| Name | Title | Contact Details |
|---|
ZSuite Technologies` mission is to provide financial institutions with innovative technology that solves real problems for specific industry verticals to grow their businesses. The foundation of our company began in 2015 when Leader Bank, a community bank based out of Arlington, MA created a product innovation division within the institution. After several successful product launches, Leader Bank and the product innovation division realized that to have the greatest impact on the industry, they had to establish a company that was completely independent. In the summer of 2019, ZSuite Technologies was founded. The product innovation division from Leader Bank combined forces with seasoned FinTech executives to start the journey of helping financial institutions reach uncommon success by having technology products tailor-made for specific industry verticals.
ZX Ventures is the global investment and innovation group of Anheuser-Busch InBev, the world`s biggest brewer. We partner with and build ventures that allow us to meet the needs of tomorrow – and turn entrepreneurs` dreams into reality.
Vestwell is a turnkey solution for financial advisers providing them with the ability to offer clients a retirement plan without taking on the risk and costs typically associated with creating one. We remove the friction points of confusion, cost and compliance overhead that come with traditional retirement plans. Vestwell`s digital platform allows for seamless plan design, automated on-boarding, and low-cost investment strategies, making it easier for employers to offer a retirement plan. Vestwell becomes an extension of the financial advisor`s services, acting in everyone`s best interest, while scaling through technology and allowing financial advisors to focus on clients. Vestwell provides every employee in America with access to a retirement account by removing the friction points financial advisors and companies have in establishing and maintaining defined contribution & benefit programs. We look out for everyone`s best interest, including financial advisors, companies and employees. Vestwell Advisors, LLC is a SEC registered investment advisor, a wholly owned subsidiary of Vestwell Holdings, Inc., specializing in 401(k), 403(b) and other defined contribution and benefit retirement investment management services. Vestwell can assumes 3(38) or 3(21) investment management and ERISA3(16) fiduciary responsibility on the behalf of advisors and their plan sponsor clients. Learn more at Vestwell.com and on Twitter @Vestwell. This is not an offer, solicitation, or advice to buy or sell securities in jurisdictions where Vestwell Advisors is not registered. An investor should consider investment objectives, risks and expenses before investing. More information is available within Vestwell Advisors` ADV. There are risks involved with investing. Investors should consider all of their assets, income and investments. Portfolios are subject to change. All opinions and results included in this publication constitute Vestwell Advisors` judgment as of the date of this publication and are subject to change without notice.
Georgetown Investment is a San Gabriel, CA-based company in the Financial Services sector.
Vorisek Financial Corp is a Columbus, OH-based company in the Financial Services sector.