Monroe Financial Partners, Inc.

A boutique investment banking firm serving financial institutions throughout the nation.


Since its founding in 1968, Monroe Financial Partners, Inc. has focused on financial institutions, growing from a single-office trading firm to a full service securities firm with multiple offices across the nation.

What hasn’t changed is that Monroe enjoys deep expertise in the financial institutions market, including:

  •  a national market-making effort that trades 700 community bank stocks;

  • an experienced investment banking team with over 100 collective years covering financial institutions;

  • an affiliated asset management company, Siena Capital Partners, that invests in financial service companies; and

  • an affiliated online funding marketplace, QwickRate, that provides the premier marketplace for CD funding and investing and offers regulatory and performance financial reports for financial institutions.