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Private equity entrepreneurs Eric Becker and Avy Stein founded Cresset Capital Management with a vision to reinvent wealth management and with a firm belief that clients deserve better. Within the Cresset affiliates` suite of offerings, Cresset Wealth Advisors, an SEC registered investment advisor, provides individuals and families with access to deeply personalized, comprehensive wealth management services. Cresset Partners, its private investing arm, offers clients direct, often exclusive access to real estate, private equity and secondaries deals. Most recently, Cresset announced plans to launch Cresset Family Office, offering access to an industry-leading, multi-family office for clients whose business is managing their wealth.
CIVIC is the lender that empowers investors through excellent service. We are backed by Wall Street and have the resources that support our commitment to work swiftly and tirelessly until your deal is done. We simplify and streamline the lending process through modern innovations, proactive communication, and hard work. At CIVIC you are not a number, you are a partner. Whether you re an experienced investor, first-time borrower, or in search of the best fit for your client, we are here to help you break through traditional lending barriers to unleash ever-increasing success.
DPC DATA is a financial information services company that specializes in municipal bond disclosure data and related services. Their solutions help clients in the fixed income marketplace streamline workflows, manage risk, stay in compliance, and sell m...
Truebill develops a mobile app that helps consumers take control of their financial lives. Truebill leverages AI to analyze users’ spending habits, identify inefficiencies, and take action to ultimately improve their financial health.
CBC Federal Credit Union is a Oxnard, CA-based company in the Financial Services sector.