| Name | Title | Contact Details |
|---|---|---|
Chase Clelland |
VP of Enterprise Risk (Risk Management, Fraud, BSA, Physical Security and Information Security) | Profile |
Chip Caddell |
CIO | Profile |
Our mission is to deliver personal, objective and world-class, portfolio management to investors everywhere. NextCapital is a leading provider of aggregation-powered 401(k) managed accounts, portfolio dashboard, and wealth forecasting solutions. NextCapital analyzes over $22 Billion in individual investor assets every day. NextCapital powers the Wall Street Journal Digital Network portfolio service, and Russell Investments automated 401(k) retirement portfolio solution.
Earnin`s mission is to build products for a more equitable financial system and a better life. Built for the unique needs of those living paycheck to paycheck, Earnin is designed to free people from the traditional payment cycle and help them take control of their money, starting from when they earn it. Earnin`s comprehensive suite of tools include: Cash Out, which provides access to income as it`s earned, Balance Shield, a low balance alert to help maintain a positive bank balance, Financial Calendar that helps people budget and schedule payments, and Tip Yourself, an easy way to set aside money to reach savings goals. Earnin is community-supported, with no mandatory fees or hidden costs. People tip what they choose to support the service. As of September 2021, Earnin has performed more than 125 million transactions and provided access to $10 billion in earnings for its members.
Financial Professionals Group is a Lake Forest, CA-based company in the Financial Services sector.
Element –Founder friendly venture debt partner to fast growing SaaS companies seeking revenue- based financing and term loans to fund growth with no equity, warrants or dilution.
Central Corporate Credit Union is a Southfield, MI-based company in the Financial Services sector.