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Summit Financial Resources Inc is a Parsippany, NJ-based company in the Financial Services sector.
Orion`s unified tech stack is built to seamlessly connect advisors and their clients to plan for the future, invest intelligently and achieve financial goals. If the solution our advisors need doesn`t exist, we build it ourselves, pioneering possibilities to help our advisors achieve their vision of success and evolve our business ahead of industry trends. Our ability to push the boundaries of traditional advisor tech is driven by a hunger for continuous improvement and a willingness to disrupt ourselves, and the industry, to stay ahead of customer expectations and deliver the tools and resources advisors need to grow their businesses. Orion Advisor Technology is a tech powerhouse, designed to bring together leading-edge technology and wealth management. Through an all-in-one advisor platform, Orion powers success of growth-focused advisors, helping them compete more successfully. We are intently focused on driving advisor growth and closing the investor behavior gap. From prospect to advocate, we empower our advisors with the integrated technology they need to engage, support and deliver across each step of the client journey through our fiduciary process. The result: strength and loyalty within every advisor-client relationship. Orion is committed to having a diverse and inclusive workforce. Individuals seeking employment at Orion are considered without regards to age, color, disability status, ethnicity, genetic information, national origin, race, religion, gender, sexual orientation, gender identification, veteran status or any other factor protected by law.
Third Point LLC is one of the leading providers in Financial Services. It is based in Chicago, IL. To find more information about Third Point LLC, please visit www.thirdpoint.com
Campus USA Credit Union is a Gainesville, FL-based company in the Financial Services sector.
Since 1943, Tulsa Federal Credit Union has thrived on the life-long partnership with its Members. Starting with just 12 members and $240 in assets, its devoted members and knowledgeable staff have helped grow the institution to 63,000 members, more than $690 million in assets with 15 locally convenient branches. It is the foundation of Tulsa Federal CU`s mission to be the life-long financial compass for its members, a positive force in the community, the best at making each member`s experience exceptional and the commitment to trust, integrity, teamwork and making a difference that sets Tulsa Federal Credit Union apart.