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Finance Companies Worldwide

Finance firms provide, structure, and manage financial products, capital, and advisory services for retail, corporate, and institutional clients. This page lists companies operating in the Finance sector based on self-reported profile data. The directory currently holds 2663 companies in this sector. The largest share of listings is based in United States (US). Related sectors on Enterprise League include Accounting, Banking, Corporate Finance, Auditing, Asset Management, Personal Finance, Angel Investment.
2,663 companies
United States (US) top country

Finance
List of Finance companies in All locations

2663 companies

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RMA Central Florida Chapter Logo

RMA Central Florida Chapter

 Orlando, United States (US)

RMA Central Florida Chapter is a volunteer-run nonprofit organization dedicated to advancing risk management principles within the financial services industry in Central Florida. Founded in 1914 as part of the Risk Management Association (RMA), we provide valuable resources and networking opportunities for risk management professionals.

We serve a diverse community of bankers, financial institutions, and risk management specialists, helping them navigate complex regulatory landscapes and implement effective risk strategies. Our chapter focuses on credit risk, market risk, and operational risk, aligning with RMA’s core mission.

As a chapter of RMA, we offer educational programs, networking events, and a supportive community to help our members excel in their careers. We are committed to fostering a culture of risk awareness and best practices within the financial sector of Central Florida.

The Central Florida Chapter plays a vital role in supporting the broader RMA community, contributing to the association’s global network of over 31,000 members worldwide.
Finance
Financial Services

1914

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Hometown Loans is a family-run mortgage broker based in Irvine, California, specializing in providing accessible home loan solutions to borrowers across the United States.

We understand that securing a mortgage can be a complex and sometimes daunting process, particularly for those with less-than-perfect credit or unique financial circumstances. Our mission is to simplify the journey, offering a wide range of loan programs, including Cashout Loans, FHA Loans, VA Loans, and Jumbo Loans, designed to meet diverse needs.

At Hometown Loans, we prioritize building strong relationships with our clients, taking the time to understand their individual goals and providing personalized guidance every step of the way. We are committed to offering competitive rates, transparent terms, and a hassle-free experience, ensuring that securing your dream home is as effortless as possible. We also offer debt consolidation loans and programs designed for borrowers with a wide range of credit situations.

Founded in 2009, Hometown Loans has a proven track record of helping families achieve homeownership, and we pride ourselves on our dedication to customer service and our ability to find creative solutions for our clients. We are a veteran loyalty program participant and offer a 14-day closing guarantee.
Finance
Financial Services

2009

GSP Capital is a purpose-driven family office based in Dubai and London, specializing in impact investing across healthcare, education, property, and digital innovation.

We partner with mission-aligned companies and organizations, deploying capital and leveraging expertise to build resilient businesses that generate returns while creating a measurable positive impact on society.

GSP Capital’s approach is rooted in three core pillars: Purpose – focusing on essential sectors for sustainable growth; Integrity – operating with transparency and ethical rigor; and Legacy – building for generations to come through enduring value.

Founded on the belief that disciplined strategy and principled leadership create enduring value, we combine global expertise with personalized attention, delivering results that speak louder than promises. We are dedicated to improving access to life-changing medical services, expanding educational opportunities, developing thoughtful real estate projects, and driving digital transformation – all while generating sustainable returns and fostering shared prosperity.
Finance
Financial Services

2013

WealthStar Advisors, LLC is a leading independent financial planning and wealth management firm based in Plano, Texas.

We specialize in providing comprehensive wealth management solutions to high-net-worth individuals, families, and businesses across North America. Our team of experienced advisors focuses on building long-term relationships and tailoring strategies to meet each client’s unique goals and needs.

At WealthStar Advisors, we prioritize a personalized approach, combining financial planning, estate planning, protection planning, and investment management to help our clients achieve financial security and live fulfilling lives. We’re committed to delivering exceptional service and acting as a trusted partner in all aspects of their financial journey.

Founded in 2010, WealthStar Advisors has grown to serve over 47 clients, supported by a dedicated team of 9 professionals. We are a Registered Investment Adviser, and our advisors hold designations such as CFP® and CRPC®.
Finance
Financial Services

2010

United First Financial is a US-based financial technology company specializing in interest-reducing software solutions for mortgage and consumer debt payoff.

We provide a unique program that combines innovative software with traditional banking systems and personalized coaching, helping clients eliminate debt in 1/3 to 1/2 the time – without refinancing or altering their existing monthly payments or lifestyle.

Our platform streamlines the debt reduction process, offering a clear path to financial freedom and peace of mind. We cater to individuals seeking a smarter, more efficient way to tackle their debt obligations, offering a personalized and supportive experience.

United First Financial is committed to empowering clients to achieve their financial goals through technology and expert guidance. We are a team of dedicated professionals focused on delivering exceptional results and building long-term relationships.
Finance
Financial Services
RetireGuide is a Florida-based financial information resource dedicated to helping seniors make informed decisions about their retirement.

We provide comprehensive resources and expert guidance on topics crucial to a secure retirement, including Medicare, annuities, life insurance, and Social Security benefits. Our mission is to empower seniors with the knowledge they need to navigate complex financial landscapes and achieve a financially sound and fulfilling retirement.

RetireGuide distinguishes itself through its commitment to delivering accurate, up-to-date information from a team of experienced journalists and finance experts. We offer a wide range of guides, articles, and tools to support retirees and their families in making smart financial choices.

Since our founding, we've focused on simplifying retirement planning and providing accessible resources for those seeking clarity and confidence in their financial future.
Finance
Financial Services
Central Financial Services is a leading independent financial planning firm based in Lincoln, Nebraska, dedicated to providing comprehensive wealth management solutions to individuals, business owners, and retirees.

We specialize in helping our clients achieve their financial goals through a range of services, including retirement planning, investment management, insurance strategies, and estate planning. Our experienced team works closely with each client to understand their unique needs and develop tailored strategies to safeguard their financial future.

