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 2661 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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Pioneer Zeal Enterprises is an Austin, Texas-based strategic partner dedicated to empowering micro businesses with AI-driven solutions and expert guidance.
We understand the unique challenges faced by small businesses and entrepreneurs, and we’re committed to providing the resources and support needed to achieve sustainable growth. Our focus is on simplifying operations, boosting efficiency, and unlocking scalable potential through smart systems and innovative approaches.
From initial business strategy and mentorship to AI implementation and digital transformation, Pioneer Zeal Enterprises helps you work smarter, not harder, fostering thriving local economies and driving impactful results. We provide a comprehensive launchpad for your business, connecting you with the tools, training, and network you need to succeed.
We understand the unique challenges faced by small businesses and entrepreneurs, and we’re committed to providing the resources and support needed to achieve sustainable growth. Our focus is on simplifying operations, boosting efficiency, and unlocking scalable potential through smart systems and innovative approaches.
From initial business strategy and mentorship to AI implementation and digital transformation, Pioneer Zeal Enterprises helps you work smarter, not harder, fostering thriving local economies and driving impactful results. We provide a comprehensive launchpad for your business, connecting you with the tools, training, and network you need to succeed.
Finance
Financial Services
JCCCapitalPartners is a real estate investment partnership based in Orlando, Florida, focused on identifying and investing in unique opportunities within the residential, retail, and commercial sectors of Central Florida’s real estate market.
We specialize in developing workforce housing in overlooked urban areas, creating high-quality living spaces and enhancing the quality of life for our tenants and buyers. Our approach centers on strategic joint ventures with developers of mixed-use projects in targeted growth zones.
JCCCapitalPartners provides capital and expertise to revitalize communities and deliver sustainable real estate solutions. We are committed to responsible investment and creating lasting value for our stakeholders.
We leverage our deep understanding of the Florida market to source and execute compelling projects, driving economic growth and positive social impact.
We specialize in developing workforce housing in overlooked urban areas, creating high-quality living spaces and enhancing the quality of life for our tenants and buyers. Our approach centers on strategic joint ventures with developers of mixed-use projects in targeted growth zones.
JCCCapitalPartners provides capital and expertise to revitalize communities and deliver sustainable real estate solutions. We are committed to responsible investment and creating lasting value for our stakeholders.
We leverage our deep understanding of the Florida market to source and execute compelling projects, driving economic growth and positive social impact.
Finance
Financial Services
Arch Point Resources is a San Francisco Bay Area-based private holding and operating company specializing in strategic capital deployment across diverse sectors.
We facilitate the buying and selling of critical equipment, including data center infrastructure, GPU servers, and industrial machinery, acting as an authorized referral partner of Factor X Equipment. Our expertise extends to sourcing surplus assets and managing full facility decommissions, serving businesses requiring efficient asset disposition solutions.
Furthermore, Arch Point Resources actively invests in and scales science-driven consumer brands, engages in digital asset markets, and acquires distressed residential properties for value-add renovation. We combine disciplined capital allocation with evidence-based decision making, delivering impactful results across each vertical.
Arch Point Resources provides a unique blend of operational expertise and strategic investment, driving value for our partners and stakeholders.
We facilitate the buying and selling of critical equipment, including data center infrastructure, GPU servers, and industrial machinery, acting as an authorized referral partner of Factor X Equipment. Our expertise extends to sourcing surplus assets and managing full facility decommissions, serving businesses requiring efficient asset disposition solutions.
Furthermore, Arch Point Resources actively invests in and scales science-driven consumer brands, engages in digital asset markets, and acquires distressed residential properties for value-add renovation. We combine disciplined capital allocation with evidence-based decision making, delivering impactful results across each vertical.
Arch Point Resources provides a unique blend of operational expertise and strategic investment, driving value for our partners and stakeholders.
Finance
Financial Services
Yellow Dragon Capital is a privately held investment company based in Orlando, Florida, specializing in a diverse portfolio including securities, real estate, retail, and sports investments.
We focus on strategic investments across various sectors, leveraging our expertise to drive growth and value creation.
Through our apparel brand, Yellow Dragon, we create unique, limited-edition collaborations with professional sports teams and leagues, offering fans high-quality branded merchandise through our e-commerce platform – www.yellowdragonshop.com. Our approach centers on building strong partnerships and delivering exceptional products to sports enthusiasts. Founded in 2025, we are a growing team dedicated to innovative investment strategies and a distinctive brand experience.
We focus on strategic investments across various sectors, leveraging our expertise to drive growth and value creation.
Through our apparel brand, Yellow Dragon, we create unique, limited-edition collaborations with professional sports teams and leagues, offering fans high-quality branded merchandise through our e-commerce platform – www.yellowdragonshop.com. Our approach centers on building strong partnerships and delivering exceptional products to sports enthusiasts. Founded in 2025, we are a growing team dedicated to innovative investment strategies and a distinctive brand experience.
Finance
Financial Services
Harborstone Capital Group is a private capital allocation firm based in Orlando, Florida, specializing in institutional-quality multifamily and senior housing investments.
We serve families, business owners, and investors seeking greater control, efficiency, and long-term stewardship of their capital. Our approach focuses on intentional capital structuring, policy optimization, and real estate investment strategies, designed to improve liquidity, flexibility, and long-term access to capital.
Harborstone Capital Group takes a strategic, family-office mindset, prioritizing clarity, selectivity, and alignment with our clients’ long-term goals. We evaluate existing policies to identify opportunities for efficiency, flexibility, and sustainable growth, offering tailored recommendations for enhanced capital access and multigenerational continuity.
We serve families, business owners, and investors seeking greater control, efficiency, and long-term stewardship of their capital. Our approach focuses on intentional capital structuring, policy optimization, and real estate investment strategies, designed to improve liquidity, flexibility, and long-term access to capital.
Harborstone Capital Group takes a strategic, family-office mindset, prioritizing clarity, selectivity, and alignment with our clients’ long-term goals. We evaluate existing policies to identify opportunities for efficiency, flexibility, and sustainable growth, offering tailored recommendations for enhanced capital access and multigenerational continuity.
Finance
Financial Services
Prometheus Digital Ventures is a California-based investment firm specializing in **digital assets**, **blockchain**, and **distributed technology**.
We focus on identifying and supporting innovative companies at the forefront of the shift towards a digitally-driven future.
Our approach centers on understanding the transformative potential of these technologies, particularly in areas like **finance**, **lending**, and **information technology**. We provide strategic investment and support to help these ventures scale and succeed in this evolving landscape.
Founded in 2020, Prometheus Digital Ventures is committed to navigating the complexities of the digital asset space and fostering growth within the broader technology sector.
We focus on identifying and supporting innovative companies at the forefront of the shift towards a digitally-driven future.
Our approach centers on understanding the transformative potential of these technologies, particularly in areas like **finance**, **lending**, and **information technology**. We provide strategic investment and support to help these ventures scale and succeed in this evolving landscape.
Founded in 2020, Prometheus Digital Ventures is committed to navigating the complexities of the digital asset space and fostering growth within the broader technology sector.
Finance
Financial Services
Finnodec Invest is a US-based investment company specializing in long-term investment strategies. We operate a unique online community platform – a single-community investing forum – where users collaboratively evaluate investment ideas on specific tickers. Finnodec leverages data-driven discussions to empower investors with transparent insights, focusing on companies delivering genuine value and poised to own the future. Our approach combines collaborative analysis with a focus on portfolio volatility reduction, creating a robust investment framework.
Finnodec’s core service is facilitating informed investment decisions through a dynamic, user-driven platform. We provide a space for investors to share, debate, and collectively assess potential opportunities.
