| Name | Title | Contact Details |
|---|---|---|
Thomas Cook |
Chief Technology Officer | Profile |
Asset Management Group Inc is a Stamford, CT-based company in the Financial Services sector.
Sterling Risk Advisors Inc is one of the leading providers in Financial Services. It is based in Elmira, NY. To find more information about Sterling Risk Advisors Inc, please visit www.sterlingriskadvisors.com
Capital Z is one of the leading companies 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.
Say `hello` to the new Promontory MortgagePath LLC! We`ve integrated our powerhouse teams - including Promontory Fulfillment Services and PromonTech - into one, marking a milestone in our journey to make the mortgage process faster, simpler and more inclusive for all borrowers and lenders. At Promontory MortgagePath, we combine extensive lending expertise with trailblazing tech leaders to provide efficient, cost-effective mortgage fulfillment and due-diligence services to lenders of all sizes. We`re a fast-growing team of passionate problem solvers on a mission to fundamentally change the way lenders approach their mortgage businesses. We`re inspired by what we do and believe in leveraging dynamic technology to engineer a faster, simpler, more-inclusive mortgage process – from start to finish. Our comprehensive service offering helps lenders remain competitive – and profitable – in an ever-changing mortgage market. With our solution, lenders leverage proprietary point-of-sale technology to co-pilot the application process, collaborate with borrowers and access in-app efficiency tools. Then, we process and underwrite each loan using lender-provided business rules and finally, close in the lender`s name. Our mission is to increase transparency and lower costs – benefiting consumers and the community-oriented institutions serving them.