| Name | Title | Contact Details |
|---|---|---|
Jameson Lopp |
Chief Technology Officer | Profile |
Walker Partners is a Austin, TX-based company in the Financial Services sector.
Entrustody represents freedom. We are a digital-first custodian and technology company driven by a simple mission: liberating RIAs from traditional legacy custodians. Our platform is built on next-generation technology—unencumbered by technical debt—freeing us to reduce friction, empower our users to do more, and significantly reduce costs – allowing these savings to be passed down to end investors. Our modern approach to custody, technology, and customer service will delight our users and ultimately free advisors to do what they love: help their clients achieve financial freedom.
Vantage Consulting Group is a Virginia Beach, VA-based company in the Financial Services sector.
UMTH Funding Services LP is a Richardson, TX-based company in the Financial Services sector.