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Headquartered in Salt Lake City, Utah, Celtic Bank is a privately owned industrial bank chartered by the State of Utah. Celtic Bank is an SBA Preferred Lender and was named the 6th largest SBA lender in the nation for FY 2015.
Since 1961, NDBT has been dedicated to serving our customers and communities by delivering authentic banking solutions for small businesses, entrepreneurs and goal-oriented individuals throughout North Texas. We offer a full range of modern lending services, deposit products and wealth management services that can be tailored to meet virtually any need. With a history of consistent profitability, stable ownership and commitment to our communities, NDBT is proud to be recognized as one of DFW`s largest and most respected independent banks. We understand that changes in technology, the economy and customer preferences will forever shape our industry. These factors will never alter our commitment to providing you with an exceptional experience delivered with Authentic Intelligence. Headquartered in Dallas on the corner of Preston Road and LBJ, NDBT has four additional banking centers located in Addison, Frisco, Las Colinas, and Plano. Member FDIC | Equal Housing Lender. North Dallas Bank and Trust Co is an equal opportunity employer that does not discriminate against sex, race, color, age, national origin, religion, sexual orientation, gender identity, protected veteran status, disability or other protected status.
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.
Florida Capital Bank is a Jacksonville, FL-based company in the Financial Services sector.
Red River State Bank is a Halstad, MN-based company in the Financial Services sector.