| Name | Title | Contact Details |
|---|---|---|
Kevin Winter |
Vice President Information Security | Profile |
Noel Calhoun |
Chief Technology Officer | Profile |
Vishal Saxena |
Chief Technology Officer | Profile |
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.
Unison introduced the home ownership investment category in 2007. Unison provides homeowners with long-term financing in exchange for the opportunity to share in the gain or loss in the home`s value when they decide to sell – up to 30 years later. There are no interest charges or monthly payments on the investment. Over the last decade, we`ve become the largest home ownership investor and expanded nationwide by working with lenders, regulators and institutional investors to integrate home ownership investing into the U.S. housing finance system. What sets Unison apart is true partnership: we invest at the same home value as the homeowner and share with them the downside risk and upside potential - in Unison. Unison HomeBuyer opens the door for people to buy the home they want with less debt and risk, typically by doubling the purchaser`s down payment. This larger down payment makes it easier to qualify for a loan, increases buying power, lowers the monthly payment and/or allows a buyer to reserve cash. Unison HomeOwner provides cash now to current homeowners without the added debt or payments of a home equity loan or HELOC. Homeowners use the money to eliminate debt, remodel, pay for school invest, or as a cash cushion for financial stability.
Community Choice Financial is a Dublin, OH-based company in the Financial Services sector.
First Command Financial Services, Inc. coaches our Nations military families in their pursuit of financial security. Since 1958, First Command Financial Advisors have been shaping positive financial behaviors through face-to-face coaching with hundreds of thousands of client families.
Tradeweb Markets Inc. (Nasdaq: TW) is a leading, global operator of electronic marketplaces for rates, credit, equities and money markets. Founded in 1996, Tradeweb provides access to markets, data and analytics, electronic trading, straight-through-processing and reporting for more than 40 products to clients in the institutional, wholesale and retail markets. Advanced technologies developed by Tradeweb enhance price discovery, order execution and trade workflows while allowing for greater scale and helping to reduce risks in client trading operations. Tradeweb serves approximately 2,500 clients in more than 60 countries. In an average trading day, Tradeweb facilitates more than $570 billion in notional value.