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 2664 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.
2,664 companies
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Finance
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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
North Texas Certified Development Corporation is a Plano, Texas-based lending organization specializing in SBA 504 loans and providing crucial financing to small businesses across Texas.
We offer long-term, fixed-interest financing – as low as 5.955% – for capital expansions and equipment purchases, providing a valuable alternative to traditional short-term loans.
NTCDC operates under the guidelines of the U.S. Small Business Administration’s Section 504 Certified Development Company program, guaranteeing 100% repayment of debentures and ensuring a smooth and efficient SBA borrowing experience for our clients. With over 100 years of combined SBA experience, our dedicated team of loan officers and underwriters are committed to supporting small business growth.
We offer long-term, fixed-interest financing – as low as 5.955% – for capital expansions and equipment purchases, providing a valuable alternative to traditional short-term loans.
NTCDC operates under the guidelines of the U.S. Small Business Administration’s Section 504 Certified Development Company program, guaranteeing 100% repayment of debentures and ensuring a smooth and efficient SBA borrowing experience for our clients. With over 100 years of combined SBA experience, our dedicated team of loan officers and underwriters are committed to supporting small business growth.
Finance
Financial Services
Strategic Wealth Group is a Tallahassee, Florida-based financial planning firm specializing in retirement, estate, investment, and insurance strategies for individuals and business owners.
We serve a diverse clientele across 31 states, providing personalized, hands-on service to help them protect, grow, enjoy, and transfer their wealth. Our team of experienced professionals offers over 75 combined years of expertise, guiding clients through life transitions and addressing critical financial concerns like outliving their savings.
What sets Strategic Wealth Group apart is our holistic approach, combining cash flow planning, small business guidance, and a commitment to long-term financial security. We’re dedicated to helping our clients achieve their goals and build a secure future. Forbes Top Financial Security Professionals John Lentz has recently ranked amongst the top financial security professionals in America, landing on Forbes Top 100 Financial Security Professionals list ranking #24 Nationally and #1 Best-In-State for Florida.
We serve a diverse clientele across 31 states, providing personalized, hands-on service to help them protect, grow, enjoy, and transfer their wealth. Our team of experienced professionals offers over 75 combined years of expertise, guiding clients through life transitions and addressing critical financial concerns like outliving their savings.
What sets Strategic Wealth Group apart is our holistic approach, combining cash flow planning, small business guidance, and a commitment to long-term financial security. We’re dedicated to helping our clients achieve their goals and build a secure future. Forbes Top Financial Security Professionals John Lentz has recently ranked amongst the top financial security professionals in America, landing on Forbes Top 100 Financial Security Professionals list ranking #24 Nationally and #1 Best-In-State for Florida.
Finance
Financial Services
OmniPay Solution is a US-based provider of innovative Point of Sale (POS) software solutions for retail and hospitality businesses.
We specialize in developing and delivering user-friendly, reliable POS systems designed to streamline operations, enhance customer experiences, and drive sales growth. Our software integrates seamlessly with existing systems, offering key features like inventory management, sales tracking, CRM, and real-time analytics – essential tools for modern businesses.
OmniPay Solution’s commitment to innovation, reliability, and customer satisfaction makes us a trusted partner for stores, malls, and other retail environments seeking to optimize their performance. We offer scalable solutions adaptable to businesses of all sizes, from small startups to large enterprises.
With a growing team and a strategic presence in New Jersey and India, OmniPay Solution is dedicated to empowering businesses with cutting-edge technology.
We specialize in developing and delivering user-friendly, reliable POS systems designed to streamline operations, enhance customer experiences, and drive sales growth. Our software integrates seamlessly with existing systems, offering key features like inventory management, sales tracking, CRM, and real-time analytics – essential tools for modern businesses.
OmniPay Solution’s commitment to innovation, reliability, and customer satisfaction makes us a trusted partner for stores, malls, and other retail environments seeking to optimize their performance. We offer scalable solutions adaptable to businesses of all sizes, from small startups to large enterprises.
With a growing team and a strategic presence in New Jersey and India, OmniPay Solution is dedicated to empowering businesses with cutting-edge technology.
Finance
Financial Services
Luminate Wealth Management & Insurance Services is a leading wealth management firm based in Irvine, California, dedicated to providing comprehensive financial planning and investment solutions to individuals and families.
We specialize in guiding our clients through every stage of life, from retirement planning and estate strategies to business succession and charitable giving. Our approach centers on building long-term, collaborative partnerships, ensuring we understand your unique goals and aspirations.
At Luminate, we prioritize clarity, organization, and proactive planning, helping you navigate complex financial decisions with confidence. We are committed to delivering reliable, objective, and educational advice, empowering you to live boldly and pursue your dreams. We work closely with your other trusted advisors to create a cohesive and supportive financial ecosystem.
Founded in 2005, Luminate Wealth Management & Insurance Services has grown to serve a diverse clientele, consistently earning the trust of generations through our dedication to exceptional service and personalized attention.
We specialize in guiding our clients through every stage of life, from retirement planning and estate strategies to business succession and charitable giving. Our approach centers on building long-term, collaborative partnerships, ensuring we understand your unique goals and aspirations.
At Luminate, we prioritize clarity, organization, and proactive planning, helping you navigate complex financial decisions with confidence. We are committed to delivering reliable, objective, and educational advice, empowering you to live boldly and pursue your dreams. We work closely with your other trusted advisors to create a cohesive and supportive financial ecosystem.
Founded in 2005, Luminate Wealth Management & Insurance Services has grown to serve a diverse clientele, consistently earning the trust of generations through our dedication to exceptional service and personalized attention.
Finance
Financial Services
Heritage Financial Corporation is a leading residential and commercial mortgage broker based in Jersey City, New Jersey.
For over 30 years, we’ve been dedicated to helping families and individuals across New Jersey achieve their homeownership dreams, providing expert guidance and tailored financing solutions. We understand the unique challenges faced by our local communities and pride ourselves on building strong, long-term relationships with our clients.
At Heritage Financial, we offer a consultative approach, meticulously analyzing your financial situation and providing clear, unbiased advice to help you make informed decisions. Our team of experienced mortgage professionals, fluent in multiple languages including Hindi, Gujarati, Nepali, Spanish, and Arabic, is committed to making the home financing process accessible and stress-free.
We’re proud to be recognized as one of the top mortgage providers in Jersey City, consistently delivering exceptional service and competitive rates. We support more Americans as they navigate residential and commercial financing.
For over 30 years, we’ve been dedicated to helping families and individuals across New Jersey achieve their homeownership dreams, providing expert guidance and tailored financing solutions. We understand the unique challenges faced by our local communities and pride ourselves on building strong, long-term relationships with our clients.
At Heritage Financial, we offer a consultative approach, meticulously analyzing your financial situation and providing clear, unbiased advice to help you make informed decisions. Our team of experienced mortgage professionals, fluent in multiple languages including Hindi, Gujarati, Nepali, Spanish, and Arabic, is committed to making the home financing process accessible and stress-free.
We’re proud to be recognized as one of the top mortgage providers in Jersey City, consistently delivering exceptional service and competitive rates. We support more Americans as they navigate residential and commercial financing.
Finance
Financial Services
PRE Real Estate is a leading Commercial Real Estate advisory and brokerage firm serving clients in New Jersey and beyond.
For over 76 years, PRE has been dedicated to providing expert guidance on all asset classes, including industrial property, development properties, and existing investments. We help clients maximize the value of their real estate holdings and achieve their long-term investment goals.
Our approach centers on a deep understanding of market trends, combined with a commitment to personalized service. We specialize in off-market properties, lease or sale transactions, and development consulting, ensuring our clients make informed decisions. We are a trusted partner for businesses and investors seeking strategic real estate solutions.
PRE Real Estate offers comprehensive services, from initial property assessments to final transaction closings, backed by a team of experienced professionals.
For over 76 years, PRE has been dedicated to providing expert guidance on all asset classes, including industrial property, development properties, and existing investments. We help clients maximize the value of their real estate holdings and achieve their long-term investment goals.
Our approach centers on a deep understanding of market trends, combined with a commitment to personalized service. We specialize in off-market properties, lease or sale transactions, and development consulting, ensuring our clients make informed decisions. We are a trusted partner for businesses and investors seeking strategic real estate solutions.
PRE Real Estate offers comprehensive services, from initial property assessments to final transaction closings, backed by a team of experienced professionals.
Finance
Financial Services
Multipli is a leading provider of software vendor financing and business payment plans for equipment purchases, operating across Australia, the United Kingdom, and North America. Since our inception in 2008, we’ve financed over 20,000 deals, providing a vital service to software vendors, IT & Telco companies, clean energy providers, and commercial equipment sellers.
We simplify the sales process by offering flexible payment plans that allow vendors to close deals more effectively, reduce sales-based friction, and accelerate their sales pipeline. Our end-to-end digital platform streamlines the financing process, offering electronic signing and faster upgrade paths.
