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Bank of Santa Clara offers a range of retail and commercial banking products and services primarily to consumers and small-to-medium size businesses in the Santa Clara County market. (Source: 10-K)
Dinsmore Compliance Services provides a full suite of compliance solutions for the growing independent financial industry as an affiliate of the national, full-service law firm, Dinsmore & Shohl LLP. DCS goes beyond the traditional compliance consulting model by having our team acting and serving as a member of our clients team. We leverage the experience from our day-to-day interactions to continuously strengthen our clients compliance programs while working to make compliance an asset to the firms business model and goals. Through broad practice experience and integrated working relationships, we help clients do more with compliance.
Eureka Savings Bank is a La Salle, IL-based company in the Financial Services sector.
Union Federal Savings Bank is a Providence, RI-based company in the Financial Services sector.
Wealth Partners Capital Group ("WPCG") serves as an investor in and partner to six nationally recognized RIAs: EP Wealth Advisors, MAI Capital Management, Merit Financial Advisors, Apella Capital, Waverly Advisors and True North Advisors. WPCGs mission, in partnership with these RIAs, is to identify, value, negotiate with and acquire smaller wealth advisory practices, and merge them into its partner firms. As of June 30, 2024, WPCG has executed 118 M&A transactions on behalf of its partner firms, representing over $43 billion in acquired AUA.