Wealth Management

SmartRIA is a compliance software platform for wealth managers. We differentiate ourselves by solving more compliance problems in a single...

Nexa Insights works exclusively with financial advisors and firms to provide deep insights into their client relationships, allowing firms to...

Arbor Realty Trust is a real estate investment trust that invests in a diversified portfolio of multifamily and commercial real...

Envel’s principle is employing an Envelope system enabling users to organize their money into multiple FDIC insured accounts called Envelopes...

LeaseQuery helps accountants and financial professionals eliminate lease accounting errors through its CPA-approved, cloud-based solution. LeaseQuery’s software is built by...

DiligenceVault is the first two-sided and global fund diligence ecosystem for the investment management industry which supports both institutional and...

Securitize is a compliance platform and protocol for issuing and managing digital securities on the blockchain, including dividends, distributions, and...

Billhighway is a financial software provider that processes the payments for member-based groups such as fraternities, sororities, unions, and associations.

Unlike a bank or savings institution, credit unions are founded on democratic, cooperative principles. Members have equal rights to vote...

Founded in 1952, San Mateo Credit Union has grown to keep pace with the evolving financial needs of member-owners. They...