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Photo of Accume Partners
Accume Partners
Contact: Pamela Lipschutz
341 New Albany Road, Suite 100 Moorsetown NJ 08057 Work Phone: (856) 914-9500 Work Fax: (856) 914-9600 Website:


Accume Partners has a long history of providing internal audit, regulatory compliance and risk management services to banks and financial institutions. As the level of regulatory and business complexity has surged, so has the need for specialized knowledge and focus. We have organized our firm to achieve that goal providing our clients with deep knowledge, expertise and approaches in the following areas:

  • Internal Audit
  • Regulatory Compliance
  • Enterprise Risk Management
  • Technology Risk Management & Cybersecurity Solutions
  • Operations and Process Improvement

Through these key areas of focus,we are able to stay in front of change, bring balanced perspectives and the specialized knowledge demanded by today’s banks and financial institutions.

Photo of Acture Solutions, Inc.
Acture Solutions, Inc.
Contact: Gabriel Stacy, CEO & Owner
453 New Karner Road Albany NY 12205 Work Phone: (518) 377-4057 Website:


At Acture Solutions, our passion is helping organizations innovate farther and faster with IT Services, cybersecurity, cloud solutions, and tailored IT projects.

Today’s demands now require robust and reliable IT infrastructure with systems that work every single time. Our ‘use-only-what-you-need’ suite of technology services can helps.

Updated 3 months ago.
Photo of Acxell
Contact: Pratima Munagala
646 Highway 18 Suite 201 East Brunswick NJ 08816 Work Phone: 877-651-1700


We perform inturnal audits for banks and financial institutions.

Photo of Advance Media New York
Advance Media New York
220 S Warren Street Syracuse NY 13202 Website:


Advance Media New York, a division of Advance Local, is a full-service advertising agency located in downtown Syracuse, New York.

At Advance Local we combine the power of dynamic storytelling, cutting-edge marketing, captivating advertising, and impactful data and insights.

Advance Media New York’s collaborative team offers best-in-class traditional, digital, and experiential solutions. Our industry specializations include, but are not limited to: Travel and Tourism, Aviation, Healthcare, Education, Legal, and Financial Services.

Advance Local is a subsidiary of Advance Publications, headquartered at One World Trade Center in New York City. It is one of the largest media and information companies in the United States.

Additional Advance Publications subsidiaries include Condé Nast Magazine Group, Reddit, MV Digital Group, Headline Group, Red Clay Media, and American City Business Journals.

Working with Advance Media New York gives you access to one of the most sophisticated media and advertising companies in the world, all while working with people who live and work in your region.


Updated 2 days ago.
Photo of Atlantic Community Bankers Bank
Atlantic Community Bankers Bank
Contact: Christina Bodine Aysseh, Vice President, Relationship Manager
225 Grandview Avenue, Suite 401 Camp Hill PA 17011 Work Phone: (860) 576-0287 Website:


Owned and managed by community bankers for community bankers, ACBB has been serving financial institutions since 1983. We provide correspondent services to over 300 shareholder banks in addition to many non-shareholder banks. From our full product and service lineup to banking expertise with a personal touch, we help our customers meet the needs of their communities. ACBB can satisfy the correspondent needs of community banks of all sizes, including regional financial institutions.

Correspondent Banking

Updated 6 months ago.
Photo of ATM Consultants
ATM Consultants
Contact: Joe Gilies, SVP Sales
80 Bridge Road Islandia NY 11749 Work Phone: (732) 202-8209 Website:


ATM Consultants provides a complete, single vendor, ATM outsourcing solution for financial institutions. We provide service, processing, monitoring, hardware and cash management for freestanding cash dispensers as well as advanced functionality branch machines. Utilizing in house technicians and warehousing parts locally helps us decrease downtime for our client’s ATMs.


Photo of Baker Hill
Baker Hill
Contact: Kayla Schaefer, Marketing Coordinator
1320 City Center Drive Carmel IN 46032 Work Phone: 317-814-1258 Website: Baker Hill


The Baker Hill Legacy
Cloud-based loan origination software for bankers.
Baker Hill delivers innovative banking solutions that empower financial institutions to generate growth, reduce risk, and improve productivity and profitability.
A trusted leader in financial technology for over 35 years, our innovative solution streamlines origination and portfolio management for business, consumer direct and indirect lending, while our award-winning business intelligence tools mitigate risk and generate growth—all through a single, integrated platform.
In 2015, Baker Hill was acquired by a $4.6 billion global private equity firm, The Riverside Company. With this acquisition came an aggressive commitment to continuous innovation to develop world-class solutions that help drive more profitable relationships for our clients.
The result? The only holistic common loan origination, relationship management, and decision support system specifically designed to meet the changing needs of financial institutions of all sizes who want integrated solutions that meet their complex needs in an era of increasing regulation, risk aversion, consolidation, and changes in consumer demands.
BancCard of America
Contact: Andrew Rampulla, Area Vice President
7347 Charlotte Pike Nashville TN 37209 Work Phone: (732) 966-6906 Website:


Merchant Services provider.

Photo of Bank Compensation Consulting (BCC)
Bank Compensation Consulting (BCC)
Contact: Jordan Winick, Regional Director
2500 York Road, Suite 200 Jamison PA 18929 Work Phone: (267) 918-7569 Website:


Bank Compensations Consulting’s (BCC) team for over two decades has provided their expertise and documented process that assists banks to efficiently enhance earnings with the implementation of effective BOLI strategies.

Photo of BCI Financial Corporation
BCI Financial Corporation
2019 South Main Street Cheshire CT 06410 Work Phone: (203) 439-9400 Work Fax: (203) 439-9406 Website:


Since 1998, BCI Financial has provided an easy to use, low risk solution allowing our client banks to increase their loan to asset ratio, diversify their loan portfolio, and improve their efficiency ratio. BCI Financial offers a Prime Quality Auto Loan Pass Through Program for community banks throughout the Northeast. BCI Financial manages all the loan servicing, collections, compliance and reporting for our client banks.