As a long-term investment company, Finnodec utilizes Palantir Foundry to support strategic decision-making. We are committed to fostering a community of discerning investors dedicated to identifying and investing in promising companies.
Finnodec’s core service is facilitating informed investment decisions through a dynamic, user-driven platform. We provide a space for investors to share, debate, and collectively assess potential opportunities.
As a long-term investment company, Finnodec utilizes Palantir Foundry to support strategic decision-making. We are committed to fostering a community of discerning investors dedicated to identifying and investing in promising companies.
Finance
Financial Services
Kodi Kai Capital is a quantitative asset management firm based in Irvine, California, specializing in discretionary trading advisory services within the U.S. futures markets.
We develop and manage systematic trading strategies designed to operate across varying market conditions, prioritizing disciplined risk management and consistent execution. Our methodologies are rooted in proprietary quantitative research and statistical analysis, providing investors with a robust approach to wealth growth.
At Kodi Kai Capital, we leverage original research and rigorous analysis to deliver consistent, risk-managed returns. We focus on providing a global trading community with sustainable wealth growth. We are a managed futures firm dedicated to delivering superior performance through sophisticated, rules-based trading programs.
We develop and manage systematic trading strategies designed to operate across varying market conditions, prioritizing disciplined risk management and consistent execution. Our methodologies are rooted in proprietary quantitative research and statistical analysis, providing investors with a robust approach to wealth growth.
At Kodi Kai Capital, we leverage original research and rigorous analysis to deliver consistent, risk-managed returns. We focus on providing a global trading community with sustainable wealth growth. We are a managed futures firm dedicated to delivering superior performance through sophisticated, rules-based trading programs.
Finance
Financial Services
P3 Wealth Advisors is a US-based wealth management firm located in Maryland and Texas, specializing in comprehensive financial planning and wealth management solutions.
We serve a diverse clientele, including business owners, federal employees, retirees, and individuals seeking to build and preserve their wealth. Our core mission is to provide personalized guidance and strategic solutions to help our clients achieve their financial goals, whether it’s retirement planning, investment management, or estate planning.
What sets P3 Wealth Advisors apart is our client-centered approach, built on a foundation of perspective, process, and partnership. We prioritize understanding our clients’ unique circumstances, values, and aspirations to create tailored plans that align with their long-term vision. We combine extensive experience with a commitment to your financial confidence, ensuring that every project we undertake is tailored to your needs.
Our team of seasoned professionals offers a range of services, including financial planning, wealth management, income & asset management, and small business retirement plans. We are dedicated to helping you navigate the complexities of the financial landscape and build a secure financial future.
We serve a diverse clientele, including business owners, federal employees, retirees, and individuals seeking to build and preserve their wealth. Our core mission is to provide personalized guidance and strategic solutions to help our clients achieve their financial goals, whether it’s retirement planning, investment management, or estate planning.
What sets P3 Wealth Advisors apart is our client-centered approach, built on a foundation of perspective, process, and partnership. We prioritize understanding our clients’ unique circumstances, values, and aspirations to create tailored plans that align with their long-term vision. We combine extensive experience with a commitment to your financial confidence, ensuring that every project we undertake is tailored to your needs.
Our team of seasoned professionals offers a range of services, including financial planning, wealth management, income & asset management, and small business retirement plans. We are dedicated to helping you navigate the complexities of the financial landscape and build a secure financial future.
Finance
Financial Services
Compound Daily is a US-based online resource dedicated to providing comprehensive financial news and tools for wealth building. We offer a suite of compound interest calculators, including Forex, Simple Interest, Mortgage, Crypto, and Staking calculators, alongside market news and analysis. Our mission is to empower individuals to make informed investment decisions and build lasting wealth through strategic planning and understanding. We help users stack tax-advantaged accounts, business entities, and living trusts to maximize their financial potential.
We provide a unique perspective on long-term financial planning, drawing on three decades of experience as a financial planner. Our insights, such as ‘The 30-Year View,’ highlight the importance of consistency and patience in achieving financial goals.
Compound Daily is committed to delivering accurate, timely information and practical tools to support investors of all levels. We are a trusted source for understanding complex financial concepts and navigating the ever-changing market landscape.
We provide a unique perspective on long-term financial planning, drawing on three decades of experience as a financial planner. Our insights, such as ‘The 30-Year View,’ highlight the importance of consistency and patience in achieving financial goals.
Compound Daily is committed to delivering accurate, timely information and practical tools to support investors of all levels. We are a trusted source for understanding complex financial concepts and navigating the ever-changing market landscape.
Finance
Financial Services
LCA Lúgal Capital is a strategic growth advisory firm based in Orlando, Florida, specializing in delivering bespoke solutions for businesses seeking expansion and investment.
We partner with clients across a range of sectors, including financial services and alternative assets, to navigate complex growth challenges and unlock new opportunities. Our team of experienced investment and business development professionals leverages over 25 years of industry knowledge to provide tailored strategies for market analysis, partnership development, and overall growth management.
LCA Lúgal Capital focuses on delivering exceptional results through strategic growth advisory, financial advisory, fundraising support, and transaction preparation – helping our clients achieve sustainable and scalable success. We are dedicated to optimizing growth and driving value creation for our partners.
We partner with clients across a range of sectors, including financial services and alternative assets, to navigate complex growth challenges and unlock new opportunities. Our team of experienced investment and business development professionals leverages over 25 years of industry knowledge to provide tailored strategies for market analysis, partnership development, and overall growth management.
LCA Lúgal Capital focuses on delivering exceptional results through strategic growth advisory, financial advisory, fundraising support, and transaction preparation – helping our clients achieve sustainable and scalable success. We are dedicated to optimizing growth and driving value creation for our partners.
Finance
Financial Services
Rebellion Assets and Property LLC is a Florida-based assets and property management company specializing in real estate investment and strategic asset acquisition.
We focus on creating generational wealth for first-generation asset-acquired individuals from BIPOC backgrounds, utilizing the BRRRR method and building diversified portfolio ROI management strategies.
Our approach centers on responsible community investment, supporting small businesses, and providing safe, collaborative spaces for collective organization and wealth building. We manage a range of properties including Airbnb’s, VRBOs, long-term rentals, and multi-family housing units, with a commitment to impactful, sustainable growth.
We focus on creating generational wealth for first-generation asset-acquired individuals from BIPOC backgrounds, utilizing the BRRRR method and building diversified portfolio ROI management strategies.
Our approach centers on responsible community investment, supporting small businesses, and providing safe, collaborative spaces for collective organization and wealth building. We manage a range of properties including Airbnb’s, VRBOs, long-term rentals, and multi-family housing units, with a commitment to impactful, sustainable growth.
Finance
Financial Services
Brave Bear Ventures is a seed-stage venture capital firm based in Orlando, Florida, focused on investing in high-growth startups.
We partner with ambitious founders across diverse sectors, including fintech, AI, robotics, gaming, e-commerce, and SaaS, providing crucial capital and strategic guidance to accelerate their growth.
Our approach centers on identifying companies with a clear vision, a strong founding team, and a demonstrable path to significant revenue – typically aiming for $100M+ within five years. We prioritize founders who have prior experience, even if it includes past failures, and who are committed to building scalable, tech-enabled businesses.
We typically provide investment checks ranging from $5,000 to $50,000, leveraging our network of trusted angel groups to thoroughly vet potential investments.
We partner with ambitious founders across diverse sectors, including fintech, AI, robotics, gaming, e-commerce, and SaaS, providing crucial capital and strategic guidance to accelerate their growth.
Our approach centers on identifying companies with a clear vision, a strong founding team, and a demonstrable path to significant revenue – typically aiming for $100M+ within five years. We prioritize founders who have prior experience, even if it includes past failures, and who are committed to building scalable, tech-enabled businesses.
