| Name | Title | Contact Details |
|---|
Green Horizons Inc is a Saint George, UT-based company in the Financial Services sector.
Sheinen & Co. is a Vancouver, BC-based company in the Financial Services sector.
ZSuite Technologies` mission is to provide financial institutions with innovative technology that solves real problems for specific industry verticals to grow their businesses. The foundation of our company began in 2015 when Leader Bank, a community bank based out of Arlington, MA created a product innovation division within the institution. After several successful product launches, Leader Bank and the product innovation division realized that to have the greatest impact on the industry, they had to establish a company that was completely independent. In the summer of 2019, ZSuite Technologies was founded. The product innovation division from Leader Bank combined forces with seasoned FinTech executives to start the journey of helping financial institutions reach uncommon success by having technology products tailor-made for specific industry verticals.
Greekbill is a Redondo Beach, CA-based company in the Financial Services sector.
Keel Point is a community of families who believe that wealth comes with the opportunity to be a blessing to family and community, and of experienced professionals dedicated to providing families with guidance and wisdom around their financial lives. Keel Point brings to each client, small and large, the best of its diverse heritage: financial and strategic advice for families just starting out and for families with multi-generational wealth, and investment management designed to allow each family to reach their financial goals. With more than sixty dedicated team members in six offices, the Keel Point team provides extensive experience in life planning, investment management, tax and estate design, leadership, giving and business operations. Our coordinated team approach and global sophistication allows for personal relationships and custom tailored solutions for our clients. Our team members have a variety of credentials including Ph.D., CFP®, MBA, CPA, CFA, and JD.