Multipli’s unique approach – providing finance to your customers and their businesses, which we call payment plans – gives us a significant competitive advantage. We handle non-standard payment terms, freeing vendors from the constraints of traditional 90-day cycles, and we take on the risk, allowing you to focus on revenue. We are committed to providing fast, simple, and responsive financing solutions.
Multipli is a privately held company with a growing team of 24 professionals, headquartered in North Sydney, NSW, Australia, with UK and US offices as well.
We simplify the sales process by offering flexible payment plans that allow vendors to close deals more effectively, reduce sales-based friction, and accelerate their sales pipeline. Our end-to-end digital platform streamlines the financing process, offering electronic signing and faster upgrade paths.
Multipli’s unique approach – providing finance to your customers and their businesses, which we call payment plans – gives us a significant competitive advantage. We handle non-standard payment terms, freeing vendors from the constraints of traditional 90-day cycles, and we take on the risk, allowing you to focus on revenue. We are committed to providing fast, simple, and responsive financing solutions.
Multipli is a privately held company with a growing team of 24 professionals, headquartered in North Sydney, NSW, Australia, with UK and US offices as well.
Finance
Financial Services
appli Home Loans is a leading mortgage broker and home loan provider based in Orlando, Florida. We are transforming the home loan process through enhanced technology, providing speed, convenience, and an unparalleled customer journey.
We specialize in helping homebuyers secure financing for conventional, FHA, VA, and HELOC loans, simplifying the entire process. Our mission is to provide expert guidance and personalized solutions tailored to each client’s unique needs, leveraging technology and embracing innovation.
At appli, we believe in leveling up the home-buying experience, challenging ourselves to elevate in all arenas and unlocking new abilities. We’re committed to building strong communities and supporting local causes. NMLS#2245566
We specialize in helping homebuyers secure financing for conventional, FHA, VA, and HELOC loans, simplifying the entire process. Our mission is to provide expert guidance and personalized solutions tailored to each client’s unique needs, leveraging technology and embracing innovation.
At appli, we believe in leveling up the home-buying experience, challenging ourselves to elevate in all arenas and unlocking new abilities. We’re committed to building strong communities and supporting local causes. NMLS#2245566
Finance
Financial Services
Lionsmark Capital is a premium financing intermediary firm based in Irvine, California, specializing in leveraged index arbitrage solutions for agents and advisors.
We empower financial professionals – including CPAs, attorneys, and advisors – to help their clients explore estate tax planning, tax-free retirement strategies, and premium financed life insurance options.
Lionsmark Capital distinguishes itself by offering unparalleled transparency and access to a vast network of A-rated life insurance carriers and banks, providing a robust platform for premium financing transactions. Founded in 2017 by Darren Sugiyama, Lionsmark Capital has rapidly grown to become a recognized leader in the industry, boasting a team of experienced professionals dedicated to delivering exceptional service and innovative solutions.
Our team includes Darren Sugiyama, Founder & CEO, Emilia Sugiyama, Chief Operations Officer, Brian Johnson, VP of National Accounts, Jeff Reid, Senior Business Development Consultant, and Lionel Adams, Senior Sales Associate. We are committed to fostering strong relationships with our partners and clients, driving success through expertise and integrity.
We empower financial professionals – including CPAs, attorneys, and advisors – to help their clients explore estate tax planning, tax-free retirement strategies, and premium financed life insurance options.
Lionsmark Capital distinguishes itself by offering unparalleled transparency and access to a vast network of A-rated life insurance carriers and banks, providing a robust platform for premium financing transactions. Founded in 2017 by Darren Sugiyama, Lionsmark Capital has rapidly grown to become a recognized leader in the industry, boasting a team of experienced professionals dedicated to delivering exceptional service and innovative solutions.
Our team includes Darren Sugiyama, Founder & CEO, Emilia Sugiyama, Chief Operations Officer, Brian Johnson, VP of National Accounts, Jeff Reid, Senior Business Development Consultant, and Lionel Adams, Senior Sales Associate. We are committed to fostering strong relationships with our partners and clients, driving success through expertise and integrity.
Finance
Financial Services
NETS Inc is a leading electronic funds transfer services provider based in Lincoln, Nebraska. For over 60 years, we’ve evolved from a simple ATM and point-of-sale transaction processor to a comprehensive solutions provider supporting 350 financial institutions across the Midwest.
We serve a diverse range of clients, including telecommunications companies, card production facilities, and other businesses requiring secure and reliable electronic payment processing. Our goal is to simplify transactions and drive competitive advantage for our partners.
NETS Inc. distinguishes itself through our extensive experience, global reach, and commitment to low-cost transaction solutions. We’ve consistently supported our members and owners, contributing to their continued success in a dynamic market. We are a proud member of the Nebraska business community and a key player in the broader industrial landscape.
We serve a diverse range of clients, including telecommunications companies, card production facilities, and other businesses requiring secure and reliable electronic payment processing. Our goal is to simplify transactions and drive competitive advantage for our partners.
NETS Inc. distinguishes itself through our extensive experience, global reach, and commitment to low-cost transaction solutions. We’ve consistently supported our members and owners, contributing to their continued success in a dynamic market. We are a proud member of the Nebraska business community and a key player in the broader industrial landscape.
Finance
Financial Services
Tariff Refunds & Recovery is a Las Vegas, Nevada-based specialist firm dedicated to helping U.S. importers recover billions of dollars in unclaimed tariffs owed by the U.S. Government. Since 2020, Disaster Loan Advisors™ has assisted over 2,300 small and mid-sized businesses in navigating complex government relief programs, including ERC, PPP, and IRS ERC/ERTC claims.
We focus on identifying eligible businesses that paid CBP import fees between February 4, 2025, and February 24, 2026, due to the Supreme Court’s ruling that these tariffs were unconstitutional.
What sets us apart is our deep expertise in navigating the intricacies of CBP and CAPE guidance, ensuring accurate claim submissions and maximizing refund recovery. We provide personalized attention, clear guidance, and a commitment to ethical practices, offering a valuable service for a reasonable fee.
Our team’s experience with shifting rules and strict deadlines translates directly to our work on Tariff Refunds & Recovery, providing peace of mind and a streamlined process for our clients.
We handle IEEPA Tariffs, Reciprocal Tariffs, CBP Claims, Duty Drawbacks, Importer of Record (IOR) details, and CAPE Declarations, ensuring your refund is processed efficiently and accurately.
We focus on identifying eligible businesses that paid CBP import fees between February 4, 2025, and February 24, 2026, due to the Supreme Court’s ruling that these tariffs were unconstitutional.
What sets us apart is our deep expertise in navigating the intricacies of CBP and CAPE guidance, ensuring accurate claim submissions and maximizing refund recovery. We provide personalized attention, clear guidance, and a commitment to ethical practices, offering a valuable service for a reasonable fee.
Our team’s experience with shifting rules and strict deadlines translates directly to our work on Tariff Refunds & Recovery, providing peace of mind and a streamlined process for our clients.
We handle IEEPA Tariffs, Reciprocal Tariffs, CBP Claims, Duty Drawbacks, Importer of Record (IOR) details, and CAPE Declarations, ensuring your refund is processed efficiently and accurately.
Finance
Financial Services
Banc One Wholesale is a wholesale mortgage lender based in Irvine, California, specializing in providing a diverse selection of loan programs to our partners. We cater to the needs of borrowers across California, Colorado, Florida, and Texas, offering competitive rates and fast turn times.
As a licensed dba of Banc One Mortgage Corporation (NMLS #1202904), we’ve been serving the mortgage industry since 2014, and are committed to building strong, lasting relationships with our lending partners.
Banc One Wholesale is currently expanding, seeking new team members and strategic partnerships to elevate the lending experience. We pride ourselves on quality service and a dedication to taking lending to the next level.
As a licensed dba of Banc One Mortgage Corporation (NMLS #1202904), we’ve been serving the mortgage industry since 2014, and are committed to building strong, lasting relationships with our lending partners.
Banc One Wholesale is currently expanding, seeking new team members and strategic partnerships to elevate the lending experience. We pride ourselves on quality service and a dedication to taking lending to the next level.
Finance
Financial Services
Trinity Wealth Management is a Greensboro, North Carolina-based financial advisory firm dedicated to providing meticulous financial planning and clear guidance for families and their futures.
We specialize in helping individuals and families navigate their financial journey, offering comprehensive investment and financial services, including retirement planning, estate planning, insurance, and tax strategies.
What sets Trinity Wealth Management apart is our commitment to building long-lasting relationships with our clients, providing personalized advice and support throughout all life’s milestones. We are proud to have merged with Wise Wealth Management, expanding our resources and ability to serve our clients even more effectively.
Our team approach offers a range of services to provide more benefits to our clients. Meet Our Team.
