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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.
Rome Financial Co is a Concord, CA-based company in the Financial Services sector.
Fidelity Keegan is a Fullerton, CA-based company in the Financial Services sector.
I/O Data Systems is a Avon, OH-based company in the Financial Services sector.
The Guaranteed Rate Companies includes Guaranteed Rate, Inc., one of the top 5 retail mortgage lenders in the United States, Guaranteed Rate Affinity, LLC, and Proper Rate, LLC. Headquartered in Chicago, Guaranteed Rate Companies combined funded over $73 billion in 2020 and have more than 10,000 employees in over 850 offices across the United States. Founded in 2000 and located in all 50 states and Washington, D.C., Guaranteed Rate has helped homeowners nationwide with home purchase loans and refinances. The company has established itself as an industry leader by introducing innovative technology, offering low rates and delivering unparalleled customer service. In 2017, the company launched Guaranteed Rate Affinity, LLC, a mortgage origination joint venture between Guaranteed Rate, Inc. and Realogy Holdings Corp. (NYSE: RLGY), a global leader in residential real estate franchising and brokerage. In 2020, the company launched Proper Rate, LLC, a mortgage origination joint venture between Guaranteed Rate, Inc. and @properties, one of the nation`s largest residential brokerage firms. Collectively, the Guaranteed Rate Companies have earned numerous honors and awards including: Forbes Advisor`s Top 10 Mortgage Lenders for 2021; Best Mortgage Lender for Online Loans and Best Mortgage Lender for Refinancing by NerdWallet for 2021; 2018 Top Lender for Online Service by U.S. News & World Report; HousingWire`s 2020 Tech100 award for the company`s industry-leading FlashCloseSM technology; No. 3 ranking in Scotsman Guide`s 2021 list of Top Retail Mortgage Lenders; Chicago Agent Magazine`s Lender of the Year for six consecutive years; and Chicago Tribune`s Top Workplaces list for seven consecutive years.