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 2666 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.
2,666 companies
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Finance
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Stern Brothers is a leading investment bank headquartered in St. Louis, Missouri, providing comprehensive financial solutions to public and corporate clients across the United States.
For over a century, Stern Brothers has been a trusted partner, specializing in Municipal and Corporate Finance, Underwriting, Private Placement, and Remarketing Services. We support organizations in achieving their capital and diversity objectives through our deep transactional experience and innovative financing ideas.
As one of the nation’s largest certified 100% woman-owned, woman-led WBE certified investment banks, Stern Brothers offers a unique blend of expertise and commitment to client success. Our focus on government and agency trading, combined with our seasoned professionals, allows us to deliver tailored solutions for a wide range of financial needs. Municipal Finance, Corporate Finance, and Debt and Equity Capital Markets are at the core of our offerings.
For over a century, Stern Brothers has been a trusted partner, specializing in Municipal and Corporate Finance, Underwriting, Private Placement, and Remarketing Services. We support organizations in achieving their capital and diversity objectives through our deep transactional experience and innovative financing ideas.
As one of the nation’s largest certified 100% woman-owned, woman-led WBE certified investment banks, Stern Brothers offers a unique blend of expertise and commitment to client success. Our focus on government and agency trading, combined with our seasoned professionals, allows us to deliver tailored solutions for a wide range of financial needs. Municipal Finance, Corporate Finance, and Debt and Equity Capital Markets are at the core of our offerings.
Finance
Financial Services
Doc Wealth is a St Petersburg, Florida-based tax planning and filing firm exclusively serving physicians.
We specialize in providing proactive, year-round tax strategies for physicians, including 1099 contractors, private practice owners, and real estate investors. Our mission is to accelerate your financial independence by minimizing your tax burden and maximizing your wealth.
Unlike traditional CPAs, Doc Wealth offers a physician-focused approach, understanding the unique financial challenges faced by medical professionals. We provide comprehensive services, including year-round tax planning, preparation, payroll management, bookkeeping, and entity formation, all accessible through a secure platform.
Backed by a team of Tax Attorneys, CPAs, and Enrolled Agents, Doc Wealth delivers personalized guidance and support, empowering physicians to achieve their long-term financial goals.
We specialize in providing proactive, year-round tax strategies for physicians, including 1099 contractors, private practice owners, and real estate investors. Our mission is to accelerate your financial independence by minimizing your tax burden and maximizing your wealth.
Unlike traditional CPAs, Doc Wealth offers a physician-focused approach, understanding the unique financial challenges faced by medical professionals. We provide comprehensive services, including year-round tax planning, preparation, payroll management, bookkeeping, and entity formation, all accessible through a secure platform.
Backed by a team of Tax Attorneys, CPAs, and Enrolled Agents, Doc Wealth delivers personalized guidance and support, empowering physicians to achieve their long-term financial goals.
Finance
Financial Services
For CRE Brokers is a financial planning firm based in Orlando, Florida, specializing in tax and financial solutions for commercial real estate brokers.
We understand the unique challenges faced by CRE brokers – fluctuating income, complex tax structures, and the need to balance business and personal finances. Our goal is to provide proactive strategies to streamline your business and personal financial management, reducing distractions and optimizing your tax savings.
As both financial advisors and CPAs, we bring a combined expertise to assist brokers in optimizing their independent contractor status and 1099 income. We integrate proactive tax planning, business financial strategy, and wealth management, acting as your personal CFO and helping you focus on growing your business while we handle the details.
For over 15 years, we’ve specialized in serving commercial real estate brokers, helping them navigate the complexities of their financial lives.
We understand the unique challenges faced by CRE brokers – fluctuating income, complex tax structures, and the need to balance business and personal finances. Our goal is to provide proactive strategies to streamline your business and personal financial management, reducing distractions and optimizing your tax savings.
As both financial advisors and CPAs, we bring a combined expertise to assist brokers in optimizing their independent contractor status and 1099 income. We integrate proactive tax planning, business financial strategy, and wealth management, acting as your personal CFO and helping you focus on growing your business while we handle the details.
For over 15 years, we’ve specialized in serving commercial real estate brokers, helping them navigate the complexities of their financial lives.
Finance
Financial Services
GoGuru is a Birmingham, Alabama-based CRM solutions provider specializing in B2B SaaS platforms for the healthcare industry. We empower healthcare organizations, particularly those focused on patient engagement and operational efficiency, with intuitive and scalable CRM tools.
GoGuru helps healthcare businesses streamline their patient communication, manage appointments, and track patient data – ultimately improving patient satisfaction and driving revenue growth. Our approach centers on delivering a user-friendly experience and robust features tailored to the unique needs of the healthcare sector.
Founded in 2018, GoGuru has rapidly grown to serve over 100 clients across the United States, providing a powerful and adaptable CRM solution. We are committed to ongoing innovation and exceptional customer support, ensuring our clients achieve their business goals. We are a trusted partner for healthcare providers seeking to modernize their operations and enhance patient care.
GoGuru helps healthcare businesses streamline their patient communication, manage appointments, and track patient data – ultimately improving patient satisfaction and driving revenue growth. Our approach centers on delivering a user-friendly experience and robust features tailored to the unique needs of the healthcare sector.
Founded in 2018, GoGuru has rapidly grown to serve over 100 clients across the United States, providing a powerful and adaptable CRM solution. We are committed to ongoing innovation and exceptional customer support, ensuring our clients achieve their business goals. We are a trusted partner for healthcare providers seeking to modernize their operations and enhance patient care.
Finance
Financial Services
Elevate Financial Planning and Wealth Management is a St Petersburg, Florida-based financial planning and wealth management firm dedicated to helping individuals and families achieve their financial goals.
We serve a diverse clientele, including retirees, pre-retirees, small business owners, and working professionals, providing tailored solutions for retirement planning, wealth management, investment strategies, and estate planning. Our approach centers on understanding each client’s unique circumstances and building long-term relationships based on trust and open communication.
Elevate distinguishes itself through a three-step process: initial assessment to identify goals and current financial landscape, strategic design to create a customized plan, and diligent implementation to execute the plan through investments and financial strategies. We prioritize client well-being and aim to provide peace of mind through expert guidance and proactive financial management. We are committed to helping you build a secure and fulfilling financial future.
We serve a diverse clientele, including retirees, pre-retirees, small business owners, and working professionals, providing tailored solutions for retirement planning, wealth management, investment strategies, and estate planning. Our approach centers on understanding each client’s unique circumstances and building long-term relationships based on trust and open communication.
Elevate distinguishes itself through a three-step process: initial assessment to identify goals and current financial landscape, strategic design to create a customized plan, and diligent implementation to execute the plan through investments and financial strategies. We prioritize client well-being and aim to provide peace of mind through expert guidance and proactive financial management. We are committed to helping you build a secure and fulfilling financial future.
Finance
Financial Services
RPCSI is a Fort Wayne, Indiana-based retirement plan administration firm specializing in comprehensive consulting, administration, and recordkeeping services for qualified retirement plans.
We serve a diverse range of businesses, from small local companies to nationwide organizations, helping them navigate the complexities of 401(k) plans, DC/DB combo plans, and cash balance plans. Our goal is to simplify the retirement plan process, providing timely and high-quality administrative support to Retirement Plan Sponsors – making their jobs easier.
As a CEFEX-Certified Retirement Plan Consultant Firm, RPCSI distinguishes itself through its independent status, lack of investment sales, and strong network of trusted financial advisors and investment companies. We’ve been dedicated to providing exceptional service to our clients since 2000, building long-term relationships based on trust and integrity.
We serve a diverse range of businesses, from small local companies to nationwide organizations, helping them navigate the complexities of 401(k) plans, DC/DB combo plans, and cash balance plans. Our goal is to simplify the retirement plan process, providing timely and high-quality administrative support to Retirement Plan Sponsors – making their jobs easier.
As a CEFEX-Certified Retirement Plan Consultant Firm, RPCSI distinguishes itself through its independent status, lack of investment sales, and strong network of trusted financial advisors and investment companies. We’ve been dedicated to providing exceptional service to our clients since 2000, building long-term relationships based on trust and integrity.
Finance
Financial Services
Cyber Hornet ETFs is a St Petersburg, Florida-based financial services company specializing in innovative exchange-traded funds (ETFs).
We provide investors and financial advisors with a straightforward way to participate in the growth of digital assets, combining the stability of the S&P 500® index with exposure to cryptocurrencies like Bitcoin, Ethereum, Solana, and XRP.
Cyber Hornet ETFs are built on a foundation of transparency and discipline, offering a clear and accessible path to digital asset investment. Our approach is founder-led, investor-focused, and designed to make innovation more accessible to all.
We offer a growing lineup of benchmark-based ETFs, including the Cyber Hornet S&P 500® & Bitcoin ETF, the Cyber Hornet S&P 500® & Solana ETF, the Cyber Hornet S&P 500® & Ethereum ETF, and the Cyber Hornet S&P 500® & XRP ETF.
We provide investors and financial advisors with a straightforward way to participate in the growth of digital assets, combining the stability of the S&P 500® index with exposure to cryptocurrencies like Bitcoin, Ethereum, Solana, and XRP.
