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First Western is the best private bank for the western wealth management client.
Founded in 1934 as San Diego Metropolitan Credit Union (SDMCU) to serve City employees, and re-established in 2018 as Wheelhouse Credit Union to serve all of San Diego, we have deep roots in the community and are committed to helping our Members and our beautiful City thrive. Our new brand is a reflection of our laid-back and inclusive culture, as well as our expertise and strength in financial services. We are a full-service, not-for-profit, financial institution with a steadfast commitment to eco-friendly initiatives. We help San Diegans achieve their financial goals through high-yield deposit accounts, low-rate loans, investment services, financial education and more. We serve our City and local communities as San Diego`s #1 Solar Financing Lender, through scholarship opportunities, Green initiatives, volunteering and more. Wheelhouse Credit Union is San Diego Made, and Proud.
ICS Intergrated Compliance Solutions is a Moorestown, NJ-based company in the Financial Services sector.
Total Immersion is a Atlanta, GA-based company in the Financial Services sector.
Droit builds mission-critical, breakthrough products to advance global regulatory compliance and real-time controls. Droit partners with leading global financial institutions to create forward-looking operational and regulatory solutions within the ever-changing financial landscape. Droit Adept is the innovative, patented platform that drives intelligent decision-making in a complex rule-driven landscape. The Adept platform provides an implementation of regulatory rules reflecting industry consensus. Institutions rely on Adept to provide solutions for pre-trade and post-trade controls, evaluating the permissibility of transactions, compliant regulatory reporting, and more. Adept generates decisions directly from digitized rules, regulations, and internal policies, visually represented in intuitive logic diagrams and linked back to the original sourced text. This complete traceability empowers users to act right with confidence. With locations in New York, London, Sydney, and Singapore, Droit continues to broaden its industry reach and offer clients breakthrough products enabling them to take the next right action. Learn more at droit.tech.