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David I Kelley is a Medina, OH-based company in the Financial Services sector.
Champion Credit Union is a Arden, NC-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.
In its capacity as a Community Development Financial Institution (CDFI), Forward Community Investments (FCI) builds stronger and healthier communities by providing loans, advising and grants to mission-based organizations that address the root causes of racial inequities and socioeconomic disparities and support initiatives that improve equity and make positive change possible. Our Vision is an equitable and inclusive Wisconsin built on cooperative social action. Our Mission is to act as an investor, connector and advisor for organizations and initiatives that reduce socioeconomic and racial disparities throughout Wisconsin. Our Values: integrity, partnership, authenticity, love, racial justice, equity, diversity, accountability. Since 1994, FCI has supported Wisconsin-based projects and programs by providing loan capital, financial expertise and organizational capacity building for: affordable housing, community facilities and economic development initiatives. We have lent more than $188 million to hundreds of mission-driven organizations, making a difference in the lives of more than 700,000 people.