Cyber Hornet ETFs are built on a foundation of transparency and discipline, offering a clear and accessible path to digital asset investment. Our approach is founder-led, investor-focused, and designed to make innovation more accessible to all.
We offer a growing lineup of benchmark-based ETFs, including the Cyber Hornet S&P 500® & Bitcoin ETF, the Cyber Hornet S&P 500® & Solana ETF, the Cyber Hornet S&P 500® & Ethereum ETF, and the Cyber Hornet S&P 500® & XRP ETF.
Finance
Financial Services
Reliant Capital is a leading capital partner for equipment manufacturers, dealers, and resellers, based in Irvine, California.
We provide innovative, fast, and flexible financing solutions to support the growth of businesses within the wellness, software, dental, medical, and aesthetic equipment industries. Our team leverages over 100 years of combined experience and a hybrid direct lending and brokerage model to offer a wider credit window and tailored support.
Reliant Capital’s expertise extends beyond traditional financing, offering on-site, phone, and trade show support to ensure our clients’ success. We are dedicated to fueling growth and driving sales for our partners.
We provide innovative, fast, and flexible financing solutions to support the growth of businesses within the wellness, software, dental, medical, and aesthetic equipment industries. Our team leverages over 100 years of combined experience and a hybrid direct lending and brokerage model to offer a wider credit window and tailored support.
Reliant Capital’s expertise extends beyond traditional financing, offering on-site, phone, and trade show support to ensure our clients’ success. We are dedicated to fueling growth and driving sales for our partners.
Finance
Financial Services
Warrant is a Durham, North Carolina-based AI Agent for Marketing Compliance, specializing in automating approvals and empowering teams to publish compliant content faster.
We serve financial services, healthcare, technology, and other regulated industries, helping them streamline marketing processes and reduce legal risk. Warrant helps organizations maintain brand consistency and ensure adherence to complex federal and state regulations across 50 states.
What sets Warrant apart is our AI-powered content review engine, which automatically checks marketing materials against 1,500+ regulations, providing an audit-ready source of truth. We integrate seamlessly with popular tools like Figma and Google Drive, and offer flexible pricing plans to suit any budget. Backed by Brickyard, Techstars, and Vast Ventures, Warrant is the future of marketing compliance.
We serve financial services, healthcare, technology, and other regulated industries, helping them streamline marketing processes and reduce legal risk. Warrant helps organizations maintain brand consistency and ensure adherence to complex federal and state regulations across 50 states.
What sets Warrant apart is our AI-powered content review engine, which automatically checks marketing materials against 1,500+ regulations, providing an audit-ready source of truth. We integrate seamlessly with popular tools like Figma and Google Drive, and offer flexible pricing plans to suit any budget. Backed by Brickyard, Techstars, and Vast Ventures, Warrant is the future of marketing compliance.
Finance
Financial Services
Sunstone University is a leading investment firm based in Irvine, California, dedicated to empowering student entrepreneurs and fostering innovation within the university ecosystem.
We provide crucial resources and investment opportunities to university students, recent graduates, and staff who are pursuing their entrepreneurial dreams. Our mission is to cultivate a thriving community of innovators and business leaders, driving economic growth and positive change.
Sunstone University’s approach centers on strategic partnerships and a commitment to supporting early-stage technology ventures, offering a unique blend of investment capital and invaluable mentorship. We champion the power of entrepreneurship to solve complex problems and build a brighter future.
Founded with a vision to transform lives and communities, Sunstone University has grown into a respected force in the venture capital landscape, consistently identifying and nurturing promising startups across the United States.
We provide crucial resources and investment opportunities to university students, recent graduates, and staff who are pursuing their entrepreneurial dreams. Our mission is to cultivate a thriving community of innovators and business leaders, driving economic growth and positive change.
Sunstone University’s approach centers on strategic partnerships and a commitment to supporting early-stage technology ventures, offering a unique blend of investment capital and invaluable mentorship. We champion the power of entrepreneurship to solve complex problems and build a brighter future.
Founded with a vision to transform lives and communities, Sunstone University has grown into a respected force in the venture capital landscape, consistently identifying and nurturing promising startups across the United States.
Finance
Financial Services
Nebraska Investment Finance Authority is a state agency based in Lincoln, Nebraska, dedicated to fostering economic growth and community development through strategic investment in housing, agriculture, and infrastructure.
NIFA provides crucial financial resources to a diverse range of stakeholders, including homebuyers, property managers, farmers, developers, and investors. We offer a comprehensive suite of programs, including conventional and government loan options, beginning farmer/rancher loans, and Low Income Housing Tax Credit assistance.
NIFA’s commitment lies in facilitating access to affordable housing, supporting agricultural innovation, and strengthening Nebraska’s economic foundation. We partner with lenders, community organizations, and government agencies to deliver impactful solutions and build a more prosperous future for the state. Our work is driven by a dedication to creating opportunities and improving the quality of life for all Nebraskans.
NIFA provides crucial financial resources to a diverse range of stakeholders, including homebuyers, property managers, farmers, developers, and investors. We offer a comprehensive suite of programs, including conventional and government loan options, beginning farmer/rancher loans, and Low Income Housing Tax Credit assistance.
NIFA’s commitment lies in facilitating access to affordable housing, supporting agricultural innovation, and strengthening Nebraska’s economic foundation. We partner with lenders, community organizations, and government agencies to deliver impactful solutions and build a more prosperous future for the state. Our work is driven by a dedication to creating opportunities and improving the quality of life for all Nebraskans.
Finance
Financial Services
Alaska Wealth Advisors is a Registered Investment Advisor and financial planning firm based in Anchorage, Alaska, dedicated to providing personalized investment management and financial guidance to individuals.
We understand that navigating your finances can be complex and stressful. Our team of Certified Financial Planner™ professionals works closely with you to develop tailored strategies for retirement planning, investment management, education savings, and overall financial stability.
What distinguishes Alaska Wealth Advisors is our commitment to building long-term relationships based on trust, transparency, and a client-first approach. We prioritize your well-being and aim to empower you with the knowledge and confidence to achieve your financial goals. We embrace our fiduciary duty and place our clients' interest first.
Founded in 2014, we’ve grown to serve a diverse clientele, providing peace of mind and a secure financial future.
We understand that navigating your finances can be complex and stressful. Our team of Certified Financial Planner™ professionals works closely with you to develop tailored strategies for retirement planning, investment management, education savings, and overall financial stability.
What distinguishes Alaska Wealth Advisors is our commitment to building long-term relationships based on trust, transparency, and a client-first approach. We prioritize your well-being and aim to empower you with the knowledge and confidence to achieve your financial goals. We embrace our fiduciary duty and place our clients' interest first.
Founded in 2014, we’ve grown to serve a diverse clientele, providing peace of mind and a secure financial future.
Finance
Financial Services
NIW, A Simplicity Company is a leading financial planning firm based in Plano, Texas, specializing in innovative estate, business, and retirement solutions for high net worth professionals.
We help sophisticated executives and business owners build and preserve wealth through strategic asset-backed insurance lending, alternative thinking, and a commitment to long-term sustainability. Our core offering, the Kai-Zen strategy, combines bank financing and contributions to maximize retirement benefits, providing crucial cash flow for various needs, including chronic disability, long-term care, and estate planning.
NIW Companies distinguishes itself through its dedication to durable, cost-effective solutions and a proven track record of success, having secured over $4 billion in loans and maintaining the highest persistency rate in the insurance industry. We are committed to providing more money, more protection, and more confidence for our clients’ benefit.
We help sophisticated executives and business owners build and preserve wealth through strategic asset-backed insurance lending, alternative thinking, and a commitment to long-term sustainability. Our core offering, the Kai-Zen strategy, combines bank financing and contributions to maximize retirement benefits, providing crucial cash flow for various needs, including chronic disability, long-term care, and estate planning.
NIW Companies distinguishes itself through its dedication to durable, cost-effective solutions and a proven track record of success, having secured over $4 billion in loans and maintaining the highest persistency rate in the insurance industry. We are committed to providing more money, more protection, and more confidence for our clients’ benefit.
Finance
Financial Services
FeeWise is a US-based legal payments technology company, headquartered in Jersey City, New Jersey.
We empower law firms and legal professionals to streamline their payment processes and dramatically improve cash flow. Our platform facilitates faster, more secure payments for clients through a variety of methods, including credit cards, ACH, and digital wallets.
Backed by the global leader in legal practice management software, LEAP-Info Track, FeeWise offers a seamless integration with existing legal practice management systems, eliminating manual paperwork and double handling. We’re dedicated to revolutionizing legal payments, allowing firms to focus on delivering exceptional legal services. Smarter Payments for Law Firms
We empower law firms and legal professionals to streamline their payment processes and dramatically improve cash flow. Our platform facilitates faster, more secure payments for clients through a variety of methods, including credit cards, ACH, and digital wallets.
Backed by the global leader in legal practice management software, LEAP-Info Track, FeeWise offers a seamless integration with existing legal practice management systems, eliminating manual paperwork and double handling. We’re dedicated to revolutionizing legal payments, allowing firms to focus on delivering exceptional legal services. Smarter Payments for Law Firms
Finance
Financial Services
Cash Clarity is a New Jersey-based financial education platform dedicated to empowering individuals with transparent and accessible guidance on personal finance and borrowing.
