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AdvisorAssist is a management consulting firm focused exclusively on serving investment advisory firms. Through consultative services and outsourcing, AdvisorAssist provides expertise, resources and actionable solutions that enable investment advisors to achieve their full potential. We are not your typical consulting firm. We deliver practical, actionable advice and solutions that are specific to your unique situation and business model by bringing together the three critical components of your advisory practice: People, Process and Technology.
LEONID is a company that specializes in providing financing solutions to government contractors, including loans, lines of credit, and invoice factoring. They are a trusted capital provider of the US Department of Defense Trusted Capital Program.
Preferred Federal Credit Union is a Greenville, MI-based company in the Financial Services sector.
Meade and Associates is a Westerville, OH-based company in the Financial Services sector.
Airbase is the only truly comprehensive spend management platform available to small and midsize companies. It brings three products into one system: all-inclusive accounts payable automation, software-enabled corporate cards, and simplified employee expense reimbursements. Airbase applies consistent and robust approval workflows across all products, it automates accounting, and provides real-time reporting for all non-payroll spend. Our innovative accounting and operational automation results in a faster close, better visibility, and true control over all spend. Most companies rely on a combination of siloed software products, spreadsheets, and manual workarounds to pay vendors and reimburse employees. Airbase spend management eliminates the resulting messy tech-stack and inefficient processes by replacing products like Expensify and Bill.com. Airbase empowers employees with an easy, uniform approach to spending company money, whether that involves corporate card spend, raising a purchase order, or requesting reimbursement. Unlock trapped talent, eliminate wasted spend, build healthy spend culture with Airbase.