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.
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Finance
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ARK Funds is a leading investment firm based in St. Petersburg, Florida, specializing in disruptive innovation through Exchange Traded Funds (ETFs) and venture capital.
We empower investors to participate in the future by focusing on transformative technologies and industries. Our core mission is to deliver long-term capital appreciation by identifying and investing in the leaders and beneficiaries of innovation – a strategy rooted in our belief that innovation is fundamentally changing lives and businesses.
ARK Funds distinguishes itself through a deeply research-driven approach, leveraging our team’s expertise to uncover and capitalize on emerging trends across sectors like Artificial Intelligence, Autonomous Tech, Robotics & Energy, Multiomics & Biotech, Space & Defense, and Blockchain & Fintech. We are committed to democratizing access to innovative investment opportunities, offering a diverse range of funds designed to meet various investor needs.
Founded in 2014, ARK Funds has rapidly grown to manage billions in assets, driven by a commitment to rigorous analysis and a belief in the power of disruptive innovation to shape the global economy.
We empower investors to participate in the future by focusing on transformative technologies and industries. Our core mission is to deliver long-term capital appreciation by identifying and investing in the leaders and beneficiaries of innovation – a strategy rooted in our belief that innovation is fundamentally changing lives and businesses.
ARK Funds distinguishes itself through a deeply research-driven approach, leveraging our team’s expertise to uncover and capitalize on emerging trends across sectors like Artificial Intelligence, Autonomous Tech, Robotics & Energy, Multiomics & Biotech, Space & Defense, and Blockchain & Fintech. We are committed to democratizing access to innovative investment opportunities, offering a diverse range of funds designed to meet various investor needs.
Founded in 2014, ARK Funds has rapidly grown to manage billions in assets, driven by a commitment to rigorous analysis and a belief in the power of disruptive innovation to shape the global economy.
Finance
Financial Services
BBIF is a leading Orlando, Florida-based Community Development Financial Institution (CDFI) dedicated to empowering Black and minority-owned businesses. For over 35 years, we’ve been providing crucial loan capital, alongside business development training and consulting services, to entrepreneurs across Central Florida.
We serve a vital role in strengthening local economies by connecting businesses with the resources they need to thrive. BBIF’s impact extends beyond simple lending; we invest in economic development projects that stabilize neighborhoods and create jobs, fostering generational and community wealth.
What sets BBIF apart is our commitment to equitable access to capital and our deep understanding of the unique challenges faced by minority-owned businesses. We’re proud to be a trusted partner in their success, driving innovation and growth within our communities.
We serve a vital role in strengthening local economies by connecting businesses with the resources they need to thrive. BBIF’s impact extends beyond simple lending; we invest in economic development projects that stabilize neighborhoods and create jobs, fostering generational and community wealth.
What sets BBIF apart is our commitment to equitable access to capital and our deep understanding of the unique challenges faced by minority-owned businesses. We’re proud to be a trusted partner in their success, driving innovation and growth within our communities.
Finance
Financial Services
SD Bullion is a leading precious metals dealer based in Toledo, Ohio, specializing in the secure and reliable sale of gold, silver, platinum, and copper bullion coins and bars.
For over a decade, SD Bullion has been dedicated to providing investors and collectors with the lowest prices guaranteed on a wide selection of precious metals, including US Silver Eagles, Canadian Maple Leafs, Junk Silver, and various international coins and bars.
We pride ourselves on our commitment to exceptional customer service and fast, free shipping, making SD Bullion a trusted partner for those seeking to diversify their portfolios or invest in tangible assets. We’ve shipped over 1,500,000 orders and generated over $4 Billion in revenue, and have been recognized as a top 100 online retailer by Digital Commerce 360.
For over a decade, SD Bullion has been dedicated to providing investors and collectors with the lowest prices guaranteed on a wide selection of precious metals, including US Silver Eagles, Canadian Maple Leafs, Junk Silver, and various international coins and bars.
We pride ourselves on our commitment to exceptional customer service and fast, free shipping, making SD Bullion a trusted partner for those seeking to diversify their portfolios or invest in tangible assets. We’ve shipped over 1,500,000 orders and generated over $4 Billion in revenue, and have been recognized as a top 100 online retailer by Digital Commerce 360.
Finance
Financial Services
CB Prime is a London-based prime brokerage platform for institutions and crypto private wealth.
We provide a fully integrated solution encompassing custody, trading, financing, and staking of digital assets, combining institutional-grade services with robust infrastructure.
CB Prime differentiates itself through its unified operating system, offering a single platform for execution, financing, custody, and risk management, designed to reduce fragmentation and unlock capital for institutional investors. We are a qualified custodian, maintaining SOC 1 & 2 audits and operating under MiCA regulation, providing a secure and compliant environment for digital asset management.
CB Prime supports a wide range of assets and trading strategies, including spot and derivatives, with access to global liquidity and advanced order types. We’ve been operating for 13 years and manage 12% of the global crypto market cap under custody, supporting over 275 tradeable assets and 24/7 derivatives trading across 15 US perpetual-style futures.
We provide a fully integrated solution encompassing custody, trading, financing, and staking of digital assets, combining institutional-grade services with robust infrastructure.
CB Prime differentiates itself through its unified operating system, offering a single platform for execution, financing, custody, and risk management, designed to reduce fragmentation and unlock capital for institutional investors. We are a qualified custodian, maintaining SOC 1 & 2 audits and operating under MiCA regulation, providing a secure and compliant environment for digital asset management.
CB Prime supports a wide range of assets and trading strategies, including spot and derivatives, with access to global liquidity and advanced order types. We’ve been operating for 13 years and manage 12% of the global crypto market cap under custody, supporting over 275 tradeable assets and 24/7 derivatives trading across 15 US perpetual-style futures.
Finance
Financial Services
Capital CS Group is a California-based wealth management firm specializing in investment advisory services for HOAs, business owners, and corporate executives.
We guide our clients on their financial journey through a team-based, goal-focused approach, leveraging over 28 years of industry experience. Our expertise extends to concentrated stock strategies, options trading, and specialized investment management solutions, particularly for those with complex stock plans, such as executives at companies like UPS, Johnson & Johnson, and Kraft Heinz.
At Capital CS Group, we are committed to providing exceptional service, with frequent communication, availability, and proactive problem-solving to ensure a seamless client experience. Our proprietary technology, ‘HOA Invest,’ streamlines investment management for community associations, enhancing transparency and accountability. We operate as a fiduciary, prioritizing your best interests and offering unbiased, data-driven advice.
We guide our clients on their financial journey through a team-based, goal-focused approach, leveraging over 28 years of industry experience. Our expertise extends to concentrated stock strategies, options trading, and specialized investment management solutions, particularly for those with complex stock plans, such as executives at companies like UPS, Johnson & Johnson, and Kraft Heinz.
At Capital CS Group, we are committed to providing exceptional service, with frequent communication, availability, and proactive problem-solving to ensure a seamless client experience. Our proprietary technology, ‘HOA Invest,’ streamlines investment management for community associations, enhancing transparency and accountability. We operate as a fiduciary, prioritizing your best interests and offering unbiased, data-driven advice.
Finance
Financial Services
ModoPayments is a US-based, privately held payment orchestration platform provider in Plano, Texas. We transform payments for Fortune 500 companies by leveraging AI and orchestration to deliver unparalleled performance and resilience.
ModoPayments serves leading enterprises seeking to reduce payments risk, lower fees, and dramatically boost success rates. Our core offering, ModoPOP, acts as a strategic payments infrastructure, delivering AI-driven routing and provider flexibility without disrupting existing systems.
What sets ModoPayments apart is our commitment to operational efficiency and revenue protection. We provide a platform that seamlessly integrates into your current flows, offering visibility and control over every transaction, while retaining existing payment processing relationships. We’re built for AI, with our COIN® ledger providing the governance and controls that give intelligent systems a safe surface to interact with your payment stack.
Since 2010, ModoPayments has been dedicated to revolutionizing the payments landscape, helping businesses achieve excellence through orchestrated payments.
ModoPayments serves leading enterprises seeking to reduce payments risk, lower fees, and dramatically boost success rates. Our core offering, ModoPOP, acts as a strategic payments infrastructure, delivering AI-driven routing and provider flexibility without disrupting existing systems.
What sets ModoPayments apart is our commitment to operational efficiency and revenue protection. We provide a platform that seamlessly integrates into your current flows, offering visibility and control over every transaction, while retaining existing payment processing relationships. We’re built for AI, with our COIN® ledger providing the governance and controls that give intelligent systems a safe surface to interact with your payment stack.
Since 2010, ModoPayments has been dedicated to revolutionizing the payments landscape, helping businesses achieve excellence through orchestrated payments.
Finance
Financial Services
Belay Global Partners is a leading SPAC platform company based in Irvine, California, specializing in facilitating efficient and disciplined transitions for companies seeking a public listing.
We provide a smarter alternative to traditional IPOs by leveraging a SPAC model, offering select companies enhanced liquidity, capital access, and credibility.
