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InvestCloud is the global software leader in digital transformation for the wealth management industry, and the US leader for personalisation and scale across Advisory programs including unified managed accounts (UMA) and separately managed accounts (SMA). InvestCloud today supports over $6 trillion of assets with over 550 direct clients, including banks and wealth managers, private banks, and asset managers. The company offers digital client and advisor experiences and tools that enable the development of front-office wealth management solutions, and UMA/SMA portfolio management, trade execution, accounting, model management and performance investment solutions, resulting in best-in-class experiences and operations for the wealth and asset management industry. Headquartered in New York, InvestCloud has offices around the world including the United States, Canada, United Kingdom, Switzerland, Italy, Singapore, Japan, and Australia.
Ameristate Bank is one of the leading providers in Financial Services. It is based in Atlanta, GA. To find more information about Ameristate Bank, please visit www.ameristatebank.com
Valmar Holdings is a company that offers premium fintech apps and solutions in the world of finance, auto, software development, and more.
Alexander is a Woodstock, GA-based company in the Financial Services sector.
Petal's aim is to bring financial innovation and opportunity to everyone. We use modern technology to help people build credit, avoid debt, and spend responsibly. When you apply for Petal, we use your banking history to instantly create a Cash Score — a measure of your creditworthiness based on income, spending, and savings history. It could help you qualify for a Petal credit card, even if you've never had credit before.