We specialize in helping individuals and families navigate their financial journey, offering comprehensive investment and financial services, including retirement planning, estate planning, insurance, and tax strategies.
What sets Trinity Wealth Management apart is our commitment to building long-lasting relationships with our clients, providing personalized advice and support throughout all life’s milestones. We are proud to have merged with Wise Wealth Management, expanding our resources and ability to serve our clients even more effectively.
Our team approach offers a range of services to provide more benefits to our clients. Meet Our Team.
Finance
Financial Services
JWH Financial is a leading mortgage lender based in Irvine, California, specializing in providing competitive rates and a remarkably smooth loan process for homeowners.
We cater to a diverse clientele, including those aged 62 and older seeking second opinions or cash-out refinancing, as well as first-time homebuyers and experienced investors. Our core mission is to simplify the mortgage journey, eliminating unnecessary hurdles and delivering exceptional customer service.
What distinguishes JWH Financial is our commitment to efficiency and transparency. We leverage proprietary systems and a streamlined, virtually paperless process to offer some of the most competitive rates in the market, often closing loans in as little as 10 days. We are proud to be an Inc 5000 Award Winning Discount Mortgage Lender.
Founded in 2015, JWH Financial has rapidly grown to serve clients across Arizona, California, Colorado, Florida, Michigan, and Texas, consistently earning high customer satisfaction ratings. We are committed to setting the standard for excellence in the mortgage industry.
We cater to a diverse clientele, including those aged 62 and older seeking second opinions or cash-out refinancing, as well as first-time homebuyers and experienced investors. Our core mission is to simplify the mortgage journey, eliminating unnecessary hurdles and delivering exceptional customer service.
What distinguishes JWH Financial is our commitment to efficiency and transparency. We leverage proprietary systems and a streamlined, virtually paperless process to offer some of the most competitive rates in the market, often closing loans in as little as 10 days. We are proud to be an Inc 5000 Award Winning Discount Mortgage Lender.
Founded in 2015, JWH Financial has rapidly grown to serve clients across Arizona, California, Colorado, Florida, Michigan, and Texas, consistently earning high customer satisfaction ratings. We are committed to setting the standard for excellence in the mortgage industry.
Finance
Financial Services
Continuum Consulting Group is a Southern California-based financial planning firm dedicated to providing personalized guidance through life’s significant transitions.
We specialize in helping individuals and families navigate career changes, retirement planning, and other major life events with clarity and confidence. Our approach centers around understanding your unique goals, values, and circumstances, creating a tailored plan that evolves alongside your life.
Continuum Consulting Group partners with Osaic FA, Inc. to offer comprehensive wealth management solutions, including retirement planning, investment strategies, and estate planning. We are committed to providing a seamless and supportive experience, empowering you to achieve your financial aspirations.
As a firm, we’ve helped hundreds of clients successfully transition through major life events, providing stability and peace of mind during times of change.
We specialize in helping individuals and families navigate career changes, retirement planning, and other major life events with clarity and confidence. Our approach centers around understanding your unique goals, values, and circumstances, creating a tailored plan that evolves alongside your life.
Continuum Consulting Group partners with Osaic FA, Inc. to offer comprehensive wealth management solutions, including retirement planning, investment strategies, and estate planning. We are committed to providing a seamless and supportive experience, empowering you to achieve your financial aspirations.
As a firm, we’ve helped hundreds of clients successfully transition through major life events, providing stability and peace of mind during times of change.
Finance
Financial Services
Deposit Solution is a California-based provider of innovative security deposit solutions for the commercial real estate market.
We offer a revolutionary alternative to traditional cash deposits and letters of credit, enabling landlords to attract higher-quality tenants and streamline lease negotiations.
Our system, backed by HCC Insurance Holdings, Inc. (rated AA by Standard & Poor’s), provides a secure and efficient way for tenants to protect their financial interests while maintaining cash flow. We simplify the entire process – from online application to bond issuance – ensuring compliance and peace of mind for both landlords and tenants.
Since 2015, Deposit Solution has been transforming the way property owners and renters manage security deposits, offering a modern, reliable, and cost-effective solution.
We offer a revolutionary alternative to traditional cash deposits and letters of credit, enabling landlords to attract higher-quality tenants and streamline lease negotiations.
Our system, backed by HCC Insurance Holdings, Inc. (rated AA by Standard & Poor’s), provides a secure and efficient way for tenants to protect their financial interests while maintaining cash flow. We simplify the entire process – from online application to bond issuance – ensuring compliance and peace of mind for both landlords and tenants.
Since 2015, Deposit Solution has been transforming the way property owners and renters manage security deposits, offering a modern, reliable, and cost-effective solution.
Finance
Financial Services
Coho Financial Group is a leading investment advisory firm based in Anchorage, Alaska, dedicated to helping individuals, families, and professionals achieve their financial goals.
We specialize in creating personalized retirement strategies, estate planning, and long-term financial management solutions. Our approach centers on building strong, trusting relationships with our clients, prioritizing their unique needs and risk tolerance.
As an independent firm, we offer unbiased advice and access to a wide range of investment options, ensuring you receive the highest quality guidance. We are committed to providing comprehensive financial planning services, including investment management, insurance, tax strategies, and more.
Coho Financial Group is committed to helping Alaskans pursue financial security.
We specialize in creating personalized retirement strategies, estate planning, and long-term financial management solutions. Our approach centers on building strong, trusting relationships with our clients, prioritizing their unique needs and risk tolerance.
As an independent firm, we offer unbiased advice and access to a wide range of investment options, ensuring you receive the highest quality guidance. We are committed to providing comprehensive financial planning services, including investment management, insurance, tax strategies, and more.
Coho Financial Group is committed to helping Alaskans pursue financial security.
Finance
Financial Services
Plutos Sama Holdings Inc is a private equity firm based in Irvine, California, specializing in distressed real estate investments and micro-lending ventures. We focus on acquiring and restructuring challenging assets across residential and commercial sectors, alongside providing capital to underserved communities. Our approach centers on identifying undervalued opportunities and implementing strategic solutions to maximize returns for our investors.
Plutos Sama Holdings actively seeks out complex investment scenarios, including contentious real estate deals and opportunities within the financial services sector, such as mortgage servicing platforms. We leverage our vertically integrated organizational structure and strategic partnerships to navigate these challenges effectively.
Founded in 2012, Plutos Sama Holdings has established a strong track record of successfully managing and revitalizing distressed assets. We operate with a global perspective, seeking opportunities both domestically and internationally. Our team combines deep industry expertise with a commitment to delivering exceptional results.
Plutos Sama Holdings actively seeks out complex investment scenarios, including contentious real estate deals and opportunities within the financial services sector, such as mortgage servicing platforms. We leverage our vertically integrated organizational structure and strategic partnerships to navigate these challenges effectively.
Founded in 2012, Plutos Sama Holdings has established a strong track record of successfully managing and revitalizing distressed assets. We operate with a global perspective, seeking opportunities both domestically and internationally. Our team combines deep industry expertise with a commitment to delivering exceptional results.
Finance
Financial Services
Oath Planning is a Tulsa, Oklahoma-based financial planning firm specializing in fiduciary investment advice for individuals and families.
We help our clients navigate complex financial decisions with clarity and confidence, focusing on building long-term wealth and achieving their unique goals.
At Oath Planning, we distinguish ourselves through our commitment to transparency and evidence-based guidance, free from hidden fees and emotional biases. Our team of experienced investment attorneys and fiduciary advisors provides personalized strategies grounded in academic research and a deep understanding of the market.
We’re dedicated to empowering our clients to overcome financial fears and make informed choices, ultimately leading to greater peace of mind and a secure future. Our approach is rooted in a fiduciary duty, prioritizing your best interests above all else.
We serve a diverse clientele across the United States, offering tailored solutions for retirement planning, estate planning, and investment management. We are committed to building lasting relationships based on trust and integrity.
We help our clients navigate complex financial decisions with clarity and confidence, focusing on building long-term wealth and achieving their unique goals.
At Oath Planning, we distinguish ourselves through our commitment to transparency and evidence-based guidance, free from hidden fees and emotional biases. Our team of experienced investment attorneys and fiduciary advisors provides personalized strategies grounded in academic research and a deep understanding of the market.
We’re dedicated to empowering our clients to overcome financial fears and make informed choices, ultimately leading to greater peace of mind and a secure future. Our approach is rooted in a fiduciary duty, prioritizing your best interests above all else.
We serve a diverse clientele across the United States, offering tailored solutions for retirement planning, estate planning, and investment management. We are committed to building lasting relationships based on trust and integrity.
Finance
Financial Services
National Cash Systems is a leading provider of comprehensive ATM and payment processing solutions, headquartered in Irvine, California.
For over two decades, we’ve been dedicated to supporting a diverse range of businesses – from small retail locations like gas stations and convenience stores to large national chains and specialized venues such as airports and gaming facilities – with reliable and secure cash management, processing, and reporting services.