Belay Global combines expert advisory services with committed capital and hands-on support, guiding companies through every stage – from initial structure and valuation to post-transaction liquidity building in the secondary markets. Our focus is on helping visionary founders unlock growth and become industry leaders.
Founded in 2020, Belay Global Partners currently employs 13 professionals and operates through McKinley Acquisition Company, actively seeking innovative companies for strategic partnerships.
We provide a smarter alternative to traditional IPOs by leveraging a SPAC model, offering select companies enhanced liquidity, capital access, and credibility.
Belay Global combines expert advisory services with committed capital and hands-on support, guiding companies through every stage – from initial structure and valuation to post-transaction liquidity building in the secondary markets. Our focus is on helping visionary founders unlock growth and become industry leaders.
Founded in 2020, Belay Global Partners currently employs 13 professionals and operates through McKinley Acquisition Company, actively seeking innovative companies for strategic partnerships.
Finance
Financial Services
Sharp Financial is a leading integrated financial management firm based in Horsham, Pennsylvania.
We partner with business owners, individuals, families, and family offices to achieve extraordinary outcomes through a holistic approach. Our team combines business strategy, accounting & tax, investment banking, wealth management, and family office services, delivering tailored solutions designed to unlock new possibilities and avoid missed opportunities.
For over 30 years, Sharp Financial has built a reputation for pioneering integrated financial management, fostering seamless collaboration, and prioritizing the long-term success of our clients. We’re committed to optimizing results for your future, with integrity in every interaction. Business Strategy, Accounting & Tax, Wealth Management, and Investment Banking are at the core of our service offerings.
We partner with business owners, individuals, families, and family offices to achieve extraordinary outcomes through a holistic approach. Our team combines business strategy, accounting & tax, investment banking, wealth management, and family office services, delivering tailored solutions designed to unlock new possibilities and avoid missed opportunities.
For over 30 years, Sharp Financial has built a reputation for pioneering integrated financial management, fostering seamless collaboration, and prioritizing the long-term success of our clients. We’re committed to optimizing results for your future, with integrity in every interaction. Business Strategy, Accounting & Tax, Wealth Management, and Investment Banking are at the core of our service offerings.
Finance
Financial Services
GoldState Music is a West Palm Beach, Florida-based private investment firm specializing in the music sector.
We focus on acquiring and growing music rights – including master recordings, publishing rights, and royalties – as well as investing in music-oriented companies with strong growth potential. Our team leverages deep industry expertise to identify opportunities and drive strategic growth.
GoldState Music’s approach centers on active management and strategic partnerships, providing unparalleled access and support to our portfolio companies. We are dedicated to fostering innovation and success within the dynamic world of music investment.
Founded in 2022 by industry veteran Charles Goldstuck, GoldState Music has quickly established itself as a key player in the music investment landscape, facilitating significant growth and expansion for artists and music businesses alike.
We focus on acquiring and growing music rights – including master recordings, publishing rights, and royalties – as well as investing in music-oriented companies with strong growth potential. Our team leverages deep industry expertise to identify opportunities and drive strategic growth.
GoldState Music’s approach centers on active management and strategic partnerships, providing unparalleled access and support to our portfolio companies. We are dedicated to fostering innovation and success within the dynamic world of music investment.
Founded in 2022 by industry veteran Charles Goldstuck, GoldState Music has quickly established itself as a key player in the music investment landscape, facilitating significant growth and expansion for artists and music businesses alike.
Finance
Financial Services
Intrinio is a St. Petersburg, Florida-based financial data API provider, specializing in real-time data solutions for fintech companies, hedge funds, and institutional investors.
We empower developers and engineers to build innovative financial applications by offering a comprehensive suite of data feeds, including fundamentals, stock prices, options data, and news. Intrinio delivers standardized and as-reported financial statement data, alongside real-time market data and alternative data sources, all accessible through a powerful API.
Founded in 2010, Intrinio has grown to serve a diverse clientele, providing reliable and accessible financial intelligence. Our commitment to accuracy and developer-friendly tools makes us a trusted partner in the rapidly evolving fintech landscape. We offer a range of products, including 15-Min Delayed SIP, Real-Time Options, and US EOD Index Levels, alongside robust ESG data and mutual fund information.
We empower developers and engineers to build innovative financial applications by offering a comprehensive suite of data feeds, including fundamentals, stock prices, options data, and news. Intrinio delivers standardized and as-reported financial statement data, alongside real-time market data and alternative data sources, all accessible through a powerful API.
Founded in 2010, Intrinio has grown to serve a diverse clientele, providing reliable and accessible financial intelligence. Our commitment to accuracy and developer-friendly tools makes us a trusted partner in the rapidly evolving fintech landscape. We offer a range of products, including 15-Min Delayed SIP, Real-Time Options, and US EOD Index Levels, alongside robust ESG data and mutual fund information.
Finance
Financial Services
Property Tax Partners is a Houston-based property tax consulting firm specializing in maximizing savings for commercial and industrial properties across Texas and beyond.
We provide comprehensive services, including property tax assessment reviews, appeals and negotiations, compliance assistance, and strategic planning, helping clients navigate complex regulations and minimize their tax liabilities.
What sets Property Tax Partners apart is our deep industry expertise – with over 25 years of experience – and our client-first approach, delivering tailored solutions and demonstrable results. We’ve helped clients secure over $1 billion in property tax savings.
Our team of experienced professionals works closely with clients to understand their unique needs and develop proactive strategies to optimize their property tax position. We are committed to providing exceptional service and achieving the best possible outcomes for our clients.
We provide comprehensive services, including property tax assessment reviews, appeals and negotiations, compliance assistance, and strategic planning, helping clients navigate complex regulations and minimize their tax liabilities.
What sets Property Tax Partners apart is our deep industry expertise – with over 25 years of experience – and our client-first approach, delivering tailored solutions and demonstrable results. We’ve helped clients secure over $1 billion in property tax savings.
Our team of experienced professionals works closely with clients to understand their unique needs and develop proactive strategies to optimize their property tax position. We are committed to providing exceptional service and achieving the best possible outcomes for our clients.
Finance
Financial Services
RLH Equity Partners is a Los Angeles-based private equity firm specializing in investing in high-growth, technology-driven services firms.
We partner with passionate entrepreneurs leading uniquely positioned B2B enterprises, focusing on sectors experiencing macro changes like technology, healthcare, and regulatory shifts.
RLH provides strategic and operational guidance, blending high-touch expertise with technological innovation to support rapid organic growth and preserve company culture.
With over 40 years of experience and managing over $1 billion in assets, RLH Equity Partners delivers measurable impact, having facilitated $4.2 billion in exit values for its portfolio companies.
We partner with passionate entrepreneurs leading uniquely positioned B2B enterprises, focusing on sectors experiencing macro changes like technology, healthcare, and regulatory shifts.
RLH provides strategic and operational guidance, blending high-touch expertise with technological innovation to support rapid organic growth and preserve company culture.
With over 40 years of experience and managing over $1 billion in assets, RLH Equity Partners delivers measurable impact, having facilitated $4.2 billion in exit values for its portfolio companies.
Finance
Financial Services
Risk Management Advisors is a leading national firm specializing in the design, implementation, and management of Captive Insurance Companies, based in Irvine, California.
We help businesses secure their financial future with tailored solutions and cost-effective coverage, offering expertise in Captive Insurance Formation, Management, and Feasibility Analysis.
Risk Management Advisors distinguishes itself through a dedicated, experienced risk management consultant partnership and a holistic, multi-faceted strategy, providing comprehensive guidance from initial feasibility to ongoing operational oversight. Founded in 2004, we’ve supported over 50 clients in establishing and managing successful captive insurance programs.
We help businesses secure their financial future with tailored solutions and cost-effective coverage, offering expertise in Captive Insurance Formation, Management, and Feasibility Analysis.
Risk Management Advisors distinguishes itself through a dedicated, experienced risk management consultant partnership and a holistic, multi-faceted strategy, providing comprehensive guidance from initial feasibility to ongoing operational oversight. Founded in 2004, we’ve supported over 50 clients in establishing and managing successful captive insurance programs.
Finance
Financial Services
MAZO Capital Solutions is a trusted commercial finance company based in Irvine, California, providing fast and flexible equipment financing and access to capital for growing businesses and their partners. With nearly one hundred years of collective experience, our team of experts delivers tailored solutions across the nation.
We specialize in empowering entrepreneurs and supporting businesses of all sizes, offering a comprehensive suite of financing options including equipment financing, business loans, working capital, and franchise financing.
MAZO™ Capital Solutions distinguishes itself through its commitment to exceptional service, digital financing tools, and a dedication to fueling America’s entrepreneurial spirit. We prioritize building strong, lasting partnerships with our clients, ensuring they have the resources they need to thrive.
Our experienced team is proud to partner with small businesses across the country and provide the highest level of service every step of the way.
We specialize in empowering entrepreneurs and supporting businesses of all sizes, offering a comprehensive suite of financing options including equipment financing, business loans, working capital, and franchise financing.
MAZO™ Capital Solutions distinguishes itself through its commitment to exceptional service, digital financing tools, and a dedication to fueling America’s entrepreneurial spirit. We prioritize building strong, lasting partnerships with our clients, ensuring they have the resources they need to thrive.
