ADVISOR CREDIT EXCHANGE
Advisor Credit Exchange is an advice-oriented program for providing loans to clients instead of product-driven approaches. The company brings together lenders and wealth managers empowering investment firms and advisors to deliver financing solutions to help build and maintain their clients’ net worth and meet their financial goals.
ADVISOR CREDIT EXCHANGE
Social Links:
Industry:
Consulting Finance Financial Services FinTech
Founded:
2018-01-01
Address:
Berwyn, Pennsylvania, United States
Country:
United States
Website Url:
http://www.advisorcreditexchange.com
Total Employee:
11+
Status:
Active
Contact:
844-259-2223
Email Addresses:
[email protected]
Total Funding:
31.3 M USD
Technology used in webpage:
Domain Not Resolving U.S. Server Location
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Current Employees Featured
Founder
Key Employee Changes
| Date | New article |
|---|---|
| 2023-10-25 | Advisor Credit Exchange Announces New Executive Leadership Appointments |
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More informations about "Advisor Credit Exchange"
About Us - Advisor Credit Exchange
Why Choose ACE?ACE is an independent technology firm founded by notable industry innovators. We connect advisors and their clients to tailored credit and cash solutions from industry leading banks and lenders.Lead the Competition …See details»
Advisor Credit Exchange - Crunchbase Company …
Advisor Credit Exchange is an advice-oriented program for providing loans to clients instead of product-driven approaches. The company brings together lenders and wealth managers empowering investment firms and advisors to …See details»
Advisor Credit Exchange Company Profile | Management and
Www.advisorcreditexchange.com Advisor Credit Exchange Profile and History The Advisor Credit Exchange (ACx) is a technology-empowered network that brings together lenders and wealth …See details»
Our Leadership Team - Advisor Credit Exchange
OUR TEAMPeter StantonFounderJ.P. ConnellanCEOMelanie WarnerCOOPaul DonovanCTOBob SmithPresident of Advisor Mortgage Solutions Brett BarnesHead of Sales, WestJustin TaylorHead of Sales, EastDavid Van …See details»
Advisor Credit Exchange - LinkedIn
Advisor Credit Exchange | 1,251 followers on LinkedIn. Lending and Banking - Simplified | Advisor Credit Exchange (ACE) simplifies lending by offering access to a selection of lending partners and ...See details»
Advisor Credit Exchange Announces New Executive Leadership …
Oct 25, 2023 ACE names industry veterans J.P. Connellan as CEO and Melanie Warner as COO and Head of Business Development . BERWYN, Pa., Oct. 25, 2023 /PRNewswire/ -- …See details»
Advisor Credit Exchange - Overview, News & Similar companies
Oct 18, 2021 Who is Advisor Credit Exchange. The Advisor Credit Exchange (ACx) is a technology-empowered network that brings together lenders and wealth managers, enabling …See details»
Advisor Credit Exchange Announces New Executive Leadership …
Oct 25, 2023 ACE names industry veterans J.P. Connellan as CEO and Melanie Warner as COO and Head of Business Development . BERWYN, Pa., Oct. 25, 2023 /PRNewswire/ -- …See details»
Advisor Credit Exchange Recognized as a Technology Leader in …
BERWYN, Pa., Sept. 6, 2024 /PRNewswire/ -- Advisor Credit Exchange, LLC (ACE), operates a fintech platform dedicated to simplifying lending and cash management for advisors and their …See details»
Advisor Credit Exchange - Products, Competitors, Financials, …
Advisor Credit Exchange Recognized as a Technology Leader in the Lending Industry at the WealthManagement.com Awards. Sep 6, 2024. News provided by Share this article Share toX …See details»
Advisor Credit Exchange Announces New Executive Leadership …
Oct 25, 2023 ACE names industry veterans J.P. Connellan as CEO and Melanie Warner as COO and Head of Business Development BERWYN, Pa., Oct. 25, 2023 /PRNewswir...See details»
Advisor Credit Exchange Recognized as a Technology Leader in …
Sep 6, 2024 For more information about ACE and its award-winning platform, please visit: www.advisorcreditexchange.com. About Advisor Credit Exchange Advisor Credit Exchange …See details»
Advisor Credit Exchange Company Profile -Sales, Contacts, …
Advisor Credit Exchange is in the Online Services Technology Consultants industry within the Business Services sector and has been in business for approximately 6 years.See details»
Paul Bio - Advisor Credit Exchange
Earlier, he was a partner at Tatum LLC, Executive Vice President and Chief Information Officer (CIO) for ING Americas where he oversaw a 4,000+ person information technology …See details»
PRESS RELEASEAdvisor Credit Exchange engages West ... - West …
Sep 30, 2020 To learn more visit www.advisorcreditexchange.com West Highland Support Services is a vendor-agnostic managed service provider, recognized globally as an industry …See details»
Careers - Advisor Credit Exchange
WORK AT ACEWe are always looking for talented people to join our team. If you’re eager to build and bring to market something the industry has never seen, we want to talk to you.We are an …See details»
ACE Enhances Signature Loan Offering, Giving Advisors Even …
May 11, 2023 For more information on the Advisor Credit Exchange, please visit www.advisorcreditexchange.com. Envestnet, Inc. has a financial interest and occupies board …See details»
Advisor Credit Exchange Partners with Janney Montgomery Scott …
PHILADELPHIA, Dec. 7, 2021 /PRNewswire/ -- Advisor Credit Exchange, LLC announces that Janney Montgomery Scott LLC will now offer the Advisor Credit Exchange platform to its …See details»