We typically provide investment checks ranging from $5,000 to $50,000, leveraging our network of trusted angel groups to thoroughly vet potential investments.
Finance
Financial Services
Longer Table Holdings is a Durham, North Carolina-based family holding company specializing in the acquisition and management of diverse businesses, including real estate, direct-to-consumer brands, professional services, and software ventures.
We focus on identifying and nurturing under-resourced and under-represented businesses, applying a restorative approach to create lasting value and positive impact.
Longer Table Holdings provides strategic investment and operational expertise, prioritizing ethical practices and community benefit. Our commitment is to build sustainable, thriving businesses that contribute to a more equitable and prosperous future. We are dedicated to responsible growth and creating opportunities for all.
Founded in 2020, we currently operate with a small, dedicated team, and are committed to fostering a culture of integrity and innovation.
We focus on identifying and nurturing under-resourced and under-represented businesses, applying a restorative approach to create lasting value and positive impact.
Longer Table Holdings provides strategic investment and operational expertise, prioritizing ethical practices and community benefit. Our commitment is to build sustainable, thriving businesses that contribute to a more equitable and prosperous future. We are dedicated to responsible growth and creating opportunities for all.
Founded in 2020, we currently operate with a small, dedicated team, and are committed to fostering a culture of integrity and innovation.
Finance
Financial Services
Coastal Business Acquisitions is a mergers and acquisitions investment company based in Chula Vista, California, specializing in acquiring small to mid-sized businesses across Southern California.
We connect business owners directly with investors, facilitating seamless and transparent business transitions. Our focus is on essential service industries such as home services, manufacturing, and B2B companies.
Coastal Business Acquisitions offers a unique approach to business acquisitions, providing comprehensive services including business evaluations, exit strategy planning, and guidance for owners preparing for sale – all without the involvement of traditional brokers or commissions. We prioritize fast decision-making and smooth closings, ensuring a positive experience for all parties involved. We are dedicated to helping entrepreneurs achieve their goals through strategic acquisitions.
We connect business owners directly with investors, facilitating seamless and transparent business transitions. Our focus is on essential service industries such as home services, manufacturing, and B2B companies.
Coastal Business Acquisitions offers a unique approach to business acquisitions, providing comprehensive services including business evaluations, exit strategy planning, and guidance for owners preparing for sale – all without the involvement of traditional brokers or commissions. We prioritize fast decision-making and smooth closings, ensuring a positive experience for all parties involved. We are dedicated to helping entrepreneurs achieve their goals through strategic acquisitions.
Finance
Financial Services
Button & Button Wealth Management is a Greensboro, North Carolina-based wealth management firm dedicated to helping individuals and businesses achieve their financial goals.
We provide comprehensive investment advisory services, retirement planning, and business retirement solutions, tailored to your unique risk tolerance, time horizon, and objectives.
What sets us apart is our commitment to transparent, low-cost investment strategies, starting as low as 0.5% of assets under management, with no hidden fees or commissions. We prioritize building long-term relationships based on trust and a shared vision for your financial future.
As experienced CPAs and RIAs, we understand the specific needs of small businesses, offering expertise in SEP, SIMPLE, and 401(k) plans to help you attract and retain employees while minimizing your tax burden. We’re here to support you every step of the way, from initial consultations to ongoing portfolio management. Let’s build a secure and prosperous tomorrow, together.
We provide comprehensive investment advisory services, retirement planning, and business retirement solutions, tailored to your unique risk tolerance, time horizon, and objectives.
What sets us apart is our commitment to transparent, low-cost investment strategies, starting as low as 0.5% of assets under management, with no hidden fees or commissions. We prioritize building long-term relationships based on trust and a shared vision for your financial future.
As experienced CPAs and RIAs, we understand the specific needs of small businesses, offering expertise in SEP, SIMPLE, and 401(k) plans to help you attract and retain employees while minimizing your tax burden. We’re here to support you every step of the way, from initial consultations to ongoing portfolio management. Let’s build a secure and prosperous tomorrow, together.
Finance
Financial Services
Monument Equities is a New Jersey-based private equity real estate firm specializing in multifamily investment opportunities.
We focus on identifying and acquiring value-add multifamily properties in markets with strong demographic trends and proven economic resilience. Our team leverages over 100 years of combined private equity experience to deliver exceptional returns to our investors.
Monument Equities provides strategic capital placement and operational expertise, enabling us to unlock the full potential of niche sectors experiencing growth. We are dedicated to building wealth with confidence through data-driven investment strategies and a commitment to long-term value creation.
Founded in 2021, Monument Equities has quickly established itself as a trusted partner in the multifamily real estate market, driven by a rigorous underwriting process and a deep understanding of market dynamics.
We focus on identifying and acquiring value-add multifamily properties in markets with strong demographic trends and proven economic resilience. Our team leverages over 100 years of combined private equity experience to deliver exceptional returns to our investors.
Monument Equities provides strategic capital placement and operational expertise, enabling us to unlock the full potential of niche sectors experiencing growth. We are dedicated to building wealth with confidence through data-driven investment strategies and a commitment to long-term value creation.
Founded in 2021, Monument Equities has quickly established itself as a trusted partner in the multifamily real estate market, driven by a rigorous underwriting process and a deep understanding of market dynamics.
Finance
Financial Services
Progression Capital Investment is a real estate investment firm specializing in multifamily properties with value-add potential, headquartered in Orlando, Florida.
We focus on identifying and acquiring opportunistic multifamily assets in high-growth markets, specifically targeting Central Florida, Western Pennsylvania, and South Carolina. Our investment strategy centers on revitalizing properties and maximizing their long-term value.
Progression Capital Investment partners with investors seeking stable, income-generating real estate opportunities. We pride ourselves on a disciplined approach to investment selection and a commitment to delivering strong returns. We are dedicated to building lasting relationships with our clients and partners, driven by a team of experienced professionals.
Established in 2022, we are rapidly expanding our portfolio and seeking to align ourselves with the best of the best in the industry.
We focus on identifying and acquiring opportunistic multifamily assets in high-growth markets, specifically targeting Central Florida, Western Pennsylvania, and South Carolina. Our investment strategy centers on revitalizing properties and maximizing their long-term value.
Progression Capital Investment partners with investors seeking stable, income-generating real estate opportunities. We pride ourselves on a disciplined approach to investment selection and a commitment to delivering strong returns. We are dedicated to building lasting relationships with our clients and partners, driven by a team of experienced professionals.
Established in 2022, we are rapidly expanding our portfolio and seeking to align ourselves with the best of the best in the industry.
Finance
Financial Services
Walker Wealth is a privately held wealth management and financial advisory firm based in St. Petersburg, Florida. We provide personalized financial planning and investment advisory services, offering business and personal solutions to help you plan, protect, grow, and give. Serving the Tampa Bay area and beyond, we prioritize fiduciary standards and act in your best interests. Our multidisciplinary approach addresses every nuance of your financial picture, combining guidance for every stage of life – from young investors to retirees – and supporting businesses, families, and individuals. We’re dedicated to helping you achieve your definition of financial confidence. Starting your financial journey can be exciting but overwhelming. We provide guidance and support to help you build a solid financial foundation. Your business is more than just numbers. It's your passion, your livelihood, and your legacy. We provide tailored financial strategies to help you achieve your business goals, from start-up to expansion.
At Walker Wealth Management, our team of fiduciary professionals takes a disciplined, time tested approach to investment management, providing you the confidence you should have to pursue your goals. We also offer comprehensive estate planning, retirement planning, and insurance solutions to safeguard your future and the future of your loved ones.
