| Name | Title | Contact Details |
|---|---|---|
Chase Clelland |
VP of Enterprise Risk (Risk Management, Fraud, BSA, Physical Security and Information Security) | Profile |
Chip Caddell |
CIO | Profile |
WTAS LLC provides tax and financial advisory services. The company offers compliance, accounting, fiduciary consulting, and tax and estate planning services. Additionally, WTAS provides valuation, due diligence, real estate investment and mergers and acquisition advisory, liquidity event planning, reorganizing, and investment consulting services. The company, formerly known as Wealth and Tax Advisory Services, Inc., is headquartered in San Francisco, California. It has additional offices in Columbia, Maryland; Boston, Massachusetts; Chicago, Illinois; Old Greenwich, Connecticut; Mechanicsburg and Fort Washington, Pennsylvania; Los Angeles, San Francisco, and East Palo Alto, California; Madison, New Jersey; McLean, Virginia; New York, New York; Seattle, Washington; and West Palm Beach, Florida.
Western Vista Credit Union is a Cheyenne, WY-based company in the Financial Services sector.
Coral Capital Solutions is a commercial finance company providing working capital to small and midsize businesses mainly through financing their Purchase Orders and Accounts Receivable. We also provide Asset Based Loans against receivables, POs and inventory. We are well capitalized, using our own equity to fund clients and therefore have the ability to consummate transactions quickly from commitment to funding. We maintain a flat and nimble organizational structure that allows clients and referral sources direct access to principals and decision makers.
Glilot Capital Partners is a seed and early-stage VC that invests in Israel’s most extraordinary entrepreneurs, and one of a few VCs in the world that share profits with the entrepreneurs it backs.
Strategica Group is a Miami, FL-based company in the Financial Services sector.