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
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Finance
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Mast Investments is a Jersey City, New Jersey-based investment firm specializing in alternative investment programs and quantitative strategies.
We empower institutions, registered investment advisors, and multi-asset portfolio managers to confidently navigate shifting markets. For over a quarter of a century, the Mast Investments team has leveraged hedge fund performance insights to inform a process-driven approach to our core investment programs: Global Risk Allocation Strategy, LAB, Managed Futures Strategy, and Multialternative Strategy.
What sets Mast Investments apart is our commitment to a rigorous, research-based investment philosophy, combining wisdom and understanding with modern trading vehicles to meet the evolving needs of our clients. We are a leading provider of alternative investment benchmarks and systematic and process-driven investment solutions, formed within Manteio Capital LLC in 2024 to acquire the Quantitative Investment Strategies group of UBS Asset Management.
We empower institutions, registered investment advisors, and multi-asset portfolio managers to confidently navigate shifting markets. For over a quarter of a century, the Mast Investments team has leveraged hedge fund performance insights to inform a process-driven approach to our core investment programs: Global Risk Allocation Strategy, LAB, Managed Futures Strategy, and Multialternative Strategy.
What sets Mast Investments apart is our commitment to a rigorous, research-based investment philosophy, combining wisdom and understanding with modern trading vehicles to meet the evolving needs of our clients. We are a leading provider of alternative investment benchmarks and systematic and process-driven investment solutions, formed within Manteio Capital LLC in 2024 to acquire the Quantitative Investment Strategies group of UBS Asset Management.
Finance
Financial Services
International CyberTrans is a leading payment processing provider based in Brentwood, Tennessee, specializing in secure and reliable merchant transaction solutions for businesses of all sizes.
For over 33 years, we’ve been dedicated to delivering comprehensive payment processing services, handling transactions via a wide range of card networks including Visa, MasterCard, American Express, Discover, Diners Club, JCB, Debit/ATM, and private label cards.
International CyberTrans distinguishes itself through its commitment to exceptional customer service, 24/7 support, and a focus on building long-term client relationships. We offer custom-fit solutions, niche marketing support, electronic gift cards, loyalty programs, and Electronic Benefits Transfer (EBT) capabilities, providing businesses with a competitive edge in today’s dynamic market. We pride ourselves on our industry recognition, superior support, and competitive rates.
For over 33 years, we’ve been dedicated to delivering comprehensive payment processing services, handling transactions via a wide range of card networks including Visa, MasterCard, American Express, Discover, Diners Club, JCB, Debit/ATM, and private label cards.
International CyberTrans distinguishes itself through its commitment to exceptional customer service, 24/7 support, and a focus on building long-term client relationships. We offer custom-fit solutions, niche marketing support, electronic gift cards, loyalty programs, and Electronic Benefits Transfer (EBT) capabilities, providing businesses with a competitive edge in today’s dynamic market. We pride ourselves on our industry recognition, superior support, and competitive rates.
Finance
Financial Services
Stonebridge Wealth Systems is a Kearney, Nebraska-based independent wealth management firm dedicated to providing personalized retirement planning services to individuals, couples, and families.
At Stonebridge Wealth Systems, we prioritize people and values over generic plans. Choosing an independent practice can build the bridge between your hard work and a customized plan aligned with your unique dreams. Our commitment is to help guide you across this bridge, securing your independence in retirement and empowering you to live the life you dream of.
We offer comprehensive financial planning, including Income Planning, Investment Planning, Tax Planning, Healthcare Planning, and Legacy Planning, all tailored to your specific circumstances. We utilize our Retirement Compass Process to ensure a strategy that protects your needs now and plans for the future, in a tax-efficient manner.
Our team of experienced advisors, Jeff Gove, Tim Kulhanek, Scott Nachtigal, and Jeremy Gove, are dedicated to helping you navigate your financial journey with confidence.
At Stonebridge Wealth Systems, we prioritize people and values over generic plans. Choosing an independent practice can build the bridge between your hard work and a customized plan aligned with your unique dreams. Our commitment is to help guide you across this bridge, securing your independence in retirement and empowering you to live the life you dream of.
We offer comprehensive financial planning, including Income Planning, Investment Planning, Tax Planning, Healthcare Planning, and Legacy Planning, all tailored to your specific circumstances. We utilize our Retirement Compass Process to ensure a strategy that protects your needs now and plans for the future, in a tax-efficient manner.
Our team of experienced advisors, Jeff Gove, Tim Kulhanek, Scott Nachtigal, and Jeremy Gove, are dedicated to helping you navigate your financial journey with confidence.
Finance
Financial Services
Termloans.com is a leading fintech platform revolutionizing business funding in the United States. Based in Orlando, Florida, we connect small and medium-sized businesses with a vast network of over 400 lenders – including traditional banks and alternative financing partners – through a streamlined, data-driven process.
Our intelligent matchmaking engine simplifies the loan application journey, dramatically reducing approval times and empowering entrepreneurs with greater choice. We provide end-to-end funding support, from initial document collection to final closing, leveraging advanced underwriting models and API integrations like Plaid.
TermLoans.com is committed to making access to capital more efficient and transparent, eliminating the friction and confusion often associated with traditional lending. We’ve already facilitated over $182,500 in approved funding for 10,000+ businesses, utilizing 256-bit SSL encryption and 24/7 monitoring to ensure data privacy and security.
Our intelligent matchmaking engine simplifies the loan application journey, dramatically reducing approval times and empowering entrepreneurs with greater choice. We provide end-to-end funding support, from initial document collection to final closing, leveraging advanced underwriting models and API integrations like Plaid.
TermLoans.com is committed to making access to capital more efficient and transparent, eliminating the friction and confusion often associated with traditional lending. We’ve already facilitated over $182,500 in approved funding for 10,000+ businesses, utilizing 256-bit SSL encryption and 24/7 monitoring to ensure data privacy and security.
Finance
Financial Services
Collier Financial is a trusted investment advisory firm based in Fort Wayne, Indiana, and Ann Arbor, Michigan.
Founded in 1990, Collier Financial provides comprehensive financial planning services to individuals and families, helping them build a confident retirement and preserve their wealth. We are an independent firm, committed to acting solely in our clients’ best interests, free from the constraints of corporate agendas.
Our team of experienced Investment Adviser Representatives operates under a fiduciary standard, offering personalized guidance across a wide range of financial needs, including retirement planning, estate planning, investment management, life insurance, and income planning. We prioritize building long-term relationships based on trust and transparency, ensuring our clients feel like a valued part of our family.
Collier Financial has a long history of serving the Indiana and Michigan communities, and we are dedicated to helping our clients achieve their financial goals and secure their future. We offer a range of services to meet diverse needs, from initial consultations to ongoing portfolio management.
Founded in 1990, Collier Financial provides comprehensive financial planning services to individuals and families, helping them build a confident retirement and preserve their wealth. We are an independent firm, committed to acting solely in our clients’ best interests, free from the constraints of corporate agendas.
Our team of experienced Investment Adviser Representatives operates under a fiduciary standard, offering personalized guidance across a wide range of financial needs, including retirement planning, estate planning, investment management, life insurance, and income planning. We prioritize building long-term relationships based on trust and transparency, ensuring our clients feel like a valued part of our family.
Collier Financial has a long history of serving the Indiana and Michigan communities, and we are dedicated to helping our clients achieve their financial goals and secure their future. We offer a range of services to meet diverse needs, from initial consultations to ongoing portfolio management.
Finance
Financial Services
Chargeback 360 LLC is a US-based provider of comprehensive chargeback management solutions for merchants and payment processors.
We help businesses prevent, protect, and predict chargebacks using cutting-edge AI and machine learning techniques.
Our integrated platform, including CB360 Prevent, Protect, and Predict, offers real-time alerts, actionable insights, and seamless integration with popular payment gateways, empowering you to minimize losses and maximize profitability.
Founded in 2014 and now employing 6-50 people, Chargeback 360 is dedicated to customer success and offers customized solutions to reduce costs, boost profits, and expand your business.
We help businesses prevent, protect, and predict chargebacks using cutting-edge AI and machine learning techniques.
Our integrated platform, including CB360 Prevent, Protect, and Predict, offers real-time alerts, actionable insights, and seamless integration with popular payment gateways, empowering you to minimize losses and maximize profitability.
Founded in 2014 and now employing 6-50 people, Chargeback 360 is dedicated to customer success and offers customized solutions to reduce costs, boost profits, and expand your business.
Finance
Financial Services
Watermark TPO is a leading independent mortgage banker based in Irvine, California, specializing in secondary market solutions for originators.
We empower independent banks, credit unions, and broker/bankers to thrive in today’s dynamic mortgage landscape. Our expertise lies in facilitating seamless transactions across Fannie Mae, Freddie Mac, Ginnie Mae, and Non-QM programs, providing the flexibility needed to serve a diverse range of borrowers.
