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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Biltmore Family Office, LLC is a Charlotte, North Carolina-based independent wealth advisory firm specializing in collaborative family office services for multi-generational families.
We provide comprehensive investment management, wealth planning, and family office administration, acting as an independent SEC registered advisor. Our firm’s structure fosters seamless collaboration between family members, investment professionals, and trusted partners, ensuring a cohesive and strategic approach to wealth preservation and growth.
Biltmore Family Office helps families navigate complex financial landscapes, offering tailored solutions for asset allocation, outsourced chief investment officer services, and overall family office support. We are dedicated to building long-term partnerships based on trust and a shared commitment to family legacy.
Founded in 2008, Biltmore Family Office currently employs 28 professionals across its Charlotte and Orlando offices, serving a diverse client base with assets under management.
We provide comprehensive investment management, wealth planning, and family office administration, acting as an independent SEC registered advisor. Our firm’s structure fosters seamless collaboration between family members, investment professionals, and trusted partners, ensuring a cohesive and strategic approach to wealth preservation and growth.
Biltmore Family Office helps families navigate complex financial landscapes, offering tailored solutions for asset allocation, outsourced chief investment officer services, and overall family office support. We are dedicated to building long-term partnerships based on trust and a shared commitment to family legacy.
Founded in 2008, Biltmore Family Office currently employs 28 professionals across its Charlotte and Orlando offices, serving a diverse client base with assets under management.
Finance
Financial Services
Blue Star Residential Lending, Inc is a Texas-based mortgage lender specializing in providing tailored financing solutions for borrowers in Plano.
We focus on helping individuals and families achieve their homeownership dreams, regardless of their credit history or employment status. At Blue Star, we understand that traditional lending requirements can be restrictive, and we’re dedicated to opening doors for those who might otherwise be overlooked.
Our expertise includes jumbo loans, loan conversions, and financing for first-time homebuyers, FHA, VA, and USDA loans. We pride ourselves on offering surprisingly affordable rates and a truly personalized approach to mortgage lending. We are committed to simplifying the home buying process and ensuring a rewarding experience for our clients.
Founded in 2008, Blue Star Residential Lending, Inc. (NMLS 300295) serves the Dallas-Fort Worth metroplex and beyond, with a team of experienced professionals dedicated to providing exceptional service.
We focus on helping individuals and families achieve their homeownership dreams, regardless of their credit history or employment status. At Blue Star, we understand that traditional lending requirements can be restrictive, and we’re dedicated to opening doors for those who might otherwise be overlooked.
Our expertise includes jumbo loans, loan conversions, and financing for first-time homebuyers, FHA, VA, and USDA loans. We pride ourselves on offering surprisingly affordable rates and a truly personalized approach to mortgage lending. We are committed to simplifying the home buying process and ensuring a rewarding experience for our clients.
Founded in 2008, Blue Star Residential Lending, Inc. (NMLS 300295) serves the Dallas-Fort Worth metroplex and beyond, with a team of experienced professionals dedicated to providing exceptional service.
Finance
Financial Services
Simplify The Books is a California-based bookkeeping service specializing in outsourced accounting solutions for small businesses.
We provide comprehensive bookkeeping, cleanup, and fractional CFO support, helping business owners simplify their finances and make informed decisions.
Our approach centers on delivering clarity and control through organized financial records, enabling clients to focus on growing their businesses. We’re QuickBooks ProAdvisor Certified and Microsoft Excel Certified, bringing over two decades of experience to every client.
Simplify The Books is dedicated to empowering business owners with the financial information they need to build, grow, and love their business.
We provide comprehensive bookkeeping, cleanup, and fractional CFO support, helping business owners simplify their finances and make informed decisions.
Our approach centers on delivering clarity and control through organized financial records, enabling clients to focus on growing their businesses. We’re QuickBooks ProAdvisor Certified and Microsoft Excel Certified, bringing over two decades of experience to every client.
Simplify The Books is dedicated to empowering business owners with the financial information they need to build, grow, and love their business.
Finance
Financial Services
The Cobble Hill Group LLC is a leading M&A transaction advisory and acquisition search firm based in Durham, North Carolina.
We specialize in supporting middle market companies – those with annual revenues between $3 million and $40 million – and private equity groups through strategic growth initiatives. Our team leverages proprietary data analytics technology and deep industry expertise to identify and evaluate attractive add-on acquisition targets across the United States and Canada.
At The Cobble Hill Group, we provide comprehensive services including acquisition search, M&A transaction advisory, and business valuation. We help company owners maximize value and achieve their strategic goals, offering tailored solutions for selling, evaluating offers, and ensuring optimal fit and terms.
Founded in 2002, we’ve built a strong reputation for delivering insightful advice and exceptional service to our clients. We are committed to helping our clients navigate complex transactions and achieve lasting success.
We specialize in supporting middle market companies – those with annual revenues between $3 million and $40 million – and private equity groups through strategic growth initiatives. Our team leverages proprietary data analytics technology and deep industry expertise to identify and evaluate attractive add-on acquisition targets across the United States and Canada.
At The Cobble Hill Group, we provide comprehensive services including acquisition search, M&A transaction advisory, and business valuation. We help company owners maximize value and achieve their strategic goals, offering tailored solutions for selling, evaluating offers, and ensuring optimal fit and terms.
Founded in 2002, we’ve built a strong reputation for delivering insightful advice and exceptional service to our clients. We are committed to helping our clients navigate complex transactions and achieve lasting success.
Finance
Financial Services
Valorous Advisors is an independent advisory firm based in Plano, Texas, dedicated to designing and managing smart, efficient retirement programs for companies and individuals and their families.
We specialize in architecting retirement and benefit plans that effectively address the needs of employees, serving as a trusted advocate for both employers and their workforce. Our team helps successful people better manage all aspects of their financial lives, providing comprehensive solutions for businesses, families, and individual advisors.
Founded in 2022 by Christopher Cervantes, a seasoned practice leader with over 25 years of experience, Valorous Advisors distinguishes itself through its independent approach, fiduciary commitment, and focus on building long-term relationships based on trust and integrity. We prioritize client service, relationship focus, and sound judgment to deliver exceptional outcomes.
We specialize in architecting retirement and benefit plans that effectively address the needs of employees, serving as a trusted advocate for both employers and their workforce. Our team helps successful people better manage all aspects of their financial lives, providing comprehensive solutions for businesses, families, and individual advisors.
Founded in 2022 by Christopher Cervantes, a seasoned practice leader with over 25 years of experience, Valorous Advisors distinguishes itself through its independent approach, fiduciary commitment, and focus on building long-term relationships based on trust and integrity. We prioritize client service, relationship focus, and sound judgment to deliver exceptional outcomes.
Finance
Financial Services
Masterpiece Financial Partners is a leading wealth management and financial planning firm based in Toledo, Ohio, dedicated to serving clients across the nation.
We specialize in providing comprehensive financial solutions tailored to individual needs, including retirement planning, investment management, and estate planning. Our core mission is to build lasting relationships with our clients based on trust, transparency, and a genuine commitment to their long-term financial well-being.
What sets Masterpiece Financial Partners apart is our unwavering focus on personalized service and our commitment to acting as a fiduciary – always putting our clients’ interests first. We combine deep expertise with a collaborative approach to help our clients achieve their financial goals.
Founded in 2006, we’ve grown to serve a diverse clientele, including automotive industry professionals and healthcare heroes, and now operate offices in both Toledo and Ann Arbor. We are proud to be affiliated with J.W. Cole Financial, Inc. and J.W. Cole Advisors, Inc.
We specialize in providing comprehensive financial solutions tailored to individual needs, including retirement planning, investment management, and estate planning. Our core mission is to build lasting relationships with our clients based on trust, transparency, and a genuine commitment to their long-term financial well-being.
What sets Masterpiece Financial Partners apart is our unwavering focus on personalized service and our commitment to acting as a fiduciary – always putting our clients’ interests first. We combine deep expertise with a collaborative approach to help our clients achieve their financial goals.
Founded in 2006, we’ve grown to serve a diverse clientele, including automotive industry professionals and healthcare heroes, and now operate offices in both Toledo and Ann Arbor. We are proud to be affiliated with J.W. Cole Financial, Inc. and J.W. Cole Advisors, Inc.
Finance
Financial Services
Madison Advance is a New Jersey-based financial technology company providing working capital solutions to brokers. We empower independent brokers to close deals faster and maximize commissions by offering flexible funding and a streamlined process.
At Madison Advance, we understand the challenges brokers face in securing financing for their clients. Our mission is to bridge the gap between brokers and lenders, providing access to capital that supports business growth and strengthens client relationships.
What sets us apart is our commitment to broker partnerships. We treat every broker like a long-term partner, offering full commission on renewals, low early payoff discounts, and clear, direct communication. We’ve funded 200 million dollars in the past 12 months and supported 1,500 businesses, demonstrating our proven track record and dedication to success.
Trust, reputation, and communication are at the heart of everything we do. We build lasting relationships based on transparency and reliability, ensuring that every deal is a smooth and successful one. Let's Do This – Funding Businesses. Empowering Brokers. Building Success Together.
At Madison Advance, we understand the challenges brokers face in securing financing for their clients. Our mission is to bridge the gap between brokers and lenders, providing access to capital that supports business growth and strengthens client relationships.
What sets us apart is our commitment to broker partnerships. We treat every broker like a long-term partner, offering full commission on renewals, low early payoff discounts, and clear, direct communication. We’ve funded 200 million dollars in the past 12 months and supported 1,500 businesses, demonstrating our proven track record and dedication to success.
Trust, reputation, and communication are at the heart of everything we do. We build lasting relationships based on transparency and reliability, ensuring that every deal is a smooth and successful one. Let's Do This – Funding Businesses. Empowering Brokers. Building Success Together.
