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Navigant Capital Advisors, LLC is a Chicago, IL-based company in the Financial Services sector.
American Check Management is a Miami, FL-based company in the Financial Services sector.
BNY Mellon Wealth Management is a Boston, MA-based company in the Financial Services sector.
Say `hello` to the new Promontory MortgagePath LLC! We`ve integrated our powerhouse teams - including Promontory Fulfillment Services and PromonTech - into one, marking a milestone in our journey to make the mortgage process faster, simpler and more inclusive for all borrowers and lenders. At Promontory MortgagePath, we combine extensive lending expertise with trailblazing tech leaders to provide efficient, cost-effective mortgage fulfillment and due-diligence services to lenders of all sizes. We`re a fast-growing team of passionate problem solvers on a mission to fundamentally change the way lenders approach their mortgage businesses. We`re inspired by what we do and believe in leveraging dynamic technology to engineer a faster, simpler, more-inclusive mortgage process – from start to finish. Our comprehensive service offering helps lenders remain competitive – and profitable – in an ever-changing mortgage market. With our solution, lenders leverage proprietary point-of-sale technology to co-pilot the application process, collaborate with borrowers and access in-app efficiency tools. Then, we process and underwrite each loan using lender-provided business rules and finally, close in the lender`s name. Our mission is to increase transparency and lower costs – benefiting consumers and the community-oriented institutions serving them.
Cyndx is an open technology platform that enhances and empowers all stakeholders in the capital raising and M+A processes. Cyndx identifies growth opportunities for entrepreneurs, investors, and advisors. Unlike other deal-platforms, Cyndx does not operate as a broker-dealer, rather Cyndx equips the user with the analytics, tools, and insights necessary to source, contact, and manage a deal. The Cyndx product suite consists of 3 SaaS platforms, powered by advanced machine-learning algorithms and natural language processing. Cyndx Finder introduces a unique way to identify new business opportunities. Cyndx Finder generates a target list of companies based on semantic functionality and finds the comparable companies for your target in seconds. Cyndx Finder also provides deeper insights into companies’ firmographic backgrounds and financial histories. Cyndx Finder’s powerful algorithmic discovery pulls up companies that you never would have found otherwise. Cyndx Raiser streamlines the deal management process by curating a list of appropriate investors for your expected deal. Cyndx Raiser analyzes your firm’s expected raise, your company’s history, its key players, and the operating industry, while also considering global investment history, individual investor funding histories, and investments in similar spaces to hone in on the most relevant financial investors, strategic investors, and family offices. Utilize the Cyndx Raiser CRM, Data Room, and Deal Profile to understand investor engagement and to further personalize each investor outreach. Cyndx Owner facilitates the management of your company’s cap-table. Stored and secured through the cloud, the Cyndx Owner platform offers a navigable and intuitive way to control and share your firm’s capitalization. Create hypothetical scenarios with waterfall analysis for any potential future strategic financing events and request 409A valuations and ASC 718 compliance for your firm through Cyndx Owner.