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Focus Financial Partners Inc. is a prominent American company that invests in independent, fiduciary wealth management firms. Listed on the Nasdaq stock exchange, it operates as a partnership of financial planning, benefit, and investment consulting firms. The company focuses on supporting Registered Investment Advisers (RIAs) and assists large investment-management teams in transitioning from brokerage houses to their own independent firms through the Focus Independence program. The company provides its partner firms with access to best practices, resources, and synergies that help them achieve their business goals while maintaining their entrepreneurial independence. Focus Financial Partners also expanded its relationship with CAIS to enhance access to third-party funds and streamline alternative investment processes, supporting advisors in managing these investments more efficiently. Through its network, Focus serves high-net-worth individuals, families, and institutions, offering comprehensive financial planning and investment management services.
Peoples Savings is a West Liberty, OH-based company in the Financial Services sector.
Sterling Bancshares (Sterling Bancshares)is a bank holding company that operates through its subsidiary, Sterling Bank (the Bank).
Cordia Bancorp Inc. is a public bank holding company founded in 2009 seeking to invest in undervalued community banks and pursue organic and strategic growth in the Mid-Atlantic banking market. Substantially all of the assets of Cordia consist of its investment in Bank of Virginia. Bank of Virginia provides retail banking services to individuals and commercial customers through four full-service and two ATM-only banking locations in the greater Richmond market, including Chesterfield and Henrico Counties and Colonial Heights, Virginia.
With a smart approach to financing, National Bank of Arizona understands the entrepreneurial spirit of Arizona business. Founded in Tucson in 1984, NB|AZ is a full-service community bank offering unique business and personal financial solutions that help customers manage and grow their bottom line. With more than $4.5 billion in assets, NB|AZ is backed by the strength of Zions Bancorporation, one of the top 20 domestic bank holding companies in the U.S. with total assets of $53 billion. NB|AZ operates branch locations in more than 50 communities supporting the vision of successful individuals and businesses throughout the state of Arizona. Stop by any of the more than 70 branches of NB|AZ for local and personalized service from a loyal banking partner.