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Diversified Trust is an employee-owned comprehensive wealth management firm based in the Southeast with over $6.5 billion of client assets under management. Our clients include individuals, multi-generational families, foundations, endowments, retirement plans, and family-owned businesses.
ClickSWITCH offers the safest, fastest way to switch new and existing accounts to a new or existing account. ClickSWITCH is an automated account holder acquisition technology for financial institutions and FinTechs that simplifies the process of bringing new depositors onboard by quickly, safely and efficiently switching their direct deposits and recurring payments from their old accounts to new ones. Based in Minneapolis, the company`s industry-leading solution helps clients to increase account holder acquisition and activation rates, engage during onboarding, and cross-sell products to capture full profit potential. ClickSWITCH is a technology leader delivering world-class solutions to financial institutions and FinTechs of all sizes.
Boyne Capital Partners is a Florida-based private equity firm focused on investments in lower middle market companies. Beyond financial resources, Boyne provides industry and operational expertise to its portfolio companies and partners with management to drive company performance and growth.
Wildfire Credit Union is one of the leading companies in the Financial Services sector.
Schiff,kreidler-Shell is one of the leading providers in Financial Services. It is based in Louisville, KY. To find more information about Schiff,kreidler-Shell, please visit www.sksins.com