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Sawtooth started out as a registered investment adviser offering clients multi-strategy investment solutions. To support our growth, Sawtooth needed a strong open architecture product deck, a robust back-office engine, and a client-focused reporting portal. Rather than developing technologies in house, we chose to adopt a best of breed approach. Our integrated tools enable advisors to easily implement their offering while introducing the pillars of an institutional framework: definable and repeatable business processes. Today, Sawtooth offers a single web-based platform which allows advisors to manage all of their clients in one place – regardless of account type or custodian. Sawtooth delivers consistency and accuracy in the reporting process and aggregates client data into a beautiful and easy to understand format. Sawtooth provides registered investment advisors (RIAs), broker-dealers, and banks with flexible solutions to attract and retain the best advisors, enable more effective business process management, accelerate client acquisition, and gain end-to-end visibility into firm-level assets under management. The results are streamlined processes, predictable recurring revenue, and consistently excellent client service.
Circulo is building the Medicaid insurance company of the future to provide tech-enabled, world-class care to the nation`s most underserved populations. Circulo is based in Columbus, OH, the emerging insurtech capital of the U.S.
Array fuels financial progress for many of the world`s leading fintechs, financial institutions, and digital brands with a suite of credit, financial management, and privacy tools. Our private label products can be easily embedded into an existing, branded digital experience, enabling our clients to become a one-stop shop of financial services. Array drives engagement and revenue for our clients, helps them stand out in a crowded market, and forge deeper relationships with their customers. More than a suite of products, we`re building a platform to help consumers own their financial future, protect their identity, and maintain digital privacy, all in one place. Array was founded in 2020 by Martin Toha and Phillip Zedalis. Key investors include Battery Ventures, General Catalyst, and Nyca Partners.
Nexera Holding is a dynamic start-up setting the standard for efficiency, simplicity and transparency in the lending marketplace. We deliver proprietary web technology with an exceptional combination of automation and personal touch that will reshape the way a consumers and mortgage brokers shops for and close a loan.
Doctors Medical Management Inc is a Woodland Hills, CA-based company in the Financial Services sector.