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Roth&Co is a top-150 U.S. accounting and advisory firm specializing in tax compliance, tax controversy, accounting services and advisory services. With over 250 team members spanning 5 locations around the globe, Roth&Co was ranked by Inside Public Accounting as one of the fastest growing firms of 2022, and named by Accounting Today as a 2024 Regional Leader and Firm to Watch. We consistently deliver a high level of confidentiality and solid reliability, but the relationship we maintain with clients is our outstanding strength. Our unique, dedicated, responsiveness is simply why we have one of the highest client retention rates in the industry. As a member of the BDO-Seidman Alliance, we provide our clients with the resources and expertise of a multinational CPA firm while retaining our unique identity and independence.
Hyde Park Bank is a Chicago, IL-based company in the Financial Services sector.
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.
Texas First State Bank is a Waco, TX-based company in the Financial Services sector.
Security State Bank is a Independence, IA-based company in the Financial Services sector.