Our experienced team is proud to partner with small businesses across the country and provide the highest level of service every step of the way.
Finance
Financial Services
HOA Invest & 1120 Invest is a California-based investment management firm specializing in providing secure and compliant investment solutions for homeowner associations, master associations, and other community organizations.
We streamline the complex process of managing HOA reserves and replacement funds, offering a comprehensive platform built on our patented technology. Our goal is to simplify investment oversight, enhance transparency, and ensure long-term financial stability for your community.
Backed by over 25 years of combined investment advisory experience and a team of fiduciary-licensed professionals, HOA Invest delivers tailored strategies, proactive monitoring, and expert recommendations – all designed to help you confidently manage your community’s finances. We operate with a commitment to regulatory compliance and utilize industry-leading custodians like Charles Schwab Institutional and Fidelity Institutional to safeguard your assets.
HOA Invest is dedicated to helping communities thrive, one investment at a time.
We streamline the complex process of managing HOA reserves and replacement funds, offering a comprehensive platform built on our patented technology. Our goal is to simplify investment oversight, enhance transparency, and ensure long-term financial stability for your community.
Backed by over 25 years of combined investment advisory experience and a team of fiduciary-licensed professionals, HOA Invest delivers tailored strategies, proactive monitoring, and expert recommendations – all designed to help you confidently manage your community’s finances. We operate with a commitment to regulatory compliance and utilize industry-leading custodians like Charles Schwab Institutional and Fidelity Institutional to safeguard your assets.
HOA Invest is dedicated to helping communities thrive, one investment at a time.
Finance
Financial Services
Traders Agency is a leading financial publishing company based in Orlando, Florida, dedicated to providing comprehensive stock market analysis and trade alerts. Since 2018, we’ve empowered tens of thousands of traders with our daily research, expert insights, and educational resources.
We cater to both novice and experienced investors, offering a structured learning path through our Academy and a vibrant community of over 50,000 traders.
Traders Agency distinguishes itself through its commitment to delivering actionable intelligence, combining expert research, real-time trade alerts, and a supportive network to help traders achieve their financial goals. Our YouTube channel, featuring Ross Givens, provides valuable educational content and market commentary.
We currently serve over 2,600 active members across our Discord community and boast 48.9K subscribers on our YouTube channel.
We cater to both novice and experienced investors, offering a structured learning path through our Academy and a vibrant community of over 50,000 traders.
Traders Agency distinguishes itself through its commitment to delivering actionable intelligence, combining expert research, real-time trade alerts, and a supportive network to help traders achieve their financial goals. Our YouTube channel, featuring Ross Givens, provides valuable educational content and market commentary.
We currently serve over 2,600 active members across our Discord community and boast 48.9K subscribers on our YouTube channel.
Finance
Financial Services
Copper Canyon LLC is a registered investment advisor and boutique firm based in Orlando, Florida, providing tailored investment management services.
We specialize in active portfolio management, catering to individual investors seeking personalized financial guidance. Our approach centers on understanding your unique financial goals, risk tolerance, and long-term aspirations.
As a 100% fiduciary fee-only firm, we prioritize your best interests above all else, ensuring complete transparency and aligning our incentives with yours. We maintain an independent custodian relationship with Interactive Brokers and Charles Schwab, allowing clients to choose their preferred brokerage service and pay advisory fees directly from their accounts.
Copper Canyon LLC is committed to delivering comprehensive financial solutions, including portfolio management, risk management, and strategic planning, all designed to help you achieve your wealth objectives with confidence.
We specialize in active portfolio management, catering to individual investors seeking personalized financial guidance. Our approach centers on understanding your unique financial goals, risk tolerance, and long-term aspirations.
As a 100% fiduciary fee-only firm, we prioritize your best interests above all else, ensuring complete transparency and aligning our incentives with yours. We maintain an independent custodian relationship with Interactive Brokers and Charles Schwab, allowing clients to choose their preferred brokerage service and pay advisory fees directly from their accounts.
Copper Canyon LLC is committed to delivering comprehensive financial solutions, including portfolio management, risk management, and strategic planning, all designed to help you achieve your wealth objectives with confidence.
Finance
Financial Services
LincOne Federal Credit Union is a community-focused financial cooperative based in Lincoln, Nebraska, dedicated to providing exceptional banking services to its members.
We serve the residents and businesses of Lancaster County, Nebraska, offering a wide range of financial products and services designed to help them achieve their financial goals. From auto loans and mortgages to checking and savings accounts, we’re committed to making banking easy and accessible.
What distinguishes LincOne is our commitment to member ownership and personalized service. As a not-for-profit credit union, we prioritize our members’ financial well-being, offering competitive rates and building long-term relationships. We’re proud to be a local institution, keeping money local and supporting our community.
Founded in 1955, LincOne has a rich history of serving the financial needs of Lincoln residents. With a team of dedicated professionals and five convenient branch locations, we’re here to help you every step of the way.
We serve the residents and businesses of Lancaster County, Nebraska, offering a wide range of financial products and services designed to help them achieve their financial goals. From auto loans and mortgages to checking and savings accounts, we’re committed to making banking easy and accessible.
What distinguishes LincOne is our commitment to member ownership and personalized service. As a not-for-profit credit union, we prioritize our members’ financial well-being, offering competitive rates and building long-term relationships. We’re proud to be a local institution, keeping money local and supporting our community.
Founded in 1955, LincOne has a rich history of serving the financial needs of Lincoln residents. With a team of dedicated professionals and five convenient branch locations, we’re here to help you every step of the way.
Finance
Financial Services
Clear Mortgage Capital is a leading mortgage lender based in Irvine, California, dedicated to simplifying the homeownership process for Americans.
We specialize in providing hassle-free digital mortgage solutions, offering a streamlined experience backed by exceptional customer service. Our goal is to make buying or refinancing a home accessible and straightforward for everyone.
What sets Clear Mortgage Capital apart is our commitment to transparency, utilizing a fully digital process that minimizes paperwork and maximizes convenience. We offer a wide range of loan options, including Conventional, FHA, DSCR, VA, Jumbo, and Bank Statement Loans, ensuring we have a tailored solution for every borrower’s needs. We’re proud to be backed by top-tier lenders and our team of experienced mortgage professionals, Adam Sage, Chuck La Flair, Deborah Gutierrez, and Edgar E. B. Sarmiento, are here to guide you every step of the way.
We are committed to providing a stress-free and efficient mortgage experience, helping you achieve your homeownership dreams with confidence.
We specialize in providing hassle-free digital mortgage solutions, offering a streamlined experience backed by exceptional customer service. Our goal is to make buying or refinancing a home accessible and straightforward for everyone.
What sets Clear Mortgage Capital apart is our commitment to transparency, utilizing a fully digital process that minimizes paperwork and maximizes convenience. We offer a wide range of loan options, including Conventional, FHA, DSCR, VA, Jumbo, and Bank Statement Loans, ensuring we have a tailored solution for every borrower’s needs. We’re proud to be backed by top-tier lenders and our team of experienced mortgage professionals, Adam Sage, Chuck La Flair, Deborah Gutierrez, and Edgar E. B. Sarmiento, are here to guide you every step of the way.
We are committed to providing a stress-free and efficient mortgage experience, helping you achieve your homeownership dreams with confidence.
Finance
Financial Services
Covet is an Irvine, California-based AI-powered asset management and estate planning platform. We help individuals and families organize, value, and secure all their personal assets – from real estate and investments to collectibles and cryptocurrencies – with an intuitive digital vault.
Covet leverages AI to automatically catalog assets, track value trends, and generate estate documents, simplifying the often complex process of estate planning. Our platform provides a secure and transparent view of your entire financial picture, allowing you to share it with loved ones with ease.
Built on a foundation of trust and security, Covet is SOC2 Type II certified and employs bank-level encryption to protect your data. We’re dedicated to providing a modern, accessible solution for managing your assets and planning for the future, empowering you to Covet the life you’re building.
Covet leverages AI to automatically catalog assets, track value trends, and generate estate documents, simplifying the often complex process of estate planning. Our platform provides a secure and transparent view of your entire financial picture, allowing you to share it with loved ones with ease.
Built on a foundation of trust and security, Covet is SOC2 Type II certified and employs bank-level encryption to protect your data. We’re dedicated to providing a modern, accessible solution for managing your assets and planning for the future, empowering you to Covet the life you’re building.
Finance
Financial Services
uDirect IRA Services is a US-based financial services provider specializing in self-directed IRA solutions, located in Irvine, California.
We empower individuals, particularly real estate investors, to take control of their retirement savings and invest outside the traditional stock market. Our core service is facilitating the creation and management of self-directed IRAs, allowing investors to allocate assets to diverse options such as real estate, precious metals, cryptocurrencies, and private equity.
What sets uDirect IRA Services apart is our commitment to providing comprehensive support and education, guiding clients through the complexities of self-directed investing and ensuring compliance with all relevant regulations. We act as an independent administrator, executing investment decisions dictated by our clients, offering a secure and flexible path to retirement wealth building.
