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Waldron Private Wealth is a boutique wealth management firm that advises a select group of high net worth individuals, families, and family offices. We limit the number of our engagements so that we are able to offer each client greater focus on how best to simplify the complexities of their significant wealth. We work to understand your financial situation, as well as your goals for the future, and purposefully integrate all aspects of your finances to consistently provide comprehensive and independent advice for you, for your family and for your legacy. We don`t just simplify your wealth—we simplify your life. Our approach requires gaining a deep understanding of not only your investments, but of your total financial picture. It is this 360° view that allows us to see all the ways in which your financial decisions affect one another, from taxes to trusts to types of income and timing of distributions. But that thorough knowledge is only the first step; a team of experts with experience in the financial disciplines best suited for your family`s specific circumstances is required to turn this knowledge into clear, sensible advice. All Waldron client teams feature experts with different skill sets. Among the titles and certifications found are Certified Financial Planner®, Lawyer, CPA, Insurance Specialist, Real Estate Specialist, Certified Divorce Financial Analyst, and graduates of the Institute for Preparing Heirs. All teams are consciously built with the client`s needs in mind. The result: whether advising individuals or lending support to a client`s family office—your team appreciates the interrelated nature of every recommendation we make.
Allegacy is one of the largest credit unions in North Carolina, with members throughout the world. Founded in 1967 in Winston-Salem, Allegacy has a broad membership base the currently serves the employees, retirees and families of over 600 companies throughout the country. Allegacy offers virtually all personal and business financial services. Allegacy Financial Centers are concentrated in the Triad area with 14 convenient locations and seven high school student-run credit unions in the Winston-Salem/Forsyth County School system.
First Data is the global leader in payment technology and service solutions. With 24,000 owner-associates and operations in 35 countries, the company provides secure and innovative payment technology and services to more than six million merchants and financial institutions around the world, from small businesses to the world`s largest corporations. Today, businesses in nearly 70 countries trust First Data to secure and process nearly 2,000 financial transactions per second, totaling $1.8 trillion a year. First Data`s unparalleled infrastructure and partnerships go “beyond the transaction” with next-generation point-of-sale technology fueled by powerful analytics to detect fraud, gain insights into consumer spending, and strengthen customer loyalty. All day, every day, First Data helps its clients thrive in the evolving world of commerce.
Proctor Federal Credit Union is a Duluth, MN-based company in the Financial Services sector.
Founded in 2014, InstaReM is a Singapore-headquartered cross-border payments company and is licensed as a Money Services Business (MSB) in Singapore, Australia, Hong Kong, Malaysia, India and Canada. InstaReM has created a unique payment mesh in Asia, which is being leveraged by financial institutions, SMEs and individuals to make fast and low-cost cross-border payments to more than 60 countries across the globe. Speed and Service have been our key differentiators since we started operations in 2015. We believe that cross-border money transfers should be faster; and every customer using our services should have a smooth, cost-effective and a transparent experience.