| Name | Title | Contact Details |
|---|---|---|
Philip Sbaratta |
Vice President and Senior Corporate Counsel | Profile |
Sawtooth started out as a registered investment adviser offering clients multi-strategy investment solutions. To support our growth, Sawtooth needed a strong open architecture product deck, a robust back-office engine, and a client-focused reporting portal. Rather than developing technologies in house, we chose to adopt a best of breed approach. Our integrated tools enable advisors to easily implement their offering while introducing the pillars of an institutional framework: definable and repeatable business processes. Today, Sawtooth offers a single web-based platform which allows advisors to manage all of their clients in one place – regardless of account type or custodian. Sawtooth delivers consistency and accuracy in the reporting process and aggregates client data into a beautiful and easy to understand format. Sawtooth provides registered investment advisors (RIAs), broker-dealers, and banks with flexible solutions to attract and retain the best advisors, enable more effective business process management, accelerate client acquisition, and gain end-to-end visibility into firm-level assets under management. The results are streamlined processes, predictable recurring revenue, and consistently excellent client service.
New Mexico Educators Federal Credit Union is a Albuquerque, NM-based company in the Financial Services sector.
Empower is a leading provider of financial services including advice, wealth management, investing, and retirement services. Headquartered in Greenwood Village, Colorado, Empower administers approximately $1.2 trillion in assets1 for more than 17 million investors.
Community 1st Credit Union is a Ottumwa, IA-based company in the Financial Services sector.
CapitalSource Inc. is a commercial lender that provides financial products to middle market businesses. Through its wholly owned subsidiary, CapitalSource Bank, the Company provides depository products and services in southern and central California.