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Neighborhood Trust is a national nonprofit financial services innovator built for workers. We partner, co-create and innovate to build financial products, services and benefits for workers who traditionally have had to rely on debt to make ends meet. Millions of workers, despite having a job, are financially insecure. And the financial services marketplace contains few effective solutions for helping low-income workers escape debt and build wealth. We believe it’s time for a change. Through our solutions including TrustPlus and Pathways to Financial Empowerment, we connect workers to safe and effective products and services that lead to financial security. But we don’t stop there. By providing our data and insights to strategic partners including customers, banks, fintechs, policymakers and NGOs, we push the marketplace to prioritize low-income workers and be more accountable to their specific financial needs. Our vision and deep understanding of the complex challenges facing low income workers has been shaped by over 25 years experience providing financial guidance and partnering with employers and players across the financial services industry. By combining our commitments to data, innovation and financial justice, we have a unique ability to transform the marketplace of financial services, products and benefits.
Gomez & Company is a full service certified public accounting firm located in Houston, Texas. Our primary goal is to provide the highest level of quality service to our clients. In order to accomplish this goal, we employ the best professional people available. These employees then concentrate their expertise either in auditing and accounting, tax or consulting areas. The company was founded in August 1985. The firm adheres to the strictest ethical standards of the certified public accounting profession to provide independent and confidential professional services. Gomez & Company understands that to properly serve our clients needs and to provide our clients with the depth and breadth of experience needed, we must provide a multi-discipline approach in the form of auditing, taxation, and management consulting services. To achieve this result, we have assembled a team of professionals with diverse experience and expertise to provide the highest professional service to our clients.
Pluto will bring the power of automated investing to retail traders of all background by removing complexity and creating a powerful and accessible suite of tools.
CRMNEXT is a specialist Customer Relationship Management solutions company. It has 1 Million+ users who manage more than 1 Billion customers across 30+ countries in Asia, Europe, North America, Middle East, and Africa. Its customers include several of the largest and fastest-growing brands in the world who rely on its banking CRM, Insurance CRM and Financial Services CRM solutions for all their sales, onboarding, servicing and cross-sell needs. It is helping customers to set the standard for removing obstacles and friction across channels; creating award-winning customer engagement and efficient business growth. It has to its credit, the largest banking Customer Relationship Management implementation in the world with 325,000+ users, across 5,000+ locations and 19 countries. With proficiency in creating customer journeys from digital onboarding through all aspects of assisted services, it is focused on the delivery of high impact CRM solutions. Its products are built on a shape-shifting architecture which makes them extremely flexible with the ability to be customized and configured for complex scenarios across multiple verticals. It currently serves customers from 11 industry verticals including CRM for Banking, CRM for Securities, CRM for Wealth management, CRM for Insurance, CRM for Financial services, CRM for Pharma, CRM for Healthcare, CRM for Retail, CRM for Manufacturing, CRM for Media and CRM for Education.
Etana Custody is a Colorado chartered trust company regulated by the Colorado Division of Banking. As an independent, qualified custodian, we offer global custodial and trade support solutions for institutions, corporations, exchanges, and individuals. Our industry-leading suite of global custody and trade support solutions for fiat and digital assets provides peace of mind for our clients, knowing their assets will always stay protected and secure.
MOVO® Digital Cash. Next generation digital banking with powerful, secure and fast payment functionality. MOVO® is more than a banking service, a mobile payments wallet or a financial hub. It’s an all in one-digital-financial solution designed for speed and backed by unparalleled security, so you can do more with your digital cash network in real time, right from the app. Use MOVO Pay® to send and receive digital cash usually in minutes. Plus, expect no delays or holds on your funds, you can use it right away. Create digital CASH Cards for the most secure, quick, and convenient payment process. Schedule and pay bills fast and on the go using eCheckbook. Load cash to your MOVO Account™. Find the nearest Mastercard rePower® locations to easily load cash at thousands of stores. Transfer funds from another bank account to MOVO® or from PayPal, Venmo, Square, Cash, Google Wallet, and other payment platforms. Third-party fees may apply. No cost direct deposit your paycheck for same day access and use of your cash. Manage account balances, deposits, and transactions. Live customer support. Reach our MoPros at (844) 659-0351 or email us at [email protected]. MOVO® is available to consumers regardless of financial background or credit history. Because we put security first, enrollment requires applicants to go through ID verification which includes providing personal information such as SSN, DOB, and address. Federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an Account. When you open a MOVO Account™, we will ask for your name, address, date of birth, and other information that will allow us to identify you. We may also ask for a copy of your driver’s license or other identifying documents. Account opening is also subject to other fraud prevention measures. #LetsMOVO Download the App: https://apps.apple.com/us/app/movo-digital-cash-network/id1538828856
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.
