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Icon Credit Union is a Boise, ID-based company in the Financial Services sector.
Think! Marketing Group is a New Philadelphia, OH-based company in the Financial Services sector.
Camino Financial — an AI-powered community lending platform — offers affordable credit and wealth building solutions to overlooked entrepreneurs. The company builds proprietary credit assessment and data aggregation AI to identify, price and provide affordable loans tailored to credit-invisible, cash-heavy businesses. By partnering with other financial institutions, public agencies and mission-aligned companies, Camino Financial is able to pool and distribute low-cost funding and educational resources to entrepreneurs. The winning combination of community-driven partnerships and AI technology results in offering loans with monthly payments 40% lower than alternative products in the market. All loans are tailored for upward mobility, setting entrepreneurs on a graduation path to an expanded suite of credit and other wealth building solutions.
Sagen, formerly known as Genworth Canada, is the largest private residential mortgage insurer in Canada. The Company provides mortgage default insurance to Canadian residential mortgage lenders, making homeownership more accessible to first-time homebuyers.
Lumiant is an award-winning cloud-based advice and client engagement platform, where clients and their advisors connect around their lives, values and finances, helping them make better choices and live their best lives confidently. Lumiant proudly champions the non-Chief Financial Officer of the household, which supports advisors in increasing conversions, revenue, referrals, and retention over multiple generations. Lumiant`s mission is to radically transform the way advice is delivered. Its financial client experience software achieves this by uncovering the underlying motivators driving clients` financial decisions. Then, using its suite of client engagement and financial management tools, finance professionals can identify, track and measure the goals, strategies and tasks to shape and sustain extraordinary lives for their clients. For the first time, the client experience has been uncoupled from financial products and benchmarks that advisers have no control over. With the entire experience anchored in what clients truly value and measured against their overall wellbeing.