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Our team of dedicated and knowledgeable business lending experts thrive at assisting financial institutions. Whether it's support with underwriting, servicing, and documentation services for loans, or developing commercial lending policies and procedures, we pride ourselves in helping your financial institution get the most out of your portfolio. Introducing the Digital Business Lending Center, a new online application portal that allows credit unions and community lenders to cost-effectively originate small business loans and compete with online lenders. With this easy-to-use, 24/7 tool, borrowers are guided step-by-step through the application process and can upload any required loan documentation themselves. In just a few minutes, the portal transmits the completed application to Lucro for expedited processing. Lucro will provide a condensed-format credit memo complete with recommendation and risk rating for you to decision the loans. We can take the loan application process from 30 hours to 30 minutes.
The Hebets Company is a financial services company based out of 2575 E Camelback Rd, Phoenix, AZ, United States. Securities offered through Kestra Investment Services, LLC (Kestra IS), Member FINRA/SIPC. Investment advisory services may be offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Kestra IS and Kestra AS are not affiliated with NFP or its subsidiaries. Investor Disclosures: https://bit.ly/KF-Disclosures.
Create a generation of people who are disciplined and wise with their money Too many families are being overlooked because most financial service firms focus primarily on the wealthy. Left to fend for themselves, the average American family is up against staggering odds without the help of a trusted financial representative. The focus of our company is to provide households with information, tools, and strategies to help them make good and informed financial decisions. Through our relationships with some of the most respected financial services companies in the world, we help our clients understand their needs and clarify their options. At TFI, we are driven by our desire to help the American family get into a better, stronger financial position.
Your Money Line is financial wellness finally made simple. We help employers help their employees with personal finance questions answered in real time, by real experts. TRUE: "Financial stress" amounts to hours and hours of lost productivity every year. — 43% of employees spend more than 3 hours a week thinking or distracted by their personal finances at work.* Navigating a global pandemic, economic unrest, and a retirement crisis, this lost time hits their employer on the bottom line. Your Money Line is powered by financial expert and author Pete the Planner®. Our dedicated Financial Concierge Team are all trained money experts, like CFP®s, AFC®s, and more. Welcome to your next partner in employee wellness. It's nice to meet you.
Since 2000, our professionals have purchased over $1.5 billion in structured settlements, annuities, lottery receivables and other similar cash flows. We recruit and retain the best people in the settlement industry.
Carpenter, Evert and Associates is a Minneapolis-based CPA firm specializing in client-focused accounting services. Carpenter Evert offers a wide range of services to Twin Cities businesses, non-profits and individuals. Services include: ~ Monthly accounting, bookkeeping, and payroll services for small businesses ~ Tax preparation and year-round planning for businesses and individuals ~ Accounting software consultation and training, QuickBooks Certified ProAdvisor ~ Business consulting including business start-ups, human resources, and marketing ~ Audit and assurance services customized for non-profits and small businesses Personal service and professional commitment has been our goal since 1985.
Prospect Capital Management is an alternative asset manager with over $6 billion of assets and offices located across the United States. Since its inception in 1988, Prospect has been a leader in the alternative investment industry and developed a reputation for managing private assets with an emphasis on preserving capital and providing attractive total returns for investors. Primary investment strategies include real estate private equity, middle-market buyouts, middle-market direct lending, and structured credit. Prospect was built on the principles of open discussions and merit-based decision making. Over time this approach has helped develop a proven and repeatable investment process resulting in a track record of success managing investor capital across multiple economic cycles. Prospect now employs over 100 total professionals with over 50 focused exclusively on investments. Prospect Capital is led by CEO John F. Barry III and President & COO Grier Eliasek.
For over 20 years, JT Stratford has helped individuals just like you plan for their financial future. Today, JT Stratford, LLC, an SEC registered investment advisory firm, is one of the premier financial planning and investment management firms in the Southeast. The firm provides innovative investment management and employee benefit solutions to individuals, corporations, and institutions. Contact us to speak with an advisor, or visit our website - www.jtstratford.com - and see how easy it is for you to get started. Securities are offered through Silver Oak Securities, Inc. Member FINRA/SIPC. Investment Advisory Services are offered through JT Stratford, LLC. JT Stratford, LLC and Silver Oak Securities are separate entities.
At Home1st Lending LLC , we treat each customer as an individual, not a number. We don't place you into a loan profile formula created by the banking industry. We use "common sense" and will help you obtain the best loan possible. We represent a wide range of "A" rated lenders with first quality rates to private "hardship" lenders. We work with more than 60 of the biggest lenders in the industry. This allows us to get you the best rates on all types of loan programs including: Fannie Mae and Freddie Mac H.A.R.P. 2.0, Conventional, Jumbo, FHA, VA, USDA, Reverse Mortgages & Commercial.
Adamson + Co., P.A. is an innovative provider of accounting and business services. The Firm has experience with a wide variety of local, state and national clients, including professional relationships with law firms, banks and financial institutions, investment companies, computer-related companies, agricultural enterprises, governmental entities, manufacturing and industrial companies and numerous other service providers. The Firm’s CPAs have over 190 years of combined experience in public accounting, private enterprise accounting and executive level management.