Finance
Financial Services
BBA Capital Partners is a Durham, North Carolina-based financial services firm specializing in recapitalizing predatory loans and providing strategic financing solutions to construction companies.
We work in close partnership with Builders Breakthrough Advisors, offering a holistic support system that combines financial restructuring with comprehensive business consulting.
At BBA Capital, we’re dedicated to accessible loans, real impact, and refusing predatory lending practices. We prioritize clear terms, ethical practices, and education-driven lending, empowering construction businesses to reclaim financial stability and unlock long-term growth with confidence. MCA Recapitalization and Predatory Loan Recapitalization are our core services, offering tailored financing solutions to replace high-interest debt with lower-rate funding and extended repayment terms.
We provide short-term financing solutions of up to 24 months, designed to outperform the costly terms of Merchant Cash Advance (MCA) programs.
We work in close partnership with Builders Breakthrough Advisors, offering a holistic support system that combines financial restructuring with comprehensive business consulting.
At BBA Capital, we’re dedicated to accessible loans, real impact, and refusing predatory lending practices. We prioritize clear terms, ethical practices, and education-driven lending, empowering construction businesses to reclaim financial stability and unlock long-term growth with confidence. MCA Recapitalization and Predatory Loan Recapitalization are our core services, offering tailored financing solutions to replace high-interest debt with lower-rate funding and extended repayment terms.
We provide short-term financing solutions of up to 24 months, designed to outperform the costly terms of Merchant Cash Advance (MCA) programs.
Finance
Financial Services
Prosperity Lending is a leading mortgage broker specializing in self-employed borrowers and commercial real estate loans, based in Irvine, California.
We provide personalized service to business owners, artists, and entrepreneurs who often face challenges securing traditional financing. Our team analyzes complex financial situations, explains loan options, and helps clients qualify for the best mortgage programs tailored to their needs.
What sets Prosperity Lending apart is our deep understanding of the unique requirements of self-employed individuals and our established relationships with specialized lenders who are willing to work with our clients. We offer a comprehensive approach, including credit improvement strategies and meticulous pre-submission loan analysis, ensuring a smooth and successful mortgage journey.
Founded with a commitment to empowering individuals and businesses, Prosperity Lending has a proven track record of securing loans for clients who have been previously denied, consistently achieving a 96% approval rate on submitted loan applications. We are dedicated to helping our clients achieve their real estate dreams, one loan at a time.
We provide personalized service to business owners, artists, and entrepreneurs who often face challenges securing traditional financing. Our team analyzes complex financial situations, explains loan options, and helps clients qualify for the best mortgage programs tailored to their needs.
What sets Prosperity Lending apart is our deep understanding of the unique requirements of self-employed individuals and our established relationships with specialized lenders who are willing to work with our clients. We offer a comprehensive approach, including credit improvement strategies and meticulous pre-submission loan analysis, ensuring a smooth and successful mortgage journey.
Founded with a commitment to empowering individuals and businesses, Prosperity Lending has a proven track record of securing loans for clients who have been previously denied, consistently achieving a 96% approval rate on submitted loan applications. We are dedicated to helping our clients achieve their real estate dreams, one loan at a time.
Finance
Financial Services
Bella Group Funding is a leading residential mortgage broker serving clients in Winter Garden, Orlando, and Central Florida. We specialize in first-time home buyer programs, refinancing, and commercial lending, providing a personal touch to every transaction.
At Bella Group Funding, we connect borrowers with the best possible lenders, creating strong partnerships built on trust and commitment. We expertly blend terms, interest rates, schedules, and prepayment flexibility to meet individual needs.
Our services encompass a wide range of real estate financing, including bridge loans, construction financing, joint venture real estate, retail centers, multi-family buildings, industrial property, office buildings, mobile home parks, and joint ventures. We pride ourselves on meticulous due diligence and a dedication to achieving success for our clients and partners.
Founded in 2020, Bella Group Funding operates with a team of three professionals dedicated to providing exceptional service and tailored solutions.
Where Lending is Personal
At Bella Group Funding, we connect borrowers with the best possible lenders, creating strong partnerships built on trust and commitment. We expertly blend terms, interest rates, schedules, and prepayment flexibility to meet individual needs.
Our services encompass a wide range of real estate financing, including bridge loans, construction financing, joint venture real estate, retail centers, multi-family buildings, industrial property, office buildings, mobile home parks, and joint ventures. We pride ourselves on meticulous due diligence and a dedication to achieving success for our clients and partners.
Founded in 2020, Bella Group Funding operates with a team of three professionals dedicated to providing exceptional service and tailored solutions.
Where Lending is Personal
Finance
Financial Services
Central Avenue Capital is a commercial mortgage brokerage based in St. Petersburg, Florida, specializing in securing low-rate financing for business owners and real estate investors.
We connect our clients with a network of banks, credit unions, and private lenders to obtain the most competitive terms available for a wide range of commercial real estate projects. Our expertise spans various property types, including multifamily, owner-occupied commercial, industrial, and retail properties.
As a former Commercial Lender with over 20 years of experience, we leverage our deep understanding of lending practices to negotiate favorable terms and streamline the financing process. We also offer support with treasury products such as sweeps, credit card processing, and lines of credit. NMLS: 2096701
We connect our clients with a network of banks, credit unions, and private lenders to obtain the most competitive terms available for a wide range of commercial real estate projects. Our expertise spans various property types, including multifamily, owner-occupied commercial, industrial, and retail properties.
As a former Commercial Lender with over 20 years of experience, we leverage our deep understanding of lending practices to negotiate favorable terms and streamline the financing process. We also offer support with treasury products such as sweeps, credit card processing, and lines of credit. NMLS: 2096701
Finance
Financial Services
Dickmeyer Boyce Financial Management, Inc is a Fort Wayne, Indiana and Milwaukee, Wisconsin-based Fee-Only Financial Planning and Wealth Management firm. We design a logical process for addressing the financial parts of your life, so that your resulting plan yields results that keep you on schedule.
We serve individuals, families, and business owners throughout the upper Midwest, providing comprehensive financial planning, retirement planning, estate planning, and investment analysis. Our goal is to enable you to focus on what is important in your life, through a financial planning process that provides you with confidence that you have a plan in place to achieve your financial goals.
At Dickmeyer Boyce Financial Management, we go beyond the traditional scope of financial planning engagements, offering personalized service and a humanistic approach to your financial well-being. We make financial planning about your life, not about us. We are committed to serving our clients in a way that prioritizes their best interests and provides clarity and peace of mind.
We serve individuals, families, and business owners throughout the upper Midwest, providing comprehensive financial planning, retirement planning, estate planning, and investment analysis. Our goal is to enable you to focus on what is important in your life, through a financial planning process that provides you with confidence that you have a plan in place to achieve your financial goals.
At Dickmeyer Boyce Financial Management, we go beyond the traditional scope of financial planning engagements, offering personalized service and a humanistic approach to your financial well-being. We make financial planning about your life, not about us. We are committed to serving our clients in a way that prioritizes their best interests and provides clarity and peace of mind.
Finance
Financial Services
Knepp Financial Group is a financial advisory firm based in Fishers, Indiana, dedicated to providing comprehensive wealth management solutions for individuals, families, and businesses.
We specialize in helping our clients achieve their financial goals through strategic retirement planning, tax optimization, and wealth preservation strategies. Our experienced team focuses on building long-term relationships based on trust and personalized service.
Knepp Financial Group offers a holistic approach to financial planning, combining expert advice with a commitment to safeguarding your financial future. We assist clients in navigating complex financial decisions, ensuring they maintain control and security throughout their lives. We are a trusted partner for those seeking clarity and confidence in their financial journey.
Founded in 2005, Knepp Financial Group has grown to serve clients across Indiana, with a strong presence in Fishers and Fort Wayne. We are committed to delivering exceptional service and helping our clients define and achieve their personal success.
We specialize in helping our clients achieve their financial goals through strategic retirement planning, tax optimization, and wealth preservation strategies. Our experienced team focuses on building long-term relationships based on trust and personalized service.
Knepp Financial Group offers a holistic approach to financial planning, combining expert advice with a commitment to safeguarding your financial future. We assist clients in navigating complex financial decisions, ensuring they maintain control and security throughout their lives. We are a trusted partner for those seeking clarity and confidence in their financial journey.
Founded in 2005, Knepp Financial Group has grown to serve clients across Indiana, with a strong presence in Fishers and Fort Wayne. We are committed to delivering exceptional service and helping our clients define and achieve their personal success.
Finance
Financial Services
Money Tree Ventures is a Durham, North Carolina-based financial services company specializing in retirement planning and wealth creation & preservation.
We help individuals, particularly those approaching retirement, build a secure financial future through our flagship publication, *The Millennial Money Tree*.
Our approach centers on providing practical, actionable advice and resources to empower clients to ‘literally insure financial security in their golden years.’ We focus on strategies for long-term financial stability and maximizing retirement income, combining insurance solutions with proactive investment planning.
Founded in 2019, Money Tree Ventures currently employs a team of four professionals dedicated to guiding clients through the complexities of retirement planning and ensuring a prosperous future.
We help individuals, particularly those approaching retirement, build a secure financial future through our flagship publication, *The Millennial Money Tree*.
Our approach centers on providing practical, actionable advice and resources to empower clients to ‘literally insure financial security in their golden years.’ We focus on strategies for long-term financial stability and maximizing retirement income, combining insurance solutions with proactive investment planning.
Founded in 2019, Money Tree Ventures currently employs a team of four professionals dedicated to guiding clients through the complexities of retirement planning and ensuring a prosperous future.
