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

Wealth Accumulation

Wealth Accumulation is a Littleton, CO-based company in the Financial Services sector.

Himelsein Mandel Fund Management

Himelsein Mandel Fund Management is a New York, NY-based company in the Financial Services sector.

PeerIQ

Leveraging latest technologies, emerging lenders are serving consumers more efficiently than ever. But these lenders face major capital sourcing constraints. Our platform provides a bridge between lenders and the capital markets, allowing new capital to access the sector–and ultimately help millions of borrowers achieve their financial goals.

Concorde General Agency

Concorde General Agency is a Fargo, ND-based company in the Financial Services sector.

comprehensive financial management

comprehensive financial management is a Los Gatos, CA-based company in the Financial Services sector.