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As a diversified financial services company, SWBC provides financial institutions, businesses, and individuals a wide range of insurance, mortgages, wealth management, employee benefits, and more. Headquartered in San Antonio, Texas, SWBC has partners and divisions across all 50 states and manages business around the world. No matter how wide its reach, SWBC always listens to our customers` needs, analyzes their current situations, and recommends customized solutions.
Volunteer Corporate Credit Union (VolCorp) is a not-for-profit financial cooperative that serves natural person credit unions nationally. We were organized for the express purpose of providing low-cost financial services and competitive investment and lending rates to our member/owners, and are guided by a volunteer board of directors. VolCorp is totally owned and directed by our member credit unions. Profit is not the driving force; rather VolCorp exists solely for the benefit of our member credit unions, which is a significant difference from other financial institutions. With a national field of membership, we currently serve over 330 credit unions throughout Tennessee, Kentucky, Alabama, California, Florida, Georgia, Indiana, Louisiana, Maryland, Michigan, Minnesota, Missouri, Mississippi, North Carolina, South Carolina, Virginia and Wisconsin. VolCorp has over $1.3 billion in total assets.
Segal Advisors is a New York, NY-based company in the Financial Services sector.
Through uncompromising investment in people and technology, tru Independence delivers the premier consulting and services platform for wealth management firms seeking independence. We diligently focus on and invest in our three core disciplines of investment consulting, business consulting and new business development. To deliver unrivalled excellence, we leverage key relationships by outsourcing to the best providers and platforms. Our consultative sales process is defined by simplicity, clarity and transparency, grounded on the belief that our partners can best control their future by owning the equity of their firms. Drawing upon our decades of industry experience, we are committed to ensuring that our partners maximize their enterprise value.
Copper Rock Capital Partners is a Boston, MA-based company in the Financial Services sector.