Finance
Financial Services
NBC Trust Company is a Lincoln, Nebraska-based independent trust company providing comprehensive wealth management solutions to high-net-worth individuals and families.
We specialize in serving the unique needs of family offices and offering personalized trust administration, investment management, and estate planning services.
At NBC Trust Company, we prioritize building long-term relationships based on trust and transparency. Our experienced team focuses on preserving and growing assets while ensuring compliance and peace of mind for our clients.
Established in 2015 as a subsidiary of NBC Bancshares, LLC, we’ve grown to serve a diverse client base with a commitment to exceptional service and fiduciary responsibility. We are a state-chartered trust company dedicated to safeguarding your legacy.
We offer a full suite of services including asset protection, retirement planning, and succession planning, all within a secure and regulated environment.
We specialize in serving the unique needs of family offices and offering personalized trust administration, investment management, and estate planning services.
At NBC Trust Company, we prioritize building long-term relationships based on trust and transparency. Our experienced team focuses on preserving and growing assets while ensuring compliance and peace of mind for our clients.
Established in 2015 as a subsidiary of NBC Bancshares, LLC, we’ve grown to serve a diverse client base with a commitment to exceptional service and fiduciary responsibility. We are a state-chartered trust company dedicated to safeguarding your legacy.
We offer a full suite of services including asset protection, retirement planning, and succession planning, all within a secure and regulated environment.
Finance
Financial Services
Freedom Legacy Lending is a nationwide lending platform specializing in strategic financing solutions for real estate investors and small business owners, based in Irvine, California.
We connect entrepreneurs and investors with the capital they need to grow, build, and create long-term wealth. Our core services include financing solutions for real estate investors, such as fix-and-flip loans, rental property financing (DSCR loans), bridge loans, ground-up construction financing, and portfolio loans for 1-4 unit and multi-family investment properties.
In addition, Freedom Legacy Lending helps business owners access SBA loans and working capital solutions, supporting business growth, expansion, acquisitions, and operational stability. We pride ourselves on providing efficient funding solutions and building lasting relationships with our clients, partners, and brokers.
Founded in 2010, Freedom Legacy Lending operates with integrity and a commitment to helping clients succeed. We are a California-licensed Mortgage Broker (NMLS: 1041572) dedicated to empowering individuals and businesses through access to capital.
We connect entrepreneurs and investors with the capital they need to grow, build, and create long-term wealth. Our core services include financing solutions for real estate investors, such as fix-and-flip loans, rental property financing (DSCR loans), bridge loans, ground-up construction financing, and portfolio loans for 1-4 unit and multi-family investment properties.
In addition, Freedom Legacy Lending helps business owners access SBA loans and working capital solutions, supporting business growth, expansion, acquisitions, and operational stability. We pride ourselves on providing efficient funding solutions and building lasting relationships with our clients, partners, and brokers.
Founded in 2010, Freedom Legacy Lending operates with integrity and a commitment to helping clients succeed. We are a California-licensed Mortgage Broker (NMLS: 1041572) dedicated to empowering individuals and businesses through access to capital.
Finance
Financial Services
Plan Your Federal Retirement is an Anchorage, Alaska-based financial advisory firm dedicated to helping U.S. Government Employees confidently navigate their federal retirement benefits.
We specialize in providing expert guidance on the Federal Employee Retirement System (FERS), ensuring federal employees understand their options for pension payments, survivor benefits, and other crucial aspects of their financial future.
Our approach centers on personalized consultations and tailored strategies, empowering clients to make informed decisions about their retirement planning. We offer a range of resources, including on-demand video courses, in-person classes, and one-on-one consultations, all designed to simplify the complexities of federal retirement.
With a team of experienced professionals, we’re committed to helping federal employees secure a comfortable and fulfilling retirement.
We specialize in providing expert guidance on the Federal Employee Retirement System (FERS), ensuring federal employees understand their options for pension payments, survivor benefits, and other crucial aspects of their financial future.
Our approach centers on personalized consultations and tailored strategies, empowering clients to make informed decisions about their retirement planning. We offer a range of resources, including on-demand video courses, in-person classes, and one-on-one consultations, all designed to simplify the complexities of federal retirement.
With a team of experienced professionals, we’re committed to helping federal employees secure a comfortable and fulfilling retirement.
Finance
Financial Services
Hyper Local Impact is a Fort Wayne, Indiana-based strategic consulting firm specializing in impact investing. We partner with individual investors, nonprofits, and for-profit organizations to develop comprehensive, actionable strategies for deploying capital locally and driving measurable social and environmental impact.
Our approach focuses on connecting resources with pressing community needs, helping clients build robust impact investment portfolios and maximize their philanthropic or investment returns. We assist in identifying promising local ventures, conducting due diligence, and structuring investment deals that align with client goals.
Hyper Local Impact is uniquely positioned to facilitate impactful investment within the Midwest, combining strategic advisory services with the planned launch of an impact investing fund within the next two years. We’re dedicated to fostering a thriving ecosystem of impact capital in Fort Wayne and beyond.
Our approach focuses on connecting resources with pressing community needs, helping clients build robust impact investment portfolios and maximize their philanthropic or investment returns. We assist in identifying promising local ventures, conducting due diligence, and structuring investment deals that align with client goals.
Hyper Local Impact is uniquely positioned to facilitate impactful investment within the Midwest, combining strategic advisory services with the planned launch of an impact investing fund within the next two years. We’re dedicated to fostering a thriving ecosystem of impact capital in Fort Wayne and beyond.
Finance
Financial Services
Aritek is a US-based financial technology company specializing in automated financial reporting and consolidation solutions for businesses.
We help companies across the financial services sector – including those needing to consolidate data from multiple accounting systems – streamline their financial processes. Our platform automates data collection, eliminates manual errors, and delivers real-time dashboards and customizable reports, saving valuable time and resources.
Aritek’s core offering is a powerful, cloud-based solution designed to improve accuracy and efficiency in financial reporting. We focus on providing a user-friendly experience and robust data integration capabilities, enabling businesses to make informed decisions with confidence. We are committed to helping our clients achieve greater financial transparency and control.
Founded in 2025, Aritek is rapidly growing and currently employs a team of 2-10 professionals. We are dedicated to innovation and customer satisfaction.
We help companies across the financial services sector – including those needing to consolidate data from multiple accounting systems – streamline their financial processes. Our platform automates data collection, eliminates manual errors, and delivers real-time dashboards and customizable reports, saving valuable time and resources.
Aritek’s core offering is a powerful, cloud-based solution designed to improve accuracy and efficiency in financial reporting. We focus on providing a user-friendly experience and robust data integration capabilities, enabling businesses to make informed decisions with confidence. We are committed to helping our clients achieve greater financial transparency and control.
Founded in 2025, Aritek is rapidly growing and currently employs a team of 2-10 professionals. We are dedicated to innovation and customer satisfaction.
Finance
Financial Services
1PriceSwipes.com is a St Petersburg, Florida-based payment processing solutions provider specializing in helping businesses, particularly in the financial services sector, reduce credit card processing costs.
We empower business owners to eliminate processing fees and boost their cash flow through our innovative Cash Discount Program and other tailored solutions.
Unlike traditional payment processors, 1PriceSwipes offers a dedicated support team, integrated technology, and flexible programs – including virtual terminals, ACH payments, and ERP integrations – all designed to streamline operations and maximize profitability. We’ve been helping clients save on credit card swipes for over eight years, and our commitment to protecting your profits remains our top priority.
With over 1000 happy clients and $15 million+ in processing fees saved, 1PriceSwipes is a trusted partner for businesses seeking a smarter, more profitable payment solution.
We empower business owners to eliminate processing fees and boost their cash flow through our innovative Cash Discount Program and other tailored solutions.
Unlike traditional payment processors, 1PriceSwipes offers a dedicated support team, integrated technology, and flexible programs – including virtual terminals, ACH payments, and ERP integrations – all designed to streamline operations and maximize profitability. We’ve been helping clients save on credit card swipes for over eight years, and our commitment to protecting your profits remains our top priority.
With over 1000 happy clients and $15 million+ in processing fees saved, 1PriceSwipes is a trusted partner for businesses seeking a smarter, more profitable payment solution.
Finance
Financial Services
Fairway Wealth Advisors is a leading wealth management firm based in Orlando, Florida, dedicated to providing comprehensive financial planning and investment advisory services to individuals and families.
We specialize in helping clients across all stages of life – from airline pilots and business owners to pre-retirees and high-net-worth individuals – achieve their financial goals. Our approach focuses on simplifying complex financial concepts and delivering tailored solutions that align with each client’s unique circumstances and aspirations.
Fairway Wealth Advisors offers a full suite of services, including retirement planning, estate planning, investment management, and tax optimization strategies. We are committed to building long-term relationships based on trust, transparency, and a deep understanding of our clients’ needs. We strive to be a trusted partner in navigating the complexities of wealth management and securing a prosperous future.
Founded by Brandon Spinneweber, Fairway Wealth Advisors has quickly gained a reputation for personalized service and expert guidance, serving clients throughout Florida.
We specialize in helping clients across all stages of life – from airline pilots and business owners to pre-retirees and high-net-worth individuals – achieve their financial goals. Our approach focuses on simplifying complex financial concepts and delivering tailored solutions that align with each client’s unique circumstances and aspirations.
Fairway Wealth Advisors offers a full suite of services, including retirement planning, estate planning, investment management, and tax optimization strategies. We are committed to building long-term relationships based on trust, transparency, and a deep understanding of our clients’ needs. We strive to be a trusted partner in navigating the complexities of wealth management and securing a prosperous future.
Founded by Brandon Spinneweber, Fairway Wealth Advisors has quickly gained a reputation for personalized service and expert guidance, serving clients throughout Florida.
