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Headquartered in Dallas, Texas, Custodia Financial is an innovator dedicated to improving retirement outcomes. The company is a collaboration of industry experts with a history of successfully launching attractive new products into defined contribution platforms. Custodia spent four years developing its proprietary Retirement Loan Eraser™ platform. Designed to prevent retirement leakage caused by involuntary loan defaults, Retirement Loan Eraser ensures tax and regulatory compliance to effectively meet the needs of participants, plan sponsors and plan providers.
Robertson, Griege & Thoele is a Dallas, TX-based company in the Financial Services sector.
Acopia Home Loans is a residential mortgage lender, committed to helping qualified home buyers achieve their dream of home ownership. Purchasing a home should be exciting, yet it can be stressful. Eliminating that stress requires the insight and suppor...
City National Bank offers a full complement of banking, trust and investment services through 75 offices, including 16 full-service regional centers, in Southern California, the San Francisco Bay Area, Nevada, New York City, Nashville and Atlanta. Its 3,600 colleagues deliver highly personal service and complete financial solutions to entrepreneurs, professionals, their businesses and their families.
Founded in 2004, Tervela delivers the next-generation communications infrastructure - the Message Network(tm). This platform was designed and engineered to exceed the information dissemination and processing requirements of the world's most demanding financial services institutions.