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Associated Securities is a Los Angeles, CA-based company in the Financial Services sector.
Since we first opened our doors serving the employees of SmithKline Corporation in 1977, now GlaxoSmithKline, we have been committed to exceeding our members` expectations and maintaining financial strength through the delivery of high quality banking products, information, and service.
Melio`s mission is to keep small business in business, helping them to improve their cash flow and workflow, gain more control over their finances, and optimize their business`s financial health. Melio was founded by CEO Matan Bar, CTO Ilan Atias, and Ziv Paz in 2018, with headquarters in New York, an R&D center in Tel Aviv, and western U.S. headquarters in Colorado. The company has raised $506 million to date. Melio`s smart B2B online payment solution is tailor-made for small businesses` needs. It is a free, simple, and secure solution that allows small businesses and their suppliers to transfer and receive payments quickly and easily.
Credit Data Corporation is a Tustin, CA-based company in the Financial Services sector.
Since 1981, Flexible Plan Investments has been dedicated to preserving and growing wealth through dynamic risk management. We are a turnkey asset management program (TAMP), which means advisors can access and combine our many risk-managed strategies within a single account. Our fee-based separately managed accounts can provide diversified portfolios of actively managed strategies within equity, debt, and alternative asset classes on an array of different platforms. We also offer advisors our OnTarget Investing tool to help set realistic, custom benchmarks for clients and regularly measure progress. Headquartered in Michigan, Flexible Plan Investments` OnTarget Reporting process has helped set and maintain client expectations, while providing an investment approach to deliver effective money management solutions to the brokerage community. Our strategically diversified portfolios of actively managed strategies are available within wrap-fee trust accounts, VAs, VULs, 403(b)s and 401(k)s utilizing no-load mutual funds and ETFs.