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Automotive Lease Guide (ALG) is a Santa Barbara, CA-based company in the Financial Services sector.
Founded in 2002, Capify is a leading financial technology company that leverages a proprietary underwriting technology platform to provide working capital solutions to businesses including merchant cash advances and business loans. With over twelve years` experience in the industry, Capify has become a trusted leader in alternative small business financing. Headquartered in New York City, with more than 200 employees and an A+ Better Business Bureau (BBB) rating, Capify is a one-stop shop for businesses seeking working capital solutions for their business.
Lumiant is an award-winning cloud-based advice and client engagement platform, where clients and their advisors connect around their lives, values and finances, helping them make better choices and live their best lives confidently. Lumiant proudly champions the non-Chief Financial Officer of the household, which supports advisors in increasing conversions, revenue, referrals, and retention over multiple generations. Lumiant`s mission is to radically transform the way advice is delivered. Its financial client experience software achieves this by uncovering the underlying motivators driving clients` financial decisions. Then, using its suite of client engagement and financial management tools, finance professionals can identify, track and measure the goals, strategies and tasks to shape and sustain extraordinary lives for their clients. For the first time, the client experience has been uncoupled from financial products and benchmarks that advisers have no control over. With the entire experience anchored in what clients truly value and measured against their overall wellbeing.
Eaton Family Credit Union is a Euclid, OH-based company in the Financial Services sector.
Tax Guard reports give commercial lenders federal tax due diligence - insight into clients unpaid federal tax debt well before federal tax liens are filed.