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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.
AFA Financial Group is a Calabasas, CA-based company in the Financial Services sector.
DFC Global Corp is one of the largest providers of accessible consumer financial services in the world. By providing a wide variety of innovative and accessible financial solutions for over 30 years via a technology enabled web based underwriting and almost 1,300 retail locations throughout the world, we at DFC Global are continuously fulfilling our commitment to meet the needs of everyday consumers and business owners in the most socially responsible way.
Tahquamenon Area Credit Union is a Newberry, MI-based company in the Financial Services sector.
Lansing Postal Community Credit Union is a Lansing, MI-based company in the Financial Services sector.