| Name | Title | Contact Details |
|---|---|---|
Gurbhej Dhillon |
Chief Technology Officer | Profile |
Regulatory compliance technology, consulting and education resources for financial service compliance professionals. Discover how COMPLY can help you perfect your compliance program.
Facet Wealth provides full financial life management, delivered by a dedicated team led by a CFP ® Professional, to mass affluent households.
Ubiquity Retirement + Savings, has helped savers contribute over $1.7 billion towards their retirement since 1999. As one of the first flat-fee-for-service small business plan providers in the nation, Ubiquity delivers peace-of-mind with zero hidden-fees in the fine print. We`re here to demystify retirement, and to strip jargon out of the conversation, we`re extreme retirement enthusiasts and future-you champions. The company is headquartered in San Francisco with satellite offices from coast-to-coast.
America's Credit Union is one of the leading companies in the Financial Services sector.
Temenos Group AG (SIX: TEM), headquartered in Geneva, is a market leading software provider, partnering with banks and other financial institutions to transform their businesses and stay ahead of a changing marketplace.