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Advocate Technologies is a start-up that modernizes insurance operations for lenders, providing a platform that automates insurance compliance functions across underwriting and servicing.
Industry Classification Benchmark is a New York, NY-based company in the Financial Services sector.
XY Booster is a startup studio that develops financial solutions using technology, human-centered design, and artificial intelligence to provide unique customer experiences. They are committed to improving the quality of life of Mexicans with innovativ...
Fiduciary is a privately owned wealth management firm that serves families, individuals and nonprofits seeking objective advice to help grow and protect their investments. The firm also provides a range of services to professional financial advisors and single-family offices. Fiduciary`s capabilities include customized wealth planning, investment management, trustee and estate services, and family office, tax and custody services. Founded in 1885 as a family office, Fiduciary takes a personal approach based on expertise, strong performance and a genuine commitment to act in its clients` best interests. The firm`s client focus has enabled it to achieve an average 98% annual client retention rate for over a decade.
NEO Philanthropy is a funder intermediary that brings together and strengthens the work of philanthropic institutions, nonprofit groups and other public interest organizations. They operate grantmaking, technical assistance and strategic planning progr...