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Headquartered in the heart of Chicago's Financial District, MoneyBlock is an online broker-dealer dedicated to servicing Registered Representatives, Investment Advisors, and Independent RIAs. We cater especially to those financial professionals that use equity options in order to generate income or protect portfolio value for their clients. We believe that the key to being a successful independent rep or advisor is in having the flexibility to decide those products and services that best meet your client’s investment needs and risk tolerance. Our vision is to provide an efficient and cost-effective way for independent reps and advisors to manage their business online so they have more time to service their clients and build their business. To accomplish our mission, we started with culture based on creativity, innovation, and purpose. We then sought out and assembled a team of industry professionals with a broad base of experience and knowledge. With our team assembled we then solicited feedback from successful independent reps and advisors to help us identify the technology and services necessary in building a successful independent financial services practice. With these pieces in place we set upon making our vision a reality. Our web-based platform is specifically designed to meet the unique needs of Independent Investment Professionals. Our robust suite of online tools allows our reps and advisors to virtually run their entire business online. We provide them with the flexibility to choose what products and services they feel best suit their client’s needs. We bundle it all together with competitive rates and payouts, and we eliminate the hidden fees and miscellaneous charges typically considered “industry-standard”. At MoneyBlock, we are committed to ongoing innovation to ensure we are providing the highest quality investment experience possible.
Madrona Venture Group has been investing in early-stage technology companies in the Pacific Northwest since 1995 and has been privileged to play a role in some of the region`s most successful technology ventures. The firm invests across the information technology spectrum, including consumer Internet, commercial software and services, digital media and advertising, networking and infrastructure, and wireless. Madrona currently manages nearly $1 billon and was an early investor in companies such as Amazon.com, Farecast, Isilon Systems, iConclude, and World Wide Packets to name a few.
With $12.4 billion in assets and $1.7 billion in common equity as of September 30, 2015, Hilltop Holdings Inc. (NYSE:HTH) is a Texas-based diversified financial holding company specializing in banking, mortgage origination, financial advisory and insurance through its wholly owned subsidiaries, PlainsCapital Corporation, National Lloyds Corporation, and Hilltop Securities Holdings. Hilltop Holdings includes PlainsCapital Corporation, which is the holding company for Dallas-based companies PlainsCapital Bank and PrimeLending. PlainsCapital Bank is the 6th largest Texas-based bank by deposits. PrimeLending is a mortgage originator ranked 6th in the U.S. for purchase units in 2014. On Jan. 1, 2015 Hilltop announced that it had completed its acquisition of Dallas-based SWS. SWS`s broker-dealer subsidiaries, Southwest Securities, Inc. and SWS Financial Services, Inc., became subsidiaries of Hilltop Securities Holdings LLC, a holding company directly under Hilltop and the successor of SWS in the merger. In connection with the merger, FirstSouthwest and its related entities also became subsidiaries of Hilltop Securities Holdings LLC. On October 5, 2015 Southwest Securities, Inc. was renamed Hilltop Securities Inc. and SWS Financial Services, Inc. was renamed Hilltop Securities Independent Network Inc. Hilltop also includes National Lloyds Corporation (formerly NLASCO), a niche property and casualty underwriter providing homeowners insurance for low value dwellings. With origins dating back to 1948, National Lloyds Corporation has an established Texas presence and is based in Waco, TX. The Hilltop Holdings family of companies employs approximately 5,400 people in approximately 425 locations in 44 states and the District of Columbia.
Clinical Financial Services is a Norristown, PA-based company in the Financial Services sector.
Scale Venture Partners invests in software companies that are transforming the future of work. Investments include: Box (BOX), Chef, Cloudhealth, DataStax, Demandbase, DocuSign (DOCU), ExactTarget (ET), HubSpot (HUBS), JFrog, KeepTruckin, Lever, and WalkMe. We back companies who have seen early traction with customers and are ready to amplify sales and marketing to accelerate growth. For the past 20 years, we have worked with over 100 companies as they have navigated their path from startup to market leader.