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15 Total Companies
FI Strategies is a small but mighty consulting company with a unique suite of big personalized solutions for you and your organization. Simply stated, our mission is to help our financial institution clients be wildly successful by planning, growing, and creating outstanding experiences for their consumers and employees. Our engagement process allows us to get to know our clients thoroughly, help...
For more than 27 years, Oracle NetSuite has helped organizations grow, scale and adapt to change —not by copying what came before, but by reimagining what a modern business system could be. See why Oracle NetSuite is the #1 AI Cloud ERP for more than 42,000 customers. Learn more at https://www.netsuite.com or via the NetSuite blog. Like us on Facebook, and follow us on LinkedIn, Instagram, and Twi...
AICPA Member Insurance Programs is a trusted advocate for CPAs, providing exclusive access to superior risk solutions that safeguard their livelihoods and protect their lifestyles. Powered by the strength of Aon, we are committed to helping you achieve your professional and personal goals, while providing peace of mind.
Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser, provides financial advisors with holistic, integrated solutions that support business evolution, growth acceleration, and operational efficiency. Founded in 1979, the firm has headquarters in Waltham, Massachusetts, and San Diego, California, and an operations hub in Blue Ash, Ohio.
Universal Financial Consultants (UFC) is an insurance and investment consulting organization that specializes in providing state-of-the-art, turn-key sales strategies to financial advisors across the United States. UFC is a founding member of Insurance Designers of America, one of the largest Brokerage General Agencies/Independent Marketing Organizations in the country.
At Axos Advisor Services our focus is solely on RIAs. As a hybrid custodian and financial services company, our powerful, integrated custodial and banking solutions enable RIAs to offer a wider range of services to their clients. And advisors have access to our intuitive Liberty Platform, designed and built specifically for RIAs. Axos Advisor services is offered by Axos Clearing LLC, a licensed br...
Building strong, diverse communities by strengthening financial institutions with digital transformation solutions.
The Difference Card is a one-of-a-kind solution that can reduce health insurance costs by 18%. The Difference Card can often improve employee benefits without increasing costs to the employer. Over the last 9 years, our health insurance savings solution has resulted in an average of $3,000 in savings per employee per year. Insurance Brokers use our solution to stand out from the crowd and create a...
AICPA Member Insurance Programs is a trusted advocate for CPAs, providing exclusive access to superior risk solutions that safeguard their livelihoods and protect their lifestyles. Powered by the strength of Aon, we are committed to helping you achieve your professional and personal goals, while providing peace of mind.
AICPA Member Insurance Programs is a trusted advocate for CPAs, providing exclusive access to superior risk solutions that safeguard their livelihoods and protect their lifestyles. Powered by the strength of Aon, we are committed to helping you achieve your professional and personal goals, while providing peace of mind.
InvestiFi is the only WealthTech platform designed to allow for investing directly from checking accounts, enabling Credit Unions and Community Banks to retain more assets and attract new members. Through its exclusive funds flow and user-friendly interface, InvestiFi empowers every Credit Union and Community Bank to provide their account holders with the ability to navigate the complexities of fi...
Snappy Kraken is an AI-powered marketing platform built exclusively for financial advisors and firms. Our automated campaigns, award-winning content, and real-time data insights help advisors attract clients, strengthen relationships, and drive measurable growth. With built-in compliance workflows and a fully managed marketing option, we make it easy for advisors and firms to scale their marketing...
Created by doctors, for doctors, Panacea Financial’s mission is to make doctors’ lives better. We’re dedicated to making financing simpler to understand and easier to access.
Blue Lacy's clients depend on it to manage energy commodity risk. Our perspective comes from serving clients from "wellhead to Walmart" and around the world, and our interests are always directly aligned with our clients' success. We simplify strategic planning for clients, enhancing the probability of success, and provide clear, tangible action plans to help you reach your goals...
VeriFee is an AI cost-reduction solution that helps businesses uncover hidden credit card processing fees and recover lost profits, without changing vendors, hardware, or software systems. Using advanced AI and people-powered negotiation, VeriFee analyzes statements to identify inflated rates, buried markups, and contract traps and executes those savings for its clients.