Founded in 2016, Walker Wealth Management has grown to serve clients across Florida and the nation, committed to a client-first approach and upholding the highest ethical standards.
At Walker Wealth Management, our team of fiduciary professionals takes a disciplined, time tested approach to investment management, providing you the confidence you should have to pursue your goals. We also offer comprehensive estate planning, retirement planning, and insurance solutions to safeguard your future and the future of your loved ones.
Founded in 2016, Walker Wealth Management has grown to serve clients across Florida and the nation, committed to a client-first approach and upholding the highest ethical standards.
Finance
Financial Services
Just Mining OC is a cryptocurrency mining consulting business based in Irvine, California, specializing in GPU and ASIC mining rigs.
We provide expert guidance to individuals and businesses looking to enter the world of cryptocurrency mining. Our team offers comprehensive consulting services, assisting clients with investment strategies and navigating the complexities of the digital asset market.
We also handle the entire mining rig build and installation process, ensuring seamless setup and optimal performance. Furthermore, we provide on-site support and dedicated customer service for up to 12 months, guaranteeing a smooth and successful mining experience. We help clients maximize their returns and achieve their crypto mining goals.
Just Mining OC leverages years of experience in the cryptocurrency space to deliver tailored solutions and exceptional support.
We provide expert guidance to individuals and businesses looking to enter the world of cryptocurrency mining. Our team offers comprehensive consulting services, assisting clients with investment strategies and navigating the complexities of the digital asset market.
We also handle the entire mining rig build and installation process, ensuring seamless setup and optimal performance. Furthermore, we provide on-site support and dedicated customer service for up to 12 months, guaranteeing a smooth and successful mining experience. We help clients maximize their returns and achieve their crypto mining goals.
Just Mining OC leverages years of experience in the cryptocurrency space to deliver tailored solutions and exceptional support.
Finance
Financial Services
Dahlia Wealth is a Montreal-based financial education firm dedicated to empowering women through investment literacy.
We provide accessible and engaging investment education programs designed to help women become confident DIY investors. Our approach focuses on building a strong money mindset and understanding the fundamentals of the stock market, ETFs, and index investing.
Dahlia Wealth’s mission is to close the wealth gap by equipping women with the knowledge and tools they need to grow their wealth and achieve financial independence. We cater to women seeking to take control of their financial futures, fostering a community of financial feminists and empowering them to build lasting wealth.
Founded in 2015, Dahlia Wealth currently employs a small team of passionate educators and advisors, committed to making investment education accessible to all. We are expanding our reach with locations in Orlando, Florida, and continue to grow our community of empowered investors.
We provide accessible and engaging investment education programs designed to help women become confident DIY investors. Our approach focuses on building a strong money mindset and understanding the fundamentals of the stock market, ETFs, and index investing.
Dahlia Wealth’s mission is to close the wealth gap by equipping women with the knowledge and tools they need to grow their wealth and achieve financial independence. We cater to women seeking to take control of their financial futures, fostering a community of financial feminists and empowering them to build lasting wealth.
Founded in 2015, Dahlia Wealth currently employs a small team of passionate educators and advisors, committed to making investment education accessible to all. We are expanding our reach with locations in Orlando, Florida, and continue to grow our community of empowered investors.
Finance
Financial Services
The Jameson Companies is a leading financial services firm based in Orlando, Florida, specializing in providing comprehensive wealth management solutions to high-net-worth individuals and families.
We understand the complexities of building and preserving wealth across generations. Our team of experienced advisors focuses on delivering personalized strategies tailored to each client’s unique goals, encompassing retirement planning, investment management, estate planning, and tax optimization.
At Jameson Companies, we prioritize a collaborative approach, building long-term relationships founded on trust and transparency. We are committed to helping our clients achieve financial security and realize their aspirations.
Founded in 2015, we’ve grown to serve a diverse clientele while maintaining a commitment to exceptional service and a deep understanding of the financial landscape.
We understand the complexities of building and preserving wealth across generations. Our team of experienced advisors focuses on delivering personalized strategies tailored to each client’s unique goals, encompassing retirement planning, investment management, estate planning, and tax optimization.
At Jameson Companies, we prioritize a collaborative approach, building long-term relationships founded on trust and transparency. We are committed to helping our clients achieve financial security and realize their aspirations.
Founded in 2015, we’ve grown to serve a diverse clientele while maintaining a commitment to exceptional service and a deep understanding of the financial landscape.
Finance
Financial Services
Hart Financial Services, LLC is a financial services firm based in St. Petersburg, Florida, dedicated to providing comprehensive wealth management solutions for individuals, families, and small businesses.
We specialize in crafting personalized financial plans that align with your unique goals and risk tolerance. Our approach centers around utilizing institutional-grade investment strategies and a user-friendly online planning system to help you visualize and track your progress towards a secure financial future.
As independent advisors, we offer a broad range of investment options, including annuities and life insurance, alongside our core wealth management services. We are committed to transparency and building long-term relationships based on trust and expertise.
Hart Financial Services, LLC helps clients navigate the complexities of retirement planning, investment management, and insurance needs, empowering them to achieve their financial aspirations.
We specialize in crafting personalized financial plans that align with your unique goals and risk tolerance. Our approach centers around utilizing institutional-grade investment strategies and a user-friendly online planning system to help you visualize and track your progress towards a secure financial future.
As independent advisors, we offer a broad range of investment options, including annuities and life insurance, alongside our core wealth management services. We are committed to transparency and building long-term relationships based on trust and expertise.
Hart Financial Services, LLC helps clients navigate the complexities of retirement planning, investment management, and insurance needs, empowering them to achieve their financial aspirations.
Finance
Financial Services
Bull City Partners is a Durham, North Carolina-based investment firm specializing in acquiring and operating privately held companies.
We focus on partnering with established businesses across the **Financial Services** sector, providing strategic guidance and operational expertise to drive growth and maximize value.
Our approach centers on identifying resilient companies with strong fundamentals and a clear path to expansion, leveraging our team’s deep industry knowledge and operational capabilities to unlock their full potential. We are dedicated to building lasting partnerships and delivering exceptional returns for our investors.
Founded in 2023, Bull City Partners is a nimble and results-oriented firm committed to creating sustainable value in the businesses we acquire.
We focus on partnering with established businesses across the **Financial Services** sector, providing strategic guidance and operational expertise to drive growth and maximize value.
Our approach centers on identifying resilient companies with strong fundamentals and a clear path to expansion, leveraging our team’s deep industry knowledge and operational capabilities to unlock their full potential. We are dedicated to building lasting partnerships and delivering exceptional returns for our investors.
Founded in 2023, Bull City Partners is a nimble and results-oriented firm committed to creating sustainable value in the businesses we acquire.
Finance
Financial Services
Prudent Prosperity is a Texas-based wealth management firm dedicated to providing comprehensive, custom financial planning solutions.
We specialize in helping families build, protect, and grow their wealth through personalized investment management, strategic tax planning, and proactive estate planning.
Our approach is rooted in decades of experience within the securities industry, combined with a commitment to client service excellence and a focus on long-term family success. We offer a unique, employee-owned model, providing access to global resources and negotiated investment terms.
Prudent Prosperity is committed to guiding clients through every stage of their financial journey, one prudent step at a time.
We specialize in helping families build, protect, and grow their wealth through personalized investment management, strategic tax planning, and proactive estate planning.
Our approach is rooted in decades of experience within the securities industry, combined with a commitment to client service excellence and a focus on long-term family success. We offer a unique, employee-owned model, providing access to global resources and negotiated investment terms.
Prudent Prosperity is committed to guiding clients through every stage of their financial journey, one prudent step at a time.