Founded in 2009, uDirect IRA Services has grown to serve a diverse clientele, offering a range of IRA account types including Traditional, Roth, SEP, SIMPLE, and Solo 401(k)s. We are dedicated to helping our clients achieve their financial goals through strategic self-directed retirement planning.
We empower individuals, particularly real estate investors, to take control of their retirement savings and invest outside the traditional stock market. Our core service is facilitating the creation and management of self-directed IRAs, allowing investors to allocate assets to diverse options such as real estate, precious metals, cryptocurrencies, and private equity.
What sets uDirect IRA Services apart is our commitment to providing comprehensive support and education, guiding clients through the complexities of self-directed investing and ensuring compliance with all relevant regulations. We act as an independent administrator, executing investment decisions dictated by our clients, offering a secure and flexible path to retirement wealth building.
Founded in 2009, uDirect IRA Services has grown to serve a diverse clientele, offering a range of IRA account types including Traditional, Roth, SEP, SIMPLE, and Solo 401(k)s. We are dedicated to helping our clients achieve their financial goals through strategic self-directed retirement planning.
Finance
Financial Services
CashRepublic is a leading financial technology company based in Orlando, Florida, dedicated to providing individuals and small businesses with a transparent and accessible financial experience.
We empower customers with instant access to their money, zero commitment agreements, and low fees, democratizing access to financial services. Our platform combines the convenience of digital payments with the personalized guidance of traditional banking, offering a truly unique solution.
CashRepublic leverages the power of fintech to simplify financial management, integrating services like visa and western union alongside traditional check cashing. We are committed to putting customers in full control of their financial lives, fostering financial freedom and security.
Founded in 2020, CashRepublic currently employs 13 people and is rapidly expanding its reach across Florida and beyond.
We empower customers with instant access to their money, zero commitment agreements, and low fees, democratizing access to financial services. Our platform combines the convenience of digital payments with the personalized guidance of traditional banking, offering a truly unique solution.
CashRepublic leverages the power of fintech to simplify financial management, integrating services like visa and western union alongside traditional check cashing. We are committed to putting customers in full control of their financial lives, fostering financial freedom and security.
Founded in 2020, CashRepublic currently employs 13 people and is rapidly expanding its reach across Florida and beyond.
Finance
Financial Services
FXSpotStream LLC is a leading provider of multibank FX and Precious Metals price streaming services, headquartered in Jersey City, New Jersey.
We connect price takers – primarily institutional traders – with liquidity from 19 global FX banks via a single, cost-free API or GUI. Our platform streamlines the process of accessing real-time pricing, eliminating the need to manage multiple connections and reducing operational complexity.
FXSpotStream operates as a market utility, providing the essential infrastructure that supports efficient and transparent trading in FX Spot, Forwards, Swaps, NDF/NDS, and Precious Metals. We offer both API and GUI access, along with advanced analytics and dedicated support, empowering our clients to make informed trading decisions. Our global presence, with offices in New Jersey, London, Amsterdam, and Tokyo, ensures reliable service and localized support for our international client base.
We connect price takers – primarily institutional traders – with liquidity from 19 global FX banks via a single, cost-free API or GUI. Our platform streamlines the process of accessing real-time pricing, eliminating the need to manage multiple connections and reducing operational complexity.
FXSpotStream operates as a market utility, providing the essential infrastructure that supports efficient and transparent trading in FX Spot, Forwards, Swaps, NDF/NDS, and Precious Metals. We offer both API and GUI access, along with advanced analytics and dedicated support, empowering our clients to make informed trading decisions. Our global presence, with offices in New Jersey, London, Amsterdam, and Tokyo, ensures reliable service and localized support for our international client base.
Finance
Financial Services
Magnolia Hill Partners is a Florida-based Family Office specializing in high-barrier investments, particularly in commercial real estate and private equity related to professional sports.
We redefine the Family Office model by carefully vetting exclusive opportunities, fostering long-term partnerships, and consistently delivering exceptional returns for our Family Office, UHNW, and Institutional co-investors.
Our focus on regenerative real estate, unique activation, and experience, capitalizing on mixed-use synergies, diversified return streams, and limited supply against high demand, positions us as a leader in strategic asset allocation. We leverage decades of trusted relationships and deep industry expertise to navigate complex markets and deliver impactful results.
We are committed to pioneering innovative strategies that drive sustainable growth and exceptional outcomes, partnering with founders and family-owned businesses to navigate pivotal moments—whether that’s a full sale, recapitalization, or growth investment.
We redefine the Family Office model by carefully vetting exclusive opportunities, fostering long-term partnerships, and consistently delivering exceptional returns for our Family Office, UHNW, and Institutional co-investors.
Our focus on regenerative real estate, unique activation, and experience, capitalizing on mixed-use synergies, diversified return streams, and limited supply against high demand, positions us as a leader in strategic asset allocation. We leverage decades of trusted relationships and deep industry expertise to navigate complex markets and deliver impactful results.
We are committed to pioneering innovative strategies that drive sustainable growth and exceptional outcomes, partnering with founders and family-owned businesses to navigate pivotal moments—whether that’s a full sale, recapitalization, or growth investment.
Finance
Financial Services
Oechsli is a Greensboro, North Carolina-based marketing and coaching firm specializing in helping financial advisors grow their practices. Since 1978, we’ve partnered with advisors and firms across the US, providing a unique blend of training and digital marketing solutions.
We understand the challenges faced by today’s affluent clients and the need for advisors to differentiate themselves. Our approach is rooted in extensive research into advisor behavior and client preferences, driving both our traditional coaching and our innovative digital strategies.
Oechsli offers a comprehensive suite of services, including social content creation, video production, website design, and targeted advertising campaigns. We empower advisors to build stronger relationships, attract new clients, and ultimately, achieve sustainable growth.
With decades of experience and a commitment to delivering measurable results, Oechsli is a trusted partner for financial professionals seeking to thrive in a competitive landscape.
We understand the challenges faced by today’s affluent clients and the need for advisors to differentiate themselves. Our approach is rooted in extensive research into advisor behavior and client preferences, driving both our traditional coaching and our innovative digital strategies.
Oechsli offers a comprehensive suite of services, including social content creation, video production, website design, and targeted advertising campaigns. We empower advisors to build stronger relationships, attract new clients, and ultimately, achieve sustainable growth.
With decades of experience and a commitment to delivering measurable results, Oechsli is a trusted partner for financial professionals seeking to thrive in a competitive landscape.
Finance
Financial Services
SKUx is a St Petersburg, Florida-based fintech company revolutionizing commerce by transforming disconnected payment systems into strategic growth opportunities.
We empower brands, merchants, and payment networks with our multi-patented platform and proprietary SKUPay® technology, enabling item-level acceptance and fostering stronger collaboration. SKUx addresses long-standing customer friction, boosting revenue and strengthening partnerships by aligning promotions and payments.
What sets SKUx apart is our personalized, secure, and future-proof approach to digital promotions and payments, delivering value exactly where customers need it most. We’re committed to driving measurable results and transforming every transaction into a seamless, rewarding experience.
We empower brands, merchants, and payment networks with our multi-patented platform and proprietary SKUPay® technology, enabling item-level acceptance and fostering stronger collaboration. SKUx addresses long-standing customer friction, boosting revenue and strengthening partnerships by aligning promotions and payments.
What sets SKUx apart is our personalized, secure, and future-proof approach to digital promotions and payments, delivering value exactly where customers need it most. We’re committed to driving measurable results and transforming every transaction into a seamless, rewarding experience.
Finance
Financial Services
Oxford Advisory Group is a leading retirement planning and wealth management firm based in Orlando, Florida. We specialize in providing comprehensive financial solutions for pre-retirees and retirees, helping them build secure and fulfilling retirement years.
Our team of experienced advisors focuses on understanding each client’s unique circumstances and goals, crafting personalized strategies for income planning, investment management, and estate preservation. We prioritize building long-term relationships based on trust and transparency.
What sets Oxford Advisory Group apart is our commitment to family-focused service and our deep understanding of the Florida market. We’re dedicated to guiding our clients through every stage of retirement, ensuring they achieve their financial aspirations and enjoy a comfortable future. We offer a range of services including retirement tax planning, social security optimization, and estate planning to help you make the most of your retirement savings.
Our team of experienced advisors focuses on understanding each client’s unique circumstances and goals, crafting personalized strategies for income planning, investment management, and estate preservation. We prioritize building long-term relationships based on trust and transparency.
What sets Oxford Advisory Group apart is our commitment to family-focused service and our deep understanding of the Florida market. We’re dedicated to guiding our clients through every stage of retirement, ensuring they achieve their financial aspirations and enjoy a comfortable future. We offer a range of services including retirement tax planning, social security optimization, and estate planning to help you make the most of your retirement savings.
Finance
Financial Services
Ambassador Enterprises, LLC is a Fort Wayne, Indiana-based investment firm dedicated to creating lasting legacy impact. We bring together responsible capitalism and prudent philanthropy to build better communities for time and eternity.
As a missionally-aligned team, we seek to partner with visionary leaders and organizations to discover, develop, and support growth platforms to catalyze positive change for a better future.
