| Name | Title | Contact Details |
|---|---|---|
Matthew Covarrubias |
Director, Applications, Technology | Profile |
Affinity Credit Union is a Des Moines, IA-based company in the Financial Services sector.
Clean Energy Ventures invests in scalable early-stage climate tech startups and clean energy technologies addressing global climate change.
Partnervest Financial Group LLC is one of the leading providers in Financial Services. It is based in Garden City, NY. To find more information about Partnervest Financial Group LLC, please visit www.partnervest.com
We are an independent, leading provider of bespoke private wealth and corporate administration services to companies, individuals and families across the world. Our clients` interests are at the forefront of everything we do. We are focused on delivering excellence in client service at every opportunity. A consistent quality of thinking that has shaped our reputation for innovation and proven delivery for over 50 years.
Wealth Access is an innovative wealth management technology firm that provides reporting solutions for the high net worth advisor and investor community. Its proprietary and diagnostic cloud-based platform aggregates information from more than 20,000 financial services institutions and various holdings to deliver an aggregated view, allowing for better decision support in investments, tax planning, insurance and other complex situations faced by high net worth individuals. Founded by a former Merrill Lynch high net worth advisor, Wealth Access provides a complete platform for advisors to collaborate with other professionals and position themselves central to their clients` lives. Headquartered in Nashville, TN, Wealth Access is backed by successful investors and notable wealth management technology platforms.