| Name | Title | Contact Details |
|---|---|---|
Tim Wilkinson |
Vice President, Sales Training and Development | Profile |
Happy State Bank & Trust Company is one of the leading providers in Financial Services. It is based in Phoenix, AZ. To find more information about Happy State Bank & Trust Company, please visit www.happybank.com
Grand Valley Co-op Credit Union is a Grand Rapids, MI-based company in the Financial Services sector.
Vichara Technologies is a Hoboken, NJ-based company in the Financial Services sector.
Copper Financial ("CuFi") is an SEC-registered investment advisor, FINRA-registered Broker-Dealer, and state-registered insurance agency offering a breadth of investment and financial planning services to credit union members across the country. As a wholly-owned subsidiary of CommunityAmerica Credit Union, we understand the importance of meeting your members` unique needs wherever they are in their financial journey. Our fully digital experience and best-in-class technology platform allows members access to their accounts from anywhere at any time, and ensures the advisor and member have more time to focus on what matters—the path to financial peace of mind. Additionally, we are the only credit union-owned Broker-Dealer that offers special needs planning for families, further assisting credit unions in their mission to serve all their members` needs.
Bento is a platform built from the ground up for small businesses. It helps them better manage and control expenses, become more efficient and more easily raise capital, all through an incredibly simple, elegant solution that connects online software to the real world via feature-rich payment cards. We come from a mix of top tier Technology and Financial Services companies and all share a passion to build beautiful and impactful solutions for our customers.