn this industry on its head and build a service that our clients don't just like, they love. Wealthfront integrates investing and banking services to make it delightfully easy to build long-term wealth. We're on a mission to build a financial system that favors people over institutions and we're just getting started. Through the power of automation, we deliver personalized, powerful products to help both sophisticated investors and those just starting out learn, lower their costs, and grow their wealth. We're one of the highest rated financial app in the Apple App Store and have been recently named the best robo-advisor and cash management accounts by Nerd Wallet and Investopedia. Want to help us re-architect the financial industry?
Headquartered in Boca Raton, Florida, TouchSuite is one the of country’s leading B2B FinTech companies. Throughout the years, TouchSuite has made repeat appearances on Inc. Magazine’s “Inc. 500” list of the fastest-growing private companies in America. Originally founded to serve as a merchant processor, TouchSuite has evolved into an award-winning company that provides payment processing and merchant solutions for businesses of all sizes. At TouchSuite we focus on having a team-oriented winners’ mentality with every challenge and opportunity we approach. Our core values are intrinsic to our current and continued success, delivering fintech solutions that help business owners thrive within the community. Our tools have been designed with business owners in mind — our goal is to assist growing businesses reach the next level of success. We offer point-of-sale systems that are fully integrated with affordable payment processing services. Take a Tour - https://youtu.be/nYy6e16S5FI In addition to our POS systems and merchant processing, we offer SEO solutions, access to working capital and marketing and sales services. TouchSuite’s suite of tools caters to full-service restaurants, quick service restaurants, food trucks, salons, spas, retail establishments, festivals and businesses on the go. We provide innovative, scalable and affordable solutions for businesses seeking a true advantage when it comes to efficiently managing their business.
Capstan Tax Strategies delivers engineering-driven specialty tax solutions that maximize the valuable tax benefits of real estate holdings. By complementing and collaborating with accounting firms, we arm commercial real estate owners, executives, and tenants with the data and analysis required to accelerate depreciation, maximize deductions, and capture tax credits. With thousands of successful studies completed, the team behind Capstan is experienced, skilled and committed to client success. The new Capstan brand reflects our vision for dynamic growth based on strong client relationships. The Capstan name is quite new, but the Capstan team consists of the same seasoned professionals you know and trust. . Capstan works closely with property owners and their representatives to understand each client’s unique situation and to optimize tax efficiencies using customized tax strategies. Our clients trust our experience in selecting the most appropriate strategies and rely on our skill in implementing the related studies. Degreed Capstan engineers employ thorough methodology and the latest technology to perform studies with precision and speed. Every report undergoes a rigorous engineering and tax quality review to ensure the accuracy, quality, and consistency of information we deliver to clients. NASBA-certified, the tax experts at Capstan also provide a suite of continuing education options for CPAs through live seminars, webinars and customized in-house programs. Headquartered in the Greater Philadelphia area, Capstan serves clients nationwide. For more information, please visit www.capstantax.com or call 215.885.7510.
Christianson PLLP is a Certified Public Accounting Firm who is dedicated to providing solutions to our clients needs. We have dedicated sigificant time and resources to ensure that our staff, at all levels, has the knowledge to meet the specific needs of our clients. Industries we serve include: Agriculture, Construction, Health Care, Hospitality, Manufacturing, Non-profit and Renewable Energy We also provide a Practice Monitoring Program for other accounting firms If you are looking for an accounting firm who is dedicated to your success you have found it with Christianson PLLP.