| Name | Title | Contact Details |
|---|---|---|
Carrie Ortsey |
Head of Human Resources | Profile |
SYSTM is a total wealth ecosystem, purposefully built for wealth advisors by wealth advisors. Created by organizations with deep expertise in technology and wealth management, SYSTM changes business as usual for wealth advisors. Comprised of a set of essential wealth management functions, SYSTM provides the technology required to streamline advisors` day-to-day while also curating a marketplace of best-in-class financial products and a suite of world-class thought leadership resources — all on a single platform.
WBI Investments is a Little Silver, NJ-based company in the Financial Services sector.
VPay is focused on delivering best-in-class claims payment solutions designed specifically to streamline the payment process while significantly reducing costs - enabling the companies we work with to take control of payment costs no matter how complex the landscape.
The Partnership Project is a non-profit organization that provides fiscal sponsorship and organizational support to environmental campaigns and partners working to protect the environment and sustain it for future generations.
Cross River provides technology infrastructure powering the future of financial services. Leveraging a proprietary real-time banking core, Cross River delivers innovative and scalable embedded payments, cards, lending, and crypto solutions to millions of consumers and businesses. Cross River is backed by leading investors and serves the world`s most essential fintech and technology companies. Together with its partners, Cross River is reshaping global finance and financial inclusion. Member FDIC.