Kasasa
Kasasa is a financial technology and marketing provider based in Austin, Texas, founded in 2003. The company partners exclusively with community banks and credit unions to offer innovative banking products that help these institutions compete with larger banks. With a team of over 450 employees, Kasasa serves more than 900...
Harborside Group
Harborside Group is a financial services firm based in Baltimore, Maryland, established in 2004. With a team of approximately 25–30 employees and an annual revenue of $5 million, the company specializes in intermediary distribution services for asset managers, mutual fund companies, broker-dealers, and registered investment advisors.
The firm offers customized...
Financial Communications Society
Founded in 1967, the Financial Communications Society (FCS) is a national not-for-profit organization dedicated to improving professional standards in financial marketing communications through a mission of community, education and philanthropy.