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Showing 1 - 12 of 13 results
MERITECH SUB-MANAGEMENT CORPORATION
MERITECH SUB-MANAGEMENT CORPORATION
Palo Alto, California
1-24 employees
Meritech has operated since 1999 on a few simple beliefs: our companies should be center stage, enduring brands are the endgame, and the best tech companies don't just win – they win big. We exist to help teams build market-leading companies in the technology markets that matter. We know this is ambitious and difficult, which informs our role of providing assistance without ego or ulterior agendas. Our product and strategy are purpose-built. This enables focus, and focus is our advantage. We are not a venture supermarket. We do one thing, period: invest in the best late-stage tech companies in the universe. We’re comfortable not being part of every great company, knowing that it enables us to do whatever is needed to help make every one of our companies great. Like you, we’re a group of builders and owners. Our small team of equal partners are on the frontlines throughout every step of the journey. We’re not just another fringe investor – we integrate as team members, contributing however we can to the shared mission. Everything we do, we do ourselves. We believe this increases the probability of a company’s success, and also results in deeper trust and more meaningful connections. Every investment we make begins with us believing, “this could become the next Salesforce, Facebook, Coupa, NetSuite, Tableau, Datadog, Roblox, Snowflake or UiPath.” If you share our motivation to transform a market, we’d love to find a way to do it together.
Retirement Benefits Rank
Top Benefits
PLM LENDER SERVICES, INC.
PLM LENDER SERVICES, INC.
San Jose, California
1-24 employees
Private Lender Services Corp. is a legal services company based out of 46 N 2Nd St, Campbell, CA, United States.
Retirement Benefits Rank
Market Leading
PACIFIC POSTAL CREDIT UNION
PACIFIC POSTAL CREDIT UNION
San Jose, California
25-49 employees
• Provide excellent customer service via call center, home banking and in-branch. • Daily GL accounting and reconciliation. • Process accounts payable successfully. • Process daily operational reports such as ATM, ACH, Debit Card and Share Draft. • Accurate processing of legal orders. • Preparation of month-end and quarterly reports. • Processing of insurance products. Cross-sell products and services. • Data entry and other related administrative duties as needed.
Retirement Benefits Rank
Top Benefits
BAY AREA EMPLOYMENT DEVELOPMENT COMPANY
BAY AREA EMPLOYMENT DEVELOPMENT COMPANY
Walnut Creek, California
1-24 employees
At Bay Area Development great customer service is what we live by. Since 1981 we’ve offered common sense explanations and creative solutions to the most complex small business situations. When you work with us you will be informed on every aspect of your project every step of the way. Time is money and our precise, accelerated loan processing means you won’t miss a beat. And, at Bay Area Development Company, your loan officer is your single point of contact throughout the project which guarantees that you have all of your questions answered by an expert who knows you and your project from start to finish. As one of the top twenty of over 300 SBA 504 lenders nationwide, we’re proud of what we've been able to accomplish on behalf of our clients and communities: Assisting more than 1,700 companies with 504 financing Providing over $3 billion of 504 project financing Helping our clients create more than 16,000 new jobs But far greater than production numbers is the satisfaction of each one of our clients. It is what motivates us every day and it is the true measure of our success. Bay Area Development Company is a California corporation licensed and regulated by the U.S. Small Business Administration (SBA) as a Certified Development Company (CDC) and 504 lender.
Retirement Benefits Rank
Top Benefits
CONSUMER FINANCIAL SERVICE CORPORATION
CONSUMER FINANCIAL SERVICE CORPORATION
Emeryville, California
1-24 employees
Consumer Financial Service Corporation provides strategic thinking, marketing intelligence, and implementation expertise to financial institutions worldwide. These include many of the industry’s leading banks; card issuers; investment, brokerage and wealth management firms; and lenders. After more than two decades and thousands of projects, we’ve developed a proven approach that is fiercely pragmatic and results-driven. And as financial services specialists, our expertise is vast. We provide each of our clients the solutions they need to make a measurable impact and actively compete in today’s business environment. For more information, visit www.consumerfinancial.com.
Retirement Benefits Rank
Market Leading
MISSION CITY FEDERAL CREDIT UNION
MISSION CITY FEDERAL CREDIT UNION
Santa Clara, California
1-24 employees
Mission City Federal Credit Union was founded in 1959 as Santa Clara City Employees Federal Credit Union to serve the employees of the City of Santa Clara, including the police, fire and power departments. Since that time the eligibility has expanded to include the faculty, employees and students of Santa Clara University and other select groups. The credit union offers a full range of personal financial products and services, from checking accounts to term certificates, and personal loans to real estate loans.
Retirement Benefits Rank
Top Benefits
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BANKVISION, INC.
BANKVISION, INC.