We provide straightforward advice and practical insights, making complex financial concepts easier to understand for everyone. Our mission is to foster financial literacy and confidence, helping users make informed decisions about loans and their overall financial well-being.
Founded in 2013, Cash Clarity has grown into a trusted online resource, committed to simplifying the complexities of personal finance and promoting financial empowerment for all. Cash Clarity focuses on financial literacy and accessible financial guidance.
We provide straightforward advice and practical insights, making complex financial concepts easier to understand for everyone. Our mission is to foster financial literacy and confidence, helping users make informed decisions about loans and their overall financial well-being.
Founded in 2013, Cash Clarity has grown into a trusted online resource, committed to simplifying the complexities of personal finance and promoting financial empowerment for all. Cash Clarity focuses on financial literacy and accessible financial guidance.
Finance
Financial Services
Aptivaa is a leading risk and compliance professional services firm based in London, UK, specializing in delivering robust solutions to the global financial services industry.
We support a diverse clientele, including four of the top ten banks in India, twenty of the top twenty-five banks in the Middle East – including two central banks – leading investment firms in the UK, and four major banks in the United States. Our expertise spans high-stakes risk areas such as Credit Risk, Market Risk, Operational Risk, Basel III, BCBS 239, Liquidity Risk, and IFRS9, enabling financial institutions to navigate complex regulatory landscapes and strengthen their risk management frameworks.
Aptivaa distinguishes itself through a commitment to innovation, leveraging Artificial Intelligence, Machine Learning, and Natural Language Generation to provide superior risk solutions. We’ve been recognized as ahead of big four consulting firms in IBA surveys and were a first-runner up in the Emerging India Awards 2008, demonstrating our dedication to excellence and client success.
We support a diverse clientele, including four of the top ten banks in India, twenty of the top twenty-five banks in the Middle East – including two central banks – leading investment firms in the UK, and four major banks in the United States. Our expertise spans high-stakes risk areas such as Credit Risk, Market Risk, Operational Risk, Basel III, BCBS 239, Liquidity Risk, and IFRS9, enabling financial institutions to navigate complex regulatory landscapes and strengthen their risk management frameworks.
Aptivaa distinguishes itself through a commitment to innovation, leveraging Artificial Intelligence, Machine Learning, and Natural Language Generation to provide superior risk solutions. We’ve been recognized as ahead of big four consulting firms in IBA surveys and were a first-runner up in the Emerging India Awards 2008, demonstrating our dedication to excellence and client success.
Finance
Financial Services
WeRoute Global Fund Solutions is a New Jersey-based investment operations outsourcing specialist, delivering end-to-end solutions for Alternative Investments, Prime Brokers, Family Offices, and Financial Institutions.
WeRoute leverages 25 years of expertise in financial services to provide top-tier Middle-office, Back-office, Fund Administration, and Shadow Accounting services. Our commitment to transparency and innovation drives continuous improvement through advanced technology, empowering clients to foresee and achieve transformative outcomes.
WeRoute’s Operations Re-imagination Framework optimizes operational models, reduces costs, and improves efficiency, all while managing risk effectively. We are dedicated to fostering a positive work environment, ensuring customer satisfaction, and driving profitable growth. WeRoute – Tailored Financial Solutions for Global Asset Management.
WeRoute leverages 25 years of expertise in financial services to provide top-tier Middle-office, Back-office, Fund Administration, and Shadow Accounting services. Our commitment to transparency and innovation drives continuous improvement through advanced technology, empowering clients to foresee and achieve transformative outcomes.
WeRoute’s Operations Re-imagination Framework optimizes operational models, reduces costs, and improves efficiency, all while managing risk effectively. We are dedicated to fostering a positive work environment, ensuring customer satisfaction, and driving profitable growth. WeRoute – Tailored Financial Solutions for Global Asset Management.
Finance
Financial Services
Global Value Add Inc is a leading provider of specialized tax solutions for international clients, operating from our headquarters in Plano, Texas.
We focus on delivering comprehensive tax preparation, planning, and advisory services to individuals and businesses with global operations, particularly those residing in the United States, India, and the United Kingdom. Our team combines expertise in US, UK, and Indian tax laws with advanced technology to ensure accuracy and compliance.
At Global Value Add Inc., we pride ourselves on our commitment to integrity, legal compliance, and delivering exceptional service. We specialize in supporting expats with complex tax situations, including H1B visa holders and those navigating international tax regulations. We are dedicated to building long-term relationships based on trust and delivering the highest quality returns through meticulous research, strategic planning, and expert application of tax codes.
We focus on delivering comprehensive tax preparation, planning, and advisory services to individuals and businesses with global operations, particularly those residing in the United States, India, and the United Kingdom. Our team combines expertise in US, UK, and Indian tax laws with advanced technology to ensure accuracy and compliance.
At Global Value Add Inc., we pride ourselves on our commitment to integrity, legal compliance, and delivering exceptional service. We specialize in supporting expats with complex tax situations, including H1B visa holders and those navigating international tax regulations. We are dedicated to building long-term relationships based on trust and delivering the highest quality returns through meticulous research, strategic planning, and expert application of tax codes.
Finance
Financial Services
Alterna Capital Solutions is a Florida-based financial services company providing flexible capital solutions for B2B companies focused on growth, without the restrictions and limitations of a bank.
We specialize in receivables funding, offering solutions up to $50 million with full-service accounts receivable management. Alterna Capital Solutions leverages its strong partnership with Paychex, a leading provider of integrated human capital management software, to deliver substantial growth and financial strength to its clients.
Founded in 2018, Alterna Capital Solutions combines 100+ years of alternative and specialty growth funding experience with a commitment to exceptional client service. We work one-on-one to structure custom solutions, supporting businesses across a diverse range of industries including Agriculture, Food & Beverage, Healthcare, IT Services/SaaS, Manufacturing, Services Companies, Staffing, Start-ups, Transportation/Logistics, and Wholesale/Distribution.
We specialize in receivables funding, offering solutions up to $50 million with full-service accounts receivable management. Alterna Capital Solutions leverages its strong partnership with Paychex, a leading provider of integrated human capital management software, to deliver substantial growth and financial strength to its clients.
Founded in 2018, Alterna Capital Solutions combines 100+ years of alternative and specialty growth funding experience with a commitment to exceptional client service. We work one-on-one to structure custom solutions, supporting businesses across a diverse range of industries including Agriculture, Food & Beverage, Healthcare, IT Services/SaaS, Manufacturing, Services Companies, Staffing, Start-ups, Transportation/Logistics, and Wholesale/Distribution.
Finance
Financial Services
1Konto is a US-based provider of institutional cross-border payments and settlement solutions, leveraging the 1KPrime platform.
We streamline global payments for institutions and businesses, offering real-time cross-border settlement powered by stablecoins. Our services facilitate faster payments and reduced costs across a wide range of currencies, including USD, EUR, GBP, USDC, and USDT.
1Konto’s commitment to capital efficiency and institutional-grade liquidity makes us a trusted partner for organizations seeking seamless and secure international transactions. We are focused on revolutionizing the digital and FX markets with innovative technology and a commitment to best price and deep liquidity.
We streamline global payments for institutions and businesses, offering real-time cross-border settlement powered by stablecoins. Our services facilitate faster payments and reduced costs across a wide range of currencies, including USD, EUR, GBP, USDC, and USDT.
1Konto’s commitment to capital efficiency and institutional-grade liquidity makes us a trusted partner for organizations seeking seamless and secure international transactions. We are focused on revolutionizing the digital and FX markets with innovative technology and a commitment to best price and deep liquidity.
Finance
Financial Services
GoDocs is a Los Alamitos, California-based software company specializing in commercial loan document automation for the financial services industry.
We provide a next-generation SaaS platform – including CommercialDocs®, C&IDocs™, ModDocs®, SBA LoanDocs™, and LegalNet™ – that streamlines the commercial loan closing process for banks, credit unions, private lenders, and insurance lenders.
GoDocs differentiates itself through its 100% onshore support, industry-leading NPS customer satisfaction score, and a flexible, easy-to-use system requiring no training. Founded in 1997, GoDocs has become a trusted partner for lenders of all sizes, helping them to close loans faster, improve compliance, and scale their operations.
We provide a next-generation SaaS platform – including CommercialDocs®, C&IDocs™, ModDocs®, SBA LoanDocs™, and LegalNet™ – that streamlines the commercial loan closing process for banks, credit unions, private lenders, and insurance lenders.
GoDocs differentiates itself through its 100% onshore support, industry-leading NPS customer satisfaction score, and a flexible, easy-to-use system requiring no training. Founded in 1997, GoDocs has become a trusted partner for lenders of all sizes, helping them to close loans faster, improve compliance, and scale their operations.
Finance
Financial Services
VENTURE.co is a leading technology provider based in Burlington, Vermont, specializing in comprehensive solutions for the private markets industry.
We empower alternative investment funds – including those focused on oil & gas, real estate, private debt, and private equity – to streamline their capital raising and investor onboarding processes. Our platform offers a full toolbox, encompassing investor onboarding, intelligent document processing, custom reporting, and task management, all within a secure and integrated environment.