At Central Financial Services, we prioritize clear communication, objective advice, and a client-centric approach. We partner with Ameritas Investment Corp. to offer a broad selection of investment products and services, ensuring our clients receive the best possible solutions for their specific circumstances.

Founded in 1992, we’ve grown to serve a diverse clientele while maintaining a commitment to personalized service and long-term financial success.
Finance
Financial Services

1992

Element Financial Marketing is a leading marketing organization based in St. Petersburg, Florida, specializing in providing comprehensive marketing solutions for the fixed and fixed index annuity industry.

We support independent annuity agents and financial advisors by offering a suite of services designed to drive lead generation, improve prospecting, and enhance client relationships. Our focus is on delivering effective strategies and tools to help advisors grow their businesses and achieve their financial goals.

Element Financial Marketing differentiates itself through its deep understanding of the annuity market, its commitment to providing high-quality training and resources, and its dedication to building long-term partnerships with its clients. We help advisors navigate the complexities of the industry and connect with qualified leads, ultimately boosting their success.

Founded in 2009, Element Financial Marketing has grown to serve a significant number of advisors across the United States, consistently providing innovative marketing solutions and unparalleled support.
Finance
Financial Services

2009

Delight Funding is a mortgage broker headquartered in Irvine, California, dedicated to simplifying the home buying and refinancing process for individuals across multiple states.

We empower our clients to achieve their financial goals by providing tailored loan programs, expert guidance, and a seamless experience. Our team of experienced professionals, including Minle Zhang, CEO, and Yu Ning, President, is committed to delivering exceptional service and building long-term relationships.

Delight Funding’s three-in-one management system – encompassing marketing, sales, and processing – ensures efficient operations and rapid problem resolution, allowing us to consistently deliver a high-speed and effective service. We are licensed in CA, TX, FL, IN, and AR, and committed to equal housing lending practices.
Finance
Financial Services

2018

Spartan Financial Services Corp is a leading financial services provider specializing in premium financing solutions for insurance agents, operating primarily in Florida and Georgia.

We help insurance agents and their clients manage and pay insurance premiums more efficiently, providing a reliable and secure alternative to traditional methods. Our services are designed to streamline premium payments, reduce administrative burdens, and improve cash flow for agents and their insureds.

With over 40 years of experience through our affiliate, United Insurance Finance Co., Spartan Financial Services Corp. offers a proven track record of professionalism, commitment, and market dominance. We are an independently owned company dedicated to delivering exceptional service and building long-term partnerships.

Currently, we serve agents in Puerto Rico who are expanding their reach into Florida and Georgia, offering a seamless and compliant solution for premium financing.
Finance
Financial Services
Nova Financial Partners is a multi-state financial services firm based in Irvine, California, specializing in retirement planning, tax-efficient strategies, and insurance solutions for individuals, families, and business owners.

We combine traditional planning principles with forward-looking strategies so clients can preserve assets, mitigate risk, and build long-term financial security. Our advisors help clients understand how money truly works – not just how to grow it, but how to keep it.

At Nova Financial Partners, we are dedicated to providing financial clarity, eliminating uncertainty, and helping our clients and partners build lasting wealth for future generations. We offer comprehensive guidance, including retirement income planning, tax-efficient strategies for business owners, life insurance, long-term care planning, and estate planning, all designed to safeguard your financial future.

Founded on the principle of empowering financial confidence, Nova Financial Partners has a proven track record of success, assisting clients across diverse industries, including engineering, healthcare, accounting, and real estate, in transitioning or expanding into the financial services sector.
Finance
Financial Services
Align Partners is a US-based financial services and legal technology platform connecting professionals to empower families and businesses towards financial independence.

We provide a decentralized network designed to foster collaboration and systemic financial education. Our platform helps financial services and legal professionals streamline workflows, improve client outcomes, and drive sustainable growth.

Align Partners is built on the belief that interconnected networks can create exponential positive impact. We are committed to building a future where financial knowledge and access are universally available, fostering a more equitable and prosperous world.

Founded in 2017, Align Partners currently employs 6-50 people and operates from headquarters in San Jose, California, with additional locations in Irvine, Fremont, and Austin.
Finance
Financial Services

2017

FairMarketValue is an Irvine, California-based private company valuation and analysis firm specializing in providing insights for businesses and their advisors.

We empower businesses and their trusted advisors – including accountants, attorneys, and financial advisors – with unparalleled visibility into the operations, growth, and success of private companies. Our platform leverages anonymized data from over 450,000 US companies, offering a comprehensive understanding of financial performance and industry benchmarks.

Fair Market Value distinguishes itself through its AI-powered analytics, delivering instant business assessments, benchmarking against 100+ KPIs, and access to robust industry research. We offer a range of solutions, from automated financial analysis to custom valuation engagements, ensuring clients have the data they need to make informed decisions.

Founded in 2024, FairMarketValue combines decades of valuation expertise with proprietary data, providing professional-grade analysis at a fraction of the cost of traditional methods.
Finance
Financial Services

2024

Elias Kruse Financial is a leading financial planning firm serving clients in Lincoln, Nebraska and the surrounding area.

We provide comprehensive wealth management solutions tailored to individual needs, encompassing retirement planning, investment management, estate planning, and insurance strategies.

As a Northwestern Mutual affiliate, we combine the stability and resources of a national brand with the personalized service of a local team. Our approach focuses on building long-term relationships and helping clients achieve their financial goals with confidence.

Our team of experienced Certified Financial Planners (CFP®), Chartered Financial Consultants (ChFC®), and Retirement Income Certified Professionals (RICP®) are dedicated to providing expert guidance and support. We are committed to helping families and individuals secure their financial future.
Finance
Financial Services
Remedy Tax Solutions is a leading tax firm based in Irvine, California, specializing in resolving IRS tax debt for individuals and businesses.

We understand that dealing with the IRS can be incredibly stressful and time-consuming. Our team of experienced tax professionals provides comprehensive support, navigating complex tax regulations and negotiating with the IRS on your behalf.

