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USXA is a full-service accounting firm offering tax, audit and assurance, business valuation, outsourced CFO, and more.
Oakbridge Insurance is a prominent independent insurance and risk management agency with over 100 years of experience. Founded with a mission to enhance the insurance industry through community-focused service, Oakbridge combines the flexibility of an independent agency with the resources of a larger brokerage. As of 2023, it operates under Audax Private Equity, providing a range of commercial and personal insurance solutions. The company specializes in commercial property and casualty insurance, employee benefits, surety bonds, personal property and casualty insurance, and risk management services. Oakbridge operates through a partnership model, having expanded from four founding agencies to 13 partner firms by 2022, employing 280 people. The agency fosters a collaborative culture, emphasizing trust and long-term relationships with clients. In 2022, Oakbridge was recognized as a Top 100 Property/Casualty Agency by *Insurance Journal*, highlighting its strong position in the industry.
IDB Bank is an American multinational private and commercial bank headquartered in New York City. It operates in the United States, Latin America, and Israel, and is chartered by the State of New York. As a member of the Federal Deposit Insurance Corporation (FDIC), IDB Bank provides a range of financial services. The bank offers personal banking services, including checking and savings accounts, credit cards, personal loans, and mortgages. For businesses, it provides commercial loans, lines of credit, cash management services, and business checking accounts. Additionally, IDB Bank offers investment products and wealth management services, catering to both individual and business financial needs. With a history dating back to 1949, IDB Bank has evolved from a representative office to a full-service bank, reflecting its commitment to serving a diverse client base across its operational regions.