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At Advise Insurance, we provide free and unbiased Medicare plan advice, insurance plan comparisons, and resources to help ensure patients maintain their preferred physicians and the quality of care they trust.
Cardplatforms® is a financial technology company that delivers impactful payments solutions to underserved populations and markets, where traditional financial services have failed to provide affordable and convenient options. Leveraging a unique blend of industry expertise and proprietary technology, Cardplatforms creates white-label prepaid debit card solutions for payroll, corporate expenses, incentives, government benefits and legal settlements. Our solutions are not one-size-fits-all like the standard prepaid card program. We believe every partner has their different requirements, preferences and challenges so we work side-by-side with them to design programs specifically tailored to their needs and branded for their company. Our experience navigating an ever-changing payments landscape, combined with the control provided by our Blu Box™ technology platform, allows us to fully customize programs and get them launched faster.
Momnt powers modern lending solutions that enable businesses to provide low-friction financing to their customers at the moment they need it — all funded by trusted lending partners. Its API-based platform leverages alternative data sources and ML/AI-informed decisioning to present real-time loan offers fit to each individual borrower, all done within the banking industry`s current regulatory infrastructure. Visit momnt.com for more information.
Appleton Partners is a Boston, MA-based company in the Financial Services sector.
Atria Wealth Solutions (Atria) is a modern wealth management solutions holding company founded in 2017 by three seasoned wealth management executives, Doug Ketterer, Eugene Elias and Kevin Beard, backed by Lee Equity Partners (LEP), and designed specifically for today’s financial advisors and their clients. The company’s core mission is to help its subsidiaries empower their financial advisors with a next generation set of tools, services and capabilities that support their growth and enable them to prosper in a digitally connected and constantly evolving financial environment. At the same time, Atria believes it is critical to help its subsidiaries meet the ongoing needs of their financial advisors’ end clients by providing them with choice, access and transparency. Atria’s subsidiaries will combine these capabilities and features into a holistic integrated solution for both financial advisors and their end clients. In order to compete and succeed in today’s environment, financial advisors must have access to and be supported by the highest quality resources, innovative solutions, and a firm that listens and responds to their and their clients’ needs first. Atria is not a registered investment advisor or a broker dealer and do not provide investment advice. Investment advice is only provided by our subsidiaries that are registered investment advisers or broker dealers. Every investor is advised to conduct his or her own research, due diligence, and consult with a financial advisor before making an investment decision.