| Name | Title | Contact Details |
|---|---|---|
Aaron Katz |
Chief Information Security Officer | Profile |
Matthew Johnson |
Chief Technology Officer | Profile |
Pat DeFrancesco |
Chief Technology Officer | Profile |
EP Wealth Advisors is an investment management, financial planning and wealth advisory firm with over $15 billion in client assets under management (as of December 31, 2021). At EP Wealth Advisors, our job is to help you understand where you are going before deciding how to get you there. Today`s economic landscape is constantly evolving and as a result, there is no formulaic answer for investment management and financial planning. Our mission is to understand your unique situation and develop a customized plan with strategies designed to achieve your specific goals and objectives. Years of client relationships combined with our highly credentialed staff has enabled our firm to develop a fully integrated investment portfolio along with an individualized wealth plan, providing you with the answers and insight to your questions with one simple goal: your peace of mind.
Founded in 2000 and headquartered in Austin, Texas, FirstClose provides technology solutions to mortgage lenders nationwide and serves as a middleware application that provides access to a host of national and local real estate service providers via the web or through direct integration into various loan origination systems. The FirstClose reporting suite is the first, comprehensive solution with capabilities to deliver title, flood, valuation and other important data elements in one report. By utilizing the latest technology, combined with aggregated volume from its national client base, FirstClose is able to offer customized solutions which increase efficiencies, reduce costs, and ultimately help lenders close more loans. FirstClose services over 250 Banks and Credit Unions while processing hundreds of thousands of transactions per year.
CellPay, a fast-growing & unique fintech solution provider for unbanked/undocumented and underbanked, is a large and established player in the prepaid industry. CellPay was established to address customers` needs by offering comprehensive individual and B2B solutions to our well-established consumer base through our easy-to-use, powerful custom portal. Having established itself as a leading player in the industry, CellPay is in a unique position to aggressively offer an end-to-end turn-key POS solution that is stable, reliable, secure, and simple. CellPay`s electronic distribution method presents retailers with a unique combination of unlimited supply coupled with no inventory costs. CellPay`s operations extend across LATAM and Europe.
Simplefy is a Moorpark, CA-based company in the Financial Services sector.