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Bravera is a community bank based in Dickinson, North Dakota, with a history that dates back to the early 1900s. It has expanded through strategic acquisitions and now serves communities across North Dakota, Montana, and Minnesota, operating 28 to 31 branches and employing over 500 people. With assets of approximately $3.1 billion, Bravera offers a comprehensive range of financial services under Bravera Holdings Corp., which includes banking, wealth management, and insurance. The bank caters to a diverse customer base, including farmers, ranchers, small to medium-sized businesses, and retail customers. Bravera focuses on community involvement and aims to enhance the financial health of the regions it serves. Its banking operations are supported by advanced technology through a partnership with Jack Henry, which improves customer experience, particularly in digital banking. Bravera is dedicated to providing integrated financial solutions that meet the needs of its customers while fostering stability and growth in the communities it serves.
Legacy National Bank is a Springdale, AR-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
First National Bank is a Williamson, WV-based company in the Financial Services sector.
Flatiron Credit Company is a Denver, CO-based company in the Financial Services sector.