CTOs on the Move

4U Platform

www.4uplatform.com

 
Born from the collaborative efforts of financial services industry insiders and innovative technology partners, 4U offers a breakthrough solution for modernizing and optimizing the important cross-industry partnership between investment companies (ICs) and wealth management firms (WMFs). Through it`s two key platform components, 4U provides a secure, user-friendly, digital workspace that connects multiple partners to streamline collaborative workflow and drive business growth by getting approved - and compliant - resources into the hands of those who need it - when and how they want it. Whether you`re an IC with great content, tools and resources -- or a WMF eager to ...
  • Number of Employees: 25-100
  • Annual Revenue: $1-10 Million

Executives

Name Title Contact Details
Daniel Baggott
Chief Technology Officer Profile

Similar Companies

American Enterprises

American Enterprises is a Germantown, WI-based company in the Financial Services sector.

seattle funding group

seattle funding group is a Bellevue, WA-based company in the Financial Services sector.

CommonBond

CommonBond provides better student loans to students and recent graduates. As a founding team, we have over 70 years of experience in consumer finance and capital markets. We’re combining our corporate experience with our entrepreneurial passion to improve your finances. Core to our mission is our social promise: For every degree fully funded through the company`s platform, the company will fund the education of a student in need abroad for a full year. CommonBond has partnered with Pencils of Promise to make this a reality. The team was inspired by companies like TOMS Shoes and Warby Parker to act as, what the team calls, an "enlightened company." The team believes strongly that business can be and should be a source for positive change.

Cy-Fair Federal Credit Union

Cy-Fair FCU has evolved from a handful of employees with a few dollars to a major financial institution serving more than 20,000 members. The most important things have remained the same: visionary, stable leadership you can trust; a personal commitment to each member`s financial wellbeing; and an unwavering sense of responsibility to strengthen our schools, neighborhoods, and community. For 58 years, Cy-Fair has walked with their members through key life events, and helping them unlock their needs today and their hopes for tomorrow.

Linn-Co Federal Credit Union

Linn-Co Federal Credit Union is a Lebanon, OR-based company in the Financial Services sector.