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Easy to use, integrated pre-trade onboarding platform for the exchange of data and documents between asset managers, brokers, custodians, 3rd party administrators, and clients. We are an experienced financial team who created a streamlined FinTech/RegTech communication platform to speed processes in order to help our clients achieve revenue faster.
We work hard every day to help over 7 million Americans save for a college education, healthcare, and retire successfully. This is both our passion and expertise. Through partnerships with financial institutions and financial professionals, our savings plans are designed to be smart, clear, personal, and most of all, effective. We are the largest independent retirement and college savings services provider in the United States, supporting approximately 50,000 retirement plans, 4 million 529 college savings accounts, and administering more than 1.5 million IRAs and health savings accounts. When you choose Ascensus as a partner or a service provider, rest assured, you will always have a plan.
Cliffside Capital is an independent, private equity investment firm focused on acquiring and growing strong middle market companies. Cliffside`s mission is to provide expertise, attention, and capital to contribute to the success of its management partners
CMI Gold & Silver is a Phoenix, AZ-based company in the Financial Services sector.
Members 1st of NJ Federal Credit Union is a Vineland, NJ-based company in the Financial Services sector.