CLOs on the Move


 
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Relay

Small business banking and money management tools to put you in complete control of what your business is earning, spending and saving. The official banking platform of Profit First. Bank with Relay for: ✅ No fees or minimum balances that tie up cash flow ✅ Up to 20 checking accounts to organize income and expenses ✅ Spending management using 50 physical or virtual debit cards ✅ Payments and deposits via ACH transfers, checks and wires ✅ Secure, role-based access to team members and financial advisors ✅ Personalized customer support by email, phone or chat - Relay is a financial technology company, not a bank. Banking services and FDIC insurance are provided through Thread Bank; Member FDIC. The Relay Visa® Debit Card is issued by Thread Bank pursuant to a license from Visa U.S.A. Inc. and may be used everywhere Visa® debit cards are accepted.

Wellabe

Wellabe is a U.S.-based insurance provider with a rich history dating back to 1929. Originally founded as American Republic Insurance Company, it rebranded in 2023 following a merger of six subsidiaries under American Enterprise Group, Inc. The name "Wellabe" reflects its commitment to reliability and long-term customer support. The company specializes in health and financial protection solutions, offering a range of insurance products. These include Medicare Supplement insurance, Hospital Indemnity coverage, Preneed Insurance for funeral expenses, Short-term Care Insurance, and Final Expense Life Insurance. Wellabe also partners with organizations like Start Hearing®, VSP® Individual Vision Plans, and CancerEDGE™ to enhance its supplemental health services. The company primarily serves older adults and retirees, focusing on their needs for aging, chronic conditions, and end-of-life planning. Wellabe is dedicated to customer-centric values, emphasizing integrity and community engagement.

Sensiba LLP

Sensiba LLP is a prominent accounting and business consulting firm based in Pleasanton, California. Recently rebranded from Sensiba San Filippo LLP, the company focuses on providing a wide range of services, including audit, tax, and accounting services, as well as business consulting and tax advisory services. With a revenue of $77.3 million and around 390 employees, Sensiba is committed to enhancing business performance for its diverse clientele. The firm has received several accolades, including recognition as a Top 100 Firm by Accounting Today and being named a Top Workplace in the USA. Sensiba is also a Certified B Corporation, reflecting its dedication to social and environmental responsibility. The company fosters a people-first culture that values empathy, diversity, and collaboration, ensuring a supportive environment for both employees and clients.

KayOne Consulting

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