Banking, Investment and Wealth Management

Bank of Texas
5956 Sherry lane, Suite 100, Dallas TX 75225

Bank of Texas is part of BOK Financial (NASDAQ: BOKF), which traces its roots to 1910. BOK Financial is a strong and stable partner with more than $30 billion in assets and 4,700 employees in 10 states, with services throughout the nation.

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6650 N. MacArthur Blvd., Irving 75039

Checking Accounts, BB&T@Work, Savings Accounts, Prepaid Cards, Credit Cards, Debit Cards, CDs, Home Mortgage, Home Equity Loans and Lines of Credit, Auto Loans, Personal Loans, Planning for Retirement, Saving for College, Ways to Invest, Investment Options, CDs, Your Workplace Retirement Plan, Personal Insurance, Find an Agent, Online acces, Online Banking, Mobile Banking, Investment Account Services, Investment Account Access, Accoount Services, Financial Software

1717 Main Street, Dallas, TX 75201

Comerica Incorporated (NYSE: CMA) is a financial services company headquartered in Dallas, Texas and strategically aligned by the Business Bank, the Retail Bank, and Wealth Management. Comerica’s approximately 8,000 colleagues focus on relationships, and helping people and businesses be successful. In addition to Texas, Comerica Bank locations can be found in Arizona, California, Florida and Michigan, with selected businesses operating in several other states, as well as in Canada and Mexico. Comerica is among the 25 largest U.S. financial holding companies (as of 9/30/17). Comerica has 431 U.S. banking centers. It is among the DiversityInc top 10 regional companies for diversity.

Cypress Growth Capital
Commonwealth Hall at Old Parkland, 3899 Maple Avenue, Suite 100, Dallas, Texas 75219

Cypress Growth Capital is the largest and most experienced royalty-based growth capital investor in the United States. Since our formation in 2010, we have completed dozens of multimillion-dollar royalty investments in software and technology-enabled services companies. With more than $100,000,000 of capital under management, Cypress has an established track record of funding emerging companies and helping entrepreneurs achieve their goals.

Encore Wealth Management
5005 LBJ FWY, Suite 1200, Dallas, TX 75244

At Encore Wealth Management we have always believed that making good investment decisions, even through very difficult periods, must start with a confident and intellectually well-founded commitment to a sensible, rational set of investment beliefs, diversification and analysis not emotion to make decisions.  Our approach is grounded in hard work and fundamental research.

Federal Reserve Bank Of Dallas
2200 N. Pearl Street., Dallas Texas 75201

The Dallas Fed is the Federal Reserve Bank that represents the Eleventh District of the Federal Reserve System. We cover Texas, Southern New Mexico and Northern Louisiana. We are one of the 12 Regional Reserve Banks that make up the central bank of the United States.

Iberia Bank
8201 Preston Rd, Ste 280, Dallas, TX 75225

IBERIABANK started in 1887, in New Iberia, Louisiana. For over 130 years, we have focused on growth and a commitment to the community. Today, we continue that dedication by meeting the needs of our clients through comprehensive financial services which include Retail, Commercial, Business Banking, Private Banking, and Mortgage.

300 Crescent Court, Suite 1300

Merrill Lynch Wealth Management is an American wealth management division under the auspices of Bank of America. Along with Bank of America Merrill Lynch, the investment banking arm, both firms engage in prime brokerage and security dealings. The firm is headquartered in New York City, and occupies the entire 34 stories of 250 Vesey Street, part of the Brookfield Place complex, in Manhattan. Merrill Lynch employs over 15,000 financial advisors and manages $2.2 trillion in client assets.

Naya Ventures
222 W. Las Colinas Blvd, Suite #755E, Irving Texas 75039

We are an early-stage venture capital firm focused mainly on US and India-based companies. We invest in and partner with companies that offer products and services in the Mobile and Cloud arenas that have the potential to tap into global markets. Our portfolio companies are characterized by innovative technology, strong management teams with deep industry connections and significant customer traction. In many cases, we will be the initial largest investor and act as an incubator to the companies and their technologies.

One World Bank
2449 Walnut Hill Ln, Dallas TX 75229

Our mission is to provide personal and customized financial services to our customers.  We are committed to making your banking experience an enjoyable one.  It is my sincere and personal commitment that you will enjoy banking with us and enjoy working with our staff.