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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.
HomeTrust Bank is a regional, community-focused, full-service commercial bank committed to providing value added relationship banking. Take advantage of local lenders, local market savvy, and personal attention…. As your business grows, your financial needs expand as well. Our leadership team of seasoned local bankers offer years of experience in crafting solutions your business needs to grow. We approach each opportunity as a trusted partner to the business owner focused on truly understanding your business. Our bankers provide expert advice along with innovative banking solutions tailored to meet your Capital and Treasury Management needs. HomeTrust Bank is headquartered in the vibrant, eclectic mountain city of Asheville, NC. We are a community-focused financial institution committed to providing value added relationship banking through our talented, service- focused people for both personal and commercial banking. HomeTrust Bancshares, Inc. is the holding company for HomeTrust Bank. As of June 30, 2023, the Company had assets of $4.6 billion. The Bank, founded in 1926, is a North Carolina state chartered, community-focused financial institution committed to providing value added relationship banking through over 30 locations as well as online/mobile channels. Locations include: North Carolina (including the Asheville metropolitan area, the "Piedmont" region, Charlotte, and Raleigh/Cary), Upstate South Carolina (Greenville), East Tennessee (including Kingsport/Johnson City, Knoxville, and Morristown) Southwest Virginia (including the Roanoke Valley) and Georgia (Greater Atlanta).
Teamshares Inc. is an employee ownership platform for small business, driven by proprietary software, education, and financial products. Its mission is to create $10 billion of new wealth for employees through stock ownership. The company buys traditional small businesses from retiring owners to make them 80% employee-owned within 20 years, and provides the companies with new leadership, financial education, equity management software, and financial products. Teamshares is the market leader for small business employee ownership, with 84 companies acquired to date. The result is a network of financially durable companies that never have to be sold again—to the benefit of retiring owners, employee owners, companies, and local economies alike. Founded in 2019, the company has 140 employees across the U.S. and Canada.
Bristol County Savings Bank, founded in 1846, is a full-service financial institution offering commercial lending, personal and business banking, and mortgage services. The Bank’s Financial Advisory Services division has successfully assisted businesses, individuals and non-profits with the management of their assets since 1989. In addition, the Bank also offers quality property and casualty insurance options for its customers through its majority-owned insurance partner, FBinsure. The Bank’s steady growth and expansion has resulted in $1.8 billion in assets and just over 400 employees in southeastern Massachusetts and Rhode Island. The key words at Bristol County Savings Bank are: "Commitment, Stability, and Community," values that are combined with state-of-the-art technology to meet the needs of its customers. A dedicated local community bank for over 169 years, Bristol County Savings Bank is actively involved in giving back to all the communities it serves both through financial support and the volunteerism of its people. The Main Office and Corporate Headquarters of Bristol County Savings Bank are located on Broadway in Taunton, Massachusetts.
Alliant Health Plans is a Calhoun, GA-based company in the Financial Services sector.