Remedy Tax Solutions offers a full suite of services, including IRS levy removal, installment agreement negotiation, and offer in compromise assistance. We are dedicated to helping our clients achieve tax relief and peace of mind. We focus on providing practical, effective solutions for individuals and businesses facing tax challenges. Our expertise in resolving IRS tax debt makes us a trusted partner in achieving financial stability.

With a proven track record and a commitment to client satisfaction, Remedy Tax Solutions is your reliable resource for navigating the complexities of the IRS.
Finance
Financial Services
Touchstone Wealth Partners is a wealth management firm based in Bonita Springs, Florida, specializing in personalized financial planning and investment advisory services.

We help individuals and families across the United States achieve their long-term financial goals through comprehensive solutions. Our services include wealth planning, retirement strategies, estate planning strategies, and insurance services – all designed to align with your unique life aspirations and financial objectives.

As a member of the Wells Fargo Advisors Financial Network, Touchstone Wealth Partners combines local expertise with a national network of resources. We are dedicated to building lasting relationships and providing tailored guidance to navigate the complexities of wealth management.

Founded in 2015, we’ve grown to serve clients with a focus on delivering exceptional service and achieving superior results. We are committed to helping you create a vision for the future.
Finance
Financial Services

2015

Lionsford LLC is a trusted advisor in commercial real estate finance and small business lending, based in Irvine, California.

We specialize in providing flexible financial solutions to real estate investors and small businesses who may not qualify for traditional loans. Our diverse expertise and access to a wide range of capital sources enable us to arrange competitive financing for a variety of transactions, regardless of size or property type.

Lionsford’s commitment is to deliver creative, reliable financing that gets deals done, backed by over 24 years of lending experience and a dedication to integrity and excellence. We offer Non-QM Loans, Specialty Loans, DSCR Loans, Commercial Real Estate Loans, and Agency & Government Programs, catering to unique investment strategies and borrower profiles.

We’ve helped over 100,000+ clients and funded over $10 billion in loans.
Finance
Financial Services

2019

Sosna Gems Investments Inc is a global investment company specializing in certified natural gemstones, precious metals, and premium jewelry, with dual headquarters in Florida (USA) and Prague (EU).

We provide accredited investors access to real, asset-backed equity under Regulation D 506(c) (U.S.) and Regulation S (international). All Series B shares are backed by 90% real assets – fully insured, certified (GIA/IGI/HRD) and securely stored in world-class vaults including Brink’s and J.P. Morgan segregated accounts.

Sosna Gems operates a unique, vertically aligned model built for performance, transparency and stability. Our 90/10 allocation strategy, annual independent audits, strict AML/KYC compliance and zero-synthetics policy create one of the most secure structures in the luxury asset investment sector.

With over 25 years of expertise, Sosna Gems builds a fully integrated ecosystem that unites sourcing, certification, secure vaulting, global sales and long-term asset management under one luxury investment platform. We operate a global infrastructure spanning the USA, EU, GCC and DMCC Dubai, offering investors secure multi-vault storage and 100% natural gemstones – zero synthetics, lifetime authenticity.
Finance
Financial Services

2024

Docitt is an Irvine, California-based technology company revolutionizing the mortgage industry. We simplify and streamline the entire loan submission process, eliminating the need for traditional loan officers and reducing paperwork.

Docitt serves lenders and mortgage brokers seeking to modernize their operations and improve the borrower experience. Our platform addresses the critical pain points of compliance, data management, and borrower engagement, enabling faster loan closings and increased efficiency.

What differentiates Docitt is our unique combination of data-driven technology and a deep understanding of the mortgage industry. We provide a fully automated, audit-ready workflow that integrates seamlessly with existing LOS systems. Our solution empowers lenders to deliver a truly digital and transparent loan experience, while ensuring compliance and mitigating risk. We are a team of lenders and technologists dedicated to transforming the future of mortgage lending.
Finance
Financial Services

2014

Guardian Financial Group is a leading provider of retirement planning and investment advisory services specifically designed for ministers and church leaders across the United States.

We specialize in maximizing housing allowances, establishing robust Church Retirement Plans, and developing personalized income strategies to ensure financial security throughout their careers.

Our approach centers on simplifying complex financial matters, providing peace of mind, and empowering ministers to focus on their core mission. We offer comprehensive solutions, including investment advisory, financial planning, and insurance, all delivered through Simplicity Wealth, LLC and Guardian Financial Group.

With a dedicated team and a commitment to exceptional service, we help these individuals and organizations build a secure financial future. We are committed to supporting those who dedicate their lives to service, providing tailored financial guidance and support.

Guardian Financial Group is a trusted partner for ministers and church leaders seeking expert financial planning.
Finance
Financial Services
National One Funding is a leading business funding solutions provider based in Orlando, Florida, specializing in revenue recovery and accounts receivable management for a diverse range of industries.

We help businesses across the United States – including those in Real Estate, Student Lending, Financial Services, Automotive Lending, and Utilities – maximize their revenue streams by providing comprehensive early-out, primary, secondary, and tertiary collection services. Our experienced team handles everything from dormant judgments to complex warehouse operations, offering a streamlined and compliant approach to debt recovery.

National One Funding distinguishes itself through its commitment to personalized service and deep industry expertise. We offer tailored solutions to meet the unique needs of each client, ensuring efficient and effective recovery while maintaining the highest ethical standards. We are dedicated to providing a reliable and profitable partnership for businesses seeking to improve their financial performance.

Founded in 2014, National One Funding has rapidly grown to serve over 100 clients, demonstrating our commitment to delivering exceptional results and building long-term relationships.
Finance
Financial Services

2014

StoneKimbro is a Los Angeles-based financial solutions group specializing in retirement, investment, and estate planning services for individuals, businesses, and non-profits.

We serve clients seeking comprehensive financial guidance, including business succession planning, tax-smart strategies, and wealth protection.

StoneKimbro distinguishes itself through its Lifecycle Advisory Team, comprised of experienced specialists who collaborate to create integrated financial plans that address diverse needs – from retirement readiness to legacy building. Our approach combines decades of collective expertise with a commitment to socially responsible investing and ESG evaluation.