Photo of Bedel Security
Bedel Security
Contact: Laura Zeck, Office/Market Manager
PO Box 464 Greensburg IN 47240 Work Phone: 833-297-7681 Website:


Since 2015, our mission has been to change the way community banks manage information security. Our Virtual CISO Services include Governance, Incident Response Planning, Monitoring & Oversight, Risk Management, Board Cyber Awareness, User Testing & Training, Business Continuity, Information Security Policies, and Vendor Management.

Photo of BHG Financial
BHG Financial
Contact: Sam Hamlin, VP, Institutional Relationships
201 Solar Street Syracuse NY 13204 Work Phone: (609) 203-3883 Website:


Financial Services

Since 2001, BHG Financial has originated more than $13 billion in loan solutions to top-quality borrowers, which community banks can purchase via the BHG Loan Hub. To date, over 1,500 bank partners have trusted in this program as a proven source of interest income and diversification for their bank.

Photo of Brown Security Solutions, LLC
Brown Security Solutions, LLC
Contact: Don Musielak
229 Lake Street Suite #4 Hamburg NY 14075 Work Phone: 716-648-6012 Website:


Brown Security Solutions, LLC has been a leader in the Electronic and Physical Equipment Security field for more than 40 years across New York State.

Sampling of Services Offered:
Electronic & Physical Security Products, Special Projects, Service Contracts, Burglar/Fire Protection, Surveillance, Card Access Control, ATM & TCR Sales and Service, Vault & Safe Sales and Service.


Photo of CapitalBase
Contact: Michael E. Smith
114 Algonuquin Road Pittsburgh PA 15241 United States Work Phone: (412) 720-6962 Website:
Photo of Catalyzer, Inc.
Catalyzer, Inc.
Contact: Stephen Ingalls, President/CEO
804 Heathergreet Court Lansing KS 66043 Work Phone: 913-547-0665 Website: https://teamcatalyzer


Catalyzer builds and delivers individual and team development programs, focusing on soft skills, that move people from wherever they are toward an organization’s objective state. We’re CEOs, academics, entrepreneurs, West Point graduates – in short, we’ve been where you are. We’ve coached, guided, and empowered dozens of organizations to address key problems in meaningful, lasting, and sometimes surprising ways. We’re Catalyzer. Ignite Great.

Contact: Justin Hill, Marketing Manager
75 Broad Street Suite 800 New York NY 10004 Work Phone: (212) 967-7380 Work Fax: (212) 967-7365 Website:


Consulting services related to commercial and consumer lending activities. Services include Loan Review, Loan Loss Reserve Methodology and Validation, CRE Concentration analysis, Portfolio Stress Testing, Portfolio Acquisition Review, and related services.

Photo of COCC
Contact: Susan Salecky, SVP, Chief Marketing Officer
100 Executive Blvd. Southington CT 06489 Work Phone: (877) 678-7570 Website:


Lisa Fabiaschi, Business Development Manager
Phone: (860) 674-7297

Photo of Crowe LLP
Crowe LLP
Contact: Tal Scheer, Partner
485 Lexington Avenue, Floor 11 New York NY 10017 Work Phone: (973) 422-4557 Cell Phone: (616) 745-8776 Website:


Crowe is a public accounting, consulting, and technology firm that combines deep industry and specialized expertise with innovation. Our combination of extensive experience across a range of industries and deep expertise in audit, tax, advisory, and consulting helps us understand our clients’ unique issues – whatever they might be.

Updated 5 months ago.
Photo of Culain Capital Management, LLC
Culain Capital Management, LLC
Contact: Mark J. Simhauser, SVP
1780 Wearle Drive #101 Buffalo NY 14221 Work Phone: (516) 660-4501 Website:


James Jarosz, COO
(716) 359-3617

A Buffalo, NY based independent finance company with the purpose of supporting NYS based community banks and companies in providing factoring financing solutions from $250,000 to $5,000,000.


Photo of DataSure24
Contact: Peter Ronca, President & CEO
350 Main Street, Suite 550 Buffalo NY 14202 Work Phone: 716-510-8735 Website:


About DataSure24

DataSure24 is a managed security service provider (MSSP) with over 15 years of experience serving clients technology needs. Specializing in managed security, cybersecurity assessments, business continuity, and security awareness training, DataSure24 is one of the only managed security service providers to staff a 24/7/365 Security Operation Center (SOC) with U.S. based employees.

The average tenure of our SOC Engineering staff is nine years. DataSure24 is SSAE-18 certified and TIA-942 compliant.

The DataSure24 Advantage

  • Top 100 Managed Security Service Provider (MSSP).
  • In-depth understanding of the needs of mission critical systems.
  • Unparalleled system monitoring technology.
  • Knowledge and ability in all phases of network operations from design to maintenance.
  • Scalability, enabling you to develop online business rapidly and effectively.
  • Dependable, supportive, and knowledgeable staff to provide solutions at expert levels.
  • Significant disaster avoidance and recovery experience and past performance.
Dox Electronics Inc.
Contact: Ken Michael, CEO
105 College Avenue Rochester NY 14607 Work Phone: (585) 473-7766 Website:


Dox offers security compliance audits for organizations that must meet a wide variety of government regulations.


Photo of Engage fi
Engage fi
Contact: Jake Fowler, Director, Business Development
5550 W Executive Drive Tampa FL 33609 Work Phone: (615) 516-4027 Website:


The team at engage fi is a blend of consultants, educators, matchmakers, integrators and advocates. We are laser-focused on guiding financial institutions through our proven process and enabling them to make informed, timely decisions on vendor relationships so they can change at the speed of the consumer. Let’s Engage!