Our approach centers on investing for three returns – financial, cultural, and eternal – alongside our partners, fostering relationships rooted in trust and a shared vision for positive impact. We are a community of professionals passionate about partnering for financial, cultural, and eternal impact.
As a missionally-aligned team, we seek to partner with visionary leaders and organizations to discover, develop, and support growth platforms to catalyze positive change for a better future.
Our approach centers on investing for three returns – financial, cultural, and eternal – alongside our partners, fostering relationships rooted in trust and a shared vision for positive impact. We are a community of professionals passionate about partnering for financial, cultural, and eternal impact.
Finance
Financial Services
Ncentiva is a US-based digital gift card solutions provider, headquartered in Plano, Texas. We empower businesses to elevate customer loyalty, drive revenue, and streamline operations through our innovative platform.
Ncentiva transforms how companies leverage gift cards, offering access to over 4000 digital gift card brands across diverse industries and currencies. We provide comprehensive solutions including Payouts, Global Supply, and expert consulting services, helping businesses create impactful incentive, loyalty, and rewards programs.
What sets Ncentiva apart is our commitment to sustainable practices, eliminating the need for physical production and shipping, and our focus on delivering a user-centric experience for both businesses and consumers. We combine advanced technology with personalized support to deliver measurable results and stay ahead in a competitive market.
Ncentiva transforms how companies leverage gift cards, offering access to over 4000 digital gift card brands across diverse industries and currencies. We provide comprehensive solutions including Payouts, Global Supply, and expert consulting services, helping businesses create impactful incentive, loyalty, and rewards programs.
What sets Ncentiva apart is our commitment to sustainable practices, eliminating the need for physical production and shipping, and our focus on delivering a user-centric experience for both businesses and consumers. We combine advanced technology with personalized support to deliver measurable results and stay ahead in a competitive market.
Finance
Financial Services
Aptys Solutions is a Plano, Texas-based fintech payments partner specializing in ACH, wires, checks, FedNow®, and RTP solutions for financial institutions.
We empower community financial institutions and corporate credit unions with a comprehensive suite of multi-rail payment services, streamlining operations and reducing costs. Our platform connects to almost 70% of all bankers’ banks and corporate credit unions, providing a single, scalable solution for managing diverse payment channels.
Aptys’ innovative approach, combined with decades of payments experience, enables financial institutions to embrace real-time payments, enhance customer satisfaction, and future-proof their operations. We’re a leader in the FedNow® ecosystem, helping our clients deliver instant payment experiences to their customers. FedNow®, Moli, PayLOGICS
We empower community financial institutions and corporate credit unions with a comprehensive suite of multi-rail payment services, streamlining operations and reducing costs. Our platform connects to almost 70% of all bankers’ banks and corporate credit unions, providing a single, scalable solution for managing diverse payment channels.
Aptys’ innovative approach, combined with decades of payments experience, enables financial institutions to embrace real-time payments, enhance customer satisfaction, and future-proof their operations. We’re a leader in the FedNow® ecosystem, helping our clients deliver instant payment experiences to their customers. FedNow®, Moli, PayLOGICS
Finance
Financial Services
qplum is a New Jersey-based online investment advisory firm specializing in A.I.-powered portfolio management.
We provide dynamic investment plans, incorporating risk management and algorithmic execution, to help individuals and institutions achieve their financial goals. Our approach leverages machine learning to deliver affordable alpha and optimize investment strategies.
qplum caters to a diverse clientele, including retirement planning, IRA accounts, 401k rollovers, and personal investment accounts, offering a personalized and data-driven investment experience. We are dedicated to transforming investing into a science, not a game, and providing a dedicated team to guide clients through life’s important events.
Founded in 2014, qplum has rapidly grown to serve a growing number of clients, including Family Offices, Endowment Funds, and Pension Funds, utilizing Smart Portfolios and Tax Loss Harvesting techniques.
We provide dynamic investment plans, incorporating risk management and algorithmic execution, to help individuals and institutions achieve their financial goals. Our approach leverages machine learning to deliver affordable alpha and optimize investment strategies.
qplum caters to a diverse clientele, including retirement planning, IRA accounts, 401k rollovers, and personal investment accounts, offering a personalized and data-driven investment experience. We are dedicated to transforming investing into a science, not a game, and providing a dedicated team to guide clients through life’s important events.
Founded in 2014, qplum has rapidly grown to serve a growing number of clients, including Family Offices, Endowment Funds, and Pension Funds, utilizing Smart Portfolios and Tax Loss Harvesting techniques.
Finance
Financial Services
Algebrik AI is a New York City-based, cloud-native AI-powered digital-era Loan Origination System (LOS) company. We’re revolutionizing the lending process with our innovative platform, Algebrik ONE, designed to streamline workflows and deliver exceptional borrower experiences.
Algebrik AI serves credit unions and banks seeking to modernize their lending operations and embrace digital transformation. Our solutions address the complexities of traditional loan origination, offering a unified, automated process that reduces multi-vendor dependencies and improves efficiency.
What sets Algebrik apart is our commitment to AI-driven decisioning, digital account opening, and a comprehensive portfolio analytics suite – all built on a scalable, cloud-native architecture. We aim to become the category leader as a pure-play SaaS AI-powered lending tech platform, with a unicorn valuation and listing on NASDAQ by 2030.
Algebrik AI serves credit unions and banks seeking to modernize their lending operations and embrace digital transformation. Our solutions address the complexities of traditional loan origination, offering a unified, automated process that reduces multi-vendor dependencies and improves efficiency.
What sets Algebrik apart is our commitment to AI-driven decisioning, digital account opening, and a comprehensive portfolio analytics suite – all built on a scalable, cloud-native architecture. We aim to become the category leader as a pure-play SaaS AI-powered lending tech platform, with a unicorn valuation and listing on NASDAQ by 2030.
Finance
Financial Services
FUTR Payments is a Florida-based Banking as a Service Platform serving U.S. and Canadian markets. We modernize payment experiences and outcomes for consumers and the organizations that serve them. Our mission is to make consumers financially well by conveniently improving their probability of making bill and loan payments on time while helping them pay their loans off faster.
We offer a powerful platform integrated with multiple banks, processing partners, and other platforms, stacked with our software to create exceptional client experiences.
FUTR Payments provides solutions for both enterprises and consumers, including Auto Doors, Equity Builder, FinTechs, and Lenders, enabling them to accelerate cash collections, enhance portfolio visibility, and improve client experiences. The company is led by a strong board of directors with extensive experience in banking, technology, and capital markets.
Founded in 2018, FUTR Payments is committed to innovation and delivering value to its customers.
We offer a powerful platform integrated with multiple banks, processing partners, and other platforms, stacked with our software to create exceptional client experiences.
FUTR Payments provides solutions for both enterprises and consumers, including Auto Doors, Equity Builder, FinTechs, and Lenders, enabling them to accelerate cash collections, enhance portfolio visibility, and improve client experiences. The company is led by a strong board of directors with extensive experience in banking, technology, and capital markets.
Founded in 2018, FUTR Payments is committed to innovation and delivering value to its customers.
Finance
Financial Services
Bit Apple is a US-based NFT marketplace specializing in bridging real-world assets with the Web 3.0 ecosystem.
We empower individuals and businesses to easily issue and circulate NFTs backed by tangible assets – from real estate to collectibles – across all major blockchain networks. Our platform provides a secure and transparent way to unlock the full potential of your assets, creating new revenue streams and investment opportunities.
Bit Apple simplifies the complex process of tokenization, offering a user-friendly interface and robust protocols for managing your digital assets. We are building the future of asset ownership, connecting the physical and digital worlds through innovative NFT technology.
As the first real-world-assets-only NFT marketplace, Bit Apple is revolutionizing how assets are valued and traded, driving innovation in the fintech and digital assets space.
We empower individuals and businesses to easily issue and circulate NFTs backed by tangible assets – from real estate to collectibles – across all major blockchain networks. Our platform provides a secure and transparent way to unlock the full potential of your assets, creating new revenue streams and investment opportunities.
Bit Apple simplifies the complex process of tokenization, offering a user-friendly interface and robust protocols for managing your digital assets. We are building the future of asset ownership, connecting the physical and digital worlds through innovative NFT technology.
As the first real-world-assets-only NFT marketplace, Bit Apple is revolutionizing how assets are valued and traded, driving innovation in the fintech and digital assets space.
Finance
Financial Services
Sunstone Venture & Innovation Center is a leading Irvine, California-based innovation platform supporting early-stage founders across key sectors like AI, healthcare, and mobility.
We provide crucial capital – from $50K to $1M – alongside a vibrant ecosystem of resources and connections. Our mission is to empower the next generation of entrepreneurs, fostering resilience and driving scalable, durable companies.
Sunstone Venture & Innovation Center connects founders with investors, public-private partnerships, and a supportive community of 0+ partners and 0+ events annually, helping them achieve significant growth. We are dedicated to building a thriving innovation ecosystem in Southern California.
