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Pioneer is a full-service financial institution serving individuals, businesses, and communities with twenty-two locations throughout New York`s Capital Region. Recognized as a “Best Places to Work” by the Albany Business Review seven years running, Pioneer delivers a world-class working environment for its employees and strives to inspire progress by offering new products, services, and leading technologies for its customers. Pioneer is also committed to giving back to the communities in which it serves through its charitable Foundation, which provides resources to nonprofit organizations that help improve the quality of life for children in the Capital Region.
Small Business CFO is a Sunnyside, NY-based company in the Financial Services sector.
DMR Investments is a Blue Island, IL-based company in the Financial Services sector.
Founded in 2016, Better is a digital-first homeownership company whose services included mortgage, real estate, title, and homeowners insurance. From its founding in 2016 through mid 2021, Better funded over $45B in home loans and provided over $25B in cumulative coverage through Better Cover and Better Settlement Services, the insurance divisions of Better. Better has raised over $400M in equity capital since inception. The company was ranked #1 on LinkedIn`s Top Startups List for 2021 and 2020, #1 on Fortune`s Best Small and Medium Workplaces in New York, #15 on CNBC`s Disruptor 50 2020 list, as well as being listed to Forbes FinTech 50 for 2020.
InvestCloud is the global software leader in digital transformation for the wealth management industry, and the US leader for personalisation and scale across Advisory programs including unified managed accounts (UMA) and separately managed accounts (SMA). InvestCloud today supports over $6 trillion of assets with over 550 direct clients, including banks and wealth managers, private banks, and asset managers. The company offers digital client and advisor experiences and tools that enable the development of front-office wealth management solutions, and UMA/SMA portfolio management, trade execution, accounting, model management and performance investment solutions, resulting in best-in-class experiences and operations for the wealth and asset management industry. Headquartered in New York, InvestCloud has offices around the world including the United States, Canada, United Kingdom, Switzerland, Italy, Singapore, Japan, and Australia.