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Corient is a fiduciary, fee-only wealth management firm that operates as a private partnership. Formerly known as CI Private Wealth, the company rebranded to Corient in August 2023, emphasizing its client-oriented approach. Corient is dedicated to helping clients achieve their financial goals, simplify their lives, and create lasting legacies. The firm offers a range of comprehensive wealth management services, including investment and financial planning, tax strategies, and trust services. Corient tailors its offerings to various client groups, such as individuals and families, athletes and entertainers, business owners, corporate executives, and healthcare professionals. The firm also provides specialized guidance for divorcing individuals, entrepreneurs, and foundations, ensuring that each clients unique financial needs are met effectively.
Magna Bank offers mortgage lending and personal banking services to individual and corporate customers. It offers checking accounts, savings accounts, money market deposit accounts, NOW accounts, individual retirement accounts, certificates of deposit, overdraft line of credit, and time deposits, as well as treasury management services, such as business sweep accounts, zero balance accounts, account reconciliation, remote deposit capture, treasury link online banking, and lockbox services. The company also provides loans, including home equity lines of credit, bridge/swing loans auto loans, and personal credit cards; commercial and multifamily loans; and construction loans, as well as business credit cards. In addition, it offers working capital lines of credit, owner-occupied commercial real estate financing, equipment financing, change of ownership financing, and letters of credit, as well as online banking, mobile banking services, and private banking. The company was founded in 1999 and is headquartered in Memphis, Tennessee.
Lewis and Clark Bank is a Oregon City, OR-based company in the Financial Services sector.
First Community Bank of Georgia is a Byron, GA-based company in the Financial Services sector.
Marathon USA is a Marietta, GA-based company in the Financial Services sector.