We provide crucial capital – from $50K to $1M – alongside a vibrant ecosystem of resources and connections. Our mission is to empower the next generation of entrepreneurs, fostering resilience and driving scalable, durable companies.
Sunstone Venture & Innovation Center connects founders with investors, public-private partnerships, and a supportive community of 0+ partners and 0+ events annually, helping them achieve significant growth. We are dedicated to building a thriving innovation ecosystem in Southern California.
Finance
Financial Services
Brick City Capital is a leading DSCR loan provider based in Newark, New Jersey, specializing in fast and flexible financing for real estate investors and brokers.
We provide tailored financing solutions, including Single-Family Residential, Single-Family Portfolios, Short-Term Rentals, Non-Warrantable Condos, and Class-A Bank Statements, designed to meet the unique needs of our partners.
Brick City Capital combines real estate expertise with capital markets access, offering a streamlined process with quick approvals, transparent terms, and a dedicated expert to guide you through every step. Our commitment to speed, clarity, and execution ensures successful closings, backed by $800M+ in loans closed and a 77% repeat client rate.
As a division of Leverage Companies, we’re dedicated to empowering investors and brokers to achieve their goals with confidence.
We provide tailored financing solutions, including Single-Family Residential, Single-Family Portfolios, Short-Term Rentals, Non-Warrantable Condos, and Class-A Bank Statements, designed to meet the unique needs of our partners.
Brick City Capital combines real estate expertise with capital markets access, offering a streamlined process with quick approvals, transparent terms, and a dedicated expert to guide you through every step. Our commitment to speed, clarity, and execution ensures successful closings, backed by $800M+ in loans closed and a 77% repeat client rate.
As a division of Leverage Companies, we’re dedicated to empowering investors and brokers to achieve their goals with confidence.
Finance
Financial Services
American Mortgage Loan Services Florida is a leading mortgage lender serving Florida residents for over 25 years.
We specialize in providing a comprehensive range of mortgage solutions, including residential purchase mortgages, refinance options, and construction loans.
At American Mortgage, we pride ourselves on our commitment to exceptional customer service, fast closings (averaging under 25 days), and competitive rates. We compare over 300 lenders to find the lowest rates available to you, and we offer personalized service, ensuring you’re matched with a program perfectly suited to your needs.
Our experienced in-house team, with over 50 years of combined mortgage expertise, is dedicated to guiding you through every step of the process, from pre-approval to closing. We’re an FHA, VA, USDA, Fannie Mae & Freddie Mac lender, and we’re committed to helping you achieve your homeownership dreams. We’re a trusted advisor, and we’re here to make the experience of buying and financing real estate a pleasant, efficient, and financially rewarding one.
We specialize in providing a comprehensive range of mortgage solutions, including residential purchase mortgages, refinance options, and construction loans.
At American Mortgage, we pride ourselves on our commitment to exceptional customer service, fast closings (averaging under 25 days), and competitive rates. We compare over 300 lenders to find the lowest rates available to you, and we offer personalized service, ensuring you’re matched with a program perfectly suited to your needs.
Our experienced in-house team, with over 50 years of combined mortgage expertise, is dedicated to guiding you through every step of the process, from pre-approval to closing. We’re an FHA, VA, USDA, Fannie Mae & Freddie Mac lender, and we’re committed to helping you achieve your homeownership dreams. We’re a trusted advisor, and we’re here to make the experience of buying and financing real estate a pleasant, efficient, and financially rewarding one.
Finance
Financial Services
Leyline Renewable Capital is a Durham, North Carolina-based investor providing credit solutions that mitigate risk to our investors while accelerating the renewable energy transition through preconstruction lending.
We specialize in financing solar, battery storage, and wind projects across the United States, supporting the development of over 15 GW of renewable energy infrastructure.
As former developers, our team leverages decades of experience and a disciplined lending approach – combined with robust risk management – to accelerate project development and deliver strong returns for our partners.
Leyline is committed to ESG principles and actively works to address systemic racism, demonstrating our dedication to both environmental and social impact. We’re building the bridge to our clean energy future. Development Capital, Project Finance, and Project Development.
We specialize in financing solar, battery storage, and wind projects across the United States, supporting the development of over 15 GW of renewable energy infrastructure.
As former developers, our team leverages decades of experience and a disciplined lending approach – combined with robust risk management – to accelerate project development and deliver strong returns for our partners.
Leyline is committed to ESG principles and actively works to address systemic racism, demonstrating our dedication to both environmental and social impact. We’re building the bridge to our clean energy future. Development Capital, Project Finance, and Project Development.
Finance
Financial Services
OceanPoint Funding is a St Petersburg, Florida-based lending specialist focused on providing specialized financing solutions for recreational vehicles, boats, and aircraft.
We connect our clients with a network of quality lenders, offering competitive rates and flexible terms to help them achieve their dream of owning a boat, RV, or aircraft.
OceanPoint Funding distinguishes itself through a commitment to personalized service and a streamlined digital application process, ensuring a smooth and efficient financing experience. We prioritize building lasting relationships with our clients, acting as a trusted partner throughout their journey.
Established in 2008, OceanPoint Funding has grown to serve clients across the United States, with offices in Florida, California, Washington, and Connecticut, solidifying our position as a leading provider of asset financing.
We connect our clients with a network of quality lenders, offering competitive rates and flexible terms to help them achieve their dream of owning a boat, RV, or aircraft.
OceanPoint Funding distinguishes itself through a commitment to personalized service and a streamlined digital application process, ensuring a smooth and efficient financing experience. We prioritize building lasting relationships with our clients, acting as a trusted partner throughout their journey.
Established in 2008, OceanPoint Funding has grown to serve clients across the United States, with offices in Florida, California, Washington, and Connecticut, solidifying our position as a leading provider of asset financing.
Finance
Financial Services
PayNation is a Southern California-based FinTech company specializing in B2B payments processing and omni-channel payment acceptance solutions.
We empower businesses of all sizes – including manufacturers, distributors, SaaS technology companies, and more – to seamlessly integrate payments into their existing systems, such as ERP, accounting software, and SaaS platforms. Our goal is to eliminate double entries and streamline the payment process, allowing businesses to focus on growth.
PayNation’s core differentiator lies in our proprietary BridgeLink® solution, which provides secure commerce from any point of customer interaction. We offer flexible solutions, from hosted payment programs to robust API integrations, and are committed to reducing credit card fees through interchange optimization. We are a registered ISO of Wells Fargo Bank, N.A., Concord, CA, Key Bank, National Association, Cleveland Ohio and Woodforest National Bank, The Woodlands, TX
We empower businesses of all sizes – including manufacturers, distributors, SaaS technology companies, and more – to seamlessly integrate payments into their existing systems, such as ERP, accounting software, and SaaS platforms. Our goal is to eliminate double entries and streamline the payment process, allowing businesses to focus on growth.
PayNation’s core differentiator lies in our proprietary BridgeLink® solution, which provides secure commerce from any point of customer interaction. We offer flexible solutions, from hosted payment programs to robust API integrations, and are committed to reducing credit card fees through interchange optimization. We are a registered ISO of Wells Fargo Bank, N.A., Concord, CA, Key Bank, National Association, Cleveland Ohio and Woodforest National Bank, The Woodlands, TX
Finance
Financial Services
Fidelity Home Group is a leading mortgage company based in Orlando, Florida.
We specialize in helping Florida residents achieve their dream of homeownership through a personalized and comprehensive approach. At Fidelity Home Group, we’re dedicated to providing exceptional customer service and simplifying the entire home buying process.
Our innovative program creates a seamless, end-to-end journey, offering analytics-driven home discovery, a top-tier agent network, and an unparalleled concierge approach. We’ve been serving clients since 1999 and have grown to become Florida’s Top-Rated Mortgage Company, NMLS ID 1834853.
We specialize in helping Florida residents achieve their dream of homeownership through a personalized and comprehensive approach. At Fidelity Home Group, we’re dedicated to providing exceptional customer service and simplifying the entire home buying process.
Our innovative program creates a seamless, end-to-end journey, offering analytics-driven home discovery, a top-tier agent network, and an unparalleled concierge approach. We’ve been serving clients since 1999 and have grown to become Florida’s Top-Rated Mortgage Company, NMLS ID 1834853.
Finance
Financial Services
HUDSONPOINT capital is a Jersey City, New Jersey-based wealth management firm specializing in alternative investments.
We provide access to investment services usually reserved for large financial institutions, breaking down barriers to entry for retail investors. Our approach focuses on diversifying portfolios with strategies like pre-IPO investing, private equity, private credit, real estate, venture capital, hedge funds, and structured notes.
At HUDSONPOINT capital, we believe every investor deserves access to high-quality strategies and exclusive investment options. We prioritize transparency and collaboration, building solutions around your unique objectives and helping you take control of your financial future with investing strategies that align with your goals. We deploy strategic alternative investing tactics to help build generational legacies.
As a trusted wealth investment company, we focus on personalized service and long-term success, offering a curated selection of alternative investments designed to optimize growth and manage risk.
We provide access to investment services usually reserved for large financial institutions, breaking down barriers to entry for retail investors. Our approach focuses on diversifying portfolios with strategies like pre-IPO investing, private equity, private credit, real estate, venture capital, hedge funds, and structured notes.
