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Advyzon was founded in 2012 by a dedicated team of entrepreneurs with decades of experience implementing, servicing, and developing financial technology for financial advisors. Based in Chicago, Advyzon is an advisors complete technology solution and is 100% cloud-based. The integrated platform includes customizable performance reporting, flexible billing, client relationship management (CRM), configurable client web portals, document storage and business intelligence. By providing all of the key capabilities a firm needs to run their business, Advyzon helps advisors streamline their operations so they can focus on growing their business. We feel that technology should be simple to use, innovative and backed by exceptional client service, which are the core principles that Advyzon was founded on. Please visit www.advyzon.com to learn more.
Becker County Title Services is a Detroit Lakes, MN-based company in the Financial Services sector.
Omnibank, N.A. is one of the leading companies in the Financial Services sector.
CAARY is a fintech platform for small and medium-sized enterprises (SMEs), led by the CAARY corporate Mastercard. CAARY offers the most accessible and versatile credit on the market, with higher limits, no personal guarantees and infinitely more functionality than traditional cards. SMEs can expect integrated accounting, payment and expense functionality combined with no-fee cards, 1.5% cash back on all spend, fully digital sign-up and onboarding and same-day approvals. 98% of Canadian businesses are SMEs. Accessible credit cards, capital and fintech products are the tools to help them compete, grow and thrive.
Citadel provides banking, investments and insurance services to 159,000 customers and nearly 400 companies. At $2 billion in assets, it is one of the area’s largest locally owned financial institutions, proudly serving residents of Bucks, Chester, Delaware, Montgomery, and Philadelphia counties and the city of Lancaster.