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Copper Financial ("CuFi") is an SEC-registered investment advisor, FINRA-registered Broker-Dealer, and state-registered insurance agency offering a breadth of investment and financial planning services to credit union members across the country. As a wholly-owned subsidiary of CommunityAmerica Credit Union, we understand the importance of meeting your members` unique needs wherever they are in their financial journey. Our fully digital experience and best-in-class technology platform allows members access to their accounts from anywhere at any time, and ensures the advisor and member have more time to focus on what matters—the path to financial peace of mind. Additionally, we are the only credit union-owned Broker-Dealer that offers special needs planning for families, further assisting credit unions in their mission to serve all their members` needs.
The mission of Cedar Point Federal Credit Union is to provide the opportunity for members to save and to borrow money at fair and reasonable rates of interest and offer other cost-effective financial services to meet our members' special needs. Our
Gemini Fund Services, LLC provides comprehensive, pooled investment solutions as an engaged partner to independent advisors.
AppTech Corp. (OTC: APCX) is a publicly listed FinTech company utilizing innovative payment processing and digital banking technologies to complement our core merchant services capabilities. Our patented and proprietary software will provide progressive and adaptable products that are available through a suite of synergistic offerings directly to merchants, banking institutions and business enterprises. AppTech is developing an embedded, highly secure digital payments and banking platform that powers commerce experiences for clients and their customers. Based upon industry standards for payment and banking protocols, we will offer standalone products and fully integrated solutions that deliver innovative, unparalleled payments, banking and financial services experiences. Our processing technologies can be taken off-the-shelf or tapped into via our RESTful API to build fully branded and customizable experiences while supporting tokenized, multi-channel, and multi-method transactions.
Based in Briarcliff Manor, NY, Saw Mill Capital LLC is an operations-oriented private equity firm focused on acquiring businesses with $40-150 million in revenues that can be meaningfully grown organically and through acquisitions.