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Capbizz is a Richmond, VA-based company in the Business Services sector.
Whitley Penn is a Texas-based full service public accounting firm. With offices in Austin, Dallas, Fort Worth and Houston, 54 partners, and more than 450 employees, and a worldwide network affiliation via Nexia International, the firm is strategically positioned for continued growth both locally and internationally. Our steady growth over the past 30 years reflects our knack for hiring individuals with talent and integrity, and our ability to stay one step ahead of the issues our clients face in an ever-changing business landscape. Our culture is based on people, and it is exhibited through the respect, encouragement and courtesy that we share. We want to help people be the best they can be and achieve all that they desire. Therefore we combine our professionals` emotional investment and intellectual capital, along with the opportunities our firm has to offer, to ensure our professionals achieve success both on a personal and a professional level. Whitley Penn has been consistently recognized as “One the Top 100 Firms in the U.S.” and “Best of the Best” by INSIDE Public Accounting. The firm has also been named one of the “Best Accounting Firms to Work For” by Accounting Today, and one of “The Best Companies to Work For in Texas” by Texas Monthly. Services Include: Audit, Tax & Consulting, Forensic, Litigation & Valuation Services, Risk Advisory, Transaction Advisory, Virtual Back Office, and Whitley Penn Financial Services Industries Include: Employee Benefit Plans, Energy, Estate Planning, Family Office & Owned Business, Financial Institutions, Financial Services, Healthcare, Manufacturing & Distribution, Non-Profit, Professional Services, Public Sector, Real Estate & Construction, Retail, Restaurant & Entertainment, Technology and Veterinary Medicine
Fidelis Holdings is a real estate company that specializes in the acquisition and management of triplexes and multi-residential homes in desirable locations.
DCM is a Brooklyn, NY-based company in the Business Services sector.
FinOptSys, developed by seasoned market practitioners, is a State-of-the-Art, cloud-based SaaS platform, built to sit seamlessly on top of any existing system. It is the first pre-trade analytics and decision-making platform that covers all securities financing products (securities lending, repo, swaps) across all asset types (including non-traditional/digital assets) from legal document and collateral schedule negotiation/digitization to seamless trade negotiation with all clients, counterparties and peers. Modular in nature and highly customizable, the FinOptSys platform is a perfect fit for any firm. Users can choose from one or a few modules to the entire platform, which consists of over 30 modules and continues to grow. The platform maximizes efficiency by providing sophisticated real time analytics for document negotiation, trading and management of securities financing products across business units, regions and overall institutions on a global scale. The technology allows users for the first time to proactively manage their financial resources with greater optionality to decrease cost, increase both yield and asset utilization and seamlessly connect to new sources of liquidity. FinOptSys deploys artificial intelligence (AI), machine learning, analytics, and patent-pending (allowed) algorithms, which leads to and powers the first true Peer-to-Peer (P2P) marketplace, and enables participants to tap into an unprecedented level of diversification. These capabilities, together with the power to seamlessly connect to all internal stakeholders and negotiate with any other market participants through our unique P2P and H2S (hub-to-spoke) networks, will catapult the securities financing business into an entirely new dimension of peak market efficiency, connectivity, liquidity, revenue generation, risk management and transparency. FinOptSys is empowering the industry participants of today, with the necessary arsenal to solve for whats coming tomorrow!