At HUDSONPOINT capital, we believe every investor deserves access to high-quality strategies and exclusive investment options. We prioritize transparency and collaboration, building solutions around your unique objectives and helping you take control of your financial future with investing strategies that align with your goals. We deploy strategic alternative investing tactics to help build generational legacies.
As a trusted wealth investment company, we focus on personalized service and long-term success, offering a curated selection of alternative investments designed to optimize growth and manage risk.
Finance
Financial Services
Verano Fund is a private equity fund based in Orlando, Florida, specializing in acquiring, repositioning, and managing hotels and commercial real estate assets across the United States and Puerto Rico.
We provide accredited investors with a unique opportunity to invest in undervalued properties, transforming them into profitable assets and delivering exceptional returns. Our mission is to redefine hospitality investment by focusing on value-driven strategies and long-term growth.
Verano Fund’s experienced team leverages its expertise in acquisition, renovation, and management to enhance property value and generate consistent income streams for our investors. We offer a 0% annual management fee and share 80% of gains with investors, demonstrating our commitment to delivering competitive returns.
We provide accredited investors with a unique opportunity to invest in undervalued properties, transforming them into profitable assets and delivering exceptional returns. Our mission is to redefine hospitality investment by focusing on value-driven strategies and long-term growth.
Verano Fund’s experienced team leverages its expertise in acquisition, renovation, and management to enhance property value and generate consistent income streams for our investors. We offer a 0% annual management fee and share 80% of gains with investors, demonstrating our commitment to delivering competitive returns.
Finance
Financial Services
Water Tower Research is a St. Petersburg, Florida-based provider of modern investor engagement solutions.
We specialize in delivering comprehensive equity research and investor relations services to companies across various industries, including financial services. Our core offering is a research-driven communications platform designed to connect companies with investors and streamline information flow.
Water Tower Research differentiates itself by combining decades of Wall Street expertise with a cutting-edge digital approach. We distribute our research through established channels like FactSet, Bloomberg, and Refinitiv, alongside direct distribution lists and social media, ensuring broad investor access. We empower companies to proactively reach investors and provide investors with consistent, high-quality information to support informed investment decisions.
Founded in 2020, Water Tower Research has quickly established itself as a trusted partner for companies seeking to elevate their investor relations strategy.
We specialize in delivering comprehensive equity research and investor relations services to companies across various industries, including financial services. Our core offering is a research-driven communications platform designed to connect companies with investors and streamline information flow.
Water Tower Research differentiates itself by combining decades of Wall Street expertise with a cutting-edge digital approach. We distribute our research through established channels like FactSet, Bloomberg, and Refinitiv, alongside direct distribution lists and social media, ensuring broad investor access. We empower companies to proactively reach investors and provide investors with consistent, high-quality information to support informed investment decisions.
Founded in 2020, Water Tower Research has quickly established itself as a trusted partner for companies seeking to elevate their investor relations strategy.
Finance
Financial Services
Urban FT is a leading and fastest-growing provider of AI-powered mobile imaging and process automation solutions, based in Minnetonka, Minnesota.
We specialize in helping traditional and non-traditional financial institutions streamline operations and enhance customer experiences through embedded mobile imaging and AI. Our solutions automate exceptional outcomes, delivering 99% First-Time Image Acceptance, a 14x reduction in false positives, and a 90% reduction in human review – all with zero human interaction.
Founded in 2012, Urban FT has rapidly grown to serve over 500 clients, processing $24 billion in annual transactions and preventing $835 million in fraud annually. We’re proud to be recognized as a three-time Inc. 5000 honoree (2020, 2021, and 2022), and we continue to innovate and deliver unparalleled value to our clients. We offer a range of solutions including ID Document Capture, Consumer Check Capture, and Account Opening, all designed to drive efficiency and growth.
We specialize in helping traditional and non-traditional financial institutions streamline operations and enhance customer experiences through embedded mobile imaging and AI. Our solutions automate exceptional outcomes, delivering 99% First-Time Image Acceptance, a 14x reduction in false positives, and a 90% reduction in human review – all with zero human interaction.
Founded in 2012, Urban FT has rapidly grown to serve over 500 clients, processing $24 billion in annual transactions and preventing $835 million in fraud annually. We’re proud to be recognized as a three-time Inc. 5000 honoree (2020, 2021, and 2022), and we continue to innovate and deliver unparalleled value to our clients. We offer a range of solutions including ID Document Capture, Consumer Check Capture, and Account Opening, all designed to drive efficiency and growth.
Finance
Financial Services
Round Table Resource Group is a leading payroll and back office solutions provider based in Orlando, Florida.
We support businesses, particularly in the staffing industry, by handling critical back-office functions, allowing them to focus on their core operations and client relationships.
Our expertise spans payroll and tax filing, invoicing and accounts receivable management, human resources compliance, and financial analysis, all delivered with a commitment to accuracy and seamless integration. We leverage technology to enhance efficiency and provide transparent, professional support, backed by a team of certified professionals.
Founded in 2015, Round Table Resource Group has a proven track record of streamlining operations and reducing administrative burdens for our clients, fostering growth and success.
We support businesses, particularly in the staffing industry, by handling critical back-office functions, allowing them to focus on their core operations and client relationships.
Our expertise spans payroll and tax filing, invoicing and accounts receivable management, human resources compliance, and financial analysis, all delivered with a commitment to accuracy and seamless integration. We leverage technology to enhance efficiency and provide transparent, professional support, backed by a team of certified professionals.
Founded in 2015, Round Table Resource Group has a proven track record of streamlining operations and reducing administrative burdens for our clients, fostering growth and success.
Finance
Financial Services
Kerrigan Advisors is a leading sell-side advisory firm specializing in auto dealership sales and consulting, based in Incline Village, Nevada.
We partner with auto dealers nationwide, including those seeking to sell high-value dealerships and dealership groups, providing a discreet and professional approach to maximize their investment.
Kerrigan Advisors distinguishes itself through its team of veteran industry experts with backgrounds in investment banking, private equity, and real estate, offering unparalleled expertise in the auto retail market. We are the only firm exclusively dedicated to sell-side advisory, ensuring our clients receive the focused attention and strategic guidance they deserve.
Our comprehensive services include sell-side advisory, consulting, and investor services, supported by industry-leading research like The Blue Sky Report® and The Kerrigan Index™, providing invaluable insights into dealership valuations and market trends. We also publish The Kerrigan Dealer Survey and Kerrigan OEM Survey, gauging dealer and OEM sentiment.
Since 2014, we’ve successfully advised on over 300 dealership sales, including two of the largest transactions in auto retail history – the sale of Jim Koons Automotive Companies to Asbury Automotive Group and Leith Automotive to Holman. We are committed to delivering exceptional results for our clients, consistently recognized as a top advisor in the industry.
We partner with auto dealers nationwide, including those seeking to sell high-value dealerships and dealership groups, providing a discreet and professional approach to maximize their investment.
Kerrigan Advisors distinguishes itself through its team of veteran industry experts with backgrounds in investment banking, private equity, and real estate, offering unparalleled expertise in the auto retail market. We are the only firm exclusively dedicated to sell-side advisory, ensuring our clients receive the focused attention and strategic guidance they deserve.
Our comprehensive services include sell-side advisory, consulting, and investor services, supported by industry-leading research like The Blue Sky Report® and The Kerrigan Index™, providing invaluable insights into dealership valuations and market trends. We also publish The Kerrigan Dealer Survey and Kerrigan OEM Survey, gauging dealer and OEM sentiment.
Since 2014, we’ve successfully advised on over 300 dealership sales, including two of the largest transactions in auto retail history – the sale of Jim Koons Automotive Companies to Asbury Automotive Group and Leith Automotive to Holman. We are committed to delivering exceptional results for our clients, consistently recognized as a top advisor in the industry.
Finance
Financial Services
Revonence Technologies International is a private equity firm based in Irvine, California, specializing in investments in transformative technologies, particularly within the fields of nanotechnology, greentech, and climate change. Established in 2012, we focus on identifying and supporting companies developing disruptive solutions for the 4th Industrial Revolution.
Our mission is to drive innovation and create a more sustainable future by investing in companies at the forefront of these sectors. We actively seek opportunities where the concepts of ‘Revolution,’ ‘New,’ and ‘Intelligence’ converge, challenging conventional approaches to deliver truly impactful products.
Revonence’s strategic approach centers on supporting companies like H2MOF, Inc. and Atoco, Inc., which are pioneering advancements in hydrogen storage and carbon capture technologies, respectively. We are dedicated to fostering a future shaped by technological breakthroughs and a commitment to environmental responsibility.
Our mission is to drive innovation and create a more sustainable future by investing in companies at the forefront of these sectors. We actively seek opportunities where the concepts of ‘Revolution,’ ‘New,’ and ‘Intelligence’ converge, challenging conventional approaches to deliver truly impactful products.
