| Name | Title | Contact Details |
|---|
InvestCloud is the global software leader in digital transformation for the wealth management industry, and the US leader for personalisation and scale across Advisory programs including unified managed accounts (UMA) and separately managed accounts (SMA). InvestCloud today supports over $6 trillion of assets with over 550 direct clients, including banks and wealth managers, private banks, and asset managers. The company offers digital client and advisor experiences and tools that enable the development of front-office wealth management solutions, and UMA/SMA portfolio management, trade execution, accounting, model management and performance investment solutions, resulting in best-in-class experiences and operations for the wealth and asset management industry. Headquartered in New York, InvestCloud has offices around the world including the United States, Canada, United Kingdom, Switzerland, Italy, Singapore, Japan, and Australia.
Credit is a West Hartford, CT-based company in the Financial Services sector.
St.Stanislaus-St. Casimir's Polish Parishes Credit Union Lim is a Toronto, ON-based company in the Financial Services sector.
Portfolio Dynamics is a Tempe, AZ-based company in the Financial Services sector.
HighTechLending is a Newport Beach, CA-based company in the Financial Services sector.