Sorrento Pacific Financial Industry Partners

SPF knows that regardless of their size, type or location, Financial Institutions around the country aid their communities by helping families and businesses grow. To support them in this endeavor, we only choose vendors and partners with the highest quality resources and sterling reputations. You can rest assured that SPF provides the very best so you can too.

ICBA Financial Services

SPF has a strategic alliance with ICBA Financial Services, a subsidiary of the ICBA Services Network and the Independent Community Bankers of America (ICBA). Through professional courses, certification options and continuing education classes, ICBA Financial Services provides SPF community banks with the highest quality and most tailored programs so they can better serve their customers and stay profitable.

Pershing LLC

To provide the very best investment products and the ultimate in account flexibility for our community bank clients and individual investors, SPF uses Pershing as our clearing house. Pershing is a subsidiary of The Bank of New York Mellon Corporation, the nation's oldest continuously operating bank, and one of the world's leading providers of securities services. Pershing has nearly $1 trillion in assets under administration, and its parent company has more than $23 trillion in assets in custody. With no retail product offering or proprietary trading, Pershing maintains an unbiased approach and has an impressive track record that spans nearly seven decades, delivering proven results for customers.