Diversified Banking & Financial Services
Six specialist subsidiaries work as one—so capital moves faster, risk stays measured, and earnings grow alongside clients.
NASDAQ: TECTP
Preferred stock since 2019
ROE
Annual return on average tangible common equity as of 06/30/2025
Billion
Assets under advisement as of 06/30/2025
Insider Owned
Founders & executives
Employees
as of 06/30/2025
Banking, Lending &
Retirement
T Bank combines SBA/USDA lending, community banking, and small-plan retirement services—backed by an A+ bank-rating and nearly $1 billion in assets.
Factoring & Working
Capital Advances
Integra converts invoices to same-day cash, delivering working-capital advances that keep payroll rolling and growth on track.
Plan Design & Third
Party Administration
Founded in 1979, The Nolan Company handles recordkeeping, compliance, and actuarial work for small-plan sponsors, turning complex rules into turnkey service.
Asset Management
& Family Office
Tectonic Advisors oversees $4.5 billion in goals-based portfolios, backed by deep research and family-office planning.
Wealth Management &
Institutional Services
Founded in 1987, Sanders Morris oversees $3.5 billion for private and institutional clients, combining discretionary brokerage, institutional trading, and investment-banking expertise.
Insurance
Solutions
HWG Insurance brokers life and disability coverage that protects key people and preserves generational wealth—integrated seamlessly with your broader financial plan.
Proprietary Technology in Action
We build cloud tools—instant loan scores, live portfolio dashboards—so bankers, advisors, and clients act on fresh data in real time.
Our Competitive Advantage
Complementary Businesses, Balanced Results
Subsidiaries draw income from uncorrelated drivers—credit spread, fee revenue, AUM, float, and risk premium—smoothing earnings through every cycle.
Experienced Teams,
High-Touch Service
Industry experts answer on the first ring, turning needs — from M&A funding to fleet cash flow, practice expansion, and portfolio care — into lasting relationships that compound across the group.
Disciplined Capital, Consistent Returns
We grow with cash, not excess leverage. Shared services keep fixed spend lean, letting new verticals break even fast. Since our 2019 Nasdaq debut, ROA and ROE have topped peer medians every year—underpinned by >50% insider ownership.
Proprietary Tech,
Real-Time Decisions
A single cloud core feeds loan-scoring engines, portfolio analytics, and compliance tools. Data moves once, then flows everywhere—cutting unit costs and turning fresh insight into faster credit approvals, sharper trades, and instant risk alerts.
Featured News and Insights
We share our perspectives on the markets and policy, as well as the latest news from the firm.