We are dedicated to helping our clients achieve their financial goals with clarity, confidence, and a focus on long-term security. StoneKimbro – Your complete financial future built wisely.
Finance
Financial Services
Opus Financial Partners is a leading mergers and acquisitions advisory firm based in Irvine, California, serving middle market companies across the United States.

We specialize in providing comprehensive financial advisory services, including M&A advisory, capital advisory, and financial advisory, to support our clients through every stage of their business lifecycle. Our expertise spans the full range of M&A activities, from sell-side and buy-side engagements to strategic advice for Boards of Directors.

As a wholly-owned subsidiary of Opus Bank, we leverage a strong foundation of capital markets knowledge and a commitment to building lasting client relationships. We are dedicated to delivering exceptional results and exceeding client expectations, providing tailored solutions for private placements, debt financing, and equity offerings. We are a member of FINRA and SIPC.
Finance
Financial Services

2014

Peak Home Loans is a leading mortgage lender headquartered in St Petersburg, Florida, specializing in simplifying the home buying process for borrowers across the United States.

We provide a streamlined and transparent experience, eliminating the complexities of traditional mortgage lending. Peak Home Loans offers a wide range of loan programs, including VA loans, FHA loans, and jumbo loans, catering to diverse financial situations and credit histories.

Our commitment to exceptional customer service, combined with our innovative mortgage platform and competitive rates, ensures that our clients receive the best possible financing options. We pride ourselves on our dedication to helping individuals achieve their homeownership dreams, offering free mortgage advice and support throughout the entire process. We are dedicated to providing first-time home buyers with accessible financing and low down payment options.

Since 2004, Peak Home Loans has been committed to making mortgages easy and accessible for all Americans. We are a rapidly expanding lender with a nationwide presence, serving clients in Florida, California, Pennsylvania, and Texas. We offer instant pre-approvals and a 30-day closing guarantee.
Finance
Financial Services

2004

ATI is a venture capital and software development firm based in Fort Wayne, Indiana.

We specialize in co-creating digital products and solutions with corporations and entrepreneurs across the Midwest. Our approach combines private technology investment with custom development, enabling clients to reach their goals and maximize long-term impact. We focus on building and launching disruptive ventures, offering a comprehensive suite of services including digital strategy, web development, and mobile development.

ATI’s unique model – integrating investment and development – streamlines the process of bringing innovative ideas to market. Founded in 2017, we’re a team of just 2, dedicated to helping the bold create the future. We provide a full range of services, including brand, design, marketing, and support.
Finance
Financial Services

2017

Prosperity Partners Private Wealth Management is a wealth management firm based in Irvine, California, dedicated to helping high-net-worth individuals, families, and foundations achieve lasting prosperity.

We act as your Chief Prosperity Officertm, guiding you through the complexities of wealth creation, preservation, and legacy planning. Our services encompass a comprehensive suite of solutions, including investment management, retirement planning, estate planning, and exit strategies.

At Prosperity Partners, we prioritize a client-centric approach, focusing on understanding your unique goals and aspirations. We specialize in serving individuals, business owners, construction owners, entertainers, sports figures, inheritors, and foundations. Our NextGen service ensures your assets are used to create the life you envision for your family, while our Exit Preparedness Assessment helps business owners evaluate their readiness to sell or transfer their companies. Discover how we can help you build a future of true prosperity.
Finance
Financial Services

1983

Aryming Funding is a private real estate lending firm based in New Jersey, specializing in bridge financing for distressed residential and mixed-use commercial properties.

We provide 12 to 15 month financing to investors and builders, focusing on REOs, short sales, multi-family buildings, new residential construction, and mixed-use commercial properties.

Aryming Funding offers a transparent and personalized approach to real estate investment, catering to accredited investors seeking high-yielding opportunities with robust due diligence and management. Our 14 years of experience in real estate development and investment ensures a reliable and knowledgeable partnership.

We are dedicated to helping our investor partners navigate the dynamic real estate market and achieve their financial goals.
Finance
Financial Services
RegSmart is a Plano, Texas-based software company specializing in BSA/AML and cybersecurity risk assessment solutions for the financial services industry.

We provide automated SaaS platforms designed to help banks, credit unions, and non-bank financial institutions effectively manage and mitigate the most critical risks facing their organizations – money laundering and cybercrime.

RegSmart distinguishes itself through a combination of industry-leading technology and the expertise of former senior partners from a leading financial fraud auditing company, former heads of operations, and seasoned Chief Information Officers. Our solutions offer a TRUE ongoing risk-based approach to compliance, maximizing efficiency and minimizing client costs, while providing front-line compliance and chief risk officers with the data they need to support resource requests and policy requirements.

Founded on the principle of aligning resources with business mission, RegSmart empowers financial institutions to confidently navigate complex regulatory landscapes and proactively address evolving threats.
Finance
Financial Services

2015

Pacific Financial Group is a leading investment platform and asset management firm based in Irvine, California.

We provide comprehensive solutions to financial professionals and institutions, encompassing turn-key investment platforms, funds management, and sophisticated analytics.

Pacific Financial Group distinguishes itself through a unique blend of institutional and retail investment expertise, delivering custom financial strategies tailored to meet the specific needs of our clients. We support investors and financial advisors seeking robust, integrated tools and data-driven insights.

Founded in 2007, we’ve grown to serve a diverse client base with a dedicated team of specialists.
Finance
Financial Services

2007

The KeyArx Group is a leading provider of innovative insurance solutions for healthcare organizations and physicians, based in Holmdel, New Jersey.

We specialize in designing cash-value insurance strategies that deliver significant cost savings – typically 20% to 40% – while simultaneously increasing benefit coverage by 40% to 70%.

Our approach focuses on provider-direct solutions, offering unparalleled transparency and control over healthcare financing. We help clients navigate complex insurance landscapes and optimize their financial performance, ultimately improving patient care.

