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Founded in 1818 and based in Boston, Eastern Bank is the largest and oldest mutual bank in the United States, with $10 billion in assets and over 120 locations serving communities in eastern Massachusetts and southern and coastal New Hampshire. Eastern is a recognized leader in corporate social responsibility and for its advocacy on behalf of a number of social justice causes. Member FDIC. Equal Housing Lender.
AdvisorEngine is a digital platform to supercharge advisor growth. A pioneer in digital wealth management technology, AdvisorEngine was the first company to integrate private-label robo-advice within a full enterprise B2B digital wealth management technology platform. Built from the beginning specifically for financial advisors, AdvisorEngine enables advisors to serve traditional wealth management clients and fully digital clients entirely from a single platform. From online account opening and report automation to comprehensive API platforms—and everything in between—AdvisorEngine provides the tools advisors need to scale more efficiently and compete more effectively. Founded by a team of experienced, creative financial and technology executives, AdvisorEngine continues to innovate in order to keep advisors at the forefront of wealth management.
Aptia will be a trusted provider of pension and employee benefits administration services, with offices in the U.S. and U.K. supported by shared services in India and Portugal. We will manage programs covering over five million people and serving more than 1,100 clients, catering to both B2B purchasers of the administration platform and B2C employees. Aptia will have the expertise to excel in managing pensions, health, and insurance administration.
Ishpeming Community Federal Credit Union is a Ishpeming, MI-based company in the Financial Services sector.
Wealth Accumulation is a Littleton, CO-based company in the Financial Services sector.