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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.
Root River State Bank is a Chatfield, MN-based company in the Financial Services sector.
Founded in 2019, ETHIC, a Wealth Bank, provides one comprehensive platform of integrated banking and wealth management services, customized solutions, transactional ease, and exceptional customer service for New England`s expansive high-net-worth community. ETHIC was developed to meet the banking and wealth planning needs of every generation and support clients in living a life in which their values are prioritized, personal and professional endeavors are achieved, and goals are realized. ETHIC is committed to shifting the lens on wealth, adhering to a style of customer service that prioritizes people before financials. ETHIC is unique in that it is one place that efficiently and comprehensively takes care of all banking and wealth planning needs. ETHIC`s headquarters are located at 125 High Street in Boston, MA.
American Eagle Bank is a South Elgin, IL-based company in the Financial Services sector.
Synovos Financial is a Columbus, GA-based company in the Financial Services sector.