| Name | Title | Contact Details |
|---|---|---|
KATHERINE LEON |
Associate Vice President- Client Advisory Services Asset Analysis Supervisor | Profile |
Easy to use, integrated pre-trade onboarding platform for the exchange of data and documents between asset managers, brokers, custodians, 3rd party administrators, and clients. We are an experienced financial team who created a streamlined FinTech/RegTech communication platform to speed processes in order to help our clients achieve revenue faster.
BenefitVault Inc. is a Philadelphia-based healthcare financial technology startup that provides a payment service for the insurance industry.
CAIS is the premier gateway to the multi-trillion dollar independent wealth channel for specialized investment products, delivering a superior experience to wealth managers and product providers alike. As the leading open-architecture financial product platform, CAIS provides streamlined execution for an expanding list of alternative investment funds, IPOs and follow-ons, and structured notes. CAIS complements its fund offerings with independent due diligence provided by Mercer. Products include: - Hedge Funds - Private Equity & Credit Funds - Real Estate Funds - Structured Solutions - IPO and Pre-IPO Offerings CAIS is an NFA member with securities offered through CAIS Capital LLC, member FINRA, SIPC.
First Source Federal Credit Union is one of the leading providers in Financial Services. It is based in New York, NY. To find more information about First Source Federal Credit Union, please visit www.fsource.org
Gener8tor is an American startup accelerator that operates in Madison, Milwaukee, and Minneapolis.