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Cumberland Trust offers a unique team approach to traditional trust and estate administration. We recognize that many individuals and their families have long-standing relationships with financial advisors, attorneys and accountants. We respect these relationships and welcome the opportunity to provide trust and/or estate administration, while working with the investment management and other professional advisors of the family`s choosing. Our focus is on the beneficiaries, their needs and their values rather than on managing assets. We have provided professional, comprehensive trust and estate administration services for more than eighteen years and have been named trustee and/or executor by many families searching for an alternative to naming a family member. We are headquartered in Nashville, Tennessee and have nine additional offices across the southeast in Atlanta, Austin, Chattanooga, Dallas, Knoxville, Memphis, Philadelphia, St. Louis, and Tampa-St. Pete.
Cavanal Hill Investment Management is a Tulsa, OK-based company in the Financial Services sector.
GlobeOne headquartered in Santa Monica, CA, is a global network and financial technology company for supporting the banking needs of the world`s underbanked. It was established in 2013 by a group of socially minded entrepreneurs who have been leaders in their individual industries. GlobeOne`s patent pending banking service, The GlobeOne Package, is offered via a network of financial institutions around the world to create a global community of members who collectively earn income from their banking relationships. GlobeOne`s mission is to create financial inclusion and financial opportunities for its community of members to improve financial well-being for themselves and their families, which will also have positive implications for their communities and countries. As individuals build wealth and obtain access to credit, new businesses are started, disposable income increases and local economies grow. GlobeOne is currently in discussions with more than 15 financial institutions in 12 countries, with several expected to sign Letters of Intent this year, leading to a first quarter 2015 launch of the GlobeOne service.
Cal Poly Federal Credit Union is a Pomona, CA-based company in the Financial Services sector.