Financial Services / Banking

AGR Partners is a private equity firm that cultivates profitable, long-term growth in companies we see as indispensable assets of our food chain.

American AgCredit offers a broad range of agricultural loan, leasing and insurance services. Our flexible financial solutions ensure we have a loan to meet your needs, from equipment to real estate.

ACG provides exceptional, viticulture expertise, in the confidential management of the M&A and valuation process for sellers of privately held companies valued up to $40M.

As the #1 commercial bank lender and Ag lender in the U.S., Bank of America provides a full range of financial services to the Wine Industry.

At Bank of Marin we take the time to understand our customers and develop trusted relationships. Backed by the resources of a community bank, our wine industry specialists have the expertise to serve the unique and complex needs of your business.

Bank of the Finger Lakes, a unit of Wayne Bank, is a full-service community bank headquartered in Honesdale, PA. We opened for business in 2007 in Geneva, NY. Ten years later in 2017, we opened our second Finger Lakes office in Penn Yan, NY. Bank of the Finger Lakes specializes in providing comprehensive banking services to small and medium sized businesses, agribusiness enterprises, and farming operations. We are also active in financing professional practices and commercial real estate owners/developers.

Since its founding in 1977, Bank of the Sierra has grown to become the largest independent bank headquartered in California’s southern San Joaquin Valley, with over $3 billion in assets. Bank of the Sierra is a community-centric regional bank, which offers a full range of retail and commercial banking services with full-service branches located within the counties of Tulare, Kern, Kings, Fresno, Ventura, San Luis Obispo and Santa Barbara. The Bank also maintains a loan production office and an online branch and provides specialized lending services through an agricultural credit center and an SBA center. Bank of the Sierra is recognized as one of the strongest and top-performing community banks in the country with a 5-star rating from Bauer Financial.

BMO's Wine and Spirits group provides comprehensive capital solutions and financial services including access to a full suite of corporate lending, equipment financing and investment banking capabilities. To learn more visit commercial.bmo.com/wine

Bridge Bank is a full-service professional business bank. Our goal is to offer small-market and middle-market businesses from across many industries a better way to bank.

Agricultural Financing

We are Farm Credit, a nationwide network of customer-owned associations supporting rural communities and agriculture with reliable, consistent credit and financial services.

Eckhoff and Co. is a consulting, tax, audit and accounting firm serving Bay Area communities.

Full service commercial banking and equipment leasing needs for small and medium-sized wineries and growers in the North Coast region. Financing for inventory, equipment, business acquisition, winery facility expansion, vineyard finance and development. SBA Preferred Lender 504 and 7a loans.

F&M Bank has been a financial partner to vineyard and winery businesses for over 100 years. In 2018, F&M expanded their service area by establishing an office in Napa to support the Bay Area and North Coast.

F&M Bank has been a financial partner to vineyard and winery businesses for over 100 years. The Napa-based F&M banking team has decades of experience working with North Coast growers and wineries.

Farm Credit East is a financial cooperative providing credit and financial services to wine grape growers in Connecticut, Maine, Massachusetts, New Hampshire, Rhode Island, New York, New Jersey and Vermont.

Farm Credit West (and its wholly owned subsidiaries) is a customer-owned cooperative of the Farm Credit System.

Our philosophy continues to guide our decision-making and strengthen our dedication to our customers and our community. When you bank with us, your money is invested here and stays here, working for and giving back to our community.

From working lines of credit and cash management services to winery construction and vineyard development financing and other flexible financing options, First Republic can help you find solutions aimed at reaching your business and personal goals.

We provide financing for both new and used equipment. Complete a simple application and establish a line of credit for these purchases for up to $100,000.00.

Business Planning: succession and continuation; key employee compensation. Financial and Estate Planning. Investment Advisory Services. Risk Analysis and Management. Focus on closely-held and family-owned vintner and winegrape growers in California.

Founded in 1865 to finance trade between Asia and the West, today HSBC is one of the world's largest banking and financial services organizations serving some 55 million customers

JPMorgan Chase is a leader in investment banking, financial services for consumers, small business and commercial banking, financial transaction processing, asset management and private equity.

Latitude Wealth Management provides goal-focused, planning-driven financial solutions with an eye toward achieving our clients' most important financial objectives.

Live Oak Bank specializes in financing for the wine and craft beverage industry. Our experienced team leverages 75+ years of lending expertise with industry knowledge for wineries, vineyards and craft beverage businesses nationwide.

Lyons National Bank serves communities throughout Wayne, Onondaga, Ontario, Seneca, Monroe, Yates, and Cayuga Counties.

Servicing wine grape growers in Western New York

Working capital lines of credit for inventory and accounts receivable; Equipment Term Loans; Vineyard Development and Replant Loans, Crop Loans and Long Term Loans; Winery Construction and Permanent Loans. Operating Accounts and Treasury Management.

Flexible operating credit, real estate based revolving lines of credit, equipment financing, fixed and variable rate real estate financing, international trade services and more.

RBC Capital Markets is a premier investment bank that provides a focused set of products and services to corporations, institutional investors and governments around the world.

Silicon Valley Bank is a public bank in the top 30 by size in the US. (SIVB) The Wine Division has over 35 experts focused on the family premium wine and vineyard space on the US west coast.

Summit State Bank is a local community bank serving local businesses and nonprofits in Sonoma County. Summit specializes in offering loans to finance agricultural and winery production, real estate secured loans, equipment loans and more.

Transparent 401K is an independent advisory firm that specializes in helping companies with their 401(k) plans by cutting costs, improving fund selection, providing technical integration and excellent service.

Smarter financing for your winery or vineyard.

U.S. Bank's Wine Division provides a full suite of banking services to the wine industry including lines of credit, equipment / barrel loans, and vineyard financing. U.S. Bank also has robust treasury management and payment service offerings.

We specialize in winery and vineyard operations on the West Coast providing a full suite of financial products and services including debt capital, treasury management, and foreign exchange.

Since 1955 Wells Fargo has been a leading lender to the wine industry.

Property & Casualty, Workers’ Compensation, Medical, Dental, Vision, Life and Crop Insurance services. Full-Service insurance brokerage and risk management consulting firm specializing in the Wine Industry.

Yosemite Farm Credit offers a comprehensive array of financing and banking options to meet all your agriculture-enterprise needs.