| Name | Title | Contact Details |
|---|---|---|
Vance Adkins |
EVP of Finance/Treasurer | Profile |
Debra Rich |
Senior Vice President, Chief Project and Marketing Officer | Profile |
Merchants & Southern Bank aka M&S Bank is a Gainesville, FL-based company in the Financial Services sector.
First Trust is a Aurelia, IA-based company in the Financial Services sector.
St. Charles Bank is a Saint Charles, IL-based company in the Financial Services sector.
TIFIN is an AI-driven financial technology company founded in 2018 and based in Colorado, USA. With a team of 201–500 employees, TIFIN focuses on enhancing wealth outcomes through data science and technology. The company operates several subsidiaries, including 55ip, Paralel, Magnifi, TIFIN Wealth, TIFIN Give, and others, and is supported by notable investors like J.P. Morgan and Morningstar. TIFIN develops a range of platforms and applications tailored for financial services. Their offerings include TIFIN AG™, which helps wealth managers with client acquisition and retention, and Magnifi, an AI-powered investment platform that provides personalized recommendations. TIFIN@Work delivers customized financial solutions for workplaces, while TIFIN Wealth enhances advisor-client interactions. Other services include TIFIN Give for philanthropic strategies and Paralel for trust and custody services. TIFINs technology stack includes tools for data analytics and client insights, aimed at modernizing financial advice delivery for asset managers and wealth managers.
BCI Financial Corporation is a Cheshire, CT-based company in the Financial Services sector.