Steve Lockshin

They say that by 2050, there will be more plastic in the ocean than fish by weight. We say that by 2050, there will be more fish in the ocean than plastic by weight. PATH is on a mission to redefine sustainability by putting a refillable bottle in the hands of every individual and encouraging humanity to break free from single-use plastic. Our REvolution grows daily, propelled by the global consumer demand for sustainable and reusable alternatives in bottled water packaging. Our commitment to sustainability extends to teaming up with other brands to curb their plastic waste. Through our Co-Brand Program, we collaborate with corporations giving them a tangible initiative and a sleek cobranded bottle to increase reuse. Our partners proudly display their commitment to change, signaling to the world that their brand is part of the solution to #refillit. We’re thrilled about our Partnerships to Save the Planet with a growing brand roster that includes 1Hotel, 4 Seasons, State Farm, Intuit, Facebook, Rivian, Enphase, Lockheed Martin, 7-Eleven, Dropbox, 10 Tree, Kayak, Hasbro, Nickelodeon, MLB Post Season, Adidas, California Science Center, San Francisco State University, Wisconsin Union, Yellowstone National Park, Orangetheory Fitness, and Barrys. Join the REvolution to #refillit!

Quovo is a data platform that provides connectivity to financial accounts at over 14,000 institutions. Leading fintech firms, such as Betterment, Earnin, SoFi, and Wealthfront, along with some of the largest retail banks in the US, rely on Quovo’s account connectivity technology to deliver their services. As of January 2019, we’re now a part of Plaid. As a combined company, Plaid’s leadership in bank account connectivity will now be complemented by our leading investment, insurance, and loan account coverage. Together, we offer API-delivered products that enable businesses to build seamless, personalized digital experiences and more effectively transact with their customers.

Orion acquired Advizr in July 2019 to elevate its client experience and financial planning offering. Advizr, known for its sleek interface and impressively intuitive user experience, enables advisors, financial institutions, and even employers to engage investors in many different ways, depending on their service model — from highly collaborative to fully investor-led. This versatility is powerful, when coupled with a best-in-class client portal that provides investors with a range of dynamic personal financial management capabilities powered by a comprehensive financial planning engine. And with the ability to seamlessly support both goal- and cash-flow-based methodologies, Advizr has made the traditionally complex planning experience simple.

Betterment is an investing and savings app that serves one purpose—to help you grow your money, so that you can live better. Sign up effortlessly to get goal-setting and planning tools at no extra cost. For one low, transparent fee, you can invest your money with automatic deposit and trading features that put your money to work. Earn with interest and investment growth—plus maximize your savings with rewards on your everyday spending. Learn more at Betterment.com. Investing involves risk and performance not guaranteed. https://www.betterment.com/social-disclosures/

They say that by 2050, there will be more plastic in the ocean than fish by weight. We say that by 2050, there will be more fish in the ocean than plastic by weight. PATH is on a mission to redefine sustainability by putting a refillable bottle in the hands of every individual and encouraging humanity to break free from single-use plastic. Our REvolution grows daily, propelled by the global consumer demand for sustainable and reusable alternatives in bottled water packaging. Our commitment to sustainability extends to teaming up with other brands to curb their plastic waste. Through our Co-Brand Program, we collaborate with corporations giving them a tangible initiative and a sleek cobranded bottle to increase reuse. Our partners proudly display their commitment to change, signaling to the world that their brand is part of the solution to #refillit. We’re thrilled about our Partnerships to Save the Planet with a growing brand roster that includes 1Hotel, 4 Seasons, State Farm, Intuit, Facebook, Rivian, Enphase, Lockheed Martin, 7-Eleven, Dropbox, 10 Tree, Kayak, Hasbro, Nickelodeon, MLB Post Season, Adidas, California Science Center, San Francisco State University, Wisconsin Union, Yellowstone National Park, Orangetheory Fitness, and Barrys. Join the REvolution to #refillit!

Founded in 2019, Vanilla’s product suite was originally built for internal use by AdvicePeriod to create efficiency in explaining the value derived from estate planning and to identify opportunities to add value for clients that would be subject to the estate tax. It quickly became clear that the application and need was much broader than originally contemplated. Today’s estate planning tools—for advisors, lawyers, and consumers alike—are significantly lacking. Moreover, most advisors spend little time on even the basic components of estate planning. Vanilla was created to squeeze the inefficiency out of document preparation, increase an advisor’s and a client’s understanding of their estate, and to demystify the challenges of dealing with estates post-death.

Quovo is a data platform that provides connectivity to financial accounts at over 14,000 institutions. Leading fintech firms, such as Betterment, Earnin, SoFi, and Wealthfront, along with some of the largest retail banks in the US, rely on Quovo’s account connectivity technology to deliver their services. As of January 2019, we’re now a part of Plaid. As a combined company, Plaid’s leadership in bank account connectivity will now be complemented by our leading investment, insurance, and loan account coverage. Together, we offer API-delivered products that enable businesses to build seamless, personalized digital experiences and more effectively transact with their customers.

Orion acquired Advizr in July 2019 to elevate its client experience and financial planning offering. Advizr, known for its sleek interface and impressively intuitive user experience, enables advisors, financial institutions, and even employers to engage investors in many different ways, depending on their service model — from highly collaborative to fully investor-led. This versatility is powerful, when coupled with a best-in-class client portal that provides investors with a range of dynamic personal financial management capabilities powered by a comprehensive financial planning engine. And with the ability to seamlessly support both goal- and cash-flow-based methodologies, Advizr has made the traditionally complex planning experience simple.