| Name | Title | Contact Details |
|---|
Founded in 2009, Yellowstone Capital is a proven innovator in the merchant cash advance industry. As a direct source of capital and one of the country`s largest ISOs (Independent Sales Organizations), Yellowstone is able to fund the full spectrum of merchant cash advance deals. With a diverse team possessing years of industry experience, Yellowstone excels at providing small business owners with a readily-available source of alternative financing.
M-C Federal Credit Union is a Danville, PA-based company in the Financial Services sector.
Lumiant is an award-winning cloud-based advice and client engagement platform, where clients and their advisors connect around their lives, values and finances, helping them make better choices and live their best lives confidently. Lumiant proudly champions the non-Chief Financial Officer of the household, which supports advisors in increasing conversions, revenue, referrals, and retention over multiple generations. Lumiant`s mission is to radically transform the way advice is delivered. Its financial client experience software achieves this by uncovering the underlying motivators driving clients` financial decisions. Then, using its suite of client engagement and financial management tools, finance professionals can identify, track and measure the goals, strategies and tasks to shape and sustain extraordinary lives for their clients. For the first time, the client experience has been uncoupled from financial products and benchmarks that advisers have no control over. With the entire experience anchored in what clients truly value and measured against their overall wellbeing.
The CFO Connection is a Newburyport, MA-based company in the Financial Services sector.
HealthGrowth Pharmacy Solutions is a leading strategic consulting and direct lending resource for community pharmacies.