E3 Specialized Competitors

Accion is a global nonprofit on a mission to create a fair and inclusive economy for the 1.6 billion people who are failed by the global financial system. We develop and scale responsible digital financial solutions for small business owners, smallholder farmers, and women, so they can make informed decisions and improve their lives. Through targeted investment strategies, advisory solutions, and expert thought leadership, we work with local partners to develop and scale cheaper, more accessible, and customer-friendly financial solutions. Since 1961, Accion has helped build 299 financial service providers serving low-income clients in 77 countries, reaching over 500 million people.

Argent Financial Group is a leading, independent client asset services firm offering individuals, families, businesses, and institutions wealth management, asset management, and asset servicing. The firm is responsible for more than $180 billion in client assets. Formed in 1990 in Ruston, Louisiana, Argent can trace its roots back to 1930. Argent serves clients in all 50 U.S. states from our 44 markets located across 19 states. Argent provides an array of related financial services, including: - Wealth Management, including Tax & Estate Planning and Trusts - Asset & Investment Management - Corporate Trust, Agency, Escrow & Custody - Qualified Intermediary Services, including 1031 Exchanges - Governmental Services - Funeral and Cemetery Trust Services - Retirement Plan Consulting and Administration - Employee Stock Ownership Plans - Philanthropic Services - Oil and Gas Management Today, Argent Financial Group employs 500 professionals with prior experience at banks, trust companies, brokerage firms, law firms, accounting firms, insurance agencies, investment management firms and other businesses. Argent has a presence in 39 markets across Alabama, Arkansas, Florida, Georgia, Kentucky, Louisiana, Mississippi, Missouri, New York, North Carolina, Oklahoma, Pennsylvania, South Carolina, Tennessee, Texas and Wisconsin. Argent Financial Group, Inc. is the parent company of: - AmeriTrust Investment Advisors - Argent Advisors - Argent Family Wealth Services - Argent Institutional Trust Company, including Salem Trust Co. - Argent Mineral Management - Argent Trust Company - Argent Trust Oklahoma - Argent Wealth - Funeral Services, Inc. - Highland Capital Management - Orleans Capital Management - Salem Trust Company

Kiva (www.kiva.org) expands financial access to help underserved communities thrive. An international non-profit, we serve the financially excluded, especially underbanked women, refugees and communities impacted by forced displacement, climate-vulnerable people and systemically marginalized communities in the United States. By connecting people through crowdfunded loans, Kiva puts the power of financial inclusion in all our hands. Since 2005, the Kiva community has raised over $2 billion in loans, reaching over 5 million people in 84 countries. Kiva’s team is made up of 100+ employees and 450+ volunteers across the world, with offices in San Francisco, Nairobi, Bangkok, and Bogotá.