VENTURE.co distinguishes itself through its decade-long commitment to building a robust and adaptable technology platform, driven by partnerships with clients and a focus on delivering a seamless and efficient experience for both GPs and LPs. We’re dedicated to supporting the entire fund lifecycle, from initial fundraising to ongoing investor relations and distribution.
We empower alternative investment funds – including those focused on oil & gas, real estate, private debt, and private equity – to streamline their capital raising and investor onboarding processes. Our platform offers a full toolbox, encompassing investor onboarding, intelligent document processing, custom reporting, and task management, all within a secure and integrated environment.
VENTURE.co distinguishes itself through its decade-long commitment to building a robust and adaptable technology platform, driven by partnerships with clients and a focus on delivering a seamless and efficient experience for both GPs and LPs. We’re dedicated to supporting the entire fund lifecycle, from initial fundraising to ongoing investor relations and distribution.
Finance
Financial Services
Withum Wealth Management is a leading independent registered investment advisor (RIA) providing unbiased wealth management advice to clients primarily residing in the tristate area of Pennsylvania, Boston, and Florida.
We serve a diverse group of private clients, including pharmaceutical, medical, legal, and accounting professionals, as well as entrepreneurs, business executives, retirees, and individuals navigating significant life events. Our goal is to deliver a tax-sensitive, cost-effective portfolio that aligns perfectly with your unique objectives and circumstances.
What sets Withum apart is our integrated approach, combining financial planning, investment management, and tax strategies to ensure your wealth is protected, enhanced, and strategically grown. We prioritize your lifestyle and work closely with you to adapt your plan as your needs evolve. We are committed to providing comprehensive wealth counsel and integrated solutions.
Withum Wealth Management is a trusted partner dedicated to helping you achieve your financial goals and navigate the complexities of the financial landscape.
We serve a diverse group of private clients, including pharmaceutical, medical, legal, and accounting professionals, as well as entrepreneurs, business executives, retirees, and individuals navigating significant life events. Our goal is to deliver a tax-sensitive, cost-effective portfolio that aligns perfectly with your unique objectives and circumstances.
What sets Withum apart is our integrated approach, combining financial planning, investment management, and tax strategies to ensure your wealth is protected, enhanced, and strategically grown. We prioritize your lifestyle and work closely with you to adapt your plan as your needs evolve. We are committed to providing comprehensive wealth counsel and integrated solutions.
Withum Wealth Management is a trusted partner dedicated to helping you achieve your financial goals and navigate the complexities of the financial landscape.
Finance
Financial Services
AIDEA is an Anchorage, Alaska-based government agency dedicated to fostering economic growth and diversification across the state.
As the Alaska Industrial Development and Export Authority, we provide vital financing and investment solutions to Alaskan businesses and projects. We support a wide range of initiatives, from resource development and infrastructure projects to renewable energy ventures and export opportunities.
AIDEA’s services are crucial for Alaskan companies seeking capital and expertise to expand their operations and contribute to the state’s economic prosperity. We work with businesses of all sizes, facilitating growth and creating jobs throughout Alaska. Our focus is on driving sustainable development and strengthening Alaska’s position in the global marketplace.
As the Alaska Industrial Development and Export Authority, we provide vital financing and investment solutions to Alaskan businesses and projects. We support a wide range of initiatives, from resource development and infrastructure projects to renewable energy ventures and export opportunities.
AIDEA’s services are crucial for Alaskan companies seeking capital and expertise to expand their operations and contribute to the state’s economic prosperity. We work with businesses of all sizes, facilitating growth and creating jobs throughout Alaska. Our focus is on driving sustainable development and strengthening Alaska’s position in the global marketplace.
Finance
Financial Services
Pittenger & Anderson, Inc is a fee-only Registered Investment Advisor and fiduciary providing comprehensive financial planning and investment management services to high-net-worth individuals and families across the United States.
Based in Lincoln, Nebraska, we specialize in guiding clients through significant life transitions, including retirement planning, business sales, inheritance management, and other complex ‘money-in-motion’ events. We work with clients across 30+ states, assisting them in building and preserving wealth for the long term.
As a fee-only firm, we are committed to putting your best interests first, operating as a fiduciary and never accepting commissions or selling financial products. Our team of experienced professionals offers personalized strategies encompassing investment management, retirement income planning, and charitable giving, all designed to meet your unique financial goals.
Founded in 1995, Pittenger & Anderson, Inc. has a long-standing commitment to client service and financial expertise.
Based in Lincoln, Nebraska, we specialize in guiding clients through significant life transitions, including retirement planning, business sales, inheritance management, and other complex ‘money-in-motion’ events. We work with clients across 30+ states, assisting them in building and preserving wealth for the long term.
As a fee-only firm, we are committed to putting your best interests first, operating as a fiduciary and never accepting commissions or selling financial products. Our team of experienced professionals offers personalized strategies encompassing investment management, retirement income planning, and charitable giving, all designed to meet your unique financial goals.
Founded in 1995, Pittenger & Anderson, Inc. has a long-standing commitment to client service and financial expertise.
Finance
Financial Services
Cyndeo Wealth Partners is a leading independent registered investment advisor based in St. Petersburg, Florida, dedicated to simplifying wealth management for executives, entrepreneurs, and families across the United States.
We provide comprehensive financial planning and investment management services, offering a family-like approach built on trust and personalized care. Our team focuses on understanding each client’s unique goals and crafting tailored strategies to help them achieve long-term financial security.
Cyndeo Wealth Partners distinguishes itself through its commitment to integrity, proactive networking, and meaningful introductions, connecting clients with exclusive opportunities and fostering lasting relationships. We prioritize putting our clients’ interests first, providing peace of mind and expert guidance every step of the way. Investment Advisory Services and Wealth Management are at the core of our offerings.
We provide comprehensive financial planning and investment management services, offering a family-like approach built on trust and personalized care. Our team focuses on understanding each client’s unique goals and crafting tailored strategies to help them achieve long-term financial security.
Cyndeo Wealth Partners distinguishes itself through its commitment to integrity, proactive networking, and meaningful introductions, connecting clients with exclusive opportunities and fostering lasting relationships. We prioritize putting our clients’ interests first, providing peace of mind and expert guidance every step of the way. Investment Advisory Services and Wealth Management are at the core of our offerings.
Finance
Financial Services
Wilshire Finance Partners is a leading private debt fund based in Irvine, California, specializing in providing flexible commercial real estate financing and investment solutions.
We deliver bridge and permanent loans across a diverse range of property types, including seniors housing, healthcare, multifamily, and commercial real estate nationwide.
Wilshire Finance Partners distinguishes itself through a boutique approach, combining decades of lending experience with a commitment to client-centric service and strategic capital solutions. Our proven professional performance is backed by a deep industry knowledge, offering stability and certainty of execution for both borrowers and investors.
We offer stable income and principal protection® on real estate backed investments for our investors. At Wilshire, we bring a disciplined, conservative approach to investing, offering investors fixed income alternative investments backed by hard assets.
We deliver bridge and permanent loans across a diverse range of property types, including seniors housing, healthcare, multifamily, and commercial real estate nationwide.
Wilshire Finance Partners distinguishes itself through a boutique approach, combining decades of lending experience with a commitment to client-centric service and strategic capital solutions. Our proven professional performance is backed by a deep industry knowledge, offering stability and certainty of execution for both borrowers and investors.
We offer stable income and principal protection® on real estate backed investments for our investors. At Wilshire, we bring a disciplined, conservative approach to investing, offering investors fixed income alternative investments backed by hard assets.
Finance
Financial Services
Third Wire Asset Management is a Chicago-based partnership specializing in alternative investment solutions for advisors and family offices.
We provide access to a carefully selected group of managers and strategies, offering a comprehensive suite of services including due diligence, portfolio modeling, administration, and reporting – even a full OCIO solution.
What distinguishes Third Wire is our commitment to transparency, rigorous manager selection, and a fiduciary-first approach, ensuring clients receive tailored, high-quality alternative investment opportunities. We focus exclusively on serving advisors and family offices, providing a dedicated team of experienced industry veterans to guide them through the complexities of the alternative investment landscape.
Our solutions encompass both liquid and illiquid investment options, covering a diverse spectrum of styles, strategies, and risk profiles, supported by user-friendly technology and tools for streamlined portfolio analysis and client management.
We provide access to a carefully selected group of managers and strategies, offering a comprehensive suite of services including due diligence, portfolio modeling, administration, and reporting – even a full OCIO solution.
What distinguishes Third Wire is our commitment to transparency, rigorous manager selection, and a fiduciary-first approach, ensuring clients receive tailored, high-quality alternative investment opportunities. We focus exclusively on serving advisors and family offices, providing a dedicated team of experienced industry veterans to guide them through the complexities of the alternative investment landscape.
Our solutions encompass both liquid and illiquid investment options, covering a diverse spectrum of styles, strategies, and risk profiles, supported by user-friendly technology and tools for streamlined portfolio analysis and client management.
Finance
Financial Services
KMG Fiduciary Partners is an independent financial planning and asset management firm based in Toledo, Ohio, dedicated to providing personalized wealth management solutions.
We serve high-net-worth individuals and families, as well as corporate retirement plan sponsors, helping them achieve their long-term financial goals. Our approach centers around understanding each client’s unique circumstances, values, and aspirations, creating tailored strategies designed to safeguard and grow their wealth.
