Company Profile
- Financial Institutions, Inc. (NASDAQ: FISI) (“the company”) is a $6.2 billion-asset bank holding company founded roughly 200 years ago. With approximately 50 branches located throughout Western and Central New York, FISI offers a wide range of commercial and retail services through its New York chartered banking subsidiary, Five Star Bank (“the bank”). Furthermore, FISI also has LPOs in suburban Maryland and Syracuse, NY.
- The company also offers insurance and wealth management services through its nonbanking subsidiaries that include SDN Insurance and Courier Capital, LLC (wealth management firm). As of 4Q23, FISI reflected AUM of ~$3 billion.