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CFO Alliance is proud to announce it is now part of the Atlantix Partners family of brands. Atlantix Partners is a leading consulting firm focused on the office of the CFO providing Accounting and Finance Advisory, Business Process Outsourcing, Digital Transformation and Information Technology Services. Its team brings decades of experience, delivering and executing actionable recommendations needed to efficiently scale any business. CFO Alliance is a CFO outsourcing and professional consulting firm with a dedicated team of financial leaders who specialize in transformation through accounting, strategic finance, business process improvement, and mergers & acquisitions. We find uncommon ways to help entrepreneurs, CFOs and their investors create conditions for enduring success. In every financial leadership role we play, we are an extension of our client’s executive team. We provide leadership and direction, helping teams realize their strengths, learn new skills, and overcome uncertainty. It’s our job to clarify and simplify processes, reduce resistance, and catalyze change. It’s our mission to help businesses and people prosper. Our clients choose us because we are incredibly technical. They love us because we are refreshingly human. Services: Outsourced CFO Strategic Finance & Accounting Process Transformation Mergers & Acquisitions Accounting as a Service Insurance Financial Consulting Special Projects
At WA Asset Management, we have been making the complex simple since 1999. Our Firm offers comprehensive investment management and financial planning services that are grounded in strong personal relationships, a disciplined approach and independent advice. Whether you are looking to develop a plan to achieve more or are nearing retirement and need a plan for living out the dreams you’ve worked so hard to build, we’re here for you. For more than two decades, we’ve been helping clients navigate the complexities and sophisticated needs that come with wealth. Our advisors offer a steady, experienced hand, and a trusted, collaborative partnership to guide you through whatever life may bring. We take the time to understand your unique needs and then we give all we have to help you thrive. We are an independent, fee-only Registered Investment Advisory (RIA) firm, with more than 40 team members across seven locations throughout Alabama, Florida and Georgia. We work with a diverse group of clients including high net worth individuals, families, corporate retirement plans, trusts, endowments and institutions, advising on assets in excess of $4 billion. Our corporate retirement plan solution includes plan design and consulting expertise services as well as investment management, and we serve as an ERISA 3(38) investment fiduciary. WA Asset Management is affiliated with Warren Averett, enabling us to offer a full range of accompanying services to help you manage your full financial life. Through our Women’s Wealth Connection, we also provide a tailored offering led by women advisors that combines the expertise of our financial, investment, tax and estate planning service areas into a specialized bundle of services just for women. We look forward to introducing you to our passionate, knowledgeable and driven team, and to discussing how we can help you live your life to the fullest, with the confidence and freedom to pursue your goals.
WeMortgage provides the best mortgage products at the best rates and with the lowest cost possible to fit our customers’ needs. There is no mortgage too big or small. There is no credit challenge that we will turn away. Best of all, we charge NO FEE's
JustiFi's mission is to democratize access to competitive payment processing rates and embedded fintech products. They aim to enable and empower vertical SaaS platforms to reach their greatest potential and to create a world in which any platform's ability to participate in the economics of funds flow isn’t limited to volume of funds or an objective set of rules - which historically has limited numerous platforms from dominating their corner of the internet.
BHG Financial is transforming the financial industry; leveraging the power of data, analytics, and cutting-edge technology to become not only the number one source for professional loans, but also the creator of the largest community bank loan and product network in the country. Since 2001, BHG has originated more than $18.5 billion in loan solutions to top-quality borrowers, which community and midsize banks can access via a state-of-the-art loan delivery platform. Building on nearly two decades of innovation, BHG and its family of brands now offer a full suite of financial solutions that span business, consumer, and SBA 7(a) loans, credit cards, collection services, risk management services, and point-of-sale financing. With record growth year after year, BHG continues to be recognized regionally and nationally: earning a spot on the Inc. 5000 for 16 years running, and receiving accolades from Great Place to Work® and Fortune magazine, among others. BHG is partially owned by Pinnacle Bank (PNFP) and has headquarters in Davie, FL, Syracuse, NY and Atlanta, GA.
Kava Labs is focused on democratizing financial services and making them openly accessible to anyone, anywhere in the world. We started out by building the Kava blockchain, a foundational platform designed to provide the most safe, secure, and reliable experience for accessing Decentralized Financial(DeFi) apps and services. Today that platform manages over $1B in assets on behalf of users and is growing rapidly. We are a remote-first, globally distributed team that values first principle thinking, experimentation, and learning to ensure long-term success. We are not dogmatic in our approach, but we are relentless in our pursuit to create impactful technology for the future. We have a diverse set of backgrounds, skills, and culture but we’re all united in our passion about building new open financial infrastructure — together, so that our efforts will make a real impact and create lasting change in the world.