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Providence Equity Partners is a premier private equity investment firm with approximately $32 billion in aggregate capital commitments. Providence Equity Partners pioneered a sector focused approach to private equity investing with the vision that a dedicated team of industry experts could build exceptional companies of enduring value. Since the firm's inception in 1989, Providence has invested in more than 170 companies and has become a leading private equity firm specializing in growth-oriented investments in media, communications, education and technology. Providence Equity Partners is headquartered in Providence, R.I. (USA) and also has offices in New York and London. Visit www.provequity.com/portfolio for a comprehensive list of all investments.
WealthMD was founded by Seth Cohn and Scott Varon. Originally college friends, they reconnected in 2002 as seasoned financial services professionals and quickly discovered they had similar financial philosophies. Years before they went into practice together, Seth had seen firsthand that doctors received little education on personal finances and efficient practice management. As Seth and Scott joined forces, they continued to enhance the popular Business of Medicine lecture series. Seth and Scott put their heads together and decided they could expand the lecture series to additional teaching hospitals in Atlanta and beyond. The partnership grew from there, and together they co-founded the firm now known as WealthMD. Today, WealthMD’s team of advisors focuses on the financial planning needs of healthcare professionals – from residents to established physicians to CRNAs, in almost every single specialty.
Solid is a modern fintech infrastructure provider – a one-stop shop that offers a fully integrated and compliant suite of fintech services – think AWS for FinTech or simply FinTech-as-a-service! On Solid's fully managed infrastructure, any company can quickly build and launch embedded fintech products such as bank accounts, crypto wallets, payments, and cards to their users. The company owns the experience and has little or no regulatory overhead. Integration is a light technical lift, a matter of calling modern APIs and a few lines of code, facilitating lightning-fast speed to market. Solid's clients include established FinTechs (such as Plate IQ and Paystand), SaaS leaders (such as Shifl and Everflow), and rapidly growing startups (such as Lumanu and Starlight). Headquartered in San Mateo, CA, Solid is backed by FTV Capital, Headline, Base10, Grishin Robotics, and Abstract Ventures.
MindBridge is a global leader in financial risk discovery and anomaly detection that helps financial professionals access better ways of working by identifying, surfacing, and analyzing risk across broad financial datasets. The application combines audit and finance expertise with data science and AI ingenuity to support professional judgment and serve the human need for financial transparency. MindBridge’s patented platform uses a unique set of risk detection and exposure techniques to build trust in your numbers and reduce uncertainty by providing key insights into the financials of the business. As the volume and variety of financial data grow, MindBridge is the only solution that can scale for hundreds of millions of transactions with greater analytics performance and responsiveness, turning data into useful information for quicker decision making. MindBridge is recognized by the World Economic Forum as a Technology Pioneer, and by Forbes as a Top 50 AI Firm to Watch for its contribution to transforming accounting and financial professionals’ ability to analyze data. We anticipate and meet the highest standards of quality and ethics. Our technology was the first to receive a comprehensive audit and green status by Holistic AI across all four categories of Privacy, Explainability, Robustness, and Bias while operating as designed for algorithm audit and safety. MindBridge was the first Audit and Financial Analysis Software tool to have gone through the rigorous evaluation methodology of the ICAEW Technology Accreditation Scheme and is the first private sector signatory to the Montreal Declaration for a Responsible Development of Artificial Intelligence. MindBridge has completed its SOC 2 and SOC 3 and ISO 27001, 27017, and 27018 examinations and serves customers in audit and advisory, enterprise, government, and financial institutions around the world, delivering innovations to enable strategic and secure digital transformation.
Continental Finance is one of America's leading marketers and servicers of credit cards.
The leader in Non-QM Lending. Acra Lending has been redefining and writing the new rules of Mortgage Lending. We serve Mortgage Professionals in the following states: AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, KS, KY, LA, MD, MI, ME, MN, MT, NC, NE, NH, NJ, NV, OK, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI & WY. https://acralending.com/company/#state-licensing-information
USALLIANCE Financial is an innovative, dynamic, and industry-leading financial Cooperative that offers a full range of banking and loan products. We are currently serving 136,000+ members across the nation with over $2 Billion in assets. As a full service not-for-profit financial institution, we offer a variety of banking products and services – Checking and savings accounts, credit cards, loan products, and financial services. USALLIANCE was founded in 1966 by former IBM employees based on the shared Cooperative mission: “People helping people”. Unlike big banks, we do not pay shareholders. Rather, our income recirculates back to our members in the form of lower fees and better interest rates. In addition, our members have access to 5,800+ Shared Branch facilities and 30,000+ Surcharge free ATMs throughout the nation in support of our Cooperative initiative. We take pride in ourselves and our members. To learn more about USALLIANCE Financial, please visit our website.
MSD Partners, L.P. is a leading investment firm focused on maximizing long-term capital appreciation across its core areas of investing expertise – Credit, Growth, Private Capital and Real Estate. The Firm deploys capital on behalf of Dell Technologies founder and CEO Michael Dell and his family, as well as other like-minded, long-term-oriented investors. MSD Partners, which operates from offices in New York, Santa Monica and West Palm Beach, manages in excess of $20 billion.
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.
National Credit Care started with a grassroots approach to helping the 80% of Americans with credit inaccuracies. We found that focusing on details and offering comprehensive options to clients that have gained an understanding for being best known for our creative and customized credit solutions: - Credit Report Analysis - Credit Report Consultation - Direct Creditor Contact - Error Correction/Removal - Identity Theft/Fraud Clean Up Assistance No other company couples the credit restoration process with all of these services, which is why we can confidently state that we offer the only full-service, one-stop credit restoration program anywhere. Credit Consulting for home buyers.
