| Name | Title | Contact Details |
|---|
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.
328 Capital Partners is at the forefront of financial innovation, specializing in algorithmic trading in the market of illiquid derivatives. We redefine boundaries, leveraging market complexity and algorithmic trading to identify and capitalize on opportunities that are often invisible to other investors. Our commitment to technology and analytics transforms trading challenges into opportunities.
Northwoods State Bank is a Mason City, IA-based company in the Financial Services sector.
Since 1964, Community National Bank & Trust has been dedicated to helping individual and business customers succeed. The mission statement of Community National is to be the bank of choice by providing exceptional service to our customers and a fair return to our shareholders. Our goal is always to serve the best interests of our communities. For this reason, Community National receives recognition from two national rating services for its financial strength. BauerFinancial gives Community National a 4-Star “Excellent” rating indicating it has well over the capital that regulators require, is profitable and has kept its delinquent loans in check. In addition, Bankrate, Inc. gives the bank a 4 star Sound rating. Community National believes strongly in giving back to the communities it serves both through employee involvement in the community and by supporting local projects. In addition to its location in Corsicana (2), Community National also has locations in Buffalo, Burleson, Fairfield, Frost, Lake Worth, Mineral Wells, Possum Kingdom, Red Oak, Richland Chambers, Waxahachie (Loan Production Office), Weatherford and White Settlement. The bank is owned by Community Bank Holdings of Texas based in Corsicana and has assets of approximately of $715 million with 180 employees. Its trust and investment department manages over $255 million for local individuals, businesses and charitable foundations, and it makes charitable grants totaling over $635,000 annually to local non-profit organizations.
Pacific Coast Escrow is a Indian Wells, CA-based company in the Financial Services sector.