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Moody`s is a global integrated risk assessment firm that empowers organizations to make better decisions. Our data, analytical solutions and insights help decision-makers identify opportunities and manage the risks of doing business with others. We believe that greater transparency, more informed decisions, and fair access to information open the door to shared progress. With over 11,000 employees in more than 40 countries, Moody`s combines international presence with local expertise and over a century of experience in financial markets.
Integrated Financial Corporation is a Newton Center, MA-based company in the Financial Services sector.
America First Credit Union was founded at Fort Douglas in Salt Lake City on March 16, 1939 by a small group of people determined to form their own cooperative to promote their collective economic well-being. In a 78-year history, America First has become one of the largest, most stable and most progressive credit unions in the country, and has remained a member-owned, not-for-profit cooperative financial institution. Today, America First has 122 locations, and is the 11th largest credit union in assets in the United States with over $8.2 billion, and the 7th largest credit union in membership in America with more than 824,000 members.
AdvisorEngine is a digital platform to supercharge advisor growth. A pioneer in digital wealth management technology, AdvisorEngine was the first company to integrate private-label robo-advice within a full enterprise B2B digital wealth management technology platform. Built from the beginning specifically for financial advisors, AdvisorEngine enables advisors to serve traditional wealth management clients and fully digital clients entirely from a single platform. From online account opening and report automation to comprehensive API platforms—and everything in between—AdvisorEngine provides the tools advisors need to scale more efficiently and compete more effectively. Founded by a team of experienced, creative financial and technology executives, AdvisorEngine continues to innovate in order to keep advisors at the forefront of wealth management.
Siepe is an innovative provider of financial data management and IT solutions dedicated to helping asset managers navigate the challenges of today`s investing landscape. With over 90 years of combined industry experience, our team has developed an intuitive, managed platform integrating institutional best-practices across technology, services, and operational processes. Our mission is to deliver a single source of truth from which strategic, actionable insights can be harnessed to drive competitive advantage and business growth.