| Name | Title | Contact Details |
|---|---|---|
Justin Fontenot |
Director of Governance Risk and Compliance | Profile |
Alexander Grigoryan |
Chief Technology Officer | Profile |
Adam Healy |
Chief Security Officer | Profile |
Capital Processing Network is a Phoenix, AZ-based company in the Financial Services sector.
Universal 1 Credit Union is a Dayton, OH-based company in the Financial Services sector.
Accord Financial Corp., founded in 1978 and traded on the TSX (symbol: ACD), is one of North America`s leading independent commercial finance companies. Serving clients throughout the US and Canada, Accord helps businesses manage cash flow and maximize opportunities with a broad range of asset-based lending solutions, including: accounts receivable financing, inventory finance, equipment leasing, trade finance, and film/media finance.
Special Fund Conservation is a New York, NY-based company in the Financial Services sector.
AdvisorEngine is a digital platform to supercharge advisor growth. A pioneer in digital wealth management technology, AdvisorEngine was the first company to integrate private-label robo-advice within a full enterprise B2B digital wealth management technology platform. Built from the beginning specifically for financial advisors, AdvisorEngine enables advisors to serve traditional wealth management clients and fully digital clients entirely from a single platform. From online account opening and report automation to comprehensive API platforms—and everything in between—AdvisorEngine provides the tools advisors need to scale more efficiently and compete more effectively. Founded by a team of experienced, creative financial and technology executives, AdvisorEngine continues to innovate in order to keep advisors at the forefront of wealth management.