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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.
Sandia Laboratory Federal Credit Union is one of the top-rated credit unions in the country, and was named as the Best-in-State Credit Union for New Mexico by Forbes in 2019 and 2020. We`re member-owned and not-for-profit, working for our members` best interests.
Since 1962, we`ve been committed to helping our neighbors thrive and grow by supporting their financial needs. We pride ourselves on providing the strength of a national financial institution and the personal services of local neighborhood branches. It`s one of the top reasons millions of customers choose us.
Energy Federal Credit Union is a Rockville, MD-based company in the Financial Services sector.
1st Century Bank, N.A is one of the leading providers in Financial Services. It is based in Collingswood, NJ. To find more information about 1st Century Bank, N.A, please visit www.1stcenturybank.com