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Accion is a global nonprofit dedicated to building a financially inclusive world with economic opportunity for all. Around the world, 2 billion people live without access to basic financial services like savings, insurance, pensions, and credit. Their lives are much harder because of it. But by providing people with the financial tools that they need, we can help them build better lives.
Our mission isn`t simply to help our members get by. We exist to help them realize every ounce of their potential. We exist to educate, but to also encourage. We exist to usher their dreams into the land of reality. Established in 1935, PenFed today is one of the country`s strongest and most stable financial institutions serving 1.7 million members worldwide with $25 billion in assets. We serve members in all 50 states and the District of Columbia, as well as in Guam, Puerto Rico, and Okinawa. We are federally insured by NCUA and we are an Equal Housing Lender.
We are a credit union, not a bank. This means we are a member-owned, not-for-profit cooperative. Our sole purpose is to serve the needs of our members. We are the sixth largest credit union in the Baltimore area and among the top ten in Maryland. Three offices—in Hunt Valley, Rosedale and Bel Air—serve more than 50,000 members.
Founded in 2016, Socium Fund Services provides innovative and client-focused solutions for the alternative investment industry. We deliver tailored fund administration services to private equity, venture capital, private credit, and real estate investment funds utilizing best-in-breed technology designed to handle the unique complexities of closed-end private capital funds, including the full automation of carried interest waterfalls. Clients are serviced by experienced leaders with deep experience in fund administration and investment management. Our mission is to provide the most value-added outsourced services possible enabling our clients to focus on growth. Socium combines Experienced People + Innovative Technology + Competitive Pricing, creating a scalable and cost effective solution for General and Limited Partners. In April 2022, Socium Fund Services was acquired by Suntera Global, a multi-jurisdictional provider of fund, corporate and private wealth services.
The Lampo Group, Inc. is on a mission to give hope to people in every walk of life by providing information and tools to help with their money, relationships, business, work/life balance, and more. New York Times best-selling author Dave Ramsey created the company in 1992 as a means to provide financial counseling and education. The Lampo Group has since grown to more than 400 team members. The Lampo Group measures it’s success by the number of lives changed through our message. “The Dave Ramsey Show” is heard by more than 8 million listeners each week on over 500 radio stations across the country. More than 2.5 million families have been through Financial Peace University, and nearly 1 million people have attended Live Events across the county. Foundations in Personal Finance, a high school and college curriculum, is offered in more than 10,000 schools and educational institutions. The Lampo Group also offers speakers and personalities that cover a variety of topics. Rachel Cruze, Chris Hogan, Andres Gutierrez, Christy Wright and Chris Brown have spoken to thousands of people across the country and worked with many media outlets.