shastic

Shastic is democratizing AI Workflow Automation for Community Financial Institutions. We can help your team members become more efficient and focus on your members/customers and their interaction instead of process flows in various systems. Shastic has developed a platform that facilitates and streamlines communication between lenders or bankers and their clients using an enterprise Workflow Automation platform for banking. Customers can easily send documents via text message to eliminate days of follow ups and allow lenders to process more loans without increasing headcount. Elle improves efficiency by eliminating 30% of phone calls during loan processing, which generates full-time equivalent (FTE) expense savings. Shastic has established key partnerships with MeridianLink, Finastra, Access Softek and ICBA. To learn more about us, visit Shastic.com.

EvoShare

EvoShare makes it possible for the everyday person to contribute to their chosen financial savings account via earned cash-back from everyday spending. EvoShare users receive up to 20% cash back toward a financial account such as a 401(k) or 403(b) plan, IRA, HSA, ESA, student loan, 529 plan or emergency savings account. EvoShare has been featured in Forbes, Inc., Entrepreneur, and The Huffington Post. It won the 2019 DC Genie Award from 401(k) TV for “Best Financial Technology” and was a finalist for KNect365’s 2019 Finovate Award for “Top Emerging Tech Company.”  Email us at [email protected] or call (800) 828-9501 to learn more.

Flourish Fi

Flourish Fi is a data-driven engagement and financial wellness platform for financial institutions. Flourish is on a mission to empower people to establish positive money habits. Flourish's engagement and financial wellness platform enables financial institutions to support their customers financial health while forming more loyal and profitable relationships. The turnkey and modular platform make it easy for banks, credit unions, lenders and others to implement digital solutions that attract consumers new to financial services and drive meaningful financial actions. Engagement as a service platform, redesigning the way people interact with money.

NextWorld

We are investors and citizens. NextWorld is an international organization. It brings together into one ecosystem investment and philanthropic activities that share common societal and environmental goals. Originally from Europe, and based in San Francisco for the past twenty years, NextWorld has more than $1 billion dollars under advisory and helps deploy capital in investments using an ESG lens. NextWorld Philanthropies is a US-based private foundation and one of the philanthropic entities in NextWorld’s integrated capital organization. It supports projects that are aligned with NextWorld’s societal, environmental, and cultural priorities. These priorities include gender equality, opportunities for youth, and arts and culture. It’s time to rethink capital. The next world is now. Join us.

Gideon Strategic Partners

Gideon Strategic Partners is a financial services company that puts client success first. We work to create an environment where integrity and exceptional performance help our clients achieve their goals. Our team designs strategies around high-net-worth individuals and companies' unique needs, focusing on tax-efficient investment strategies, risk management, and retirement and estate planning. Since 2012, we’ve been helping our clients thrive in an ever-changing economy. Private Equity | Private Debt | Real Estate | Venture Capital | Digital Assets | Blockchain "Securities and Investment Advisory Services are offered through The Leaders Group, Inc. Securities Dealer, Member FINRA/SIPC; TLG Advisors, Inc. Registered Investment Advisor; 26 W Dry Creek Circle, Suite 800, Littleton, CO 80120. 303-797-9080." Robert Amoruso CA Insurance License #0i35718