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Retirement Planning Assoc is a Westlake Village, CA-based company in the Financial Services sector.
Change Capital is a commercial financing provider that provides creative, flexible and timely capital solutions to small and medium-sized businesses in various industries, with a special focus on businesses that provide innovative, sustainable, socially responsible and impactful, and ethically-produced products and services and those that are owned and successfully operated by minorities, women, veterans of the armed forces, immigrants, and the physically challenged.
Chargebee is the subscription management platform that automates revenue operations of over 3500 high-growth subscription-based businesses from startups to enterprises. The SaaS platform helps subscription businesses across verticals, including SeaS, eCommerce, e-learning, IoT, Publications, and more, manage and grow revenue by automating subscription, billing, invoicing, payments, and revenue recognition operations and provides key metrics, reports, and business insights. Founded in 2011, Chargebee counts businesses, like Okta, Freshworks, Calendly, and Study.com amongst its global customer base.
Founded in 1971 and headquartered in Irvine, CA, WNC is a national investor in real estate and community renewal initiatives. Privately held, WNC has acquired approximately $10.6 billion of assets totaling in excess of 1,450 properties in 47 states, Washington D.C. and the U.S. Virgin Islands. WNC`s investor base includes 30 Fortune 500 companies and exceeds 19,500 institutional and retail multinational banks, and insurance companies.
International Financial Data Services is a joint venture between affiliates of Boston-based State Street Corporation, the world’s leading provider of services to institutional investors, and DST Systems Inc., a Kansas City, Missouri-based leading provider of shareholder accounting services and proprietary systems. Both organisations have over 40 years’ experience and joint venture track record via our sister company in the US, Boston Financial Data Services (BFDS). Together we form part of the world’s largest investor record-keeping / transfer agency services provider. DST and State Street formed their first joint venture – BFDS - in 1973, with Canada Financial Data Services (CFDS) and European Financial Data Services (EFDS) entering the UK and Canadian markets in 1995. During 2001 we rebranded to International Financial Data Services, helping to align our business globally. Throughout the early part of the century our operations and footprint continued to expand, taking control of State Street’s established transfer agency services in Ireland and Luxembourg in 2007, meaning further integration of our European operations. As a family, we are now the largest administration and technology outsource provider in Canada, the UK and the USA respectively, with our market share continuing to grow throughout the rest of Europe and the Asia-Pacific region. No other supplier has such as focus on the industry, nor has anyone this level of global reach.