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Oakland County Credit Union is a Waterford, MI-based company in the Financial Services sector.
Lumiant is an award-winning cloud-based advice and client engagement platform, where clients and their advisors connect around their lives, values and finances, helping them make better choices and live their best lives confidently. Lumiant proudly champions the non-Chief Financial Officer of the household, which supports advisors in increasing conversions, revenue, referrals, and retention over multiple generations. Lumiant`s mission is to radically transform the way advice is delivered. Its financial client experience software achieves this by uncovering the underlying motivators driving clients` financial decisions. Then, using its suite of client engagement and financial management tools, finance professionals can identify, track and measure the goals, strategies and tasks to shape and sustain extraordinary lives for their clients. For the first time, the client experience has been uncoupled from financial products and benchmarks that advisers have no control over. With the entire experience anchored in what clients truly value and measured against their overall wellbeing.
North Iowa Community Cu is a Mason City, IA-based company in the Financial Services sector.
Edison Credit Union is a Kansas City, MO-based company in the Financial Services sector.
T-REX is an industry-leading financial services software technology company that specializes in valuation, risk analysis, and structuring tools to unlock investment opportunities for various asset classes. Founded in 2012, T-REX has developed partnerships with some of the leading investment banking institutions. By using T-REX`s secure, proprietary platform, investors, asset managers, and developers are empowered to efficiently and transparently finance, securitize, and manage their assets. T-REX is a Fintech company with the mission to increase standardization, provide efficiency, prioritize transparency and enhance compliance, all while lowering costs for our customers, which include a global set of investors, bankers, and finance professionals. T-REX`s secure, enterprise SaaS-based analytics, risk, and portfolio management platform standardizes and provides transparency to the complex structured products evaluation process, increasing liquidity and creating significant investment opportunities for the hundreds of billions of dollars of capital across various esoteric, non-commoditized asset classes. Our people and systems bridge the gap between institutional investors and developers and lenders to facilitate growth. From offices in New York and Tel Aviv, T-REX gathers world-class expertise in finance, renewables, and technology to support the development of sustainable, market-driven economics.