CLOs on the Move


 
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Union Advisors

Strategic growth advisor to FinTech and Wealth Management organizations

Arkeyo

Arkeyo offers self-service coin counting / cash dispensing kiosks to banks, casinos, grocery stores and other retail locations. Arkeyo is delivering high profile products and services designed to engage and efficiently monetize the growing need for a new self-service coin alternative in the USA and Europe. Clients can select from a full set of product lines, in their own language and their own currency. Arkeyo also picks up and processes coin bins and coin bags. Unlike legacy self-service coin offerings, Arkeyo gives retailers powerful tools to narrowcast their direct marketing, to identify and engage the right customer with the right offering at the right time, enhancing results and efficiency. Rules-based intelligence, routing and reporting tools offer retailers the opportunity to increase sales, lower customer service costs, shorten ‘float time and encourage repeat business. Through an affiliate program, users of the self-service coin machines can earn credit toward future purchases and exchange points with offline affiliate partners.

Heritage Bank of Commerce

The Future Needs a Heritage Heritage Bank of Commerce, founded in 1994, is a community business bank headquartered in San Jose. For over 30 years, HBC has provided a consultative relationship banking approach with clients, offering valuable services to help them achieve their long-term business goals. The Bank combines the classic values of relationship-based, customer-focused community banking, with a forward-looking, strategic approach. Our solution-driven team of experienced, dedicated and innovative bankers, partner with you to find a custom solution that fits your business needs. Our large spectrum of credit and loan products spans from factoring to open lines of credits, cash management solutions to support and leverage your business cash flow, as well as a dedicated HOA Specialty Banking department servicing the HOA community with the latest in banking technology. Bank Focused on People Working with People With over 800 Non-profit organizations spanning a wide variety of industries, we know the intricacy of banking for non-profits. At HBC, we take a strong consultative approach empowering you to make meaningful business decisions that will allow you to have a strong impact in your community. As a conservative three plus billion dollar, publicly traded, 5-Star Bauer Financial rated, FDIC insured bank we check all the traditional boxes for a financial institution. But community banking is much more. HBC is involved on a deeper level with industry, business and community leaders, and is able to leverage this network successfully for our clients business goals. As part of our mission to give back, our relationship managers are required to be active in their community. They serve on boards, are deeply involved with their local business organizations and chambers, and are taking active roles in shaping their business areas. Member FDIC | Equal Housing Lender | NMLS ID# 486849

HealthSherpa

HealthSherpas mission is to help every American feel the comfort and security of having health coverage. HealthSherpa is the largest and fastest-growing individual health coverage exchange in the United States, simplifying access to ACA and Medicare health plans from both federal and state marketplaces. Our secure, integrated technology platform empowers insurance agents, agencies, and carriers to quickly and accurately serve and support individuals as they select and use quality, affordable health plans.

Tech Observer

Tech Observer is a global Contract Research Organization (CRO) founded in 2005, with its headquarters in Paramus, New Jersey, and additional offices in New Delhi, Mumbai, and Singapore. The company specializes in clinical development support for the pharmaceutical, biotechnology, and medical device industries, extending its reach through local partners across the Asia-Pacific region. The company offers a comprehensive range of services that encompass the entire clinical research process. These include managing clinical trials, clinical data management, biostatistics and SAS programming, medical writing, post-marketing clinical studies, and staffing services. Tech Observer is ISO 9001:2008 and ISO 14155:2011 certified, demonstrating its commitment to quality and regulatory compliance. With a workforce of around 400 professionals, the company serves over 50 clients in more than 30 countries, focusing on various therapeutic areas such as oncology, cardiology, and infectious diseases. Tech Observer also emphasizes innovation with solutions like its AI-driven clinical trial risk tool, MyRBQM, and promotes diversity and professional growth within its team.