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Teledraft Inc is a Tempe, AZ-based company in the Financial Services sector.
Wealth Access is an innovative wealth management technology firm that provides reporting solutions for the high net worth advisor and investor community. Its proprietary and diagnostic cloud-based platform aggregates information from more than 20,000 financial services institutions and various holdings to deliver an aggregated view, allowing for better decision support in investments, tax planning, insurance and other complex situations faced by high net worth individuals. Founded by a former Merrill Lynch high net worth advisor, Wealth Access provides a complete platform for advisors to collaborate with other professionals and position themselves central to their clients` lives. Headquartered in Nashville, TN, Wealth Access is backed by successful investors and notable wealth management technology platforms.
Treasury Department Federal Credit Union is a Washington, DC-based company in the Financial Services sector.
Callodine Commercial Finance (“CCF”) is a provider of asset-based loans to middle market companies in the U.S. and Western Europe. CCF serves as a complementary financing source, filling a gap between where traditional capital providers are comfortable lending and the capital a company needs. CCF is a subsidiary of Callodine Group.
Established in 2006, AppCrown, LLC is a Salesforce-based leading technology integration provider that delivers the most comprehensive and innovative integration and practice management solutions that enable financial advisers and broker/dealers to automate and streamline internal processes and enmesh them with third-party financial software applications.