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Cetera Financial Group is a prominent network of independent retail firms in the United States, comprising several broker-dealers, including Cetera Advisors LLC and Cetera Investment Services. The company is dedicated to empowering financial advisors, helping them achieve client success and grow their businesses. Cetera offers a diverse array of financial services and products. These include comprehensive wealth management solutions, a variety of investment products without proprietary bias, and efficient broker-dealer services through its self-clearing operations. The company also partners with banks and credit unions to enhance their investment programs and strengthen community ties. Serving over 455 financial institutions, Cetera focuses on building strong relationships that drive revenue growth. Majority-owned by Genstar Capital, Cetera is committed to delivering high-quality investment products and expanding services for its affiliated professionals. The company adheres to strict regulatory compliance, with all broker-dealers being members of the Securities Investor Protection Corporation (SIPC) and the Financial Industry Regulatory Authority (FINRA).
Cambridge Savings Bank is a full-service banking institution with over $5 billion in assets. As a mutual bank, CSB is committed to improving the quality of life of our employees, customers and the communities we serve. One of the oldest and largest community banks in Massachusetts, Cambridge Savings Bank offers a full line of individual and business banking services across a robust Massachusetts-based branch network and through digital banking solutions for commercial, small business and consumer customers. To learn more about how we can meet your needs, visit us at cambridgesavings.com, or better yet, come meet us to help you make the most out of your banking relationship. Member FDIC. Equal Housing Lender. NMLS ID# 543370.
Washington State Bank is a Washington, IA-based company in the Financial Services sector.
Bank of Travelers Rest is a Travelers Rest, SC-based company in the Financial Services sector.
Altimeter Capital is a technology-focused investment firm based in Boston, Massachusetts, with an additional office in Menlo Park, California. Founded in 2008 by Brad Gerstner, the firm specializes in technology investments across public and private markets worldwide. The firm manages various venture and public funds, acting as a long-term partner to companies, especially as they transition to public markets. Altimeter Capital supports entrepreneurs in building innovative companies and disrupting markets at all growth stages. It has launched Special Purpose Acquisition Companies (SPACs), including Altimeter Growth Corp, which merged with the Singapore ridesharing company Grab. As of September 2024, Altimeter Capital has approximately $6.75 billion in assets under management and employs around 26 people. The firm invests in Series A and Series B+ funding rounds, focusing on sectors such as enterprise, fintech, AI, and life sciences. Its portfolio includes significant investments in well-known technology companies like Meta Platforms, NVIDIA, Snowflake, and Microsoft.