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Oakleaf is a mortgage consulting firm specializing in regulatory compliance, loan review, risk analytics, financial modeling, and litigation support services solely for the mortgage and financial services industries. Our seasoned practitioners utilize their vast experience and domain knowledge to provide the insights, perspectives, and tailored solutions necessary to meet our clients` business needs and solve their most complex problems. Our combination of subject matter expertise, client-focused approach, and commitment to excellence has made Oakleaf a trusted leader in the industry for 15 years.
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.
Chicagoland Electrical Industry Credit Union is a La Grange Park, IL-based company in the Financial Services sector.
Give Kids the World Trust is a Kissimmee, FL-based company in the Financial Services sector.
M&G plc is an investment manager in the United Kingdom and overseas.