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FinLocker is a consumer-enabled financial data platform that gives lenders access to critical borrower information via a trusted 3rd party that can be used to streamline the origination and underwriting processes for mortgages and other financial products.
Each year the US and Canadian governments provide billions in R&D Tax Credits to fund businesses, but the application process is cumbersome, prone to expensive audits, and receiving the money can take as long as 16 months. Boast.AI has helped 1,000s of companies automate the R&D tax credit application process, so they can get more money faster for less time and risk. Our offices are in San Francisco, Toronto, Vancouver, and Calgary.
Consolidated Planning, Inc. is a Charlotte, NC-based company in the Financial Services sector.
Am Community Credit Union is a Kenosha, WI-based company in the Financial Services sector.
On 2 January, 2015 Cutwater Asset Management was acquired by BNY Mellon. Cutwater is part of BNY Mellon`s $1.6 trillion in assets multi-boutique investment business and is operated by Insight Investment, a leading European asset manager and one of BNY Mellon`s premier investment firms. Cutwater Asset Management is a client-focused and solutions-based investment advisor focused exclusively on fixed income investments. Cutwater`s model combines world-class investment expertise and risk management capabilities with exceptional client service, in-depth consultation, and extensive interaction between clients and the investment team. Our clients include state and local governments, financial institutions, pension funds, unions, insurance companies, corporations and consultants.