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CAIS is the premier gateway to the multi-trillion dollar independent wealth channel for specialized investment products, delivering a superior experience to wealth managers and product providers alike. As the leading open-architecture financial product platform, CAIS provides streamlined execution for an expanding list of alternative investment funds, IPOs and follow-ons, and structured notes. CAIS complements its fund offerings with independent due diligence provided by Mercer. Products include: - Hedge Funds - Private Equity & Credit Funds - Real Estate Funds - Structured Solutions - IPO and Pre-IPO Offerings CAIS is an NFA member with securities offered through CAIS Capital LLC, member FINRA, SIPC.
Charlotte Metro Credit Union aka CMCU is a Charlotte, NC-based company in the Financial Services sector.
Winspire helps Nonprofits maximize their fundraising revenue by providing highly sought after auction packages. Start planning your next event now!
Fundation is one of the nation`s leading small business lenders and financing solutions provider. Fundation partners with a broad array of financial and non-financial institutions that serve the small business market in a variety of capacities to bring value-added credit solutions. Fundation builds customized product offerings and delivery methods to meet the needs of each unique partner and the credit needs of its small commercial customers.
FinancialForce accelerates business growth with customer-centric ERP, Professional Services Automation (PSA), and Customer Success Operations solutions. Run on the leading cloud platform, Salesforce, FinancialForce enables organizations to see their customers in full color to unlock customer insights, deliver innovative experiences, run a digital business, and achieve agility and resilience. Founded in 2009 and headquartered in San Francisco, FinancialForce is backed by Advent International, Salesforce Ventures, and Technology Crossover Ventures.