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Worldpay is an Ohio-based fintech platform that offers solutions such as credit card payment processing and POS for sectors including e-commerce, retail and healthcare.
Coast National Bank is a San Luis Obispo, CA-based company in the Financial Services sector.
MetaBank® is a federally chartered savings bank headquartered in Sioux Falls, South Dakota. Meta Financial Group, Inc.®, is the holding company for MetaBank and its divisions: Meta Payment Systems, its electronic payments division; AFS/IBEX, its insurance premium financing division; and Refund Advantage, EPS Financial and Specialty Consumer Services (SCS), its tax-related financial solutions divisions.
C. Kelly Buckley, MBA, CFP®, AAMS™ - Founder and Managing Principal of Spectrum Financial Alliance. Spectrum Financial Alliance is a unique, concentrated and predictive asset management firm headquartered in Nicholasville, KY. We serve clients across the nation, while still emphasizing the importance of local ownership and community. We specialize in providing personalized, comprehensive services in the areas of asset management, financial planning, insurance services, and estate planning facilitation. Our clients come from a wide range of backgrounds and income levels. For over 35 years, Kelly Buckley has had the privilege of helping clients build financial security, grow their assets, provide for their childrens education, and secure their retirement income. As a Registered Investment Advisor, we have a fiduciary duty to make decisions in our clients best interests 100% of the time, unlike many financial services firms. We are passionate about what we do, and your success matters to us. Rest assured, your financial future, peace of mind, and best interests are always our primary focus. Experience the Spectrum Financial Alliance Difference! Contact us today to schedule your FREE consultation at (859) 223-6333 or sfa@spectrumalliance.com.
CAARY is a fintech platform for small and medium-sized enterprises (SMEs), led by the CAARY corporate Mastercard. CAARY offers the most accessible and versatile credit on the market, with higher limits, no personal guarantees and infinitely more functionality than traditional cards. SMEs can expect integrated accounting, payment and expense functionality combined with no-fee cards, 1.5% cash back on all spend, fully digital sign-up and onboarding and same-day approvals. 98% of Canadian businesses are SMEs. Accessible credit cards, capital and fintech products are the tools to help them compete, grow and thrive.