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Fidelity Bank of Florida, N.A. is a Merritt Island, FL-based company in the Financial Services sector.
State Bank Of Illinois is a South Elgin, IL-based company in the Financial Services sector.
Addi is a Colombian financial technology company founded in 2018, based in Bogotá. It specializes in Buy Now Pay Later (BNPL) solutions and digital banking services, aiming to enhance digital commerce in Latin America. The company has raised $462.8 million in funding, with a significant investment of $36 million in its latest round. Addi offers BNPL solutions that allow consumers to split purchases into interest-free installments through partnerships with merchants. It also provides digital banking services, including credit cards and a mobile app for managing payments and tracking installments. The company utilizes data analytics and machine learning to assess credit risk and tailor financial solutions, focusing on the underbanked population in the region. Addi emphasizes a customer-centric approach, ensuring transparency and quick credit approval.
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.
California Bank and Trust is a San Diego, CA-based company in the Financial Services sector.