National Cash Systems differentiates itself through a commitment to customized solutions and a flexible selection of products and programs, designed to streamline operations and drive profitability for our clients. We offer a full suite of services, including equipment maintenance, gaming cash access solutions, and increasingly, bitcoin ATM cash logistics and maintenance, ensuring businesses thrive in today’s dynamic marketplace.
With 14 employees and 23 years of experience, we’re a trusted partner for financial institutions and businesses seeking a single source for their payment needs.
For over two decades, we’ve been dedicated to supporting a diverse range of businesses – from small retail locations like gas stations and convenience stores to large national chains and specialized venues such as airports and gaming facilities – with reliable and secure cash management, processing, and reporting services.
National Cash Systems differentiates itself through a commitment to customized solutions and a flexible selection of products and programs, designed to streamline operations and drive profitability for our clients. We offer a full suite of services, including equipment maintenance, gaming cash access solutions, and increasingly, bitcoin ATM cash logistics and maintenance, ensuring businesses thrive in today’s dynamic marketplace.
With 14 employees and 23 years of experience, we’re a trusted partner for financial institutions and businesses seeking a single source for their payment needs.
Finance
Financial Services
Genevra Associates is a dynamic investment management company based in Orlando, Florida, specializing in high-impact investments across professional sports franchises and strategic commodity production assets.
We focus on fueling growth and value creation by channeling capital into organizations with strong brand equity, loyal fan bases, and scalable commercial potential – including premier sports teams and essential industries like mining, smelting, and metal processing.
Our approach combines deep sector insight with strategic capital deployment, enabling our clients to diversify into resilient, performance-driven sectors with long-term relevance. We are actively seeking partnerships with sports organizations in Europe and industrial operators in Asia and Africa, offering access to hard assets and competitive arenas.
Genevra Associates is committed to democratizing opportunities and building wealth for everyone through disciplined investment strategies and a focus on sustainable, impactful ventures.
We focus on fueling growth and value creation by channeling capital into organizations with strong brand equity, loyal fan bases, and scalable commercial potential – including premier sports teams and essential industries like mining, smelting, and metal processing.
Our approach combines deep sector insight with strategic capital deployment, enabling our clients to diversify into resilient, performance-driven sectors with long-term relevance. We are actively seeking partnerships with sports organizations in Europe and industrial operators in Asia and Africa, offering access to hard assets and competitive arenas.
Genevra Associates is committed to democratizing opportunities and building wealth for everyone through disciplined investment strategies and a focus on sustainable, impactful ventures.
Finance
Financial Services
Integrated Wealth Management is a financial advisory firm based in Palm Desert, California, dedicated to providing personalized wealth management solutions to individuals and families.
Since 1995, we’ve built a reputation for prioritizing our clients’ unique needs, stemming from our origins serving physicians and medical professionals – a standard of care that continues to guide our approach.
Our team of experienced financial advisors offers a comprehensive suite of services, including financial planning, 401(k) plan design and administration, retirement planning, and estate planning. We are committed to helping you achieve your long-term financial goals with a collaborative and client-centered strategy.
We proudly serve clients across California and Alaska, offering tailored solutions to meet diverse financial needs.
Since 1995, we’ve built a reputation for prioritizing our clients’ unique needs, stemming from our origins serving physicians and medical professionals – a standard of care that continues to guide our approach.
Our team of experienced financial advisors offers a comprehensive suite of services, including financial planning, 401(k) plan design and administration, retirement planning, and estate planning. We are committed to helping you achieve your long-term financial goals with a collaborative and client-centered strategy.
We proudly serve clients across California and Alaska, offering tailored solutions to meet diverse financial needs.
Finance
Financial Services
Oakwood Wealth Partners is a trusted financial planning firm based in Irvine, California, dedicated to helping individuals and families achieve their long-term financial goals.
For over thirty years, our practice has grown from a single financial planner, to a large family practice with eleven planners and a staff of ten. We offer quality investment and insurance products and services from our local office in Irvine, California.
We specialize in retirement planning, investment consolidation, college funding, estate planning, and tax reduction strategies, providing comprehensive solutions tailored to each client’s unique needs. Our approach centers on building lasting relationships based on integrity, care, and a commitment to delivering exceptional service.
We strive for excellence as much as you do, offering a personalized and collaborative experience. We’re more than just financial planners—we’re your partners in building the future you want. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information .
For over thirty years, our practice has grown from a single financial planner, to a large family practice with eleven planners and a staff of ten. We offer quality investment and insurance products and services from our local office in Irvine, California.
We specialize in retirement planning, investment consolidation, college funding, estate planning, and tax reduction strategies, providing comprehensive solutions tailored to each client’s unique needs. Our approach centers on building lasting relationships based on integrity, care, and a commitment to delivering exceptional service.
We strive for excellence as much as you do, offering a personalized and collaborative experience. We’re more than just financial planners—we’re your partners in building the future you want. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information .
Finance
Financial Services
HADE Technologies is an Orlando, Florida-based financial software company specializing in investment research solutions for individual investors, finance professionals, and financial institutions.
We leverage cutting-edge technology – including data visualization, data analytics, machine learning, artificial intelligence, and blockchain – to provide unparalleled access to comprehensive financial data. Our Hade Platform boasts over 100,000 data categories, exceeding the scope of traditional financial statement analysis, allowing users to make informed investment decisions.
With machine learning models achieving 63% greater accuracy than Wall Street consensus estimates, HADE Technologies delivers breakthrough technology and real-time, 30-page research reports, empowering users to gain a significant competitive advantage in the investment landscape.
We also develop blockchain-as-a-service and decentralized applications, such as Hade Pay, furthering our commitment to innovation across the financial sector.
We leverage cutting-edge technology – including data visualization, data analytics, machine learning, artificial intelligence, and blockchain – to provide unparalleled access to comprehensive financial data. Our Hade Platform boasts over 100,000 data categories, exceeding the scope of traditional financial statement analysis, allowing users to make informed investment decisions.
With machine learning models achieving 63% greater accuracy than Wall Street consensus estimates, HADE Technologies delivers breakthrough technology and real-time, 30-page research reports, empowering users to gain a significant competitive advantage in the investment landscape.
We also develop blockchain-as-a-service and decentralized applications, such as Hade Pay, furthering our commitment to innovation across the financial sector.
Finance
Financial Services
JBC Companies is a trusted partner for financial professionals and institutions across the United States, specializing in wealth management and retirement planning solutions. Based in Fort Wayne, Indiana, we empower our clients to achieve their financial goals through strategic coaching, innovative technology, and a commitment to building lasting relationships.
We understand the challenges faced by financial advisors and institutions today – from attracting new clients to optimizing existing programs. Our iWIN instant Wealth Insurance Now platform, combined with our On Purpose Solutions and Estate Glossary, provides a comprehensive toolkit for growth and success.
At JBC Companies, we prioritize a client-centric approach, focusing on delivering measurable results and fostering a culture of trust and collaboration. We’re dedicated to helping you strengthen your lead generation, equip your team, and realize your full potential. Our expertise spans across Life Insurance, Annuities, Long-Term Care, Retirement Planning, and more, ensuring a holistic and tailored approach to your financial needs. Financial Guidance & Services, Wealth Management, Retirement Planning, Strategic Coaching.
We understand the challenges faced by financial advisors and institutions today – from attracting new clients to optimizing existing programs. Our iWIN instant Wealth Insurance Now platform, combined with our On Purpose Solutions and Estate Glossary, provides a comprehensive toolkit for growth and success.
At JBC Companies, we prioritize a client-centric approach, focusing on delivering measurable results and fostering a culture of trust and collaboration. We’re dedicated to helping you strengthen your lead generation, equip your team, and realize your full potential. Our expertise spans across Life Insurance, Annuities, Long-Term Care, Retirement Planning, and more, ensuring a holistic and tailored approach to your financial needs. Financial Guidance & Services, Wealth Management, Retirement Planning, Strategic Coaching.
Finance
Financial Services
American Payments Solutions is a Sacramento, California-based business solutions provider specializing in payment processing and marketing services for small businesses.
We empower business owners across the United States and Canada with transparent, reliable, and affordable payment solutions, eliminating the complexities and frustrations often associated with traditional merchant processing.
What sets American Payments Solutions apart is our commitment to simplicity, offering no contracts and no term commitments, alongside a dedicated support structure that stands behind our merchant partners. We focus on building lasting relationships and driving business success through tailored solutions and strategic marketing support.
Established in 2021, American Payments Solutions has rapidly grown to serve a diverse range of industries, including restaurants, retail, and e-commerce, with a team of dedicated professionals committed to delivering exceptional service and innovative technology. We are proud to be a trusted partner for businesses seeking to streamline their payment processes and achieve sustainable growth.
We empower business owners across the United States and Canada with transparent, reliable, and affordable payment solutions, eliminating the complexities and frustrations often associated with traditional merchant processing.
