| Name | Title | Contact Details |
|---|
Advocate Asset Management is a Chicago, IL-based company in the Financial Services sector.
Vestwell is a turnkey solution for financial advisers providing them with the ability to offer clients a retirement plan without taking on the risk and costs typically associated with creating one. We remove the friction points of confusion, cost and compliance overhead that come with traditional retirement plans. Vestwell`s digital platform allows for seamless plan design, automated on-boarding, and low-cost investment strategies, making it easier for employers to offer a retirement plan. Vestwell becomes an extension of the financial advisor`s services, acting in everyone`s best interest, while scaling through technology and allowing financial advisors to focus on clients. Vestwell provides every employee in America with access to a retirement account by removing the friction points financial advisors and companies have in establishing and maintaining defined contribution & benefit programs. We look out for everyone`s best interest, including financial advisors, companies and employees. Vestwell Advisors, LLC is a SEC registered investment advisor, a wholly owned subsidiary of Vestwell Holdings, Inc., specializing in 401(k), 403(b) and other defined contribution and benefit retirement investment management services. Vestwell can assumes 3(38) or 3(21) investment management and ERISA3(16) fiduciary responsibility on the behalf of advisors and their plan sponsor clients. Learn more at Vestwell.com and on Twitter @Vestwell. This is not an offer, solicitation, or advice to buy or sell securities in jurisdictions where Vestwell Advisors is not registered. An investor should consider investment objectives, risks and expenses before investing. More information is available within Vestwell Advisors` ADV. There are risks involved with investing. Investors should consider all of their assets, income and investments. Portfolios are subject to change. All opinions and results included in this publication constitute Vestwell Advisors` judgment as of the date of this publication and are subject to change without notice.
Meta Financial Group, Inc.® (NASDAQ Global Market®: CASH), headquartered in Sioux Falls, S.D., is the holding company for MetaBank®, a federally chartered savings bank, Member FDIC. MetaBank operates in several segments within the Banking and Payments industries including: MetaBank, the community banking division, operates 10 community branches in four market areas: Central Iowa; Storm Lake, Iowa; Brookings, S.D.; and Sioux Falls, S.D. MetaBank offers traditional banking services designed to serve the needs of individual, agricultural and business depositors and borrowers. Meta Payment Systems (MPS) is a recognized leader in the prepaid card industry and provides innovative payment solutions delivered nationally in collaboration with market-leading partners. MPS consistently ranks as one of the top two prepaid card issuers in the US and has the largest “white label” ATM network in the nation. AFS/IBEX provides short-term, collateralized financing to facilitate the purchase of insurance for commercial property, casualty and liability risk. Refund Advantage, based in Louisville, Ky., provides tax refund-transfer software and related products for Electronic Return Originators (EROs) and their customers. EPS Financial (EPS) provides comprehensive tax-related financial transaction solutions. Their innovative, full-suite of solutions include refund settlement products, prepaid payroll card solutions and merchant services. Specialty Consumer Services (SCS) provides consumer tax advance services through its proprietary underwriting model and loan management system. MetaBank`s vision is to promote financial inclusion for everyone™. In 2017, Meta Financial Group was named one of the top 100 Fastest-Growing Companies (Fortune magazine).
Consumers Choice Credit Union is a Saginaw, MI-based company in the Financial Services sector.
Southeast Federal Credit Union is a Trion, GA-based company in the Financial Services sector.