Know Your Customer (KYC) regulation is evolving and so are the costs and impact on the global financial industry. Encompass' intelligent process automation platform for KYC dramatically improves the client experience, significantly speeding up KYC processes. Encompass automates gathering, processing and collation of primary and premium information and news discovery for KYC purposes - be that for new customer onboarding, event-driven refresh, or remediation. Using customers’ existing internal KYC policies and processes, Encompass constructs corporate ownership structures, discovers beneficial owners, and comprehensively screens entities and persons for risk - be that across structured watchlist data sets or unstructured adverse media sources. Advanced intelligent process automation builds a comprehensive KYC profile from multiple sources, facilitating fast, confident decisions. Encompass delivers a single platform to manage clients from large corporations through to small and medium sized enterprises and individuals.
The Amherst Group ("Amherst") is a diversified data-driven investment management platform at the crossroads of global capital markets and U.S. real estate, offering strategies up and down the real estate capital stack. As of December 31, 2023, Amherst manages $18.5 billion deployed across real estate debt and equity strategies in mortgage-backed securities, commercial real estate, and single-family residential.
At Glassman Wealth Services, we are here to help uncomplicate the financial decisions you need to make now, and we continue to guide you as your life’s situations change. First, and most importantly, we are a fiduciary which means that we put your interests first. Period. We sell no products, we have no quotas. Our relationship with you and your family is unbiased and dedicated solely to your best interests. Next, we put you at the center of what we do by designing our services to meet your needs. Whether you’re looking for investment strategies to help you meet your goals, or require more comprehensive financial planning, our deep experience and expertise are here to help you effectively manage your family’s wealth. We invite you to explore the difference through our Investment Management and Financial Planning services. Or Contact Us at 703-534-4444 to begin a conversation.
Strategic Financial Solutions is an award-winning financial services firm that is dedicated to helping people burdened with debt. We leverage a highly consultative approach to deeply understand the needs of our clients and use this information to create a personalized debt relief program that includes debt consolidation loans and debt resolution programs. Since Strategic was founded over thirteen years ago, we have used this unique approach to successfully resolve more than $1 billion in debt and fund loans for over 100,000 clients across the United States. We have worked diligently for the past 13 years to build a world-class organization worthy of the recognition and respect of leading bench-marking organizations and some of the most highly respected media outlets. We have been honored to receive numerous awards that reflect our commitment to create a best-in-class organization and culture. We have been named to the Inc. 500, certified multiple times as a Great Place to Work, been named to the Crain’s Fast 50 list in consecutive years and have been selected as a Best Company to Work for In New York for three consecutive years. More information can be found at www.stratfs.com.
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Organized in 1995, Farm Credit Financial Partners, Inc. (FPI) is the largest and most innovative provider of technology products and services to the Farm Credit System. A customer-owned service organization, FPI supports five agricultural credit associations (ACAs) from Maine to California with over 62,000 members and $40 billion in Farm Credit assets. Through a customer focused approach, FPI is improving lending for American agriculture with technology that is robust, reliable, and intuitive.
We provide advisory, trade execution, and technology solutions for interest rate and foreign exchange derivatives, and international payments. Our clients include community and regional banks, asset managers, credit unions, and corporate borrowers. We're proud to be recognized as FOW International’s 2021 “Multi-Asset Trading System of the Year” and Global Capital’s 2022 “Risk Management Advisory Firm of the Year.” With U.S. offices in Chicago, New York, and San Francisco, Derivative Path is proud to be majority employee-owned and venture-backed by FTV Capital.
Access Point Financial (APF) is a direct hospitality lender that provides bridge, capex, construction, mezzanine, preferred equity and permanent financing to qualified hoteliers throughout the United States and Canada. Our loan programs are flexible and are typically used for acquisition, refinance, construction take-out, renovations or brand-mandated PIPs, and value-add transactions, such as asset repositioning, hotel conversions and ground up construction. Our programs are designed specifically for the hospitality industry and offer an alternative to bank financing. We understand the complexities of the industry and are uniquely positioned to customize our loan programs to meet the needs of our clients even during periods of volatility.
