| Name | Title | Contact Details |
|---|
Founded in 2014, Even digitally connects and matches consumers with real-time, personalized financial product recommendations from banks, insurance, and fintech companies on mobile apps, websites, and other consumer touchpoints through its marketplace technology. Even`s infrastructure leverages machine learning and advanced data science to solve a significant pain point in financial services customer acquisition, seamlessly bridging financial services providers (such as SoFi) and channel partners (such as TransUnion) via its industry-leading API and embedded finance marketplaces. Even enables any company to add financial products to their business, with full compliance and security at scale. Even was named one of "America`s Best Startup Employers`` by Forbes for 2021 and placed in the Top 50 of the 2020 Deloitte Technology Fast 500, which recognizes the fastest growing tech companies in the world.
Annex Wealth Management is a Brookfield, WI-based company in the Financial Services sector.
JFS Wealth Advisors is a Hermitage, PA-based company in the Financial Services sector.
CorePlus Federal Credit Union is a Norwich, CT-based company in the Financial Services sector.
Preqin, the Home of Alternatives™, empowers financial professionals who invest in or allocate to alternatives with essential data and insight to make confident decisions. It supports them throughout the entire investment lifecycle with critical information and leading analytics solutions. The company has pioneered rigorous methods of collecting private markets data for almost 20 years, enabling more than 200,000 professionals globally to streamline how they raise capital, source deals and investments, understand performance, and stay informed. At Preqin, we believe that access to information leads to more investment in the ideas and infrastructure that build strong communities. To this end, we combine comprehensive data with the insider expertise of our global team to increase transparency in the alternatives industry. With a decades-long track record of success and an unwavering commitment to alternatives assets, we help our clients to move first and lead the market. Know Preqin. Know alternatives.