| Name | Title | Contact Details |
|---|
Lumiant is an award-winning cloud-based advice and client engagement platform, where clients and their advisors connect around their lives, values and finances, helping them make better choices and live their best lives confidently. Lumiant proudly champions the non-Chief Financial Officer of the household, which supports advisors in increasing conversions, revenue, referrals, and retention over multiple generations. Lumiant`s mission is to radically transform the way advice is delivered. Its financial client experience software achieves this by uncovering the underlying motivators driving clients` financial decisions. Then, using its suite of client engagement and financial management tools, finance professionals can identify, track and measure the goals, strategies and tasks to shape and sustain extraordinary lives for their clients. For the first time, the client experience has been uncoupled from financial products and benchmarks that advisers have no control over. With the entire experience anchored in what clients truly value and measured against their overall wellbeing.
Willow Street is located in Jackson, Wyoming. The firm provides directed trustee, private family trust company administration and family office services to multigenerational families in the United States and internationally. Due to its advantageous tax environment, strong asset protections and innovative trust laws, Wyoming has emerged as a leading trust situs. Our firm has worked closely with families and their advisors for more than 10 years – providing Private Family Trust Company administration and Family Office services to multinational families. Willow Street Trust Company of Wyoming was formed to deepen our services to these families and their advisors, applying the broad knowledge gained and offer an additional way to establish situs in Wyoming.
CHF Investor Relations is a Toronto, ON-based company in the Financial Services sector.
Velocity Merchant Services is a Downers Grove, IL-based company in the Financial Services sector.
We are the leading international technology manager and financing expert in the IT, industrial, and healthcare technology sectors. Nearly 1,200 employees across 30 countries manage a technology portfolio worth €7.8 billion (2021). We have been managing our customers` technology investments for more than 40 years, covering the entire lifecycle from procurement and use to data erasure, refurbishing, and remarketing. Our business model has been based on the principles of the circular economy since 1979. What else makes us so special? Our independence from banks and manufacturers. By the way: We have been carbon-neutral since 2021. To achieve this, we avoid, reduce, or offset all CO₂ emissions generated by our business activities.