As a division of Watermark Capital, Inc., we offer a comprehensive platform designed to simplify complexity and unlock new opportunities for growth in the mortgage industry. We are committed to providing reliable execution and strategic partnerships to our clients, driving success and limitless potential.
We empower independent banks, credit unions, and broker/bankers to thrive in today’s dynamic mortgage landscape. Our expertise lies in facilitating seamless transactions across Fannie Mae, Freddie Mac, Ginnie Mae, and Non-QM programs, providing the flexibility needed to serve a diverse range of borrowers.
As a division of Watermark Capital, Inc., we offer a comprehensive platform designed to simplify complexity and unlock new opportunities for growth in the mortgage industry. We are committed to providing reliable execution and strategic partnerships to our clients, driving success and limitless potential.
Finance
Financial Services
Quantum One is a US-based technology provider specializing in data science and analytics solutions for financial institutions, particularly Neo Banks.
We empower emerging banks and credit unions to rapidly launch and scale their online lending businesses, offering a complete stack of solutions including API development, marketing strategies, product development, and operational support.
Our data-driven approach, honed by experience with major US credit card issuers, allows us to deliver efficient, affordable, and reliable credit solutions. We focus on facilitating digital transformation within the financial sector, enabling partners to provide innovative consumer lending products and services.
Quantum One’s team of experts, comprising data scientists, software engineers, and lending specialists, works collaboratively with partners to achieve shared success. We’ve already supported over 30 million in loan originations and 500,000+ app downloads across multiple markets.
We empower emerging banks and credit unions to rapidly launch and scale their online lending businesses, offering a complete stack of solutions including API development, marketing strategies, product development, and operational support.
Our data-driven approach, honed by experience with major US credit card issuers, allows us to deliver efficient, affordable, and reliable credit solutions. We focus on facilitating digital transformation within the financial sector, enabling partners to provide innovative consumer lending products and services.
Quantum One’s team of experts, comprising data scientists, software engineers, and lending specialists, works collaboratively with partners to achieve shared success. We’ve already supported over 30 million in loan originations and 500,000+ app downloads across multiple markets.
Finance
Financial Services
Cap Averill II & Associates is a retirement planning firm based in Toledo, Ohio, dedicated to helping individuals and families across the United States safeguard their savings and achieve a comfortable retirement.
We specialize in providing expert guidance on annuities, income strategies, and overall financial security. Our services are tailored to meet the unique needs of each client, ensuring they have the tools and knowledge to confidently navigate their retirement journey.
As a family-owned company with a legacy of financial advisory expertise dating back to 1981, we prioritize building long-term relationships based on trust and personalized service. We focus on helping clients shield their hard-earned savings so they can successfully reach their goals and hopefully enjoy a comfortable retirement. We serve individuals seeking comprehensive retirement solutions and income planning strategies.
Cap Averill II & Associates currently employs 6 professionals and operates from its corporate office in Toledo, Ohio.
We specialize in providing expert guidance on annuities, income strategies, and overall financial security. Our services are tailored to meet the unique needs of each client, ensuring they have the tools and knowledge to confidently navigate their retirement journey.
As a family-owned company with a legacy of financial advisory expertise dating back to 1981, we prioritize building long-term relationships based on trust and personalized service. We focus on helping clients shield their hard-earned savings so they can successfully reach their goals and hopefully enjoy a comfortable retirement. We serve individuals seeking comprehensive retirement solutions and income planning strategies.
Cap Averill II & Associates currently employs 6 professionals and operates from its corporate office in Toledo, Ohio.
Finance
Financial Services
Powell Watson Motors is a trusted Buick and GMC dealership located in Laredo, Texas, serving drivers throughout South Texas. For over 60 years, we’ve been committed to providing exceptional vehicles and certified service to our community. We specialize in new and used GMC trucks, including the Sierra and Canyon, and family-friendly Buick SUVs like the Enclave and Terrain. Powell Watson Motors offers a wide selection of vehicles to meet every need, from powerful trucks to comfortable SUVs.
At Powell Watson Motors, our goal is to exceed your expectations and make car shopping a positive experience. We pride ourselves on transparent pricing, reliable service, and a dedicated team ready to assist you.
As the only Buick dealership this far south in Texas, we’re dedicated to serving the needs of local drivers who require dependable vehicles and certified maintenance they can always rely on. We offer a comprehensive range of services, including new vehicle sales, certified pre-owned vehicles, parts, and service, all backed by our commitment to quality and customer satisfaction.
At Powell Watson Motors, our goal is to exceed your expectations and make car shopping a positive experience. We pride ourselves on transparent pricing, reliable service, and a dedicated team ready to assist you.
As the only Buick dealership this far south in Texas, we’re dedicated to serving the needs of local drivers who require dependable vehicles and certified maintenance they can always rely on. We offer a comprehensive range of services, including new vehicle sales, certified pre-owned vehicles, parts, and service, all backed by our commitment to quality and customer satisfaction.
Finance
Financial Services
Moneymend is a debt relief company based in Irvine, California, dedicated to helping individuals overcome overwhelming debt and achieve financial freedom.
We understand the stress and anxiety that comes with relentless collection calls and the pressure of constant repayments. Moneymend provides personalized debt relief programs designed to simplify your journey towards a debt-free future.
Our approach centers on creating tailored solutions, negotiating settlements with creditors, and offering a clear, manageable payment plan. We prioritize transparency and work closely with our clients to ensure they understand every step of the process. We’re committed to empowering you to regain control of your finances and build a more secure future.
With over a decade of experience, Moneymend has helped thousands of people escape the cycle of debt and achieve lasting financial stability. We offer personalized debt solutions, including credit card debt relief, personal loan debt relief, and medical debt relief. Let Moneymend be your trusted partner on the path to becoming debt-free.
We understand the stress and anxiety that comes with relentless collection calls and the pressure of constant repayments. Moneymend provides personalized debt relief programs designed to simplify your journey towards a debt-free future.
Our approach centers on creating tailored solutions, negotiating settlements with creditors, and offering a clear, manageable payment plan. We prioritize transparency and work closely with our clients to ensure they understand every step of the process. We’re committed to empowering you to regain control of your finances and build a more secure future.
With over a decade of experience, Moneymend has helped thousands of people escape the cycle of debt and achieve lasting financial stability. We offer personalized debt solutions, including credit card debt relief, personal loan debt relief, and medical debt relief. Let Moneymend be your trusted partner on the path to becoming debt-free.
Finance
Financial Services
Sir Isaac Publishing is a US-based financial media company specializing in providing educational resources and tools for traders and investors.
We offer a diverse portfolio of online platforms, including TradingPub.com, OptionPub.com, and ChartExperts.com, designed to equip traders of all levels with the knowledge and strategies they need to succeed.
Our network focuses on providing actionable insights into market trends, trading techniques, and investment strategies, catering to a community of over one million active traders. We are dedicated to fostering a thriving environment for traders to learn, connect, and grow their trading skills.
Founded in 2011, Sir Isaac Publishing has rapidly grown to become a leading provider of financial education content, driven by a passion for empowering traders and investors.
We offer a diverse portfolio of online platforms, including TradingPub.com, OptionPub.com, and ChartExperts.com, designed to equip traders of all levels with the knowledge and strategies they need to succeed.
Our network focuses on providing actionable insights into market trends, trading techniques, and investment strategies, catering to a community of over one million active traders. We are dedicated to fostering a thriving environment for traders to learn, connect, and grow their trading skills.
Founded in 2011, Sir Isaac Publishing has rapidly grown to become a leading provider of financial education content, driven by a passion for empowering traders and investors.
Finance
Financial Services
DAC Bond is a leading provider of post-issuance securities and tax compliance services for the municipal bond market, headquartered in Orlando, Florida.
We specialize in helping municipal securities market participants navigate complex regulatory requirements and maintain accurate disclosure records. Our integrated disclosure repository streamlines the process of disseminating critical information to investors, ensuring transparency and compliance with SEC regulations.
DAC Bond’s core service, combined with our expertise in areas like SEC compliance, continuing disclosure, and secure muni data storage, makes us a trusted partner for issuers and investors alike. We support a wide range of bond issues, including municipal and direct/taxable bonds, and leverage our U.S. Patent No. 7,155,408, 7,801,791, 8,165,937, 8,738,492 to deliver robust and reliable solutions.
We specialize in helping municipal securities market participants navigate complex regulatory requirements and maintain accurate disclosure records. Our integrated disclosure repository streamlines the process of disseminating critical information to investors, ensuring transparency and compliance with SEC regulations.
DAC Bond’s core service, combined with our expertise in areas like SEC compliance, continuing disclosure, and secure muni data storage, makes us a trusted partner for issuers and investors alike. We support a wide range of bond issues, including municipal and direct/taxable bonds, and leverage our U.S. Patent No. 7,155,408, 7,801,791, 8,165,937, 8,738,492 to deliver robust and reliable solutions.
