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Paul Scherer is a New York, NY-based company in the Financial Services sector.
Avantax, Inc. (NASDAQ: AVTA) delivers tax-focused wealth management solutions for Financial Professionals, tax professionals and CPA firms, supporting our goal of minimizing clients` tax burdens through comprehensive tax-focused financial planning. We have two distinct, but related, models within our business: the independent Financial Professional model and the employee-based model. We refer to our independent Financial Professional model as Avantax Wealth Management®. Avantax Wealth Management offers services through its registered broker-dealer, registered investment advisor (RIA), and insurance agency subsidiaries and is a leading U.S. tax-focused independent broker-dealer that works with a nationwide network of Financial Professionals operating as independent contractors. We refer to our employee-based model as Avantax Planning Partners℠. Avantax Planning Partners offers services through its RIA and insurance agency by partnering with CPA firms to provide their consumer and small-business clients with holistic financial planning and advisory services.
Corporate One Federal Credit Union is a Columbus, OH-based company in the Financial Services sector.
Founded in 2005 with a mission to build a merchant inspired payments platform that would advance the goals of its SMB and enterprise clients and distribution partners, Priority is a leading provider of merchant acquiring and commercial payment solutions. Our platform offers unique product and service capabilities to small and mid-sized businesses (“SMBs”), enterprises of varying age/stage and distribution partners (Retail ISO`s, Financial Institutions, Wholesale ISO`s and ISV`s) across the United States. Since 2013, Priority has grown from the 38th largest U.S. merchant acquirer to become the 13th largest as of the end of 2017. Priority is currently the 6th largest non-bank merchant acquirer in the United States. In 2017, the Company processed over 439 million transactions and over $34 billion in payment volume across a network of approximately 174,000 merchants. Headquartered in Alpharetta, GA, Priority has approximately 480 employees and is led by an experienced team of payment technology executives.
USC Education Savings is a Mississauga, ON-based company in the Financial Services sector.