CTOs on the Move

Credent Wealth Management

www.credentwealth.com

 
CWM claims compliance with GIPS. Securities offered through LPL Financial, Member FINRA/SIPC. https://t.co/b6B3kZz7ha and https://t.co/boEjeCeQgM
  • Number of Employees: 25-100
  • Annual Revenue: $1-10 Million

Executives

Name Title Contact Details

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MagniFI

Magnifi is a platform that is changing how you shop for investments. The world of investments has tens of thousands of choices; and the language used to interact with this crowded world is tickers, screens, and filters. All this makes discovering investments or expressing what matters to you when you shop for investments rather complicated, if not impossible. Magnifi was built so users – whether they are consumers, financial advisors, or portfolio managers – can easily discover investments using natural language. Our proprietary technology was built on the foundation of semantics (interpreting meaning, not just matching), making it easy to for both the amateur and seasoned investor to search for themes and express what matters to them. Users no longer have to learn a new language to interact with the world of investments. For some users, such as self-directed consumers, Magnifi will demystify the world of investments. For others, such as wealth and portfolio managers, it will save them copious amounts of precious time with faster discovery. For all users, Magnifi will help with smarter decisions.

CU Capital Market Solutions

As a CUSO, CU Capital Market Solutions, LLC (CMS) provides balance sheet advisory services that are designed to maximize the earnings of our credit union clients. Services include asset/liability and risk management tools, funding/deposit programs, strategic asset solutions and loan participation services. Focusing exclusively on credit unions, CMS has a thorough understanding of our clients` needs, risks and the regulatory structure under which they operate. CMS is a registered investment advisor.