| Name | Title | Contact Details |
|---|---|---|
Mariana Abdala |
VP of Product | Profile |
InvestCloud is the global software leader in digital transformation for the wealth management industry, and the US leader for personalisation and scale across Advisory programs including unified managed accounts (UMA) and separately managed accounts (SMA). InvestCloud today supports over $6 trillion of assets with over 550 direct clients, including banks and wealth managers, private banks, and asset managers. The company offers digital client and advisor experiences and tools that enable the development of front-office wealth management solutions, and UMA/SMA portfolio management, trade execution, accounting, model management and performance investment solutions, resulting in best-in-class experiences and operations for the wealth and asset management industry. Headquartered in New York, InvestCloud has offices around the world including the United States, Canada, United Kingdom, Switzerland, Italy, Singapore, Japan, and Australia.
Fulton County Federal Credit Union is a Gloversville, NY-based company in the Financial Services sector.
Idea Financial is a digital lending startup that provides Main Street businesses with the resources they need to be successful. Providing a variety of financial products and useful services, Idea Financial is a partner to small businesses throughout the country. Small businesses need, now more than ever, increased financial agility and control to compete in today`s marketplace. At Idea Financial, we use our financing expertise, cutting edge technology, and commitment to superior customer service to develop and provide financial products that give businesses just that: control of their finances. Our primary goal and motivation is to help our customers transform their business ideas into reality. As a result, we empower our customers to improve their cash flow, mitigate business risk, invest with a low cost of capital, and grow their business acumen.
The Korea World Inc is a Houston, TX-based company in the Financial Services sector.