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Lafayette Square Holding Company, LLC is an impact-driven, minority-owned investment platform. Founded by Damien Dwin in 2020, the Firm confronts critical societal challenges with capital and services in three core areas: housing, jobs, and financial inclusion.
AppTech Corp. (OTC: APCX) is a publicly listed FinTech company utilizing innovative payment processing and digital banking technologies to complement our core merchant services capabilities. Our patented and proprietary software will provide progressive and adaptable products that are available through a suite of synergistic offerings directly to merchants, banking institutions and business enterprises. AppTech is developing an embedded, highly secure digital payments and banking platform that powers commerce experiences for clients and their customers. Based upon industry standards for payment and banking protocols, we will offer standalone products and fully integrated solutions that deliver innovative, unparalleled payments, banking and financial services experiences. Our processing technologies can be taken off-the-shelf or tapped into via our RESTful API to build fully branded and customizable experiences while supporting tokenized, multi-channel, and multi-method transactions.
Copper Financial ("CuFi") is an SEC-registered investment advisor, FINRA-registered Broker-Dealer, and state-registered insurance agency offering a breadth of investment and financial planning services to credit union members across the country. As a wholly-owned subsidiary of CommunityAmerica Credit Union, we understand the importance of meeting your members` unique needs wherever they are in their financial journey. Our fully digital experience and best-in-class technology platform allows members access to their accounts from anywhere at any time, and ensures the advisor and member have more time to focus on what matters—the path to financial peace of mind. Additionally, we are the only credit union-owned Broker-Dealer that offers special needs planning for families, further assisting credit unions in their mission to serve all their members` needs.
Valley Estate Planners is a Elgin, IL-based company in the Financial Services sector.
SelectAccount is one of the largest health savings account (HSA) custodians and account administrators in the nation. We`ve been at the forefront of innovation in health spending accounts for over 25 years, and we`ve earned a reputation as one of the most experienced and trusted account administrators in the country. We currently manage more than half a billion dollars in consumer medical savings assets. SelectAccount has customers in all 50 states and serves members through 14 regional health plans. We work with 7,000 employers who provide SelectAccount health spending solutions to their employees. We have been approved by the U.S. Department of Treasury as a non-bank HSA Trustee, which means we meet stringent requirements for managing our members` health care dollars. SelectAccount currently serves more than 350,000 members across all of our products.