Photo of EPG, Incorporated
EPG, Incorporated
Contact: David Thomas
205 Newbury Street Suite 403 Framingham MA 01701 Work Phone: 781-235-2666 Work Fax: 781-235-9688 Website:


EPG, Inc. is a trusted partner to the community banking industry for over two decades, providing comprehensive Asset Liability Management services integrated with client-centered investment advisory expertise. EPG, Inc. is a registered SEC advisor.


Contact: Adam Goldstein, SVP, Head of Sales & Business Development
101 Park Avenue New York NY 10178 Work Phone: (212) 441-6700 Work Fax: (212) 949-0231 Website:


The FHLBNY is part of a government-sponsored enterprise, owned by its stockholders, that provides wholesale liquidity to member community lenders in New York, New Jersey, Puerto Rico and the U.S. Virgin Islands to help them more effectively meet the needs of their customers and CRA responsibilities. The FHLBNY is committed to operating a financially safe and sound organization and fostering diversity at all levels by ensuring the inclusion of minorities, women, and individuals with disabilities in employment, in its business activities, and in service contracts.

Photo of Finastra USA Corporation
Finastra USA Corporation
Contact: Kristi Kelley
555 SW Morrison, Suite 300 Portland OR 97204 Work Phone: 512-924-9392 Website:


Finastra delivers the broadest portfolio of financial services software in the world, including digital, core banking, lending and mortgage solutions. Our open platform brings parties together to collaborate, innovate, and build great customer experiences for our 4,200+ clients in the U.S. With Finastra, the future of finance is open. Visit

Photo of Firley, Moran, Freer & Eassa, CPA, P.C.
Firley, Moran, Freer & Eassa, CPA, P.C.
Contact: Mark Colombo, CPA, Partner
125 East Jefferson Street, Suite 920 Syracuse NY 13202 Work Phone: (315) 472-7045 Website:


FMF&E CPA, PC provides many specialized services to our financial institution clients. Such services extend beyond financial statement audits and include internal audit and compliance related work. With over 40 years in the industry, our team has the right experience and expertise for trusted results.

Updated 7 months ago.
Contact: Mark Stebbins, Director
424 Main Street, Suite 800 Buffalo NY 14202 Work Phone: (716) 847-2651 Work Fax: (716) 847-0069 Website:


  • CPA Services
  • Internal Audit
  • Tax Services

Freed Maxick CPAs, P.C. is one of the largest accounting and consulting firms in Western New York and a Top 100 largest CPA firm in the United States. Serving closely held businesses, SEC companies, governmental and not-for-profit clients across New York as well as nationally and internationally. Freed Maxick mobilizes high-performance professionals to guide client growth, compliance, security and innovation.


Contact: Jacob Arnold, Director of Operations
10225 Main Street Clarence NY 14031 Work Phone: (716) 407-3213 Work Fax: (716) 407-3215 Website:


Merchant Services: Credit Card Processing, Card Security, POS, E-Commerce, Mobile Solutions.

Genesis PPG is merchant service company headquartered in upstate New York and has a unique approach to servicing bank clients. Our attention to customer service and credit card security is second to none. We look forward to working with you.

Photo of Global Bank Solutions
Global Bank Solutions
Contact: Dan Cherner, President & CEO
411 Theodore Fremd Ave., S.206S Rye NY 10580 Work Phone: (833) 334-5622 Website:


Global Bank Solutions (GLBS) is a full service compliance consulting and audit firm that provides support to Banks, Credit Unions, and other financial institutions. GLBS is headed up by a former Federal bank examiner and also provides BSA, IT, and other services to meet your needs.

Photo of GRC Solutions DBA as Better Inc.
GRC Solutions DBA as Better Inc.
Contact: Justin Muscolino
154 Grand Street New York NY 10013 Work Phone: (646) 675-8109 Website: GRC Solutions


GRC Solutions are leaders in compliance training services. Our industry experts and unique development tools allow us to deliver extraordinary training services that increase engagement, reduce training times and improve learning outcomes. Our goal is to effectively create a culture of compliance at your company.


Contact: Doug Hann, Account Executive
Work Phone: (401) 743-6086 Website:


Gina Kurdi, Key Account Executive, HC Solutions
Phone: (845) 462-5167

Harland Clarke Corp. is a leading provider of best-in-class integrated payment solutions including checks, marketing services, card services and analytics, serving multiple industries including financial services, retail, healthcare, insurance, and telecommunications.

Photo of Harris Beach LLC
Harris Beach LLC
Contact: Constantine Lizas
99 Garnsey Road Pittsford NY 14534 Work Phone: (202) 975-9780 Website:


Harris Beach attorney Constantine Lizas, former FDIC lead counsel, advises financial services clients on Bank Secrecy Act/Anti-Money Laundering (BSA/AML), digital currency, blockchain, and other banking regulatory issues before the federal banking agencies and the Financial Crimes Enforcement Network (FinCEN.) Founded in 1856, Harris Beach and its subsidiaries provide legal and professional services to clients across New York state, as well as nationally and internationally.

Contact: Brian Carnevale, Sr. Manager of Marketing & Business Development
Phone: (585) 419-8689

Photo of Hartman Executive Advisors
Hartman Executive Advisors
Contact: Wade Barnes, Financial Service Practice Lead
1954 Greenspring Drive Timonium MD 21093 Work Phone: 410-600-3197 Cell Phone: 410-967-4389 Website:


Cindy Atkinson, VP Relationship Development
Office: 410-600-3205
Mobile: 410-697-4389

Technology & Digital Services

Hartman Executive Advisors is an independent technology and cyber leadership firm working with community bank leaders to strengthen the role that IT plays in supporting their business goals.  We help banks leverage technology to evolve the traditional business model and increase operational efficiency, acquire new market share, enhance the customer experience and ultimately drive profitability.  We understand that the competitive landscape requires new, or improved use of, technology, better access to data, and advanced analytics to drive business outcomes.  Our banking experts can help you with CIO/CISO leadership, IT strategy assessment, software selection, data analytics, digital transformation, security, compliance and risk management, and M&A support.  Since Hartman doesn’t profit from the sale of any system or technology, clients can trust the advice and guidance they receive is strictly in their best interest.

