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Oportun is a financial technology company founded in 2005. Our mission is to provide inclusive, affordable financial services that empower our customers to build a better future. Oportun uses advanced data analytics and technology to “score” and lend money to individuals with limited credit history that other lenders consider “unscorable.”
Keay Financial is a Ventura, CA-based company in the Financial Services sector.
The Tampa Bay Trust Company is a division of the Sanibel Captiva Trust Company. We are a state-chartered independent trust company regulated by the Florida Office of Financial Institutions. We provide wealth management services including investment management, trust administration, and financial counseling to individuals, families, businesses, non-profit organizations and endowment funds. The Tampa Bay Trust Company wealth management services are absolute-return oriented, performance-driven, and adhere to a strict philosophy and investment process. Clients` portfolios are separately managed and individually tailored to each client`s total return and cash flow requirements. Our investment management services comply with Florida`s Prudent Investor Rule (Florida Statues, chapter 518.11). We are audited by the Florida Office of Financial Institutions. In addition, we are audited by two independent accounting firms each year. We also have a Board Audit Committee, consisting of outside Directors, responsible for reviewing our internal control policies. We maintain a financial insurance bond and trust errors and omissions liability insurance policy.
Established in 1976 as a full-service brokerage firm, Triad Securities strives to provide our clients with the most comprehensive data on the new issue market.
Heritage Credit Union is a Madison, WI-based company in the Financial Services sector.