| Name | Title | Contact Details |
|---|---|---|
Gerardo Munoz |
Chief Information Officer | Profile |
Mayville State Bank is a Mayville, MI-based company in the Financial Services sector.
Allworth Financial is an independent wealth management firm based in Sacramento, founded in 1993. The firm offers comprehensive financial planning and investment management services, managing approximately $16 billion in assets for over 22,000 clients across 33 offices nationwide. Their services include retirement planning, investment management, estate planning, tax guidance, and insurance planning. Allworth Financial also provides 401(k) plan management for businesses, operating under a fiduciary model that prioritizes client interests. The firm has grown through strategic mergers, including a notable merger with Simply Money Advisors in 2018, and has received industry recognition, including being named a top 50 national RIA by Barron’s. Allworth Financial focuses on transparency and personalized planning, utilizing advanced tools to enhance wealth management. Their "Allworth Advantage" framework integrates various financial strategies, supported by a team of dedicated advisors, including tax and estate planning experts.
Sunrise Banks is the most innovative bank empowering the underserved to achieve. The bank seeks to radically change the way urban communities and underserved people thrive by empowering them to achieve their aspirations. Simply stated: compassion is the bank’s motivation, its mission is to empower, its spirit is to achieve. Sunrise Banks has a dynamic social entrepreneur at its helm, leading a team that innovates in the financial services industry and strives for financial inclusion for all. Sunrise is headquartered in St. Paul, Minnesota and has a long history of serving inner city communities in Minneapolis and St. Paul. The bank`s 8 branches are primarily located in the urban core of Minneapolis and St. Paul.
First Security Bank (Inc) is a Batesville, MS-based company in the Financial Services sector.
ATEO Corp is a Chicago, IL-based company in the Financial Services sector.