Finance
Financial Services
Analogous Investment Management is a fee-only investment advisory firm based in Anchorage, Alaska, dedicated to providing disciplined investment management and long-term financial guidance to individuals and high-net-worth clients.
We specialize in building personalized investment strategies aligned with our clients’ unique goals and risk tolerance. Our approach centers on thoughtful portfolio management and comprehensive financial planning, ensuring a clear and transparent path toward achieving financial success.
As a fiduciary, Analogous Investment Management prioritizes acting solely in the best interests of our clients, fostering trust and long-term partnerships. We are committed to delivering exceptional service and expertise, helping clients navigate the complexities of the investment landscape and confidently pursue their financial aspirations. We serve clients seeking sophisticated investment solutions and proactive financial oversight.
Founded in 2020, we’ve quickly established ourselves as a reliable partner for those seeking clarity and control over their financial future.
We specialize in building personalized investment strategies aligned with our clients’ unique goals and risk tolerance. Our approach centers on thoughtful portfolio management and comprehensive financial planning, ensuring a clear and transparent path toward achieving financial success.
As a fiduciary, Analogous Investment Management prioritizes acting solely in the best interests of our clients, fostering trust and long-term partnerships. We are committed to delivering exceptional service and expertise, helping clients navigate the complexities of the investment landscape and confidently pursue their financial aspirations. We serve clients seeking sophisticated investment solutions and proactive financial oversight.
Founded in 2020, we’ve quickly established ourselves as a reliable partner for those seeking clarity and control over their financial future.
Finance
Financial Services
Jones Capital Advisors is a Texas-based investment management firm dedicated to providing disciplined investment portfolio solutions and comprehensive financial planning for corporate executives and high net worth individuals.
As an independent Registered Investment Advisory firm, we prioritize long-term portfolio performance and exceptional client service. We focus on understanding each client’s unique needs and delivering thoughtful, well-educated solutions in a timely manner.
Our approach centers on patient analysis of fundamentals and strategic investment decisions, ensuring a balanced approach to risk and potential returns. We specialize in investment management, financial planning, and life insurance, helping our clients achieve their financial goals. We are committed to building lasting relationships based on trust and expertise.
As an independent Registered Investment Advisory firm, we prioritize long-term portfolio performance and exceptional client service. We focus on understanding each client’s unique needs and delivering thoughtful, well-educated solutions in a timely manner.
Our approach centers on patient analysis of fundamentals and strategic investment decisions, ensuring a balanced approach to risk and potential returns. We specialize in investment management, financial planning, and life insurance, helping our clients achieve their financial goals. We are committed to building lasting relationships based on trust and expertise.
Finance
Financial Services
Crypto Access Capital Partners, LLC is a US-based digital asset fund headquartered in Orlando, Florida, specializing in AI-driven strategy execution and institutional-grade infrastructure.
We provide access to the digital asset market for corporations and individual investors seeking a modern, compliant, and liquid investment approach. Our core offering, FOLIO, is an AI-powered fund infrastructure that unifies strategy automation, risk analytics, compliance workflows, custody integration, and investor communication—all within a transparent, institutional-grade platform.
At Crypto Access Fund, we combine cycle-aware macro modeling, on-chain market intelligence, and liquidity analysis, prioritizing disciplined, data-driven decision-making. Our team, led by former Walt Disney executive Allen Weiss and blockchain innovation expert Max Hooper, brings decades of experience in finance, technology, and cybersecurity to deliver performance with discipline. AI-Powered Fund Infrastructure and Institutional Digital Asset Fund are key differentiators.
We are committed to providing accredited individuals and corporations with institutional-grade access to the most promising opportunities in digital assets, leveraging dynamic capital deployment and compliant, liquid fund structures to unlock sustainable growth.
We provide access to the digital asset market for corporations and individual investors seeking a modern, compliant, and liquid investment approach. Our core offering, FOLIO, is an AI-powered fund infrastructure that unifies strategy automation, risk analytics, compliance workflows, custody integration, and investor communication—all within a transparent, institutional-grade platform.
At Crypto Access Fund, we combine cycle-aware macro modeling, on-chain market intelligence, and liquidity analysis, prioritizing disciplined, data-driven decision-making. Our team, led by former Walt Disney executive Allen Weiss and blockchain innovation expert Max Hooper, brings decades of experience in finance, technology, and cybersecurity to deliver performance with discipline. AI-Powered Fund Infrastructure and Institutional Digital Asset Fund are key differentiators.
We are committed to providing accredited individuals and corporations with institutional-grade access to the most promising opportunities in digital assets, leveraging dynamic capital deployment and compliant, liquid fund structures to unlock sustainable growth.
Finance
Financial Services
Turms Capital is a leading asset management firm based in Orlando, Florida, specializing in private credit and equity investments for small businesses.
We provide tailored investment solutions, primarily involving subordinated debt and minority equity, to support companies through growth or succession plans. With 15 years of experience, we focus on the lower middle market, typically investing between $3 million and $15 million.
Our approach centers on integrity, transparency, and collaboration, allowing us to build strong partnerships with businesses seeking capital. We are committed to positively contributing to the economy through strategic investments and disciplined lending practices. Private Debt, Growth Capital, and Co-Investment are key components of our service offering.
We provide tailored investment solutions, primarily involving subordinated debt and minority equity, to support companies through growth or succession plans. With 15 years of experience, we focus on the lower middle market, typically investing between $3 million and $15 million.
Our approach centers on integrity, transparency, and collaboration, allowing us to build strong partnerships with businesses seeking capital. We are committed to positively contributing to the economy through strategic investments and disciplined lending practices. Private Debt, Growth Capital, and Co-Investment are key components of our service offering.
Finance
Financial Services
Chronos Capital Partners is a leading Hedge Fund & Private Equity Firm based in Las Vegas, Nevada, specializing in alternative investments for accredited investors.
We focus on identifying and securing opportunities across a range of asset classes, including private equity, real estate, and venture capital. Our team leverages deep market expertise and a rigorous investment process to deliver superior returns and minimize correlation with traditional market volatility.
Chronos Capital Partners provides sophisticated investment solutions designed to meet the unique needs of high-net-worth individuals and institutional investors seeking long-term growth. We pride ourselves on our commitment to transparency, personalized service, and a proactive approach to portfolio management.
Founded in 2018, Chronos Capital Partners has quickly established a reputation for delivering consistent performance and building strong, lasting relationships with our clients.
We focus on identifying and securing opportunities across a range of asset classes, including private equity, real estate, and venture capital. Our team leverages deep market expertise and a rigorous investment process to deliver superior returns and minimize correlation with traditional market volatility.
Chronos Capital Partners provides sophisticated investment solutions designed to meet the unique needs of high-net-worth individuals and institutional investors seeking long-term growth. We pride ourselves on our commitment to transparency, personalized service, and a proactive approach to portfolio management.
Founded in 2018, Chronos Capital Partners has quickly established a reputation for delivering consistent performance and building strong, lasting relationships with our clients.
Finance
Financial Services
Booker Creek Investments is a Durham, North Carolina-based real estate investment firm specializing in multi-family properties.
Founded by Dr. Corey Booker and Sinéad King, Booker Creek Investments provides unique investment opportunities focused on revitalizing underperforming multi-family assets.
Through strategic development, improved management, and keen market observations, we deliver above-average returns to our investors, combining increased cash flow with capital appreciation.
We are committed to connecting investors with compelling real estate opportunities, offering a trusted partnership for achieving financial goals. Real Estate Investment, Multi-Family Properties, Durham, NC.
Founded by Dr. Corey Booker and Sinéad King, Booker Creek Investments provides unique investment opportunities focused on revitalizing underperforming multi-family assets.