ARC Management Group is a veteran-owned & operated full-service billing, collection, and litigation firm. Since 2005, we have established a national presence. Our unique combination of experience & technology allows us to provide the best service with our experience & tiered collection philosophy. Our contingency collection services are solutions for businesses aiming to efficiently secure funds from their past-due customers without tasking internal resources. We make collections easy. All members of ARC Management Group and its affiliated companies share a common culture and set of values, which we believe form the strength of the organization: business and technology leadership, personalized services to our clients, and a commitment to the highest level of service. We collect with respect! ARC's success is directly attributed to the staff, leadership, and relationships that have been developed within the business and medical communities over the years. The innovation, expertise, loyalty, and hard work of the ARC Management Team & staff are directly responsible for the rapid growth we enjoy today.
CoinGenius is an advanced intelligence and analytics platform specifically intended for cryptocurrency traders. Our sophisticated artificial intelligence and machine learning algorithms will empower crypto traders with the most vital information needed to make sound investment decisions in real-time. #Blockchain #Cryptocurrency
Cetera Financial Group empowers the delivery of professional financial advice to individuals, families and company retirement plans across the country. We support independent and institutions-based advisors, tax professionals, and bank and credit union investment programs, ensuring they have the objective research, regulatory guidance, technology, tools and resources they need to help them and their clients pursue their dreams for the future. While our multiple distinct firms allow us to customize how we serve the needs of each advisor and investment program, all are united through our exclusive Advice-Centric Experience™, which makes the delivery of financial insight and advice more efficient, more transparent, and more human. Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), Cetera Financial Specialists LLC, and First Allied Securities, Inc. All firms are members FINRA / SIPC. Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services
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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
AdvisorNet is a network of financial advisors who have been providing trusted financial guidance since 1959. Headquarters are in Minneapolis MN with offices throughout the country- including Arizona, Illinois, Indiana, Iowa, Missouri, North Dakota, Pennsylvania and Wisconsin. Registered Representatives offering securities and advisory services offered through Cetera Advisor Networks LLC, member FINRA/SIPC, a broker-dealer and a Registered Investment Advisor. Some advisory services also offered through AdvisorNet Wealth Management. Cetera is under separate ownership from any other named entity.
Routefusion is the first global-banking-as-a-service company founded by software engineers for software engineers. Routefusion's API enables neo-banks, payroll providers, platforms, and marketplaces to begin offering cross-border payments, local in country bank accounts, and connection into local payment systems to their customers. One API to rule them all.
Wealth Management The Financial Advisory Group, Inc. works closely with clients to protect and manage wealth, while helping them achieve their financial goals. We believe your success begins with our people, whose breadth, depth, and experience is our greatest strength. As a collective group of talented professional advisors, we pride ourselves on being highly-skilled, versatile, and agile. The Financial Advisory Group, Inc.’s “boutique” size gives us the ability to deliver individualized wealth maximization strategies. We find areas of opportunity, chart new directions, and efficiently make necessary changes. As wealth managers, we monitor and integrate the ever-changing and complex world of investments, financial instruments, estate, gift and income tax rules, risk management, insurance, qualified retirement plans and IRAs with our clients’ short-and long-range financial goals. Financial & Tax Planning The Financial Advisory Group, Inc. offers financial planning services delivered through written goal-oriented plans, covering a wide variety of topics, including budgeting, cash flow, income, expenses, retirement savings, college funding, taxes, will and estate planning, investments, qualified pension plans and IRAs, assessment of risk, and various types of insurance. Investment Management The Financial Advisory Group, Inc. is a fee-only, Registered Investment Advisor regulated by the U.S. Securities and Exchange Commission. We do not take physical possession of your investment securities. Client accounts are established through independent third- party custodial relationships subject to discretionary, limited trading authority. We manage the process, act on your individualized investment policy statement, and measure performance through quarterly reports.