Finance
Financial Services
Rise Financial Partners is a St Petersburg, Florida-based independent registered investment advisor dedicated to providing unbiased, fiduciary financial planning and investment management services.
We specialize in serving business owners and philanthropic-focused individuals, helping them align their investments with their values and achieve their long-term financial goals.
At Rise, we offer a collaborative approach, combining objective financial analysis with personalized service, and a commitment to stewardship. Our team provides a range of investment solutions, including traditional portfolios and Biblically Responsible Investment (BRI) options, alongside comprehensive business consulting services such as business planning and family business transition planning.
Founded in 2019, Rise Financial Partners is committed to empowering clients to live boldly and generously through exceptional wealth management. We operate with excellence, partnership, and a focus on service, building lasting relationships based on trust and integrity.
We specialize in serving business owners and philanthropic-focused individuals, helping them align their investments with their values and achieve their long-term financial goals.
At Rise, we offer a collaborative approach, combining objective financial analysis with personalized service, and a commitment to stewardship. Our team provides a range of investment solutions, including traditional portfolios and Biblically Responsible Investment (BRI) options, alongside comprehensive business consulting services such as business planning and family business transition planning.
Founded in 2019, Rise Financial Partners is committed to empowering clients to live boldly and generously through exceptional wealth management. We operate with excellence, partnership, and a focus on service, building lasting relationships based on trust and integrity.
Finance
Financial Services
Bright Road Wealth Management is a leading independent Registered Investment Advisor (RIA) serving successful individuals, families, and institutions across Alaska and Washington State.
We provide comprehensive wealth management consulting, including investment management, advanced financial planning, and ongoing relationship management. Our goal is to help our clients achieve their long-term financial goals, from retirement planning to estate preservation.
As a full-service firm founded in 2012, Bright Road Wealth Management offers personalized strategies tailored to each client’s unique needs. We focus on building lasting relationships and delivering exceptional service, acting as a trusted partner in navigating the complexities of wealth management. We specialize in Investment Management, Financial Planning, and Retirement Plans, helping clients build and preserve their wealth for generations to come.
We provide comprehensive wealth management consulting, including investment management, advanced financial planning, and ongoing relationship management. Our goal is to help our clients achieve their long-term financial goals, from retirement planning to estate preservation.
As a full-service firm founded in 2012, Bright Road Wealth Management offers personalized strategies tailored to each client’s unique needs. We focus on building lasting relationships and delivering exceptional service, acting as a trusted partner in navigating the complexities of wealth management. We specialize in Investment Management, Financial Planning, and Retirement Plans, helping clients build and preserve their wealth for generations to come.
Finance
Financial Services
DM Tax & Financial Services is a Plano, Texas-based tax and financial services firm dedicated to providing personalized support to individuals and small businesses.
We understand that navigating complex tax laws and financial planning can be overwhelming. Our team of qualified tax professionals and financial advisors works closely with each client to develop tailored strategies that maximize savings and ensure long-term financial security.
As a Certified Acceptance Agent, we specialize in ITIN applications, simplifying the process for non-residents. We offer a comprehensive suite of services, including tax preparation, bookkeeping, business formation, and retirement planning. We believe in building lasting relationships based on trust and expertise, helping you achieve your financial goals with confidence.
We are committed to providing responsive, accessible service, and we’re here to support you every step of the way. We take care of the back-end of your business, so you can focus on the front-end.
We understand that navigating complex tax laws and financial planning can be overwhelming. Our team of qualified tax professionals and financial advisors works closely with each client to develop tailored strategies that maximize savings and ensure long-term financial security.
As a Certified Acceptance Agent, we specialize in ITIN applications, simplifying the process for non-residents. We offer a comprehensive suite of services, including tax preparation, bookkeeping, business formation, and retirement planning. We believe in building lasting relationships based on trust and expertise, helping you achieve your financial goals with confidence.
We are committed to providing responsive, accessible service, and we’re here to support you every step of the way. We take care of the back-end of your business, so you can focus on the front-end.
Finance
Financial Services
American Business Lending is a leading provider of flexible financing solutions for businesses across the United States, specializing in equipment financing, accounts receivable financing, working capital loans, and mergers & acquisitions.
We connect businesses with national lenders, offering access to capital that traditional banks often cannot provide. Our team of experienced financial professionals understands the unique challenges faced by entrepreneurs and small to medium-sized enterprises.
American Business Lending focuses on delivering tailored financing options to support growth, expansion, and operational needs. We pride ourselves on our responsiveness, personalized service, and ability to secure funding for businesses of all sizes.
With a commitment to building strong relationships and providing exceptional support, American Business Lending is your trusted partner for all your capital requirements.
We connect businesses with national lenders, offering access to capital that traditional banks often cannot provide. Our team of experienced financial professionals understands the unique challenges faced by entrepreneurs and small to medium-sized enterprises.
American Business Lending focuses on delivering tailored financing options to support growth, expansion, and operational needs. We pride ourselves on our responsiveness, personalized service, and ability to secure funding for businesses of all sizes.
With a commitment to building strong relationships and providing exceptional support, American Business Lending is your trusted partner for all your capital requirements.
Finance
Financial Services
DentaPro Billing is a US-based provider of affordable and efficient billing solutions specifically designed for dental practices.
We specialize in streamlining the entire billing process, from initial claim submission to final payment posting, ensuring accuracy and maximizing revenue for our clients. Our services include comprehensive **dental billing**, **insurance verification**, and meticulous **insurance payments posting and adjustments**.
DentaPro Billing helps dental practices of all sizes – from solo practitioners to larger groups – reduce administrative overhead and focus on patient care. We are HIPAA Compliance Verified, providing peace of mind and safeguarding sensitive patient data.
We offer a cost-effective alternative to traditional billing services, empowering dental professionals to operate more efficiently and profitably. We are committed to delivering exceptional service and building long-term partnerships with our clients.
We specialize in streamlining the entire billing process, from initial claim submission to final payment posting, ensuring accuracy and maximizing revenue for our clients. Our services include comprehensive **dental billing**, **insurance verification**, and meticulous **insurance payments posting and adjustments**.
DentaPro Billing helps dental practices of all sizes – from solo practitioners to larger groups – reduce administrative overhead and focus on patient care. We are HIPAA Compliance Verified, providing peace of mind and safeguarding sensitive patient data.
We offer a cost-effective alternative to traditional billing services, empowering dental professionals to operate more efficiently and profitably. We are committed to delivering exceptional service and building long-term partnerships with our clients.
Finance
Financial Services
ALIR LLC is a leading Life Settlement Provider based in Irvine, California. We specialize in connecting individuals and businesses with investors seeking to purchase life insurance policies, facilitating valuable life settlements.
ALIR LLC bridges the gap between policy owners and investors, providing education and support within the Life Settlement industry. We understand the significant impact these transactions can have, and our commitment is to ensure a positive outcome for all parties involved.
With a dedicated team of experienced professionals and a strong focus on client relationships, ALIR LLC is committed to delivering exceptional service and expertise. We pride ourselves on our people and their passion for the industry, driving our success in assisting clients and brokers alike.
ALIR LLC bridges the gap between policy owners and investors, providing education and support within the Life Settlement industry. We understand the significant impact these transactions can have, and our commitment is to ensure a positive outcome for all parties involved.
With a dedicated team of experienced professionals and a strong focus on client relationships, ALIR LLC is committed to delivering exceptional service and expertise. We pride ourselves on our people and their passion for the industry, driving our success in assisting clients and brokers alike.
Finance
Financial Services
Dynasty Wealth Partners is a Toledo, Ohio-based financial advisory firm specializing in wealth management, retirement planning, and tax optimization for physicians and surgeons.
We understand the unique financial challenges faced by medical professionals – from managing student loan debt to planning for a secure retirement after years of dedicated service. Our mission is to empower you to achieve lasting prosperity and peace of mind, allowing you to focus on your patients and your passions.
What sets Dynasty Wealth Partners apart is our deep expertise in tax-efficient strategies and personalized planning, combined with a commitment to building long-term relationships based on trust and transparency. We’ve been recognized as top Financial Security Professionals by Forbes Magazine and SHOOK Research, reflecting our dedication to delivering exceptional results.
We offer a comprehensive suite of services, including student loan optimization, investment strategies, and estate planning, all tailored to your individual needs and goals. Let the Dynasty Team help you secure your financial future.
We understand the unique financial challenges faced by medical professionals – from managing student loan debt to planning for a secure retirement after years of dedicated service. Our mission is to empower you to achieve lasting prosperity and peace of mind, allowing you to focus on your patients and your passions.
What sets Dynasty Wealth Partners apart is our deep expertise in tax-efficient strategies and personalized planning, combined with a commitment to building long-term relationships based on trust and transparency. We’ve been recognized as top Financial Security Professionals by Forbes Magazine and SHOOK Research, reflecting our dedication to delivering exceptional results.
We offer a comprehensive suite of services, including student loan optimization, investment strategies, and estate planning, all tailored to your individual needs and goals. Let the Dynasty Team help you secure your financial future.
Finance
Financial Services
StepWise Financial Inc is a Richmond, Virginia-based financial advisory firm dedicated to building long-term relationships and providing personalized wealth management, retirement planning, and investment strategies.
We understand that today’s financial landscape presents unique challenges for individuals and families. Our mission is to help you navigate these complexities and achieve your financial goals, whether it’s securing a comfortable retirement, protecting your assets, or building a legacy for future generations.
At StepWise Financial, we pride ourselves on a client-centric approach, offering tailored solutions that align with your specific needs and risk tolerance. We combine decades of experience with a commitment to ongoing education and proactive communication to ensure you’re always informed and confident in your financial journey.
