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Presidio Bank is a San Francisco, CA-based company in the Financial Services sector.
Fidelity Investments is a leading financial services company based in Boston, Massachusetts. Founded in 1946 by Edward C. Johnson II, it has grown to become one of the largest retail investment firms globally. Fidelity is recognized for its innovative financial management solutions, catering to individual investors, employers, and institutional clients. The company offers a wide range of services, including financial planning, commission-free trades, and educational resources for individual investors. For employers, Fidelity develops comprehensive benefit programs that encompass retirement savings, health and welfare services, and student loan repayment options. Institutional clients benefit from Fidelity Institutional Asset Management, which provides extensive research and tailored investment solutions. With over 21 million individual and corporate customers, Fidelity is a major player in the mutual fund and discount brokerage markets. The company also partners with more than 29,500 businesses and over 15,900 wealth management firms, emphasizing its commitment to innovation and customer satisfaction in the financial services industry.
Regal Bank is a Owings Mills, MD-based company in the Financial Services sector.
Corient is a fiduciary, fee-only wealth management firm that operates as a private partnership. Formerly known as CI Private Wealth, the company rebranded to Corient in August 2023, emphasizing its client-oriented approach. Corient is dedicated to helping clients achieve their financial goals, simplify their lives, and create lasting legacies. The firm offers a range of comprehensive wealth management services, including investment and financial planning, tax strategies, and trust services. Corient tailors its offerings to various client groups, such as individuals and families, athletes and entertainers, business owners, corporate executives, and healthcare professionals. The firm also provides specialized guidance for divorcing individuals, entrepreneurs, and foundations, ensuring that each clients unique financial needs are met effectively.
Kingsview Partners is an independent wealth management and advisory firm based in the United States, founded in 2008. The firm operates as a fiduciary, focusing on personalized financial solutions for clients who value transparency and a client-first approach. By combining a customized advisory style with the resources of large custodial partners, Kingsview adapts strategies to meet individual client needs while ensuring operational integrity. The firm offers a range of services, including personalized wealth management, comprehensive financial planning, and asset management. Kingsview also provides private client services for those with complex financial needs, acting as a personal CFO. Additionally, it supports financial advisors seeking independence by offering compliance solutions, technology, and operational assistance. Kingsview Partners serves a diverse clientele, including both high-net-worth and non-high-net-worth individuals, as well as institutional investors. The firm emphasizes fiduciary responsibility and transparent advice, ensuring that client interests are always prioritized.