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Stavis, Margolis Advisory Services Inc. is a Houston, TX-based company in the Financial Services sector.
WarpMe, Inc. provides video sales and customer service solutions for banks, credit unions, and mortgage companies. Their platform allows live on-screen representatives to answer questions, share product information, and upsell products and services. Th...
Transworld Systems is one of the leading companies in Financial Services industry. Transworld Systems is based in Santa Rosa, CA. You can find more information on Transworld Systems at www.transworldsystems.com
Transcend Wealth Collective was created with one guiding principle in mind: wealth management clients deserve better.
Canoe Intelligence is a first-of-its-kind technology that allows allocators to unlock their data. Canoe reimagines operational workflows and enables clients to transform their processes in order to eliminate manual data entry. By combining industry expertise with the most sophisticated data capture technologies, Canoe automates the digitization of PDF reporting documents into actionable data and intelligence for institutional investors, allocators, and asset servicing firms. With Canoe, clients refocus capital and human resources on business performance and growth. Canoe`s AI-driven platform was developed in 2013 for Portage Partners LLC, a private investment firm, and is relied upon by hundreds of institutional investors, service providers, family offices, and allocators.