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Evolve Bank & Trust, a technology-focused financial services organization and Banking-as-a-Service (“BaaS”) provider, is a best-in-class financial institution offering specialized services in Open Banking, Commercial and Consumer Banking, Mortgages, SBA Lending, Physicians Lending Community Funding and Trust Services. Evolve is recognized as a global leader in the payments industry delivering ACH, Debit/Credit Sponsorship, Card Issuance and unique technology strategies to clients around the world. Evolve has been voted a Top Workplace every year since 2013 and has been named in Inc. Magazine`s 5000 List of the fastest-growing private companies. Member FDIC. Equal Housing Lender.
EDGEBROOK BANK is a Chicago, IL-based company in the Financial Services sector.
Vantage Bank Texas is a San Antonio, TX-based company in the Financial Services sector.
Huntingdon Valley Bank is a Warminster, PA-based company in the Financial Services sector.
Roth&Co is a top-150 U.S. accounting and advisory firm specializing in tax compliance, tax controversy, accounting services and advisory services. With over 250 team members spanning 5 locations around the globe, Roth&Co was ranked by Inside Public Accounting as one of the fastest growing firms of 2022, and named by Accounting Today as a 2024 Regional Leader and Firm to Watch. We consistently deliver a high level of confidentiality and solid reliability, but the relationship we maintain with clients is our outstanding strength. Our unique, dedicated, responsiveness is simply why we have one of the highest client retention rates in the industry. As a member of the BDO-Seidman Alliance, we provide our clients with the resources and expertise of a multinational CPA firm while retaining our unique identity and independence.