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Owners

Goods & Services

Downloadable mobile applications for accessing, facilitating transactions, and managing bank accounts, credit card accounts, investments accounts, and wealth management accounts; downloadable electronic publications, newsletters, podcasts, and videos in the fields of finance, business, and wealth management

Providing online non-downloadable videos, articles, podcasts, webinars, and newsletters in the fields of finance, banking, entrepreneurship, and wealth planning

Business management services relating to business succession planning, business risk management, and business operations; administration of business payroll and business account services; accounts receivable billing services

Providing a website featuring technology and non-downloadable software for digital banking, financial planning, wealth management, credit and loan services, finance management, secure financial transaction processing, monitoring investments, and analyzing financial, wealth, and investment account activity; Software as a service (SAAS) services featuring software for cloud-based e-invoicing and purchase-to-pay (P2P) automation

Banking services, namely, checking and savings account services; Banking services featuring the provision of certificates of deposit; money market account services; online banking; mobile banking services; ATM banking service; wire transfer services; credit card services, namely, issuing credit cards, processing credit card transactions and payments, and the administration of credit card accounts; providing cash, rewards, and other rebates for credit card use as part of a customer loyalty program; financing and lending services, namely, asset-based lending, secured and unsecured financing, lease financing, lease-purchase financing, structured financing, project financing, equipment financing, accounts receivable financing, credit card factoring agency services, small business loans, SBA loans, mortgage lending, auto loans, personal loans, home equity loans, construction and renovation loans, refinancing services, sponsor finance, capital markets services, treasury management, secured debt services, debt restructuring; international finance services, namely, credit card factoring agency services, foreign currency exchange, international wire transfers, documentary collections, and standby letters of credit; insurance services, namely, risk management, underwriting, brokerage, reinsurance, and consultancy in the fields of business, personal, property, and casualty insurance; investment services, namely, investment management, investment advisory services, brokerage services, and self-directed investing; wealth management and financial planning services, namely, personal finance, business finance, estate planning, retirement planning, tax planning, succession planning, philanthropic planning, wealth transfer, asset management, and fiduciary and trust services; financial information and advisory services in the fields of credit, risk management, asset management, tax, liquidity, budgeting, and savings; consulting services relating to financial strategy, financial succession planning, and financial risk management;