Photo of Harvest Investments
Harvest Investments
Contact: Client Services
100 Tower Drive, Suite211 Burr Ridge IL 60527 Work Phone: (630) 850-0103 Website:


  • Harvest is the premier provider of fully transparent ASC 820 prices on all types of investment securities- serving Financial Institutions and the Financial Reporting and Investment Communities for over 20 years.  Every price is derived using ASC 820 methodologies, and is complete with documented levels, inputs, models, and key assumptions.
Updated 11 months ago.
Photo of Hitachi Capital – Hitachi Business Finance
Hitachi Capital – Hitachi Business Finance
Contact: Jeff Wright, Senior Vice President, Business Development
Work Phone: (248) 259-3749


Hitachi Capital – Business Finance (“HBF”) is an independent, non bank finance company specializing in providing innovative working capital solutions for small private owned companies. With the financial strength and capital support of Hitachi, Ltd, HBF assists companies that seek restructuring, growth and operating liquidity that can support business cycles that many companies encounter at one time or another.

HBF starts financing from $500,000 and can lend up to $8MM with the ability to fund larger transactions on a one off situation. With experience in financing manufacturers, distributors, service related companies and staffing operations, HBF delivers working capital solutions when other traditional sources cannot.


Photo of IntraFi Network
IntraFi Network
Contact: Shannon Prendergast, Managing Director, New York
1300 North 17th Street Suite 1800 Arlington VA 22209 Work Phone: (703) 292-5930 Cell Phone: (703) 216-7044 Website:


As a trusted partner chosen by more than 3,000 financial services companies, IntraFi defines success not by the volume of transactions it enables, but by the quality of relationships it forms. IntraFi’s network, established over 20 years ago, connects institutions of all sizes to help participants build stronger relationships with their customers, fund more loans, seamlessly manage their liquidity needs, and earn fee income. The network brings scale, giving each participant access to tens of billions of dollars in funding, the highest per-depositor and per-bank capacity, and the peace of mind of being able to make large-dollar placements.

Updated 11 months ago.


Photo of Jack Henry
Jack Henry
Contact: Barbara Denis, Account Executive
663 West Hwy 60 PO Box 807 Monett MO 65708 Work Phone: (417) 235-6652 Cell Phone: (315) 212-9715 Website:


A future-ready banking service provider

The freedom to integrate and the power to scale.

You need a provider with a next-generation, modern financial technology platform that delivers innovation, scalability, and optionality so you can enhance your banking services and relationships while growing your business.

Updated 4 months ago.


Photo of KOW Building Consultants
KOW Building Consultants
Regional Office Contact: Paul W. Cummings, AICP, LEED AP, Regional Director, Construction Consultant
10 Fort Amherst Road Queensbury NY 12804 Work Phone: (631) 757-5000 Cell Phone: (518) 222-2289 Website:


KOW Building Consultants provides construction consultation services to traditional banks, private lenders, mortgage lending institutions, state housing agencies, city housing agencies, mezzanine lenders and other financial institutions. We provide engineering and building consulting services throughout the country.


Photo of La Macchia Group
La Macchia Group
Contact: Dave Throndson, Senior VP of Sales
157 N. Milwaukee Street Milwaukee WI 53202 Work Phone: (414) 223-4400 Work Fax: (414) 223-4488 Website:


La Macchia Group is a comprehensive consulting and design-build firm. Our capable, experienced team provides thorough due diligence, strategic site selection, compelling design and rigorous project management. Our highly specialized experts create financial institutions that are brand-centered facilities tailored to meet our clients’ needs and exceed their expectations.

Updated 1 month ago.
Photo of Lee & Mason Financial Services, Inc.
Lee & Mason Financial Services, Inc.
Contact: Jay Feeley, Senior Vice President
719 State Route 30 Northville NY 12134 Work Phone: (518) 863-4311 Cell Phone: (410) 952-3750 Website:


Services:  Collateral Protection Insurance

Contact: Jeff Cardone, Partner
5335 Wisconsin Avenue Suite 780 Washington DC 20015 Work Phone: (202) 274-2033 Work Fax: (202) 362-2902 Website:


Law firm that specialises in representing community banks with respect to corporate, regulatory, securities and employee benefits/executive compensation matters.


Photo of M & T BANK
Contact: Richard Ahlmeyer, Vice President/Team Leader Financial Institutes
250 Congress Street Boston MA 02210 Work Phone: (201) 250-1609 Website:


Correspondent Banking Services: Public Fund Collateral Custody,Check Image Clearing, Fed Funds, International Trade Services, Holding Company Facilities, Letters of Credit, Foreign Exchange Services, Bank Insurance Services, Loan Participations, Domestic and International Funds Transfers, Pension Services, Wholesale Mortgage Products and Investment Management Services.

Contact: Cynthia Glover, Vice President of Business Partnerships
920 19th Street North Birmingham AL 35203 Work Phone: (866) 380-4816 Website:


Main Street, Inc.

Since 1998, Main Street has partnered with more than 2,100 community-oriented financial institutions to enhance account holder relationships with affordable, simple, and efficient checking programs. We deliver straightforward check products at competitive prices coupled with a seamless level of service. Whether you are seeking to improve service to account holders, streamline team’s workload or boost profitability, we are here to help you achieve your goals.