Revonence’s strategic approach centers on supporting companies like H2MOF, Inc. and Atoco, Inc., which are pioneering advancements in hydrogen storage and carbon capture technologies, respectively. We are dedicated to fostering a future shaped by technological breakthroughs and a commitment to environmental responsibility.
Finance
Financial Services
Finfare is a US-based provider of Business Charge Card programs, simplifying corporate spend management for businesses.
We help companies streamline their financial operations and improve cash flow through automated expense tracking, reimbursement, and bill pay solutions. Our platform is designed to reduce administrative overhead and provide greater visibility into corporate spending.
Finfare’s Business Charge Card program offers significant benefits, including cash back rewards and robust spend management tools. We are focused on providing a seamless and efficient solution for businesses of all sizes, from startups to established enterprises.
With a team of experienced finance professionals, Finfare is committed to delivering exceptional service and innovative solutions to our clients.
We help companies streamline their financial operations and improve cash flow through automated expense tracking, reimbursement, and bill pay solutions. Our platform is designed to reduce administrative overhead and provide greater visibility into corporate spending.
Finfare’s Business Charge Card program offers significant benefits, including cash back rewards and robust spend management tools. We are focused on providing a seamless and efficient solution for businesses of all sizes, from startups to established enterprises.
With a team of experienced finance professionals, Finfare is committed to delivering exceptional service and innovative solutions to our clients.
Finance
Financial Services
Equity Equipment Finance LLC is a leading commercial transportation equipment financing provider based in Plano, Texas. We specialize in providing tailored financing solutions for a wide range of equipment, including Tractors-Trailers, Yellow Iron, Farm Implements, and Agricultural Equipment.
We serve fleet owners, dealers, and individual buyers across the United States, offering competitive rates and flexible terms, even for those with challenged credit. Our expertise extends to equipment refinancing, consolidation loans, and equipment re-marketing services for large clients.
Equity Equipment Finance distinguishes itself through its deep understanding of the trucking industry, its commitment to customer service, and its comprehensive suite of financing products, including 0% interest financing on extended warranty products for class 8 tractors. We are the preferred finance company for Landstar Trucking Company and other major fleet operations. We provide equipment gap insurance and low interest rates to our clients.
We serve fleet owners, dealers, and individual buyers across the United States, offering competitive rates and flexible terms, even for those with challenged credit. Our expertise extends to equipment refinancing, consolidation loans, and equipment re-marketing services for large clients.
Equity Equipment Finance distinguishes itself through its deep understanding of the trucking industry, its commitment to customer service, and its comprehensive suite of financing products, including 0% interest financing on extended warranty products for class 8 tractors. We are the preferred finance company for Landstar Trucking Company and other major fleet operations. We provide equipment gap insurance and low interest rates to our clients.
Finance
Financial Services
Company Name | Location | Category | Employees | Accuracy | Website | |
|---|---|---|---|---|---|---|
St. Petersburg, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@ark-funds.com | https://www.ark-funds.com | ||
Orlando, United States (US) | Finance and Banking Finance and Banking | 20-30 | info@investors.bbif.com | https://www.investors.bbif.com/ | ||
Toledo, United States (US) | Finance and Banking Finance and Banking | 30-50 | info@sdbullion.com | https://sdbullion.com | ||
Chicago, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@tagomi.com | http://www.tagomi.com | ||
Irvine, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@capitalcsgroup.com | http://www.capitalcsgroup.com | ||
Plano, United States (US) | Finance and Banking Finance and Banking | 10-20 | contact@modopayments.com | https://modopayments.com | ||
Irvine, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@belayglobal.io | https://belayglobal.io/ | ||
Horsham, United States (US) | Finance and Banking Finance and Banking | 30-50 | info@sharpllc.com | http://sharpllc.com | ||
West Palm Beach, United States (US) | Finance and Banking Finance and Banking | 20-30 | info@goldstate.com | https://goldstate.com/ | ||
St. Petersburg, United States (US) | Finance and Banking Finance and Banking | 10-20 | sales@intrinio.com | http://www.intrinio.com | ||
Houston, United States (US) | Finance and Banking Finance and Banking | 20-30 | general@property-tax-partners.com | http://www.property-tax-partners.com | ||
Los Angeles, United States (US) | Finance and Banking Finance and Banking | 20-30 | info@rlhequity.com | http://www.rlhequity.com | ||
Irvine, United States (US) | Finance and Banking Finance and Banking | 30-50 | info@riskmgmtadvisors.com | https://www.riskmgmtadvisors.com | ||
Irvine, United States (US) | Finance and Banking Finance and Banking | 30-50 | info@mazocapital.com | https://mazocapital.com/ | ||
Irvine, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@hoainvest.com | http://www.HOAinvest.com | ||
Orlando, United States (US) | Finance and Banking Finance and Banking | 30-50 | info@tradersagency.com | http://tradersagency.com | ||
Orlando, United States (US) | Finance and Banking Finance and Banking | 2-10 | info@coppercanyonllc.com | https://www.coppercanyonllc.com/ | ||
Lincoln, United States (US) | Finance and Banking Finance and Banking | 30-50 | info@linconefcu.org | http://www.linconefcu.org | ||
Irvine, United States (US) | Finance and Banking Finance and Banking | 30-50 | info@clearmortgagecapital.com | http://www.clearmortgagecapital.com | ||
Irvine, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@covet.life | https://covet.life/ | ||
Irvine, United States (US) | Finance and Banking Finance and Banking | 10-20 | contact@udirectira.com | https://www.udirectira.com/ | ||
Orlando, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@cashrepublic.com | http://CashRepublic.com | ||
Jersey City, United States (US) | Finance and Banking Finance and Banking | 30-50 | info@fxspotstream.com | https://www.fxspotstream.com/ | ||
Orlando, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@magnoliahillpartners.com | http://Magnoliahillpartners.com | ||
Greensboro, United States (US) | Finance and Banking Finance and Banking | 30-50 | info@oechsli.com | https://www.oechsli.com/ | ||
St Petersburg, United States (US) | Finance and Banking Finance and Banking | 30-50 | contact@skux.io | http://SKUx.io | ||
Orlando, United States (US) | Finance and Banking Finance and Banking | 30-50 | info@oxfordadvisorygroup.com | https://www.oxfordadvisorygroup.com | ||
Fort Wayne, United States (US) | Finance and Banking Finance and Banking | 30-50 | info@ambassador-enterprises.com | http://www.ambassador-enterprises.com | ||
Plano, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@ncentiva.com | https://ncentiva.com/ | ||
Plano, United States (US) | Finance and Banking Finance and Banking | 30-50 | info@aptyssolutions.com | https://www.aptyssolutions.com/ | ||
Jersey City, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@qplum.co | https://www.qplum.co | ||
New York, United States (US) | Finance and Banking Finance and Banking | 20-30 | info@algebrik.ai | https://www.algebrik.ai/ | ||
Orlando, United States (US) | Finance and Banking Finance and Banking | 10-20 | customersupport@futrpayments.com | http://hankpayments.com | ||
Irvine, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@bitapple.io | http://www.bitapple.io/ | ||
Irvine, United States (US) | Finance and Banking Finance and Banking | 10-20 | community@sunstoneinvestment.com | https://www.sunstoneinnovation.org/ | ||
Newark, United States (US) | Finance and Banking Finance and Banking | 30-50 | contact@brkcty.com | http://brkcty.com | ||
Orlando, United States (US) | Finance and Banking Finance and Banking | 10-20 | contact@approvedamerican.com | http://www.approvedamerican.com | ||
Durham, United States (US) | Finance and Banking Finance and Banking | 10-20 | contact@leylinecapital.com | http://www.leylinecapital.com | ||
St Petersburg, United States (US) | Finance and Banking Finance and Banking | 10-20 | sales@lending-associates.com | https://lending-associates.com/ | ||
Irvine, United States (US) | Finance and Banking Finance and Banking | 10-20 | bizdev@paynation.us | http://www.paynation.us | ||
Orlando, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@fidelityhomegroup.com | https://www.fidelityhomegroup.com | ||
Jersey City, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@hudsonpoint.com | http://www.hudsonpoint.com | ||
Orlando, United States (US) | Finance and Banking Finance and Banking | 2-10 | info@veranofund.com | https://veranofund.com | ||
St. Petersburg, United States (US) | Finance and Banking Finance and Banking | 30-50 | info@watertowerresearch.com | https://watertowerresearch.com/ | ||
Minnetonka, United States (US) | Finance and Banking Finance and Banking | 30-50 | contact@urbanft.com | http://UrbanFT.com | ||
Orlando, United States (US) | Finance and Banking Finance and Banking | 20-30 | info@roundtablerg.com | http://roundtablerg.com/ | ||
Incline Village, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@kerriganadvisors.com | https://www.kerriganadvisors.com/ | ||
Irvine, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@revonence.com | http://www.revonence.com | ||
Irvine, United States (US) | Finance and Banking Finance and Banking | 30-50 | info@finfare.com | http://www.finfare.com | ||
Plano, United States (US) | Finance and Banking Finance and Banking | 2-10 | info@equityequipmentfinance.com | http://www.equityequipmentfinance.com |
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Frequently asked questions
Updated 23 October 2026
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