Through strategic development, improved management, and keen market observations, we deliver above-average returns to our investors, combining increased cash flow with capital appreciation.
We are committed to connecting investors with compelling real estate opportunities, offering a trusted partnership for achieving financial goals. Real Estate Investment, Multi-Family Properties, Durham, NC.
Finance
Financial Services
CrestHaven is a New York-based private equity firm specializing in diversified portfolios across public and private equity, with a strategic focus on national security, healthcare, and real estate investments.
We partner with exceptional management teams and leading investors to build sustainable, long-term value. Our investment approach centers on identifying and supporting companies with strong growth potential and resilient business models.
CrestHaven’s expertise lies in navigating complex investment landscapes and delivering consistent returns. We are dedicated to fostering collaborative relationships and creating lasting impact within the sectors we serve. We provide sophisticated investment solutions for a range of stakeholders, including institutional investors and family offices.
Founded in 2025, CrestHaven is committed to responsible investing and creating value for our partners and the communities we serve.
We partner with exceptional management teams and leading investors to build sustainable, long-term value. Our investment approach centers on identifying and supporting companies with strong growth potential and resilient business models.
CrestHaven’s expertise lies in navigating complex investment landscapes and delivering consistent returns. We are dedicated to fostering collaborative relationships and creating lasting impact within the sectors we serve. We provide sophisticated investment solutions for a range of stakeholders, including institutional investors and family offices.
Founded in 2025, CrestHaven is committed to responsible investing and creating value for our partners and the communities we serve.
Finance
Financial Services
Mentum is a US-based mobile investment platform, specializing in commission-free, asset-backed investing for passive income.
We’re building a revolutionary mobile experience designed to disrupt traditional investing, making it accessible and straightforward for everyone. Our platform offers real market trends and custom platform features, empowering users to generate passive income streams.
Mentum’s core focus is on providing a transparent and user-friendly environment for investors seeking alternative income opportunities. We cater to individuals looking for a modern, flexible approach to investing, particularly those interested in real estate and FinTech.
Founded in 2018, Mentum is currently a small team of dedicated professionals based in Irvine, California, committed to innovation and user satisfaction.
We’re building a revolutionary mobile experience designed to disrupt traditional investing, making it accessible and straightforward for everyone. Our platform offers real market trends and custom platform features, empowering users to generate passive income streams.
Mentum’s core focus is on providing a transparent and user-friendly environment for investors seeking alternative income opportunities. We cater to individuals looking for a modern, flexible approach to investing, particularly those interested in real estate and FinTech.
Founded in 2018, Mentum is currently a small team of dedicated professionals based in Irvine, California, committed to innovation and user satisfaction.
Finance
Financial Services
Mattina Capital is a real estate investment firm based in St. Petersburg, Florida, specializing in commercial real estate investments.
We focus on identifying and acquiring special situations and value-oriented opportunities within the sector. Mattina Capital provides strategic investment solutions for investors seeking to capitalize on distressed assets and emerging markets.
Our approach centers on thorough due diligence, financial modeling, and a deep understanding of the commercial real estate landscape. We aim to deliver strong returns while mitigating risk, supporting our clients’ financial goals.
Founded in 2024, Mattina Capital is a dynamic team dedicated to building long-term value through strategic real estate investments.
We focus on identifying and acquiring special situations and value-oriented opportunities within the sector. Mattina Capital provides strategic investment solutions for investors seeking to capitalize on distressed assets and emerging markets.
Our approach centers on thorough due diligence, financial modeling, and a deep understanding of the commercial real estate landscape. We aim to deliver strong returns while mitigating risk, supporting our clients’ financial goals.
Founded in 2024, Mattina Capital is a dynamic team dedicated to building long-term value through strategic real estate investments.
Finance
Financial Services
SJC Capital LLC is a global non-custodial multi-family office consultancy based in St. Petersburg, Florida, specializing in quality discrete investment management services for exclusive individuals and multi-generational wealth.
We leverage decades of experience, drawing on best practices from the UK’s wealthiest families, to manage portfolios ranging from billion-dollar allocations. Our approach is rooted in proven success across all economic cycles, coupled with the strategic use of advanced technologies, including Artificial Intelligence since 2019.
SJC Capital LLC prioritizes transparency and utilizes a bespoke investment universe tailored to specific ethical, organizational, or performance requirements. We offer a comprehensive suite of services, including best-in-class custodial and liquidity solutions, alongside the highest professional qualifications, ensuring the secure and efficient management of your assets.
We leverage decades of experience, drawing on best practices from the UK’s wealthiest families, to manage portfolios ranging from billion-dollar allocations. Our approach is rooted in proven success across all economic cycles, coupled with the strategic use of advanced technologies, including Artificial Intelligence since 2019.
SJC Capital LLC prioritizes transparency and utilizes a bespoke investment universe tailored to specific ethical, organizational, or performance requirements. We offer a comprehensive suite of services, including best-in-class custodial and liquidity solutions, alongside the highest professional qualifications, ensuring the secure and efficient management of your assets.
Finance
Financial Services
TDZ Capital Partners is a private equity firm based in St Petersburg, Florida, specializing in the Hospitality and Vacation Club sector. We identify and acquire high-yielding properties in desirable locations, transforming them into thriving communities. Our proven model of success, combined with a commitment to capital preservation and strategic growth, delivers strong returns for our investors.
At TDZ Capital Partners, we focus on creating vibrant communities through thoughtful real estate development, prioritizing both financial gain and a high quality of life for all residents – from investors to residents.
Our experienced management team, with deep expertise in capital markets and real estate, utilizes a rigorous research process and a collaborative approach to identify opportunities and execute our strategy. We are dedicated to transparent communication, ethical conduct, and unwavering integrity, ensuring we remain faithful stewards of investor capital and consistently deliver clear, consistent results.
At TDZ Capital Partners, we focus on creating vibrant communities through thoughtful real estate development, prioritizing both financial gain and a high quality of life for all residents – from investors to residents.
Our experienced management team, with deep expertise in capital markets and real estate, utilizes a rigorous research process and a collaborative approach to identify opportunities and execute our strategy. We are dedicated to transparent communication, ethical conduct, and unwavering integrity, ensuring we remain faithful stewards of investor capital and consistently deliver clear, consistent results.
Finance
Financial Services
Capital Consulting & Asset Management is a Lincoln, Nebraska-based Registered Investment Advisor (RIA) providing comprehensive financial planning and wealth management services to individuals, corporations, and institutions.
We specialize in delivering independent, conflict-free advice, helping clients achieve their financial goals through strategic asset allocation, portfolio management evaluation, and ongoing monitoring. Our services encompass financial planning, estate planning, and educational planning, ensuring a holistic approach to wealth preservation and growth.
As an independent RIA, Capital Consulting & Asset Management prioritizes client partnerships and strategic alliances, offering unbiased recommendations and support. We focus on building long-term relationships based on trust and transparency, helping our clients navigate complex financial landscapes. Founded in 1996, we have a dedicated team of experienced professionals committed to delivering exceptional service and personalized solutions. Financial Planning, Estate Planning, and Wealth Management are at the core of our offerings.
We specialize in delivering independent, conflict-free advice, helping clients achieve their financial goals through strategic asset allocation, portfolio management evaluation, and ongoing monitoring. Our services encompass financial planning, estate planning, and educational planning, ensuring a holistic approach to wealth preservation and growth.
As an independent RIA, Capital Consulting & Asset Management prioritizes client partnerships and strategic alliances, offering unbiased recommendations and support. We focus on building long-term relationships based on trust and transparency, helping our clients navigate complex financial landscapes. Founded in 1996, we have a dedicated team of experienced professionals committed to delivering exceptional service and personalized solutions. Financial Planning, Estate Planning, and Wealth Management are at the core of our offerings.
