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We created the world`s most integrated and unified WealthTech platform. Advisor360° was thoughtfully built for wealth management enterprises with the purpose of driving advisor, support staff, and enterprise productivity.
City 1st Mortgage is a provider of mortgage services with branches nationwide.
Prestige Planning is a Lake Elmo, MN-based company in the Financial Services sector.
Align Income Share Funding was started as Cumulus Funding in 2011, as the first source of Income Share Agreements (ISAs) to the general public in the United States. ISAs are a more flexible alternative to a personal loan. Instead of payments being based on a fixed interest rate over a set time frame, ISA payments are based on a small percentage of a consumers future income over a fixed period of time. Payments fluctuate with income, potentially all the way to zero if someone becomes unemployed. At Align, we understand that incomes are not always steady and that there is a need for a more flexible financial tool to account for this. Align customers use ISAs to pay for almost anything you can imagine - medical bills, consolidate more expensive debt, car repairs, or even a wedding. We are a team of dedicated professionals who pride ourselves in aligning our interests with our customers.
We will strive to be the leading socially and environmentally responsible family real estate development and investment firm in New England. Our focus will be strategic acquisitions, investments, and development in Boston and New England. We will leverage our resources and leadership by partnering with diverse socially responsible organizations to enhance and enrich people`s lives. Within a rewarding and challenging environment, we will manage core investments to create long-term wealth. We will change people`s lives.