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UT Federal Credit Union was chartered on May 15, 1969, in Knoxville, TN. UTFCU was founded on the philosophy that a credit union is a financial cooperative owned by members who share a common interest such as work, education or association. The heart of a credit union is its membership and as such seeks to encourage savings, provide members with access to lower cost loans and support the financial well being of its members.
PPB Capital Partners has been providing the wealth management industry with alternative investment solutions since 2008. PPB Capital Partners provides a roster of alternative investment managers, as well as creates and operates feeder funds and customized fund of funds for wealth management firms. PPB Capital Partners collaborates with private equity, venture capital, real estate, and hedge fund managers across the country. PPB Capital Partners serves as a comprehensive back office solution to ensure operational expertise, compliance, mitigate financial and opportunity costs, and provide access with lower investment minimums for wealth managers. PPB Capital Partners has served over 70 RIAs, family offices, bank wealth groups, and trust companies nationwide and has surpassed $1B+ of total capital invested.
St. Tammany Federal Credit Union is a Slidell, LA-based company in the Financial Services sector.
StepStone Group is a San Diego, CA-based company in the Financial Services sector.
Transcend Wealth Collective was created with one guiding principle in mind: wealth management clients deserve better.