As a fiduciary, we prioritize our clients’ best interests above all else, offering unbiased advice and a commitment to transparency. We are not bound by the products of any single institution, allowing us to source the most suitable solutions for your needs.
With a team of experienced professionals holding designations such as CFP® and CRPS®, KMG Fiduciary Partners provides comprehensive services including retirement planning, investment management, estate planning, and charitable giving strategies. We’ve been helping clients across 38 states and around the globe since 2018.
We serve high-net-worth individuals and families, as well as corporate retirement plan sponsors, helping them achieve their long-term financial goals. Our approach centers around understanding each client’s unique circumstances, values, and aspirations, creating tailored strategies designed to safeguard and grow their wealth.
As a fiduciary, we prioritize our clients’ best interests above all else, offering unbiased advice and a commitment to transparency. We are not bound by the products of any single institution, allowing us to source the most suitable solutions for your needs.
With a team of experienced professionals holding designations such as CFP® and CRPS®, KMG Fiduciary Partners provides comprehensive services including retirement planning, investment management, estate planning, and charitable giving strategies. We’ve been helping clients across 38 states and around the globe since 2018.
Finance
Financial Services
American Lending Center is a California-regulated lender providing SBA, SSBCI, PACE, and EB-5 financing nationwide. With $3.1B AUM and supporting 145,000+ jobs created, we empower small businesses and entrepreneurs across the U.S.
We specialize in flexible financing solutions, including SBA 7(a) loans, SSBCI programs, and EB-5 investment services. Our mission is to fuel growth, create jobs, and strengthen communities by expanding access to capital for underserved businesses.
American Lending Center has a proven track record of success, actively participating in programs like the State Small Business Credit Initiative (SSBCI) and supporting over 50 states. We are committed to fostering economic development and helping businesses thrive.
As a leading regional center, we’ve been recognized for our excellence and commitment to the EB-5 industry, consistently delivering impactful results for our investors and partners.
We specialize in flexible financing solutions, including SBA 7(a) loans, SSBCI programs, and EB-5 investment services. Our mission is to fuel growth, create jobs, and strengthen communities by expanding access to capital for underserved businesses.
American Lending Center has a proven track record of success, actively participating in programs like the State Small Business Credit Initiative (SSBCI) and supporting over 50 states. We are committed to fostering economic development and helping businesses thrive.
As a leading regional center, we’ve been recognized for our excellence and commitment to the EB-5 industry, consistently delivering impactful results for our investors and partners.
Finance
Financial Services
Allegiance Merchant Services is a Charlotte, North Carolina-based merchant services company providing innovative payment solutions to businesses across the United States.
We specialize in streamlining accounts receivable and accelerating payments for a diverse range of industries, including business-to-business, healthcare, technology, veterinary, accounting & bookkeeping, field services, government, automotive, and tire & repair.
Allegiance distinguishes itself through its deep industry expertise, strategic partnerships with leading technology providers, and a commitment to providing tailored solutions and unparalleled customer service. We offer a comprehensive suite of services, from merchant accounts and credit card processing to e-commerce and virtual terminals, all designed to simplify payment acceptance and drive business growth.
Founded in 2009 and operating as an ISO/MSP of Elavon, Inc., Allegiance Merchant Services is dedicated to helping businesses thrive in today’s dynamic payment landscape. ISO/MSP of Elavon
We specialize in streamlining accounts receivable and accelerating payments for a diverse range of industries, including business-to-business, healthcare, technology, veterinary, accounting & bookkeeping, field services, government, automotive, and tire & repair.
Allegiance distinguishes itself through its deep industry expertise, strategic partnerships with leading technology providers, and a commitment to providing tailored solutions and unparalleled customer service. We offer a comprehensive suite of services, from merchant accounts and credit card processing to e-commerce and virtual terminals, all designed to simplify payment acceptance and drive business growth.
Founded in 2009 and operating as an ISO/MSP of Elavon, Inc., Allegiance Merchant Services is dedicated to helping businesses thrive in today’s dynamic payment landscape. ISO/MSP of Elavon
Finance
Financial Services
Old North State Trust is a Greensboro, North Carolina-based trust company specializing in trust management, IRA, estate administration, and retirement planning services for families seeking to preserve and grow their wealth.
For over 29 years, we’ve been dedicated to building lasting relationships with our clients and partnering with legal and financial professionals. Our core mission is to provide personalized, objective financial advice and expertly administer trusts, ensuring your legacy is protected and your wishes are honored.
As a registered trust company with banking charters in North Carolina, Tennessee, Georgia, and a history of expansion across North Carolina, we offer comprehensive estate planning solutions, including asset management, retirement planning, and administrative trustee services. We’re committed to guiding families through complex financial transitions with integrity and expertise. Trust Services, Estate Settlement, and Investment Management are at the heart of our offerings.
For over 29 years, we’ve been dedicated to building lasting relationships with our clients and partnering with legal and financial professionals. Our core mission is to provide personalized, objective financial advice and expertly administer trusts, ensuring your legacy is protected and your wishes are honored.
As a registered trust company with banking charters in North Carolina, Tennessee, Georgia, and a history of expansion across North Carolina, we offer comprehensive estate planning solutions, including asset management, retirement planning, and administrative trustee services. We’re committed to guiding families through complex financial transitions with integrity and expertise. Trust Services, Estate Settlement, and Investment Management are at the heart of our offerings.
Finance
Financial Services
LoanWell is a Durham, North Carolina-based technology platform empowering Community Lenders – including CDFIs, Credit Unions, and Community Banks – to streamline their lending operations.
We provide an end-to-end solution, from initial intake and origination through underwriting, closing, servicing, and comprehensive reporting. LoanWell’s customizable workflow and team management tools enable lenders to efficiently manage their entire loan portfolio.
What sets LoanWell apart is our commitment to equitable access to affordable capital, combined with a modern, flexible platform built on secure technology and SOC-2 Type 2 compliance. We’re dedicated to helping community lenders deploy more capital, more efficiently, and with greater ease.
Our integrated system includes features like automated messaging, KYC & identity verification, secure document storage, and customizable workflows, all within a white-label design.
We provide an end-to-end solution, from initial intake and origination through underwriting, closing, servicing, and comprehensive reporting. LoanWell’s customizable workflow and team management tools enable lenders to efficiently manage their entire loan portfolio.
What sets LoanWell apart is our commitment to equitable access to affordable capital, combined with a modern, flexible platform built on secure technology and SOC-2 Type 2 compliance. We’re dedicated to helping community lenders deploy more capital, more efficiently, and with greater ease.
Our integrated system includes features like automated messaging, KYC & identity verification, secure document storage, and customizable workflows, all within a white-label design.
Finance
Financial Services
Thunderbird LLC is a leading strategic leadership firm based in Oak Brook, Illinois, dedicated to elevating American manufacturing companies.
We specialize in providing comprehensive growth strategies and hands-on management to our portfolio companies, transforming them into thriving global businesses. Our approach centers around the Active Management Process (AMP), ensuring continuous improvement and sustained revenue growth.
Unlike traditional private equity firms, Thunderbird invests its own capital and actively manages our companies on a daily basis, fostering a family-like environment and a commitment to long-term success. We empower employees, drive company growth, and ultimately, deliver exceptional results for our customers. Strategic leadership and long-term business growth are at the heart of everything we do.
We specialize in providing comprehensive growth strategies and hands-on management to our portfolio companies, transforming them into thriving global businesses. Our approach centers around the Active Management Process (AMP), ensuring continuous improvement and sustained revenue growth.
Unlike traditional private equity firms, Thunderbird invests its own capital and actively manages our companies on a daily basis, fostering a family-like environment and a commitment to long-term success. We empower employees, drive company growth, and ultimately, deliver exceptional results for our customers. Strategic leadership and long-term business growth are at the heart of everything we do.
Finance
Financial Services
NBB is a leading M&A advisory firm specializing in automotive dealership transactions, headquartered in Irvine, California.
For over 45 years, NBB has been guiding entrepreneurs through their most significant business milestones, providing expert support in seller representation, buyer representation, valuation services, and capital solutions.
Founded in 1978, NBB has grown to become one of the largest and most experienced dealership M&A advisory firms in the United States, with offices strategically located across California, Michigan, Texas, Florida, New York, and Arizona. We leverage our proven industry expertise and M&A execution capabilities to deliver exceptional results for our clients, fostering long-term relationships built on trust and integrity.
Our commitment to continuous improvement, combined with a focus on people and relationships, ensures that we consistently exceed expectations and help our clients achieve their goals.
For over 45 years, NBB has been guiding entrepreneurs through their most significant business milestones, providing expert support in seller representation, buyer representation, valuation services, and capital solutions.
Founded in 1978, NBB has grown to become one of the largest and most experienced dealership M&A advisory firms in the United States, with offices strategically located across California, Michigan, Texas, Florida, New York, and Arizona. We leverage our proven industry expertise and M&A execution capabilities to deliver exceptional results for our clients, fostering long-term relationships built on trust and integrity.
Our commitment to continuous improvement, combined with a focus on people and relationships, ensures that we consistently exceed expectations and help our clients achieve their goals.
