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Entrustody represents freedom. We are a digital-first custodian and technology company driven by a simple mission: liberating RIAs from traditional legacy custodians. Our platform is built on next-generation technology—unencumbered by technical debt—freeing us to reduce friction, empower our users to do more, and significantly reduce costs – allowing these savings to be passed down to end investors. Our modern approach to custody, technology, and customer service will delight our users and ultimately free advisors to do what they love: help their clients achieve financial freedom.
Wahed Inc. (“Wahed”, “Wahed Invest”), is an Ethical and values driven digital investment platform. The platform provides access to diversified portfolios to residents of the US,UK and Malaysia.
BankMobile is leading the way in mobile-first banking. We make banking more accessible and affordable—empowering people to take charge of their financial future. As a division of Customers Bank, BankMobile provides a digital bank, complete with FDIC insurance and governed by federal banking regulations.
Rescue One Financial is a Irvine, CA-based company in the Financial Services sector.
Corporate Finance Partners is a Miami, FL-based company in the Financial Services sector.