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Wealth Partners Capital Group ("WPCG") serves as an investor in and partner to six nationally recognized RIAs: EP Wealth Advisors, MAI Capital Management, Merit Financial Advisors, Apella Capital, Waverly Advisors and True North Advisors. WPCGs mission, in partnership with these RIAs, is to identify, value, negotiate with and acquire smaller wealth advisory practices, and merge them into its partner firms. As of June 30, 2024, WPCG has executed 118 M&A transactions on behalf of its partner firms, representing over $43 billion in acquired AUA.
Alamosa National Bank is a Alamosa, CO-based company in the Financial Services sector.
Aims Mortgage Bankers, Ltd. is a Glendale Heights, IL-based company in the Financial Services sector.
City Bank, headquartered in Lubbock, Texas, is a financial institution managing assets over $4 billion. It operates 25 branches and 7 mortgage locations across Texas and New Mexico, providing a range of services including traditional banking, mortgage lending, trust and investment services, private banking, and auto loans. The bank emphasizes customer service and convenience, offering digital banking tools for easy access to services. Another notable City Bank, likely based in Bangladesh, has evolved since 1983 into a large-scale institution with 134 branches and over 7,689 employees. It serves more than 2.6 million customers and offers comprehensive retail and corporate banking services, including priority banking centers, card issuance, and extensive merchant services. This City Bank focuses on technological innovation and global best practices to meet the needs of its diverse customer base.
Founded in Memphis in 1957, Orion Federal Credit Union has grown to become one of the largest credit unions in the Mid-South with more than 70,000 members and nearly $1 billion in assets. Orion offers a full spectrum of banking options ranging from savings and checking accounts to home, auto, and personal loans, along with commercial real estate. Orion isn`t just a not-for-profit financial institution. We`re a community partner. We`ve spent 60 years sharing our profits with our members and the community. We believe that communities work best when they work together, and we aim to be the leading source of financial independence in the communities that we serve.