Finance
Financial Services
GeNESIS Commercial Capital is a leading equipment financing and leasing provider based in Irvine, California. We specialize in delivering flexible financial solutions to small and medium-sized businesses across the United States, helping them acquire the equipment they need to grow.
At GeNESIS Capital Group, we offer a comprehensive suite of equipment-financing solutions, including Application-Only programs, Flex-Pay structures, and working capital options. Our goal is to provide businesses with the financial flexibility they need to thrive, avoiding the restrictions often associated with traditional bank lending.
What distinguishes GeNESIS is our commitment to personalized service and innovative financing strategies. We’ve been providing equipment leasing and financing since 2000, and we’re proud to have helped over 100 types of new and used equipment reach its users. With an average approval time of just 4 hours and a ‘100% Plus’ financing approach, we streamline the leasing process to get you the equipment you need, faster.
At GeNESIS Capital Group, we offer a comprehensive suite of equipment-financing solutions, including Application-Only programs, Flex-Pay structures, and working capital options. Our goal is to provide businesses with the financial flexibility they need to thrive, avoiding the restrictions often associated with traditional bank lending.
What distinguishes GeNESIS is our commitment to personalized service and innovative financing strategies. We’ve been providing equipment leasing and financing since 2000, and we’re proud to have helped over 100 types of new and used equipment reach its users. With an average approval time of just 4 hours and a ‘100% Plus’ financing approach, we streamline the leasing process to get you the equipment you need, faster.
Finance
Financial Services
Fvndit, Inc is a California and Vietnam-based fintech company specializing in post-invoice financing for small and medium-sized enterprises (SMEs).
We address the significant working capital gap faced by SMEs, particularly in emerging markets like Vietnam, by leveraging technology to streamline trade finance. Our platform, operated through our wholly-owned subsidiary eLoan, JSC, provides a seamless online P2P funding and investing marketplace.
Fvndit is committed to leveling the playing field for small businesses, offering simplified financial services at the click of a button. We are focused on driving economic growth and providing access to capital for businesses that are often overlooked by traditional banking institutions. Our operations in Irvine, CA and HCMC, Vietnam, allow us to serve a diverse range of clients across Southeast Asia.
We address the significant working capital gap faced by SMEs, particularly in emerging markets like Vietnam, by leveraging technology to streamline trade finance. Our platform, operated through our wholly-owned subsidiary eLoan, JSC, provides a seamless online P2P funding and investing marketplace.
Fvndit is committed to leveling the playing field for small businesses, offering simplified financial services at the click of a button. We are focused on driving economic growth and providing access to capital for businesses that are often overlooked by traditional banking institutions. Our operations in Irvine, CA and HCMC, Vietnam, allow us to serve a diverse range of clients across Southeast Asia.
Finance
Financial Services
Secure AP LLC is a U.S.-based provider of Fractional Accounts Payable services, specializing in streamlining and optimizing AP processes for businesses across Texas and beyond.
We understand that managing accounts payable can be a significant drain on resources, leading to errors, inefficiencies, and lost opportunities. Secure AP offers expert, on-demand support for the entire AP cycle – from invoice processing and vendor management to reporting and compliance – allowing your Finance team to focus on strategic growth initiatives.
Our unique approach delivers predictable, accurate, and scalable AP operations, helping companies reduce costs, mitigate risk, and ultimately, achieve greater financial control. We’re dedicated to turning accounts payable from a burden into a strategic advantage, supporting businesses of all sizes, from small businesses scaling rapidly to mid-sized companies seeking operational optimization.
Founded in 2020 and currently employing a team of 2-50 professionals, Secure AP leverages technology and industry expertise to deliver exceptional value to our clients.
We understand that managing accounts payable can be a significant drain on resources, leading to errors, inefficiencies, and lost opportunities. Secure AP offers expert, on-demand support for the entire AP cycle – from invoice processing and vendor management to reporting and compliance – allowing your Finance team to focus on strategic growth initiatives.
Our unique approach delivers predictable, accurate, and scalable AP operations, helping companies reduce costs, mitigate risk, and ultimately, achieve greater financial control. We’re dedicated to turning accounts payable from a burden into a strategic advantage, supporting businesses of all sizes, from small businesses scaling rapidly to mid-sized companies seeking operational optimization.
Founded in 2020 and currently employing a team of 2-50 professionals, Secure AP leverages technology and industry expertise to deliver exceptional value to our clients.
Finance
Financial Services
Crazy Money is a New Jersey-based startup investment platform that doesn’t have any hidden fees, subscriptions, or commissions. We care for startups and investors and thus our startup investment app is dedicated to providing the most efficient platform for them to collaborate.
We connect enthusiastic and innovative student entrepreneurs with investors seeking high returns on small businesses. Our platform wants to support every budding startup with the resources they need to succeed.
Crazy Money offers a streamlined and transparent way for both startups and investors to engage, fostering a thriving ecosystem of innovation and investment. We’re committed to simplifying the fundraising process and empowering the next generation of entrepreneurs.
We connect enthusiastic and innovative student entrepreneurs with investors seeking high returns on small businesses. Our platform wants to support every budding startup with the resources they need to succeed.
Crazy Money offers a streamlined and transparent way for both startups and investors to engage, fostering a thriving ecosystem of innovation and investment. We’re committed to simplifying the fundraising process and empowering the next generation of entrepreneurs.
Finance
Financial Services
U-Vest™ Financial is a leading investment advisory firm based in Tallahassee, Florida, dedicated to providing personalized financial planning and investment management services to individuals and businesses across the nation.
We understand that navigating the complexities of wealth management can be overwhelming. That’s why we offer a comprehensive suite of services, including retirement planning, insurance solutions, legacy and planned giving strategies, and education funding options. Our team works closely with clients to develop tailored strategies aligned with their unique goals and circumstances.
At U-Vest™, we pride ourselves on our commitment to building long-term relationships based on trust and transparency. We partner with Waddell & Reed and LPL Financial to deliver a diverse range of investment products and services, ensuring our clients have the resources they need to achieve their financial aspirations. We are committed to helping our clients build a secure and prosperous future.
U-Vest™ Financial has offices in Florida, Georgia, and Alabama, serving clients throughout multiple states. We are proud to be recognized for our dedication to client success and our commitment to providing exceptional service.
We understand that navigating the complexities of wealth management can be overwhelming. That’s why we offer a comprehensive suite of services, including retirement planning, insurance solutions, legacy and planned giving strategies, and education funding options. Our team works closely with clients to develop tailored strategies aligned with their unique goals and circumstances.
At U-Vest™, we pride ourselves on our commitment to building long-term relationships based on trust and transparency. We partner with Waddell & Reed and LPL Financial to deliver a diverse range of investment products and services, ensuring our clients have the resources they need to achieve their financial aspirations. We are committed to helping our clients build a secure and prosperous future.
U-Vest™ Financial has offices in Florida, Georgia, and Alabama, serving clients throughout multiple states. We are proud to be recognized for our dedication to client success and our commitment to providing exceptional service.
Finance
Financial Services
Hicks Pension Services is a California-based retirement plan administration company with over 50 years of experience. We specialize in providing comprehensive administrative services for 401(k), defined benefit pension, 403(b), profit sharing, and cash balance pension plans.
For over half a century, Hicks has been a trusted partner for businesses of all sizes, including law firms, accounting firms, medical corporations, banks, and trade associations. We handle the complex tasks of preparing employee statements, ensuring compliance with federal regulations, and generating all required government forms.
What sets Hicks apart is our dedicated team of pension consultants and administrators, each focused on delivering tailored solutions to meet your company’s specific needs. Founded in 1968, Hicks Pension Services has grown to serve clients across California, Hawaii, and beyond, offering independent professional assistance alongside your accountant, attorney, and investment advisor. We continually review and revise plans, presenting practical alternatives when changes are advisable. Retirement Plan Administration, Employee Benefit Plans, Qualified Plan Services
For over half a century, Hicks has been a trusted partner for businesses of all sizes, including law firms, accounting firms, medical corporations, banks, and trade associations. We handle the complex tasks of preparing employee statements, ensuring compliance with federal regulations, and generating all required government forms.
What sets Hicks apart is our dedicated team of pension consultants and administrators, each focused on delivering tailored solutions to meet your company’s specific needs. Founded in 1968, Hicks Pension Services has grown to serve clients across California, Hawaii, and beyond, offering independent professional assistance alongside your accountant, attorney, and investment advisor. We continually review and revise plans, presenting practical alternatives when changes are advisable. Retirement Plan Administration, Employee Benefit Plans, Qualified Plan Services
Finance
Financial Services
Clarke Financial Group is a leading financial services firm based in Irvine, California, dedicated to empowering banks, broker-dealers, and credit unions to offer comprehensive annuity, long-term care, and life insurance solutions.
