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Profile Bank is a Rochester, NH-based company in the Financial Services sector.
Marion State Bank Inc is a Marion, LA-based company in the Financial Services sector.
We`re a team of banking professionals, that happen to be your neighbors and friends, in a community bank that`s small enough to know our customers` needs, yet large enough to provide specialized financial services to meet those needs. It is our goal to serve the best interest of our customers and the community. We are committed to reinvesting in the community to make the quality of life ever better for local residents. Our customer service strives to meet the financial needs of our customers, combining personal service with the efficiencies of technology for convenience and less cost.
Focus Financial Partners Inc. is a prominent American company that invests in independent, fiduciary wealth management firms. Listed on the Nasdaq stock exchange, it operates as a partnership of financial planning, benefit, and investment consulting firms. The company focuses on supporting Registered Investment Advisers (RIAs) and assists large investment-management teams in transitioning from brokerage houses to their own independent firms through the Focus Independence program. The company provides its partner firms with access to best practices, resources, and synergies that help them achieve their business goals while maintaining their entrepreneurial independence. Focus Financial Partners also expanded its relationship with CAIS to enhance access to third-party funds and streamline alternative investment processes, supporting advisors in managing these investments more efficiently. Through its network, Focus serves high-net-worth individuals, families, and institutions, offering comprehensive financial planning and investment management services.
IDR is the trusted hub of the private markets. Were transforming investor onboarding with a single access token. Investors benefit from a single, universally compliant authentication across their private markets portfolios. Fund managers can raise bigger funds faster and at a lower cost with access to a wider pool of pre-approved investors. We support every aspect of the investment journey, bringing together Fund Subscription, KYC , Tax and ongoing MLRO services in one platform with live support from an expert team. More than 40,000 investors across 5,600 funds by 300 managers are already connected via our trusted hub. Why not join them?