We’re a nimble organization that brings together experts in finance, investment, tax law, accounting, and technology to automate complex portfolio management processes and empower people with ready access to reliable information.
We also have a particular expertise and interest in tax credit investments, including Low-Income Housing Tax Credits (LIHTC), New Market Tax Credits (NMTC), Historic Rehabilitation Tax Credits (HTC), and Renewable Energy Tax Credits.
We’re always interested in meeting talented people with experience in software development, sales, customer support, and product marketing. A background in investment or accounting is valuable but not required.
If you have a passion for helping people succeed, please fill out the form!
