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Sylvain BARTHELEMY is a Saratoga, CA-based company in the Financial Services sector.
Wealth Partners Capital Group ("WPCG") serves as an investor in and partner to six nationally recognized RIAs: EP Wealth Advisors, MAI Capital Management, Merit Financial Advisors, Apella Capital, Waverly Advisors and True North Advisors. WPCGs mission, in partnership with these RIAs, is to identify, value, negotiate with and acquire smaller wealth advisory practices, and merge them into its partner firms. As of June 30, 2024, WPCG has executed 118 M&A transactions on behalf of its partner firms, representing over $43 billion in acquired AUA.
Grandpoint Bank and our divisions, serving southern California, Arizona and southern Washington, have built a reputation for taking great care of our clients – businesses and their owners, professionals, and entrepreneurs – by creatively applying traditional banking products and services in customized ways. At Grandpoint, we love what we do and we share a passion for helping clients succeed. We know what it takes to launch and a run a business, and we understand the challenges our clients face. We bring good business sense, a collaborative, can-do attitude and a deep understanding of banking to every relationship. Grandpoint Bank’s seven-branch network in L.A. and Orange counties is built on community bank lineages with proud histories, deep roots and enduring legacies. Our divisions, San Diego-based Regents Bank, Arizona’s Bank of Tucson and The Biltmore Bank of Arizona in Phoenix, retain separate, well respected brands, and regional autonomy in their markets. No matter where our clients bank, they enjoy access to our complete network of banking offices and banking experts. We are proud of our superior five-star rating for strength, stability and soundness from BauerFinancial, a highly regarded independent rating and research firm. BauerFinancial only awards five-star ratings to banks that are considered to be the strongest in the nation. Grandpoint Bank is a wholly owned subsidiary of Grandpoint Capital, Inc., a bank holding company, headquartered in Los Angeles.
At Community State Bank we think it`s important that our customers know a little about the friendly faces they see when they visit us at the bank. They`re sure to see those same dedicated people out-and-about in the community as well; volunteering, leading, and lending their talents to help our community grow.
First Trust and Savings Bank is a Moville, IA-based company in the Financial Services sector.