| Name | Title | Contact Details |
|---|---|---|
Stephen Jaquish |
Director of Technology | Profile |
AdvisorEngine is a digital platform to supercharge advisor growth. A pioneer in digital wealth management technology, AdvisorEngine was the first company to integrate private-label robo-advice within a full enterprise B2B digital wealth management technology platform. Built from the beginning specifically for financial advisors, AdvisorEngine enables advisors to serve traditional wealth management clients and fully digital clients entirely from a single platform. From online account opening and report automation to comprehensive API platforms—and everything in between—AdvisorEngine provides the tools advisors need to scale more efficiently and compete more effectively. Founded by a team of experienced, creative financial and technology executives, AdvisorEngine continues to innovate in order to keep advisors at the forefront of wealth management.
Synchrony Financial is a consumer financial services company headquartered in Stamford, Connecticut, United States.
Panoptic Security is a Draper, UT-based company in the Financial Services sector.
Univers Workplace Benefits is one of the leading providers in Financial Services. It is based in Harrisonville, MO. To find more information about Univers Workplace Benefits, please visit www.universworkplace.com
Zolve`s mission is simple: we want to make financial products accessible to everyone. Zolve offers the ambitious a plethora of products to simplify banking in the US, such as: A Bank Account you can create from anywhere in the world in under five minutes A high-limit Credit Card that helps build a healthy credit score Easy, lightning-fast, cross-border money transfers with the best rates in the market Zolve is expanding its horizons, and we`re excited to open our doors to everyone expanding theirs. We believe: that if space tourism is real, so is reaching for the stars.