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Sammons® Financial Group Companies (collectively, Sammons Financial Group) provide today`s most sought after life insurance, annuity, and retirement products. At Sammons Financial Group, we hire people who think like owners because we are a privately held company owned by an Employee Stock Ownership Plan. We own our unique values-based culture, we own our spirit of excellence, and we own our responsibility to the communities in which we live and work. Our work environment is deeply rooted in respect, openness, integrity, and accountability, and we enjoy a benefits program that truly enhances our quality of life.
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.
Our Mission: Alloy makes it easy for financial services companies to quickly and safely onboard and manage more customers, automating the vast majority of decisions, mitigating fraud and high-cost financial risk, and reducing the burden on the back office and manual review queues.
Western Equity Group is a Carlsbad, CA-based company in the Financial Services sector.
NRD Capital occupies a unique niche among franchise equity investors. Our fund invests with small to medium-sized franchisors, infuses capital and applies our operating expertise to grow those brands. We look at franchise companies not just as financial investments, but as living entities in which concept founders/management and franchisees have invested substantial amounts of time and resources. Our goal is to use our operational and financial experience to position high quality brands for accelerated but responsible growth.