Finance
Financial Services
Hedgedemia Capital is a quantitative hedge fund based in Jersey City, New Jersey, specializing in U.S. equity and options markets.
We leverage state-of-the-art reinforcement learning to dynamically optimize investment strategies, balancing buying, selling, cash holdings, and hedging. Our approach is underpinned by rigorous backtesting and a commitment to data-driven decision-making.
Hedgedemia Capital caters to a diverse range of investors, including accredited investors, family offices, and institutional investors seeking sophisticated quantitative investment solutions. We provide advisory services and are open to new investment opportunities within the U.S. market.
We leverage state-of-the-art reinforcement learning to dynamically optimize investment strategies, balancing buying, selling, cash holdings, and hedging. Our approach is underpinned by rigorous backtesting and a commitment to data-driven decision-making.
Hedgedemia Capital caters to a diverse range of investors, including accredited investors, family offices, and institutional investors seeking sophisticated quantitative investment solutions. We provide advisory services and are open to new investment opportunities within the U.S. market.
Finance
Financial Services
Sunset Prosperities is a veteran-owned real estate investment company specializing in purchasing, rehabbing, and selling single-family and multi-family homes, primarily serving homeowners in Orlando, Florida facing financial difficulties.
We focus on providing solutions to help clients avoid foreclosure and retain their properties. Our approach centers on efficient property management and strategic sales, ensuring a positive outcome for both the homeowner and our investors.
As a Florida-based company, we leverage local market expertise to identify undervalued properties and deliver exceptional results. We are dedicated to assisting families and building a strong community through responsible real estate practices.
Founded in 2022, Sunset Prosperities currently employs a team of 4 professionals, dedicated to providing personalized service and achieving successful outcomes for our clients.
We focus on providing solutions to help clients avoid foreclosure and retain their properties. Our approach centers on efficient property management and strategic sales, ensuring a positive outcome for both the homeowner and our investors.
As a Florida-based company, we leverage local market expertise to identify undervalued properties and deliver exceptional results. We are dedicated to assisting families and building a strong community through responsible real estate practices.
Founded in 2022, Sunset Prosperities currently employs a team of 4 professionals, dedicated to providing personalized service and achieving successful outcomes for our clients.
Finance
Financial Services
Zen Ventures is a Dallas-based venture fund specializing in Tech, Real Estate, Recruitment, and Social Entrepreneurship.
Founded in 2022, Zen Ventures combines 100 years of combined experience in building and investing in startups and real estate, leveraging a philosophy of ‘think big, start small, act fast’ to accelerate growth for its portfolio companies.
We provide capital and strategic guidance across various stages, from seed and angel funding to Series A, B, and C rounds, alongside incubation and mentorship programs. Zen Ventures aims to connect the growing Tech and Real Estate markets, offering a diversified investment portfolio focused on hypergrowth startups and high-performing real estate assets.
With over $50 million in capital deployed, and expertise in areas like IT Recruitment, VOIP Solutions, Multifamily, and Land Development, Zen Ventures is a trusted partner for companies seeking to scale their operations and achieve lasting success.
Founded in 2022, Zen Ventures combines 100 years of combined experience in building and investing in startups and real estate, leveraging a philosophy of ‘think big, start small, act fast’ to accelerate growth for its portfolio companies.
We provide capital and strategic guidance across various stages, from seed and angel funding to Series A, B, and C rounds, alongside incubation and mentorship programs. Zen Ventures aims to connect the growing Tech and Real Estate markets, offering a diversified investment portfolio focused on hypergrowth startups and high-performing real estate assets.
With over $50 million in capital deployed, and expertise in areas like IT Recruitment, VOIP Solutions, Multifamily, and Land Development, Zen Ventures is a trusted partner for companies seeking to scale their operations and achieve lasting success.
Finance
Financial Services
Global Investment Solutions is a registered investment advisor based in Irvine, California, providing tailored portfolio management solutions to individuals, retirement plans, and corporate entities.
We offer a multi-strategy approach, combining passive and active management techniques to align with each investor’s risk and return objectives. Our investment philosophy centers on objective risk and opportunity management, utilizing market data to identify opportune moments for portfolio adjustments – whether to become more opportunistic or defensive.
Founded in 1984 by Roger Kliminski, Global Investment Solutions leverages over 40 years of investment experience, prioritizing client understanding and comfort through an educational approach. We manage assets utilizing mutual funds and individual securities, and are committed to delivering results based on a deep understanding of market dynamics.
We offer a multi-strategy approach, combining passive and active management techniques to align with each investor’s risk and return objectives. Our investment philosophy centers on objective risk and opportunity management, utilizing market data to identify opportune moments for portfolio adjustments – whether to become more opportunistic or defensive.
Founded in 1984 by Roger Kliminski, Global Investment Solutions leverages over 40 years of investment experience, prioritizing client understanding and comfort through an educational approach. We manage assets utilizing mutual funds and individual securities, and are committed to delivering results based on a deep understanding of market dynamics.
Finance
Financial Services
B N C H M R X is an Irvine, California-based **Sustainability Wealth Advisory** firm specializing in **luxury real estate investment** and performance optimization.
We empower high-net-worth individuals and families to build and manage sustainable wealth portfolios, focusing on strategic **property management**, insightful **portfolio assessment**, and comprehensive **occupant training**.
Our approach combines deep industry expertise with a commitment to holistic well-being, offering tailored solutions for **energy & wellness optimization** and **retirement/fiduciary practicioning**. Founded in 2012, we provide above & beyond service, fostering long-term partnerships and delivering exceptional results.
We are a trusted partner for discerning clients seeking to maximize the value and impact of their real estate investments.
We empower high-net-worth individuals and families to build and manage sustainable wealth portfolios, focusing on strategic **property management**, insightful **portfolio assessment**, and comprehensive **occupant training**.
Our approach combines deep industry expertise with a commitment to holistic well-being, offering tailored solutions for **energy & wellness optimization** and **retirement/fiduciary practicioning**. Founded in 2012, we provide above & beyond service, fostering long-term partnerships and delivering exceptional results.
We are a trusted partner for discerning clients seeking to maximize the value and impact of their real estate investments.
Finance
Financial Services
The Emprise Group is a leading investment group based in Orlando, Florida, specializing in **seed stage** and **pre-seed stage** investments for innovative startups.
We focus on backing exceptional entrepreneurs and their teams with a deep understanding of their industries, providing more than just capital – we offer strategic resources and operational expertise to accelerate growth.
Our approach centers on building long-term partnerships, supporting companies through multiple funding rounds, and ultimately facilitating successful exits. We are dedicated to fostering a collaborative environment built on trust and open communication, recognizing the critical role we play in our portfolio companies’ journeys.
Founded in 2018 by experienced business founders and investors, The Emprise Group is committed to driving impactful innovation and supporting the next generation of industry leaders.
We focus on backing exceptional entrepreneurs and their teams with a deep understanding of their industries, providing more than just capital – we offer strategic resources and operational expertise to accelerate growth.
Our approach centers on building long-term partnerships, supporting companies through multiple funding rounds, and ultimately facilitating successful exits. We are dedicated to fostering a collaborative environment built on trust and open communication, recognizing the critical role we play in our portfolio companies’ journeys.
Founded in 2018 by experienced business founders and investors, The Emprise Group is committed to driving impactful innovation and supporting the next generation of industry leaders.
