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Atria Wealth Solutions (Atria) is a modern wealth management solutions holding company founded in 2017 by three seasoned wealth management executives, Doug Ketterer, Eugene Elias and Kevin Beard, backed by Lee Equity Partners (LEP), and designed specifically for today’s financial advisors and their clients. The company’s core mission is to help its subsidiaries empower their financial advisors with a next generation set of tools, services and capabilities that support their growth and enable them to prosper in a digitally connected and constantly evolving financial environment. At the same time, Atria believes it is critical to help its subsidiaries meet the ongoing needs of their financial advisors’ end clients by providing them with choice, access and transparency. Atria’s subsidiaries will combine these capabilities and features into a holistic integrated solution for both financial advisors and their end clients. In order to compete and succeed in today’s environment, financial advisors must have access to and be supported by the highest quality resources, innovative solutions, and a firm that listens and responds to their and their clients’ needs first. Atria is not a registered investment advisor or a broker dealer and do not provide investment advice. Investment advice is only provided by our subsidiaries that are registered investment advisers or broker dealers. Every investor is advised to conduct his or her own research, due diligence, and consult with a financial advisor before making an investment decision.
Green Key provides a voice collaboration platform with integrated speech recognition for the financial markets. Our feature rich client enables teams to instantly communicate in parallel groups while leveraging transcribed conversations. The platform is also accessible via an API enabling Financial to integrate sophisticated voice and/or transcription capabilities into their own solutions without telecom or data science knowledge. GreenKey`s voice API enables firms to dynamically construct and control secure phone calls, intercoms and instant playbacks from a recorded platform accessible from any web interface. Our API makes building unique call experiences for financial market participants simple. GreenKey`s customizable speech recognition engine is tailored to produce high accuracy in domain specific workflows, such as trading and brokerage. Using machine learning and natural language processing, GreenKey abstracts meaning and summarizes content behind communication and transactions. The transcription engine can be made accessible independently from the collaboration platform. GreenKey`s voice collaboration platform and speech recognition engine is available both in the cloud, and as an on-premise, containerized package. We unlock the value in voice. GreenKey is where voice becomes data for the financial markets.
Equifax (NYSE:EFX) is a $2 billion global information solutions company with a heritage dating back 113 years. With its Canadian Headquarters in Toronto, Equifax operates or has investments in 18 countries spanning 4 continents and is a member of Standard & Poor`s (S&P) 500® Index. Recognized by the financial community as a global leader in consumer and commercial information solutions, Equifax provides businesses of all sizes and consumers with information they can trust. We organize and assimilate data on more than 572 million consumers and 81 million businesses worldwide, and use sophisticated advanced analytics and proprietary technology to create and deliver customized solutions that enrich both the performance of businesses and the lives of consumers. Equifax provides clients with faster and easier ways to find, approve, and market to the “right customer”. Our success in meeting these goals is based on strategic growth, continuous product development, and technology innovation to deliver powerful solutions.
Bridge Finance Group is a Chicago, IL-based company in the Financial Services sector.
As a CUSO, CU Capital Market Solutions, LLC (CMS) provides balance sheet advisory services that are designed to maximize the earnings of our credit union clients. Services include asset/liability and risk management tools, funding/deposit programs, strategic asset solutions and loan participation services. Focusing exclusively on credit unions, CMS has a thorough understanding of our clients` needs, risks and the regulatory structure under which they operate. CMS is a registered investment advisor.