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Optima Financial and Insurance Services is a San Rafael, CA-based company in the Financial Services sector.
Thillens is a Chicago, IL-based company in the Financial Services sector.
CFG Merchant Solutions ("CFGMS") is a U.S. – based specialty finance, and alternative lending platform focused on providing capital access to small and mid-sized businesses (Merchants) in the United States that have historically been undeserved by traditional financial institutions and may have experienced challenges obtaining timely financing. The Company uses its historical transactional data, proprietary underwriting, predictive analytics, and electronic payment technologies and platforms to assess risk, and provide access to flexible and timely capital. CFGMS targets small to medium-sized businesses that intend to use proceeds in order to grow their businesses. Whether a business is looking to purchase inventory or equipment, bridge seasonality, support expansion, or invest in marketing and advertising, CFGMS can cater a working capital solution that meets those needs.
Allworth Financial is an independent wealth management firm based in Sacramento, founded in 1993. The firm offers comprehensive financial planning and investment management services, managing approximately $16 billion in assets for over 22,000 clients across 33 offices nationwide. Their services include retirement planning, investment management, estate planning, tax guidance, and insurance planning. Allworth Financial also provides 401(k) plan management for businesses, operating under a fiduciary model that prioritizes client interests. The firm has grown through strategic mergers, including a notable merger with Simply Money Advisors in 2018, and has received industry recognition, including being named a top 50 national RIA by Barron’s. Allworth Financial focuses on transparency and personalized planning, utilizing advanced tools to enhance wealth management. Their "Allworth Advantage" framework integrates various financial strategies, supported by a team of dedicated advisors, including tax and estate planning experts.
Gold Bank is a Overland Park, KS-based company in the Financial Services sector.