| Name | Title | Contact Details |
|---|---|---|
Catherine Kelley |
Associate General Counsel | Profile |
1st United Services Credit Union is a Pleasanton, CA-based company in the Financial Services sector.
Gulf Coast Educators Federal Credit Union is a Pasadena, TX-based company in the Financial Services sector.
For more than 10 years, Enfusion has provided technology innovation and support to the global investment management industry. Our market leading solution, Integráta, automates and simplifies investment management on a single platform and seamlessly provides asset managers full front-to-back office functionality across all asset classes. We also offer outsourced middle-and-back office services used by managers to streamline operations and reduce over-head expenses. We are a strategic partner to over 400 top-tier firms worldwide in the hedge fund, institutional investment and wealth management industries. Enfusion is headquartered in Chicago, with offices in New York, London, Dublin, Hong Kong, Mumbai, and São Paulo.
Financial Builders Federal Credit Union is a Kokomo, IN-based company in the Financial Services sector.
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.