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Callodine Commercial Finance (“CCF”) is a provider of asset-based loans to middle market companies in the U.S. and Western Europe. CCF serves as a complementary financing source, filling a gap between where traditional capital providers are comfortable lending and the capital a company needs. CCF is a subsidiary of Callodine Group.
The Victory Bank was built from scratch by a team of experienced and passionate bankers and is owned and managed by several hundred local shareholders. We are not part of a financial conglomerate and we are not obsessed with growing into the biggest bank around.
WDI International is a Los Angeles, CA-based company in the Financial Services sector.
Founded in December 2018, Wise is a Techstars NYC company headquartered in San Mateo, CA. Backed by e.ventures, Base10, Grishin Robotics and Abstract Ventures – Wise is embedding banking to supercharge modern business ecosystems, with a mission is to be alongside ambitious entrepreneurs, every step of the way.
EP Wealth Advisors is an investment management, financial planning and wealth advisory firm with over $15 billion in client assets under management (as of December 31, 2021). At EP Wealth Advisors, our job is to help you understand where you are going before deciding how to get you there. Today`s economic landscape is constantly evolving and as a result, there is no formulaic answer for investment management and financial planning. Our mission is to understand your unique situation and develop a customized plan with strategies designed to achieve your specific goals and objectives. Years of client relationships combined with our highly credentialed staff has enabled our firm to develop a fully integrated investment portfolio along with an individualized wealth plan, providing you with the answers and insight to your questions with one simple goal: your peace of mind.