| Name | Title | Contact Details |
|---|
iJoins highly personalized goal-based retirement plan experience helps people immediately understand their retirement funding needs and encourages simple actions to get on track. The platform presents an easy to deploy Advisor Managed Account program, natively integrated financial education and wellness tools, a powerful participant email communications engine, and a data analytics dashboard to engage employers and demonstrate value. Were committed to personalizing retirement success™ and making it easy for millions of savers to get on a path to better retirement outcomes.
Square 1 Bank, a division of Pacific Western Bank, is a full-service financial services partner to entrepreneurs and their investors. Founded in 2005 by a group of seasoned venture bankers, Square 1 provides clients flexible resources and attentive service to help their companies grow. Square 1 offers a broad range of venture debt, treasury and cash management solutions through offices in top innovation centers: Atlanta, Austin, the Bay Area, Boston, Chicago, Denver, Durham, Los Angeles, Minneapolis, New York, San Diego, Seattle and Washington, DC.
Progressive Ozark Bank is a Salem, MO-based company in the Financial Services sector.
First State Bank Shannon-Polo is a Shannon, IL-based company in the Financial Services sector.
Insigneo is an international wealth management firm that provides a wide range of services and technologies for investment professionals and their clients. With a strong global presence, the company is backed by a management team with over 300 years of combined experience in complex financial markets. Insigneos roots trace back to the Hencorp Group of Companies, which has been delivering diverse financial services for over 40 years. The firm offers expert market guidance, innovative financial solutions, and personalized service through experienced teams. Insigneo also provides online investment management solutions, enabling clients to manage their investments remotely. The company supports over $26.5 billion in client assets and serves more than 31,000 active clients, including over 280 investment professionals and more than 68 institutional firms. Insigneo Securities, LLC, a subsidiary of Insigneo Financial Group, LLC, operates as a registered broker-dealer and is a member of FINRA and SIPC.