Founded with a commitment to simplifying healthcare finance, The KeyArx Group has grown to serve a diverse range of clients across the United States, including offices in Orlando, Florida; Spring Lake, New Jersey; St. Louis, Missouri; and Holmdel, New Jersey.
Finance
Financial Services
Creative Financial Partners is a retirement income strategy firm based in Toledo, Ohio.

As an independent agency, we’re free to look at your whole financial picture, not just parts of it. We call it the independent advantage – an environment you’ll only find working with a professional at Creative Financial Partners.

We help create retirement income strategies for people in or nearing retirement so their retirement income lasts as long as they do. We offer 401(k), 403(b), IRA and SEP Plans, Disability Insurance, Health Insurance, and Identity Theft Protection.

Founded in 2005, we are a full-service agency focused on helping our clients’ meet goals and realize dreams. Our mission is to provide outstanding customer service while helping you reach your financial goals.
Finance
Financial Services

2005

SmartMoni is a US-based financial services company specializing in innovative payment solutions and digital currency initiatives.

We empower individuals and businesses with the MoniPlus platform, a revolutionary system designed to transform the way money is used and managed.

SmartMoni distinguishes itself through its commitment to creating a more equitable and prosperous financial ecosystem, leveraging blockchain technology and a unique value layer – the MoniStream – to deliver enhanced transaction capabilities and new revenue streams. We are building a new era of digital finance, prioritizing accessibility, security, and user control.

Our core offerings, including MoniCoins, MoniPlus, and MoniGold, are designed to disrupt traditional banking models and foster a global network of interconnected financial services. We are dedicated to driving innovation and creating a future where financial participation is accessible to all.
Finance
Financial Services

2016

Gebo Group LLC is a leading provider of institutional digital assets and digital payments solutions, based in Jersey City, New Jersey.

We specialize in facilitating secure and efficient bank-to-bank transactions, acting as a critical bridge between the traditional financial world and the rapidly evolving digital asset landscape.

Gebo Group supports institutions navigating the complexities of digital and traditional payments, offering a regulated full-service desk to streamline operations and unlock new opportunities. We are committed to providing robust and reliable solutions for the growing demand in this sector.

As a regulated firm, we prioritize security and compliance, ensuring our clients can confidently engage with the future of finance.
Finance
Financial Services
Adams Life Brokerage Insurance Marketing is a Plano, Texas-based insurance marketing firm specializing in providing lead programs and resources to financial professionals.

We empower independent agents and brokers to grow their businesses by offering a comprehensive suite of tools, including lead programs, direct mail campaigns, and agent surveys. Our goal is to simplify the process of acquiring new clients and retaining existing ones, allowing our partners to focus on building strong relationships and achieving their financial goals.

At ALB, we pride ourselves on delivering high-quality leads and pre-set appointments at cost, supporting sustainable growth and profitability for our clients. We are committed to providing exceptional service and resources to the financial services industry.

Founded in 1998, Adams Life Brokerage Insurance Marketing has a long history of supporting financial professionals and remains dedicated to innovation and customer satisfaction.
Finance
Financial Services

1998

QuantPillar is a Vancouver, BC-based AI financial intelligence platform specializing in providing institutional-grade financial verification and valuation solutions to growth-stage startups and private companies.

We empower leaders with a clear, trusted financial narrative, transforming scattered data into actionable insights. Our core offering, QuantCore™, delivers real-time KPI dashboards that sync billing, banking, and CRM data, providing an audit-ready view of a company’s financial health.

QuantPillar stands out through its integrated approach, combining rapid 409A valuations with comprehensive IP and business valuation capabilities, alongside a unique market league table – QuantTerminal™ – that enhances discoverability and strengthens a company’s position within the private capital ecosystem. We help CFOs, fractional CFOs, and investors alike gain confidence and accelerate deal cycles.

Since 2024, QuantPillar has been dedicated to simplifying financial operations and bolstering transparency for private companies, reducing the friction between internal and external stakeholders.
Finance
Financial Services

2024

Capital Debt Settlement is a debt management company based in Los Angeles, California, specializing in helping individuals across the United States overcome overwhelming credit card and unsecured debt.

We understand the significant stress and anxiety associated with high debt levels, and our mission is to provide a clear, supportive path towards financial recovery. We work with clients facing challenging debt situations, offering tailored strategies including debt consolidation and negotiation with creditors to reduce monthly payments, fees, and interest rates.

Capital Debt Settlement leverages years of experience and a deep understanding of the credit and collections industry to deliver effective solutions. Our team is committed to transparent communication and building trust with our clients, ensuring they feel confident and empowered throughout the process. We strive to get clients the solid results they deserve, helping them regain control of their finances and improve their quality of life.

We are dedicated to building long-term relationships with creditors and lending institutions to achieve the best possible outcomes for our clients.
Finance
Financial Services
Student Loan Direct is a US-based company specializing in student loan management and debt relief solutions.

We assist American borrowers struggling with federal student loan debt by providing personalized guidance and exploring flexible repayment options. Our team of experienced consultants focuses on helping individuals understand their loan terms, identify potential savings, and navigate the complexities of federal student loan programs.

Student Loan Direct offers a streamlined process for reviewing loan accounts and presenting reduced payment options, aiming to alleviate the financial burden and improve borrowers’ financial well-being. We are dedicated to providing accessible and supportive assistance to those seeking to manage their student loan debt effectively.

Founded to address the growing challenges of student loan debt, Student Loan Direct currently employs a team of 6 professionals, operating from our headquarters in Irvine, California. We are committed to helping Americans achieve financial freedom through smart student loan management.
Finance
Financial Services
GALOSI is a profit recovery firm based in Plano, Texas, specializing in financial services and dedicated to helping businesses reclaim lost revenue.

Since 2001, GALOSI has been meticulously reviewing Accounts Payable and Purchasing transactions, identifying discrepancies and inefficiencies that often lead to significant financial losses. Our team of experienced analysts and IT professionals utilizes a unique software system to reconstruct transaction records and uncover hidden profits.

We focus on providing a comprehensive service to organizations across various industries, including those in the financial sector, seeking to optimize their financial processes and maximize their bottom line. We are committed to delivering accurate and actionable insights, empowering our clients to make informed decisions and recover lost funds.

