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Charter National Bank is a Schaumburg, IL-based company in the Financial Services sector.
Arkadios Capital is an independent broker-dealer and Registered Investment Advisor (RIA) that focuses on providing a wealth management platform for financial advisors. Founded by David Y. Millican, IV, the company aims to offer an entrepreneurial alternative to traditional broker-dealer models, enabling advisors to grow their businesses and deliver customized financial solutions to their clients. The company provides a variety of services to support financial advisors, including business consulting, brand elevation, and a comprehensive wealth management platform. Their consulting services help advisors improve efficiencies and increase enterprise value, while brand elevation services enhance advisors identities through logo design, website development, and social media content. Arkadios Capital operates across 33 states, serving a network of successful registered independent advisors and has successfully partnered with advisors to add significant assets under management.
Advyzon was founded in 2012 by a dedicated team of entrepreneurs with decades of experience implementing, servicing, and developing financial technology for financial advisors. Based in Chicago, Advyzon is an advisors complete technology solution and is 100% cloud-based. The integrated platform includes customizable performance reporting, flexible billing, client relationship management (CRM), configurable client web portals, document storage and business intelligence. By providing all of the key capabilities a firm needs to run their business, Advyzon helps advisors streamline their operations so they can focus on growing their business. We feel that technology should be simple to use, innovative and backed by exceptional client service, which are the core principles that Advyzon was founded on. Please visit www.advyzon.com to learn more.
First United Bank and Trust is a progressive and innovative community banking organization. By virtue of its growth from a single unit bank into a multi-community banking enterprise, First United is categorized as a "Super Community Bank." As one of the largest banking organizations in the Southwest, First United focuses on retail and community banking, targeting consumers and small-to-mid-sized businesses within its market areas. First United provides a comprehensive range of financial services including retail, commercial, trust, brokerage and insurance products. First United is the premier provider of financial products and services in every market we serve. We deliver services through an expansive network of community bank locations throughout Oklahoma and North Texas.
Madison Community Bank is a Anderson, IN-based company in the Financial Services sector.