What sets American Payments Solutions apart is our commitment to simplicity, offering no contracts and no term commitments, alongside a dedicated support structure that stands behind our merchant partners. We focus on building lasting relationships and driving business success through tailored solutions and strategic marketing support.
Established in 2021, American Payments Solutions has rapidly grown to serve a diverse range of industries, including restaurants, retail, and e-commerce, with a team of dedicated professionals committed to delivering exceptional service and innovative technology. We are proud to be a trusted partner for businesses seeking to streamline their payment processes and achieve sustainable growth.
Finance
Financial Services
OFS Wealth is a leading wealth management firm based in McLean, Virginia, dedicated to serving athletes, celebrities, and high-net-worth individuals for over 30 years.
We partner with our clients to create comprehensive financial plans encompassing financial planning & budgeting, tax planning, investment services, accounting & cash management, insurance, estate planning, and concierge services. Our objective is simple: to help clients achieve a lifetime of financial independence by working with them to maximize their savings and investments.
OFS Wealth distinguishes itself through its specialized expertise in managing the unique financial complexities faced by high-profile individuals, offering personalized service and a global perspective. We provide tailored solutions to preserve and grow wealth across generations, ensuring a secure and fulfilling future.
We partner with our clients to create comprehensive financial plans encompassing financial planning & budgeting, tax planning, investment services, accounting & cash management, insurance, estate planning, and concierge services. Our objective is simple: to help clients achieve a lifetime of financial independence by working with them to maximize their savings and investments.
OFS Wealth distinguishes itself through its specialized expertise in managing the unique financial complexities faced by high-profile individuals, offering personalized service and a global perspective. We provide tailored solutions to preserve and grow wealth across generations, ensuring a secure and fulfilling future.
Finance
Financial Services
Heartwood Planning Group is a Fort Wayne, Indiana-based financial planning partnership, part of the Northwestern Mutual Private Client Group. We provide comprehensive, needs-based financial planning solutions to help individuals and families build long-term financial strength and stability.
At Heartwood, we partner with each of our clients to create a holistic plan tailored to their unique goals and aspirations. Our team leverages decades of combined experience, offering expertise in areas such as retirement planning, risk management strategies, investment strategies, and estate planning.
What sets Heartwood apart is our commitment to delivering peace of mind through a personalized and supportive approach. We focus on building lasting relationships and empowering our clients to achieve their financial dreams. We are an award-winning team, recognized by Forbes as a Best-in-State Top Financial Security Professional.
At Heartwood, we partner with each of our clients to create a holistic plan tailored to their unique goals and aspirations. Our team leverages decades of combined experience, offering expertise in areas such as retirement planning, risk management strategies, investment strategies, and estate planning.
What sets Heartwood apart is our commitment to delivering peace of mind through a personalized and supportive approach. We focus on building lasting relationships and empowering our clients to achieve their financial dreams. We are an award-winning team, recognized by Forbes as a Best-in-State Top Financial Security Professional.
Finance
Financial Services
SDM Financial is a leading derivatives dealer based in Jersey City, New Jersey, specializing in providing fast, reliable, and secure trading services to institutional investors and corporations navigating the complexities of the digital asset market. We help clients efficiently deploy capital, manage treasury risk, and express their view through a comprehensive suite of derivatives, including options, NDFs, and futures.
Our core focus is on bridging the gap between institutional capital and digital assets, offering bespoke trading solutions and regulatory filings. We cater to a diverse range of investment strategies, from hedging and leverage to risk diversification and speculation.
SDM Financial distinguishes itself through its experienced team, streamlined onboarding process, and commitment to providing a seamless and secure trading experience. We are an affiliate of Secure Digital Markets, further strengthening our capabilities in OTC spot trading.
Our core focus is on bridging the gap between institutional capital and digital assets, offering bespoke trading solutions and regulatory filings. We cater to a diverse range of investment strategies, from hedging and leverage to risk diversification and speculation.
SDM Financial distinguishes itself through its experienced team, streamlined onboarding process, and commitment to providing a seamless and secure trading experience. We are an affiliate of Secure Digital Markets, further strengthening our capabilities in OTC spot trading.
Finance
Financial Services
SVSAI is a US-based credit card management platform provider, headquartered in Jersey City, New Jersey.
SVS AI Club offers a streamlined solution for individuals seeking to simplify and consolidate their credit card payments. Our platform synchronizes all payment due dates and eliminates the need to navigate multiple payment portals, reducing the stress associated with managing multiple credit cards.
We empower users to maintain a high credit score and achieve financial freedom through effortless management. SVS AI Club provides a convenient and intuitive interface for complete control over your finances.
With a growing community of 195 members, SVS AI is dedicated to providing a seamless and user-friendly experience for credit card management.
SVS AI Club offers a streamlined solution for individuals seeking to simplify and consolidate their credit card payments. Our platform synchronizes all payment due dates and eliminates the need to navigate multiple payment portals, reducing the stress associated with managing multiple credit cards.
We empower users to maintain a high credit score and achieve financial freedom through effortless management. SVS AI Club provides a convenient and intuitive interface for complete control over your finances.
With a growing community of 195 members, SVS AI is dedicated to providing a seamless and user-friendly experience for credit card management.
Finance
Financial Services
Semmax Financial Group is a leading wealth management and retirement planning firm serving retirees and aspiring retirees in Greensboro and Winston Salem, North Carolina.
We provide comprehensive financial solutions, including investment management, retirement planning, insurance, and estate planning, designed to help our clients achieve their long-term financial goals.
Our approach centers on building lasting relationships and offering personalized advice, ensuring our clients can focus on enjoying their lives while we manage their finances with expertise and integrity. We specialize in helping individuals navigate complex financial landscapes and secure a comfortable future.
Founded in 2003, Semmax Financial Group has grown to serve a diverse clientele, committed to delivering exceptional service and results.
We provide comprehensive financial solutions, including investment management, retirement planning, insurance, and estate planning, designed to help our clients achieve their long-term financial goals.
Our approach centers on building lasting relationships and offering personalized advice, ensuring our clients can focus on enjoying their lives while we manage their finances with expertise and integrity. We specialize in helping individuals navigate complex financial landscapes and secure a comfortable future.
Founded in 2003, Semmax Financial Group has grown to serve a diverse clientele, committed to delivering exceptional service and results.
Finance
Financial Services
Pay in Private is a U.S.-based provider of secure mobile virtual card (MVC) debit solutions, headquartered in Irvine, California.
We empower businesses and consumers with a cutting-edge payment technology that streamlines transactions and enhances security. Our platform, built in partnership with Net1, offers a convenient and reliable way to generate one-time use debit card numbers for online purchases, eliminating the risks associated with traditional card details.
Pay in Private leverages Net1’s 20+ years of experience in the payments industry and patented technology to deliver a robust and scalable solution for businesses seeking to modernize their payment processes. We cater to a wide range of sectors, including e-commerce, digital services, and online marketplaces, facilitating secure and efficient transactions for millions of users.
Founded in 2012, Pay in Private is committed to innovation and delivering exceptional value to our partners.
We empower businesses and consumers with a cutting-edge payment technology that streamlines transactions and enhances security. Our platform, built in partnership with Net1, offers a convenient and reliable way to generate one-time use debit card numbers for online purchases, eliminating the risks associated with traditional card details.
Pay in Private leverages Net1’s 20+ years of experience in the payments industry and patented technology to deliver a robust and scalable solution for businesses seeking to modernize their payment processes. We cater to a wide range of sectors, including e-commerce, digital services, and online marketplaces, facilitating secure and efficient transactions for millions of users.
Founded in 2012, Pay in Private is committed to innovation and delivering exceptional value to our partners.
Finance
Financial Services
CapVal-American Business Appraisers, LLC is a leading provider of business valuation services, with its primary offices in Raleigh/Durham and Wilmington, North Carolina, Atlanta, Georgia, and Mobile, Alabama.
We specialize in delivering independent and defensible opinions of value for a wide range of business needs, including financial reporting, estate and gift planning, litigation support, and corporate transactions.
CapVal-ABA’s experienced team of professionals, with an average of over twenty years of valuation expertise, combines deep industry knowledge with a commitment to personalized service. Our alliance with American Business Appraisers provides access to a national network of valuation experts, ensuring comprehensive support for any project, anywhere in the U.S.
We pride ourselves on clear communication and on-time, on-budget project completion, helping our clients navigate complex valuation challenges with confidence.
We specialize in delivering independent and defensible opinions of value for a wide range of business needs, including financial reporting, estate and gift planning, litigation support, and corporate transactions.
CapVal-ABA’s experienced team of professionals, with an average of over twenty years of valuation expertise, combines deep industry knowledge with a commitment to personalized service. Our alliance with American Business Appraisers provides access to a national network of valuation experts, ensuring comprehensive support for any project, anywhere in the U.S.
