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Montecito Bank & Trust is a locally owned community bank founded in 1975. It is known for its ongoing support of the community through unique giving programs like Anniversary GrantsSM and Community Dividends(R), which annually gifts $1 million to more than 150 local nonprofits.
Founded in 1902, the First National Bank in Altus has begun its second century of serving Altus and Southwest Oklahoma. From the original location at the intersection of Main and Broadway, First National has grown to an institution with assets in excess
Found is on a mission to make self-employment easier. With business banking and smart, simple financial tools, we help people seamlessly run their own businesses. With over half the U.S. workforce predicted to be self-employed by 2027, were proud to be meeting a real and growing need. Self-employment can be infinitely rewarding, but it comes with a host of challenges. When you are your business, even when the job is done, theres still a ton of work to do—from bookkeeping to invoicing to taxes. The independence of entrepreneurship can instead feel like a maze of paperwork. Thats where we can help. Found automatically tracks expenses, estimates taxes, and keeps the books organized, all from one easy app. With a Found account, everything from business banking to invoicing to reporting is at your fingertips. In the words of one of our members, "it has given me so much financial freedom and free time." Were driven by our mission and we work in support of entrepreneurship, independence, and the sheer joy of loving what you do. Come love what you do at Found. Found is a financial technology company, not a bank. Banking services are provided by Piermont Bank, Member FDIC. The Found Mastercard debit card is issued by Piermont Bank pursuant to a license from Mastercard Inc.
A leader in the private placement space, Axcelus Financial provides innovative and customized insurance-based solutions to help high-net-worth and institutional clients grow and preserve their assets. Formerly Lombard International US & Bermuda, the new Axcelus name and brand was officially adopted as of Monday, January 22, 2024. As Axcelus Financial, we leverage three decades of experience and trusted leadership in the insurance industry to understand our clients unique needs and challenges, and we are committed to meeting them with the highest levels of service. For institutions, our Global Institutions practice provides investment managers and their institutional client base (both domestic and non-U.S.) with unique, tax-efficient structures to access U.S. private markets. For individuals and families, our extensive expertise in Private Placement Life Insurance and Annuities enable us to curate solutions that efficiently and effectively address the unique goals, needs, and tax implications of high-net worth and ultra-high-net-worth individuals and families in the U.S. and around the globe. Visit our website Axcelus.com to learn more about our business.
Addition Financial is a member-owned, not-for-profit financial cooperative, offering comprehensive financial solutions that help members achieve their financial goals. We exist solely for the benefit of our members, and we return our profits to them in the form of lower loan rates, higher dividends on savings, and lower fees. Our members have built Addition Financial into a billion dollar institution, rated 5-stars for our strength and security. And in return, Addition Financial has been there for our members and the communities we serve throughout Central Florida, since 1937