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Kingsview Partners is an independent wealth management and advisory firm based in the United States, founded in 2008. The firm operates as a fiduciary, focusing on personalized financial solutions for clients who value transparency and a client-first approach. By combining a customized advisory style with the resources of large custodial partners, Kingsview adapts strategies to meet individual client needs while ensuring operational integrity. The firm offers a range of services, including personalized wealth management, comprehensive financial planning, and asset management. Kingsview also provides private client services for those with complex financial needs, acting as a personal CFO. Additionally, it supports financial advisors seeking independence by offering compliance solutions, technology, and operational assistance. Kingsview Partners serves a diverse clientele, including both high-net-worth and non-high-net-worth individuals, as well as institutional investors. The firm emphasizes fiduciary responsibility and transparent advice, ensuring that client interests are always prioritized.
Henry State Bank is a Henry, IL-based company in the Financial Services sector.
BancVue empowers community banks and credit unions to win back market share from megabanks. Our Kasasa product strategy provides the ultimate silver bullet against megabanks: strategic co-opetition. BancVue’s complete Success Formula is a holistic approach proven to drive bottom-line results for our financial institution partners, including: substantial lifts in non-interest income and profit-per-account while attracting younger account holders with greater retention and wallet share. This Success Formula combines groundbreaking Kasasa accounts and products, scale-driven marketing, advanced online solutions, data-driven consulting, compliance, training, and ongoing support. The flagship Kasasa brand of products is a whole new approach to banking. Through the power of co-opetition, it gives community banks and credit unions marketing power that rivals the megabanks and consumer products that are superior to megabank products. It provides community financial institutions the opportunity to unite for growth while enhancing their individual brand identity. BancVue invites all credit unions and community banks to attend the monthly BTAN Executive Conference, an all-expenses-paid trip to our Austin headquarters. You’ll enjoy a deeper dive into the Kasasa Success Formula with your peers and existing BancVue clients, uncovering the proven path to your institution’s growth.
Westbury Bank is a West Bend, WI-based company in the Financial Services sector.
Securant Bank & Trust is a Milwaukee, WI-based company in the Financial Services sector.