We pride ourselves on clear communication and on-time, on-budget project completion, helping our clients navigate complex valuation challenges with confidence.
Finance
Financial Services
Strong Point Financial Inc is a retirement planning firm based in Orlando, Florida, dedicated to providing comprehensive financial security and peace of mind to clients.
We specialize in crafting personalized retirement strategies, incorporating healthcare planning, income planning, investment management, and legacy & estate planning – all underpinned by a fiduciary standard and a commitment to transparency.
What sets Strong Point Financial apart is our integrated approach, combining financial advising with concierge-level tax and legal partnerships, ensuring seamless coordination and maximizing your wealth preservation. We’ve been helping families achieve their retirement goals since 2015, managing over $500 million in assets and boasting a 4.9-star Google rating.
Our TrueCourse™ Roadmap provides a five-pillar assessment to guide your journey, and we limit our client base to ensure personalized attention.
We specialize in crafting personalized retirement strategies, incorporating healthcare planning, income planning, investment management, and legacy & estate planning – all underpinned by a fiduciary standard and a commitment to transparency.
What sets Strong Point Financial apart is our integrated approach, combining financial advising with concierge-level tax and legal partnerships, ensuring seamless coordination and maximizing your wealth preservation. We’ve been helping families achieve their retirement goals since 2015, managing over $500 million in assets and boasting a 4.9-star Google rating.
Our TrueCourse™ Roadmap provides a five-pillar assessment to guide your journey, and we limit our client base to ensure personalized attention.
Finance
Financial Services
Private Mortgage Leads is an AI-powered lead generation platform specializing in private money loans, based in Irvine, California.
We provide high-quality leads – including Hard Money, Fix and Flip, DSCR, and STR/LTR loan leads – to private mortgage lenders across the United States. Our mission is to streamline the lead acquisition process for lenders, enabling them to focus on closing deals and growing their businesses.
Since 2004, Private Mortgage Leads has leveraged a holistic digital marketing approach, combining industry expertise with cutting-edge AI technology to deliver targeted leads at efficient price points. We’re dedicated to providing a reliable and scalable solution for private money lenders seeking to expand their reach and maximize profitability.
We provide high-quality leads – including Hard Money, Fix and Flip, DSCR, and STR/LTR loan leads – to private mortgage lenders across the United States. Our mission is to streamline the lead acquisition process for lenders, enabling them to focus on closing deals and growing their businesses.
Since 2004, Private Mortgage Leads has leveraged a holistic digital marketing approach, combining industry expertise with cutting-edge AI technology to deliver targeted leads at efficient price points. We’re dedicated to providing a reliable and scalable solution for private money lenders seeking to expand their reach and maximize profitability.
Finance
Financial Services
Quilligence is an Orlando, Florida-based open source intelligence consultancy. We journey deep into cyberspace to uncover clues and untangle insights from open data, helping attorneys, businesses, and governments look into the future.
Quilligence specializes in providing tailored investigative services, leveraging our unique tradecraft and emerging technologies to analyze open Internet and public records data. Our team, comprised of attorneys, academics, subject matter experts, and linguists, delivers superior value without the offshoring and automation typical of larger competitors.
Founded in 2013, Quilligence, LLC, a woman-owned small business, offers a depth of experience unmatched by many competitors, having previously served Fortune 500 commercial clients and senior administration officials of the U.S. Intelligence Community. We maintain active high-level national security clearances and work with a network of regional specialists to ensure comprehensive global coverage.
Quilligence specializes in providing tailored investigative services, leveraging our unique tradecraft and emerging technologies to analyze open Internet and public records data. Our team, comprised of attorneys, academics, subject matter experts, and linguists, delivers superior value without the offshoring and automation typical of larger competitors.
Founded in 2013, Quilligence, LLC, a woman-owned small business, offers a depth of experience unmatched by many competitors, having previously served Fortune 500 commercial clients and senior administration officials of the U.S. Intelligence Community. We maintain active high-level national security clearances and work with a network of regional specialists to ensure comprehensive global coverage.
Finance
Financial Services
Adaptiv Payments is a St Petersburg, Florida-based high-risk merchant account provider specializing in secure payment processing solutions for businesses facing challenges with traditional processors.
We cater to a diverse range of industries, including CBD, kratom, nutraceuticals, online gaming, telehealth, and more – businesses often overlooked by mainstream financial institutions. Adaptiv Payments helps these companies overcome payment processing hurdles and achieve sustainable growth.
What sets Adaptiv Payments apart is our extensive network of banking relationships, enabling us to offer fast approvals, competitive rates, and dedicated support. We provide chargeback prevention tools and fraud protection, ensuring a reliable and secure payment experience. Our commitment to understanding the unique needs of high-risk businesses drives our innovative approach and dedication to long-term partnerships.
We cater to a diverse range of industries, including CBD, kratom, nutraceuticals, online gaming, telehealth, and more – businesses often overlooked by mainstream financial institutions. Adaptiv Payments helps these companies overcome payment processing hurdles and achieve sustainable growth.
What sets Adaptiv Payments apart is our extensive network of banking relationships, enabling us to offer fast approvals, competitive rates, and dedicated support. We provide chargeback prevention tools and fraud protection, ensuring a reliable and secure payment experience. Our commitment to understanding the unique needs of high-risk businesses drives our innovative approach and dedication to long-term partnerships.
Finance
Financial Services
BNL Finance is a leading financial news, research, and analysis platform headquartered in Orlando, Florida.
We provide comprehensive stock research, portfolio holdings, and trading data to over 100 members who subscribe to our premium membership program.
BNL Finance leverages artificial intelligence and data visualization through our BNLMA Platform, offering unprecedented levels of equity research. Our focus is on delivering actionable insights to investors and traders, empowering them to make informed decisions in the dynamic equity markets.
Founded in 2016, BNL Finance has rapidly grown to become the fastest-growing financial content and paid membership program in the industry, employing a team of 3-50 professionals.
We provide comprehensive stock research, portfolio holdings, and trading data to over 100 members who subscribe to our premium membership program.
BNL Finance leverages artificial intelligence and data visualization through our BNLMA Platform, offering unprecedented levels of equity research. Our focus is on delivering actionable insights to investors and traders, empowering them to make informed decisions in the dynamic equity markets.
Founded in 2016, BNL Finance has rapidly grown to become the fastest-growing financial content and paid membership program in the industry, employing a team of 3-50 professionals.
Finance
Financial Services
Return Stacked® Portfolio Solutions is a St. Petersburg, Florida-based joint venture between Newfound Research LLC and ReSolve Asset Management, specializing in ETFs and model portfolios. We help investors unlock the benefits of diversification by layering alternative investments – such as Managed Futures – on top of existing stock and bond allocations. Our core innovation, Return Stacking, allows investors to achieve diversification without sacrificing their core holdings, creating more resilient and potentially higher-performing portfolios. We provide tools and resources to visualize and optimize your stack, empowering you to make informed investment decisions.
Return Stacking fundamentally changes the approach to diversification. Instead of simply adding new assets to an existing portfolio – a process that can lead to tracking error and client discomfort – Return Stacking builds on what you already have.
Our proprietary methodology, visualized through the Return Stacking Visualizer, demonstrates how stacking strategies like Managed Futures can enhance portfolio performance across various market conditions. We offer a range of ETFs and model portfolios designed to implement Return Stacking principles, providing investors with a clear and effective path to greater diversification and potentially improved outcomes.
Return Stacked® Portfolio Solutions is committed to transparency and education, offering resources like our Primer and Advisor Guides to help investors understand and implement Return Stacking effectively.
Return Stacking fundamentally changes the approach to diversification. Instead of simply adding new assets to an existing portfolio – a process that can lead to tracking error and client discomfort – Return Stacking builds on what you already have.
Our proprietary methodology, visualized through the Return Stacking Visualizer, demonstrates how stacking strategies like Managed Futures can enhance portfolio performance across various market conditions. We offer a range of ETFs and model portfolios designed to implement Return Stacking principles, providing investors with a clear and effective path to greater diversification and potentially improved outcomes.
Return Stacked® Portfolio Solutions is committed to transparency and education, offering resources like our Primer and Advisor Guides to help investors understand and implement Return Stacking effectively.
Finance
Financial Services
Richland Investments is a diversified real estate investment company based in Tampa, Florida, specializing in land acquisition and commercial property investment.
With over 40 years of experience, Richland utilizes a long-term investment horizon, holding land, multifamily, and industrial properties across key growth markets in the United States.
Leveraging its extensive land holdings and strong local relationships, Richland excels in converting vision into value, navigating complex entitlements and delivering exceptional results. Richland’s vertically integrated approach, combined with a team of experienced professionals, allows for rapid evaluation and decisive execution.
With over 40 years of experience, Richland utilizes a long-term investment horizon, holding land, multifamily, and industrial properties across key growth markets in the United States.
