CLOs on the Move

PayTrace

www.paytrace.com

 
PayTrace Inc. is motivated by the challenge of delivering the best in class technology, the highest level of partner services, and superior end user experiences. We empower sales partners by offering high value SaaS technology solutions to businesses. Processing just under $50 billion in the past year, PayTrace is committed to our partners, and their customers by delivering five-star service while providing comprehensive, easy-to-use payment solutions that lower processing costs through interchange optimization and increased security.
  • Number of Employees: 100-250
  • Annual Revenue: $10-50 Million
  • www.paytrace.com
  • 12709 East Mirabeau Parkway Building A, Suite 100
    Spokane, WA USA 99216
  • Phone: 888.806.6545

Executives

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PagnatoKarp

PagnatoKarp is a fee-only, independent multi-family office and wealth management firm fusing global financial access and True Fiduciary® transparency with personalized services and innovative technology. Awards include Top Ranked Advisor by Barron`s and Forbes, Best Multi-Family Office by Family Wealth Report and Best Places to Work by Virginia Business. With $3.8 billion assets under advisement, we focus on top client issues: simplicity, safety, cost. 1. Simplicity: Our Family Office manages complex family needs through portfolio management, financial planning, tax, legal and estate planning, private banking and trust, family governance, travel and concierge services. 2. Safety: True Fiduciary® standards of transparency put clients` interests first and address conflicts of interest and structural problems in the financial industry. 3. Cost: Independent business model fosters competition and institutional scale, with access to the financial universe, sophisticated vendors and innovative technologies, as well as transparency on costs and fees. PagnatoKarp has successfully led more than 70 entrepreneurs through pre-sale planning and liquidity events, integrating unique portfolio solutions, financial planning, estate and legacy strategies and philanthropic planning. Paul Pagnato, founder and CEO, is ranked #16 on Barron`s Top 100 Independent Wealth Advisors, #3 in Virginia on Barron`s Top Financial Advisors: State-By-State, and #2 on Forbes Best-In-State Wealth Advisors. PagnatoKarp frequently contributes to CNBC, WSJ, Barron`s, Forbes and FA Magazine, and is an industry thought-leader.