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Create a company profileFINTOP Capital invests in B2B service-enabled SaaS and software companies in the FinTech space.
We can help you reach your goals and achieve your dreams by assisting you with insurance protection, investments and retirement planning. We're here for you. Founded in Cincinnati in 1888 as The Western and Southern Life Insurance Company, Western & Southern Financial Group, Inc. has grown into a diversified family of financial services companies that includes the following: *The Western and Southern Life Insurance Company *Western-Southern Life Assurance Company *Columbus Life Insurance Company *Gerber Life Insurance Company *Integrity Life Insurance Company *The Lafayette Life Insurance Company *National Integrity Life Insurance Company *Eagle Realty Group, LLC *Fort Washington Investment Advisors, Inc.1 *IFS Financial Services, Inc. *Touchstone Advisors, Inc.1 *Touchstone Securities, Inc.2 *W&S Brokerage Services, Inc.;2 *W&S Financial Group Distributors, Inc. For more information on the Western & Southern family of companies, visit www.westernsouthern.com. For disclosures/terms of service, visit www.westernsouthern.com/social-media-disclosures. Western & Southern is the title sponsor of six major community events every year, including the Western & Southern Open, a premier event in the U.S. Open Series played each August by the world’s top-ranked professional male and female tennis players. 1 A registered investment adviser. 2 A registered broker-dealer and member FINRA/SIPC.
Marcum LLP is a national accounting and advisory services firm dedicated to helping entrepreneurial, middle-market companies and high net worth individuals achieve their goals. Since 1951, clients have chosen Marcum for our insightful guidance in helping them forge pathways to success, whatever challenges they’re facing. Marcum offers a complete spectrum of tax, assurance and advisory services. Marcum’s industry-focused practices offer deep insight and specialized services to privately held and publicly registered companies, and nonprofit and social sector organizations. The Firm also provides a full complement of technology, wealth management, and executive search and staffing services. Headquartered in New York City, Marcum has offices in major business markets across the U.S. and select international locations. #AskMarcum CLIENT-DRIVEN Understanding our clients’ businesses, helping them identify their needs and meet their challenges, and uncovering opportunities that propel them towards success is Marcum’s mission. Our own success is based on our commitment to building meaningful, trusted relationships with our clients, creating positive service experiences, and delivering unexpected value wherever and whenever we can, while maintaining our professional independence and objectivity. Marcum is committed to providing the most thorough, insightful, and expeditious service, according to the highest ethical standards. COMMITMENT TO EXCELLENCE From the way we service clients to the training and development of our professionals, Marcum is committed to excellence in every aspect of our operation. Our focus on client success compels us to look beyond the numbers to see the opportunities, challenges, and solutions in every engagement. Innovation, proactivity, teamwork, and open communication are the hallmarks of our approach.
Jack Henry & Associates, Inc.® (NASDAQ: JKHY) is a leading provider of technology solutions and payment processing services primarily for the financial services industry. Its solutions serve approximately 9,000 customers nationwide, and are marketed and supported through three primary brands.
With access to data today nearly limitless, and time constraints mounting, there’s an increasing pressure to react in the moment. The price of this speed to action is that businesses and brands often overlook fundamental patterns of how customers behave and decisions are made. Greenberg Strategy is a strategy and research consultancy focused on helping organizations identify the human patterns that impact their businesses. Our WholeHuman™ approach blends the art and science of tapping emotional, rational and instinctual responses to reveal the deeper truths that drive measurable, actionable business and brand success. Founded in 1997, we’re a team of brand strategists, researchers, communicators and creatives passionate about originating and activating insights-driven solutions that fuel brand transformation, innovation and growth. We work locally and globally with a broad range of businesses – established leaders, emerging innovators, and category creators. Our focus is on technology, media, energy, retail, food and beverage, entertainment and hospitality, financial services, healthcare, government/public sector and non-profits.
At InnReg we support broker-dealers, digital lenders, alternative trading systems (ATS), crowdfunding platforms, online advisors and robo advisors, cryptocurrency platforms, and other fintechs who may be operating in a regulated environment or considering becoming regulated. We help our clients resolve a myriad of complex compliance issues for cutting-edge clients in highly regulated industries. We have helped fintech innovators launch and grow their businesses by supporting their compliance function, including providing compliance services and leadership on a fully outsourced basis.
As one of the oldest and largest financial services firms in the United States with a history dating back to 1828, we’re committed to providing solutions and expertise that support our customers, clients, colleagues, and communities in what’s next on their own unique journey. We invest in the humans who build the logic, ideas, and innovations that bring new technologies to life. Investments in AI, cloud computing, machine learning and automation provide our engineers the tools that enable us to remain competitive and win in today’s environment. At Citizens, we recognize that the journey to accomplishment is no longer linear and that individuals are made of all they have done and all they are going to do. Whether you’re considering banking with us or looking to work with us, you’ll find a customer-centric culture and a supportive, collaborative workforce at Citizens. You’re made ready and so are we. #MadeReady
A Houston, Texas-based commercial bank for small and mid-sized businesses
First Command Financial Services, Inc. coaches our Nation’s military families in their pursuit of financial security. Since 1958, First Command Financial Advisors have been shaping positive financial behaviors through face-to-face coaching with hundreds of thousands of client families.
Episode Six is a payments technology company that gives banks, fintechs and brands the freedom to design and bring to market-leading digital payment propositions. It powers its clients’ payments journeys with the most flexible and adaptable platform on the market today, providing highly configurable products with user-driven tools and technology to optimize competitive response and customer demand. Episode Six’s platform, Tritium, and ledger enables the transfer of value of any kind – fiat currency, cryptocurrencies, brand value points, gold, and more. Episode Six operates globally across 23 countries with an expanding team located in the U.S., Europe, Japan, Singapore and Hong Kong.
