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Sterling is an independent, privately held administrator for HSAs, HRAs, FSAs, POPs and COBRA, with online and mobile access for our clients. Sterling also offers expert compliance services for ERISA Wrap, Form 5500 Filing, non-discrimination testing, and requirements under the Patient Protection Affordable Care Act (PPACA). Founded in 2004, Sterling pioneered the HSA industry, and today is a leading HSA administrator nationwide. Sterling is led by experts in the health benefits and healthcare financing industries for one primary purpose - to put employers and consumers in control of healthcare spending and in touch with resources to help manage their money and their health.
Financial Resource Group is a Dallas, TX-based company in the Financial Services sector.
Invesco Ltd. is an American independent investment management company that is headquartered in Atlanta, Georgia, with additional branch offices in 20 countries.
Clear Street is a new prime broker founded by industry veterans. We understand firsthand the challenges facing today`s most active market participants and are taking a technology-first approach to modernizing, and improving, the brokerage experience. Launched in 2018, Clear Street is the first prime built on cloud-based infrastructure. Our platform offers clients easy access to everything they need to trade, including execution, financing, clearing, and custody. On an average trading day, clients use Clear Street to process more than $3 billion in trades of U.S. equities and options.
HomeStreet Bank is a community bank offering personal banking, home loans, and business banking & loans with a focus on creating long term relationships with our customers and communities.