CIO Bulletin
| Company | Management | Description |
|---|---|---|
| Eddid Financial | Dr. Jerry Tse CEO |
Nestled within the bustling financial hub of Hong Kong, Eddid Financial stands as a comprehensive financial powerhouse, deeply anchored in the rapidly evolving landscape of fintech. Its portfolio of diversified ventures spans across the entire financial industry, extending from retail to institutional spheres. |
| Francis Financial, Inc. | Stacy Francis CFP®, CDFA®, CES™, President & CEO |
Francis Financial, Inc. is an award winning, Boutique Wealth Management and Financial Planning firm dedicated to providing successful individuals and families personalized financial guidance. |
| Sunlight Financial | Matt Potere CEO |
Sunlight Financial's payment-friendly financing and industry-leading technology help contractors grow their solar and home improvement businesses and make homeowners’ dreams come true. |
| Idea Financial | Justin Leto Co-Founder & CEO |
Idea Financial is a digital lending startup that provides Main Street businesses with the resources they need to be successful. Providing a variety of financial products and useful services, Idea Financial is a partner to small businesses throughout the country. |
| INFOR Financial | Neil M. Selfe Managing Principal & CEO |
INFOR Financial is Canada’s leading independent advisory investment bank committed to offering sophisticated, insightful, forward-thinking financial advice. |
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