GALOSI’s commitment to precision and detail has established us as a trusted partner for businesses seeking to improve their financial controls and safeguard their assets.
Finance
Financial Services

2001

Wealth 212 is a leading real estate funding solutions provider based in Anchorage, Alaska.

We connect real estate investors with a nationwide Keystone Funding Network, offering flexible financing for a wide range of projects including fix & flip, buy & hold, wholesale, commercial, and more. Our platform eliminates broker markups and delays, providing clients with better terms and faster approvals.

Wealth 212 goes beyond simple funding, offering practical tools, expert consulting, and hands-on support to help investors confidently navigate deals and scale their portfolios. We are dedicated to empowering real estate investors with the resources they need to succeed.
Finance
Financial Services

2015

StreamHomeLoan.com is a leading California mortgage broker, dedicated to streamlining the home financing process for clients seeking to purchase, refinance, or secure home equity loans. Based in Irvine, California, we provide a fast, flexible, and reliable service, backed by over 15 years of mortgage lending experience.

We prioritize the needs of our clients, offering a short loan application and leveraging the expertise of our Loan Advisors to navigate the complexities of the mortgage market. Our commitment to speed – with industry-leading closing times – combined with our flexible approach and competitive rates, ensures a hassle-free experience.

At StreamHomeLoan.com, we pride ourselves on building trust with our clients, providing secure information handling and expert guidance every step of the way. We’re a trusted partner for thousands of individuals seeking to achieve their real estate goals. Real Estate Financing
Finance
Financial Services

2018

True Alpha Wealth Management is a Toledo, Ohio-based financial planning and investment management firm dedicated to serving retirees, executives, physicians, attorneys, and business owners.

We specialize in crafting personalized retirement plans, income strategies, and comprehensive financial solutions designed to help our clients navigate life’s transitions and achieve lasting prosperity. Our team combines deep experience and creativity to provide bespoke advice and innovative financial solutions.

What sets True Alpha apart is our commitment to acting as fiduciaries, prioritizing your best interests above all else. We offer a holistic approach, combining retirement planning, income planning, divorce planning, insurance planning, and estate planning to build a secure financial future for you and your family. We also offer specialized services for business owners, including exit planning and succession strategies.

With over 130 years of combined experience and $500M+ in assets under management, True Alpha Wealth Management is a trusted partner for those seeking clarity and prosperity.
Finance
Financial Services

2018

ELEV8 Holdings is a U.S.-focused investment firm specializing in acquiring and partnering with leading Heating, Ventilation, and Air Conditioning (HVAC) businesses across the nation.

We concentrate exclusively on the HVAC sector, identifying established, profitable companies that have reached a significant scale and are poised for their next stage of growth. Our strategic approach centers on acquiring exceptional businesses, providing them with strategic capital and institutional infrastructure, and ultimately facilitating a premium exit to a major strategic buyer.

What distinguishes ELEV8 is our commitment to preserving the existing leadership and operational excellence of the acquired businesses, while offering owners a credible, long-term partner with the experience and vision to unlock substantial value and achieve a structured exit. Backed by our partnership with The Carling Group, we deliver a pathway to liquidity, continued growth, and a purposeful exit, all while safeguarding the culture and legacy of the business you’ve built. HVAC Acquisitions, Strategic Capital, Long-Term Value Creation.
Finance
Financial Services

2024

MereStrategy is a private investment firm based in Orange County, California and Kuwait City, specializing in decoding market moving headlines. Founded in 2025, we combine J.P. Morgan’s institutional options-based income approach with Invesco’s aggressive tech exposure, carefully balancing yield with strategic growth.

Our core service is providing research-driven insights and frameworks to help investors understand and capitalize on market trends. We leverage a math and probability-based approach, moving beyond speculation and focusing on observable data.

At MereStrategy, we share our observations and analytical tools from public markets, offering a unique perspective for those seeking to navigate the complexities of the financial landscape. We are not currently raising capital and focus solely on educational and analytical content, managing under $100M in assets.
Finance
Financial Services

2025

Nest Egg Financial is a leading debt relief and retirement planning firm based in Orlando, Florida, serving individuals and families across the state.

We specialize in helping clients navigate complex financial challenges, including overwhelming debt, struggling retirement accounts, and the need for personalized financial strategies. Our team of experienced financial advisors provides comprehensive support, from initial consultations and debt management plans to long-term retirement income strategies.

As a full-service financial firm, we offer tailored solutions for individuals seeking to regain control of their finances and secure a brighter future. We are committed to providing transparent, ethical, and results-oriented financial guidance. We’ve been recognized as the #1 debt relief company in central Florida for 2020 and 2021.

Nest Egg Financial is dedicated to building lasting relationships with our clients, empowering them to achieve their financial goals with confidence.
Finance
Financial Services

2018

Completion Enterprises LLC is a Fort Wayne, Indiana-based financial services firm specializing in audit readiness, compliance assurance, and virtual CFO services for government agencies, non-profit organizations, and veteran-owned businesses. We leverage over 150 years of combined experience from former DoD Auditors, finance professionals, and Lean Six Sigma Black Belts to provide unbiased recommendations and impartial guidance. Our team’s unique background, including deployments in Iraq and Kuwait, allows us to offer a distinct perspective and expertise in federal acquisition regulations (FAR, DFARS, CFR 200). We are committed to exceeding client expectations and delivering exceptional financial support.

Completion Enterprises LLC provides a comprehensive suite of services designed to streamline financial operations and ensure regulatory compliance. We offer robust audit readiness support, assisting clients in preparing for audits and minimizing risk. Our compliance assurance services ensure adherence to relevant regulations, while our virtual CFO services provide expert financial management without the overhead costs.