As a firm, we strive to be your trusted advisor, guiding you through every step of the way. We are registered representatives offering securities through Cetera Advisor Networks LLC, member FINRA/SIPC. Cetera is under separate ownership from any other named entity. Investment advisory services offered through HBW Advisory Services LLC.
We understand that today’s financial landscape presents unique challenges for individuals and families. Our mission is to help you navigate these complexities and achieve your financial goals, whether it’s securing a comfortable retirement, protecting your assets, or building a legacy for future generations.
At StepWise Financial, we pride ourselves on a client-centric approach, offering tailored solutions that align with your specific needs and risk tolerance. We combine decades of experience with a commitment to ongoing education and proactive communication to ensure you’re always informed and confident in your financial journey.
As a firm, we strive to be your trusted advisor, guiding you through every step of the way. We are registered representatives offering securities through Cetera Advisor Networks LLC, member FINRA/SIPC. Cetera is under separate ownership from any other named entity. Investment advisory services offered through HBW Advisory Services LLC.
Finance
Financial Services
Laus Consulting Services, LLC is a leading accounting firm based in Orlando, Florida, specializing in providing comprehensive tax and accounting solutions for small businesses.
We understand the unique challenges faced by business owners in today’s competitive landscape. Our team of experienced CPAs and tax professionals is dedicated to helping you navigate complex regulations, optimize your financial strategies, and achieve sustainable growth.
At Laus Consulting, we pride ourselves on delivering personalized service, proactive tax planning, and unparalleled support. We’re committed to being more than just an accountant – we’re a trusted partner invested in your success. We offer local and international accounting services, local and international tax services, payroll services, and business consultation services. Founded in 2007, we’ve helped over 1 million clients increase their profits by 1M+ in 2017.
Our goal is to provide you with the peace of mind that comes from knowing your finances are in expert hands. We offer 24/7 availability and client support, and our team is always ready to answer your questions and provide guidance. Pauline Ho, CPA, leads our team with over 25 years of experience, ensuring you receive the highest level of service and expertise.
We understand the unique challenges faced by business owners in today’s competitive landscape. Our team of experienced CPAs and tax professionals is dedicated to helping you navigate complex regulations, optimize your financial strategies, and achieve sustainable growth.
At Laus Consulting, we pride ourselves on delivering personalized service, proactive tax planning, and unparalleled support. We’re committed to being more than just an accountant – we’re a trusted partner invested in your success. We offer local and international accounting services, local and international tax services, payroll services, and business consultation services. Founded in 2007, we’ve helped over 1 million clients increase their profits by 1M+ in 2017.
Our goal is to provide you with the peace of mind that comes from knowing your finances are in expert hands. We offer 24/7 availability and client support, and our team is always ready to answer your questions and provide guidance. Pauline Ho, CPA, leads our team with over 25 years of experience, ensuring you receive the highest level of service and expertise.
Finance
Financial Services
NCAT Financial Management Association is a Greensboro, North Carolina-based nonprofit organization dedicated to fostering financial literacy and career opportunities for finance students. We provide a valuable network for students across all academic disciplines, offering resources and knowledge to support their future endeavors. Our mission is to empower the next generation of finance professionals. We are committed to creating a supportive community where students can connect, learn, and grow. Founded as part of North Carolina A&T State University, we leverage the university’s strong academic foundation and research capabilities to deliver impactful programs and resources.
We serve a diverse range of students, including those pursuing degrees in finance, business, and related fields. We address the critical need for financial literacy and career guidance, equipping students with the skills and knowledge they need to succeed in today’s competitive job market.
What distinguishes NCAT is our student-centered approach and our strong ties to North Carolina A&T State University. We are a vital resource for students seeking to expand their financial knowledge and explore career paths in the finance industry. We are proud to be a part of the university’s commitment to student success.
We serve a diverse range of students, including those pursuing degrees in finance, business, and related fields. We address the critical need for financial literacy and career guidance, equipping students with the skills and knowledge they need to succeed in today’s competitive job market.
What distinguishes NCAT is our student-centered approach and our strong ties to North Carolina A&T State University. We are a vital resource for students seeking to expand their financial knowledge and explore career paths in the finance industry. We are proud to be a part of the university’s commitment to student success.
Finance
Financial Services
Evolve Advisor Group is a leading financial planning practice based in Orlando, Florida, dedicated to helping individuals and families achieve their long-term financial goals.
We specialize in providing comprehensive wealth management solutions, including retirement planning, investment management, and estate planning. Our team works closely with clients to understand their unique circumstances and develop personalized strategies to safeguard their assets and build a secure future.
What sets Evolve Advisor Group apart is our commitment to building lasting relationships based on trust and transparency. We leverage data-driven insights and a proactive approach to deliver exceptional service and support, ensuring our clients are always on track to reach their financial aspirations. We are passionate about helping our clients navigate the complexities of the financial world and achieve their dreams.
Founded in 2007, Evolve Advisor Group has grown to serve a diverse clientele, consistently prioritizing client success and ethical practices.
We specialize in providing comprehensive wealth management solutions, including retirement planning, investment management, and estate planning. Our team works closely with clients to understand their unique circumstances and develop personalized strategies to safeguard their assets and build a secure future.
What sets Evolve Advisor Group apart is our commitment to building lasting relationships based on trust and transparency. We leverage data-driven insights and a proactive approach to deliver exceptional service and support, ensuring our clients are always on track to reach their financial aspirations. We are passionate about helping our clients navigate the complexities of the financial world and achieve their dreams.
Founded in 2007, Evolve Advisor Group has grown to serve a diverse clientele, consistently prioritizing client success and ethical practices.
Finance
Financial Services
Robin Capital Partners is a long-term investment vehicle based in Orlando, Florida, focused on acquiring and operating single businesses across the United States.
We partner with ambitious founders at a pivotal point in their company’s growth, providing upfront and ongoing capital, support in recruiting, M&A add-ons, and tailored resources to drive growth post-investment.
What sets us apart is our flexibility and a commitment to building enduring partnerships, prioritizing the existing team and fostering sustainable growth. We seek B2B service companies with $1M - $2.5M in EBITDA, avoiding the ‘no man’s land’ between entrepreneurship and private equity. Our approach is rooted in collaboration, strategic vision, and a long-term focus on value creation.
Founded on the principles of smart growth strategies, Robin Capital Partners emerged from a vision that talent can have the potential to transform a business through strategic capital. We are looking for deal partners to work closely with us in identifying, sourcing, and evaluating potential targets.
We partner with ambitious founders at a pivotal point in their company’s growth, providing upfront and ongoing capital, support in recruiting, M&A add-ons, and tailored resources to drive growth post-investment.
What sets us apart is our flexibility and a commitment to building enduring partnerships, prioritizing the existing team and fostering sustainable growth. We seek B2B service companies with $1M - $2.5M in EBITDA, avoiding the ‘no man’s land’ between entrepreneurship and private equity. Our approach is rooted in collaboration, strategic vision, and a long-term focus on value creation.
Founded on the principles of smart growth strategies, Robin Capital Partners emerged from a vision that talent can have the potential to transform a business through strategic capital. We are looking for deal partners to work closely with us in identifying, sourcing, and evaluating potential targets.
Finance
Financial Services
Universal Financial Strategies is a retirement income planning firm based in Lincoln, Nebraska. We specialize in helping individuals and families create personalized retirement plans designed to provide a clear vision of their financial future and guide them through every step of the way.
Our approach centers around building a comprehensive UFS Bucket Plan, incorporating guaranteed income sources like Social Security and pensions alongside growth strategies to outpace inflation. We also address long-term healthcare, charitable giving, and estate planning considerations, ensuring a secure and fulfilling retirement.
What sets Universal Financial Strategies apart is our team-oriented approach, combining the expertise of four experienced Financial Advisors who collaborate closely to deliver tailored solutions. Unlike many firms, we operate as a cohesive unit, offering a level of personalized service and strategic planning focused on your unique needs.
Since 2003, we’ve been dedicated to helping clients achieve their retirement dreams, and we’re committed to acting as your trusted partner every step of the way. We are an independent advisory firm affiliated with Woodbury Financial Services.
Our approach centers around building a comprehensive UFS Bucket Plan, incorporating guaranteed income sources like Social Security and pensions alongside growth strategies to outpace inflation. We also address long-term healthcare, charitable giving, and estate planning considerations, ensuring a secure and fulfilling retirement.
What sets Universal Financial Strategies apart is our team-oriented approach, combining the expertise of four experienced Financial Advisors who collaborate closely to deliver tailored solutions. Unlike many firms, we operate as a cohesive unit, offering a level of personalized service and strategic planning focused on your unique needs.
Since 2003, we’ve been dedicated to helping clients achieve their retirement dreams, and we’re committed to acting as your trusted partner every step of the way. We are an independent advisory firm affiliated with Woodbury Financial Services.
Finance
Financial Services
Americas Doing Business is a US-based partnership connecting international capital funds with infrastructure projects across Latin America and beyond.
We specialize in facilitating investment opportunities in diverse sectors, including structured and undeveloped projects, concession agreements, and those with established contracts. Our team provides comprehensive support, from initial project review and analysis to securing the necessary capital.
We act as a crucial bridge between investors seeking high-growth opportunities in emerging markets and project developers needing strategic funding. Our expertise in infrastructure investment and international finance ensures efficient and successful project execution. We are dedicated to expanding capital for your business across the Americas.
We specialize in facilitating investment opportunities in diverse sectors, including structured and undeveloped projects, concession agreements, and those with established contracts. Our team provides comprehensive support, from initial project review and analysis to securing the necessary capital.
We act as a crucial bridge between investors seeking high-growth opportunities in emerging markets and project developers needing strategic funding. Our expertise in infrastructure investment and international finance ensures efficient and successful project execution. We are dedicated to expanding capital for your business across the Americas.
