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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.
Universal Wealth is lead by Andre L. Pennington, an Inc. 5000 CEO and Forbes Finance Council member, and one of the nations foremost leading Firms in financial planning, estate planning, asset protection, and tax strategies for high-net-worth clients. Universal Wealth is at the forefront of integrating financial planning, asset protection, estate planning, and tax strategies into a unified discipline. Universal Wealths innovative approach includes utilizing irrevocable trust to help clients eliminate capital gains tax on the sale of appreciated real estate and businesses. This enables clients to eliminate capital gains tax, preserving their wealth and allowing for strategic reinvestment. Additionally, Universal Wealth specializes in business tax strategies that leverage taxable income into exemptions and usable money for business growth, ensuring clients maximize their financial potential and operational expansion. Andres thought leadership and pioneering strategies have earned the him features in prestigious publications such as Forbes, Fortune, The Wall Street Journal, The New York Times, USA Today, and Super Lawyers Magazine.
The world is changing faster than ever, and we believe that being prepared for the future is how you can grow with confidence. That`s why we`re embracing innovation and leveraging new technologies that enable us to deliver better banking experiences today while looking forward to tomorrow. We`re one of only a few banks in the country offering traditional banking solutions to crypto-related businesses. We believe in challenging the status quo, which is why we`re working side by side with some of the most innovative FinTech companies around the world to offer next-gen banking solutions and help our customers be ready for tomorrow. We`re also committed to attracting and retaining experienced and talented employees – because we know that people make the difference. We`re constantly improving how we serve our faithful customer base while also attracting new businesses from a wide variety of industries.
The Bank of Commerce is a Idaho Falls, ID-based company in the Financial Services sector.
EMS Management & Consultants, Inc. (EMS|MC) is a prominent third-party billing and consulting firm dedicated to the Emergency Medical Services (EMS) industry. Established in 1996 by a paramedic, EMS|MC has become the largest billing services provider for EMS agencies, serving over 1,500 providers across the United States, including hospital systems, municipalities, and private companies. The company specializes in revenue cycle management, offering comprehensive billing services and proprietary SaaS software, EMSmart™, to enhance compliance and revenue performance. EMS|MC also provides consulting and advisory services through its partnership with PWW Advisory Group, helping EMS providers navigate regulatory changes and improve operational decisions. Additionally, they offer supplementary revenue programs, operational tools, and crew analysis services to support EMS agencies in maintaining compliance and efficiency. EMS|MC is committed to empowering EMS providers with innovative technology and expert guidance, allowing them to focus on delivering quality care.