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Launched in 2013, Compare.com allows users to complete one easy form and get multiple quotes from trusted national and regional insurance companies.
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.
Stationery Credit Union is a Saint Joseph, MO-based company in the Financial Services sector.
Plenary is a leading independent developer, manager and long-term investor of public infrastructure with 48 projects worth more than $33 billion across Australia, the US and Canada.
More than half of our portfolio companies hold licenses to Yale technology. Our ties in Connecticut extend well beyond the ivy-covered walls of Yale, with relationships with the University of Connecticut, Jackson Labs, Connecticut Innovations, and the State’s strong support of new ventures.