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NewtekOne, Inc. is a financial holding company and the parent organization of Newtek Bank, National Association. Established in 1998 and publicly traded since 2000, NewtekOne provides a wide range of business and financial solutions tailored for small- and medium-sized businesses (SMBs) across the United States. The company offers various services, including lending solutions such as small-balance unsecured term loans and lines of credit. It also provides payment processing options, cloud-based payroll and benefits services, technology solutions like web design and IT support, and accounting and advisory services through its 1-800Accountant division. NewtekOne emphasizes transparency and operational efficiency, utilizing its proprietary Newtek Advantage Cloud-Based Operating Platform and the NewTracker® platform for real-time reporting and compliance monitoring. This comprehensive approach positions NewtekOne as a valuable partner for SMBs in various industries.
Canon National Bank is a Canon City, CO-based company in the Financial Services sector.
Csc Employee Federal Cu is a El Segundo, CA-based company in the Financial Services sector.
Citizens State Bank of Pocahontas is a Pocahontas, IA-based company in the Financial Services sector.
Pathstone is The Family Office. Powered by innovation, built for every generation, and expertly delivered. Pathstone creates a distinct culture of innovation built on the timeless foundation of trust and service traditionally delivered by family offices. We deliver the ultimate client experience in an era of constant change. Who we serve: 1. FAMILIES & INDIVIDUALS - Family office benefits and solutions—simplified A comprehensive suite of family office services tailored to your specific requirements. Innovative solutions and strategies are designed to enhance your net results and achieve your objectives. Exclusive client experience crafted to your desired outcomes. 2. FAMILY OFFICES - Turbo-charge your existing family office Proprietary portfolio execution and reporting system designed to reduce fees, cut taxes, enhance results, and provide controls and information in ways we believe were not possible before. We provide creative solutions and tested strategies to complement your existing family office. Deep investment research, access, solutions, and tools to provide your family office the flexibility to outsource certain investment components. 3. FOUNDATIONS & ENDOWMENTS - Fiduciary advice to support your fiduciary responsibilities Investment counsel, process and solutions built to distinctively serve trustee and committee-directed portfolios. We provide results-oriented impact investment solutions inclusive of measurement and reporting tools. Comprehensive services to manage your complete back office or simply complement your existing organization. Locations in Arizona, California, Colorado, D.C. Metro, Florida, Georgia, Massachusetts, New Jersey, New York, Rhode Island, Texas, Washington, and Wyoming. For more information, please see our web site – www.pathstone.com