| Name | Title | Contact Details |
|---|
Lateef Management Associates is a Greenbrae, CA-based company in the Financial Services sector.
The Receipt Bank Group has been revolutionising accounting for small business since we were founded in 2010. We began life as the first software company to automate the collection and data extraction of receipts and invoices. Today, we provide technology that unlocks the value of accounting data, automates the bookkeeping process and helps build more valuable accountant-client relationships. Our award-winning AI and automation technologies are used by over 5,000 accounting & bookkeeping firms and tens of thousands of small business customers globally, who in turn benefit from cost savings, effortless bookkeeping, and real-time accounting.
Clear Street is a new prime broker founded by industry veterans. We understand firsthand the challenges facing today`s most active market participants and are taking a technology-first approach to modernizing, and improving, the brokerage experience. Launched in 2018, Clear Street is the first prime built on cloud-based infrastructure. Our platform offers clients easy access to everything they need to trade, including execution, financing, clearing, and custody. On an average trading day, clients use Clear Street to process more than $1 billion in trades of U.S. equities and options. In addition to its prime business, Clear Street also owns Clear Street Markets, a market maker founded in 2011.
Sourceone Credit Union is a Chicago, IL-based company in the Financial Services sector.
On Dec. 1, 2022 Triumph Bancorp, Inc. changed our name to Triumph Financial, Inc. Triumph Financial is a financial and technology company focused on payments, factoring and banking. Through our brands —TriumphPay and Triumph – we use technology and innovation to reduce friction in cash flow management and increase the speed of payments for the trucking industry. Our TBK Bank brand provides consumer, business and commercial banking solutions, including a full range of lending products. We create value by driving businesses and communities of all sizes toward the future. This is our purpose and how we help people triumph.