| Name | Title | Contact Details |
|---|---|---|
Brian Yoshii |
Executive Vice President and Chief Information Officer | Profile |
Banc of Manhattan is a Woodland Hills, CA-based company in the Financial Services sector.
A leader in the private placement space, Axcelus Financial provides innovative and customized insurance-based solutions to help high-net-worth and institutional clients grow and preserve their assets. Formerly Lombard International US & Bermuda, the new Axcelus name and brand was officially adopted as of Monday, January 22, 2024. As Axcelus Financial, we leverage three decades of experience and trusted leadership in the insurance industry to understand our clients unique needs and challenges, and we are committed to meeting them with the highest levels of service. For institutions, our Global Institutions practice provides investment managers and their institutional client base (both domestic and non-U.S.) with unique, tax-efficient structures to access U.S. private markets. For individuals and families, our extensive expertise in Private Placement Life Insurance and Annuities enable us to curate solutions that efficiently and effectively address the unique goals, needs, and tax implications of high-net worth and ultra-high-net-worth individuals and families in the U.S. and around the globe. Visit our website Axcelus.com to learn more about our business.
In the race to sameness, the financial services industry is attempting to fit advisors and their clients into an increasingly limited set of solutions. Conversely, Regal does not subscribe to a one size fits all approach as each advisors business, and their clients financial needs and circumstances, are unique and deserve the appropriate attention. Regal provides an Open Solution Partnership with our advisors to help them serve their clients without quotas, mandates, or grid compression. We proudly support advisory, brokerage and hybrid business models to help advisors serve clients best interest and we offer affiliation for Independent Advisors, Employee Advisors, and full Enterprise Solutions. Regal Securities is an independent Broker/Dealer and wealth management firm entrusted by our clients to help them navigate their financial and family journey. Regal provides brokerage and advisory solutions (through Regal Advisory Services, Inc.) created to strengthen and accelerate our advisors business success. Personalization and creative thinking are the foundation for our concierge service & transition team. Regal places the client and their advisor center stage to empower a life of purpose and abundance. Looking for a white glove service model and the family culture? Please contact us to start a conversation that can lead to the next step of your life and business journey of empowerment. Regal provides full service custody functions, state-of-the-art technology and execution capabilities in all major markets for Registered Representatives, Broker-Dealers, Registered Investment Advisor firms and Independent Investment Advisor Representatives through Regal Advisory Services, Inc., a Regal affiliated firm.
First National Bank of Waverly is a Waverly, IA-based company in the Financial Services sector.
ValidiFI is a specialty consumer reporting agency leveraging banking and payment data for account opening, management, payment facilitation, risk mitigation, and compliance. Our data and technologies improve offerings and operational efficiencies, reduce risk, and automate the digital process. We provide raw and modeled data that powers fintech credit and risk models. Learn more about our banking and payment data solutions at validifi.com. We provide seamless integrations to structured data and validated models to improve account openings, credit decisions, payments, fraud, risk, and compliance objectives. Institutions and businesses leverage ValidiFI to enhance their offerings, support the digital process, and gain competitive advantages.