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Founded on the principle of reinventing wealth management so that it better suits the American investor, EQIS is becoming one of the fastest growing fee-based turnkey asset management platforms (TAMPs) today. By focusing on ways to improve the relationship between financial advisors and investors that have $25,000 or more in investable assets, EQIS provides solutions for asset management that put you, the advisor, and your clients on the same side of the table. Specifically, the EQIS solution provides investors with access to many of the same investing advantages that ultra-high net worth investors have enjoyed for decades - including separately managed accounts (SMAs) with multiple institutional money managers, broad diversification, transparency, and tax efficiency. On a mission to intersect sophistication and ease of use for both investors and Financial Advisors, EQIS allows you to spend more time with your clients, and less time managing their money for a better overall outcome.
Indiana Members Credit Union, headquartered in Indianapolis, Indiana, was founded in 1956 as the Indiana University Medical Center Federal Credit Union on the campus of IUPUI, and has since grown to 32 branches in Central and Southern Indiana, offering consumer and business members a better financial alternative and a full array of products and services including savings and checking accounts, auto and mortgage loans, free online banking and bill pay. Traditionally offering better rates on loans and deposits, IMCU maintains true to its roots by “Keeping It Simple” for members.
Sunlight Financial`s principals are pioneers in the renewable energy industry, with decades of collective experience and more than $5 billion in renewable energy investments. Our team is excited to apply our skills and experience in the next wave of innovation in solar financing, which complements our greater mission of accelerating the adoption of solar by increasing access to low-cost capital. Our knowledge and expertise positions us to be on the forefront of the emerging market for residential solar loans.
HAR-CO Maryland Federal Credit Union is a Bel Air, MD-based company in the Financial Services sector.
Harper is a Florence, KY-based company in the Financial Services sector.