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

Flat Rock Global

Flat Rock Global is an alternative credit manager investing in areas of the credit markets we believe are less efficient with the dual objective of preservation of capital and generation of current income. Flat Rock funds are available exclusively to R...

Welcome to FIS Group

Welcome to FIS Group is one of the leading providers in Financial Services. It is based in Charlotte, NC. To find more information about Welcome to FIS Group, please visit www.fisgrp.com

Parcion Private Wealth

Parcion Private Wealth is an independent multi-family office that partners with entrepreneurs, business owners and their families to optimize wealth events and beyond through smart planning, strong advocacy and prudent investment management. With headquarters in the Seattle area, Parcion`s experienced team helps clients preserve the legacy they`ve built to support their families and communities.

Porcupine Credit Union Limited

Porcupine Credit Union Limited is a Porcupine Plain, SK-based company in the Financial Services sector.

Truist Securities

Truist Securities is the full-service corporate and investment banking arm of Truist Financial Corporation. With a rich history extending back more than 125 years, Truist Securities offers a robust capital markets and investment banking platform that includes a comprehensive array of strategic advisory, mergers and acquisition and capital markets capabilities for corporate and institutional clients, including sales, trading and research services in both fixed income and equity. The firm also provides corporate finance, asset finance, risk management, liquidity and treasury management solutions to meet clients` full spectrum of financial needs. Headquartered in Atlanta, Truist Securities encompasses more than 1,400 teammates in offices located across the U.S.