| Name | Title | Contact Details |
|---|
InvestCloud is the global software leader in digital transformation for the wealth management industry, and the US leader for personalisation and scale across Advisory programs including unified managed accounts (UMA) and separately managed accounts (SMA). InvestCloud today supports over $6 trillion of assets with over 550 direct clients, including banks and wealth managers, private banks, and asset managers. The company offers digital client and advisor experiences and tools that enable the development of front-office wealth management solutions, and UMA/SMA portfolio management, trade execution, accounting, model management and performance investment solutions, resulting in best-in-class experiences and operations for the wealth and asset management industry. Headquartered in New York, InvestCloud has offices around the world including the United States, Canada, United Kingdom, Switzerland, Italy, Singapore, Japan, and Australia.
Advantage Bank is one of the leading providers in Financial Services. It is based in Lafayette, CO. To find more information about Advantage Bank, please visit www.advantagebank.com
Keystone Recovery is a East Brunswick, NJ-based company in the Financial Services sector.
At Midwest Heritage, a Hy-Vee company, is a full service financial center offering banking, investments and insurance. We believe that your time is important. That`s why we offer extended business hours, seven days a week at our six in-store Hy-Vee locations. We also offer two branch locations in West Des Moines and Chariton, Iowa. For those times when you can`t get into a branch location, we offer convenient online and mobile banking. With Midwest Heritage Bank you will experience the personal, friendly service of a community bank with all of the services and conveniences of a larger bank. Our business is located in central Iowa, and our decisions stay local. We take pride in the fact that our service is faster, friendlier and more personal because your banking is handled right here. Our motto is “Helping you balance it all.” We are able to accomplish this through our wide array of products and services. In addition to being able to handle all of our traditional banking needs, we also offer financial planning and insurance services. As a Hy-Vee company, we promise to serve you with a helpful smile and give you the attention you deserve. Midwest Heritage is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran
Oregon Pacific Bancorp is one of the leading companies in Financial Services industry. Oregon Pacific Bancorp is based in Florence, OR. You can find more information on Oregon Pacific Bancorp at www.opbc.com