Wealth Management - Fintech Integration Marketplace - Page 12 of 45

Integrations: 0

Partnership: 0

Auto Insurance, College Planning, Homeowners Insurance, Investment Research, Lending, Life Insurance, Mortgage, Online Banking, Portfolio Management, Retirement Planning

Our members – both long-time and brand-new – have chosen Workers for full banking services to meet a lifetime of...

Integrations: 0

Partnership: 0

Coastal

College Planning, Cybersecurity, Financial Planning, Investment Research, Lending, Mortgage, Retirement Planning, Risk Management

As a not-for-profit, member-owned, financial cooperative, Coastal is committed to providing members with the financial services they need, when and...

Integrations: 0

Partnership: 0

SAFE

Lending, Payroll, Retirement Planning

Established in 1940, SAFE Credit Union has a long and proud history of providing the best solutions, exceptional experiences, and...

Integrations: 0

Partnership: 0

Weststar Mortgage

Data&Analytics, Document Management, Document Management, Lending, Mortgage

Weststar Mortgage Corporation is a privately owned company established in 1983 in Albuquerque, New Mexico where it maintains corporate headquarters...

Integrations: 0

Partnership: 0

Eastman

Auto Insurance, Business Insurance, Health Insurance, Lending, Life Insurance, Mortgage, Portfolio Management, Private Banking, Retirement Planning

Founded in 1934, ECU is a not-for-profit, financial services cooperative with over $4 billion in assets. ECU serves over 200,000...

Integrations: 0

Partnership: 0

Credit Human

College Planning, Financial Planning, Lending, Life Insurance, Mortgage, Portfolio Management, Retirement Planning

Chartered in 1935, Credit Human is a $2.7 billion credit union serving 250,000 members in 43 states across the U.S....

Integrations: 0

Partnership: 0

Harborstone

Auto Insurance, Commercial Banking, Core Banking, Disability Insurance, Financial Planning, Homeowners Insurance, Investment Research, Lending, Life Insurance, Mortgage

Harborstone is a Credit Union in Washington state serving the South Puget Sound Area. Harborstone offers financial services such as...

Integrations: 0

Partnership: 0

Park Bank

Disability Insurance, Financial Planning, Lending, Life Insurance, Online Banking, Portfolio Management, Private Banking, Retirement Planning

We understand that banking is not an end in itself, but rather, a means toward living the life you want....

Integrations: 0

Partnership: 19

iQuantifi

Auto Insurance, College Planning, Disability Insurance, Financial Planning, Homeowners Insurance, Lending, Life Insurance, Mortgage, Renters Insurance, Retirement Planning, Technology, Travel insurance

iQuantifi is an award winning innovative fintech company that empowers financial institutions to reach the mass market, gain deep customer...

Integrations: 0

Partnership: 0

NerdWallet

Analytics, Data&Analytics, Lending

NerdWallet provides clarity for all of life’s financial decisions thru their finance website and app. NerdWallet provides consumers with personalized,...