O'Meara, Ferguson, Whelan, and Conway integrates specifically crafted financial strategies, access to capital financing alternatives, investment management advice, and stewardship-based fundraising counsel to manage and leverage financial assets to build fiscal strength and independence. The majority of their clients are Catholic organizations such as regional Archdiocese, including the Chicago Archdiocese and the Archdiocese of Arlington, VA.
UNFCU was chartered in 1947. Currently they have more than 80,000 members and over US $2.7 billion in assets (all UNFCU accounts are denominated in U.S. dollars). UNFCU is governed by a volunteer board of directors comprised of current and former UN employees.
Tyfone is a mobile financial services company founded in 2004 and is split between 2 offices in India and the United States. The company designs and sells enterprise software and hardware to banks so that banking services can be accessed through mobile phones. The company consists of 35 people in the two office locations, with a whole sales team dispersed around the globe.
Actualize Consulting is a consulting firm started up in 2003 in Arlington, Virginia. Actualize serves financial institutions with business analysis, financial events, software evaluations and system implementations.
Premier Citizens Financial is a thriving financial company that has been providing services for mortgages, real estate, investment spending, and insurance since 1997, but under a different name. Although Premier Citizens is based in California, they provide services nation-wide, so there are plenty of consultants that need to access all the same information from within the company.