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Our platform helps people digitally locate their old 401k and transfer it seamlessly into a new account at any financial institution – without the paperwork, phone calls, and faxes of the past. In doing so, we`re automating the process by which $500 billion in 401k assets is rolled over each year.
Department of Veteran Affairs Credit Union is a Washington, DC-based company in the Financial Services sector.
Madison Capital is a Owings Mills, MD-based company in the Financial Services sector.
Calibre CPA Group is a full-service accounting and advisory firm with big capabilities. We focus on helping tax-exempt organizations and business enterprises nationwide make a difference through proactive and value-added accounting, audit, taxation, forensic and risk advisory, and payroll compliance services.
The Leon Levine Foundation is a philanthropic organization that invests in programs and organizations that improve the human condition through investments in education, healthcare, human services, and Jewish values.