| Name | Title | Contact Details |
|---|---|---|
Goutham Balaraman |
Chief Technology Officer | Profile |
BM Technologies, Inc. (NYSE American: BMTX, BMTX.W) is among the largest digital banking platforms in the U.S., providing access to checking and savings accounts, personal loans, credit cards, and financial wellness. It is focused on technology, innovation, easy-to-use products, and education with the mission of being “customer-obsessed” and creating “customers for life.” The BMTX digital banking platform employs a multi-partner distribution model, known as “Banking-as-a-Service” (BaaS), that enables the acquisition of customers at higher volumes and substantially lower expense than traditional banks, while providing significant benefits to its customers, partners, and business. BMTX currently serves over two million account-holders and provides disbursement services at approximately 725 college and university campuses (covering one out of every three students in the U.S.). BM Technologies, Inc. is a technology company and is not a bank, which means it provides banking services through its Member FDIC and Equal Housing Lender partner banks.
Edgepoint Investment Management Inc. is a Toronto, ON-based company in the Financial Services sector.
Danforth is the financial backbone to hundreds of life science companies, providing integrated and scalable consulting teams ranging from staff accountant through CFO. The company`s services span the full breadth of a finance organization`s needs, whether short or long term, including accounting and operational finance support, capital raising, financial planning and analysis, IPO preparation and post-public SEC compliance. Founded in 2011, Danforth has been a strategic and trusted thought partner to more than 400 life science companies, private and public, across all stages of the corporate life cycle. The company is headquartered in Waltham, Massachusetts with additional operations in the emerging life science clusters of metropolitan New York, Philadelphia, Pittsburgh, Colorado and Texas.
First Priority Credit Union is a Boston, MA-based company in the Financial Services sector.
Global Retirement Partners is dedicated to becoming a leading retirement plan consulting firm offering a complete suite of services to both plan sponsors and investors. This approach is built on an incredibly strong partnership between the Global Retirement Partners` leadership team and the retirement advisors. We understand the power of an open-architecture environment and the value of a retirement planning advisor — and are dedicated to positioning Global Retirement Partners as an innovator in participant advice. The leadership team is rounded out with industry veterans with years of industry and regulatory experience, operational management, and innovative technology and program development.