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The greatest asset that PFM Group offers clients is the unparalleled expertise of our professionals. As a firm, we are distinguished by having highly experienced individuals who have specialized in serving the needs of municipal finance officers and institutional investors for many years. On the Financial Advisory side, Public Financial Management, Inc. is staffed with individuals possessing intimate knowledge of their field of specialization, whether it be healthcare, higher education, transportation, school finance, or many other areas. At the same time, these individuals are supported by PFM's extensive resources in debt and credit structuring and management. PFM Asset Management LLC clients are supported by an engagement team consisting of portfolio managers, trading assistants, consultants, analysts and client representatives. All clients benefit from the coordinated efforts of an engagement team combining both local knowledge and experience and our deep resources nationwide. This team approach provides clients with close personal attention while leveraging PFM's broad reach in the industry.
The Coterie is a financial software company that offers access to venture capital investments, estate planning strategies, and lending products.
PayActiv is the best way for employees to get financial relief between paychecks, a service needed by two-thirds of the workforce. We give businesses the tools essential to ease the financial stress of their employees and build a higher performing workforce. PayActiv is the right way to improve employee financial health. Our aim is to empower lower-income American workers with dignity. We accomplish this by providing employees timely access to their earned-but-unpaid wages. Our social responsibility DNA and decades of experience in payments technologies helped us reimagine the way financial services should be delivered to lower-income workers. PayActiv is designed to help each and every user reach financial resilience and wellness. PayActiv serves thousands of employees and industries all across the board—restaurants, factories, hospitals, retail stores, and many more. Walmart is one of our marquee clients.
Veritas Capital is a leading private equity firm that invests in companies that provide critical products and services, primarily technology or technology-enabled solutions, to government and commercial customers worldwide. Our key differentiator is an in-depth knowledge and understanding of government and government influenced markets and customers and the policy and regulatory environment impacting the target industries which have been the sole and exclusive focus of our investment activities since 1998. During this time, we have originated and managed over 70 acquisitions.
Kentucky Bank is one of the leading providers in Financial Services. It is based in Summit, NJ. To find more information about Kentucky Bank, please visit www.kybank.com