Wealth Management - Fintech Integration Marketplace - Page 8 of 45

Integrations: 2

Partnership: 0

Analytics, Authentication, Automation, Compliance, Cybersecurity, Identity Verification, Other, Portfolio Management, Portfolio Reporting, Risk Management, Security, Technology, Trading, Wealth Management

Siepe is a public cloud managed services and data analytics provider, designed specifically to address the technology needs of traditional...

Integrations: 0

Partnership: 0

Washington Trust Bank

Commercial Banking, Lending, Mortgage, Portfolio Management, Private Banking

Washington Trust Bank is an American diversified financial services holding company headquartered in Spokane, Washington. It is the oldest and...

Integrations: 0

Partnership: 0

California Coast

Lending, Mortgage, Retirement Planning

California Coast has a long history based in member service that continues today. As the oldest credit union in San...

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

Gulf International Bank

Commercial Banking, Core Banking, Online Banking, Portfolio Management, Private Banking

Gulf International Bank offers a diverse range of financial products and services and banking solutions to a wide customer. This...

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

Rivermark

Auto Insurance, Business Insurance, Commercial Banking, Core Banking, Disability Insurance, Homeowners Insurance, Lending, Life Insurance, Mortgage, Online Banking, Portfolio Management, Private Banking

At Rivermark, they’re leading the way with innovative technology that keeps connected to money anywhere, anytime. For more than 60...

Integrations: 0

Partnership: 0

Alliant

Annuities, Auto Insurance, Commercial Banking, Core Banking, Homeowners Insurance, Lending, Life Insurance, Mortgage, Online Banking, Private Banking, Retirement Planning

Alliant Credit Union is a not-for-profit financial cooperative, which means that all of our members are also owners. Their members-first...

Integrations: 0

Partnership: 0

Ent

College Planning, Commercial Banking, Core Banking, Lending, Mortgage, Online Banking, Payroll, Portfolio Management, Private Banking

Founded in 1957, Ent Credit Union is a different kind of financial institution, committed to improving members’ financial quality of...