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Fundry is the parent company of Yellowstone Capital and Green Capital. Both companies provide working capital to small businesses throughout the U.S. using technology to make faster decisions but retaining the human element to ensure thorough underwriting. Since 2009, Yellowstone Capital has originated more than $1 billion in total financing to small businesses.
River Wealth Advisors aspires to enrich investors by providing a straight-forward approach to investing, with disciplined financial strategies and sound risk management. We focus on wealth management, financial planning, retirement planning, investment portfolios and trusts. Our personalized, fee-only financial strategies guide our clients through the currents of ever-changing and often turbulent markets to long-term financial success. River Wealth Advisors is based in Harrisburg, PA and serves clients throughout Pennsylvania, New York, New Jersey, Maryland and across the United States. Experienced wealth advisors Robert E. Caplan, MBA, CFA, and Edward B. O`Gorman, MBA, CFA, lead the River Wealth Advisors team.
Lombard International Assurance has been partnering with the advisers of high net worth individuals and institutions for over 25 years. Together we seek to create a secure future for our clients addressing their complex financial needs on a global basis. As a result, we are recognised as thought leaders in global wealth structuring using life assurance.
Great Erie Federal Credit Union is a Orchard Park, NY-based company in the Financial Services sector.
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