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Crestbridge is independent in structure and spirit. We provide global administration, trustee, accounting, management and governance solutions that are shaped to our clients` needs wherever they do business. We provide a broad range of outsourced fiduciary, administrative, accounting and compliance services globally – our expertise spans services, asset classes and jurisdictions. Since 1998, we have been putting our insight and experience to work for clients who include leading corporations, sovereign wealth funds, investor groups, asset managers and ultra-high net worth families.
New Horizons Credit Union is a Mobile, AL-based company in the Financial Services sector.
Our mission is to make a positive difference in our Members’ lives while ensuring organizational and financial soundness. Nutmeg State Financial Credit Union is a full-service, community credit union headquartered in Rocky Hill, CT with offices in Rocky Hill, Manchester, East Windsor, Hartford, Glastonbury, New Britain, Newington, Cromwell and Bristol. Founded in 1936, just about anyone can take advantage of the credit union’s excellent rates and services. They offer: Checking and Savings accounts, Kidz and Teen Accounts, Mortgages, Auto Loans, Personal Lines of Credit, VISA® Credit Cards, ATM/Debit Services, Electronic Bill Payer, Mobile Banking, iPhone and Android Apps, Text and e-Mail Alerts, e-Deposits, Direct Deposit, Online Account Opening, Financial Planning and Telephone and Internet Banking.
Sawtooth started out as a registered investment adviser offering clients multi-strategy investment solutions. To support our growth, Sawtooth needed a strong open architecture product deck, a robust back-office engine, and a client-focused reporting portal. Rather than developing technologies in house, we chose to adopt a best of breed approach. Our integrated tools enable advisors to easily implement their offering while introducing the pillars of an institutional framework: definable and repeatable business processes. Today, Sawtooth offers a single web-based platform which allows advisors to manage all of their clients in one place – regardless of account type or custodian. Sawtooth delivers consistency and accuracy in the reporting process and aggregates client data into a beautiful and easy to understand format. Sawtooth provides registered investment advisors (RIAs), broker-dealers, and banks with flexible solutions to attract and retain the best advisors, enable more effective business process management, accelerate client acquisition, and gain end-to-end visibility into firm-level assets under management. The results are streamlined processes, predictable recurring revenue, and consistently excellent client service.
Cohen Financial, L.P. is one of the leading providers in Financial Services. It is based in Conshohocken, PA. To find more information about Cohen Financial, L.P., please visit www.cohenfinancial.com