Anrok is the modern sales tax solution for SaaS businesses. With Anrok, finance leaders can easily monitor, calculate, and remit tax across any financial stack. By connecting your invoicing, payment, and employee systems to a single platform for tax compliance, businesses can automate the manual work and reduce unnecessary expenses around sales tax and VAT. Take tracking remote employees for example. With Anrok, you can just click a button and set up alerts for whenever you hire a remote employee in a jurisdiction that taxes your software products. Based in San Francisco, Anrok is backed by the world's best investors - including Sequoia Capital and Index Ventures.
What Do We Do? Future Energy Solutions (“FES”) is a privately-owned business split into separate geographical groups focusing on funding scaled re-lamping solutions throughout North America, Europe and Australia. FES works with major asset owners and independent operators. WHAT IS THE FES BUSINESS MODEL? Deliver an accurate and robust business case for lighting upgrades using the Gold Initiative Program. Providing a turnkey solution from design, procurement and project management through delivery, funding and maintenance throughout the contract term. Focus on Customers that without a funded solution would not consider an energy efficient lighting upgrade. Utilize accredited and certified products suitable for each Customer and install location. Provide long term solutions with Customer payments fixed at the outset for the term of the Agreement. WHAT IS OUR FOCUS? Businesses with inefficient Metal Halide & High Pressure Sodium industrial lighting. Usage between 260-365 days a year. Lights burning dusk to dawn up to 24 hours per day. Lighting is core to business operations. WHAT IS OUR SCALE? FES is backed by Orion Energy Partners and Matterhorn Capital, a global property company with over $3.5bn in successful transactions over the past decade. FES has the ability to deliver any scale of lighting project across local and international markets.
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.
BrightStar Credit Union is unmatched in providing quality financial services to our members. We are among the largest credit unions in South Florida with over 58,000 members and over half a billion in assets.
Renaissance Regulatory Services (RRS) is a privately held boutique consulting firm based in Deerfield Beach, Florida. Our senior managers, consultants, and partners consist of former regulators and compliance professionals who have extensive SEC, FINRA, and state regulatory experience. Our team members hold industry focused certifications including: FINRA’s Certified Regulatory Compliance Professional, the NSCP Certified Regulatory Compliance Specialist, and the Certified Anti-Money Laundering Specialist. Our team is recognized throughout the industry as dedicated compliance professionals who provide prompt and professional support to our clients. The RRS staff are active participants with industry trade groups and speak frequently at industry events focused on regulatory compliance. What We Do RRS provides comprehensive regulatory, compliance, and operational consulting and support services to broker-dealers, investment advisers, private funds, investment companies, and banks. We specialize in SEC, FINRA and State compliance examinations, written supervisory procedures, internal controls testing, regulatory reporting, and registration services. Our services are customized to fit each firm’s unique operations and can be performed onsite or remotely. RRS strives to be a key part of your team by providing regulatory, compliance, and support solutions for your firm. Our goal is to provide unsurpassed technical support and outstanding service that will increase the efficiency and effectiveness of your firm’s compliance program, while reducing costs.
Market Simplified is a customer engagement platform provider for financial services companies, specialising in providing experience through Experience Engineering. We add value and revenue to our clients using our expertise in User Experience, Mobility, Web, and Platform Technologies. Market Simplified founded in 2005 with a mission to “Empower the end user by enabling access to the financial system with engaging user experience resulting in informed action.” Learn about Market Simplified, visit us at www.marketsimplified.com Our key clients include - Kotak Mahindra Bank, Indus Ind Bank, IIFL, The National Stock Exchange of India, Aditya Birla Money My Universe, Kotak Securities, Edelweiss, OptionsXpress by Charles Schwab, Maybank Kim Eng, MB Trading, FXCM among others