As an independent firm, we pride ourselves on our adaptability and ability to tailor solutions to meet the specific needs of each client. We’ve successfully managed over $527 million in federal funds for 128 organizations, and have conducted fraud investigations/examinations for actions in excess of $20 billion. Our commitment to excellence and our experienced team make us a trusted partner for organizations seeking reliable financial support.
Finance
Financial Services

2007

TFR Wealth Management, LLC is a Plano, Texas-based wealth management firm dedicated to providing comprehensive financial planning and investment advice.

We serve high-net-worth individuals and families, offering tailored solutions to meet their diverse needs, including retirement planning, estate planning, and insurance strategies. Our goal is to help clients achieve their financial goals and preserve their wealth for future generations.

What distinguishes TFR Wealth Management is our commitment to a client-centered approach, combining a deep understanding of individual circumstances with a data-driven investment strategy. We leverage our extensive experience – over 100 years combined – to deliver sophisticated yet accessible financial guidance. We are a firm built on transparency and accountability, prioritizing the client’s best interests above all else.

As an independent boutique, we offer the autonomy and flexibility to challenge conventional wisdom and develop creative strategies, while maintaining the resources of a larger firm. We are committed to building long-term relationships based on trust and mutual success.
Finance
Financial Services

1988

Clear Sky is a leading financial services firm based in St. Petersburg, Florida, specializing in flexible leasing and financing solutions for businesses.

We empower companies across diverse sectors – including technology, manufacturing, and healthcare – to acquire the essential equipment and technology driving their growth. Our tailored approach provides streamlined, consultative support, from vendor programs to direct end-user financing.

Clear Sky distinguishes itself through a commitment to responsive service and creative capital solutions. We partner with businesses to achieve long-term success, combining strategic thinking with a personalized experience.

Founded in 2019 and with a team of 22 professionals, Clear Sky offers a dynamic and reliable path to business expansion.
Finance
Financial Services

2019

First Pay is a leading provider of merchant services and payment solutions, based in Vaughan, Ontario, Canada.

We specialize in delivering comprehensive payment processing solutions to businesses across North America, including Canada, the USA, and Europe. Our services encompass a wide range of offerings, from traditional credit and debit card processing to innovative mobile payment solutions, loyalty programs, and e-commerce integrations.

First Pay distinguishes itself through its commitment to customization and strategic partnerships, working closely with clients to tailor payment solutions that meet their specific business needs. We offer a robust portfolio of hardware and software, including Clover® POS terminals, Clover® Go contactless readers, and virtual terminal capabilities, alongside digital signage and gift card solutions. We are dedicated to providing secure, reliable, and efficient payment processing for businesses of all sizes.

Founded in 2013, First Pay has rapidly expanded its footprint and continues to innovate in the dynamic payments landscape.
Finance
Financial Services

2013

Harlow Payments Dallas is a Plano, Texas-based merchant services company specializing in expert-led payment solutions for small to mid-sized businesses.

We help businesses reduce or eliminate payment costs through tailored solutions designed around your business, delivered with white-glove care. Our team of experienced professionals, including a dedicated Concierge Client Care Team, provides transparent pricing and customized support.

As a registered ISO of ESQUIRE BANK, Harlow Payments Dallas leverages 50+ years of combined industry experience to partner with over 50,000 merchants, delivering measurable results and long-term value. We are committed to trust, service, and sustainable success for our clients. Credit Card Processing
Finance
Financial Services
Calculator for Loan Officers is a US-based company specializing in providing mortgage calculators for real estate professionals and homebuyers.

We empower over 4000 realtors and loan officers with our suite of free and premium tools, including the Loan Calculator Lite and Pro Web Calculator. Our mission is to simplify the mortgage process, providing accurate and reliable calculations for conventional, FHA, VA, and USDA loans.

What sets us apart is our commitment to user-friendliness and comprehensive features, such as the ability to save calculations and customize the app with branded elements. We’re dedicated to providing a seamless experience for both agents and clients, fostering trust and efficiency in the real estate transaction. We are constantly updating our tools to meet the evolving needs of the industry.
Finance
Financial Services
List of Finance companies in All locations

Company Name

Location

Category

Employees

Email

Accuracy

Website

RMA Central Florida Chapter Logo

Orlando, United States (US)

Finance and Banking
Finance and Banking

10-20

info@community.rmahq.org

https://community.rmahq.org/centralfloridachapter/home?ssopc=1

Irvine, United States (US)

Finance and Banking
Finance and Banking

10-20

info@hometownloans.com

http://Hometownloans.com

Jersey City, United States (US)

Finance and Banking
Finance and Banking

10-20

info@gspcapital.com

http://www.gspcapital.com

Plano, United States (US)

Finance and Banking
Finance and Banking

10-20

info@wealthstaradvisors.com

http://www.wealthstaradvisors.com

Orlando, United States (US)

Finance and Banking
Finance and Banking

10-20

info@u1stfinancial.net

http://www.U1stFinancial.net/DebraSanchirico

Orlando, United States (US)

Finance and Banking
Finance and Banking

10-20

info@retireguide.com

https://www.retireguide.com/

Lincoln, United States (US)

Finance and Banking
Finance and Banking

20-30

info@cfslincoln.com

http://www.cfslincoln.com

St. Petersburg, United States (US)

Finance and Banking
Finance and Banking

10-20

info@elementfg.com

http://www.elementfg.com/

Irvine, United States (US)

Finance and Banking
Finance and Banking

10-20

sales@delightfunding.com

http://www.delightfunding.com

Miami, United States (US)

Finance and Banking
Finance and Banking

10-20

info@spartan-financial.com

https://spartan-financial.com/

Irvine, United States (US)

Finance and Banking
Finance and Banking

10-20

info@novafinancialpartners.com

http://www.novafinancialpartners.com

San Jose, United States (US)

Finance and Banking
Finance and Banking

10-20

info@align-partners.com

https://align-partners.com

Irvine, United States (US)

Finance and Banking
Finance and Banking

10-20

info@fairmarketvalue.com

https://www.fairmarketvalue.com

Lincoln, United States (US)

Finance and Banking
Finance and Banking

10-20

info@eliaskrusefinancial.com

http://eliaskrusefinancial.com

Irvine, United States (US)

