| Name | Title | Contact Details |
|---|
Remote deposit capture (RDC) and mobile money technologies are changing business and personal banking forever. Cachet Financial Solutions, a leading provider of cloud-based, SaaS financial solutions, helps financial institutions of all sizes to leverage our sophisticated RDC and mobile money solutions to create new revenue streams, foster deeper customer relationships and gain a competitive edge. Since our founding in early 2010, Cachet has quickly grown into a technology leader and trusted partner of some of the world`s largest and most respected financial organizations. With remarkable growth, an impressive client base and award-winning technologies, Cachet`s future looks bright as we continue to drive innovation and deliver world-class results for our clients.
At UniFi Equipment Finance - fueled by Bank of Ann Arbor - we`re not big and bureaucratic. But we`re certainly not small, either. We`re nicely portioned, with plenty of heart, fairness and a hunger to help your success. By giving you the support you need and the financial solutions to make your bottom line the healthiest it can be.
Vestwell is a turnkey solution for financial advisers providing them with the ability to offer clients a retirement plan without taking on the risk and costs typically associated with creating one. We remove the friction points of confusion, cost and compliance overhead that come with traditional retirement plans. Vestwell`s digital platform allows for seamless plan design, automated on-boarding, and low-cost investment strategies, making it easier for employers to offer a retirement plan. Vestwell becomes an extension of the financial advisor`s services, acting in everyone`s best interest, while scaling through technology and allowing financial advisors to focus on clients. Vestwell provides every employee in America with access to a retirement account by removing the friction points financial advisors and companies have in establishing and maintaining defined contribution & benefit programs. We look out for everyone`s best interest, including financial advisors, companies and employees. Vestwell Advisors, LLC is a SEC registered investment advisor, a wholly owned subsidiary of Vestwell Holdings, Inc., specializing in 401(k), 403(b) and other defined contribution and benefit retirement investment management services. Vestwell can assumes 3(38) or 3(21) investment management and ERISA3(16) fiduciary responsibility on the behalf of advisors and their plan sponsor clients. Learn more at Vestwell.com and on Twitter @Vestwell. This is not an offer, solicitation, or advice to buy or sell securities in jurisdictions where Vestwell Advisors is not registered. An investor should consider investment objectives, risks and expenses before investing. More information is available within Vestwell Advisors` ADV. There are risks involved with investing. Investors should consider all of their assets, income and investments. Portfolios are subject to change. All opinions and results included in this publication constitute Vestwell Advisors` judgment as of the date of this publication and are subject to change without notice.
CBSJ Financial Corporation is a San Jose, CA-based company in the Financial Services sector.
Pittsford Federal Credit Union is a Mendon, NY-based company in the Financial Services sector.