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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.
Miles F Carpenter and Co is a Skowhegan, ME-based company in the Financial Services sector.
Connecticut State Employees Credit Union is a Hartford, CT-based company in the Financial Services sector.
MoCaFi is a financial services platform for the 110 million Americans dealing with economic hardship and no path to a better circumstance. Our platform consists of a prepaid Mastercard, FDIC-insured bank account, money management app, credit-building bill payment and personal wealth coaching. We`re helping communities spend smart, build credit, and live wealthy.
Man Group Plc is one of the leading companies in Financial Services industry. Man Group Plc is based in New York, NY. You can find more information on Man Group Plc at www.maninvestments.com