Finance
Financial Services
Quality Back Office is a Naperville, Illinois-based accounting and bookkeeping firm specializing in outsourced back office services for businesses of all sizes.
We understand that managing the complexities of bookkeeping, taxes, payroll, and accounts payable can divert your attention from growing your core business.
Quality Back Office provides a comprehensive suite of services, including accounting and bookkeeping, tax preparation, accounts payable and receivable, and virtual CFO support, all delivered with a focus on efficiency and cost-effectiveness. We streamline your back-office operations, allowing you to concentrate on strategic initiatives and achieving your business goals.
Our team of experienced professionals leverages cloud-based technology to ensure accuracy, transparency, and timely delivery of critical financial information. We are committed to providing personalized service and building long-term partnerships based on trust and reliability.
As a 100% US-based company, we offer flexible solutions tailored to your specific needs, from small startups to large enterprises. Let Quality Back Office handle the back office, so you can focus on what you do best.
We understand that managing the complexities of bookkeeping, taxes, payroll, and accounts payable can divert your attention from growing your core business.
Quality Back Office provides a comprehensive suite of services, including accounting and bookkeeping, tax preparation, accounts payable and receivable, and virtual CFO support, all delivered with a focus on efficiency and cost-effectiveness. We streamline your back-office operations, allowing you to concentrate on strategic initiatives and achieving your business goals.
Our team of experienced professionals leverages cloud-based technology to ensure accuracy, transparency, and timely delivery of critical financial information. We are committed to providing personalized service and building long-term partnerships based on trust and reliability.
As a 100% US-based company, we offer flexible solutions tailored to your specific needs, from small startups to large enterprises. Let Quality Back Office handle the back office, so you can focus on what you do best.
Finance
Financial Services
Dropp, Inc is a New Jersey-based fintech company revolutionizing digital commerce with real-time payment infrastructure. We’re building the world’s first affordable micropayment platform, enabling Pay by Bank and Pay by Stablecoin via The Clearing House RTP and Hedera, drastically reducing transaction fees for merchants and consumers.
Dropp serves a diverse range of businesses, from media and e-commerce to retail and gaming, empowering them to unlock new revenue streams and offer innovative payment experiences. We solve the challenge of low-value transactions, making micro-payments feasible and driving efficiency in a world increasingly reliant on instant payments.
Built on a foundation of 25+ years of financial services expertise, Dropp’s mission is to enable fully instant payments worldwide, fostering a thriving ecosystem of merchants and consumers. Our platform supports a wide range of use cases, including Pay-Per-Use, tipping, and referral incentives, all while leveraging cutting-edge technology and a commitment to simplicity and flexibility. We are committed to supporting the future of commerce.
Dropp serves a diverse range of businesses, from media and e-commerce to retail and gaming, empowering them to unlock new revenue streams and offer innovative payment experiences. We solve the challenge of low-value transactions, making micro-payments feasible and driving efficiency in a world increasingly reliant on instant payments.
Built on a foundation of 25+ years of financial services expertise, Dropp’s mission is to enable fully instant payments worldwide, fostering a thriving ecosystem of merchants and consumers. Our platform supports a wide range of use cases, including Pay-Per-Use, tipping, and referral incentives, all while leveraging cutting-edge technology and a commitment to simplicity and flexibility. We are committed to supporting the future of commerce.
Finance
Financial Services
Allrise Capital is a leading multi-strategy investment firm based in Irvine, California, specializing in real estate, venture capital, and special situation investments across the US and select emerging markets.
We focus on identifying asymmetric risk/reward opportunities through rigorous fundamental research of asset classes, sectors, and companies. Our investment approach centers on delivering consistent cash flow and long-term value, prioritizing markets with strong job growth and diversified industries.
Allrise Capital distinguishes itself through a disciplined, value-oriented strategy, combined with deep expertise in real estate development, opportunistic investments in early-stage technology companies, and strategic engagement in distressed debt situations. We are dedicated to enhancing, supporting, and creating value across multiple asset classes, including commercial real estate, venture capital, and special situations, ultimately empowering world-class companies.
We focus on identifying asymmetric risk/reward opportunities through rigorous fundamental research of asset classes, sectors, and companies. Our investment approach centers on delivering consistent cash flow and long-term value, prioritizing markets with strong job growth and diversified industries.
Allrise Capital distinguishes itself through a disciplined, value-oriented strategy, combined with deep expertise in real estate development, opportunistic investments in early-stage technology companies, and strategic engagement in distressed debt situations. We are dedicated to enhancing, supporting, and creating value across multiple asset classes, including commercial real estate, venture capital, and special situations, ultimately empowering world-class companies.
Finance
Financial Services
Golden Handshake Capital is a leading private money lending company based in Saint Petersburg, Florida, specializing in providing tailored funding solutions for real estate investors.
We understand that traditional financing can be a barrier for investors seeking to capitalize on lucrative opportunities. At Golden Handshake Capital, we offer a flexible and efficient alternative – private money funding – enabling you to swiftly secure the capital needed for wholesale, fix and flip, rehab, and buy and hold projects.
Our experienced team delivers a seamless and personalized funding experience, focused on empowering your real estate investment success. We provide fast funding, flexible terms, and exceptional service, all backed by a commitment to transparency and integrity.
Golden Handshake Capital is proud to be a trusted partner for investors looking to unlock the potential of their real estate investments.
We understand that traditional financing can be a barrier for investors seeking to capitalize on lucrative opportunities. At Golden Handshake Capital, we offer a flexible and efficient alternative – private money funding – enabling you to swiftly secure the capital needed for wholesale, fix and flip, rehab, and buy and hold projects.
Our experienced team delivers a seamless and personalized funding experience, focused on empowering your real estate investment success. We provide fast funding, flexible terms, and exceptional service, all backed by a commitment to transparency and integrity.
Golden Handshake Capital is proud to be a trusted partner for investors looking to unlock the potential of their real estate investments.
Finance
Financial Services
Irontrax is a leading asset management company based in Chagrin Falls, Ohio, specializing in precise equipment appraisals, strategic asset sales, and trusted advisory services for lenders, operators, and investors.
We provide comprehensive solutions for a diverse range of industries, including manufacturing, construction, trucking, mining, and more. Irontrax helps clients effectively manage and monetize their assets, ensuring dependable results through our accredited and experienced professionals.
What sets Irontrax apart is our commitment to delivering unbiased valuations and tailored strategies, backed by 250+ years of combined industry expertise. We prioritize customer satisfaction and build long-lasting relationships by understanding unique requirements and exceeding expectations.
Irontrax currently operates from regional offices in Cleveland, Dallas, Miami, Philadelphia, Chicago, Greensboro, Milwaukee, Pittsburgh, Nashville, and Lakeland, offering a broad network of storage yards and inventory management solutions.
We provide comprehensive solutions for a diverse range of industries, including manufacturing, construction, trucking, mining, and more. Irontrax helps clients effectively manage and monetize their assets, ensuring dependable results through our accredited and experienced professionals.
What sets Irontrax apart is our commitment to delivering unbiased valuations and tailored strategies, backed by 250+ years of combined industry expertise. We prioritize customer satisfaction and build long-lasting relationships by understanding unique requirements and exceeding expectations.
Irontrax currently operates from regional offices in Cleveland, Dallas, Miami, Philadelphia, Chicago, Greensboro, Milwaukee, Pittsburgh, Nashville, and Lakeland, offering a broad network of storage yards and inventory management solutions.
Finance
Financial Services
CMG Companies is a leading investment group specializing in multi-unit and franchise operations across diverse sectors, including restaurants, hotels, retail, and automotive.
Based in Plano, Texas, we partner with renowned brands like KFC, Taco Bell, and Marriott, leveraging our expertise in franchise systems and operational excellence.
CMG Companies focuses on strategic acquisitions, roll-up strategies, and new unit development, providing a patient and long-term investment approach for both institutional and high-net-worth investors. We operate as an operator, sponsor, and family office, committed to building sustainable value through strategic partnerships.
Based in Plano, Texas, we partner with renowned brands like KFC, Taco Bell, and Marriott, leveraging our expertise in franchise systems and operational excellence.
CMG Companies focuses on strategic acquisitions, roll-up strategies, and new unit development, providing a patient and long-term investment approach for both institutional and high-net-worth investors. We operate as an operator, sponsor, and family office, committed to building sustainable value through strategic partnerships.
Finance
Financial Services
Boustead Securities is a leading investment banking firm based in Irvine, California, specializing in mergers and acquisitions, capital raises, and restructuring advice for a diverse range of industries.
We partner with private and public companies, financial institutions, and high-net-worth clients, providing comprehensive corporate finance solutions. Our team of experienced professionals delivers innovative and tenacious execution, creating opportunities for our clients.
Established in 2006, Boustead Securities has grown to become a trusted one-stop middle market investment bank, offering a full array of services including valuations, IPOs, and fund manager placement. We are affiliated with Sutter Securities, a longstanding FINRA member, and dedicated to providing sophisticated financial advice and services.
We are proud to sponsor events like "No Creeps" and collaborate on innovative technologies, such as satellite video compression, furthering our commitment to client success.
We partner with private and public companies, financial institutions, and high-net-worth clients, providing comprehensive corporate finance solutions. Our team of experienced professionals delivers innovative and tenacious execution, creating opportunities for our clients.
