| Name | Title | Contact Details |
|---|---|---|
Brian Wesselhoff |
Chief Information Officer | Profile |
Heidi Roberts |
Vice President of Information Services | Profile |
Legacy Community Credit Union is a Birmingham, AL-based company in the Financial Services sector.
Alturus provides structuring and capital solutions for corporate facility infrastructure and efficiency projects
One of the first businesses to grow and emerge within the working capital market during the recession, Fora Financial has established a competitive position in the marketplace, as well as a storied legacy. It all started with two college roommates who had an innate passion for small business. After graduating from Indiana University, both Jared Feldman and Dan Smith went their separate ways – Jared as an underwriter and Dan as a sales consultant. Then, the economic recession hit. Dan knew that the small businesses of America drove the U.S. economy and would need assistance to survive the default times ahead. And with both Dan and Jared coming from a long line of successful entrepreneurs and growing up immersed in the small business culture, they felt compelled to help. Prompted by Dan’s vision, they combined their financial savvy and small business knowledge to start Fora Financial in June of 2008, when the economic world felt like it was coming to an end. Over the next five years, Dan and Jared worked tirelessly to build their staff and client base from the ground up. Continually doubling their staff and revenue almost every year since its inception, Fora Financial has continued to develop transparent relationships with our clients and partners and provide them with custom, innovative funding solutions. As of our five-year anniversary in June 2013, Fora Financial has funded over 8,000 individual transactions with over 4,500 unique customers. The company has also funded more than $199 million in working capital for small businesses since its inception. Fora, meaning “marketplace” and “forum” in Latin, aligns with our mission to foster and support the small business industry. The rebrand also created efficiencies and consistencies to better serve our customers and partners. Today, Fora Financial continues to remain a competitive leader with one of the most extensive offerings and services in the small business industry. We remain dedicated to developing new, innovative ways to serve companies in an ever-changing financial market.
In a world of burgeoning bankruptcies, LCI`s Bankruptcy Management Solutions deliver the industry`s finest bankruptcy data, bankruptcy process automation solutions and expert services. Our decades of experience as the exclusive supplier to the world`s largest and most innovative creditors ensure that LCI solutions enable our customers to execute the most efficient and productive bankruptcy management and portfolio valuation processes anywhere. LCI today services over 1.3 Billion accounts a year and is used by 8 out of the top 10 banks in the United States. Expertise in the financial industry, specifically its focus on at-risk accounts, enables LCI to innovate, develop, and deliver solutions that provide superior information and improved profitability. Some of LCI`s unique industry expertise includes: Bankruptcy: In depth understanding of bankruptcy, the events that surround bankruptcy, and how they impact financial industry constituents At-Risk Consumer Behavior: In depth understanding of the behavior of “at-risk” consumers Financial Account Life Cycle: In depth understanding of the lifecycle of a financial account Financial Counseling: In depth understanding of financial counseling and the credit counseling industry LCI`s high-tech approach, combining process engineering principles with management information systems, brings a sharp focus on quality control and process efficiency to the development of data processing systems. The unique characteristics of the LCI approach enable the company to build products for its clients that are more cost effective, efficient and provide higher returns than those that exist in the marketplace. ROI studies have shown staff reductions of greater than 90% when we are used to replace or augment in–house solutions. Let us help you seamlessly integrate one or all of LCI’s best-in-market solutions with your existing business processes.
Envestnet, Inc. (NYSE: ENV) is transforming the way financial advice and wellness are delivered. Our mission is to empower advisors and financial service providers with innovative technology, solutions, and intelligence to make financial wellness a reality for everyone. Over 105,000 advisors and more than 5,100 companies including: 17 of the 20 largest U.S. banks, 47 of the 50 largest wealth management and brokerage firms, over 500 of the largest RIAs and hundreds of FinTech companies, leverage the Envestnet platform to grow their business and client relationships.