Tiverton is an agricultural asset manager managed by farmers and financiers. We are passionate about Advancing Ag - Financially, Agronomically & Environmentally. We partner with and invest in production agriculture businesses and professionals throughout the Ag value chain
Since 1988 Academy Mortgage (NMLS #3113) has provided exceptional service and the best solutions and tools to help individuals and families achieve successful homeownership. Our company is recognized and respected nationwide for our unwavering commitment to responsible lending, especially in today's rapidly changing economy. We are one of the top independent purchase lenders in the country as ranked in the 2018 CoreLogic Marketrac Report (published January 2019). As more banks and lenders consolidate operations and service offsite, we have the distinct advantage of being a direct lender--all loan processing, underwriting, closings, and funding are handled locally. As a result, loans close in a matter of days rather than months. Academy Mortgage is headquartered in Salt Lake City, Utah; has over 250 branches across the country; and is licensed to process loans in 49 states and Washington DC. For more information, contact us at www.AcademyMortgage.com or find us on Facebook at www.facebook.com/AcademyMortgage. Call us Toll-Free at (800) 660-8664. This site is not authorized by New York State Department of Financial Services. No mortgage loan applications for properties located in the state of New York will be accepted through this site. We caution potential borrowers about submitting complaints using this social media site. CAUTION: This social media site is in a public domain. Users of this site should be aware of the risks associated with third party links and providing non-public personal or private information on social media sites. The user is advised to direct any relevant inquiries or complaints through our company website at www.academymortgage.com or www.amclending.net. Here is the link to our Privacy Policy https://academymortgage.com/privacypolicy/index Corp NMLS #3113 | Academy Mortgage is an Equal Housing Lender
Evolve Mortgage Services is a top provider of on-shore outsourced mortgage services and a complete software platform to support full digital eMortgages. Evolve enables companies to eliminate roadblocks and focus their valuable resources on growth. The company’s services empower mortgage lenders, servicers, and investors to reduce inefficiencies in their mortgage loan process and dramatically improve profitability. Formerly known as MRN3, Evolve was founded in 1999 as a spin-off from one of the industry’s then-largest mortgage due diligence providers. Since then, Evolve has handled millions of loans and helped more than 500 companies streamline their operations, accelerate growth and scale profitably. Many of the industry’s largest organizations rely on Evolve to handle their mortgage outsourcing needs to scale on demand without increased risk, including 4 of the top 15 lenders. Further, Evolve is approved by all major rating agencies for RMBS third-party reviews. Evolve takes a customized approach to every client, delivering services either as seamless components or as end-to-end loan solutions. The company also has more than two decades of experience providing leading-edge technologies that enable companies to thrive without requiring any IT and staff resources of their own. Evolve’s technologies and services cover: Point of Sale Client Portal Loan Underwriting Product, Pricing, Eligibility and AUS Appraisal Management Platform End-to-end Fulfillment Correspondent Loan Acquisition TPR Securitization Document Management Encompass Connector SigniaDocuments eSign/RON eVault eRegistry eMortgage Evolve provides eMortgage services through its subsidiary, SigniaDocuments, the industry leader for Category 1 SMARTDocs and home to the nation’s most advanced loan document engine. Much more than a “doc prep” company, SigniaDocuments empowers lenders to create a truly digital mortgage process that lowers costs and streamlines closings.
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LTSE is the business ecosystem helping innovative companies at all stages drive long-term profit with purpose. We're accelerating the transition to a new kind of capitalism. LTSE is capital market infrastructure that prioritizes ongoing innovation. We pair new technology with long-term listing standards to keep companies building for generations.
As the state’s largest workers’ compensation insurance carrier, we are committed to keeping workers safe and helping Colorado businesses thrive. We make a difference by helping Colorado put care to work. We are fiercely devoted to keeping workers healthy and safe — every moment of every day. We believe our work shapes communities and changes lives. It takes a diverse pool of caring people to achieve this mission — people like you. We’re humbled to be recognized as one of Colorado’s Top Large Employers by The Denver Post in 2023, making it the seventh consecutive year we earned a spot on the list of top companies to work for.
Trading.TV is a content-driven financial services company for the next generation of investors. Our mission is to empower anyone to achieve financial freedom by merging entertainment and fintech into a simple, but powerful social experience. The platform enables creators to produce fun, interactive and informative content that investors can easily consume, take part in and act on by trading mentioned assets, from stocks and crypto to NFTs and collectibles – all in one place. Founded on the belief that everyone is a trader and anything is an asset, Trading.TV supports living life on your own terms, free from the shackles of working dead-end jobs just to make ends meet. Our tight-knit, distributed team is backed by world-class venture capital firms and investors, including Lightspeed, Activant, L Catterton, Tribe Capital and Navy Capital. We know that information is power, and we’re harnessing that power to build an accessible platform that allows anyone to invest in a better tomorrow. Download our app today! https://apps.apple.com/us/app/trading-tv-stream-chat-trade/id1607959985
INTEGRA has been changing the landscape of the lending technology industry for over 22 years. INTEGRA started in 1996 with mortgage technology and recently expanded to provide consumer and commercial technology for our financial institution customers. Our newest platform, EPIC, is ideal for any lender providing mortgage, consumer, and commercial loans in a 100% browser-based environment. Our sole purpose is to partner with banks, credit unions, and mortgage companies to deliver lending technology of the future. Contact Integra at [email protected] or call 615-595-0900
