| Name | Title | Contact Details |
|---|
White Oak Commercial Finance, LLC is a global financial products and services company providing credit facilities to middle-market businesses and corporations.
Smith Hayes Financial Services is one of the leading companies in Financial Services industry. Smith Hayes Financial Services is based in Lincoln, NE. You can find more information on Smith Hayes Financial Services at www.smithhayes.com
Green Dot is a financial technology and registered bank holding company committed to delivering trusted, best-in-class money management and payment solutions to customers and partners, seamlessly connecting people to their money. Green Dot`s proprietary technology enables it to build products and features that address the most pressing financial challenges of consumers and businesses, transforming the way they manage and move money and making financial empowerment more accessible for all. Green Dot offers a broad set of financial services to consumers and businesses including debit, checking, credit, prepaid, and payroll cards, as well as robust money processing services, tax refunds, cash deposits and disbursements. Its flagship digital banking platform GO2bank offers consumers simple and accessible mobile banking designed to help improve financial health over time. The company`s banking platform services business enables a growing list of the world`s largest and most trusted consumer and technology brands to deploy customized, seamless, value-driven money management solutions for their customers. Founded in 1999, Green Dot has served more than 33 million customers directly and many millions more through its partners. The Green Dot Network of more than 90,000 retail distribution locations nationwide, more than all remaining bank branches in the U.S. combined, enables it to operate primarily as a “branchless bank.” Green Dot Bank is a subsidiary of Green Dot Corporation and member of the FDIC .
PagnatoKarp is a fee-only, independent multi-family office and wealth management firm fusing global financial access and True Fiduciary® transparency with personalized services and innovative technology. Awards include Top Ranked Advisor by Barron`s and Forbes, Best Multi-Family Office by Family Wealth Report and Best Places to Work by Virginia Business. With $3.8 billion assets under advisement, we focus on top client issues: simplicity, safety, cost. 1. Simplicity: Our Family Office manages complex family needs through portfolio management, financial planning, tax, legal and estate planning, private banking and trust, family governance, travel and concierge services. 2. Safety: True Fiduciary® standards of transparency put clients` interests first and address conflicts of interest and structural problems in the financial industry. 3. Cost: Independent business model fosters competition and institutional scale, with access to the financial universe, sophisticated vendors and innovative technologies, as well as transparency on costs and fees. PagnatoKarp has successfully led more than 70 entrepreneurs through pre-sale planning and liquidity events, integrating unique portfolio solutions, financial planning, estate and legacy strategies and philanthropic planning. Paul Pagnato, founder and CEO, is ranked #16 on Barron`s Top 100 Independent Wealth Advisors, #3 in Virginia on Barron`s Top Financial Advisors: State-By-State, and #2 on Forbes Best-In-State Wealth Advisors. PagnatoKarp frequently contributes to CNBC, WSJ, Barron`s, Forbes and FA Magazine, and is an industry thought-leader.
LiftForward operates marketplace platforms which enable retailers, manufacturers, suppliers and other organizations to connect their small business customers with various forms of debt. LiftForward provides the platform, underwriting, funding, and servicing of the loans. Our services strengthen the companies and organizations we work and our clients sell more goods and services as a result of the partnership. LiftForward is a SEC registered investment advisor and licensed lender. LiftForward investors include GLI Finance Limited (AIM: GLIF), an investor in platform companies providing finance to small and medium sized enterprises, Garrison Point Capital, Capital Bank and other accredited investors.