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InvestCloud is the global software leader in digital transformation for the wealth management industry, and the US leader for personalisation and scale across Advisory programs including unified managed accounts (UMA) and separately managed accounts (SMA). InvestCloud today supports over $6 trillion of assets with over 550 direct clients, including banks and wealth managers, private banks, and asset managers. The company offers digital client and advisor experiences and tools that enable the development of front-office wealth management solutions, and UMA/SMA portfolio management, trade execution, accounting, model management and performance investment solutions, resulting in best-in-class experiences and operations for the wealth and asset management industry. Headquartered in New York, InvestCloud has offices around the world including the United States, Canada, United Kingdom, Switzerland, Italy, Singapore, Japan, and Australia.
Alderwood Capital was formed in January 2020 to provide advice, consultancy and support services to asset managers and regulated entities looking to make investments in the global asset management sector.
North Star Community Credit Union is a Maddock, ND-based company in the Financial Services sector.
Logistical Recovery Systems Inc is a Jacksonville, FL-based company in the Financial Services sector.
Community First Bank is one of the leading providers in Financial Services. It is based in Lynnwood, WA. To find more information about Community First Bank, please visit www.cf-bank.com