Polaris is a nationwide Registered Investment Advisor that focuses on partnering with banks, credit unions, and other financial institutions to provide wealth management solutions. Explore how we can help you.
Your trusted wealth management partner.
Polaris was founded and is committed to serving as a dedicated wealth management partner to financial institutions.
We offer a suite of programs and consulting services to help banks, credit unions, fintechs, and financial institutions compete in the wealth management space. Our mission is to empower financial institutions to launch and grow their wealth management business. Contact us to start the conversation.
A suite of programs and solutions designed to provide your clients, members, or employees with an outstanding experience throughout their financial journey.
Workplace+ & SEG+ Benefits
Our financial wellness programs makes it easier for you to attract and retain the talent that drives your business forward. Through our team of experienced advisors and easy-to-use online tools, we help your employees prepare for life events, retirement and their health.