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Integrity, knowledge and a focus on making the process as simple as possible for our clients: that’s what Urban Financial of America, LLC (UFA) is all about. Founded in 2003, our company is one of the top lenders of reverse mortgages in the United States, and plays a leadership role in our industry. We pride ourselves on being a trusted resource, matching our unique customers with the products best suited for them. We empower our clients with the financial independence they’ve earned.
Founded in 2002, SALI Fund Services provides a turn-key solution for the creation and administration of Insurance Dedicated Funds (IDFs). Currently, SALI administers 95 IDFs for a broad range of asset managers, from boutique hedge funds to the largest wealth management institutions in the world. SALI enables investment managers to create tax compliant IDFs which can be attached to insurance company Private Placement Variable Annuity (PPVA) and Private Placement Variable Universal Life (PPVUL) investment account platforms. On an ongoing basis, SALI serves as the fund administrator to the IDF.
Michigan Community Credit union is a Jackson, MI-based company in the Financial Services sector.
Southern Automotive Finance Co is a Norcross, GA-based company in the Financial Services sector.
ZSuite Technologies` mission is to provide financial institutions with innovative technology that solves real problems for specific industry verticals to grow their businesses. The foundation of our company began in 2015 when Leader Bank, a community bank based out of Arlington, MA created a product innovation division within the institution. After several successful product launches, Leader Bank and the product innovation division realized that to have the greatest impact on the industry, they had to establish a company that was completely independent. In the summer of 2019, ZSuite Technologies was founded. The product innovation division from Leader Bank combined forces with seasoned FinTech executives to start the journey of helping financial institutions reach uncommon success by having technology products tailor-made for specific industry verticals.