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Personal Capital is the next-generation financial advisor. Some even say we are fundamentally altering the traditional financial services landscape. We take this as a compliment. Our client-centric business model helps empower individuals to make better money decisions. We combine technology with world-class advisory services to deliver truly personal and objective wealth management solutions for complex financial lives. We provide free tools to help users analyze where they are and determine how to get where they want to go. Our software helps users make well-informed financial decisions by providing them with a holistic view of their money. As a registered investment advisor (RIA), we take an objective approach, holding ourselves to the highest fiduciary standard and always acting in our clients` best interests. Our personal financial advisors are dedicated to each and every client, always delivering conflict-free advice. And we ensure a transparent experience for our clients, with no gimmicks or hidden fees. Our founding team consists of finance and technology veterans who aim to bridge the gap between financial services and technology, making elite financial advisory services available to the masses. Our CEO, Jay Shah, obsesses over our simple seven-word mission, "Better Financial Lives Through Technology and People," and we live up to it every day, improving the finances of over 1.4 million households with our award-winning free tools and revolutionary digital wealth management service.
We are proud to be named a 2017 Bay Area Top Workplace! This honor, awarded by the Bay Area News Group, recognizes our commitment to providing an engaging workplace along with an emphasis on career achievement. Our Executive Team works hard to nurture employee satisfaction, which is one of our core values and a key component to our success. We offer competitive salaries, an employee bonus program, and great benefits package including life insurance, a 401(k) plan with matching up to 4% and a Cash Defined Benefit Plan. In addition to a great reward and recognition program, our organization prides itself in putting on fun, family-oriented annual Employee Appreciation Dinners, bi-annual Summer Picnics and enjoyable team-building activities. As a credit union built on the motto, “People Helping People”, our employees are no different. As a proud Bronze sponsor of the American Cancer Society`s Tri-Valley Relay for Life event, our employees roll up their sleeves each year to assist with fundraising, event planning, and race day participation. Our dedicated staff can also be found supporting their favorite charities through volunteer efforts. Who We Are UNCLE Credit Union proudly serves over 22,000 members with offices in Pleasanton, Livermore (3 locations) and Tracy. We`re pleased to offer the benefits of credit union membership to anyone who lives, works, worships or attends school in the counties of Alameda, Contra Costa, San Joaquin and Stanislaus. Established in 1957, UNCLE Credit Union is a $363 million, full service financial institution. We`re known for our community involvement and for offering exceptional and friendly service. And unlike banks who must answer to their stockholders, we`re a not-for-profit cooperative organized by our members, for our members.
Parsons Federal Credit Union is a Pasadena, CA-based company in the Financial Services sector.
Rotella Capital Management is a Kirkland, WA-based company in the Financial Services sector.
EquiLend's original business plan in 2001 called for providing statistically meaningful industry benchmarks and market data. At that time, no such offering was prevalent in the industry. Since then, the data services market has proven that a demand exists for these products and services. Ten years later, EquiLend initiated the build for a securities finance market data business. By the end of 2011, a raw data feed and graphical user interface were complete. These two products were introduced to an initial test group from our client base and produced a positive response. DataLend has continued to fine-tune its service offering based on user feedback, client needs and market demand, and since going live in January 2013 has brought on more than 30 clients.