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Heritage Southeast Bank is where the best and brightest community banking employees work. More than 325 people work at our 26+ locations ranging from Alpharetta, Georgia to Jacksonville, Florida. With approximately $1.5 billion in assets, our Jonesboro, Georgia-based bank provides a well-rounded offering of commercial and consumer products through our Partner Banks: Heritage Bank, Providence Bank, and The Heritage Bank.
Grandview Bank is a Grandview, TX-based company in the Financial Services sector.
Securant Bank and Trust is a Milwaukee, WI-based company in the Financial Services sector.
Evergreen Bank Group is a Oak Brook, IL-based company in the Financial Services sector.
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.