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Versana is an industry-backed fintech on a mission to make the syndicated loan market better. By digitally capturing agent banks` reference data directly from its source on a real-time basis, Versana provides unprecedented transparency into loan level details and portfolio positions, bringing efficiency and velocity to the entire market. Through our platform, participants can rest assured they`re accessing the loan market`s most credible source of deal information. With the support of our investors, Versana is fast becoming the technology of choice to usher in the long-awaited transformation of the syndicated loan market.
Avantax, Inc. (NASDAQ: AVTA) delivers tax-focused wealth management solutions for Financial Professionals, tax professionals and CPA firms, supporting our goal of minimizing clients` tax burdens through comprehensive tax-focused financial planning. We have two distinct, but related, models within our business: the independent Financial Professional model and the employee-based model. We refer to our independent Financial Professional model as Avantax Wealth Management®. Avantax Wealth Management offers services through its registered broker-dealer, registered investment advisor (RIA), and insurance agency subsidiaries and is a leading U.S. tax-focused independent broker-dealer that works with a nationwide network of Financial Professionals operating as independent contractors. We refer to our employee-based model as Avantax Planning Partners℠. Avantax Planning Partners offers services through its RIA and insurance agency by partnering with CPA firms to provide their consumer and small-business clients with holistic financial planning and advisory services.
Clearcreek Financial Group is a Hudson, OH-based company in the Financial Services sector.
Liverpool Central School Federal Credit Union is a Liverpool, NY-based company in the Financial Services sector.
Century Federal Credit Union is a Cleveland, OH-based company in the Financial Services sector.