Finance
Financial Services
JS Financial, Inc is a Lincoln, Nebraska-based financial planning firm specializing in retirement and income strategies for individuals and families.
We provide tailored, custom financial solutions designed to help clients preserve, manage, and grow their wealth, ensuring a secure and fulfilling retirement. Our approach centers on building strong, trusting relationships with each client, understanding their unique goals and circumstances.
At JS Financial, we prioritize a holistic approach to wealth management, offering comprehensive services including retirement planning, income planning, risk management, and guidance. We are committed to putting our clients’ interests first, providing clear, actionable advice, and fostering a sense of security and confidence in their financial future. Joel Barjenbruch, CFP®, RICP®, CLU®, ChFC®, LACP, leads our team, dedicated to delivering exceptional service and expertise.
Founded in 2010, JS Financial has grown to serve clients throughout Nebraska and beyond, consistently earning client trust through integrity and a commitment to long-term financial success.
We provide tailored, custom financial solutions designed to help clients preserve, manage, and grow their wealth, ensuring a secure and fulfilling retirement. Our approach centers on building strong, trusting relationships with each client, understanding their unique goals and circumstances.
At JS Financial, we prioritize a holistic approach to wealth management, offering comprehensive services including retirement planning, income planning, risk management, and guidance. We are committed to putting our clients’ interests first, providing clear, actionable advice, and fostering a sense of security and confidence in their financial future. Joel Barjenbruch, CFP®, RICP®, CLU®, ChFC®, LACP, leads our team, dedicated to delivering exceptional service and expertise.
Founded in 2010, JS Financial has grown to serve clients throughout Nebraska and beyond, consistently earning client trust through integrity and a commitment to long-term financial success.
Finance
Financial Services
Rally Financial is a leading flat-fee financial advisor marketplace based in Jersey City, New Jersey.
We connect individuals with qualified financial advisors, offering transparent and affordable financial planning services. Rally Financial simplifies access to quality advice, eliminating the complexities and high costs traditionally associated with wealth management.
Our platform empowers users to build their financial futures with confidence, providing a streamlined experience and a focus on personalized guidance. We cater to a broad range of clients seeking comprehensive financial planning, investment strategies, and retirement solutions – ideal for individuals and families navigating complex financial decisions.
Founded in 2022, Rally Financial is rapidly expanding its network of advisors and serving clients across the United States. We are committed to democratizing access to financial expertise and fostering long-term financial well-being.
We connect individuals with qualified financial advisors, offering transparent and affordable financial planning services. Rally Financial simplifies access to quality advice, eliminating the complexities and high costs traditionally associated with wealth management.
Our platform empowers users to build their financial futures with confidence, providing a streamlined experience and a focus on personalized guidance. We cater to a broad range of clients seeking comprehensive financial planning, investment strategies, and retirement solutions – ideal for individuals and families navigating complex financial decisions.
Founded in 2022, Rally Financial is rapidly expanding its network of advisors and serving clients across the United States. We are committed to democratizing access to financial expertise and fostering long-term financial well-being.
Finance
Financial Services
Millard Financial Group is a full-service financial planning firm based in Fort Wayne, Indiana, dedicated to helping federal employees and others plan for a secure retirement.
We understand that retirement planning can be complex and overwhelming. That’s why we offer a holistic approach, covering everything from Medicare and Social Security to investment strategies and income planning. Our goal is to provide you with a clear roadmap to financial independence, tailored to your unique needs and goals.
As experienced financial advisors, we specialize in assisting federal employees with the specific considerations surrounding their benefits and retirement options. We work closely with you to develop a comprehensive plan that addresses your short-term and long-term financial objectives, ensuring you’re well-prepared for a comfortable and fulfilling retirement. Investment advisory services are offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor.
We understand that retirement planning can be complex and overwhelming. That’s why we offer a holistic approach, covering everything from Medicare and Social Security to investment strategies and income planning. Our goal is to provide you with a clear roadmap to financial independence, tailored to your unique needs and goals.
As experienced financial advisors, we specialize in assisting federal employees with the specific considerations surrounding their benefits and retirement options. We work closely with you to develop a comprehensive plan that addresses your short-term and long-term financial objectives, ensuring you’re well-prepared for a comfortable and fulfilling retirement. Investment advisory services are offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor.
Finance
Financial Services
Flyover Fintech is a conference based in Lincoln, Nebraska, focused on connecting innovators, financial services leaders, and policymakers within the ‘flyover’ country region.
We bring together a diverse group of attendees – including Members of Congress, payments companies, financial marketers, banks, and startups – to explore the potential and risks of fintech.
Flyover Fintech facilitates networking, provides valuable insights into the regulatory environment and emerging technologies like artificial intelligence and cybersecurity, and offers a platform for critical conversations with public and private sector leaders. It’s an event designed for fintechs, financial leaders, banks, startups, legislators, and regulators with a vested interest in the success of fintech in this region.
We bring together a diverse group of attendees – including Members of Congress, payments companies, financial marketers, banks, and startups – to explore the potential and risks of fintech.
Flyover Fintech facilitates networking, provides valuable insights into the regulatory environment and emerging technologies like artificial intelligence and cybersecurity, and offers a platform for critical conversations with public and private sector leaders. It’s an event designed for fintechs, financial leaders, banks, startups, legislators, and regulators with a vested interest in the success of fintech in this region.
Finance
Financial Services
Holly Donaldson Financial Planning, LLC is a St Petersburg, Florida-based financial advisor specializing in retirement planning for individuals seeking advice-only guidance.
We help retirees navigate critical financial decisions, such as determining comfortable spending habits in retirement, optimizing income strategies, and identifying potential tax savings.
Holly Donaldson, a Certified Financial Planner®, provides personalized, hourly-based advice, prioritizing the client’s best interests as a fiduciary. Her approach combines behavioral economics principles with traditional financial planning, fostering a more balanced and enjoyable relationship with money.
Holly’s expertise, combined with her book, *The Mindful Money Mentality*, offers a unique perspective on financial decision-making, empowering clients to achieve their retirement goals with confidence.
We help retirees navigate critical financial decisions, such as determining comfortable spending habits in retirement, optimizing income strategies, and identifying potential tax savings.
Holly Donaldson, a Certified Financial Planner®, provides personalized, hourly-based advice, prioritizing the client’s best interests as a fiduciary. Her approach combines behavioral economics principles with traditional financial planning, fostering a more balanced and enjoyable relationship with money.
Holly’s expertise, combined with her book, *The Mindful Money Mentality*, offers a unique perspective on financial decision-making, empowering clients to achieve their retirement goals with confidence.
Finance
Financial Services
Cooke Wealth Management is an independent financial planning and investment management firm based in Irvine, California, serving Orange County and Southern California. We help families achieve financial confidence and contentment through personalized investment management and retirement planning, grounded in biblical principles.
Our mission is to guide clients to true financial success that supports their most deeply-held goals, avoiding costly mistakes and fostering a sense of peace and security. We provide custom-built investment portfolios designed for growth, stability, and income, alongside comprehensive financial planning to help you make smart, long-term decisions.
With over 40 years of combined industry experience and a commitment to fiduciary guidance, Cooke Wealth Management offers a unique approach, integrating faith and practice to empower clients to live a fulfilling life. We are proud to serve over 100 families and manage over $100 million in assets. Financial Planning, Investment Management, Retirement Planning, and Wealth Transfer are at the core of our services.
Our mission is to guide clients to true financial success that supports their most deeply-held goals, avoiding costly mistakes and fostering a sense of peace and security. We provide custom-built investment portfolios designed for growth, stability, and income, alongside comprehensive financial planning to help you make smart, long-term decisions.
With over 40 years of combined industry experience and a commitment to fiduciary guidance, Cooke Wealth Management offers a unique approach, integrating faith and practice to empower clients to live a fulfilling life. We are proud to serve over 100 families and manage over $100 million in assets. Financial Planning, Investment Management, Retirement Planning, and Wealth Transfer are at the core of our services.
Finance
Financial Services
TradeWell Tax & Financial is a boutique financial planning and professional services firm located in Fort Wayne, Indiana. TradeWell™ Tax & Financial - Indiana Financial Planners offers a comprehensive suite of services, including income planning, investment planning, tax planning, healthcare planning, and estate planning, all under one roof.
We specialize in helping retirees and pre-retirees maximize their resources and achieve their financial goals, providing custom-tailored financial guidance designed to maximize retirement potential. As a fiduciary investment advisory firm, TradeWell focuses on comprehensive plans for families, prioritizing risk management and long-term goals.
What sets TradeWell apart is our unique ‘Family Office’ approach, typically reserved for the super-affluent, offering a full-service solution with attorneys specializing in elder law, tax advisors, Fiduciary Investment Advisors, and insurance professionals – all coordinated for seamless client service.
Founded in 2002, TradeWell Tax & Financial has grown to serve families throughout northern Indiana, providing peace of mind and strategic financial planning for a secure retirement.
We specialize in helping retirees and pre-retirees maximize their resources and achieve their financial goals, providing custom-tailored financial guidance designed to maximize retirement potential. As a fiduciary investment advisory firm, TradeWell focuses on comprehensive plans for families, prioritizing risk management and long-term goals.
What sets TradeWell apart is our unique ‘Family Office’ approach, typically reserved for the super-affluent, offering a full-service solution with attorneys specializing in elder law, tax advisors, Fiduciary Investment Advisors, and insurance professionals – all coordinated for seamless client service.
Founded in 2002, TradeWell Tax & Financial has grown to serve families throughout northern Indiana, providing peace of mind and strategic financial planning for a secure retirement.
