| Name | Title | Contact Details |
|---|
Personal Capital is the next-generation financial advisor. Some even say we are fundamentally altering the traditional financial services landscape. We take this as a compliment. Our client-centric business model helps empower individuals to make better money decisions. We combine technology with world-class advisory services to deliver truly personal and objective wealth management solutions for complex financial lives. We provide free tools to help users analyze where they are and determine how to get where they want to go. Our software helps users make well-informed financial decisions by providing them with a holistic view of their money. As a registered investment advisor (RIA), we take an objective approach, holding ourselves to the highest fiduciary standard and always acting in our clients` best interests. Our personal financial advisors are dedicated to each and every client, always delivering conflict-free advice. And we ensure a transparent experience for our clients, with no gimmicks or hidden fees. Our founding team consists of finance and technology veterans who aim to bridge the gap between financial services and technology, making elite financial advisory services available to the masses. Our CEO, Jay Shah, obsesses over our simple seven-word mission, "Better Financial Lives Through Technology and People," and we live up to it every day, improving the finances of over 1.4 million households with our award-winning free tools and revolutionary digital wealth management service.
Precept Group is one of the leading companies in Financial Services industry. Precept Group is based in Irvine, CA. You can find more information on Precept Group at www.preceptgroup.com
CSUN SFA is an organization dedicated to supporting students and alumni pursuing careers in finance.
Placid Express is a Long Island City, NY-based company in the Financial Services sector.
Pipe was built by repeat founders to help founders grow their businesses without dilution or restrictive debt. How does it work? • Sign up for Pipe in minutes • Securely connect your banking, accounting, and billing tools • Pipe`s algorithm assesses your recurring revenue and provides you with a trading limit—you`ll see exactly how much you can trade and what investors are willing to bid • Select how much of your future revenue you want to trade for up-front capital • You can have capital in your bank account within 24 hours Pipe your revenue streams and use the capital to grow your business on your terms. Fund new marketing campaigns, make key hires, purchase inventory, expand into new markets, or even acquire a company. And if you don`t need the capital right now, there`s no obligation to trade now, use the capital when you need it - there`s no catch. Unlike traditional financing options, Pipe is accessible to companies with healthy recurring revenue streams in almost any industry, from small startups to publicly traded corporations. Companies in SaaS, D2C, real estate, services, professional sports, media and entertainment, and more are using Pipe to access working capital at the right time. Ready to grow on your terms with access to the capital you need? Visit Pipe.com to sign up - it only takes 2 minutes!