| Name | Title | Contact Details |
|---|---|---|
Kristen Komer |
Vice President Marketing | Profile |
David Fontain |
Founder and Chief Executive Officer | Profile |
Tara Ricketts |
Head of People | Profile |
Cal-Com Federal Credit Union is a Port Lavaca, TX-based company in the Financial Services sector.
NCC Business Services is a Jacksonville, FL-based company in the Financial Services sector.
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.
TJ Rock is a Frederick, MD-based company in the Financial Services sector.
Here at tastytrade Inc. (previously known as tastyworks Inc.), we give you every edge possible to help you succeed on your own. We believe that controlling your own money can be more rewarding than relying on money managers or robo-advisors. Our powerful technology, low pricing, and commitment to world-class support empower you to do it yourself.