Finance
Financial Services
Patriot Equity Mortgage LLC is a reverse mortgage broker based in Irvine, California, specializing in helping seniors access the equity in their homes.
We provide personalized guidance and secure solutions for those seeking tax-free cash through reverse mortgages, including HECM and non-QM options. Our focus is on simplifying the process and ensuring a smooth experience for our clients.
As an education based mortgage company, we strive to provide helpful information and resources to help you succeed in building generational wealth for you and your family. We have gathered many tools and resources to help you succeed in building generational wealth for you and your family. We have most of the real estate financing programs available as we are able to work with so many lenders across the industry. Let us help you plan your wealth building journey in real estate by calling today! Connect with us. We are the experts in the industry, look no further. We look forward to helping you achieve your real estate goals and dreams.
We provide personalized guidance and secure solutions for those seeking tax-free cash through reverse mortgages, including HECM and non-QM options. Our focus is on simplifying the process and ensuring a smooth experience for our clients.
As an education based mortgage company, we strive to provide helpful information and resources to help you succeed in building generational wealth for you and your family. We have gathered many tools and resources to help you succeed in building generational wealth for you and your family. We have most of the real estate financing programs available as we are able to work with so many lenders across the industry. Let us help you plan your wealth building journey in real estate by calling today! Connect with us. We are the experts in the industry, look no further. We look forward to helping you achieve your real estate goals and dreams.
Finance
Financial Services
Basque Investment Group is a leading real estate development firm based in St Petersburg, Florida. Since 2001, we’ve been transforming land into thriving communities and constructing state-of-the-art residential and commercial buildings.
We specialize in real estate investments, land development, and new construction projects, bringing a global perspective with a particular focus on Latin America. Our approach combines a deep understanding of local markets with a forward-thinking vision for sustainable development.
Basque Investment Group is committed to creating high-quality, lasting partnerships and enhancing the value of land, ultimately improving the quality of life for communities. We pride ourselves on integrity and excellence in all our endeavors.
We specialize in real estate investments, land development, and new construction projects, bringing a global perspective with a particular focus on Latin America. Our approach combines a deep understanding of local markets with a forward-thinking vision for sustainable development.
Basque Investment Group is committed to creating high-quality, lasting partnerships and enhancing the value of land, ultimately improving the quality of life for communities. We pride ourselves on integrity and excellence in all our endeavors.
Finance
Financial Services
Vedomi Capital is a multifamily real estate investment firm based in Plano, Texas, specializing in delivering above-average returns for investors.
We focus on identifying and acquiring high-potential multifamily properties across the United States. Our team provides a streamlined investment experience, meticulously vetting each opportunity to ensure alignment with our clients’ financial goals.
Vedomi Capital offers a trusted partnership for investors seeking stable and profitable real estate investments, leveraging our expertise in the multifamily sector to navigate the complexities of the market with confidence. We are committed to building long-term relationships based on transparency and mutual success.
We focus on identifying and acquiring high-potential multifamily properties across the United States. Our team provides a streamlined investment experience, meticulously vetting each opportunity to ensure alignment with our clients’ financial goals.
Vedomi Capital offers a trusted partnership for investors seeking stable and profitable real estate investments, leveraging our expertise in the multifamily sector to navigate the complexities of the market with confidence. We are committed to building long-term relationships based on transparency and mutual success.
Finance
Financial Services
Copper Seed is a Winston-Salem, North Carolina-based financial coaching firm dedicated to empowering women to take confident control of their finances.
We work with individuals and entrepreneurs to build understanding and organization, so they can harness the power of finance to create the future they love. Our approach centers on personalized coaching, offering a supportive and affirming environment where clients can develop financial confidence and achieve their goals.
Founded in 2020, Copper Seed combines a deep understanding of financial principles with a compassionate, client-centered approach. We offer Coaching for Entrepreneurs, Personal Financial Coaching, and Workplace Financial Education, helping clients at every stage of their financial journey.
We’re proud to have served over 100 clients and are committed to fostering financial well-being within our community.
We work with individuals and entrepreneurs to build understanding and organization, so they can harness the power of finance to create the future they love. Our approach centers on personalized coaching, offering a supportive and affirming environment where clients can develop financial confidence and achieve their goals.
Founded in 2020, Copper Seed combines a deep understanding of financial principles with a compassionate, client-centered approach. We offer Coaching for Entrepreneurs, Personal Financial Coaching, and Workplace Financial Education, helping clients at every stage of their financial journey.
We’re proud to have served over 100 clients and are committed to fostering financial well-being within our community.
Finance
Financial Services
Strategic Financial Planning Inc is a fee-only financial advisor based in Plano, Texas, dedicated to helping individuals and families navigate their life journeys.
We specialize in holistic financial planning and wealth management, recognizing that financial security is intrinsically linked to a fulfilling life. Our experienced team provides unbiased advice and personalized strategies, focusing on building a secure future while prioritizing your values and goals.
As an independent and fiduciary firm, Strategic Financial Planning Inc. operates with complete transparency and always places your family’s interests first. We’re committed to helping you discover, design, and live the life you envision, offering a comprehensive approach to financial well-being. We serve small business owners, couples seeking divorce, corporate executives, doctors, widows, and domestic partners, providing tailored solutions to meet their unique needs.
We specialize in holistic financial planning and wealth management, recognizing that financial security is intrinsically linked to a fulfilling life. Our experienced team provides unbiased advice and personalized strategies, focusing on building a secure future while prioritizing your values and goals.
As an independent and fiduciary firm, Strategic Financial Planning Inc. operates with complete transparency and always places your family’s interests first. We’re committed to helping you discover, design, and live the life you envision, offering a comprehensive approach to financial well-being. We serve small business owners, couples seeking divorce, corporate executives, doctors, widows, and domestic partners, providing tailored solutions to meet their unique needs.
Finance
Financial Services
Frazier Wealth Strategies, Inc is a Plano, Texas-based financial advisory firm specializing in retirement planning and wealth management for individuals and families.
We understand that navigating the complexities of retirement can be daunting, and many people feel confused and overwhelmed by the current economic landscape. Our mission is to provide personalized guidance and strategic solutions, empowering clients to confidently pursue their financial goals and enjoy a secure retirement.
At Frazier Wealth Strategies, we combine professional dedication with a personal commitment to building trust and delivering consistent results. We focus on understanding your unique circumstances, developing a tailored plan, and providing ongoing support to help you achieve financial freedom. We integrate tax and financial strategy to build wealth and protect it.
Our approach is rooted in a Fearless Retirement Process, guiding clients through four key stages: Corner Pieces, Edge Pieces, Interior Pieces, and the Whole Picture, ensuring a comprehensive and adaptable retirement plan. We are also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser.
We understand that navigating the complexities of retirement can be daunting, and many people feel confused and overwhelmed by the current economic landscape. Our mission is to provide personalized guidance and strategic solutions, empowering clients to confidently pursue their financial goals and enjoy a secure retirement.
At Frazier Wealth Strategies, we combine professional dedication with a personal commitment to building trust and delivering consistent results. We focus on understanding your unique circumstances, developing a tailored plan, and providing ongoing support to help you achieve financial freedom. We integrate tax and financial strategy to build wealth and protect it.
Our approach is rooted in a Fearless Retirement Process, guiding clients through four key stages: Corner Pieces, Edge Pieces, Interior Pieces, and the Whole Picture, ensuring a comprehensive and adaptable retirement plan. We are also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser.
Finance
Financial Services
Marketwise Asset Management is a leading Registered Investment Advisor (RIA) based in St Petersburg, Florida, specializing in comprehensive financial planning and investment management for families and businesses.
We provide tailored investment strategies designed to align with your specific risk tolerance, financial goals, and liquidity needs. Our approach centers on understanding your unique circumstances and building a dynamic investment plan that adapts to evolving market conditions.
As a fee-only firm, we operate with complete transparency and prioritize your best interests above all else. We are committed to delivering cost-effective investment solutions, free from the conflicts of interest often associated with larger financial institutions. Our expertise in investment structures and their associated costs ensures you receive the highest possible return on your investments.
Founded in 2012, Marketwise Asset Management has a dedicated team of experienced professionals focused on helping clients achieve long-term financial success.
We provide tailored investment strategies designed to align with your specific risk tolerance, financial goals, and liquidity needs. Our approach centers on understanding your unique circumstances and building a dynamic investment plan that adapts to evolving market conditions.
As a fee-only firm, we operate with complete transparency and prioritize your best interests above all else. We are committed to delivering cost-effective investment solutions, free from the conflicts of interest often associated with larger financial institutions. Our expertise in investment structures and their associated costs ensures you receive the highest possible return on your investments.
Founded in 2012, Marketwise Asset Management has a dedicated team of experienced professionals focused on helping clients achieve long-term financial success.
Finance
Financial Services
Enotiva Lending Solutions LLC is an Orlando, Florida-based mortgage broker dedicated to providing personalized financing solutions for homebuyers and homeowners.
We specialize in helping individuals secure a wide range of mortgage products, including 30-year fixed, 15-year fixed, adjustable-rate mortgages, FHA, VA, jumbo, and USDA loans. Our experienced team of brokers works closely with each client to understand their unique financial goals and create a tailored plan to achieve their dreams of homeownership.
At Enotiva Lending Solutions LLC, we prioritize building strong relationships and providing exceptional customer service. We’re committed to making the mortgage process as smooth and stress-free as possible, ensuring our clients feel supported every step of the way. We also offer cash-out refinance options and assist with property evaluations and home value estimates.
Founded in 2006, Enotiva Lending Solutions LLC has grown to become one of the fastest-growing mortgage brokerages in Florida, serving over 60 mortgage loan officers and staff and continuing to expand. We are licensed in Florida (NMLS # 1185931) and dedicated to contributing to our community through charitable endeavors.
