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Canoe Intelligence is a first-of-its-kind technology that allows allocators to unlock their data. Canoe reimagines operational workflows and enables clients to transform their processes in order to eliminate manual data entry. By combining industry expertise with the most sophisticated data capture technologies, Canoe automates the digitization of PDF reporting documents into actionable data and intelligence for institutional investors, allocators, and asset servicing firms. With Canoe, clients refocus capital and human resources on business performance and growth. Canoe`s AI-driven platform was developed in 2013 for Portage Partners LLC, a private investment firm, and is relied upon by hundreds of institutional investors, service providers, family offices, and allocators.
We founded Triad Advisors in 1998 with the clear goal of building a different kind of broker/dealer business model for Registered Investment Advisors. The astonishing growth of the Hybrid RIA model validates our founding ideas. Triad Advisors remains in the forefront of an evolving and growing industry. Our executives are involved in industry advocacy at all levels of government and are regularly present at meetings of the Department of Labor, the SEC, the Financial Industry Regulatory Authority (FINRA), Financial Services Institute (FSI) and state-level authorities, representing the best interests of our financial advisors and of the industry as a whole.
Founded in 2003, CashCall, Inc. is one of the nation`s premier lenders. Headquartered in Anaheim, California, the company employs top industry lending professionals, each dedicated to providing exceptional customer service. CashCall simplifies the loan process with innovative technologies to make the process faster, smarter and hassle-free. CashCall Mortgage specializes in low interest mortgage loans and home refinancing for borrowers with good to excellent credit. CashCall Mortgage streamlines the application and lending process, reducing their own costs and passing these savings on to customers by undercutting larger banks and lenders with lower interest rates, no application fees or deposits. NMLS #38512. Missouri branch office: 1600 NE Coronado, Suite 214, Blue Springs, MO 64014 CashCall Personal Loans offers unsecured term loans of up to $25,000. Funds are wired into the borrower`s checking account typically within 24 hours. CashCall Personal Loans have the potential to help customers rebuild their credit score as well, by making payments on time. CashCall Business Loans offers micro business loans to small companies and sole proprietorships, with loan amounts starting at $3,500 up to $30,000 in most covered states, which can be repaid via monthly fixed payments with terms of up to 10 years. Most loans also feature as soon as same-day or next-day funding.
First Horizon Bank, formerly First Tennessee Bank, is a financial services company based in Memphis, Tennessee.
Homeland Credit Union is a Chillicothe, OH-based company in the Financial Services sector.