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First Mid Bancshares, Inc. is a community-focused organization headquartered in Mattoon, Illinois. First Mid offers customers Banking, Insurance, Wealth Management and Ag services throughout Illinois and eastern Missouri.
NatureTrak is the leading compliance and risk management solution for financial institutions serving the cannabis industry. Our technology provides a full suite of compliance tools that mitigates risk, provides real-time transparency, and maximizes efficiencies. Federal and state examination tested, NatureTrak`s comprehensive solution allows financial institutions to bank cannabis safely and profitably with features like pre-deposit validation, license verification, and automated SAR and CTR reporting. NatureTrak is revolutionizing how financial institutions are serving the emerging cannabis industry from seed to deposit. The company has successfully validated over $2 billion in cannabis-related transactions, including over $900 million in cash deposits and more than $250 million in tax payments.
Southern NH Bank is a Londonderry, NH-based company in the Financial Services sector.
CW Advisors (formerly Congress Wealth Management LLC) is a SEC-registered investment management firm, developing innovative wealth solutions for high-net-worth individuals, families, foundations and endowments. Though each of our clients needs are unique, there are common threads to what they seek from our firm; to protect and grow assets, superior service, and sound, objective advice. We go well beyond the services traditionally associated with wealth management by providing a fully integrated approach to financial planning, investment consulting and management, and specialty services tailored to your needs. We provide our clients with access to a unique blend of seasoned investment professionals employing a collaborative process designed to reach timely, well-reasoned investment decisions. In addition, we provide an unparalleled customer service model designed to ensure a deep understanding of your situation and goals, and awareness of the personal and family/business dynamics that influence financial planning choices. Our goal is to serve as center of service and stability to assist clients with stewarding their wealth, thereby ensuring the preservation and growth of their financial assets. Registration does not imply a certain level of skill or training.
Metropolitan National Bank is a New York, NY-based company in the Financial Services sector.