Since 1992, we’ve focused on providing customized institutional solutions with an advisor-centric approach, helping financial institutions enhance their marketing efforts and drive profitability.
Our commitment to success is reflected in our ‘Concierge’ service, offering personalized support, proactive case management, and 24/7 access to our cutting-edge website – ensuring peace of mind and prosperity for both clients and advisors. We partner with leading carriers like Global Atlantic, Lincoln, and Standard Insurance to deliver exceptional value.
Since 1992, we’ve focused on providing customized institutional solutions with an advisor-centric approach, helping financial institutions enhance their marketing efforts and drive profitability.
Our commitment to success is reflected in our ‘Concierge’ service, offering personalized support, proactive case management, and 24/7 access to our cutting-edge website – ensuring peace of mind and prosperity for both clients and advisors. We partner with leading carriers like Global Atlantic, Lincoln, and Standard Insurance to deliver exceptional value.
Finance
Financial Services
Duke Restructuring Group is a Durham, North Carolina-based consulting firm specializing in providing expert advisory services to businesses navigating complex financial challenges.
We support organizations facing operational or financial difficulties, offering tailored restructuring strategies and turnaround solutions. Our team combines deep industry knowledge with a pragmatic approach to help clients achieve stability and sustainable growth.
At Duke Restructuring Group, we focus on delivering practical, results-oriented advice, assisting businesses in optimizing their operations, managing debt, and ultimately, securing a brighter future. We are a valuable resource for companies seeking to regain control and implement effective change management.
As a student-led organization, we bring a fresh perspective and a commitment to excellence to every engagement. We are dedicated to helping businesses overcome obstacles and build a stronger foundation for long-term success.
We support organizations facing operational or financial difficulties, offering tailored restructuring strategies and turnaround solutions. Our team combines deep industry knowledge with a pragmatic approach to help clients achieve stability and sustainable growth.
At Duke Restructuring Group, we focus on delivering practical, results-oriented advice, assisting businesses in optimizing their operations, managing debt, and ultimately, securing a brighter future. We are a valuable resource for companies seeking to regain control and implement effective change management.
As a student-led organization, we bring a fresh perspective and a commitment to excellence to every engagement. We are dedicated to helping businesses overcome obstacles and build a stronger foundation for long-term success.
Finance
Financial Services
PremiereTrade is a leading US-based developer of high-performance trading software, specializing in risk-free trading platforms for all levels of traders.
We provide a SaaS trading platform designed to revolutionize the way traders make decisions, offering intuitive, color-coded visuals and real-time data to help users practice and improve their skills in a secure environment.
Built on decades of market experience and disciplined technical analysis, PremiereTrade’s foundation traces back to the mid-1980s, evolving from a proprietary approach combining proven technical indicators with intuitive visual graphics. Our mission remains the same: to provide clear, reliable tools that enhance objective performance and empower traders to make confident, consistent decisions.
With over 600,000 traders following us worldwide, PremiereTrade continues to lead the industry with its innovative platform and commitment to user success.
We provide a SaaS trading platform designed to revolutionize the way traders make decisions, offering intuitive, color-coded visuals and real-time data to help users practice and improve their skills in a secure environment.
Built on decades of market experience and disciplined technical analysis, PremiereTrade’s foundation traces back to the mid-1980s, evolving from a proprietary approach combining proven technical indicators with intuitive visual graphics. Our mission remains the same: to provide clear, reliable tools that enhance objective performance and empower traders to make confident, consistent decisions.
With over 600,000 traders following us worldwide, PremiereTrade continues to lead the industry with its innovative platform and commitment to user success.
Finance
Financial Services
TMG Investments is a private equity fund based in San Diego, California, specializing in strategic investments across Real Estate Development, Agricultural Ventures, and Technology.
We focus on identifying and nurturing innovative projects within these sectors, providing capital and operational expertise to drive growth and deliver exceptional returns.
TMG Investments distinguishes itself through a family-oriented approach, prioritizing the success of all stakeholders and fostering long-term partnerships. Our team comprises experienced entrepreneurs with a proven track record in real estate, hospitality, technology, retail, and fuel distribution, ensuring a deep understanding of market dynamics and operational excellence.
With a strong foundation in financial acumen and market insight, TMG Investments is dedicated to delivering impactful investments and creating lasting value.
We focus on identifying and nurturing innovative projects within these sectors, providing capital and operational expertise to drive growth and deliver exceptional returns.
TMG Investments distinguishes itself through a family-oriented approach, prioritizing the success of all stakeholders and fostering long-term partnerships. Our team comprises experienced entrepreneurs with a proven track record in real estate, hospitality, technology, retail, and fuel distribution, ensuring a deep understanding of market dynamics and operational excellence.
With a strong foundation in financial acumen and market insight, TMG Investments is dedicated to delivering impactful investments and creating lasting value.
Finance
Financial Services
Bedrock Servicing, Inc is a California-based private credit servicing and asset management platform company. We provide a hybrid operating model combining institutional-grade loan servicing with proprietary technology to automate complex asset management, ensure audit-readiness, and eliminate administrative friction.
Bedrock Servicing serves private credit lenders, particularly those dealing with complex loan structures like Real Estate Private Credit (BPL), Bridge/RTL loans, and Specialty Private Credit (ABL), including ABL processing and servicing operations. We help these lenders move beyond fragmented data and manual processes, enabling them to scale their operations and focus on deal-making.
Our expert team, led by a trio of seasoned finance and technology leaders, delivers a disciplined, institutional-grade operating model supported by a scalable platform. We’re committed to transforming private credit operations, providing lenders with the control and defensibility they need to succeed.
Bedrock Servicing serves private credit lenders, particularly those dealing with complex loan structures like Real Estate Private Credit (BPL), Bridge/RTL loans, and Specialty Private Credit (ABL), including ABL processing and servicing operations. We help these lenders move beyond fragmented data and manual processes, enabling them to scale their operations and focus on deal-making.
Our expert team, led by a trio of seasoned finance and technology leaders, delivers a disciplined, institutional-grade operating model supported by a scalable platform. We’re committed to transforming private credit operations, providing lenders with the control and defensibility they need to succeed.
Finance
Financial Services
First Choice Business Brokers Toledo is a leading business brokerage firm based in Toledo, Ohio, specializing in helping entrepreneurs buy or sell businesses across Northwest Ohio and Southeast Michigan.
We connect buyers and sellers of main street and middle market businesses, offering expert valuation, buyer representation, and transactional guidance. Our team of experienced agents, with backgrounds in accounting, legal, banking, and real estate, provides comprehensive support throughout the entire business sales process.
With decades of experience and a national reach, First Choice Business Brokers Toledo leverages local expertise to maximize value for both buyers and sellers. We’ve successfully facilitated over $15 billion in business sales and maintain a robust network connecting businesses with opportunities across North America. We are proud to be part of the ‘Glass City’ and serve a region with a strong manufacturing and distribution base.
Whether you’re looking to sell a profitable business or find the perfect investment opportunity, First Choice Business Brokers Toledo is your trusted partner.
We connect buyers and sellers of main street and middle market businesses, offering expert valuation, buyer representation, and transactional guidance. Our team of experienced agents, with backgrounds in accounting, legal, banking, and real estate, provides comprehensive support throughout the entire business sales process.
With decades of experience and a national reach, First Choice Business Brokers Toledo leverages local expertise to maximize value for both buyers and sellers. We’ve successfully facilitated over $15 billion in business sales and maintain a robust network connecting businesses with opportunities across North America. We are proud to be part of the ‘Glass City’ and serve a region with a strong manufacturing and distribution base.
Whether you’re looking to sell a profitable business or find the perfect investment opportunity, First Choice Business Brokers Toledo is your trusted partner.
Finance
Financial Services
Vivian Capital Group is a New Jersey-based business capital provider specializing in rapid funding solutions for established businesses.
We offer a range of funding options, including Merchant Advance, Short Term Funding, Working Capital, and Growth Capital, designed to help businesses thrive.
Vivian distinguishes itself through its commitment to speed – delivering funds in as little as 24 hours – and a streamlined, hassle-free application process. Our smart capital matching algorithm and instant pre-approval capabilities ensure businesses receive the right financing quickly and efficiently. We’ve delivered over $750 million in funding to businesses nationwide, helping them scale, invest, and grow.
We offer a range of funding options, including Merchant Advance, Short Term Funding, Working Capital, and Growth Capital, designed to help businesses thrive.
Vivian distinguishes itself through its commitment to speed – delivering funds in as little as 24 hours – and a streamlined, hassle-free application process. Our smart capital matching algorithm and instant pre-approval capabilities ensure businesses receive the right financing quickly and efficiently. We’ve delivered over $750 million in funding to businesses nationwide, helping them scale, invest, and grow.
Finance
Financial Services
Build My Scores is a credit restoration and enhancement company based in Plano, Texas, serving consumers and referral partners across the nation.
