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Capability

wealth management

Suppliers
89
States & provinces
33
Countries
2

89 wealth management suppliers across 33 states and provinces in 2 countries. Profiles show capabilities, materials, certifications, and facility locations so you can compare shops and build a shortlist.

Suppliers

First State Bank is an FDIC-insured community bank serving customers in NW and Central Illinois. It offers personal and business checking and savings accounts, certificates of deposit, IRAs, HSAs, mortgage and home equity loans, auto loans, business and commercial real estate loans, agriculture and farm machinery loans, credit cards, digital and mobile banking, treasury management, and insurance through First State Insurance.

ACH Servicesmerchant card servicesmobile depositonline and mobile bankingremote deposit capturetelephone bankingtreasury management

FIVE POINTS BANK

GRAND ISLAND, NE

Five Points Bank is a family-owned, FDIC-insured community bank in central Nebraska, founded in September 1971 in Grand Island. It offers personal, business, agricultural, mortgage, and wealth management banking services, and is a division of Hometown Banc Corp.

ACH originationagriculture lendingbill paymerchant card processingmobile check depositmortgage lendingonline and mobile bankingremote deposit capturetrust serviceswire transfers

Flagstar Bank, N.A. is a diversified commercial bank and one of the largest regional banks in the country, with approximately 320 retail locations and 20 Private Banking Offices. It delivers banking, lending, and wealth management services for individuals, families, businesses, and institutions. Its roots date back to 1859 with Queens County Savings Bank, the first bank to open in Queens.

branches and ATMsCapital Marketsdigital paymentsequipment financeforeign exchangeglobal trade financemobile bankingmortgage lendingonline bankingsyndicationstreasury management

FNBC BANK AND TRUST

LA GRANGE, IL

FNBC Bank & Trust is a community bank rooted in the Chicago area with over 100 years of dedication to service, integrity, and community. It provides personal and business banking, loans, digital banking, and wealth management services, aiming to strengthen lasting customer relationships through remarkable service blending modern banking solutions with personalized support.

business bankingcash managementmobile and online bankingmortgage lendingpersonal bankingtrust services

FORESIGHT BANK

WINNEBAGO, IL

German American State Bank is a locally headquartered community bank serving German Valley, Pecatonica, Winnebago, and Rockford, IL. It offers personal checking and savings accounts, CDs, retirement accounts, mortgage and home construction loans, agricultural and business banking, trust and wealth management services, and merchant payment solutions.

ag bankingdigital bankinginvestment advisorymerchant servicesmortgage lendingonline account openingtrust services

Fortis Capital is a boutique wealth management firm that unites every dimension of a client's financial life through a single comprehensive wealth platform. It serves individuals, families, and business owners, combining experience across planning, investment, protection, and tax strategy. The firm emphasizes clarity, confidence, and commitment, and supports a network of independent partner practices.

cash flow & distribution planningestate & legacy planninginsurance & protection planninginvestment advisoryretirement planningtax strategy

Fortis Lux Financial is a boutique financial services firm that helps individuals, families, and business owners make confident financial decisions through thoughtful planning and a dedicated financial professional. It offers a premium advisory experience centered on long-term relationships and a disciplined process.

estate and legacy planningfinancial planninginvestment advisoryretirement planningrisk management

FRANDSEN BANK & TRUST

LONSDALE, MN

Frandsen Bank & Trust is a family-owned community bank chartered in 1901, offering a complete array of financial products across nearly 40 communities in Minnesota, North Dakota, South Dakota, and Wisconsin. It has more than $3.7 billion in total assets and is owned and operated by Frandsen Financial Company. The bank emphasizes local decision-making, relationship-focused banking, and community involvement.

community bankingfinancial planninginvestment advisorymortgage lendingSBA lending

GATEWAY FIRST BANK

JENKS, OK

Gateway First Bank is a community bank offering personal and business banking, mortgage, commercial lending, and trust services. Its mission is to strengthen the families and communities it serves by providing a better banking experience, backed by the resources of a national mortgage company.

business bankingcommercial lendingdigital bankingmortgage lendingpersonal bankingtreasury managementtrust services

GRAND SAVINGS BANK

GROVE, OK

Welcome to Grand Savings Bank - Personal Banking About GSB Simplify The Way You Pay Enjoy better security and more convenience with upgraded debit cards from Grand Savings Bank. Learn More Grand Rewards Checking We’re upgrading our checking account offerings! Earn up to 4.07% APY! Learn More We Are Making Banking Convenient For You! Now you can text 918-787-8555 to chat directly with one of our Customer Care Center Representatives! Learn more about the other features that come with Text Banking. Learn More Grand Business Banking Business isn’t just good – it’s grand. As you and your business grow, we’ll be there to help expand your financial toolbox with each new milestone. Learn More Banking Built Around You Let your team at GSB create a custom banking solution to meet your needs. Let's Get Started Your Mortgage Made Easy Your perfect home is closer than you think. Our mortgage.

