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Founded in 1934 as San Diego Metropolitan Credit Union (SDMCU) to serve City employees, and re-established in 2018 as Wheelhouse Credit Union to serve all of San Diego, we have deep roots in the community and are committed to helping our Members and our beautiful City thrive. Our new brand is a reflection of our laid-back and inclusive culture, as well as our expertise and strength in financial services. We are a full-service, not-for-profit, financial institution with a steadfast commitment to eco-friendly initiatives. We help San Diegans achieve their financial goals through high-yield deposit accounts, low-rate loans, investment services, financial education and more. We serve our City and local communities as San Diego`s #1 Solar Financing Lender, through scholarship opportunities, Green initiatives, volunteering and more. Wheelhouse Credit Union is San Diego Made, and Proud.
Vidalia Federal Savings Bank is a Vidalia, GA-based company in the Financial Services sector.
Fidelity Investments is a leading financial services company based in Boston, Massachusetts. Founded in 1946 by Edward C. Johnson II, it has grown to become one of the largest retail investment firms globally. Fidelity is recognized for its innovative financial management solutions, catering to individual investors, employers, and institutional clients. The company offers a wide range of services, including financial planning, commission-free trades, and educational resources for individual investors. For employers, Fidelity develops comprehensive benefit programs that encompass retirement savings, health and welfare services, and student loan repayment options. Institutional clients benefit from Fidelity Institutional Asset Management, which provides extensive research and tailored investment solutions. With over 21 million individual and corporate customers, Fidelity is a major player in the mutual fund and discount brokerage markets. The company also partners with more than 29,500 businesses and over 15,900 wealth management firms, emphasizing its commitment to innovation and customer satisfaction in the financial services industry.
ShoreBank Corporation is a Chicago, IL-based company in the Financial Services sector.
SUMA Wealth is the leading financial technology company devoted to increasing prosperity, opportunity, and financial inclusion for young, U.S. Latinos. SUMAs innovative approach deploys technology to build financial tools that are engaging, culturally relevant, and useful to the community. SUMA also creates user-centric content and brand-based experiences that inspire, inform and empower the community to build wealth and control their financial future.