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Synergy One Lending is committed to simplifying the home buying experience. As a national mortgage lender, we offer the best combination of the digital mortgage technology our client`s want along with the expertise of our team they need. Whether you are a millennial, baby boomer or luxury home buyer, Synergy One Lending stands out because of our relentless pursuit of excellence in our people, our process and the client experience.
Pave is a marketplace lending platform that aims to provide the Millennial generation with a better way to borrow: one that`s simpler, more personal, and more affordable.
POSaBIT, Inc. is a financial technology company based in Kirkland, WA. POSaBIT offers payment processing and point-of-sale systems to a wide variety of merchants and industry verticals. POSaBIT`s trusted payment processing system is MTL/MSB compliant. For high-risk industries like cannabis, we provide an easy way for customers to acquire digital currency at the point of sale -- which they can use to make purchases immediately at your store or save for later. DoubleBeam is a cloud-based point-of-sale system with everything you need to get your food business up and running. Highly sophisticated reporting, integrated loyalty campaigns, and proactive support make us the top choice for menu management. You can set up the sleek hardware in less than 15 minutes, and the software is intuitive and easy-to-use. We offer a full suite of products to suit everyone from corporate cafeteria chains to large events.
Personal Capital is the next-generation financial advisor. Some even say we are fundamentally altering the traditional financial services landscape. We take this as a compliment. Our client-centric business model helps empower individuals to make better money decisions. We combine technology with world-class advisory services to deliver truly personal and objective wealth management solutions for complex financial lives. We provide free tools to help users analyze where they are and determine how to get where they want to go. Our software helps users make well-informed financial decisions by providing them with a holistic view of their money. As a registered investment advisor (RIA), we take an objective approach, holding ourselves to the highest fiduciary standard and always acting in our clients` best interests. Our personal financial advisors are dedicated to each and every client, always delivering conflict-free advice. And we ensure a transparent experience for our clients, with no gimmicks or hidden fees. Our founding team consists of finance and technology veterans who aim to bridge the gap between financial services and technology, making elite financial advisory services available to the masses. Our CEO, Jay Shah, obsesses over our simple seven-word mission, "Better Financial Lives Through Technology and People," and we live up to it every day, improving the finances of over 1.4 million households with our award-winning free tools and revolutionary digital wealth management service.
The Cornerstone Advisors team defines success by how well we improve the strategies, technologies and operations of our clients – and how well this translates into improved financial performance. Having worked with hundreds of national and international financial institutions, Cornerstone professionals have developed an expertise in how banks and credit unions operate and the best practices that enable high performers to succeed. We have also developed a comprehensive understanding of the technology providers that serve the financial services industry – what works, what doesn`t, and how an organization can best leverage its technology dollars. Formed by some of the financial industry`s most respected strategy and technology consultants, Cornerstone`s goal is to continue building an advisory firm that is legendary for the value we bring to financial services clients. Simply put, Cornerstone`s industry knowledge is unmatched, and our “no nonsense” approach to closing the gap between strategy and reality can help institutions improve their competitive position in the market.