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InvestCloud is the global software leader in digital transformation for the wealth management industry, and the US leader for personalisation and scale across Advisory programs including unified managed accounts (UMA) and separately managed accounts (SMA). InvestCloud today supports over $6 trillion of assets with over 550 direct clients, including banks and wealth managers, private banks, and asset managers. The company offers digital client and advisor experiences and tools that enable the development of front-office wealth management solutions, and UMA/SMA portfolio management, trade execution, accounting, model management and performance investment solutions, resulting in best-in-class experiences and operations for the wealth and asset management industry. Headquartered in New York, InvestCloud has offices around the world including the United States, Canada, United Kingdom, Switzerland, Italy, Singapore, Japan, and Australia.
Prestige International USA, Inc. is a Irvine, CA-based company in the Financial Services sector.
Housing Authority Insurance Group is one of the leading providers in Financial Services. It is based in New York, NY. To find more information about Housing Authority Insurance Group, please visit www.housingcenter.com
Watercress Financial is a company that provides home improvement financing options for contractors and homeowners. Their platform combines world class technology and exceptional service to help their business partners thrive.
University & Community Federal Credit Union is a Stillwater, OK-based company in the Financial Services sector.