Financial Planning - Fintech Integration Marketplace - Page 3 of 10

Integrations: 0

Partnership: 0

Jiko is a fintech company that automatically invests money in liquid US government-backed securities. Jiko offers brokerage services to retail...

Integrations: 0

Partnership: 0

Umpqua Bank

Commercial Banking, Core Banking, Financial Planning, Lending, Mortgage, Online Banking, Private Banking

Umpqua Holdings Corporation operates as the holding company for Umpqua Bank and Umpqua Investments, Inc. that provide commercial, and retail...

Integrations: 0

Partnership: 0

Blackhawk Bank

Commercial Banking, Core Banking, Financial Planning, Investment Research, Lending, Mortgage, Online Banking, Payment Platforms, Private Banking

Blackhawk Bank operates eight banking centers in south central Wisconsin and north central Illinois, along the I-90 corridor from Elgin,...

Integrations: 0

Partnership: 0

Community Resource

Commercial Banking, Core Banking, Financial Planning, Identity Verification, Lending, Life Insurance, Mortgage, Online Banking, Private Banking, Retirement Planning, Trading

Originally formed by a group of Humble Oil Employees in 1935, CRCU is the oldest local financial institution in the...

Integrations: 0

Partnership: 0

First Carolina Bank

Commercial Banking, Core Banking, Financial Planning, Lending, Mortgage, Online Banking, Portfolio Management, Private Banking, Tax Planning

First Carolina Bank is dedicated to making a positive impact in all of communities. They do this by giving back...

Integrations: 0

Partnership: 0

American Airlines Federal

Commercial Banking, Core Banking, Financial Planning, Lending, Mortgage, Online Banking, Private Banking, Retirement Planning

American Airlines Federal Credit Union was founded in 1936 by nine American Airlines employees with the goal of creating a...

Integrations: 0

Partnership: 0

SpareBank 1

Auto Insurance, Commercial Banking, Core Banking, Financial Planning, Lending, Mortgage, Online Banking, Private Banking, Retirement Planning

Sparebanken Telemark, doing business as SpareBank 1 Telemark, operates as a bank. The Bank accepts deposits and makes loans, as...

Integrations: 0

Partnership: 0

KEMBA Financial

College Planning, Commercial Banking, Core Banking, Financial Planning, Investment Research, Lending, Online Banking, Portfolio Management, Retirement Planning

Unlike a bank or savings institution, credit unions are founded on democratic, cooperative principles. Members have equal rights to vote...

Integrations: 0

Partnership: 0

Coastal

College Planning, Cybersecurity, Financial Planning, Investment Research, Lending, Mortgage, Retirement Planning, Risk Management

As a not-for-profit, member-owned, financial cooperative, Coastal is committed to providing members with the financial services they need, when and...

Integrations: 0

Partnership: 0

Credit Human

College Planning, Financial Planning, Lending, Life Insurance, Mortgage, Portfolio Management, Retirement Planning

Chartered in 1935, Credit Human is a $2.7 billion credit union serving 250,000 members in 43 states across the U.S....