| Name | Title | Contact Details |
|---|---|---|
Les Mayeda |
Chief Information Security Officer | Profile |
MicroVest is an asset management firm dedicated to applying a commercial framework to investing in unbanked and under-served markets. We focus on a sustainable investment process that provides private capital to low-income financial institutions. These institutions then extend productive loans to micro, small and medium businesses. We believe a commercial approach offers the most effective, scalable and sustainable solution for generating meaningful financial and social returns to our investors.
Financial Management Group is a Concord, MA-based company in the Financial Services sector.
Pegasus Capital Management Inc is a Overland Park, KS-based company in the Financial Services sector.
Sawtooth started out as a registered investment adviser offering clients multi-strategy investment solutions. To support our growth, Sawtooth needed a strong open architecture product deck, a robust back-office engine, and a client-focused reporting portal. Rather than developing technologies in house, we chose to adopt a best of breed approach. Our integrated tools enable advisors to easily implement their offering while introducing the pillars of an institutional framework: definable and repeatable business processes. Today, Sawtooth offers a single web-based platform which allows advisors to manage all of their clients in one place – regardless of account type or custodian. Sawtooth delivers consistency and accuracy in the reporting process and aggregates client data into a beautiful and easy to understand format. Sawtooth provides registered investment advisors (RIAs), broker-dealers, and banks with flexible solutions to attract and retain the best advisors, enable more effective business process management, accelerate client acquisition, and gain end-to-end visibility into firm-level assets under management. The results are streamlined processes, predictable recurring revenue, and consistently excellent client service.
Our heritage, since founding a civil law notary practice in the 1940s to establishing the Curacao International Trust Company in the 1960s, is built on challenging paradigms and delivering exceptional service within the financial and professional services industry. Today, with more than 6,000 employees in 45 countries, we continue to pioneer award-winning services and technology solutions that meet ever changing markets.