Established in 2006, Boustead Securities has grown to become a trusted one-stop middle market investment bank, offering a full array of services including valuations, IPOs, and fund manager placement. We are affiliated with Sutter Securities, a longstanding FINRA member, and dedicated to providing sophisticated financial advice and services.
We are proud to sponsor events like "No Creeps" and collaborate on innovative technologies, such as satellite video compression, furthering our commitment to client success.
Finance
Financial Services
Fursa Capital is a US-based crowdfunding and investment platform specializing in ethical finance solutions for businesses. We connect investors with fundraisers seeking usury-free financing, focusing on Halal opportunities and catering to businesses in sectors like real estate, flex space, and inventory finance.
Fursa Capital provides a marketplace that aligns investor values with business needs, offering a unique approach to alternative finance.
As N. America’s first ethical crowdfunding platform, Fursa Capital is dedicated to democratizing access to ethical finance, fostering growth capital for businesses committed to responsible and values-driven operations. We are a trusted partner for both investors and fundraisers seeking sustainable and impactful investment opportunities.
Fursa Capital provides a marketplace that aligns investor values with business needs, offering a unique approach to alternative finance.
As N. America’s first ethical crowdfunding platform, Fursa Capital is dedicated to democratizing access to ethical finance, fostering growth capital for businesses committed to responsible and values-driven operations. We are a trusted partner for both investors and fundraisers seeking sustainable and impactful investment opportunities.
Finance
Financial Services
Pro Business Plans is a Lincoln, Nebraska-based business plan consulting firm specializing in strategic advisory and capital raising support for startups, scale-ups, and established businesses.
We partner with companies across 60+ industries, including financial services, technology, and marketing, providing comprehensive solutions from initial concept development to investor-ready pitch decks and financial modeling.
Our team, led by Aaron Hill, leverages decades of experience in investment banking and venture capital to deliver tailored strategies and expert guidance. We’re committed to helping our clients secure funding and achieve sustainable growth, backed by reliable market research and a focus on tangible results.
Pro Business Plans has been voted #1 on G2 since 2021 and has assisted over 1,000 clients, including those at Outstanding Quality, Tangible Results, and Trusted By Top Brands.
We partner with companies across 60+ industries, including financial services, technology, and marketing, providing comprehensive solutions from initial concept development to investor-ready pitch decks and financial modeling.
Our team, led by Aaron Hill, leverages decades of experience in investment banking and venture capital to deliver tailored strategies and expert guidance. We’re committed to helping our clients secure funding and achieve sustainable growth, backed by reliable market research and a focus on tangible results.
Pro Business Plans has been voted #1 on G2 since 2021 and has assisted over 1,000 clients, including those at Outstanding Quality, Tangible Results, and Trusted By Top Brands.
Finance
Financial Services
GCF Business Valuation is a leading provider of SBA-compliant business valuations and machinery & equipment appraisals, operating across the United States.
For over 27 years, we’ve supported SBA lenders, business brokers, and other deal professionals with trusted valuation guidance, becoming a recognized subject-matter resource within the industry. We’ve even been called upon by the SBA to help define valuation guidance within the SBA 7(a) SOP, ensuring our expertise shapes lender expectations nationwide.
Our team of accredited appraisers delivers unparalleled client service, providing clear, defensible valuations that help transactions move forward with confidence. We’re committed to providing exceptional expertise and high-touch, personal service, and we’ve earned the trust of lenders and brokers across the nation. From Florida to Oregon, we serve clients of all sizes, including major institutions like Bank of America and Wells Fargo.PeerComps, Banker Valuation, and FinVal are key components of our service offering.
For over 27 years, we’ve supported SBA lenders, business brokers, and other deal professionals with trusted valuation guidance, becoming a recognized subject-matter resource within the industry. We’ve even been called upon by the SBA to help define valuation guidance within the SBA 7(a) SOP, ensuring our expertise shapes lender expectations nationwide.
Our team of accredited appraisers delivers unparalleled client service, providing clear, defensible valuations that help transactions move forward with confidence. We’re committed to providing exceptional expertise and high-touch, personal service, and we’ve earned the trust of lenders and brokers across the nation. From Florida to Oregon, we serve clients of all sizes, including major institutions like Bank of America and Wells Fargo.PeerComps, Banker Valuation, and FinVal are key components of our service offering.
Finance
Financial Services
Alaris Acquisitions is a US-based M&A advisory firm specializing in facilitating strategic partnerships between wealth management firms and larger organizations.
We help owners of RIA firms confidently sell their businesses, matching them with buyers who share a compatible culture and financial goals. Our process leverages groundbreaking technology – the industry’s first catalog of buyer models – to streamline the deal-making process and ensure a successful outcome for all parties.
With over 100 successful transactions and a roster of 75+ buyers, Alaris Acquisitions offers a unique and trusted pathway to partnership. We provide expert guidance throughout the entire M&A journey, from valuation to negotiation, backed by a team of experienced professionals dedicated to wealth management.
Our approach represents a new way for buyers and sellers to navigate this intellectually and emotionally charged transaction.
We help owners of RIA firms confidently sell their businesses, matching them with buyers who share a compatible culture and financial goals. Our process leverages groundbreaking technology – the industry’s first catalog of buyer models – to streamline the deal-making process and ensure a successful outcome for all parties.
With over 100 successful transactions and a roster of 75+ buyers, Alaris Acquisitions offers a unique and trusted pathway to partnership. We provide expert guidance throughout the entire M&A journey, from valuation to negotiation, backed by a team of experienced professionals dedicated to wealth management.
Our approach represents a new way for buyers and sellers to navigate this intellectually and emotionally charged transaction.
Finance
Financial Services
DJM Financial is a wealth management and insurance services firm based in Irvine, California, specializing in comprehensive financial planning for individuals and families.
We help clients in Southern California achieve their financial goals through personalized retirement planning, investment strategies, insurance solutions, and estate planning. Our team provides expert guidance on navigating complex financial decisions, ensuring long-term security and peace of mind.
At DJM Financial, we prioritize building lasting relationships based on trust and integrity. We focus on delivering tailored solutions that align with each client’s unique needs and circumstances, offering a holistic approach to wealth management. We are a Northwestern Mutual Private Client Group firm, dedicated to supporting families and businesses for generations to come.
We provide services for executives, employees, and high-net-worth individuals.
We help clients in Southern California achieve their financial goals through personalized retirement planning, investment strategies, insurance solutions, and estate planning. Our team provides expert guidance on navigating complex financial decisions, ensuring long-term security and peace of mind.
At DJM Financial, we prioritize building lasting relationships based on trust and integrity. We focus on delivering tailored solutions that align with each client’s unique needs and circumstances, offering a holistic approach to wealth management. We are a Northwestern Mutual Private Client Group firm, dedicated to supporting families and businesses for generations to come.
We provide services for executives, employees, and high-net-worth individuals.
Finance
Financial Services
Hudson Edge Investment Partners is an independent registered Investment Advisor based in Jersey City, New Jersey, with a history of providing value creation for clients since 1983.
We specialize in US Value equities, Fixed Income, and International equities, offering a comprehensive suite of investment solutions.
As a 100% employee-owned firm, Hudson Edge combines decades of experience – with an average of 20 years of investment experience per portfolio manager – and a research-driven approach to identify undervalued securities and deliver long-term performance.
Our commitment to enduring client partnerships and a focus on analytical, idea-driven investment strategies sets us apart. We manage over $2.5 billion for more than 200 clients worldwide.
We specialize in US Value equities, Fixed Income, and International equities, offering a comprehensive suite of investment solutions.
As a 100% employee-owned firm, Hudson Edge combines decades of experience – with an average of 20 years of investment experience per portfolio manager – and a research-driven approach to identify undervalued securities and deliver long-term performance.
Our commitment to enduring client partnerships and a focus on analytical, idea-driven investment strategies sets us apart. We manage over $2.5 billion for more than 200 clients worldwide.
Finance
Financial Services
4 Hour Funding is a leading equipment financing company based in Plano, Texas, providing rapid financing solutions to businesses and brokers.
We specialize in delivering fast and flexible equipment financing, enabling businesses to acquire essential equipment quickly and efficiently. Our direct-lending capabilities and technology allow us to approve credit and equipment financing in as little as one day, addressing a critical need for businesses requiring immediate access to capital.
Unlike traditional financing methods, 4 Hour Funding offers a streamlined application process, vendor payments prior to delivery, and a commitment to exceptional customer service – all designed to accelerate the equipment acquisition process. We’re dedicated to empowering businesses and brokers with the tools they need to thrive.
We specialize in delivering fast and flexible equipment financing, enabling businesses to acquire essential equipment quickly and efficiently. Our direct-lending capabilities and technology allow us to approve credit and equipment financing in as little as one day, addressing a critical need for businesses requiring immediate access to capital.
Unlike traditional financing methods, 4 Hour Funding offers a streamlined application process, vendor payments prior to delivery, and a commitment to exceptional customer service – all designed to accelerate the equipment acquisition process. We’re dedicated to empowering businesses and brokers with the tools they need to thrive.