We specialize in helping individuals increase their credit scores, achieve financial goals, and restore their buying power through expert credit repair services and dispute resolution, leveraging federal credit laws and consumer education.
Our commitment to ‘doing things with excellence’ is underpinned by industry knowledge and a robust technology platform, enabling us to provide comprehensive credit restoration solutions and empower our referral partners – including mortgage, real estate, and banking professionals – to deliver exceptional value to their customers. Founded in 2009, Build My Scores now employs 12 professionals.
We specialize in helping individuals increase their credit scores, achieve financial goals, and restore their buying power through expert credit repair services and dispute resolution, leveraging federal credit laws and consumer education.
Our commitment to ‘doing things with excellence’ is underpinned by industry knowledge and a robust technology platform, enabling us to provide comprehensive credit restoration solutions and empower our referral partners – including mortgage, real estate, and banking professionals – to deliver exceptional value to their customers. Founded in 2009, Build My Scores now employs 12 professionals.
Finance
Financial Services
Fast Auto Loan Approval is a New Jersey-based online car financing specialist dedicated to providing guaranteed affordable car loans to borrowers with bad credit.
We understand that securing a car loan can be challenging, particularly for individuals with low credit scores, limited down payments, or a history of financial difficulties. Our mission is to bridge the gap and offer a straightforward path to car ownership, regardless of your credit history.
Fast Auto Loan Approval works with a nationwide network of lenders to offer a wide range of financing options, including no down payment car loans, subprime auto loans, and loans for first-time buyers. We prioritize customer safety, utilizing 256-bit SSL encryption to protect your personal information.
With a proven track record of high approval rates – 87.4% – and a commitment to transparent lending practices, Fast Auto Loan Approval is a trusted partner in helping you achieve your automotive dreams. We specialize in helping students, first-time buyers, and those seeking a second chance to rebuild their credit.
We understand that securing a car loan can be challenging, particularly for individuals with low credit scores, limited down payments, or a history of financial difficulties. Our mission is to bridge the gap and offer a straightforward path to car ownership, regardless of your credit history.
Fast Auto Loan Approval works with a nationwide network of lenders to offer a wide range of financing options, including no down payment car loans, subprime auto loans, and loans for first-time buyers. We prioritize customer safety, utilizing 256-bit SSL encryption to protect your personal information.
With a proven track record of high approval rates – 87.4% – and a commitment to transparent lending practices, Fast Auto Loan Approval is a trusted partner in helping you achieve your automotive dreams. We specialize in helping students, first-time buyers, and those seeking a second chance to rebuild their credit.
Finance
Financial Services
Frontline Funding is a leading financial partner for staffing agencies and businesses in Orlando, Florida. We provide fast invoice factoring and payroll funding solutions, helping both startups and established firms accelerate their cash flow and achieve their growth goals.
At Frontline Funding, we understand the unique challenges faced by staffing companies – from managing unpaid invoices to scaling operations. Our customized funding options, including invoice factoring and payroll funding, are designed to provide immediate working capital, regardless of your business’s credit history or assets.
We’re committed to delivering a seamless and hassle-free funding experience. With a quick decision process – often within 24 hours – and a dedicated team focused on your success, Frontline Funding is the trusted partner you need to fuel your staffing agency’s growth. We pride ourselves on exceptional customer support and a straightforward approach to financial solutions.
At Frontline Funding, we understand the unique challenges faced by staffing companies – from managing unpaid invoices to scaling operations. Our customized funding options, including invoice factoring and payroll funding, are designed to provide immediate working capital, regardless of your business’s credit history or assets.
We’re committed to delivering a seamless and hassle-free funding experience. With a quick decision process – often within 24 hours – and a dedicated team focused on your success, Frontline Funding is the trusted partner you need to fuel your staffing agency’s growth. We pride ourselves on exceptional customer support and a straightforward approach to financial solutions.
Finance
Financial Services
Corporate Asset Management, LLC is a leading provider of Broker Price Opinions (BPO) and REO management services, headquartered in Los Angeles, California.
We specialize in delivering accurate and reliable property valuations to real estate lenders, financial institutions, and investors across the United States. Our comprehensive suite of services includes AVM (Automated Valuation Models), Hybrid AVMs, and detailed REO value reconciliations, supporting critical decision-making in the mortgage and real estate markets.
With over two decades of experience, Corporate Asset Management leverages cutting-edge technology and a nationwide network of qualified REO agents to streamline property disposition and minimize losses. We are dedicated to providing efficient and effective solutions for managing REO assets, accelerating sales, and maximizing recovery value.
Founded in 2002, CAM has grown to serve clients nationwide, operating from facilities in Los Angeles and Orlando, Florida.
We specialize in delivering accurate and reliable property valuations to real estate lenders, financial institutions, and investors across the United States. Our comprehensive suite of services includes AVM (Automated Valuation Models), Hybrid AVMs, and detailed REO value reconciliations, supporting critical decision-making in the mortgage and real estate markets.
With over two decades of experience, Corporate Asset Management leverages cutting-edge technology and a nationwide network of qualified REO agents to streamline property disposition and minimize losses. We are dedicated to providing efficient and effective solutions for managing REO assets, accelerating sales, and maximizing recovery value.
Founded in 2002, CAM has grown to serve clients nationwide, operating from facilities in Los Angeles and Orlando, Florida.
Finance
Financial Services
Crowned Credit is a Greensboro, North Carolina-based credit repair agency dedicated to helping individuals nationwide rebuild and improve their credit scores.
We specialize in removing negative items such as collections, late payments, and bankruptcies from your credit reports, empowering you to achieve financial freedom and unlock opportunities like homeownership and auto loans.
Unlike other credit repair services, Crowned Credit focuses on strategic dispute resolution and comprehensive credit report analysis, utilizing proven methods to achieve significant score improvements – with initial results often seen within 30-60 days. Our commitment to client success is reflected in our 4.9-star rating based on over 1,000 verified reviews and our A+ rating with the Better Business Bureau.
We’ve helped over 1,000 clients nationwide achieve substantial credit score increases, demonstrating our consistent ability to deliver tangible results. Let Crowned Credit be your trusted partner on the path to a brighter financial future.
We specialize in removing negative items such as collections, late payments, and bankruptcies from your credit reports, empowering you to achieve financial freedom and unlock opportunities like homeownership and auto loans.
Unlike other credit repair services, Crowned Credit focuses on strategic dispute resolution and comprehensive credit report analysis, utilizing proven methods to achieve significant score improvements – with initial results often seen within 30-60 days. Our commitment to client success is reflected in our 4.9-star rating based on over 1,000 verified reviews and our A+ rating with the Better Business Bureau.
We’ve helped over 1,000 clients nationwide achieve substantial credit score increases, demonstrating our consistent ability to deliver tangible results. Let Crowned Credit be your trusted partner on the path to a brighter financial future.
Finance
Financial Services
Loandrone, Inc is a leading mortgage lending company headquartered in Irvine, California, dedicated to delivering exceptional home financing solutions across the United States.
We specialize in providing a comprehensive range of mortgage products, including purchase loans, refinance options, and cash-out refinancing, helping individuals and families achieve their real estate goals.
What sets Loandrone apart is our commitment to personalized service and our extensive network of loan programs, ensuring our clients receive the most competitive rates and tailored solutions. We pride ourselves on our dedication to customer satisfaction and financial wellness, offering expert guidance every step of the way.
With over 20 years of experience, Loandrone, Inc. has funded over $1 billion in residential mortgages, serving customers in 650+ communities nationwide and maintaining a 5-star customer rating. We are committed to providing a seamless and stress-free mortgage experience.
We specialize in providing a comprehensive range of mortgage products, including purchase loans, refinance options, and cash-out refinancing, helping individuals and families achieve their real estate goals.
What sets Loandrone apart is our commitment to personalized service and our extensive network of loan programs, ensuring our clients receive the most competitive rates and tailored solutions. We pride ourselves on our dedication to customer satisfaction and financial wellness, offering expert guidance every step of the way.
With over 20 years of experience, Loandrone, Inc. has funded over $1 billion in residential mortgages, serving customers in 650+ communities nationwide and maintaining a 5-star customer rating. We are committed to providing a seamless and stress-free mortgage experience.
Finance
Financial Services
Fortiv Wealth Management is a multi-disciplinary private wealth firm based in Orlando, Florida, dedicated to providing comprehensive financial planning services to professionals and families.
We specialize in developing and managing investment plans, designing employee benefit plans, and planning for long-term care and estate needs. Our approach centers on understanding your unique aspirations and challenges, transforming them into strategic financial action.
Founded in 1961 by Tony Moreno Sr., Fortiv Wealth Group has a proud tradition of customer service excellence, built on a foundation of respect, integrity, and communication. Today, with a team of experienced professionals, we continue to honor this legacy while embracing innovative planning tools and modern wealth strategies, ensuring your future is our focus. Wealth with a Purpose.
