| Name | Title | Contact Details |
|---|
InvestCloud is the global software leader in digital transformation for the wealth management industry, and the US leader for personalisation and scale across Advisory programs including unified managed accounts (UMA) and separately managed accounts (SMA). InvestCloud today supports over $6 trillion of assets with over 550 direct clients, including banks and wealth managers, private banks, and asset managers. The company offers digital client and advisor experiences and tools that enable the development of front-office wealth management solutions, and UMA/SMA portfolio management, trade execution, accounting, model management and performance investment solutions, resulting in best-in-class experiences and operations for the wealth and asset management industry. Headquartered in New York, InvestCloud has offices around the world including the United States, Canada, United Kingdom, Switzerland, Italy, Singapore, Japan, and Australia.
Banking is what we do, but community is who we are! With Monroe Community Credit Union, you`re a member, not a number. Our goal is to put our members first in all we do. We provide products and services that help the financial stability and economic growth for both our members and our community.
Horizon Credit Union is a Otis Orchards, WA-based company in the Financial Services sector.
Stem Holdings, Inc.is a leading cannabis and hemp company in the U.S. with proprietary capabilities in sustainable cultivation, processing, extraction, and R&D, as well as retail and distribution operations aligned with state-by-state regulations.
AMG Guaranty Trust, N.A. offers comprehensive, highly customized investment management, financial counseling and trust administration services to help you build, manage and protect your wealth. We help clients across the country, assisting high-net-worth