Finance
Financial Services
BVA Group is a nationally recognized litigation, valuation, and financial advisory firm based in Plano, Texas. For over five decades, we’ve provided invaluable insight and responsive service to clients navigating complex financial challenges.
We serve a diverse clientele, including law firms, organizations, and enterprises across various industries – from Fortune 100 companies and private equity firms to family-owned businesses and accounting practices. Our team of experts, boasting backgrounds in Big Four accounting, investment banking, and strategy consulting, brings unparalleled precision and experience to every engagement.
What distinguishes BVA is our unwavering commitment to clarity and resolution. We specialize in Fairness & Solvency Opinions, Economic Damages, Restructuring, Bankruptcy Litigation, M&A Consulting, Valuation Disputes, Financial Forensics & Reporting, Intellectual Property, ESOPs, Securities Litigation, and Tangible Asset Valuation. We are dedicated to the personal development of our team members, because our firm is powered by our people. We are committed to the progressive development of each individual.
We serve a diverse clientele, including law firms, organizations, and enterprises across various industries – from Fortune 100 companies and private equity firms to family-owned businesses and accounting practices. Our team of experts, boasting backgrounds in Big Four accounting, investment banking, and strategy consulting, brings unparalleled precision and experience to every engagement.
What distinguishes BVA is our unwavering commitment to clarity and resolution. We specialize in Fairness & Solvency Opinions, Economic Damages, Restructuring, Bankruptcy Litigation, M&A Consulting, Valuation Disputes, Financial Forensics & Reporting, Intellectual Property, ESOPs, Securities Litigation, and Tangible Asset Valuation. We are dedicated to the personal development of our team members, because our firm is powered by our people. We are committed to the progressive development of each individual.
Finance
Financial Services
Company Name | Location | Category | Employees | Accuracy | Website | |
|---|---|---|---|---|---|---|
St. Louis, United States (US) | Finance and Banking Finance and Banking | 30-50 | info@sternbrothers.com | http://sternbrothers.com | ||
St Petersburg, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@docwealth.io | https://www.docwealth.io/ | ||
Orlando, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@forcrebrokers.com | http://www.forcrebrokers.com | ||
Orlando, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@medicarecon.com | https://medicarecon.com | ||
St Petersburg, United States (US) | Finance and Banking Finance and Banking | 30-50 | financial.planning@elevatefpwm.com | http://elevatefpwm.com | ||
Fort Wayne, United States (US) | Finance and Banking Finance and Banking | 30-50 | info@rpcsi.com | http://www.rpcsi.com | ||
St Petersburg, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@cyberhornets.com | https://cyberhornets.com/ | ||
Irvine, United States (US) | Finance and Banking Finance and Banking | 30-50 | info@reliantcapitalgrp.com | https://reliantcapitalgrp.com/ | ||
Durham, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@hellowarrant.com | http://hellowarrant.com | ||
Irvine, United States (US) | Finance and Banking Finance and Banking | 10-20 | contact@sunstoneinvestment.com | https://www.sunstoneinvestment.com/ | ||
Lincoln, United States (US) | Finance and Banking Finance and Banking | 30-50 | info@nifa.org | http://www.nifa.org | ||
Anchorage, United States (US) | Finance and Banking Finance and Banking | 30-50 | marketing@akwealthadvisors.com | http://www.akwealthadvisors.com | ||
Plano, United States (US) | Finance and Banking Finance and Banking | 30-50 | info@myilia.com | http://Myilia.com/kaizen | ||
Jersey City, United States (US) | Finance and Banking Finance and Banking | 10-20 | marketing@getfeewise.com | https://www.getfeewise.com | ||
Newark, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@credibilitycapital.com | http://www.credibilitycapital.com | ||
London, United Kingdom (UK) | Finance and Banking Finance and Banking | 30-50 | info@aptivaa.com | http://www.aptivaa.com | ||
Jersey City, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@werouteglobal.com | http://www.werouteglobal.com | ||
Plano, United States (US) | Finance and Banking Finance and Banking | 30-50 | info@globalvalueadd.com | http://www.globalvalueadd.com | ||
Orlando, United States (US) | Finance and Banking Finance and Banking | 30-50 | info@alternacs.com | https://www.AlternaCS.com | ||
Jersey City, United States (US) | Finance and Banking Finance and Banking | 10-20 | contact@1konto.com | https://www.1konto.com | ||
Los Alamitos, United States (US) | Finance and Banking Finance and Banking | 30-50 | info@godocs.com | https://www.GoDocs.com | ||
Burlington, United States (US) | Finance and Banking Finance and Banking | 10-20 | tony@venture.co | http://www.venture.co | ||
Red Bank, United States (US) | Finance and Banking Finance and Banking | 20-30 | lferguson@withumwealth.com | http://www.withumwealth.com/ | ||
Anchorage, United States (US) | Finance and Banking Finance and Banking | 30-50 | contact@aidea.org | http://www.aidea.org | ||
Lincoln, United States (US) | Finance and Banking Finance and Banking | 10-20 | support@pittand.com | https://pittand.com | ||
Saint Petersburg, United States (US) | Finance and Banking Finance and Banking | 20-30 | contact@cyndeowp.com | https://cyndeowp.com/ | ||
Irvine, United States (US) | Finance and Banking Finance and Banking | 10-20 | loans@wilshirefp.com | http://www.wilshirefp.com | ||
Chicago, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@thirdwiream.com | http://thirdwiream.com | ||
Toledo, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@kmgfp.com | http://www.kmgfp.com | ||
Irvine, United States (US) | Finance and Banking Finance and Banking | 20-30 | info@americanlendingcenter.com | http://www.americanlendingcenter.com | ||
Charlotte, United States (US) | Finance and Banking Finance and Banking | 20-30 | info@algms.com | http://www.allegiancemerchantservices.com | ||
Greensboro, United States (US) | Finance and Banking Finance and Banking | 30-50 | info@trustonst.com | http://oldnorthstatetrust.com | ||
Durham, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@loanwell.com | https://loanwell.com | ||
Oak Brook, United States (US) | Finance and Banking Finance and Banking | 30-50 | contact@thunderbirdllc.com | https://thunderbirdllc.com/ | ||
Irvine, United States (US) | Finance and Banking Finance and Banking | 20-30 | info@nationalbusinessbrokers.com | http://www.nationalbusinessbrokers.com | ||
Naperville, United States (US) | Finance and Banking Finance and Banking | 30-50 | info@goqbo.com | https://goqbo.com/ | ||
Newark, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@dropp.cc | https://dropp.cc/ | ||
Irvine, United States (US) | Finance and Banking Finance and Banking | 10-20 | careers@allrisecapital.com | http://www.allrisecapital.com | ||
Saint Petersburg, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@goldenhandshakecapital.com | https://goldenhandshakecapital.com/ | ||
Chagrin Falls, United States (US) | Finance and Banking Finance and Banking | 20-30 | info@irontrax.com | http://www.irontrax.com | ||
Plano, United States (US) | Finance and Banking Finance and Banking | 20-30 | info@cmg.team | https://www.cmg.team/ | ||
Irvine, United States (US) | Finance and Banking Finance and Banking | 30-50 | info@boustead1828.com | http://www.boustead1828.com | ||
Plano, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@fursacapital.com | http://www.fursacapital.com | ||
Lincoln, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@business-plans.com | https://www.business-plans.com | ||
Tampa, Orlando, Charlotte, Charleston, Atlanta, Milwaukee, Portland, United States (US) | Finance and Banking Finance and Banking | 30-50 | info@gvalue.com | http://www.gvalue.com | ||
Jupiter, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@alarisacquisitions.com | http://www.alarisacquisitions.com | ||
Irvine, United States (US) | Finance and Banking Finance and Banking | 30-50 | info@djmfinancial.com | http://www.djmfinancial.com | ||
Jersey City, United States (US) | Finance and Banking Finance and Banking | 20-30 | clientservice@hudsonedgeip.com | http://www.hudsonedgeip.com | ||
Plano, United States (US) | Finance and Banking Finance and Banking | 20-30 | info@4hourfunding.com | https://www.4hourfunding.com/ | ||
Plano, United States (US) | Finance and Banking Finance and Banking | 30-50 | info@bvagroup.com | http://www.bvagroup.com |
50/2,666 results
Frequently asked questions
Updated 23 October 2026
What is Enterprise League?
Enterprise League is a free business directory that helps buyers find the right company by sector and country. Every company has a profile showing what it does, what it offers and how to get in touch.
Is it free to list my company?
Yes, and it stays free: no card, no paid tier. Your profile appears in search results and category pages, can show up to 20 products and services, and lets buyers message you or ask for a quote.
How does verification work, and what does it cost?
Verifying your company is free. Confirm a code we email to an address at your company’s website, or send a company registration document for our team to check, and the verified badge appears on your profile. To show the badge in the directory and search results as well, take out a subscription: the first 14 days are free, and the price is on our pricing page.
Where does the company information come from?
Most profiles are built from public sources, such as official company registers. Claim your company’s profile to correct its details and add your own.
How do I claim or correct my company’s profile?
Open your company’s profile and choose Claim Profile. If you use an email address at your company’s website, a 6-digit code makes the profile yours at once; otherwise our team reviews your request, usually within a few days. Spotted a mistake on a company that isn’t yours? Tell us through our contact page.