| Name | Title | Contact Details |
|---|---|---|
Lori Reeves |
Senior Vice President and Chief Marketing Officer | Profile |
Lori Reeves |
Senior Vice President and Chief Marketing Officer | Profile |
Cambria Briggs |
Chief Human Resources Officer | Profile |
Erin Im |
Head of Learning and Development, Vice President | Profile |
The Receipt Bank Group has been revolutionising accounting for small business since we were founded in 2010. We began life as the first software company to automate the collection and data extraction of receipts and invoices. Today, we provide technology that unlocks the value of accounting data, automates the bookkeeping process and helps build more valuable accountant-client relationships. Our award-winning AI and automation technologies are used by over 5,000 accounting & bookkeeping firms and tens of thousands of small business customers globally, who in turn benefit from cost savings, effortless bookkeeping, and real-time accounting.
Sanctuary Wealth (sanctuarywealth.com/) is the advanced platform for the next generation of elite advisors, who have the entrepreneurial spirit to build and own their own practices and desire the freedom to deliver the tailored service their clients deserve. Sanctuary Wealth`s ecosystem of partnered independence provides a complete technology and operations platform, as well as support from a community of like-minded advisors and the resources of invaluable affiliated businesses. Currently, the Sanctuary Wealth network includes partner firms in 28 states across the country with approximately $25 billion in assets under advisement. Sanctuary Wealth includes the fully owned subsidiaries; Sanctuary Advisors LLC, an SEC-registered investment adviser, Sanctuary Securities, Inc. a FINRA member broker-dealer as well as Sanctuary Alternative Holdings, Sanctuary Asset Management, Sanctuary Insurance Solutions, Sanctuary Global, and Sanctuary Global Family Office.
At Otis, we turn aficionados into shareholders. We believe in transparency, liquidity, and trusting your own gut. We`re democratizing an otherwise closed market and making these alternative assets accessible. Invest in the things that you love, and build a portfolio better suited to a museum than a stock ticker.
Wealthtrax is a Walnut Creek, CA-based company in the Financial Services sector.
Velocity Global accelerates the future of work for anyone, anywhere, anyhow. Its Global Work Platform™ simplifies the employer and talent experience through its proprietary cloud-based talent management technology, backed by personalized expertise and unmatched global scale. The platform offers a full suite of talent solutions, including global Employer of Record and Contractor Management, to help companies onboard, manage, and pay talent in more than 185 countries and all 50 United States. Founded in 2014, the company has hundreds of employees across six continents, with plans to double in size in 2022. As a work anywhere company, Velocity Global employees can create a work experience to fit their lifestyle, giving them the freedom to pursue their passion without the hassle of long commutes, rigid schedules and overlapping work-life demands. We empower people to live life fully, supported by a dynamic culture, growth opportunities and unique benefits. In the words of our founder, Ben Wright: “Professional experiences of a lifetime start here.”