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Focus Financial Partners Inc. is a prominent American company that invests in independent, fiduciary wealth management firms. Listed on the Nasdaq stock exchange, it operates as a partnership of financial planning, benefit, and investment consulting firms. The company focuses on supporting Registered Investment Advisers (RIAs) and assists large investment-management teams in transitioning from brokerage houses to their own independent firms through the Focus Independence program. The company provides its partner firms with access to best practices, resources, and synergies that help them achieve their business goals while maintaining their entrepreneurial independence. Focus Financial Partners also expanded its relationship with CAIS to enhance access to third-party funds and streamline alternative investment processes, supporting advisors in managing these investments more efficiently. Through its network, Focus serves high-net-worth individuals, families, and institutions, offering comprehensive financial planning and investment management services.
The Western State Bank/The State Bank is a Garden City, KS-based company in the Financial Services sector.
TriState Capital is a commercial and private bank serving middle market businesses, their executives and high-net-worth individuals.
Florida Choice Bank is a Mount Dora, FL-based company in the Financial Services sector.
Phoenix Savings Bank is a Lynnwood, WA-based company in the Financial Services sector.