| Name | Title | Contact Details |
|---|---|---|
Nicholas Moorhead |
AVP, Information Security Administrator | Profile |
James Mill |
Chief Information Officer | Profile |
Advyzon was founded in 2012 by a dedicated team of entrepreneurs with decades of experience implementing, servicing, and developing financial technology for financial advisors. Based in Chicago, Advyzon is an advisors complete technology solution and is 100% cloud-based. The integrated platform includes customizable performance reporting, flexible billing, client relationship management (CRM), configurable client web portals, document storage and business intelligence. By providing all of the key capabilities a firm needs to run their business, Advyzon helps advisors streamline their operations so they can focus on growing their business. We feel that technology should be simple to use, innovative and backed by exceptional client service, which are the core principles that Advyzon was founded on. Please visit www.advyzon.com to learn more.
Banco Sabadell is the fourth Spanish private banking group, made up of different banks, brands, subsidiaries and investees that cover all areas of the financial business under a common denominator: professionalism and quality. A young and well-prepared human team, endowed with the most modern technological and commercial resources, and a multi-brand and multi-channel organization focused on the customer, allow Banco Sabadell to occupy a prominent position in the market in personal and corporate banking.
WestLB AG is one of Germanys leading financial services providers and offers the full range of products and services of a universal bank, focusing on lending, structured finance, capital market and private equity products, private banking, asset.
Lone Star National Bank is a Pharr, TX-based company in the Financial Services sector.
Bank of India is a New York, NY-based company in the Financial Services sector.