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Headquartered in Oconomowoc, First Bank Financial Centre (FBFC) is a full-service community bank focused on meeting the financial needs of local businesses and individuals. The bank has served southeastern Wisconsin since 1859 and has 13 full-service branch locations and six loan offices. The bank’s executive team and its 250-plus employees are committed to contributing to the success and vitality of the communities they serve. Established in 1859, FBFC has a rich heritage, a solid culture of giving, and a true passion for helping.
Central Bank and Trust is a Lander, WY-based company in the Financial Services sector.
United Bank and Trust is a Tecumseh, MI-based company in the Financial Services sector.
Millennium Bank is a Edwards, CO-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.