Photo of Merchant Advocate
Merchant Advocate
Contact: Adam Feingertz, Director New Business
Work Phone: 732-890-3358 Website:


Merchant Advocate has decades of auditing experience in the processing industry, working with businesses across a wide range of industries and sizes, from Fortune 100 to small companies. Our one-of-a-kind technology finds the proverbial needle in a haystack—instantly identifying opportunities for optimization. Since 2006, we’ve saved our clients more than $300 million in excess fees without switching credit card processors.

Merchant Advocate is not a processor. We work with banks to identify partnership opportunities and savings for your clients in several areas:

  • Account Audits: Detailed analysis of all client merchant accounts to uncover potential overcharging, interchange optimization opportunities, and errors.
  • Residual Audits: Detailed analysis of residual reporting to identify any errors resulting in underpayment. Once complete, we can negotiate a better deal with your processor if needed.
  • Strategy and Recommendations: Advice regarding any issues and whether a competitive rate adjustment is needed.
Updated 2 weeks ago.


Photo of Ncontracts
Contact: Rashinda Holmes, SVP Partnership & Outreach
214 Overlook Circle Brentwood TN 37027 Work Phone: (888) 370-5552 Work Phone: (202) 460-2686 Website:


Ncontracts provides comprehensive vendor, compliance, risk management, and lending compliance solutions to a rapidly expanding customer base of 4,000 financial services companies in the United States. We help financial institutions achieve their compliance and risk management goals with a powerful combination of user-friendly, cloud-based software and expert services.

Our solution suite encompasses the complete lifecycle of risk, including vendor management, enterprise risk management, business continuity, compliance, audit and findings management, and cybersecurity.

The company was named to the Inc. 5000 fastest-growing private companies in America for the fifth consecutive year. For more information visit or follow us on LinkedIn and Twitter.

Updated 3 weeks ago.
Photo of NEACH
Contact: Elyssa Morgan, Sr. Director of Membership
35 Corporate Drive Suite 190 Burlington MA 01803 Work Phone: (781) 491-7117 Website:


NEACH is a non-profit trade association with more than 45 years of experience helping members originate and receive ACH transactions. NEACH provides products, services, education, and marketing to its member institutions and other New England entities to increase the acceptance, use, and quality of electronic transactions. To learn more, visit

Photo of New York LTC Brokers- AIB
New York LTC Brokers- AIB
Contact: Robert M. Vandy
11 Executive Park Drive Clifton Park NY 12065 United States Work Phone: (518) 371-6131 Website:
Photo of Newcleus Bank Advisors
Newcleus Bank Advisors
Contact: Fabrizio D’Uva, Regional Managing Director
411 South State Street 3rd Floor Newtown PA 18940 Work Phone: (267) 291-2130 Cell Phone: (609) 977-5891 Website: Newcleus, LLC


Financial Innovation + Insight

Newcleus powers financial institutions and their employees by designing and administering innovative compensation, benefits planning, and financing solutions.   From BOLI to 401(K) to compensation plans, our expertise includes fiduciary and regulatory compliance support.

We analyze market trends and survey experts in our field to provide our 750+ clients with the most cutting-edge financial solutions available.  We are redefining the industry standard with our innovative approach to compensation and benefits solutions.  Our MINTS platform, educational services, and expertise enable us to design plans that meet the unique needs of multi-generational teams.

At the heart of everything we do, our purpose is to empower our customers with solutions that strengthen their financial position and that attract and retain the best talent.

Updated 5 months ago.


Photo of Onovative
Contact: Cynthia Glover, Vice President of Business Partnerships
12804 Towne Park Way Louisville KY 40243 Work Phone: 866-380-4816 Website: Onovative


Onovative, an automated marketing and communication software provider, put controls back in the hands of bank marketers. Onovative’s affordable marketing software for planning, automation and execution empowers you to manage data for strategizing throughout the consumer lifecycle and engage with consumers through multiple channels. With software that integrates directly with your existing core banking systems, Onovative helps banks drive results by bolstering growth with their current account holders and within their markets.


Contact: John Schafer, National Leader, Financial Institutions Channel
701 Westchester Avenue Suite 320E White Plains NY 10604-3805 Work Phone: (914) 821-9534 Cell Phone: (317) 506-6875 Website:


Pentegra is a leading provider of retirement plan and fiduciary outsourcing solutions to banks nationwide. As one of America’s oldest independent fiduciaries, we deliver retirement plans that run with less risk, greater efficiencies and improved outcomes.

With an 80-year legacy of fiduciary expertise and oversight unmatched in the industry today, we partner with firms at the advisor, sponsor and enterprise level to bring maximum flexibility to every opportunity, offering a comprehensive array of retirement plan solutions, plan consulting, TPA services and fiduciary support. Learn more at

Updated 4 months ago.
Photo of Pillar+Aught
Contact: Kenneth J. Rollins
4201 E. Pak Circle Harrisburg PA 17111 Work Phone: 717-308-9633 Website:


Based in Harrisburg, Pennsylvania, Pillar+Aught is a modern, full service law firm providing sophisticated legal counsel to community banks located throughout the Northeast. Its attorneys work directly with c-suite executives, lenders, human resource managers and compliance and workout personnel, offering comprehensive and cost-effective counsel to stock and non-stock community banks and their affiliates.

Photo of Pioneer-360
Contact: Taylor McCartney, Director of Marketing
1451 4th St. NW New Philadelphia OH 44663 Work Phone: (330) 364-1137 Website:


Pioneer-360 is a SOC 2 Type II Certified MSP/MSSP with expertise in IT Security and Compliance. We offer IT solutions that fit any IT environment while simultaneously reducing your risk profile.

