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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.
Bancsource is an independent industry leader of financial equipment sales and service in North America. For over 35 years, we have provided financial and payment processing solutions with convenient, value-added services that improve client equipment and process efficiency. Whatever your payment processing needs, we can help. Bancsource is positioned with an expansive continental service footprint and services many equipment types. This allows us to fulfill a variety of service needs for our clients. With over 500 employees and certified partnerships, Bancsource delivers sales and service excellence to over 2,300 clients.
For more than 10 years, Enfusion has provided technology innovation and support to the global investment management industry. Our market leading solution, Integráta, automates and simplifies investment management on a single platform and seamlessly provides asset managers full front-to-back office functionality across all asset classes. We also offer outsourced middle-and-back office services used by managers to streamline operations and reduce over-head expenses. We are a strategic partner to over 400 top-tier firms worldwide in the hedge fund, institutional investment and wealth management industries. Enfusion is headquartered in Chicago, with offices in New York, London, Dublin, Hong Kong, Mumbai, and São Paulo.
Self-Help Credit Union is a Durham, NC-based company in the Financial Services sector.
United Standard Funding is a San Diego, CA-based company in the Financial Services sector.