We specialize in developing and managing investment plans, designing employee benefit plans, and planning for long-term care and estate needs. Our approach centers on understanding your unique aspirations and challenges, transforming them into strategic financial action.
Founded in 1961 by Tony Moreno Sr., Fortiv Wealth Group has a proud tradition of customer service excellence, built on a foundation of respect, integrity, and communication. Today, with a team of experienced professionals, we continue to honor this legacy while embracing innovative planning tools and modern wealth strategies, ensuring your future is our focus. Wealth with a Purpose.
Finance
Financial Services
Mountain Peak Wealth Solutions is a financial services firm based in Portland, Oregon, dedicated to helping individuals, families, and businesses achieve lasting financial well-being.
We partner with National Life Group and True Path Financial to provide comprehensive financial planning, encompassing insurance, investment, business, and retirement strategies. Our approach centers on delivering clarity and reducing uncertainty through educated insights, allowing our clients to confidently navigate every stage of life.
As a trusted advisor, Mountain Peak Wealth Solutions offers personalized guidance and access to industry-leading financial solutions, built on a foundation of expertise, objectivity, and a long-standing commitment to our clients’ success. We pride ourselves on building strong, lasting relationships, prioritizing loyalty and results over mere numbers.
Founded in 1993, Mountain Peak Wealth Solutions has grown to serve clients across Oregon, Montana, and California, demonstrating a consistent track record of delivering exceptional financial outcomes.
We partner with National Life Group and True Path Financial to provide comprehensive financial planning, encompassing insurance, investment, business, and retirement strategies. Our approach centers on delivering clarity and reducing uncertainty through educated insights, allowing our clients to confidently navigate every stage of life.
As a trusted advisor, Mountain Peak Wealth Solutions offers personalized guidance and access to industry-leading financial solutions, built on a foundation of expertise, objectivity, and a long-standing commitment to our clients’ success. We pride ourselves on building strong, lasting relationships, prioritizing loyalty and results over mere numbers.
Founded in 1993, Mountain Peak Wealth Solutions has grown to serve clients across Oregon, Montana, and California, demonstrating a consistent track record of delivering exceptional financial outcomes.
Finance
Financial Services
Cash Management, LLC is a Plano, Texas-based asset management company specializing in the international sales and distribution of payment solutions for under-banked and un-banked consumers.
We provide a comprehensive suite of services, including the issuance of open and closed-loop payment cards – both plastic and virtual – alongside pre-loaded and re-loadable prepaid cards, gift cards, and rebate cards.
Cash Management, LLC leverages a unique web-based community to market these branded and generic payment products, addressing the specific needs of underserved populations. Our focus is on effective investment management and the strategic collection of bulk consumer debt, offering a holistic approach to financial solutions.
Founded in 1992, we’ve grown to a team of 7 professionals, dedicated to expanding access to secure and reliable payment options globally.
We provide a comprehensive suite of services, including the issuance of open and closed-loop payment cards – both plastic and virtual – alongside pre-loaded and re-loadable prepaid cards, gift cards, and rebate cards.
Cash Management, LLC leverages a unique web-based community to market these branded and generic payment products, addressing the specific needs of underserved populations. Our focus is on effective investment management and the strategic collection of bulk consumer debt, offering a holistic approach to financial solutions.
Founded in 1992, we’ve grown to a team of 7 professionals, dedicated to expanding access to secure and reliable payment options globally.
Finance
Financial Services
ValueInvesting.io is a Jersey City, NJ-based financial technology company specializing in automated valuation analysis. We provide a comprehensive platform for investors and researchers seeking to identify undervalued stocks globally.
Our core service is delivering accurate intrinsic value for over 45,000 public companies worldwide using sophisticated Discounted Cash Flow (DCF) and Weighted Average Cost of Capital (WACC) models.
ValueInvesting.io stands out through its global coverage, automated valuation process, and AI-powered SEC filings search, offering institutional-quality resources previously accessible only to Wall Street professionals. We empower investors to make data-driven decisions and outperform the market.
Launched in 2020, ValueInvesting.io has rapidly grown to serve a diverse clientele, including investment firms, research teams, and individual investors. We are committed to providing reliable, accessible, and powerful valuation tools.
Our core service is delivering accurate intrinsic value for over 45,000 public companies worldwide using sophisticated Discounted Cash Flow (DCF) and Weighted Average Cost of Capital (WACC) models.
ValueInvesting.io stands out through its global coverage, automated valuation process, and AI-powered SEC filings search, offering institutional-quality resources previously accessible only to Wall Street professionals. We empower investors to make data-driven decisions and outperform the market.
Launched in 2020, ValueInvesting.io has rapidly grown to serve a diverse clientele, including investment firms, research teams, and individual investors. We are committed to providing reliable, accessible, and powerful valuation tools.
Finance
Financial Services
FSCFR LLC is a leading provider of financial technology solutions, specializing in connecting asset management with cutting-edge technology development.
Based in New York City, we deliver tailored expert solutions to institutions worldwide, offering advanced financial advisory tools designed to help clients achieve their financial goals and maintain a competitive edge.
Our fintech platform leverages AI-powered technology, including real-time data integration and machine learning models, to provide predictive analytics and market trend forecasting. We focus on empowering institutions with intelligent decision-making capabilities through customizable solutions.
Founded in 2023, FSCFR LLC has quickly established itself as a trusted partner for institutions seeking to modernize their investment strategies and navigate the complexities of global markets. We are committed to innovation and delivering exceptional value to our clients.
Based in New York City, we deliver tailored expert solutions to institutions worldwide, offering advanced financial advisory tools designed to help clients achieve their financial goals and maintain a competitive edge.
Our fintech platform leverages AI-powered technology, including real-time data integration and machine learning models, to provide predictive analytics and market trend forecasting. We focus on empowering institutions with intelligent decision-making capabilities through customizable solutions.
Founded in 2023, FSCFR LLC has quickly established itself as a trusted partner for institutions seeking to modernize their investment strategies and navigate the complexities of global markets. We are committed to innovation and delivering exceptional value to our clients.
Finance
Financial Services
C1 Wealth Management is a Washington-based financial advisory firm dedicated to helping individuals, families, and businesses achieve long-term financial security.
We specialize in creating personalized financial plans encompassing retirement, investment, and insurance strategies, all underpinned by a client-centric approach. Our team of experienced professionals provides comprehensive guidance, from initial assessments through ongoing portfolio management.
What sets C1 Wealth Management apart is our commitment to understanding each client’s unique goals and risk tolerance, combined with a data-driven investment philosophy. We offer the C1 Check-Up, a thorough financial review designed to provide a roadmap for achieving your financial aspirations. We are a fiduciary, putting your needs first.
Founded in 2021, C1 Wealth Management has quickly established a reputation for integrity and expertise, serving clients across Washington, Alaska, Idaho, and beyond. We are a member of FINRA/SIPC and affiliated with Independent Financial Group, LLC (IFG).
We specialize in creating personalized financial plans encompassing retirement, investment, and insurance strategies, all underpinned by a client-centric approach. Our team of experienced professionals provides comprehensive guidance, from initial assessments through ongoing portfolio management.
What sets C1 Wealth Management apart is our commitment to understanding each client’s unique goals and risk tolerance, combined with a data-driven investment philosophy. We offer the C1 Check-Up, a thorough financial review designed to provide a roadmap for achieving your financial aspirations. We are a fiduciary, putting your needs first.
Founded in 2021, C1 Wealth Management has quickly established a reputation for integrity and expertise, serving clients across Washington, Alaska, Idaho, and beyond. We are a member of FINRA/SIPC and affiliated with Independent Financial Group, LLC (IFG).
Finance
Financial Services
Collaborative Wealth is a financial planning and integrated wealth management firm based in Lake Mary, Florida.
We provide comprehensive wealth planning, investment advisory, and retirement solutions to help individuals and families achieve their financial goals.
Our team of experienced professionals offers personalized service and impartial asset management, focusing on building a strong financial foundation and guiding clients through every stage of life.
Collaborative Wealth is committed to integrity, trust, and delivering exceptional results for our clients.
We provide comprehensive wealth planning, investment advisory, and retirement solutions to help individuals and families achieve their financial goals.
Our team of experienced professionals offers personalized service and impartial asset management, focusing on building a strong financial foundation and guiding clients through every stage of life.
Collaborative Wealth is committed to integrity, trust, and delivering exceptional results for our clients.
Finance
Financial Services
Genesis Investment Management LLC is a USA-based investment advisory and asset management firm committed to generating long-term value for our stakeholders through disciplined capital allocation and strategic investments across high-growth sectors.
We deploy capital across institutional-grade investments in sectors like Real Estate, Energy & Sustainability, Deep Tech, and Private Aviation & Special aircrafts, focusing on the United States, India, Singapore, and Dubai – markets offering scale, innovation, and strong economic fundamentals.