InterPayments is not a gateway or processor. We are for mid- and enterprise-size merchants who are dissatisfied with high credit card fees. Our surcharging technology works like your sales tax engine - but for card fees. Compliantly recover fees within your existing payment process without changing payment providers. We contractually guarantee compliance with the 67 jurisdictions that govern surcharging. Alternative surcharging programs simply offer 3.5% fixed rate processing terms without compliance guarantees. They force surcharging across all transactions, have no integrations into your ERP/CRM, and profit by forcing you to pass along their high fees to your customers. InterPayments' technology is an integrated SaaS. We work with any gateway or processor. We integrate end-to-end with your existing payments flow from payment application to accounting in your general ledger. We offer variable rate surcharging for interchange plus processing terms. And we allow you to customize who, what, where, and how much you surcharge - at the click of a button. Merchants, payment software vendors, and merchant acquirers use InterPayments to recover processing fees without compliance risks
FlowX.AI is the first multi-agent modernization platform built specifically for banking and financial services. With advanced AI and a robust, flexible end-to-end platform, FlowX.AI can tackle any modernization challenge - from legacy integration to urgent application rebuilds to full bank transformations - driving efficiency, cutting costs and keeping the most complex banking systems 100% compliant. All banks are somewhere on their modernization journey. Wherever you are, with whatever tech you have in place, FlowX.AI seamlessly integrates with existing systems to accelerate modernization roadmaps and drive real results without disruption
Wheels is the power of Wheels, Donlen, and LeasePlan USA coming together as one team – all united with a passionate commitment to customer service. As one of the largest fleet management companies in North America, Wheels features a portfolio of 800,000 vehicles under management across the continent, a global alliance in 59 countries, and a client base that consists of some of the best-known businesses in the world. No matter the industry type or business size, we’re proud to work across sales and service fleets, trucks and equipment, and last mile delivery to ensure we power your potential. Your success is our success. Together let’s go far.
AdvisorEngine is a digital platform to supercharge advisor growth. A pioneer in digital wealth management technology, AdvisorEngine was the first company to integrate private-label robo-advice within a full enterprise B2B digital wealth management technology platform. Built from the beginning specifically for financial advisors, AdvisorEngine enables advisors to serve traditional wealth management clients and fully digital clients entirely from a single platform. From online account opening and report automation to comprehensive API platforms—and everything in between—AdvisorEngine provides the tools advisors need to scale more efficiently and compete more effectively.
Welcome to Aviva Investors. The global asset manager that chooses integration. The future is full of questions. Only by working closely with our clients can we find the answers. That’s why we integrate our whole business around our clients – their goals, their values and the experience they have when they work with us. That’s why we start by listening closely and understanding their investment aspirations and concerns – from low prospective investment returns, to highly correlated asset prices; from the prospect of rising global interest rates, to the challenges and opportunities of market volatility. Through our vast collective industry experience, we’ve been through every market cycle, making us better prepared for the next one. Inspired by our deep client insight, we build solutions that aim to defy uncertainty, answering the questions that keep our clients awake at night. From large institutional investors to individuals saving for retirement, we work together to deliver meaningful outcomes, now and over the long run. That’s why we work hard to join the dots across asset classes to find the best investment ideas; why we break down barriers so our teams can connect seamlessly; and why we manage risk with discipline and rigour. By working in partnership, we bring components together in new ways to ensure our clients get the very best of our collective expertise with every investment. Please remember the value of an investment and any income from it can go down as well as up. Investors may not get back the original amount invested.
Earnest’s mission is to make higher education accessible and affordable for everyone. We empower past, present, and soon-to-be students to maximize their financial futures through thoughtful guidance and impactful products. We build tools that help people feel in control of their financial future, including: Private student loans - low rates, people-first service, and flexible payments. Student loan refinancing - break free from high-interest rates or monthly payments. Scholarships - access to thousands of scholarships to help students pay less.
Better Debt Solutions, located in Irvine, CA, is dedicated to empowering individuals and families facing financial hardships. Our programs, rooted in integrity and compassion, serve to educate and guide clients toward financial control and freedom. Having been founded in 2022, we've had the privilege of assisting over 17,000 individuals. We take pride in helping them break free from debt, rediscover their independence, and embark on a journey to rebuild their lives. It is this unwavering commitment to exceptional customer care that has earned Better Debt Solutions an esteemed A+ rating as an accredited member of the BBB. At our workplace, synergy, innovative thinking, and a dedicated focus on personal and professional development form the bedrock of our culture. Become a catalyst for meaningful change by joining our growing team, where we are passionately devoted to transforming lives through financial empowerment
Founded in 2018 by CPAs, tax attorneys, and software developers, TaxBit is helping to drive cryptocurrency adoption at scale by connecting the consumer, enterprise, and government cryptocurrency tax ecosystems. TaxBit transforms the cumbersome experience of cryptocurrency tax reporting and accounting in a way that ensures compliance with tax law.
Numeral specializes in advanced financial automation solutions, designed for high-volume businesses. We streamline complex processes like revenue recognition and cash reconciliation, enhancing efficiency and accuracy. Our platform integrates seamlessly with existing systems, providing real-time insights and control over financial operations. Empowering finance teams with innovative technology, Numeral is the partner of choice for businesses seeking to elevate their financial strategy and operations.
We mine digital assets because we believe blockchain is more than just another disruptive technology. It’s an opportunity to reshape our institutions to be more fair, inclusive, and sustainable. We self-mine with a 100% carbon neutral footprint, and to date, 55-60% of our electricity comes from sustainable power, including solar, wind, and hydro. We take sustainability in our self-mining seriously.