Name | Title | Contact Details |
---|---|---|
Chris Kearney |
President and Chief Information Officer | Profile |
CFE Federal Credit Union was founded in 1937 as Orange County Teachers' Federal Credit Union. Twenty-three dedicated teachers became the credit union's charter members. At that time, the credit union offered members basic savings accounts and small
Sussex Bank is one of the leading providers in Financial Services. It is based in Towson, MD. To find more information about Sussex Bank, please visit www.sussexbank.com
Cachet Banq is a Pasadena, CA-based company in the Financial Services sector.
Avanta Federal Credit Union is a Billings, MT-based company in the Financial Services sector.
Wealth Access is an innovative wealth management technology firm that provides reporting solutions for the high net worth advisor and investor community. Its proprietary and diagnostic cloud-based platform aggregates information from more than 20,000 financial services institutions and various holdings to deliver an aggregated view, allowing for better decision support in investments, tax planning, insurance and other complex situations faced by high net worth individuals. Founded by a former Merrill Lynch high net worth advisor, Wealth Access provides a complete platform for advisors to collaborate with other professionals and position themselves central to their clients` lives. Headquartered in Nashville, TN, Wealth Access is backed by successful investors and notable wealth management technology platforms.