| Name | Title | Contact Details |
|---|
EP Wealth Advisors is an investment management, financial planning and wealth advisory firm with over $15 billion in client assets under management (as of December 31, 2021). At EP Wealth Advisors, our job is to help you understand where you are going before deciding how to get you there. Today`s economic landscape is constantly evolving and as a result, there is no formulaic answer for investment management and financial planning. Our mission is to understand your unique situation and develop a customized plan with strategies designed to achieve your specific goals and objectives. Years of client relationships combined with our highly credentialed staff has enabled our firm to develop a fully integrated investment portfolio along with an individualized wealth plan, providing you with the answers and insight to your questions with one simple goal: your peace of mind.
Coin Metrics is a company that provides crypto financial intelligence, including network data, market data, index and network risk solutions to institutions touching cryptoassets.
oneZero develops multi-asset class trading technology, which empowers financial institutions and brokers to compete in today`s ever-changing global markets. Our powerful software solutions serve all your trading needs, delivering the highest reliability, scalability and high-performance trading technology. oneZero was founded in 2009 by technology experts Andrew Ralich and Jesse Johnson in Cambridge, MA. We have been liquidity neutral and independent ever since. Our technology handles $100B+ ADV, 6M+ transactions/day, and billions of quotes/day. We have 100+ global employees delivering superior results for 200+ customers from development and operations centers in Asia, Australia, Europe, North America and the United Kingdom. oneZero is backed by a top-tier growth private equity firm, Lovell Minnick Partners.
Deseret First Federal Credit Union is a Salt Lake City, UT-based company in the Financial Services sector.
IBC Bank was founded in 1966 to meet the needs of small businesses in Laredo, Texas. Today, it serves as the flagship bank of International Bancshares Corporation. Since its opening, IBC has grown from less than $1 million in assets to more than $12.1 billion, making it one of Texas` largest holding companies. IBC now serves 88 communities throughout Texas and Oklahoma with 217 branches and more than 315 ATMs providing full service banking seven days a week. IBC Bank has made banking convenient for its customers by offering late and weekend hours at many of its locations. It also offers a number of retail branches inside shopping malls and supermarkets such as Walmart.