Genesis Investment Management LLC operates with institutional-grade governance, compliance, and transparency, ensuring every investment meets rigorous fiduciary standards. Our leadership team, led by Amruta Dekatey and Pravin Patil, brings decades of experience in finance, investment, and sustainability, driving the firm’s growth and success across diverse markets.
We are currently issuing bonds and raising capital to support real economy growth and future-forward innovation.
We deploy capital across institutional-grade investments in sectors like Real Estate, Energy & Sustainability, Deep Tech, and Private Aviation & Special aircrafts, focusing on the United States, India, Singapore, and Dubai – markets offering scale, innovation, and strong economic fundamentals.
Genesis Investment Management LLC operates with institutional-grade governance, compliance, and transparency, ensuring every investment meets rigorous fiduciary standards. Our leadership team, led by Amruta Dekatey and Pravin Patil, brings decades of experience in finance, investment, and sustainability, driving the firm’s growth and success across diverse markets.
We are currently issuing bonds and raising capital to support real economy growth and future-forward innovation.
Finance
Financial Services
BankerValuation is a leading provider of business valuation tools and data for the underwriting community, based in the Greater Tampa Bay Area, Florida.
Since 2001, we’ve empowered lenders, wealth advisors, and SBA professionals with our web-based business valuation calculator. This tool leverages our extensive internal comparables database to deliver accurate and reliable business valuations in just 15 minutes.
Our focus on ‘main street’ businesses – those with annual revenues between $250,000 and $5 million – combined with our acceptance by the SBA for loans under $250,000, makes us a trusted resource for assessing business value and ensuring reasonable purchase prices. We support conventional lenders, wealth management planning, and lending service providers, offering a critical component to their client’s success.
Since 2001, we’ve empowered lenders, wealth advisors, and SBA professionals with our web-based business valuation calculator. This tool leverages our extensive internal comparables database to deliver accurate and reliable business valuations in just 15 minutes.
Our focus on ‘main street’ businesses – those with annual revenues between $250,000 and $5 million – combined with our acceptance by the SBA for loans under $250,000, makes us a trusted resource for assessing business value and ensuring reasonable purchase prices. We support conventional lenders, wealth management planning, and lending service providers, offering a critical component to their client’s success.
Finance
Financial Services
Rapid Cash Advances, Inc. is an established financial services provider based in Orlando, Florida, specializing in short-term cash advances and payday loans.
We provide convenient access to funds for individuals and small businesses facing immediate financial needs. Our core service, the Cash Advance, allows customers to receive up to $500, often referred to as a Payday Loan or Payday Advance, with no credit check. We handle the process of cashing personal checks and holding funds until the customer’s next payday, offering a fast and reliable solution.
Rapid Cash Advances distinguishes itself through its extensive network of financial service centers across Florida, offering accessibility and personalized support. Founded in 1995, we’ve built a reputation for speed and transparency, serving a diverse clientele with a commitment to responsible lending practices. We operate 11 locations throughout Florida, including Orlando, Winter Haven, and Kissimmee.
We provide convenient access to funds for individuals and small businesses facing immediate financial needs. Our core service, the Cash Advance, allows customers to receive up to $500, often referred to as a Payday Loan or Payday Advance, with no credit check. We handle the process of cashing personal checks and holding funds until the customer’s next payday, offering a fast and reliable solution.
Rapid Cash Advances distinguishes itself through its extensive network of financial service centers across Florida, offering accessibility and personalized support. Founded in 1995, we’ve built a reputation for speed and transparency, serving a diverse clientele with a commitment to responsible lending practices. We operate 11 locations throughout Florida, including Orlando, Winter Haven, and Kissimmee.
Finance
Financial Services
United Credit Solutions is a leading credit debt consolidation service provider based in Irvine, California.
We help individuals across the United States manage and reduce their outstanding credit card debt, offering a straightforward and transparent solution to regain financial control.
Unlike traditional debt consolidation loans, United Credit Solutions operates on a one-time processing fee, tailored to your specific balance, eliminating ongoing monthly payments and providing immediate relief. We are a BBB Accredited Business, committed to honesty and providing exceptional customer service.
Our experienced team works closely with clients to develop personalized debt management strategies, ensuring a clear path to financial wellness. We specialize in simplifying the debt consolidation process, making it accessible and manageable for everyone.
We help individuals across the United States manage and reduce their outstanding credit card debt, offering a straightforward and transparent solution to regain financial control.
Unlike traditional debt consolidation loans, United Credit Solutions operates on a one-time processing fee, tailored to your specific balance, eliminating ongoing monthly payments and providing immediate relief. We are a BBB Accredited Business, committed to honesty and providing exceptional customer service.
Our experienced team works closely with clients to develop personalized debt management strategies, ensuring a clear path to financial wellness. We specialize in simplifying the debt consolidation process, making it accessible and manageable for everyone.
Finance
Financial Services
RankMiner is a US-based provider of predictive voice analytics, specializing in call center optimization and revenue growth.
We help businesses, particularly in the Financial Services sector, including collection agencies and inside sales teams, unlock the hidden potential within their call data. Our platform analyzes 100% of customer interactions, identifying high-value prospects and optimizing agent performance through advanced Machine Learning models.
RankMiner’s unique approach, leveraging 176+ features to assess emotional behavior and tone, delivers actionable insights to reduce operating costs and maximize profits. We are dedicated to transforming how businesses approach customer engagement and agent effectiveness, driving significant improvements in key performance indicators.
We help businesses, particularly in the Financial Services sector, including collection agencies and inside sales teams, unlock the hidden potential within their call data. Our platform analyzes 100% of customer interactions, identifying high-value prospects and optimizing agent performance through advanced Machine Learning models.
RankMiner’s unique approach, leveraging 176+ features to assess emotional behavior and tone, delivers actionable insights to reduce operating costs and maximize profits. We are dedicated to transforming how businesses approach customer engagement and agent effectiveness, driving significant improvements in key performance indicators.
Finance
Financial Services
Advocate Financial is a Florida-based financial services firm specializing in retirement and estate planning for individuals and organizations. We help our clients achieve growth, protection, and guaranteed retirement income through comprehensive services like FRS planning, IRA/Roth IRA/401k management, and life insurance. As a husband-and-wife team, Todd and Amy West are committed to providing unbiased financial advice and promoting financial literacy within the community.
Our approach centers on safe money strategies and maximizing benefits from programs like the Federal Employee Retirement System (FERS) and the Thrift Savings Plan (TSP). We offer tailored solutions designed to meet individual needs and provide peace of mind.
Advocate Financial is dedicated to simplifying complex financial concepts and empowering clients to make informed decisions about their future. We are licensed by the State Department of Financial Services and committed to upholding the highest standards of professional integrity.
Our approach centers on safe money strategies and maximizing benefits from programs like the Federal Employee Retirement System (FERS) and the Thrift Savings Plan (TSP). We offer tailored solutions designed to meet individual needs and provide peace of mind.
Advocate Financial is dedicated to simplifying complex financial concepts and empowering clients to make informed decisions about their future. We are licensed by the State Department of Financial Services and committed to upholding the highest standards of professional integrity.
Finance
Financial Services
Parkway Wealth Management Group is a trusted financial advisor based in Plano, Texas, dedicated to providing personalized wealth management solutions.
We specialize in helping individuals and families in the Dallas-Fort Worth area achieve their long-term financial goals. Our team at Parkway Wealth Management Group understands that financial planning extends beyond simply investing; it’s about safeguarding your entire financial future.
As part of Raymond James, we offer a comprehensive suite of services, including retirement planning, estate planning, investment management, and insurance solutions. We take a 360-degree approach to understand your unique circumstances and build a tailored plan to protect and grow your wealth for generations. We prioritize building lasting relationships with our clients, offering a client-centric approach and conservative values.
We specialize in helping individuals and families in the Dallas-Fort Worth area achieve their long-term financial goals. Our team at Parkway Wealth Management Group understands that financial planning extends beyond simply investing; it’s about safeguarding your entire financial future.
As part of Raymond James, we offer a comprehensive suite of services, including retirement planning, estate planning, investment management, and insurance solutions. We take a 360-degree approach to understand your unique circumstances and build a tailored plan to protect and grow your wealth for generations. We prioritize building lasting relationships with our clients, offering a client-centric approach and conservative values.
Finance
Financial Services
MC Capital Ventures is a leading investment firm based in Irvine, California, specializing in real estate, private companies, and blockchain/cryptocurrencies.
We focus on identifying and investing in innovative companies and technologies, with a particular interest in the rapidly evolving world of digital assets. Our approach centers on patient capital and strategic guidance, helping our portfolio companies achieve global reach and sustainable growth.
At MC Capital Ventures, we pride ourselves on attracting exceptional talent and fostering a culture of integrity and independent thinking. We’re dedicated to building long-term value and shaping the future of investment across diverse sectors. We provide more than just capital; we offer strategic connections and support to drive our partners’ success.