Updated 10 months ago.
Photo of Piper Sandler
Piper Sandler
Contact: Greg J. Samuelsen, Managing Director
1251 Avenue of Americas 6th Floor New York NY 10020 Work Phone: (212) 466-8018 Cell Phone: (212) 891-8993 Website:


Piper Sandler is leading investment bank and institutional securities firm driven to help clients Realize the Power of Partnership®. Through a distinct combination of candid counsel, focused expertise and empowered employees, we deliver insight and impact to each and every relationship. Our proven advisory teams combine deep product and sector expertise with ready access to global capital.

Updated 4 months ago.
Photo of Plante Moran
Plante Moran
Contact: Tony Rispoli, Manager
1111 Superior Avenue Floor 12 Cleveland OH 44114 Work Phone: 216-274-6534 Website:


Since 1924 The Mark of Plante Moran is not of what we do, but because the experience our Community Bank clients have working with us.

Our Financial Intuitions experts help you with Audit, Tax, Internal Audit, Cybersecurity, Regulatory Compliance, Loan Review, Technology, Risk Management Services.

Photo of Premier Brokerage Services, Inc.
Premier Brokerage Services, Inc.
Contact: Chris Preisero
29 Bay Ridge Avenue, Suite A Brooklyn NY 11220 Work Phone: 718-748-3366 Work Fax: 718-833-1318 Website:


Premier Brokerage Services, Inc. is a National Marketing organization offering Annuities, DI, Life & LTC Insurance Services.

Photo of ProcessMaker
Contact: Matthieu McClintock, Director of Marketing
212 W. Main Street Suite 307 Durham NC 27701 Work Phone: 516-914-6075 Website:


ProcessMaker is a process automation platform that empowers banks to easily design and automate sophisticated banking processes such as commercial / retail account opening, treasury services / loan origination, and several back office processes.

Photo of Pursuit
Contact: Jim Conroy, President of Pursuit-CDC
50 Beaver Street 6th Floor Albany NY 12207 Work Phone: (518) 694-8548 Website:


Credit/Bank Services: Provides small business loans in participation with member banks.

Photo of PW Campbell
PW Campbell
Contact: Brian Burke, Regional Vice President
109 Zeta Drive Pittsburgh PA 15238 Work Phone: (412) 963-0100 Cell Phone: (603) 554-0273 Website:


PWCampbell is a full-service firm offering design-build, branch experience, and consulting services to the financial industry. Our vast experience lies within architecture, interior design, preconstruction, construction, branded environments, and award-winning technology solutions. Our Best in Class service and “open door” relationship with our clients are the cornerstones of the business. Backed by over a century of experience, we have the passion and vision to take your project to the next level.

Updated 5 months ago.


Photo of QwickRate
Contact: Melissa Wallace, Senior Account Representative
1350 Church Street Extension, NE Suite 200 Marietta GA 30060 Work Phone: (800) 286-8626 Work Fax: (800) 285-8626 Website:


QwickRate’s premier non-brokered CD Marketplace for funding and investing delivers fast connections to more than 3,000 intitutions to proactively manage liquidity needs. Its affordable QwickAnalytics® provides online research on all banks, performance analytics, and regulatory compliance tools including the new CECLSolver™.


Photo of Reich & Tang + Total Bank Solutions
Reich & Tang + Total Bank Solutions
Contact: Halysue Frade, Marketing & Conference Coordinator
1370 Broadway, 17th Floor New York NY 10018 Work Phone: (212) 830-5241 Website:


Reich & Tang Deposit Networks, LLC (“R&T”) and Total Financial Solutions, LLC (d/b/a Total Bank Solutions) (“TBS”) successfully completed a planned business combination on June 1st, 2022. Headquartered in New York City, and now doing business as RNTS, the combined firm has over $200 billion in assets under administration (AUA) now offers a wider range of innovative tech-enabled services to help banks, credit unions and wealth managers meet their unique cash sweep, deposit funding and securities-based lending needs.

Since 1974 and 2004 respectively, R&T and TBS have been helping many of the largest global financial institutions to achieve their business objectives.  By delivering consistent results on behalf of their clients, both firms have achieved sustained business growth and have earned market leading reputations for exceptional client service, collaborative engagement, and flexibility.

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RelPro, Inc.
Contact: Sondra Vidal, Account Executive
51 JFK Parkway, 1st Floor West Short Hills NJ 07078 Work Phone: (716) 510-0166 Website:


RelPro’s Sales Intelligence solution enables Business Development and Relationship Management professionals to grow their business, build relationships and save time. Our easy-to-use platform integrates data from 20+ best-in-class sources covering 7+ million companies and 150+ million contacts. Leading Regional and Community Banks use RelPro to power their business development efforts.

Updated 1 month ago.
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Rhonemus Group
Contact: Brian Rhonemus, CEO
2512 Independence Blvd., Suite 201 Wilmington NC 28412 Work Phone: (614) 686-4409 Website:


Rhonemus Group is one of the leading talent management and executive consulting firms supporting the banking industry.

Updated 11 months ago.
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Rivel, Inc.
Contact: Melissa Randi, Manager, CXLign-Banking
57 Greens Farms Rd Westport CT 06880 Work Phone: (203) 331-5118 Website: Rivel, Inc.


The Rivel Prospect Benchmarks® are the largest syndicated banking brand studies in the world. The survey program interviews hundreds of thousands of bank customers (Retail and Commercial) on how happy they are with their current bank, how likely they are to switch, what would make them switch, which banks they would consider switching to, and how best to reach them with a marketing message.

The Rivel Customer Benchmarks® are the largest syndicated banking customer studies in the world. The surveys cover hundreds of thousands of customers (Retail and Commercial) who rate the banking institutions they use on dozens of metrics including responsiveness, value for fees, staff training, mobile app ease of use, ATM quality, runaround, call center quality, etc.

