| Name | Title | Contact Details |
|---|---|---|
Kevin Fink |
Chief Technology Officer | Profile |
As part of the Finance of America family of companies, Finance of America Commercial provides rental term loans and fix-and-flip lines of credit to residential real estate investors across the country, helping borrowers overcome traditional financing h...
The Jim and Juli Boeheim Foundation is a non-profit organization that strives to enrich the lives of children in need in the Central New York community and support the elimination of cancer through research and advocacy.
Immediate helps businesses recruit, engage, and retain employees by providing a financial wellness solution that delivers on-demand access to earned wages.
Peppertree Capital Management, Inc. is a private equity firm primarily focused on making investments in growing communication infrastructure 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.