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preCharge Risk Management Solutions is a New York, NY-based company in the Financial Services sector.
The Elements Financial Planning System gives financial advisors what they need to demonstrate recurring value and a next-gen experience for their clients.
Founded in 1938, GLCU continues to be a growing staple in the community. Today the not-for-profit financial institution serves nearly 82,000 members and has $855 million in assets. It is headquartered in Bannockburn and has 11 branches throughout Chicagoland. GLCU also belongs to the CO-OP Shared Branching Network. Members can access accounts nationwide at over 5,600 institutions in 50 states, and at any of the 30,000 fee free CO‐OP ATMs. The credit union prides itself in building lifelong relationships and providing financial education for members during all life stages.
BayBoston is a private equity manager that invests in companies in the U.S. and Latin America with a focus on financial services. BayBoston is a minority-owned private equity firm that invests in companies located in the United States, Latin America and select geographies. Founded in 2013, we view diversity and inclusion as a key strategic asset both within our portfolio companies and at BayBoston. We seek to maximize the value of our investments for our investors, the communities that our companies serve, and the workforces that serve these communities. We target growing companies in select industries and market verticals with a focus on financial services. We aim for predictable returns by disciplined investing and active management. BayBoston sponsors companies that need capital and a strategic partner to create a higher level of value for its customers, workforce, and community. We empower the management teams of our portfolio companies by providing capital and promoting a value creation approach. Our value creation approach is based on executing growth-oriented business plans, operational improvements, and transformational technology to drive organic growth as well as to find merger & acquisition opportunities that accelerate growth. We take a customer-centric platform building view with our portfolio companies.
Tate and Kirlin Associates is a Philadelphia, PA-based company in the Financial Services sector.