bill paybusiness lendingcash managementmerchant capturemerchant processingmobile bankingmobile check depositmortgage lendingonline banking

GUARANTY CAPITAL CORP

BELZONI, MS

Guaranty Bank is a community-focused bank that began in 1943 and is locally owned and operated. It is a Community Development Financial Institution (CDFI) offering personal and business banking, wealth advisory, and financial services, emphasizing personal customer service and community involvement.

business bankingcommunity developmentfinancial educationpersonal banking

Heartland Bank and Trust Company is a community bank with roots in central Illinois dating to 1920, when the Drakes began the community banking legacy. It has 86 branch locations throughout Illinois and in eastern Iowa and Missouri, and was ranked #1 on Forbes' 2026 America's Best Banks List. The bank offers personal and business banking, wealth management, and agricultural services.

business retirement plan servicescrop insurancedigital bankingfarmland appraisalsfarmland salesfarm managementfiduciary advisory servicesfinancial planningmerchant payment processingportfolio managementtreasury management

HERITAGE BANK

AURORA, NE

Heritage Bank is a community bank offering personal, agricultural, and business banking services. Its offerings include checking and savings accounts, health savings accounts, individual retirement accounts, certificates of deposit, loans, credit cards, insurance solutions, wealth management, retirement plans, and realty services. The bank also provides professional services for farmers such as financial analysis and reporting, accounting, cash flow and bill paying, and tax planning and preparation.

Accountingcash flow and bill payingdigital bankingfinancial analysis and reportingrealty servicesremote deposit captureretirement planningTax planning and preparation

Risk | Insurance | Benefits | Retirement | Wealth Move Forward with Clarity and Confidence Connect with an Advisor Explore Our Solutions Discover HUBA Path for Every Ambition Some start in a boardroom, others around a kitchen table. Whatever yours looks like, HUB is right there beside you with tailored insurance and benefits solutions, risk management strategies and proactive advice to bring your ambition to life. Protect Your Ambition Our Solutions Specialized Expertise to Move You Forward Commercial Lines We help you grow your business with confidence through specialized risk management expertise, tailored coverage and sharp foresight built around what’s next. Employee Benefits We help you create a healthier, more engaged workforce with employee benefit strategies designed around your people, your business and what’s ahead.Private Client We safeguard wealth, lifestyle and legacy with.

claims advisoryemployee benefits strategiesfiduciary risk managementinsurance brokerageretirement plan advisoryrisk management

INDEPENDENT BANK

GRAND RAPIDS, MI

Independent Bank is a Michigan-based bank describing itself as Michigan's most people-focused bank. It offers personal and business banking solutions including checking and savings accounts, mortgages, HELOCs, personal and commercial loans, credit cards, treasury management, wealth management, and digital banking through ONE Wallet.

business bankingcommercial lendingdigital bankingmortgage lendingpersonal bankingprivate bankingtreasury management

JPMORGAN CHASE BANK NA

JERSEY CITY, NJ

How we do business Leadership Awards and recognition Technology Governance Suppliers Diversity, opportunity & inclusion Read more Chairman and CEO Letter to Shareholders Learn more Impact Impact Global impact U.S. impact Creating thriving communities together See how our clients and partners—from small business owners to workforce training leaders—work with JPMorganChase to drive meaningful impact and economic growth where they live and work. Learn more Communities Insights Institute Center for Geopolitics PolicyCenter From the desk of Careers Careers Work with us Grow with us How we hire Explore opportunities Students and graduates Apply now Latest news Veteran’s Unconventional Path to Landing her Dream Job in Tech U.S. Army Veteran Ashley Wigfall transitioned to a civilian role and charted her path to technologist through mentorship and skills training at the JPMorgan Chase tech hub.

asset managementbankingextending liquidityinvestingmanaging riskpayment solutionsraising capitaltechnology solutions

J.P. Morgan is a global financial services firm serving corporations, governments and institutions in more than 100 countries. It offers investment and commercial banking, payments processing, asset management, wealth management, private banking, securities services, markets and global research. The firm also engages in philanthropic initiatives focused on workforce readiness, small business development and financial capability.

asset managementcommercial bankingglobal researchinvestment bankingmarket liquiditypayments processingprivate bankingsecurities services

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