| Name | Title | Contact Details |
|---|---|---|
Cynthia Lee |
Managing Director and Of Counsel for Compliance and Operational | Profile |
Caroline Curts |
Chief Compliance Officer | Profile |
VLV-VantagePoint is a Salem, NH-based company in the Financial Services sector.
Physicians Mutual Insurance Company is one of the leading providers in Financial Services. It is based in Providence, RI. To find more information about Physicians Mutual Insurance Company, please visit www.physiciansmutual.com
National Valuation Consultants is a Englewood, CO-based company in the Financial Services sector.
AltX is the next generation intelligence platform for the alternatives market. AltX combines innovative science, technology, relational and behavioral data, with traditional financial analytics and regulatory data, to deliver superior manager and market insights and to help users make smarter investment decisions. Proprietary algorithms, big data, superior analytics, real-time news and relationship mapping help both investors and hedge funds identify more compatible investment relationships and opportunities. The AltX user base is made up of investment professionals from hedge funds, investment banks, pension funds, endowments, asset managers, family offices and more. AltX, and parent company iMatchative, were founded by Sam Hocking in 2012, and are headquartered in San Francisco.
Kasasa is the innovative leader in branded, community-powered banking products proven to drive profit and growth for community financial institutions. With nearly 700 clients, Kasasa is helping community institutions thrive even as the industry landscape presents new challenges and competitors. The Kasasa® suite provides a comprehensive strategy that integrates breakthrough products with world-class marketing and unprecedented access to training, compliance, research, support resources, and customized consulting. Kasasa complements an institution`s existing brand, enhancing their unique identity and local service advantage. Research consistently shows Americans would prefer to bank locally, but choose megabanks believing only megabanks have the resources to deliver the innovative products they desire. The full-circle Kasasa approach enables local institutions to leverage the power of a national brand, and gives consumers the reason to believe a local institution has the resources to deliver megabank-caliber products.