Name | Title | Contact Details |
---|
Swell is built on a belief that today`s biggest challenges will result in tomorrow’s leading industries. Our team identifies high-impact, high-potential companies that are focused on a positive future. We make their stocks available to you via our six thematic impact portfolios.
Monex USA (formerly Tempus) provides foreign exchange solutions, global payments, and risk management products to better manage foreign exchange exposure. They have over 23 years of experience and are headquartered in Washington, DC.
Nelson and Nelson is a Belleville, IL-based company in the Financial Services sector.
Team Hewins is an independent wealth management firm with $2.0 billion in assets under advisement. Led by CEO Roger Hewins and a team of eight other Principals, Team Hewins serves as consultants to family wealth and provides personalized, in-house services for financial, investment, and business succession planning. Our focus is serving families with complex financial needs, planning and organizing their financial lives to facilitate their success.
Park Place Payments is a women-owned fintech at the forefront of the booming freelancer economy. Offering financial services to SMBs through an independent sales force across all 50 states, Park Place provides businesses with an award-winning service experience driven by an in-house team dedicated to delivering solutions that work for merchants.