| Name | Title | Contact Details |
|---|
Bank of the West is a regional financial services company chartered in California and headquartered in San Francisco with $71.7 billion in assets. Founded in 1874, Bank of the West provides a wide range of personal, commercial, wealth management and international banking services through more than 650 offices in 22 states and digital channels. Bank of the West is a subsidiary of BNP Paribas, which has a presence in 75 countries with 180,000 employees.
American National Bank & Trust Inc is a Chicago, IL-based company in the Financial Services sector.
AgSouth provides loans for agriculture and agriculture-related businesses, equipment, vehicles and facilities. The association also makes secondary home loans for rural home purchases, construction, and refinancing.
Floridian Bank Inorganization is a Daytona Beach, FL-based company in the Financial Services sector.
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.