We focus on identifying and investing in innovative companies and technologies, with a particular interest in the rapidly evolving world of digital assets. Our approach centers on patient capital and strategic guidance, helping our portfolio companies achieve global reach and sustainable growth.
At MC Capital Ventures, we pride ourselves on attracting exceptional talent and fostering a culture of integrity and independent thinking. We’re dedicated to building long-term value and shaping the future of investment across diverse sectors. We provide more than just capital; we offer strategic connections and support to drive our partners’ success.
Finance
Financial Services
Home Loan Enterprise is a leading mortgage lender based in Irvine, California, specializing in providing competitive rates and expert guidance to clients across the United States.
We assist individuals and families in securing home loans, including conventional, FHA, VA, and Non-QM options, empowering them to achieve their real estate goals. Our experienced team focuses on delivering personalized service and simplifying the mortgage process.
Since 2004, Home Loan Enterprise has built a strong reputation for integrity and commitment to client satisfaction, funding billions in loans and helping hundreds of clients save money on their mortgages. We are an NMLS ID: 246523 Equal Housing Lender.
We assist individuals and families in securing home loans, including conventional, FHA, VA, and Non-QM options, empowering them to achieve their real estate goals. Our experienced team focuses on delivering personalized service and simplifying the mortgage process.
Since 2004, Home Loan Enterprise has built a strong reputation for integrity and commitment to client satisfaction, funding billions in loans and helping hundreds of clients save money on their mortgages. We are an NMLS ID: 246523 Equal Housing Lender.
Finance
Financial Services
Legacy Wealth Planner, LLC is a Plano, Texas-based financial planning firm specializing in creating customized financial plans for both individuals and businesses.
We help our clients achieve their short-term and long-term financial goals through comprehensive planning strategies. Our services encompass retirement planning, investment management, estate planning, and tax optimization – all designed to provide peace of mind and secure financial futures.
Legacy Wealth Planner focuses on building lasting relationships with our clients, offering personalized attention and expert guidance. We work closely with each client to understand their unique circumstances and develop tailored solutions. We are a registered investment advisor (RIA) and work with Saxony Securities, Inc. to provide a full suite of financial services.
Our commitment to client success is at the heart of everything we do, and we strive to be a trusted partner in navigating the complexities of wealth management.
We help our clients achieve their short-term and long-term financial goals through comprehensive planning strategies. Our services encompass retirement planning, investment management, estate planning, and tax optimization – all designed to provide peace of mind and secure financial futures.
Legacy Wealth Planner focuses on building lasting relationships with our clients, offering personalized attention and expert guidance. We work closely with each client to understand their unique circumstances and develop tailored solutions. We are a registered investment advisor (RIA) and work with Saxony Securities, Inc. to provide a full suite of financial services.
Our commitment to client success is at the heart of everything we do, and we strive to be a trusted partner in navigating the complexities of wealth management.
Finance
Financial Services
Redbridge Securities is a Plano, Texas-based technology-enabled brokerage firm specializing in providing connectivity to the US capital markets.
We empower fintechs, brokers, and advisors with innovative embedded technology solutions, enabling them to create unique investing experiences for their clients. Our APIs and platforms facilitate seamless, transparent discovery, buying, trading, and management of US listed stocks and ETFs.
Redbridge Securities LLC, a FINRA and SIPC member, is dedicated to transforming how individuals achieve their financial goals through technology and infrastructure, forging long-term partnerships to bring investing visions to life.
We empower fintechs, brokers, and advisors with innovative embedded technology solutions, enabling them to create unique investing experiences for their clients. Our APIs and platforms facilitate seamless, transparent discovery, buying, trading, and management of US listed stocks and ETFs.
Redbridge Securities LLC, a FINRA and SIPC member, is dedicated to transforming how individuals achieve their financial goals through technology and infrastructure, forging long-term partnerships to bring investing visions to life.
Finance
Financial Services
Company Name | Location | Category | Employees | Accuracy | Website | |
|---|---|---|---|---|---|---|
Jersey City, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@mast-investments.com | https://www.mast-investments.com/ | ||
Brentwood, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@cybertrans.com | http://www.cybertrans.com | ||
Kearney, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@stonebridgeiwm.com | https://stonebridgeiwm.com/ | ||
Orlando, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@termloans.com | http://www.termloans.com | ||
Fort Wayne, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@collierfinancial.com | http://www.collierfinancial.com | ||
Irvine, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@chargeback360.com | https://chargeback360.com/ | ||
Irvine, United States (US) | Finance and Banking Finance and Banking | 10-20 | sales@watermarktpo.com | http://WatermarkTPO.com | ||
Orlando, United States (US) | Finance and Banking Finance and Banking | 20-30 | contact@quantum-one.com | http://www.quantum-one.com | ||
Toledo, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@happy-clients.com | https://happy-clients.com | ||
Laredo, United States (US) | Finance and Banking Finance and Banking | 30-50 | office@powellwatson.com | http://www.powellwatson.com/ | ||
Irvine, United States (US) | Finance and Banking Finance and Banking | 10-20 | marketing@moneymend.com | https://Moneymend.com | ||
Jacksonville, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@sirisaacpublishing.com | http://sirisaacpublishing.com | ||
Orlando, United States (US) | Finance and Banking Finance and Banking | 20-30 | support@dacbond.com | http://www.dacbond.com | ||
Irvine, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@gen-cap.com | https://www.gen-cap.com/ | ||
Irvine, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@fvndit.com | http://www.fvndit.com | ||
Plano, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@secureapsolutions.com | https://secureapsolutions.com | ||
New Jersey, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@crazymoney.app | https://www.crazymoney.app/ | ||
Tallahassee, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@u-vestfinancial.com | http://www.u-vestfinancial.com | ||
Fresno, United States (US) | Finance and Banking Finance and Banking | 10-20 | office@hicksfresno.com | http://www.hicksfresno.com | ||
Irvine, United States (US) | Finance and Banking Finance and Banking | 10-20 | sales@cfgroup.com | http://www.cfgroup.com | ||
Durham, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@dukerxgroup.com | http://dukerxgroup.com | ||
Orlando, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@premieretrade.com | http://www.PremiereTrade.com | ||
San Diego, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@tmginvestments.com.mx | http://tmginvestments.com.mx | ||
Irvine, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@bedrockservicing.com | http://www.bedrockservicing.com | ||
Toledo, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@toledo.fcbb.com | https://toledo.fcbb.com/ | ||
Newark, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@viviancapitalgrp.com | https://www.viviancapitalgrp.com/ | ||
Plano, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@buildmyscores.com | https://buildmyscores.com/ | ||
Newark, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@fastautoloanapproval.com | https://www.fastautoloanapproval.com | ||
Orlando, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@frontlinefunding.com | http://www.frontlinefunding.com | ||
Los Angeles, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@camreo.com | http://www.camreo.com | ||
Greensboro, United States (US) | Finance and Banking Finance and Banking | 10-20 | contact@getcrownedcredit.com | https://getcrownedcredit.com | ||
Irvine, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@loandrone.com | http://www.loandrone.com | ||
Orlando, United States (US) | Finance and Banking Finance and Banking | 10-20 | hello@fortiv.com | http://www.fortiv.com | ||
Portland, United States (US) | Finance and Banking Finance and Banking | 10-20 | ryanlogan@ralfinancial.com | http://www.mountainpeakws.com/ | ||
Plano, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@thecashmanagementcard.com | http://thecashmanagementcard.com | ||
Jersey City, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@valueinvesting.io | http://valueinvesting.io/ | ||
New York, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@fscfr.com | https://FSCFR.com | ||
Everett, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@c1wealthmanagement.com | http://www.C1WealthManagement.com | ||
Lake Mary, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@collaborativewealth.com | http://www.collaborativewealth.com | ||
Delaware, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@genesis-inv.com | https://genesis-inv.com/ | ||
Greater Tampa Bay Area, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@bankervaluation.com | http://www.bankervaluation.com | ||
Orlando, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@rapidcashadvance.com | http://www.RapidCashAdvance.com | ||
Irvine, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@unitedcreditsolutions.com | http://www.unitedcreditsolutions.com | ||
Saint Petersburg, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@rankminer.com | http://www.rankminer.com/ | ||
Orlando, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@advocatefinancial.net | https://advocatefinancial.net | ||
Plano, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@parkwayteam.com | https://parkwayteam.com/ | ||
Irvine, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@mccapitalventures.com | http://mccapitalventures.com | ||
Irvine, United States (US) | Finance and Banking Finance and Banking | 10-20 | contact@hlemortgage.com | https://www.hlemortgage.com | ||
Plano, United States (US) | Finance and Banking Finance and Banking | 10-20 | help@legacywealthplanner.com | https://www.legacywealthplanner.com/home/ | ||
Plano, United States (US) | Finance and Banking Finance and Banking | 10-20 | support@rbsecurities.com | https://www.rbsecurities.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.