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At Republic Finance we have been helping our customers meet their financial needs and desires since 1955. Our branch offices located throughout Louisiana, Mississippi, South Carolina, Georgia, Tennessee, Kentucky, and Alabama strive to build lasting relationships with our customers to ensure financial security far into our future. Today we are committed to serving over 200,000 customers in over 150 communities. We take pride in the excellent service we provide to our customers and retail dealers in each of our communities.
Canoe Intelligence is a first-of-its-kind technology that allows allocators to unlock their data. Canoe reimagines operational workflows and enables clients to transform their processes in order to eliminate manual data entry. By combining industry expertise with the most sophisticated data capture technologies, Canoe automates the digitization of PDF reporting documents into actionable data and intelligence for institutional investors, allocators, and asset servicing firms. With Canoe, clients refocus capital and human resources on business performance and growth. Canoe`s AI-driven platform was developed in 2013 for Portage Partners LLC, a private investment firm, and is relied upon by hundreds of institutional investors, service providers, family offices, and allocators.
Pinnacle Investments is a boutique firm established in 1995 by Gregg Kidd and Dan Raite. Together they have over 50 years of experience in the brokerage industry having spent 10 years together as producers at a wirehouse before launching Pinnacle Investments. From very humble beginnings the firm`s assets have grown to over $1.4 billion. As an independent firm, Pinnacle offers an open architecture platform and state-of-the-art technology through its relationship with First Clearing, a Wells Fargo Company. We`ve grown to become one of the largest independent full-service investment firms in Central New York. Pinnacle`s success is attributable to its ability to provide a personalized approach to investment management and client service while offering the same investment products and protections available at larger financial institutions. Our wide array of services includes financial planning, asset management, traditional brokerage, and employer-sponsored retirement plans.
Cherry Bekaert LLP, located in some of the most desirable locations in the Southeast, offers professional opportunities and resources normally associated with national firms in an environment that is supportive, flexible, entrepreneurial, and offers personal growth. The Firm selects honest professionals with a passion for excellence, treats them with respect, provides them with training and development opportunities, and then gives them the resources necessary to excel.
Founded in 1988, Community Reinvestment Fund, USA (CRF) is a national non-profit organization with a mission improve lives and strengthen communities through innovative financial solutions. A leading Community Development Financial Institution (CDFI), CRF develops products and services aimed at increasing the flow of capital to historically underinvested communities across the country. CRF has injected more than $3 billion to help stimulate job creation and economic development, provide affordable housing, and support community facilities.