Leveraging its extensive land holdings and strong local relationships, Richland excels in converting vision into value, navigating complex entitlements and delivering exceptional results. Richland’s vertically integrated approach, combined with a team of experienced professionals, allows for rapid evaluation and decisive execution.
Finance
Financial Services
SV Workday Training is a leading provider of Workday training solutions based in New Jersey, specializing in online and classroom-based courses for HCM, Financials, and Prism Analytics. We empower HR professionals and business leaders with the skills needed to effectively manage their workforce and finances using Workday.
Our comprehensive training programs cover a wide range of Workday modules, including HCM Payroll, Time Tracking, Financial Management, and Reporting. We cater to businesses of all sizes, offering tailored training solutions to meet their specific needs.
SV Workday Training distinguishes itself through its experienced instructors, practical hands-on training, and strong industry connections. We are dedicated to providing our students with the knowledge and skills they need to succeed in today’s competitive job market. We are a trusted partner for organizations seeking to maximize their investment in Workday and drive business results.
Established in 2016, SV Workday Training has quickly become a recognized name in the Workday training community, serving clients across the United States. We are committed to continuous improvement and innovation, ensuring that our training programs remain at the forefront of the Workday landscape.
Our comprehensive training programs cover a wide range of Workday modules, including HCM Payroll, Time Tracking, Financial Management, and Reporting. We cater to businesses of all sizes, offering tailored training solutions to meet their specific needs.
SV Workday Training distinguishes itself through its experienced instructors, practical hands-on training, and strong industry connections. We are dedicated to providing our students with the knowledge and skills they need to succeed in today’s competitive job market. We are a trusted partner for organizations seeking to maximize their investment in Workday and drive business results.
Established in 2016, SV Workday Training has quickly become a recognized name in the Workday training community, serving clients across the United States. We are committed to continuous improvement and innovation, ensuring that our training programs remain at the forefront of the Workday landscape.
Finance
Financial Services
Pathway Financial Inc is a nationwide financial services company based in Rolling Meadows, Illinois, specializing in providing small businesses and real estate investors with access to up to $150,000 in unsecured business capital.
We connect entrepreneurs and business owners with national lenders, offering flexible financing solutions with 0% interest for 6-18 months, regardless of credit or income. Our unique approach eliminates traditional restrictions and collateral requirements, empowering businesses to focus on growth and expansion.
Founded in 2005, Pathway Financial leverages decades of industry expertise and established banking relationships to simplify the funding process. We are dedicated to supporting the vital role of small businesses within the US economy, providing the capital they need to thrive.
Pathway Financial’s team of industry veterans provides tailored solutions, ensuring clients receive the necessary tools to achieve their business goals.
We connect entrepreneurs and business owners with national lenders, offering flexible financing solutions with 0% interest for 6-18 months, regardless of credit or income. Our unique approach eliminates traditional restrictions and collateral requirements, empowering businesses to focus on growth and expansion.
Founded in 2005, Pathway Financial leverages decades of industry expertise and established banking relationships to simplify the funding process. We are dedicated to supporting the vital role of small businesses within the US economy, providing the capital they need to thrive.
Pathway Financial’s team of industry veterans provides tailored solutions, ensuring clients receive the necessary tools to achieve their business goals.
Finance
Financial Services
Sembler Investments is a seasoned equity investor based in St Petersburg, Florida, specializing in long-term majority stakes in southeastern U.S. commercial real estate and middle-market companies.
We focus on U.S.-based businesses demonstrating scalable models and sustainable cash flows exceeding $5 million, partnering with visionary entrepreneurs and dedicated teams to foster shared goals and long-term value creation.
Since 1989, Sembler Investments has built a reputation for strategic investment and collaborative success, leveraging our collective capabilities to drive sustainable growth and market leadership. Our expertise allows us to identify and capitalize on promising opportunities, applying deep insights to enhance value and market leadership.
We focus on U.S.-based businesses demonstrating scalable models and sustainable cash flows exceeding $5 million, partnering with visionary entrepreneurs and dedicated teams to foster shared goals and long-term value creation.
Since 1989, Sembler Investments has built a reputation for strategic investment and collaborative success, leveraging our collective capabilities to drive sustainable growth and market leadership. Our expertise allows us to identify and capitalize on promising opportunities, applying deep insights to enhance value and market leadership.
Finance
Financial Services
Taxation Solutions Inc is a leading IRS tax relief firm based in Houston, Texas, specializing in resolving complex tax issues for individuals and businesses across the United States. We provide comprehensive solutions to help taxpayers navigate audits, penalties, and debt with the IRS.
Our team of experienced tax attorneys and enrolled agents focuses on negotiating the lowest possible settlements and ensuring compliance with all IRS regulations. We understand the significant stress and anxiety associated with IRS problems, and our goal is to restore peace of mind and financial stability.
Taxation Solutions Inc. offers a full suite of services, including IRS audit representation, penalty abatement, and debt resolution. We are committed to providing personalized attention and strategic guidance to achieve the best possible outcome for our clients. We help clients across the nation live without the fear of the IRS.
Founded in 2000, we’ve grown to serve clients nationwide with offices in Virginia Beach, Charlotte, Orlando and Houston.
Our team of experienced tax attorneys and enrolled agents focuses on negotiating the lowest possible settlements and ensuring compliance with all IRS regulations. We understand the significant stress and anxiety associated with IRS problems, and our goal is to restore peace of mind and financial stability.
Taxation Solutions Inc. offers a full suite of services, including IRS audit representation, penalty abatement, and debt resolution. We are committed to providing personalized attention and strategic guidance to achieve the best possible outcome for our clients. We help clients across the nation live without the fear of the IRS.
Founded in 2000, we’ve grown to serve clients nationwide with offices in Virginia Beach, Charlotte, Orlando and Houston.
Finance
Financial Services
Pacific Mortgage Group is a leading mortgage broker based in Corona, California, specializing in providing customized home loan solutions throughout California, Nevada, Florida, Washington, Colorado, and Oregon.
We understand that buying or refinancing a home is a significant life event, and we’re dedicated to helping our clients achieve their real estate dreams with ease and confidence. Our team focuses on delivering exceptional service and competitive rates, connecting clients with the best lenders nationwide.
Since 2006, Pacific Mortgage Group has been committed to simplifying the mortgage process, offering a range of options including Conventional, FHA, VA, and Jumbo loans, alongside Down Payment Assistance programs. We pride ourselves on our commitment to transparency, personalized guidance, and a seamless experience from pre-qualification to closing. We’re here to help you navigate the complexities of the mortgage market and secure the perfect loan for your individual needs.Mortgage Broker, Home Loans, California, Down Payment Assistance
We understand that buying or refinancing a home is a significant life event, and we’re dedicated to helping our clients achieve their real estate dreams with ease and confidence. Our team focuses on delivering exceptional service and competitive rates, connecting clients with the best lenders nationwide.
Since 2006, Pacific Mortgage Group has been committed to simplifying the mortgage process, offering a range of options including Conventional, FHA, VA, and Jumbo loans, alongside Down Payment Assistance programs. We pride ourselves on our commitment to transparency, personalized guidance, and a seamless experience from pre-qualification to closing. We’re here to help you navigate the complexities of the mortgage market and secure the perfect loan for your individual needs.Mortgage Broker, Home Loans, California, Down Payment Assistance
Finance
Financial Services
Miller Financial Services is a Richmond, Virginia-based wealth management firm specializing in personalized financial planning and investment solutions for affluent clients.
We are dedicated to helping individuals and families achieve their long-term financial goals through a values-based approach, combining deep expertise with a commitment to exceptional service.
At Miller Financial Services, we prioritize understanding your unique circumstances and crafting tailored strategies encompassing wealth planning, retirement planning, estate planning, and risk management – all within the framework of Northwestern Mutual’s robust platform. Our team, led by Jeffrey Miller, focuses on building lasting relationships and providing proactive guidance to navigate life’s financial transitions.
Founded in 1987, Miller Financial Services has a long-standing history of providing comprehensive financial solutions, and we are proud to be part of the OnePoint BFG Wealth Partners network. We believe in creating financial mindfulness that propels life’s passions.
We are dedicated to helping individuals and families achieve their long-term financial goals through a values-based approach, combining deep expertise with a commitment to exceptional service.
At Miller Financial Services, we prioritize understanding your unique circumstances and crafting tailored strategies encompassing wealth planning, retirement planning, estate planning, and risk management – all within the framework of Northwestern Mutual’s robust platform. Our team, led by Jeffrey Miller, focuses on building lasting relationships and providing proactive guidance to navigate life’s financial transitions.
Founded in 1987, Miller Financial Services has a long-standing history of providing comprehensive financial solutions, and we are proud to be part of the OnePoint BFG Wealth Partners network. We believe in creating financial mindfulness that propels life’s passions.
Finance
Financial Services
Ryker Douglas is a private investment and management group based in Orlando, Florida, focused on accelerating growth and operational excellence for founder-led companies across the United States.
