| Name | Title | Contact Details |
|---|
Ultimus Fund Solutions provides highly customized and comprehensive middle and back office services to investment advisers. Ultimus` high-quality services include solutions for mutual funds, separately managed accounts, private investment funds and other pooled investment structures. Our offering comes with a deep commitment to excellence, achieved through our investments in both talent and technology, with constant focus on maintaining our boutique service culture. As a result, Ultimus has stood out as an award-winning, trusted business partner to investment advisers and fund families since 1999. Ultimus` comprehensive service solutions are performed by seasoned teams of accountants, attorneys, paralegals, application developers and other professionals with a wealth of financial services experience.
University Credit Union is a member-owned financial institution offering banking, loans, insurance, and financial planning.
ValueSetters is a publicly-traded, boutique advisory firm, based in Boston. Our team of experts, including entrepreneurs, angel investors, and industry specialists, work with companies at all stages to provide assistance with capital raising, strategy, and technology consulting. We also take equity stakes in promising technology start-ups.
Suncoast Credit Union is the largest credit union in the state of Florida, the ninth largest in the United States based on membership, and the 10th largest in the United States based on its $12.6 billion in assets.
Bull Dog Federal Credit Union is a Hagerstown, MD-based company in the Financial Services sector.