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Bank of Ann Arbor is a locally owned and operated bank with total assets and assets under management of over $1.5 billion, serving people and businesses throughout Washtenaw County and Plymouth.
Triad Partners is a financial services organization based in Sugar Land, Texas, founded in 2020. The company focuses on empowering financial advisors to grow their businesses while maintaining personal fulfillment and work-life balance. Triad Partners operates under the principle of "Do Business and Do Life" (DBDL), aiming to create significance beyond just financial metrics. The company offers a range of services, including coaching and development tailored to help advisors refine their vision and build effective teams. Triad also fosters community building through a network of elite advisors, known as "The Movement," who collaborate for professional and personal growth. Additionally, its T3 division provides branding and creative services to help advisors differentiate themselves in competitive markets. Triad Partners emphasizes educational frameworks and operational tools to enhance efficiency while supporting advisors personal freedom.
Sun Security Bank is a Saint Peters, MO-based company in the Financial Services sector.
TIFIN is an AI-driven financial technology company founded in 2018 and based in Colorado, USA. With a team of 201–500 employees, TIFIN focuses on enhancing wealth outcomes through data science and technology. The company operates several subsidiaries, including 55ip, Paralel, Magnifi, TIFIN Wealth, TIFIN Give, and others, and is supported by notable investors like J.P. Morgan and Morningstar. TIFIN develops a range of platforms and applications tailored for financial services. Their offerings include TIFIN AG™, which helps wealth managers with client acquisition and retention, and Magnifi, an AI-powered investment platform that provides personalized recommendations. TIFIN@Work delivers customized financial solutions for workplaces, while TIFIN Wealth enhances advisor-client interactions. Other services include TIFIN Give for philanthropic strategies and Paralel for trust and custody services. TIFINs technology stack includes tools for data analytics and client insights, aimed at modernizing financial advice delivery for asset managers and wealth managers.
BAN is a Paducah, KY-based company in the Financial Services sector.