Wells Fargo
Wells Fargo & Company is a diversified financial services institution headquartered in San Francisco, California, founded in 1852. It offers a wide range of banking, investment, mortgage, insurance, and consumer finance products to individuals, businesses, and institutions both in the United States and internationally. The company operates through three main segments: Community Banking, which includes personal banking services such as checking accounts, loans, and credit cards; Wholesale Banking, which provides commercial and corporate banking services, including asset-based lending and treasury management; and Wealth and Investment Management, offering personalized financial planning, investment management, and retirement services. With significant assets and a substantial presence, Wells Fargo operates thousands of retail branches and ATMs across North America and around the globe. The firm also engages in corporate and investment banking through its subsidiaries, delivering a comprehensive suite of financial services to meet diverse client needs.
Soil Health Institute is a global non-profit organization to preserve and improves soil vitality and productivity through scientific research and advancement. It equips farmers and other landowners with the knowledge they need to successfully implement regenerative soil health systems that benefit agriculture and society economically and environmentally.
iCapital Network is an online platform that unlatches the world of private equity, enabling institutions and qualified investors. It is a financial services company that features a financial technology platform that provides modular alternative investment solutions for registered investment advisors, broker-dealers, private banks, family offices, and other sophisticated investors. The company connects advisors and their high net worth investors in leading alternative investment managers through best-in-class user experience. The company was founded in 2013 and headquartered in New York, United States.
iCapital Network is an online platform that unlatches the world of private equity, enabling institutions and qualified investors. It is a financial services company that features a financial technology platform that provides modular alternative investment solutions for registered investment advisors, broker-dealers, private banks, family offices, and other sophisticated investors. The company connects advisors and their high net worth investors in leading alternative investment managers through best-in-class user experience. The company was founded in 2013 and headquartered in New York, United States.
Finclude offers financial well being services that empower EU citizens fair access to credit and expand the retail credit markets for financial institutions.
Forge Global Inc. is a prominent private securities marketplace founded in 2014, designed to address the needs of the private market ecosystem. The firm enables investors and shareholders to access liquidity in private markets, facilitating connections through its advanced technology and expertise. By providing a platform for private equity, Forge allows both private and institutional investors to engage with leading pre-IPO companies. The company is supported by notable Silicon Valley investors and major global institutions, including Deutsche Börse and Temasek, which underscores its strong position in the market.
Mountain BizWorks’ helps to build a vibrant and inclusive entrepreneurial community in Western North Carolina by helping small businesses start, grow, and thrive. When small businesses succeed, it all prosper. Mountain BizWorks provides business loans and coaching to emerging and established small businesses in Western North Carolina. It has a particular focus on working with businesses unable to access financing from banks and other traditional sources, as well as low-income, minority, women, and immigrant entrepreneurs, and businesses that operate within the local food system.
Amicus is a financial services company that specializes in the fields of community foundations, mobile software, impact monitoring, and nonprofit. It features scale donor-advised funds with an enterprise-ready giving platform, seamlessly integrated into the banking experience.
It was founded in 2017 and headquartered in Charlotte, North Carolina.
Accion Serving San Diego is a nonprofit microlender that is part of a nationwide network committed to supporting entrepreneurs. It focuses on providing accessible financing and essential resources to help create and grow healthy businesses. The organization offers fair and flexible loan options, along with connections to business experts, ensuring that each entrepreneur receives tailored support that aligns with their unique needs and goals. By fostering economic growth and empowering local business owners, Accion Serving San Diego plays a vital role in the community's entrepreneurial landscape.
WWBIC is a leading innovative statewide economic development corporation “Putting Dreams to Work.” They focus on individuals who face barriers in accessing traditional financing or resources in pursuit of their dreams and economic well-being. They provide targeted individuals interested in starting, strengthening or expanding businesses with access to vital resources and tools such as quality financial and business education and responsible financial products.They improve the economic well-being of targeted low income individuals by building assets and advancing economic self-sufficiency. They particularly focus on women, people of color, and low-income individuals, providing direct lending and access to fair and responsible capital, quality business education, one-on-one technical business assistance and education to increase financial capability.
VEDC is a leading non-profit small business lender that is changing the small business lending by making it more available and impactful. As a national small business lender with 38 years of expertise, VEDC has lent $380 million in direct and guaranteed loans to 104,000 small businesses and created more than 28,000 jobs and helping to create more than 2,000 new businesses.
Visible Alpha, LLC operates an online data and analytics platform that focuses on enhancing the investment research process for institutional investors. Founded in 2012 and headquartered in New York, the company also has operations in Mumbai, Noida, and London. It specializes in developing a proprietary dataset and a suite of tools that provide insights into the future fundamentals of companies by extracting detailed forecasts, assumptions, and logic from sell-side models. This approach offers a high level of transparency and granularity, enabling investors to make informed decisions and generate alpha through improved understanding of analysts' perspectives. Visible Alpha aims to drive efficiencies in the research process by unlocking valuable intelligence that was previously hidden within traditional financial models.
CommunityWorks was established in 2008 as a partnership between the City of Greenville, the United Way of Greenville County and Greenville County Redevelopment Authority. This group worked together to support affordable housing and community development as a critical vehicle for fostering stable families and healthy communities. Since that time, CommunityWorks has transformed into a non-profit financial organization and certified Community Development Financial Institution (CDFI) that is committed to empowering people to become financially stable through financial education, lending and investing. The organization has created a safe place for people in the Upstate community to access loans, build their credit and assets and pay off high interest debts. CommunityWorks empowers families, individuals and businesses to become financially stable by focusing on financial education and providing a solution strategy that allows individuals to help themselves. Programs offered by CommunityWorks include:
CommunityWorks was established in 2008 as a partnership between the City of Greenville, the United Way of Greenville County and Greenville County Redevelopment Authority. This group worked together to support affordable housing and community development as a critical vehicle for fostering stable families and healthy communities. Since that time, CommunityWorks has transformed into a non-profit financial organization and certified Community Development Financial Institution (CDFI) that is committed to empowering people to become financially stable through financial education, lending and investing. The organization has created a safe place for people in the Upstate community to access loans, build their credit and assets and pay off high interest debts. CommunityWorks empowers families, individuals and businesses to become financially stable by focusing on financial education and providing a solution strategy that allows individuals to help themselves. Programs offered by CommunityWorks include:
AltX, Inc. is a San Francisco-based company that offers a data, intelligence, and collaboration platform designed for firms involved in the hedge fund market. The AltX platform synthesizes large unstructured data sets to provide actionable insights, enabling clients to efficiently search for funds that meet specific criteria and access relevant investment information. It centralizes market intelligence, tracks activity, and facilitates collaboration among users, which include investment banks, asset managers, wealth managers, service providers, and hedge funds. By leveraging advanced data aggregation, analysis techniques, and behavioral psychology, AltX enhances decision-making processes and improves capital allocation between investors and hedge funds. Originally founded as iMatchative in 2012, the company operates as a subsidiary of Addepar, Inc. as of 2017.
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