Milpitas, California
1-24 employees
BankVision, Inc. is an independent California corporation that offers a vast array of bank audit and risk management services. Our company specializes in providing outsourced, as well as co-sourced, bank risk management services and programs. Internal audit, compliance and credit review services are just a few examples of the many options available from BankVision. Throughout its many years in business, BankVision has worked hard to provide quality results for a variety of clients ranging from small, start-up institutions, known as “de novos,” that might need a complete bank risk management services package to the well-established, larger-scaled, multi-billion dollar banks that may only require an audit “augmentation” within a very specific or technical area. BankVision has teams of expert professionals experienced in all functional disciplines of banking and financial services. We are specifically well-qualified to address business needs in the bank risk management arena. And our clients’ satisfaction with our auditing support and strategic services translates into our success. We have experience working with more than 100 banks and banking service providers in the Western United States. Our continuously growing client base attests to our exceptional qualifications, our diverse knowledge and our ability to consistently deliver cost-effective, quality bank auditing services. We provide our clients with superior and consistent support. At BankVision, our client partners’ trust and satisfaction is always our first priority. As a trusted partner and category leader in bank auditing and bank risk management services and customized programs, we will not only address your needs, but exceed your expectations. We will improve the effectiveness, efficiency and potential of your banking business by not only sharing with you our unique vision, but by providing expert auditing insight and overall strategic guidance. We look forward to partnering with you!
Retirement Benefits Rank
Market Laggard
KAIPERM FEDERAL CREDIT UNION
KAIPERM FEDERAL CREDIT UNION
Walnut Creek, California
1-24 employees
Kaiperm Credit Union is a not-for-profit financial institution exclusively serving the employees of Kaiser Permanente and their family members, as well as Kaiser retirees and volunteers. In 1957, this Credit Union was charted by seven Kaiser/PMG employees in Walnut Creek, California. Now, with nearly 7,000 members and a team of passionate and dedicated employees, Kaiperm Credit Union continues to thrive. We're committed to providing Kaiser employees and their families exceptional products and services.
Retirement Benefits Rank
Below Market
POLAM FEDERAL CREDIT UNION
POLAM FEDERAL CREDIT UNION
Redwood City, California
1-24 employees
Polam Federal Credit Union believes that helping people enrich their financial well-being and attain their goals is the best reward a company can receive. With this in mind, we have dedicated ourselves to providing premiere products and services to help our members reach these goals faster. We take pride in our ability to meet our members’ needs and offer advice that serves the sole purpose of creating financial growth and stability. The credit union launched in 1974 with a vision to service the Polish American community and offer resources to meet their financial needs. Through the hard work and dedication of its founders, Polam has seen progressive growth and has established itself as the successful financial institute it is today. Polam Federal Credit Union headquarters is located in the heart of Redwood City, CA. With branches located throughout the Bay Area and the state of Connecticut our focus is placed on conveniently servicing our customers. We provide a full suite of financial services including:  Personal & Business Banking  Real Estate Financing  Consumer & Business Loans  Credit Cards  Online & Mobile Banking
Retirement Benefits Rank
Below Market
CNOTE GROUP, INC.
CNOTE GROUP, INC.
Oakland, California
1-24 employees
CNote gives corporations, institutions and individuals a simple, effective way to invest in under-resourced communities at scale. The women-led technology platform deploys corporate cash into loan funds and insured deposit products at impact-driven community financial institutions that advance economic equality, racial justice, gender equity and climate change initiatives. Corporate leaders including Apple, Mastercard, Patagonia, PayPal and Netflix use CNote’s platform to advance their diversity, equity and inclusion goals by authentically supporting low-income communities and communities of color. They earn returns comparable to what conventional products yield—while providing essential capital to minority depository institutions (MDIs), community development financial institutions (CDFIs), low-income designated (LID) credit unions and other impact finance organizations. Individuals can also invest through the platform to support an economy that works for everyone. CNote founders Catherine Berman, CEO, and Yuliya Tarasava, COO, launched CNote in 2016 with a mission to close the wealth gap through financial innovation. Based in Oakland, California, CNote is a Certified B Corporation and is GIIRS rated.
Retirement Benefits Rank
Top Benefits
DIABLO VALLEY FEDERAL CREDIT UNION
DIABLO VALLEY FEDERAL CREDIT UNION
Concord, California
1-24 employees
Diablo Valley Bank is a banking company based out of 3189 Danville Blvd, Alamo, California, United States.
Retirement Benefits Rank
Market Laggard
BAY CITIES CREDIT UNION
BAY CITIES CREDIT UNION
Hayward, California
1-24 employees
Bay Cities Credit UNION is a banking company based out of 688 E 14th St, San Leandro, CA, United States.
Retirement Benefits Rank
Below Market
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