Contact: David Wagner, Executive Vice President
295 Main Street Suite 986 Buffalo NY 14203 Work Phone: (716) 856-6950 Work Fax: (716) 856-6950 Website:


Joe Haller, Executive Vice President
295 Main Street, Suite 986
Buffalo, NY 14203

John Canty, Senior Vice President
295 Main Street, Suite 986
Buffalo, NY 14203

William Welsh, Senior Vice President
55 Broadway
One Exchange Plaza, 22nd Floor
New York, NY 10005
Phone: (212) 504-9226
Fax: (212) 344-5771

Financial Services: Research, purchase, sale, underwriting, trading, distribution & marketing of bank qualified tax exempt securities

Updated 9 months ago.


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S.R. Snodgrass, P.C.
Contact: Christina Lukas, Marketing & Communications Coordinator
2009 Mackenzie Way Suite 340 Cranberry Township PA 16066-5338 Work Phone: (724) 934-0344 Work Fax: (724) 934-0345 Website:


S.R. Snodgrass, P.C. was built on a strong foundation of stability, integrity, and high-quality customer service. Since 1946, our independent accounting and consulting firm has assisted clients in our ever-changing world by taking a consultative approach. As The Banking Experts, we serve approximately 160 financial institutions and are in banks daily. Our professionals provide vast expertise in the areas of auditing and assurance, internal audit and regulatory compliance outsourcing, information technology, consulting, enterprise risk management, and tax management.

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Contact: Andy Huth, Regional Director of Sales
6700 Pioneer Parkway Johnston IA 50131 Work Phone: (800) 278-8150 Website:


SHAZAM pioneered the PIN-debit point-of-sale transaction, still used worldwide today. We’re the only nationwide independent, member-owned debit network, processor and core provider supporting community banks and credit unions. Since we don’t answer to shareholders, we can reinvest profits in technologies our clients need as they serve the next generation of consumers. SHAZAM ensures our clients have the products and services they demand and expect in a cost-effective way. Founded in 1976 and headquartered in Iowa, we’re a leader in payments and financial technology, with a simple mission: Strengthening community financial institutions. Visit us today at

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Shield Compliance LLC
Contact: Tony Repanich, President & COO
500 Union Street #310 Seattle WA 98101 Work Phone: 360-201-3563 Website: Shield Compliance LLC


Shield Compliance is transforming the way cannabis banks and legal marijuana financial institutions manage risk, comply with regulations and satisfy operational demands across the United States.

Enhanced, cloud-based tools empower compliance officers with rich information and timely reporting.

  • Transaction amounts reconciled across multiple data sources
  • Detailed transaction level reconciliation of against client financial statements
  • Transaction verification with online invoice and receipt collection
Contact: Cameron Boyd, Managing Partner, Financial Services Practice
241 Running Hill Road South Portland ME 04106 Work Phone: (207) 289-3129 Work Fax: (207) 221-1230 Website:


Chris Kelley, Partner
Office: (207) 289-3135

Executive recruitment: executive search firm specializing in talent acquisition and recruitment for community and regional banks.  Engagements include C-suite, departmental and business line leaders, and skilled individual contributors.


Updated 12 months ago.
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Specialized Data Systems, Inc.
Contact: Marc Riccio, President
317 Foxon Road, Suite 3-B East Haven CT 06513 Work Phone: (203) 404-3150 Website:


Specialized Data Systems provides cloud-based Loan Origination and Risk Management solutions to banks and credit unions. Our loan origination system supports Mortgage, Equity, HELOC, Consumer and Commercial Loans. Our operational risk management suite includes Vendor Management, Business Continuity Planning, Incident Management, Policy Management, and Alert Notification. Ask us about our new Climate Risk product!

Updated 7 months ago.
Contact: Ben Mrva, Executive Vice President
5100 Poplar Avenue Suite 2500 Memphis TN 38137 Work Phone: (901) 681-0204 Work Fax: (901) 685-0480 Website:


SRM is currently serving over 200 financial institutions to reduce expenses, enhance revenue and maximize bottom line performance. Drawing on its extensive experience, market insight, and proprietary benchmarking database, SRM helps banks improve their bottom line, without sacraficing qulaity or valued vendor relationships.

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Strunk LLC
Contact: Danny Roderick Jr., Director, Sales & Client Support
126 Manor North Drive Alpharetta GA 30004 Work Phone: (713) 423-0918 Website:


For more than 40 years, Strunk has developed and implemented successful profit improvement, compliance and risk management solutions for hundreds of community FIs. We offer easy to use solutions that help FIs boost profitability – Pricing Manager and ODP Manager – and more efficiently identify and manage risk – Risk Manager. Strunk provides the focus, experience and resources your organization needs to increase net interest margin, drive fee income and streamline compliance and risk management processes – all with a money back guarantee.

Updated 4 months ago.
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Sunwealth Inc.
Contact: Darreck Mitchell, Director of Capital Markets
2067 Massachusetts Avenue Cambridge MA 02140 Work Phone: 781-367-2137 Website:


Sunwealth is a clean energy investment firm working to change who has access to renewable energy by changing the way we invest in it. Since 2014, Sunwealth has invested over $80 million in 500+ community-based solar projects nationwide and attracted investment from leading impact-driven investors, including Calvert Impact Capital, Sierra Club Foundation, Boston Impact Initiative and over 400 high net worth individuals, foundations, family offices, endowments and corporations. In 2021, Impact Assets named Sunwealth to its IA50, a leading list of impact fund managers.