Finance and Banking
Finance and Banking

10-20

info@remedytaxsolutions.com

https://www.remedytaxsolutions.com/

Bonita Springs, United States (US)

Finance and Banking
Finance and Banking

10-20

info@touchstonewealthpartners.com

http://TouchstoneWealthPartners.com

Irvine, United States (US)

Finance and Banking
Finance and Banking

10-20

sales@lionsford.com

https://www.lionsford.com

St Petersburg, United States (US)

Finance and Banking
Finance and Banking

10-20

info@sosnagemsinvest.com

https://www.sosnagemsinvest.com

D

Irvine, United States (US)

Finance and Banking
Finance and Banking

10-20

support@docitt.com

http://www.docitt.com

Plano, United States (US)

Finance and Banking
Finance and Banking

10-20

info@guardianwm.com

https://GuardianWM.com

Orlando, United States (US)

Finance and Banking
Finance and Banking

10-20

info@nationalonefunding.com

http://www.nationalonefunding.com

Los Angeles, United States (US)

Finance and Banking
Finance and Banking

10-20

info@stonekimbro.com

http://www.stonekimbro.com

Irvine, United States (US)

Finance and Banking
Finance and Banking

10-20

info@opusfinancialpartners.com

http://www.opusfinancialpartners.com/

St Petersburg, United States (US)

Finance and Banking
Finance and Banking

10-20

info@peakhomeloans.com

https://www.peakhomeloans.com

Fort Wayne, United States (US)

Finance and Banking
Finance and Banking

10-20

info@ati.co

https://ati.co/

Irvine, United States (US)

Finance and Banking
Finance and Banking

10-20

info@prosperity-pwm.com

http://www.prosperity-pwm.com

Newark, United States (US)

Finance and Banking
Finance and Banking

10-20

info@aryming.com

http://aryming.com/

Plano, United States (US)

Finance and Banking
Finance and Banking

10-20

info@beregsmart.com

http://beRegSmart.com

Irvine, United States (US)

Finance and Banking
Finance and Banking

10-20

info@tegadvisor.com

http://tegadvisor.com/

Holmdel, United States (US)

Finance and Banking
Finance and Banking

10-20

info@keyarx.com

https://www.keyarx.com/request-info

Toledo, United States (US)

Finance and Banking
Finance and Banking

10-20

info@cfpohio.com

http://www.creativefinancialpartnersllc.com

Orlando, United States (US)

Finance and Banking
Finance and Banking

10-20

info@smartmoni.com

http://www.smartmoni.com

Jersey City, United States (US)

Finance and Banking
Finance and Banking

10-20

info@gebo.io

http://www.gebo.io

Plano, United States (US)

Finance and Banking
Finance and Banking

10-20

info@albinsurance.com

http://www.albinsurance.com

Irvine | California, United States (US)

Finance and Banking
Finance and Banking

10-20

info@quantpillar.com

https://quantpillar.com

Irvine, United States (US)

Finance and Banking
Finance and Banking

10-20

info@capitaldebtsettlement.com

http://www.capitaldebtsettlement.com

Irvine, United States (US)

Finance and Banking
Finance and Banking

10-20

info@studentloandirect.org

http://www.studentloandirect.org

Plano, United States (US)

Finance and Banking
Finance and Banking

10-20

info@galosi.com

https://www.galosi.com

Anchorage, United States (US)

Finance and Banking
Finance and Banking

10-20

info@wealth212.com

http://www.wealth212.com

Irvine,, United States (US)

Finance and Banking
Finance and Banking

10-20

info@streamhomeloan.com

http://streamhomeloan.com

Toledo, United States (US)

Finance and Banking
Finance and Banking

10-20

info@truealphawm.com

http://www.truealphawm.com

Orlando, United States (US)

Finance and Banking
Finance and Banking

10-20

admin@elev8hlds.com

http://www.elev8hlds.com

Irvine, United States (US)

Finance and Banking
Finance and Banking

10-20

info@merestrategy.com

http://www.MereStrategy.com

Orlando, United States (US)

Finance and Banking
Finance and Banking

10-20

contact@nesteggfinancial.net

http://www.nesteggfinancial.net

Fort Wayne, United States (US)

Finance and Banking
Finance and Banking

10-20

info@completionltd.com

http://www.completionltd.com

Plano, United States (US)

Finance and Banking
Finance and Banking

10-20

tfr_team@tfr-inc.com

http://www.tfr-inc.com

St Petersburg, United States (US)

Finance and Banking
Finance and Banking

20-30

info@clearskyfin.com

http://www.clearskyfin.com

Vaughan, Canada

Finance and Banking
Finance and Banking

10-20

info@firstpay.ca

http://www.firstpay.ca

Plano, United States (US)

Finance and Banking
Finance and Banking

10-20

info@hpd11.com

http://www.hpd11.com

Orlando, United States (US)

Finance and Banking
Finance and Banking

10-20

info@loancalculatorforrealtors.com

https://loancalculatorforrealtors.com/

50/2,663 results

Frequently asked questions

Updated 23 October 2026

What is Enterprise League?

Enterprise League is a free business directory that helps buyers find the right company by sector and country. Every company has a profile showing what it does, what it offers and how to get in touch.

Is it free to list my company?

Yes, and it stays free: no card, no paid tier. Your profile appears in search results and category pages, can show up to 20 products and services, and lets buyers message you or ask for a quote.

How does verification work, and what does it cost?

Verifying your company is free. Confirm a code we email to an address at your company’s website, or send a company registration document for our team to check, and the verified badge appears on your profile. To show the badge in the directory and search results as well, take out a subscription: the first 14 days are free, and the price is on our pricing page.

Where does the company information come from?

Most profiles are built from public sources, such as official company registers. Claim your company’s profile to correct its details and add your own.

How do I claim or correct my company’s profile?

Open your company’s profile and choose Claim Profile. If you use an email address at your company’s website, a 6-digit code makes the profile yours at once; otherwise our team reviews your request, usually within a few days. Spotted a mistake on a company that isn’t yours? Tell us through our contact page.