| Name | Title | Contact Details |
|---|---|---|
Orit Kendal |
Chief People Officer | Profile |
Keith Reed |
Chief Customer Officer | Profile |
Jim Chidester |
Vice President - Product Marketing | Profile |
Nancy Sansom |
Chief Marketing Officer | Profile |
Ward Schultz |
Chief Financial Officer | Profile |
CircleUp is an online private company investment platform. They provide accredited investors free access to direct investments in high-growth consumer product and retail private companies that were previously difficult to identify and access. For retail and consumer product entrepreneurs, they offer an efficient way to access a network of sophisticated investors as well as value added partners. Typical investments on CircleUp are food, personal care, pet product, apparel or retail/restaurant companies with >$500K in revenue and are looking to raise $100,000 to $2.0 million in growth equity. A highly selective percentage of companies that apply are listed on their site. As the largest equity based crowdfunding site, CircleUp provides not only access to interesting consumer and retail private company investments, but also a wide ranging, sophisticated investor network. Their investor base includes retail and consumer product industry experts, venture capital, private equity and other financial professionals, business leaders, angel investors and others interested in expanding their investment portfolios with private company investments. Investors can review a curated list of private company investments, ask questions to the management team, request product samples and complete their private company investment online via CircleUp.
Credible`s brings simplicity, choice and unbiased support to all of life`s important financial decisions. With Credible borrowers are always in control. We let you compare personalized loan offers from multiple vetted lenders, giving you the power and confidence to improve your financial future. Our leadership team has over three decades of experience in finance, technology, and marketing, brought together by a fierce desire to give every consumer the power and confidence to improve their financial future. Credible is based in San Francisco, California.
Texas Trust Credit Union is committed to being our members` partner providing a lifetime of financial services adjusted to their needs while maintaining a financially strong full-service cooperative. We are `Building Brighter Financial Futures.` COMPANY OVERVIEW Founded in 1936, Texas Trust is a community credit union serving more than 114,000 members. With over $1.2 billion in assets, Texas Trust serves the Greater DFW area with 22 total branches. Texas Trust provides a portfolio of services that include traditional financial solutions as well as insurance, investments and a full array of business products and a team of small business experts poised to serve members at every turn. Our commitment to service has earned us multiple awards in every community we call home. Employees at Texas Trust have also volunteer over 3,200 hours a year helping us spread the Texas Trust story and showing our commitment to our community. Because of our employees, Texas Trust was voted as one of the Top 100 Places to Work by the Dallas Morning News. This credit union is federally insured by the National Credit Union Administration. We at Texas Trust firmly believe that our employees drive the success of the credit union. With success in mind as the ultimate goal, we strive to create and provide an environment that offers challenging, stimulating and financially rewarding opportunities.
Credit Agricole CIB is one of the leading companies in the Financial Services sector.
Since our founding in 1934, we have been singularly focused on one thing: providing world-class personal service and financial security to our Members. This isn`t just something we say—everything we do, every decision we make, is with an unwavering commitment to serving the best interests of our Members. Although we offer the same products and services as other financial institutions, our structure and culture are vastly different. Banks are for profit, while credit unions are Member-owned financial cooperatives, meaning our excess earnings are returned to our Members in the form of lower rates on loans, higher rates on savings, low-to-no fees, and many complimentary services. We take to heart the “people helping people” philosophy, the principle on which credit unions were founded. Pledging ourselves to this idea not only means our steadfast dedication to Member service, but also actively supporting the communities we serve through events, donations, scholarships, and financial literacy programs. Consumer Reports recently published findings from a study they`ve been conducting since 2012 to rate “key aspects of customer service care” across 22 industries. Credit unions were rated the best industry with a score of 90 out of 100. And, SchoolsFirst FCU ranked the best among all credit unions nationwide. We serve school employees and their families across the state of California. As the largest education-based credit union in the U.S., and the fifth largest credit union by asset size, our financial stability can be attributed to one thing: continually providing our Members with world-class personal service to help them better their financial lives. Equal Housing Opportunity. Federally Insured by NCUA.