As a global financial services company, we oversee more than $59.4 trillion* in assets for our clients – managing it, moving it and keeping it safe.

For over 240 years, we have been creating new solutions that benefit businesses, communities and people everywhere.

No matter what the future brings, we’ll be ready and we’ll be working. Making money work for the world.

Whether raising capital in Singapore or financing equipment in Los Angeles, hedging currencies in Frankfurt or expanding a business in Huntsville, we understand the challenges our clients face around the world. We combine local knowledge and global perspective to tailor solutions to meet clients’ goals. We are the largest U.S. commercial and industrial lender. And we have one of the top market-making and investment banking platforms.

Wells Fargo Government Banking provides access to specialized products and services to address the distinctive needs of local and state governments, with a focus on building long-term relationships.

Siebert Williams Shank is an independent non-bank financial services firm that offers investment banking, sales and trading, research, and advisory services. We provide customized solutions incorporating comprehensive financial advisory, capital raising and risk management guidance with the mission of delivering the highest level of value-added services to our clients.

Fidelity Capital Markets ® (FCM) provides innovative trading and technology solutions, and execution services across multiple asset classes for institutional investors. Our offering includes a suite of electronic brokerage products for equities, options, prime brokerage, securities lending, fixed income, municipal- and bank-issued brokered CD underwriting, and FOREX. For more than 30 years, FCM has successfully worked with asset managers, hedge funds, family offices, endowments, banks, and brokerage firms in support of their business goals. Fidelity has one of the largest retail and institutional presences; this expansive network provides institutional investors with a differentiated offering and greater access to liquidity. We can help clients maximize their investment strategies with our leading market insight, advanced technology solutions, and high-quality trade execution.

Helping government & nonprofit finance teams do their best work

DebtBook helps finance teams manage debt, cash, leases, and subscriptions with modern, cloud-based software, purpose-built for governments and nonprofits.

Invest Smarter, Build Stronger with BAM-Insured Bonds.

BAM Mutual-insured bonds help investors build a better portfolio and support essential infrastructure projects. Let our exclusive focus be your strategic advantage

Baker Tilly is a top 10 advisory, tax, and assurance firm connecting with organizations to uncover what drives their performance and translate that insight into distinct strategic advantage.

Our work is grounded in enduring, collaborative relationships and strengthened by deep industry intelligence across 30+ sectors. Designed specifically for the middle market, we understand its complexity, demands, and opportunities and how to navigate them with ambition and clarity.

Backed by professionals across the U.S. and in leading global financial centers, we provide access to a full platform of capabilities from validated financial performance to mitigated risk, managed operations, strategic transformation, personal wealth, enhanced tax value, and more. All to reach your organization’s full potential.