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PCS was founded in 2001 by tax and ERISA attorneys who saw the need for a conflict-free, full fee disclosure, no hidden agenda retirement solution. From day one PCS had a version of complete transparency, which has allowed us to be an industry leader i...
Founded in 2016, Socium Fund Services provides innovative and client-focused solutions for the alternative investment industry. We deliver tailored fund administration services to private equity, venture capital, private credit, and real estate investment funds utilizing best-in-breed technology designed to handle the unique complexities of closed-end private capital funds, including the full automation of carried interest waterfalls. Clients are serviced by experienced leaders with deep experience in fund administration and investment management. Our mission is to provide the most value-added outsourced services possible enabling our clients to focus on growth. Socium combines Experienced People + Innovative Technology + Competitive Pricing, creating a scalable and cost effective solution for General and Limited Partners. In April 2022, Socium Fund Services was acquired by Suntera Global, a multi-jurisdictional provider of fund, corporate and private wealth services.
East Coast Credit Union is a Wilmington, NC-based company in the Financial Services sector.
Bank of the James Financial Group, Inc. is one of the leading providers in Financial Services. It is based in Pittsburgh, PA. To find more information about Bank of the James Financial Group, Inc., please visit www.bankofthejames.com
Winston Financial Group is a Santa Fe Springs, CA-based company in the Financial Services sector.