We specialize in helping individuals secure a wide range of mortgage products, including 30-year fixed, 15-year fixed, adjustable-rate mortgages, FHA, VA, jumbo, and USDA loans. Our experienced team of brokers works closely with each client to understand their unique financial goals and create a tailored plan to achieve their dreams of homeownership.
At Enotiva Lending Solutions LLC, we prioritize building strong relationships and providing exceptional customer service. We’re committed to making the mortgage process as smooth and stress-free as possible, ensuring our clients feel supported every step of the way. We also offer cash-out refinance options and assist with property evaluations and home value estimates.
Founded in 2006, Enotiva Lending Solutions LLC has grown to become one of the fastest-growing mortgage brokerages in Florida, serving over 60 mortgage loan officers and staff and continuing to expand. We are licensed in Florida (NMLS # 1185931) and dedicated to contributing to our community through charitable endeavors.
Finance
Financial Services
Company Name | Location | Category | Employees | Accuracy | Website | |
|---|---|---|---|---|---|---|
Charlotte, United States (US) | Finance and Banking Finance and Banking | 20-30 | info@biltmorefamilyoffice.com | http://biltmorefamilyoffice.com | ||
Plano, United States (US) | Finance and Banking Finance and Banking | 2-10 | info@bluestarlending.net | http://www.bluestarlending.net | ||
Irvine, United States (US) | Finance and Banking Finance and Banking | 2-10 | info@simplifythebooks.com | https://www.simplifythebooks.com/ | ||
Durham, United States (US) | Finance and Banking Finance and Banking | 2-10 | info@cobblehillgroup.com | https://www.cobblehillgroup.com | ||
Plano, United States (US) | Finance and Banking Finance and Banking | 2-10 | info@valorousadvisors.com | http://www.valorousadvisors.com | ||
Toledo, United States (US) | Finance and Banking Finance and Banking | 2-10 | heather@mfpemail.com | http://www.masterpiecefs.com | ||
New Jersey, United States (US) | Finance and Banking Finance and Banking | 2-10 | info@madisonadvance.com | https://madisonadvance.com/ | ||
Durham, United States (US) | Finance and Banking Finance and Banking | 2-10 | info@bba-capital.com | http://www.bba-capital.com | ||
Irvine, United States (US) | Finance and Banking Finance and Banking | 2-10 | info@prosperitylending.us | https://www.prosperitylending.us | ||
Orlando, United States (US) | Finance and Banking Finance and Banking | 2-10 | info@bellagroupfunding.com | https://bellagroupfunding.com/ | ||
St. Petersburg, United States (US) | Finance and Banking Finance and Banking | 2-10 | info@centralavecapital.com | http://www.centralavecapital.com | ||
Fort Wayne, United States (US) | Finance and Banking Finance and Banking | 2-10 | info@dickmeyerboyce.com | http://www.dickmeyerboyce.com | ||
Fishers, United States (US) | Finance and Banking Finance and Banking | 2-10 | info@kneppfinancialgroup.com | http://www.kneppfinancialgroup.com | ||
Durham, United States (US) | Finance and Banking Finance and Banking | 2-10 | info@millennialmoneytree.com | https://www.millennialmoneytree.com/ | ||
Lincoln, United States (US) | Finance and Banking Finance and Banking | 2-10 | contact@nbctrustco.com | http://www.nbctrustco.com | ||
Irvine, United States (US) | Finance and Banking Finance and Banking | 2-10 | info@freedomlegacylending.com | http://www.freedomlegacylending.com | ||
Anchorage, United States (US) | Finance and Banking Finance and Banking | 2-10 | contact@plan-your-federal-retirement.com | https://plan-your-federal-retirement.com/ | ||
Fort Wayne, United States (US) | Finance and Banking Finance and Banking | 2-10 | info@hyperlocalimpact.com | https://www.hyperlocalimpact.com/ | ||
Irvine, United States (US) | Finance and Banking Finance and Banking | 2-10 | sales@aritek.net | http://www.aritek.net | ||
St Petersburg, United States (US) | Finance and Banking Finance and Banking | 2-10 | info@1priceswipes.com | http://www.1PriceSwipes.com | ||
Orlando, United States (US) | Finance and Banking Finance and Banking | 2-10 | info@fairwaywealthadvisors.nm.com | https://fairwaywealthadvisors.nm.com/ | ||
St Petersburg, United States (US) | Finance and Banking Finance and Banking | 2-10 | info@risewisely.com | http://www.RiseWisely.com | ||
Anchorage, United States (US) | Finance and Banking Finance and Banking | 2-10 | info@brightroadwealth.com | http://www.brightroadwealth.com | ||
Plano, United States (US) | Finance and Banking Finance and Banking | 2-10 | support@dmtax-financial.com | http://www.Dmtax-Financial.com | ||
New Jersey, United States (US) | Finance and Banking Finance and Banking | 2-10 | info@americanbusinesslending.com | https://www.americanbusinesslending.com/ | ||
New Jersey, United States (US) | Finance and Banking Finance and Banking | 2-10 | info@dentalprobill.com | https://www.dentalprobill.com | ||
irvine, United States (US) | Finance and Banking Finance and Banking | 2-10 | info@alir.com | http://alir.com | ||
Toledo, United States (US) | Finance and Banking Finance and Banking | 2-10 | info@dynastywp.com | http://dynastywp.com | ||
Henrico, United States (US) | Finance and Banking Finance and Banking | 2-10 | bill@stepwisefinancial.com | https://www.stepwisefinancial.com/ | ||
Orlando, United States (US) | Finance and Banking Finance and Banking | 2-10 | info@lausconsult.com | http://lausconsult.com/ | ||
Greensboro, United States (US) | Finance and Banking Finance and Banking | 2-10 | info@ncat.edu | https://www.ncat.edu/ | ||
Orlando, United States (US) | Finance and Banking Finance and Banking | 2-10 | info@evolve-ag.com | http://www.evolveadvisorgroup.com | ||
Orlando, United States (US) | Finance and Banking Finance and Banking | 2-10 | info@robincp.com | http://www.robincp.com | ||
Lincoln, United States (US) | Finance and Banking Finance and Banking | 2-10 | info@ufslincoln.com | http://www.ufslincoln.com | ||
Orlando, United States (US) | Finance and Banking Finance and Banking | 2-10 | info@adoingb.com | https://adoingb.com | ||
Lincoln, United States (US) | Finance and Banking Finance and Banking | 2-10 | info@jsfinancialonline.com | https://jsfinancialonline.com/ | ||
Jersey City, United States (US) | Finance and Banking Finance and Banking | 2-10 | info@rally.markets | https://rally.markets | ||
Fort Wayne, United States (US) | Finance and Banking Finance and Banking | 2-10 | info@millardfg.com | http://www.millardfg.com | ||
Lincoln, United States (US) | Finance and Banking Finance and Banking | 2-10 | contact@flyoverfintech.com | https://flyoverfintech.com/ | ||
St Petersburg, United States (US) | Finance and Banking Finance and Banking | 2-10 | info@hollydonaldsonfinancialplanner.com | http://hollydonaldsonfinancialplanner.com | ||
Irvine, United States (US) | Finance and Banking Finance and Banking | 2-10 | cwm@cookewm.com | https://www.CookeWM.com | ||
Fort Wayne, United States (US) | Finance and Banking Finance and Banking | 2-10 | info@tradewelltax.com | http://www.tradewelltax.com/ | ||
Irvine, United States (US) | Finance and Banking Finance and Banking | 2-10 | info@patriotequity.us | http://www.patriotequity.us | ||
St Petersburg, United States (US) | Finance and Banking Finance and Banking | 2-10 | info@basqueinvestgroup.com | http://basqueinvestgroup.com | ||
Plano, United States (US) | Finance and Banking Finance and Banking | 2-10 | info@vedomicapital.com | https://vedomicapital.com/ | ||
Winston-Salem, United States (US) | Finance and Banking Finance and Banking | 2-10 | info@copperseedcoach.com | http://www.copperseedcoach.com | ||
Plano, United States (US) | Finance and Banking Finance and Banking | 2-10 | info@strategicfp.com | http://strategicfp.com | ||
Plano, United States (US) | Finance and Banking Finance and Banking | 2-10 | info@frazierws.com | http://www.Frazierws.com | ||
St Petersburg, United States (US) | Finance and Banking Finance and Banking | 2-10 | info@marketwiseprivate.com | http://www.marketwiseprivate.com | ||
Orlando, United States (US) | Finance and Banking Finance and Banking | 2-10 | info@enotiva.com | http://www.enotiva.com |
50/2,666 results
Frequently asked questions
Updated 23 October 2026
What is Enterprise League?
Enterprise League is a free business directory that helps buyers find the right company by sector and country. Every company has a profile showing what it does, what it offers and how to get in touch.
Is it free to list my company?
Yes, and it stays free: no card, no paid tier. Your profile appears in search results and category pages, can show up to 20 products and services, and lets buyers message you or ask for a quote.
How does verification work, and what does it cost?
Verifying your company is free. Confirm a code we email to an address at your company’s website, or send a company registration document for our team to check, and the verified badge appears on your profile. To show the badge in the directory and search results as well, take out a subscription: the first 14 days are free, and the price is on our pricing page.
Where does the company information come from?
Most profiles are built from public sources, such as official company registers. Claim your company’s profile to correct its details and add your own.
How do I claim or correct my company’s profile?
Open your company’s profile and choose Claim Profile. If you use an email address at your company’s website, a 6-digit code makes the profile yours at once; otherwise our team reviews your request, usually within a few days. Spotted a mistake on a company that isn’t yours? Tell us through our contact page.