Contact: Bharpur “Bo” Singh, President & Owner
1114 Springwood Lane Collegeville PA 19426 Work Phone: (315) 701-1293 Work Fax: (315) 701-1296 Website:



T.Gschwender is a diversified consulting company that has been supporting financial institutions since 1984. We like to describe ourselves as a highly sophisticated “Credit Department,” providing Independent (risk-based) Loan Reviews, CRE Stress Testing, Appraisal Reviews, Annual Reviews, Underwriting support and special project assistance.  Our employees have extensive banking and corporate management experience with an excellent understanding of your needs.  Using a proprietary, state-of-the-art, system enables our “risk-based” loan reviews to be among the best in the industry.   For clients with electronic files, we can offer any service on a remote basis.  Contact us at



Updated 1 month ago.
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The Baker Group LP
Contact: Michael Murphy, Account Executive
375 Deer Park Avenue 1st Floor Babylon NY 11702 Work Phone: 405-415-7366 Website:


The Baker Group is one of the nation’s largest independently owned securities firms specializing in investment portfolio management for community financial institutions. Since 1979, we’ve helped our clients improve decision-making, manage interest rate risk, and maximize investment portfolio performance.

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The Bonadio Group
Contact: Jamie L. Keiser, CPA Partner
432 North Franklin Street Syracuse, NY 13204 Work Phone: (315) 422-7109 Website:


Services: Accounting & Auditing; Tax Planning & Compliance; Business Advisory; Personal & Business Finance

Contact: Jeffrey Marsico, President
3865 Adler Place, Suite 101 Bethlehem PA 18017 Work Phone: (973) 299-0300 Work Fax: (973) 299-1002 Website:


Products and Services:  Consulting, Investment Banking, Profitability Analyses

The Kafafian Group is a finance, strategy, and operations consulting firm specializing in performance management, profitability outsourcing, strategic and business planning, regulatory assistance, profit/process improvement, board and management advisory services, and investment banking advisory services.

Photo of The Long Group
The Long Group
Contact: Tom Long, Founding Manager
22 Greeley Street, Suite 2 Merrimack NH 03054 Work Phone: (603) 424-5664 Website:


Elizabeth Cote, Partner

The Long Group’s proprietary consumer and business financial database allows financial institutions to drive revenue, control cost, and improve performance. Turn to The Long Group to deepen customer relationships, penetrate existing markets, explore new geographies and locations, improve marketing efficiency and effectiveness, examine staffing and facilitate strategic planning to chart the future.

Updated 3 months ago.
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The NBS Group, LLC
Contact: Tom Grottke, Managing Partner
1331 Silas Deane Highway, Suite #5 Wethersfield CT 06109 Work Phone: (860) 798-7017 Website:


Community Bank consulting firm providing technology, operational improvement and strategic consulting services.  CIO, COO and CFO services.

Updated 4 months ago.
Photo of TransWestern Capital Advisors, LLC
TransWestern Capital Advisors, LLC
Contact: Kendrik de Koning
37 Bellevue Avenue Newport RI 02840 Work Phone: 800-997-0718 Website:


TransWestern Capital Advisors harnesses the power of best-in-class fixed income and risk management on behalf of community banks across the country. The firm was founded and managed by bankers for bankers, and key principals have worked with community banks for 30 years.

TWC offers co-mingled and customized on-balance sheet investment solutions, including an SEC-registered mutual fund created specifically for banks that offers next-day liquidity, 20% risk-weighting, and active interest rate risk management. The firm also tailors investment and liquidity management solutions to optimize performance and manage risk, all as defined by bank leadership.

Contact: Frank Leone, Northeast FI Managing Director, Bond & Specialty Insurance
6150 Oak Tree Blvd. Independence OH 44131 Work Phone: (216) 643-2308 Cell Phone: (440) 759-6670 Website:


Insurance Services


Contact: Howard Foote, Partner
4 Tower Place Executive Park, 7th Floor Albany NY 12207 Work Phone: (518) 449-3171 Work Fax: (518) 449-5832 Website:


Accounting Firm: Consulting and Assurance Service

Photo of Upgrade
Contact: Jim Quinn, Director of Financial Institution Partnerships
8480 Honeycutt Rd. Suite 200 Raleigh NC 27615 Work Phone: 919-306-1211 Website:


Upgrade partners with community banks to provide access to prime credit quality consumer assets. Upgrade offers affordable and responsible credit products to mainstream consumers through personal loans, auto refi and lines/cards.


Photo of Velocity Solutions, LLC
Velocity Solutions, LLC
Contact: Rick Caston, Regional Account Manager
PO Box 460939 Fort Lauderdale FL 33346 Work Phone: (954) 847-5800 Website:


Velocity Solutions, LLC is setting the standard as the industry’s leading professional in assisting banks in all facets related to Bank Owned Life Insurance (“BOLI”), as well as executive/director compensation benefit plans.  Our consultative approach to education, evaluation, implementation, along with regulatory compliance is unmatched.  Velocity Solutions is your bank’s partner, not just another vendor.

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Verdi Planning Company
Contact: Gerald Verdi, President
120 Wet Tupper Street Buffalo NY 14222 United States Work Phone: (716) 319-7384 Website: Verdi Planning Company


Verdi Planning Company is a consulting/research firm concentrating on community and regional bank delivery network optimization, branch planning and transformation, digital banking, customer channel use evolution, technology adaptation and justification and customer financial position and needs. Verdi Planning Company employs a detailed inter-disciplinary, data driven approach that yields pragmatic implementable and profitable plans.


Photo of WOLF & COMPANY, P.C.
Contact: Gerald R. Gagne, Director, Risk Management Services
255 State Street Boston MA 02109 Work Phone: (617) 439-9700 Work Fax: (617) 423-6229 Website:


Stephen R. King, Director, Regulatory Compliance

John Doherty, Financial Institution Audit and Tax

Accounting Firm/Consultant/Technology Services: Risk Management Services, Bank Audit & Tax

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