Financial Services

BlueVine Corporate Office

Before BlueVine, current CEO Lifshitz was a Principal at Greylock IL and an Associate at McKinsey. While working at Greylock. Lifshitz began to make a business plan that would allow small businesses to access loans and funds that would be easier than the current process.

The company offers financing for small businesses, including loans and lines of credit. In October 2019, the company announced that it had added small business banking services.

In December 2019, BlueVine announced that it was expanding its service in the silicon valley area of Salt Lake, Utah.

In late November 2019, BlueVine raised $102.5 million to build the next generation of small business banking and finance.

Headquarters for BlueVine are located in Redwood City, California.

Bluevine

The company offers financing for small businesses, including loans and lines of credit. In October 2019, the company announced that it had added small business banking services.

In December 2019, BlueVine announced that it was expanding its service in the silicon valley area of Salt Lake, Utah.

History

In late November 2019, BlueVine raised $102.5 million to build the next generation of small business banking and finance.

Headquarters for BlueVine are located in Redwood City, California.

Coventry Direct Corporate Office

Alan Buerger is a former life insurance salesman, who founded the company in 1982 and helped create the secondary market for life insurance.

The company offers life settlement, which is the sale of a life insurance policy to a third party for a value in excess of the policy’s cash surrender value, but less than its face value, or death benefit. A policy owner receives a cash payment, while the purchaser of the policy assumes all future premium payments and receives the death benefit upon the death of the insured.

American International Group Inc, (AIG), said on February 16, 2016, that it had reached a settlement resolving a $2 billion lawsuit accusing Coventry Direct of overcharging its for life insurance policies acquired from elderly people.

Headquarters for Coventry Direct are located in Fort Washington, Pennsylvania.

Coventry Direct

Alan Buerger is a former life insurance salesman, who founded the company in 1982 and helped create the secondary market for life insurance.

History

Headquarters for Coventry Direct are located in Fort Washington, Pennsylvania.

Fundrise Corporate Office

Fundrise was founded by two brothers, Dan and Ben Miller, in 2010. The company operates a finance start-up that provides an online platform for real estate investment. The brothers founded the company with the idea to allow residents in the D.C. area to invest in real estate development projects they were building.

After the initial project, Fundrise was contacted by real estate companies looking to use the Fundrise platform to raise capital. Soon thereafter, the company expanded its platform to allow conventional real estate investments from commercial developers across the United States. By the end of May 2014, the company reported having facilitated $15 million in investments involving more than 1,000 investors.

In 2018, Fundrise placed position 35 overall and the number 1 position in the financial services industry on the Inc. 5000 list.

Fundrise received a mainly positive review from Motley Fool, who gave the company 3.8 out of a possible 5-star rating.

Real Estate crowdfunding is estimated to grow significantly through 2026.

Headquarters for Fundrise are located in Washington, D.C.

Fundrise

History

In 2018, Fundrise placed position 35 overall and the number 1 position in the financial services industry on the Inc. 5000 list.

Fundrise received a mainly positive review from Motley Fool, who gave the company 3.8 out of a possible 5-star rating.

Real Estate crowdfunding is estimated to grow significantly through 2026.

Headquarters for Fundrise are located in Washington, D.C.

Zelle Corporate Office

In 2014, Bank of America, JP Morgan Chase, and Wells Fargo joined together to create clearXchange service. This company was a payment provider for person to person, business to customer, and government to consumer payments. This enabled clients to send and receive money between other entities and persons who had accounts at these banks.

Capital One and USA bank joined in 2016. The company was sold to Early Warning Services in early 2016. Zelle users can send money to other registered Zelle users. (They can also attempt to send money to unregistered recipients, in which case the intended recipient will receive an invitation to sign up for the service in order to complete the transaction.) Users access the network within the websites and apps of Zelle-participating U.S. financial institutions and through the Zelle mobile app. To register with the Zelle mobile app, users must enroll a supported MasterCard or Visa debit card issued in connection with a U.S. bank account.

Zelle announced third-quarter earnings in 2019 of $49 billion on more than 196 million transactions.

One woman claims that she was scammed for thousands through a Zelle account in late October 2019, which she didn’t open.

Zelle now works with PNC and Bank of America, due to the integration of The Clearing House RTP Network in February 2021

Headquarters for Zelle are located in Phoenix, Arizona.

Zelle

History

Zelle announced third-quarter earnings in 2019 of $49 billion on more than 196 million transactions.

One woman claims that she was scammed for thousands through a Zelle account in late October 2019, which she didn’t open.

Zelle now works with PNC and Bank of America, due to the integration of The Clearing House RTP Network in February 2021

Headquarters for Zelle are located in Phoenix, Arizona.

Fisher Investments Corporate Office

Ken Fisher is an American investment analyst and one of the richest men in the world. His father was also an investment advisor. He graduated with a degree in economics in 1972. In 1979, with $250, Fisher started his own investment firm, Fisher Investments in San Francisco, California.

Fisher was the first to use a practice called price-to-sales ratio to gauge his stock buying. Fisher defined his investment philosophy after studying the stock returns and P/E ratios between January 1976 and June 1995 ousing six investment categories: big-cap value, midcap value, small-cap value, big-cap growth, midcap growth, and small-cap growth.

Fisher served as CEO until 2016 and now works as Chairman of the company. Fisher Investments and its subsidiaries manage over $100 billion in assets for individual investors and institutional investors around the world. The firm maintains four principal business units: Fisher Investments Institutional Group, Fisher Investments Private Client Group, Fisher Investments 401(k) Solutions Group and Fisher Investments International Group.

While the company has some of the highest fees in the industry, it also outperforms nearly every other investment firm. Fisher typically makes bold statements and predictions, including saying that the Federal Reserve doesn’t matter as much as people think it does.

At a private “power lunch” meeting on October 8th, 2019, Fisher was recorded making sexist comments during his speech. He compared attaining new clients to picking up girls at a bar. Fisher has since apologized for his comments, calling them inappropriate, but his comments have snowballed into a huge loss for the company, with at least 6 large government pension or investment firms pulling their money out of the company. This loss currently stands at $2.7 billion.

Fisher has been banned from doing interviews or giving speeches for the time being.

Company headquarters are located in Camas, Washington.

Fisher Investments

History

Fisher has been banned from doing interviews or giving speeches for the time being.

Company headquarters are located in Camas, Washington.