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Optifino is a stealth fintech backed by some of Silicon Valleys best VCs. Marrying expertise in the financial, technology and life insurance industries. Our mission is to transform and demystify life insurance by systematically optimizing transparency, protection, tax management, and liquidity. By applying proprietary technology we have created a revolutionary solution designed to bridge the gap between life insurance and investing to deliver value at every interaction.
First General Bank is a Rowland Heights, CA-based company in the Financial Services sector.
Bedford Capital is a Toronto, ON-based company in the Financial Services sector.
Key Bank is one of the leading companies in the Financial Services sector.
Genesis Bank (In Organization) is a proposed, California-chartered, non-member de novo commercial bank being organized by a group of highly experienced and successful bankers and business professionals. Genesis Bank (In Organization) will focus on serving the banking needs of small to mid-sized businesses, the owners of such businesses, business professionals, and owners and investors of income-producing properties (including multi-family and commercial real estate), located primarily in Orange and Los Angeles counties, California, as well as the western portions of the Inland Empire (Riverside and San Bernardino counties). Genesis Bank`s (In Organization) products, services, and solutions will primarily include traditional commercial business, Small Business Administration (SBA), income property, and owner-occupied commercial real estate loan and deposit products, as well as treasury management services and solutions. Genesis Bank (In Organization) will also provide fiduciary banking, escrow, and section 1031 exchange services to serve the banking needs of its clients. Genesis Bank (In Organization) will be headquartered in Newport Beach, California.