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We started _Underscore.VC with a listening tour, on a mission to find a better way to empower you to build an enduring company and support your full potential as an entrepreneur. However, we believe that capital is only as good as the people behind it ...
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.
San Francisco Fire Credit Union is a San Francisco, CA-based company in the Financial Services sector.
Pear VC is an early stage venture fund that invests in exceptional founders who are building amazing companies. They specialize in pre-seed and seed funding and partner with founders at the earliest stages to turn great ideas into category defining com...
POS Portal is a Sacramento, CA-based company in the Financial Services sector.