| Name | Title | Contact Details |
|---|
Wellfolio is a Arlington, VA-based company in the Financial Services sector.
First National Bank of Ames is a Ames, IA-based company in the Financial Services sector.
Optifino is a stealth fintech backed by some of Silicon Valleys best VCs. Marrying expertise in the financial, technology and life insurance industries. Our mission is to transform and demystify life insurance by systematically optimizing transparency, protection, tax management, and liquidity. By applying proprietary technology we have created a revolutionary solution designed to bridge the gap between life insurance and investing to deliver value at every interaction.
Cetera Financial Group is a prominent network of independent retail firms in the United States, comprising several broker-dealers, including Cetera Advisors LLC and Cetera Investment Services. The company is dedicated to empowering financial advisors, helping them achieve client success and grow their businesses. Cetera offers a diverse array of financial services and products. These include comprehensive wealth management solutions, a variety of investment products without proprietary bias, and efficient broker-dealer services through its self-clearing operations. The company also partners with banks and credit unions to enhance their investment programs and strengthen community ties. Serving over 455 financial institutions, Cetera focuses on building strong relationships that drive revenue growth. Majority-owned by Genstar Capital, Cetera is committed to delivering high-quality investment products and expanding services for its affiliated professionals. The company adheres to strict regulatory compliance, with all broker-dealers being members of the Securities Investor Protection Corporation (SIPC) and the Financial Industry Regulatory Authority (FINRA).
Queenstown Bancorp is a Queenstown, MD-based company in the Financial Services sector.