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

Interbank FX

Interbank FX is one of the leading companies in the Financial Services sector.

Latitude Partners

Latitude Partners is a Toronto, ON-based company in the Financial Services sector.

American Financial Solutions

American Financial Solutions is a Seattle, WA-based company in the Financial Services sector.

Think Bank

People and money. For most of us, it`s a complicated relationship. We`re here to uncomplicate it – to help people create simpler, more meaningful relationships with their money, so that they can get where they want to go. We do that by getting to know our customers (really know them!) and their unique situations, asking honest questions, and offering advice in plain human speak. Whatever keeps people up at night - the real, impactful things in life - are what we want to help with. With industry-high customer satisfaction and employee engagement ratings every year, we`re known for our culture of caring, curiosity, and optimism. As a mutual bank owned by our customers, our sole focus is serving them. And our team never (ever) makes a commission, an approach that means customers can always trust that what we`re recommending is truly best for them. Money pulls the strings of our hopes and dreams – the big-picture stuff that`s most significant in life. We get that – and we`re honored to be a part of it. So let`s sit down, get to know each other, and chat about what you want your money to do. Meet your money at Think Bank!