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Moonstone Bank is a charted digital bank that specializes in catering to SMEs with technology-driven solutions for commercial banking and digital assets. Moonstone was founded on the principle that existing banking services today do not meet the needs for these underserved markets, nor do they anticipate the needs for where banking will be tomorrow.
XTM, is a Miami and Toronto-based fintech innovator in the neo-banking space, helping businesses and service workers in the hospitality and personal care space disseminate and access earned wages and gratuities. XTM`s Today™ Solution, comprised of a free mobile app and a Visa or Mastercard debit card with free banking features, is used by thousands of restaurants, salons and staff across Canada and the United States. XTM is a global card issuer and real-time payment specialist. Our technology is used by Restaurants, Salons and service staff at no charge to automate and expedite Earned Wage and Gratuity Access, increasing time and attendance and eliminating cash from ecosystems. XTM`s Today solution drives operational efficiencies and delivers a bespoke user experience designed specifically for service workers.
Umbaugh is a Indianapolis, IN-based company in the Financial Services sector.
Liberty Associated Partners is a Bala Cynwyd, PA-based company in the Financial Services sector.
Villere & Company, LLC is a federally registered investment advisor. Villere & Company, LLC may only transact business or render personalized investment advice in those states where we are registered/filed notice or otherwise excluded or exempted from registration requirements. Any communications with prospective clients residing in states or international jurisdictions where Villere & Company, LLC and its affiliates or registered representatives are not registered or licensed shall be limited so as not to trigger registration or licensing requirements.