| Name | Title | Contact Details |
|---|---|---|
Jessica Cary |
Sr. AVP, Payment Operations & Deposit Compliance | Profile |
self lender helps people build good financial habits. Our first product is a savings plan that builds credit. As of November 2017, self lender has 36,000 active customers who are building credit while saving nearly $30 million. self lender is a venture-backed consumer fintech startup based in Austin.
AdvisorEngine is a digital platform to supercharge advisor growth. A pioneer in digital wealth management technology, AdvisorEngine was the first company to integrate private-label robo-advice within a full enterprise B2B digital wealth management technology platform. Built from the beginning specifically for financial advisors, AdvisorEngine enables advisors to serve traditional wealth management clients and fully digital clients entirely from a single platform. From online account opening and report automation to comprehensive API platforms—and everything in between—AdvisorEngine provides the tools advisors need to scale more efficiently and compete more effectively. Founded by a team of experienced, creative financial and technology executives, AdvisorEngine continues to innovate in order to keep advisors at the forefront of wealth management.
Altitude Capital Partners is one of the leading providers in Financial Services. It is based in Waco, TX. To find more information about Altitude Capital Partners, please visit www.altitudecp.com
Ketron Financial is a Novato, CA-based company in the Financial Services sector.
Rocket Money (formerly Truebill) is a personal finance app that helps users manage their subscriptions, lower their bills, build budgets, and automatically set aside money to reach their savings goals. The company was acquired by Rocket Companies in 20...