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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.
CopperLeaf Technologies is a Vancouver, BC-based company in the Financial Services sector.
Norwest is a leading venture and growth equity investment firm managing more than $12.5 billion in capital. Since its inception, Norwest has invested in more than 650 companies and currently partners with more than 200 companies in its venture and growth equity portfolio. The firm invests in early to late-stage businesses across a wide range of sectors with a focus on consumer, enterprise, and healthcare. The Norwest team offers a deep network of connections, operating experience, and a wide range of impactful services to help CEOs and founders scale their businesses. Norwest has offices in Palo Alto and San Francisco, with subsidiaries in India and Israel.
Technology Pathways is a Coronado, CA-based company in the Financial Services sector.
Benefit Resource, LLC provides dedicated pre-tax account administration and COBRA services nationwide to over 3,500 employers, ranging from small businesses to Fortune 100 companies. Benefit Resource pioneered paperless card technology and continues to lead the industry with a one-card solution for FSA, HRA, HSA, and Parking/Mass Transit plan administration, online enrollment and account management to simplify Human Resource involvement, and mobile balance and receipt applications to provide added convenience to participants.