| Name | Title | Contact Details |
|---|---|---|
Derek Hartley |
Director of Marketing | Profile |
Susan Conrad |
Chief Client Experience Officer | Profile |
Entrustody represents freedom. We are a digital-first custodian and technology company driven by a simple mission: liberating RIAs from traditional legacy custodians. Our platform is built on next-generation technology—unencumbered by technical debt—freeing us to reduce friction, empower our users to do more, and significantly reduce costs – allowing these savings to be passed down to end investors. Our modern approach to custody, technology, and customer service will delight our users and ultimately free advisors to do what they love: help their clients achieve financial freedom.
Finexus Group is a diversified technology company that offers data processor services, digital money wallets, online payments, financial services, and regulatory solutions. They aim to improve the daily lives of unbanked/underserved people and migrants...
Better Loan Servicing for Everyone
Doheny Asset Management is a Los Angeles, CA-based company in the Financial Services sector.
Sun Life Financial is a leading financial services organization dedicated to helping people achieve lifetime financial security and live healthier lives. We provide a wide range of insurance and investment products and services in key markets around the world including Canada, the United States, the United Kingdom, Hong Kong, the Philippines and Indonesia. At Sun Life, we have more than 34,000 employees and 112,900 advisors worldwide.