Asheesh Advani

Part of Woodbridge Co. Ltd. /New/, Lipper & Co., Inc. is a private company that provides mutual fund information and analysis. The company is based in New York, NY. Kenneth Lipper has been the CEO of the company since 1987.

The Monitor Group, Inc. provides wealth management services. Its services include wealth protection, wealth transfer, estate planning, investment management, tax planning, and reporting. The firm offers services to the small and medium enterprises, trusts, and other commercial organizations. The company is headquartered in McLean, VA.

Virgin Money USA, Inc. provides loan processing services to mortgage brokers. Its services include loan documentation, repayment schedules, electronic billing, credit reporting, seller financing services, and insurance escrow payment administration. The company was founded in July 2002 and is headquartered in Waltham, MA.

Promotes private investments in developing countries

Young Presidents' Organization, Inc. is a global leadership community of over 30,000 chief executives from 142 countries. The non-profit company is based in Irving, TX and has a global presence of subsidiaries in several regions. The company's mission is to help its members become better leaders and better people. The company was founded in 1950 by Ray Hickok, Khalid Mohamed Jassem Kanoo. Thayer Smith has been the CEO of the company since 2007.

JA Worldwide, Inc. engages in activities to oversee global fund raising, brand development and protection, quality assurance, and financial accountability. It educates students about workforce readiness, entrepreneurship, and financial literacy through experiential and hands-on programs. The firm?s programs include JA economics, JA global marketplace, JA innovation camp, JA success skills, and JA finance park. The company was founded by Horace Moses, Theodore Vail and Murray Crane in 1919 and is headquartered in Boston, MA.

Covestor, Inc. operates as a online investment management platform. Its platform and technology allows delivering specialized active and passive investing solutions at a lower cost and with the benefit of online convenience. Its platform give investors access to institutional style investment strategies, delivered in the security of their own brokerage accounts. The company was founded by Perry Rael Blacher, Richard Kevork Tahta and Simon Veingard in 2007 and is headquartered in Boston, MA.

Prosperity Now is an organization that has been advocating for economic opportunity since 1979. The private company is based in Washington, and the CEO of the company is Cherie Collins Sims. The American company works towards advancing racial and ethnic economic justice by investing in innovative ideas and working at both grassroots and national levels. The organization aims to impact the entire ecosystem by setting goals for the economy and following through with targeted approaches based on need. Prosperity Now believes that everyone deserves a chance to prosper and has helped millions of people, especially people of color and those with limited incomes, to achieve financial security, stability, and prosperity. The company offers practical solutions, in-depth research, and proven strategies to build wealth for those who need it most.

Virgin Money USA, a financial services company owned by the Virgin Group and founded by Sir Richard Branson, announced today that it has selected ClickSquared as its interactive relationship marketing partner. The multi-channel marketing program developed by ClickSquared will enable Virgin Money to expand its email channel and deliver highly personalized communications to its prospect and customer base on an as-needed basis. By creating stronger customer relationships Virgin Money's USA goal is to ultimately increase customer loyalty and retention. Virgin Money is a pioneer in the social lending space (loans between relatives and friends) and recently entered the mortgage industry as a processor and lender of wholesale and retail mortgages. Virgin Money USA began as CircleLending in 2001 and was purchased by the Virgin Group in 2007. The company has originated more than $400M in social loan volume and has exceeded growth targets for its new mortgage business.