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WARREN AVERETT Consistently ranked among the top firms in the Southeast and as the largest locally owned and operated CPA firm in Alabama, Warren Averett is a proven resource for private and public entities.
vantis credit union is a Winnipeg, MB-based company in the Financial Services sector.
Applied Systems is a leading provider of software that powers the business of insurance. Recognized as a pioneer in agency management systems, insurance organizations rely on the company’s software to manage their clients and policies in a consistent manner to minimize risk, reduce operating expenses, and drive sustainable growth and profitability. Leading the industry in technology innovation, Applied Systems has been at the forefront of data exchange between agencies, brokers, carriers and their clients. Today, the company has more than 1,200 employees with customers throughout the United States, Canada and the United Kingdom.
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.
Loan Ecosystem Online (LEO) is a new fintech platform that streamlines the syndicated loan process, eliminating the current guesswork and manual process utilizing excel spread sheets and gives all parties complete transparency into the loan syndication process. The platform conforms to the highest standards of communication and data security.