First Western Financial

Flag Financial Corporation

This company provides banking services, commercial loans, and wealth management solutions to small and medium-sized businesses and individual retail clients.

First Business Bank

This bank provides commercial lending, treasury management, and private wealth solutions to businesses and individual investors.

RockFi

This company provides a wealth management platform and advisory services for high-net-worth individuals, including entrepreneurs, executives, and athletes.

Old Second Bancorp

This company provides retail and commercial banking services, including loans, wealth management and treasury solutions, to individuals and businesses.

Earned Wealth

The company provides an integrated financial management platform including wealth, tax, and insurance services for physicians, dentists, and medical practices.

Lido Advisors

This firm provides wealth management and financial planning services to high-net-worth individuals, families, and businesses.

CalPrivate Bank

This firm provides deposit accounts, treasury management and lending services to private individuals and commercial businesses.

Fidelis Capital

This company provides a wealth management platform and outsourced family office services for ultra-high-net-worth families, institutions and private banking clients.