We partner with entrepreneurs in real estate development, healthcare, and entertainment, providing high-level management support and strategic capital deployment. Our approach goes beyond simple investment – we work alongside founders to strengthen leadership teams, refine business models, and build scalable, sustainable growth platforms.
Founded by Doug Leech, a leader in the behavioral health sector, Ryker Douglas leverages decades of experience in building successful businesses and fostering collaborative partnerships. We’re committed to long-term value creation and disciplined, strategic exits that reward both performance and partnership. We’ve recently facilitated over $50 million in asset acquisitions and developments, and continue to expand our network and impact.
We partner with entrepreneurs in real estate development, healthcare, and entertainment, providing high-level management support and strategic capital deployment. Our approach goes beyond simple investment – we work alongside founders to strengthen leadership teams, refine business models, and build scalable, sustainable growth platforms.
Founded by Doug Leech, a leader in the behavioral health sector, Ryker Douglas leverages decades of experience in building successful businesses and fostering collaborative partnerships. We’re committed to long-term value creation and disciplined, strategic exits that reward both performance and partnership. We’ve recently facilitated over $50 million in asset acquisitions and developments, and continue to expand our network and impact.
Finance
Financial Services
Imagine Real Lending is a Texas-based mortgage lender dedicated to simplifying the home buying and refinancing process for homebuyers.
We specialize in a wide range of mortgage products, including conventional, FHA, VA, USDA, and jumbo loans, catering to diverse needs such as first-time homebuyers, cash-out refinances, and land loans. Our goal is to help you find the right mortgage program that meets your lending needs and provides a seamless experience.
At Imagine Real Lending, we pride ourselves on our commitment to personalized service and expert guidance. With a team of experienced loan advisors, we ensure that every step of your journey is as easy and pleasant as possible. We are an NMLS licensed lender (NMLS 2485303) and committed to equal opportunity employment.
We specialize in a wide range of mortgage products, including conventional, FHA, VA, USDA, and jumbo loans, catering to diverse needs such as first-time homebuyers, cash-out refinances, and land loans. Our goal is to help you find the right mortgage program that meets your lending needs and provides a seamless experience.
At Imagine Real Lending, we pride ourselves on our commitment to personalized service and expert guidance. With a team of experienced loan advisors, we ensure that every step of your journey is as easy and pleasant as possible. We are an NMLS licensed lender (NMLS 2485303) and committed to equal opportunity employment.
Finance
Financial Services
ACH Processing Company is a leading provider of comprehensive payment solutions for businesses in Texas and across the United States.
For over 25 years, we’ve been dedicated to simplifying complex payment processes, offering a robust suite of services including ACH processing, credit card processing, and PCard solutions. We empower businesses of all sizes – from small startups to established enterprises – to streamline their transactions and improve cash flow.
Our cloud-based platform and web services API provide secure and efficient electronic payments, supporting B2B payments, paperless payments, and point-of-sale applications. We’re committed to delivering reliable and scalable payment infrastructure, ensuring seamless operations for our clients. Founded in 1998, ACH Processing Company now serves over 10,000 business entities, demonstrating our commitment to quality and customer satisfaction.
For over 25 years, we’ve been dedicated to simplifying complex payment processes, offering a robust suite of services including ACH processing, credit card processing, and PCard solutions. We empower businesses of all sizes – from small startups to established enterprises – to streamline their transactions and improve cash flow.
Our cloud-based platform and web services API provide secure and efficient electronic payments, supporting B2B payments, paperless payments, and point-of-sale applications. We’re committed to delivering reliable and scalable payment infrastructure, ensuring seamless operations for our clients. Founded in 1998, ACH Processing Company now serves over 10,000 business entities, demonstrating our commitment to quality and customer satisfaction.
Finance
Financial Services
Company Name | Location | Category | Employees | Accuracy | Website | |
|---|---|---|---|---|---|---|
Plano, United States (US) | Finance and Banking Finance and Banking | 10-20 | support@rbsecurities.com | https://www.rbsecurities.com/ | ||
Plano, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@northtexascdc.com | https://www.northtexascdc.com/ | ||
Tallahassee, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@swgadvisor.com | https://www.swgadvisor.com/ | ||
New Jersey, United States (US) | Finance and Banking Finance and Banking | 10-20 | support@omnipay-solution.com | https://omnipay-solution.com | ||
Irvine, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@luminatewealth.com | http://www.luminatewealth.com | ||
Jersey City, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@getheritageloans.com | http://getheritageloans.com | ||
Newark, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@pre-services.com | https://pre-services.com/ | ||
North Sydney, Australia | Finance and Banking Finance and Banking | 20-30 | info@multipli.com | http://www.multipli.com | ||
Orlando, United States (US) | Finance and Banking Finance and Banking | 20-30 | info@applihl.com | https://applihl.com | ||
Irvine, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@lionsmarkcapital.com | http://lionsmarkcapital.com | ||
Lincoln, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@netseft.com | http://www.netseft.com | ||
Las Vegas, United States (US) | Finance and Banking Finance and Banking | 10-20 | support@disasterloanadvisors.com | https://www.DisasterLoanAdvisors.com/ | ||
Irvine, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@banconewholesale.com | http://banconewholesale.com | ||
Greensboro, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@trinitywealthmgt.com | https://www.trinitywealthmgt.com/ | ||
Irvine, United States (US) | Finance and Banking Finance and Banking | 20-30 | info@jwhfinance.com | http://jwhfinance.com | ||
Irvine, United States (US) | Finance and Banking Finance and Banking | 10-20 | ccg@ccgadvisors.com | http://ccgadvisors.com | ||
Irvine, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@depositsolution.com | http://www.depositsolution.com | ||
Anchorage, United States (US) | Finance and Banking Finance and Banking | 10-20 | mike.daniels@cohofinancialgroup.com | https://www.cohofinancialgroup.com/ | ||
Irvine, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@plutosholdings.com | http://www.plutosholdings.com | ||
Tulsa, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@oathplanning.com | http://www.oathplanning.com | ||
Irvine, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@nationalcash.com | http://www.nationalcash.com | ||
Orlando, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@genevra.net | http://www.genevra.net | ||
Palm Desert, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@iwmgmt.com | http://www.IWMgmt.com | ||
Irvine, United States (US) | Finance and Banking Finance and Banking | 20-30 | oakwoodwealth@oakwoodwp.com | http://www.oakwoodwealthpartners.com | ||
Orlando, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@hadeplatform.com | https://www.hadeplatform.com | ||
Fort Wayne, United States (US) | Finance and Banking Finance and Banking | 10-20 | jbc@jbcteam.com | https://www.jbcteam.com/ | ||
Sacramento, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@ampayusa.com | https://www.ampayusa.com | ||
McLean, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@ofswealth.com | http://www.ofswealth.com | ||
Fort Wayne, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@heartwood.nm.com | http://heartwood.nm.com | ||
Jersey City, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@sdm.financial | https://www.sdm.financial | ||
Jersey city, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@svsai.club | https://svsai.club/ | ||
Winston Salem, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@semmax.com | https://semmax.com | ||
Irvine, United States (US) | Finance and Banking Finance and Banking | 30-50 | info@payinprivate.com | http://www.payinprivate.com | ||
Durham, United States (US) | Finance and Banking Finance and Banking | 10-20 | admin@capval-llc.com | http://www.capval-llc.com | ||
Orlando, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@spfadvisors.com | https://spfadvisors.com/ | ||
Irvine, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@privatemortgageleads.ai | https://www.PrivateMortgageLeads.ai | ||
Orlando, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@quilligence.com | http://www.quilligence.com | ||
St Petersburg, United States (US) | Finance and Banking Finance and Banking | 10-20 | hello@adaptivpayments.com | https://adaptivpayments.com/ | ||
Orlando, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@bnlfinance.com | https://bnlfinance.com | ||
St. Petersburg, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@returnstacked.com | http://www.returnstacked.com | ||
Tampa, United States (US) | Finance and Banking Finance and Banking | 10-20 | contact@richlandcommunities.com | http://richlandinvestments.com | ||
Newark, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@svworkdaytraining.com | http://www.svworkdaytraining.com | ||
Rolling Meadows, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@pathwayfinancial.org | http://www.pathwayfinancial.org | ||
St Petersburg, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@semblerinvestments.com | http://semblerinvestments.com | ||
Houston, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@taxationsolutions.net | http://www.taxationsolutions.net/ | ||
Corona, United States (US) | Finance and Banking Finance and Banking | 30-50 | info@pacificmortgageca.com | https://pacificmortgageca.com | ||
Richmond, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@mfs.nm.com | http://mfs.nm.com | ||
Orlando, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@rykerdouglas.com | http://www.rykerdouglas.com | ||
Plano, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@imaginerl.com | http://www.imaginerl.com | ||
Plano, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@achprocessing.com | http://www.achprocessing.com |
50/2,664 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.
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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.