| Name | Title | Contact Details |
|---|
Advyzon was founded in 2012 by a dedicated team of entrepreneurs with decades of experience implementing, servicing, and developing financial technology for financial advisors. Based in Chicago, Advyzon is an advisors complete technology solution and is 100% cloud-based. The integrated platform includes customizable performance reporting, flexible billing, client relationship management (CRM), configurable client web portals, document storage and business intelligence. By providing all of the key capabilities a firm needs to run their business, Advyzon helps advisors streamline their operations so they can focus on growing their business. We feel that technology should be simple to use, innovative and backed by exceptional client service, which are the core principles that Advyzon was founded on. Please visit www.advyzon.com to learn more.
City Insurance, Natioanl Bank of West Virginia is a Charleston, WV-based company in the Financial Services sector.
American River Bankshares (AMRB) is the parent company of American River Bank, a community business bank serving the Greater Sacramento Area in California that operates a family of financial services providers, including North Coast Bank in Sonoma County and Bank of Amador in Amador County.
First Central Bank is a Buckhannon, WV-based company in the Financial Services sector.
Trust Company of Toledo, NA is a Holland, OH-based company in the Financial Services sector.