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Parcion Private Wealth is an independent multi-family office that partners with entrepreneurs, business owners and their families to optimize wealth events and beyond through smart planning, strong advocacy and prudent investment management. With headquarters in the Seattle area, Parcion`s experienced team helps clients preserve the legacy they`ve built to support their families and communities.
Villere & Company, LLC is a federally registered investment advisor. Villere & Company, LLC may only transact business or render personalized investment advice in those states where we are registered/filed notice or otherwise excluded or exempted from registration requirements. Any communications with prospective clients residing in states or international jurisdictions where Villere & Company, LLC and its affiliates or registered representatives are not registered or licensed shall be limited so as not to trigger registration or licensing requirements.
BM Technologies, Inc. (NYSE American: BMTX, BMTX.W) is among the largest digital banking platforms in the U.S., providing access to checking and savings accounts, personal loans, credit cards, and financial wellness. It is focused on technology, innovation, easy-to-use products, and education with the mission of being “customer-obsessed” and creating “customers for life.” The BMTX digital banking platform employs a multi-partner distribution model, known as “Banking-as-a-Service” (BaaS), that enables the acquisition of customers at higher volumes and substantially lower expense than traditional banks, while providing significant benefits to its customers, partners, and business. BMTX currently serves over two million account-holders and provides disbursement services at approximately 725 college and university campuses (covering one out of every three students in the U.S.). BM Technologies, Inc. is a technology company and is not a bank, which means it provides banking services through its Member FDIC and Equal Housing Lender partner banks.
Mdf Financial Advisors is a Mountain View, CA-based company in the Financial Services sector.
Norway Community Credit Union is a Norway, MI-based company in the Financial Services sector.