CTOs on the Move

Connectus Wealth Advisers

www.connectuswealth.com

 
  • Number of Employees: 25-100
  • Annual Revenue: $1-10 Million

Executives

Name Title Contact Details

Similar Companies

Los Alamos National Bank

Los Alamos National Bank was established in June 1963 by a group of local investors who saw the need for a convenient, full-service community bank. Now one of the largest and strongest banks in the state, LANB continues to be locally owned and operated by Trinity Capital Corporation, a one-bank holding company. We are committed to our customers and to those activities that foster a better quality of life in the communities we serve. Our goal is to provide individuals with the best financial products available, combined with excellent customer service. Please let us know how we can be of service to you.

Cyndx

Cyndx is an open technology platform that enhances and empowers all stakeholders in the capital raising and M+A processes. Cyndx identifies growth opportunities for entrepreneurs, investors, and advisors. Unlike other deal-platforms, Cyndx does not operate as a broker-dealer, rather Cyndx equips the user with the analytics, tools, and insights necessary to source, contact, and manage a deal. 

The Cyndx product suite consists of 3 SaaS platforms, powered by advanced machine-learning algorithms and natural language processing. 
Cyndx Finder introduces a unique way to identify new business opportunities. Cyndx Finder generates a target list of companies based on semantic functionality and finds the comparable companies for your target in seconds. Cyndx Finder also provides deeper insights into companies’ firmographic backgrounds and financial histories. Cyndx Finder’s powerful algorithmic discovery pulls up companies that you never would have found otherwise. Cyndx Raiser streamlines the deal management process by curating a list of appropriate investors for your expected deal. Cyndx Raiser analyzes your firm’s expected raise, your company’s history, its key players, and the operating industry, while also considering global investment history, individual investor funding histories, and investments in similar spaces to hone in on the most relevant financial investors, strategic investors, and family offices. Utilize the Cyndx Raiser CRM, Data Room, and Deal Profile to understand investor engagement and to further personalize each investor outreach. Cyndx Owner facilitates the management of your company’s cap-table. Stored and secured through the cloud, the Cyndx Owner platform offers a navigable and intuitive way to control and share your firm’s capitalization. Create hypothetical scenarios with waterfall analysis for any potential future strategic financing events and request 409A valuations and ASC 718 compliance for your firm through Cyndx Owner.

North Island Credit Union

North Island Credit Union is a Chula Vista, CA-based company in the Financial Services sector.

Peoples Bank and Trust Co

As a community bank, Peoples Bank & Trust is able to work with you in a way that large, regional or national banks can`t. This is true whether you`re an individual starting out on your own, a family or a business.

Environmental Trust the

Environmental Trust the is a San Diego, CA-based company in the Financial Services sector.