HR Execs on the Move

WealthForge

www.wealthforge.com

 
At WealthForge, we believe the future of raising private capital can be much easier than it is today. Traditionally, the private placement process has been known for being complex and painfully inefficient. This has created an enormous opportunity for change. We`ve created a solution that integrates cutting edge technology with the safety and security of a trusted third-party partner. The result? All stakeholders involved in the process enjoy greater transparency and efficiency—and less aggravation. Our ultimate goal is to eliminate the friction involved with private placement transactions by moving the entire process online making everything faster, more transparent and compliant.
  • Number of Employees: 25-100
  • Annual Revenue: $1-10 Million

Executives

Name Title Contact Details

Similar Companies

SignatureFD

SignatureFD, LLC is a dynamic financial design firm passionate about providing you the financial peace of mind necessary to allow you to live confidently, fully, and purposefully. Our belief is that any financial design must start with your life as the central focus and then move outward to the solutions that fit your specific needs. Through our innovative Wealth Blueprint Process, our experienced team helps you discover your life goals, identify how best to employ your wealth to achieve those goals, and implement strategies for success. More than just wealth management, more than just financial advice; SignatureFD designs a personalized, comprehensive wealth program for you that is as unique as your own signature.

Hillsboro Lighthse Prsvtn Scty

Hillsboro Lighthse Prsvtn Scty is a Pompano Beach, FL-based company in the Financial Services sector.

Vigil Trust

Vigil Trust is a Wausau, WI-based company in the Financial Services sector.

Shell Federal Credit Union

 Shell Federal Credit Union was chartered in Feb 1937 to provide financial services to its 40 original members inside the Shell Deer Park plant. As members – not customers, they were part owners and as such, had a voice in how the Credit Union was to be run. The charter members elected a volunteer board to oversee CU operations and today Shell FCU’s field of membership includes anyone who lives, works, worships or attends school in Harris County, Texas. Today, Shell Federal Credit Union proudly serves over 65,000 members, manages more than $630 million in members’ assets and employs over 230 dedicated professionals. In addition to time spent at work, some employees are also part of the FCU “Furthering Community Unity” Team powered by Shell FCU. Shell FCU offers its members a full range of financial products and services, including competitive savings accounts, free checking, second chance checking, affordable loans, short term loans, mortgages, certificates/IRAs, free online services, business account services, free financial education and more. For longer term investments the Credit Union provides access to the MEMBERS Financial Services Program. Credit Union membership is a value added benefit businesses can also offer their employees. The sole purpose of Shell FCU is to meet the financial needs of members while providing them exceptional member service.  

U.S. Trust, Bank of America Private Wealth Management

U.S. Trust is a bank holding company for U.S. Trust Co. of New York, providing investment management and banking services. (Source: 10-K)