26 Total Companies
For more than 20 years, Oracle NetSuite has helped organizations grow, scale and adapt to change. NetSuite provides an integrated system that includes financials / Enterprise Resource Planning (ERP), inventory management, HR, professional services automation and omnichannel commerce, used by more than 31,000 customers in 215 countries and dependent territories. Learn more at https://www.netsuite.c...
ALPS is legal malpractice insurance made easy. Founded by lawyers for lawyers in 1988, ALPS is the nation’s largest direct writer of lawyers’ malpractice insurance and is endorsed by more state bars than any other carrier.
Pay-as-you-go, affordable, flat fee retirement plan provider for small businesses and solopreneurs. As small business retirement pioneers, Ubiquity Retirement + Savings have been around for over 20 years. Unlike our competitors, our team has decades of combined experience working specifically in retirement and with small business clients. Longevity, sustainability, and expertise matter.
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.
Unlike most traditional financial planners, we offer a high-tech approach through a secure online platform guided by your personal CERTIFIED FINANCIAL PLANNER™. See visual representations of your financial and investment accounts, spending, retirement projections, and goal completions (such as saving for a wedding or a vacation!) in one place.
American Fidelity specializes in the education, public sector, automotive and healthcare industries with products like group and individual life, health and annuity services as well as other financial security products and services.
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. Privately held since 1979, the firm has headquarters in Waltham, Massachusetts, and San Diego, California. Learn more about how Commonwealth partners with more than 2,000...
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.
CARR is the nation's leading provider of commercial real estate services for healthcare tenants and buyers. We provide assistance in practice start up, lease renewals, expansions, relocations, additional offices, purchases, practice transitions, ground up construction and more. Our healthcare-specific market knowledge and skilled negotiating ensure our clients save time, money, and give them...
Fuel your staffing agency dreams with Payroll Funding! Access up to 95% of your accounts receivable, regardless of payment terms. Same-day funding, no credit score requirements.
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.
Modern Life is a tech-enabled insurance brokerage helping everyone protect what matters most. Our platform empowers today’s advisors with advanced technology and expert support to help them serve their clients faster, more easily, and more confidently.
Building strong, diverse communities by strengthening financial institutions with digital transformation solutions.
Westwood Wealth Management takes a creative approach to helping our clients manage generational wealth, by leveraging our skilled professionals to achieve a bespoke approach for deploying innovative ideas in their portfolios. We provide thoughtful advice and consulting to help families minimize their tax burden, streamline and organize their financial life and intricate portfolios, benefit from a...
Valid8, the global leader in Verified Financial Intelligence (VFI) technology, was designed by forensic accountants to help professionals follow the money faster and more accurately, improving the speed and quality of rendering a professional opinion. Valid8 uses the latest in AI and automation technology to rapidly parse, categorize, match, and reconcile financial data from numerous sources. Hund...
FIN Compliance is a company within our FIN Group. It consists of FIN Compliance | FIN Disclosure | FIN Partners | FIN Portals | FIN SalesWe operate within a consortium of compliance, technology, and training consultants to assist investment firms in structuring, maintaining, and developing their regulatory programs. As a whole, we provide compliance, sales, and integration systems to the FIN Serv...
Goodroot is reinventing healthcare, one system at a time, to improve affordability and accessibility for patients. That's why we've created a suite of refreshing healthcare solutions that benefit consultants, employers and their people love. From self-funding solutions, to pharmacy savings, hospital bill reduction to benefit navigation we are committed to reducing healthcare costs.
Take Command is a start-up on a mission to improve the healthcare system, starting with health insurance. Pragmatically speaking, we help employers reimburse employees for individual insurance instead of offering a traditional one-size-fits-all group plan. We believe this model can empower employees (when they have the right support) to be savvy healthcare consumers and have a transformative impac...