Finance
Financial Services
Key.Consulting is a US-based crypto wallet recovery and hardware wallet setup service provider, specializing in helping individuals, investors, and family offices to become confident crypto investors. We offer comprehensive support, including wallet setup, secure storage solutions, and lost coin recovery services. Our team has successfully managed the secure storage and transfer of over $100 million in cryptocurrency. We prioritize security and transparency, crafting tailored plans to meet diverse crypto storage needs, from basic wallet creation to advanced security protocols.
At Key Consulting, we understand the complexities of the cryptocurrency landscape and the importance of safeguarding your digital assets. We provide expert guidance and hands-on assistance, ensuring a seamless and secure crypto journey.
Our core service is recovering lost Trezor or Ledger wallets from backup phrases with errors or missing words, alongside other recovery strategies. We also offer a comprehensive annual security and general checkup, creating and executing tailored plans for secure crypto storage and key backup. We charge a 15% fee on successfully recovered funds, with no charges if recovery is not possible.
At Key Consulting, we understand the complexities of the cryptocurrency landscape and the importance of safeguarding your digital assets. We provide expert guidance and hands-on assistance, ensuring a seamless and secure crypto journey.
Our core service is recovering lost Trezor or Ledger wallets from backup phrases with errors or missing words, alongside other recovery strategies. We also offer a comprehensive annual security and general checkup, creating and executing tailored plans for secure crypto storage and key backup. We charge a 15% fee on successfully recovered funds, with no charges if recovery is not possible.
Finance
Financial Services
Raxford Capital is a leading investment risk control firm based in Irvine, California. For over 25 years, we’ve provided comprehensive tax planning, asset protection, and investment risk management solutions to high-net-worth individuals and families.
We specialize in safeguarding assets and optimizing financial strategies, combining the expertise of seasoned Tax Attorneys, CPAs, and Asset Managers. Our integrated approach ensures a holistic view of your financial landscape, helping you navigate complex regulations and achieve long-term wealth preservation.
Raxford Capital’s commitment to client success is rooted in our deep understanding of estate planning, trust administration, and sophisticated investment strategies. We pride ourselves on delivering personalized service and building enduring relationships based on trust and transparency. We help our clients maintain and grow their wealth securely and efficiently.
We specialize in safeguarding assets and optimizing financial strategies, combining the expertise of seasoned Tax Attorneys, CPAs, and Asset Managers. Our integrated approach ensures a holistic view of your financial landscape, helping you navigate complex regulations and achieve long-term wealth preservation.
Raxford Capital’s commitment to client success is rooted in our deep understanding of estate planning, trust administration, and sophisticated investment strategies. We pride ourselves on delivering personalized service and building enduring relationships based on trust and transparency. We help our clients maintain and grow their wealth securely and efficiently.
Finance
Financial Services
DePaolo & May Strategic Wealth is a California-based investment management firm specializing in bespoke financial planning and wealth preservation for high-net-worth individuals and families.
We provide comprehensive services, including investment management, financial planning, tax strategy, and estate planning, all designed to help our clients achieve their long-term financial goals.
As a fee-only, fiduciary advisor, we prioritize our clients’ best interests above all else, offering transparent advice and a personalized approach, free from conflicts of interest. We utilize cutting-edge technology and a four-pillar approach to optimize your finances, ensuring clarity, intentionality, and sustainable growth.
We’ve helped young professionals, pre-retirees, and those nearing a liquidity event navigate complex financial transitions with confidence, building secure futures and preserving their wealth for generations to come.
We provide comprehensive services, including investment management, financial planning, tax strategy, and estate planning, all designed to help our clients achieve their long-term financial goals.
As a fee-only, fiduciary advisor, we prioritize our clients’ best interests above all else, offering transparent advice and a personalized approach, free from conflicts of interest. We utilize cutting-edge technology and a four-pillar approach to optimize your finances, ensuring clarity, intentionality, and sustainable growth.
We’ve helped young professionals, pre-retirees, and those nearing a liquidity event navigate complex financial transitions with confidence, building secure futures and preserving their wealth for generations to come.
Finance
Financial Services
Ispolin Capital LLC is a U.S.-based registered commodity trading advisor (CTA) and commodity pool operator (CPO) with the commodity futures trading commission (CFTC) and a member of the national futures association (NFA #0555529). We operate at the intersection of human insight and machine precision, seeking to deliver risk adjusted alpha and capital preservation in volatile macro regimes though losses may occur.
Our discretionary global macro strategy combines institutional trading discipline with AI-assisted analytics and a drawdown-responsive risk framework. We manage capital through a structured risk approach, utilizing liquidity, clarity, and conviction to capitalize on global trends.
Ispolin Capital LLC employs a multi-layered, automated, and adaptive risk control system – the Capital Survival Framework™ – that dynamically adjusts leverage and exposure based on drawdown zones, prioritizing disciplined capital preservation. We offer both managed accounts (SMA) and fund structures for institutional allocators, family offices, and wealth managers seeking exposure to discretionary global macro strategies. Our team, led by Ilya Lobanov and Kuan Karsybek, brings extensive experience in global markets and investment banking to this endeavor.
Our discretionary global macro strategy combines institutional trading discipline with AI-assisted analytics and a drawdown-responsive risk framework. We manage capital through a structured risk approach, utilizing liquidity, clarity, and conviction to capitalize on global trends.
Ispolin Capital LLC employs a multi-layered, automated, and adaptive risk control system – the Capital Survival Framework™ – that dynamically adjusts leverage and exposure based on drawdown zones, prioritizing disciplined capital preservation. We offer both managed accounts (SMA) and fund structures for institutional allocators, family offices, and wealth managers seeking exposure to discretionary global macro strategies. Our team, led by Ilya Lobanov and Kuan Karsybek, brings extensive experience in global markets and investment banking to this endeavor.
Finance
Financial Services
Viridi Capital is a US-based venture capital firm specializing in private equity and investment strategies focused on sustainability, innovation, and return.
Based in Orlando, Florida, Viridi Capital operates across Brazil and the United States, providing value, angel, and venture capital investments to a diverse range of companies.
With a history dating back to 2003, Viridi Capital supports businesses leveraging innovative models and sustainable practices. We are dedicated to identifying and nurturing high-growth potential ventures, offering strategic guidance and capital to drive success in the competitive market.
Viridi Capital’s investment approach centers on businesses that align with our core values of sustainability, innovation, and delivering strong returns to our investors.
Based in Orlando, Florida, Viridi Capital operates across Brazil and the United States, providing value, angel, and venture capital investments to a diverse range of companies.
With a history dating back to 2003, Viridi Capital supports businesses leveraging innovative models and sustainable practices. We are dedicated to identifying and nurturing high-growth potential ventures, offering strategic guidance and capital to drive success in the competitive market.
Viridi Capital’s investment approach centers on businesses that align with our core values of sustainability, innovation, and delivering strong returns to our investors.
Finance
Financial Services
Scale Up Pitch is a Plano, Texas-based funding forum connecting high-potential startups with investors who fuel Seed+ and Series A growth. We provide a trusted platform for later-stage companies to secure capital, sharpen their strategies, and join a network built on real-world experience.
At the heart of Scale Up Pitch are its founders: Chuck May, Jim Davis, Kirk Otis, and Hall T Martin. Each brings a unique set of skills and experiences to the table, contributing to the forum's success. Chuck May, known for his strategic insight in technology startups, has a track record of guiding young companies through pivotal growth stages. Jim Davis brings a wealth of experience in corporate finance, helping startups optimize their financial strategies for scaling. Kirk Otis, an experienced CEO of two startups in the tech space (1 now public), raised $54M from VCs, and managed 29 start-ups through Nortel’s CVC program, provides practical advice on fundraising and managing rapid growth. Hall T Martin, an expert in venture connections, bridges the gap between rising startups and interested investors.
Scale Up Pitch is held on the third Friday of each month, offering both online and in-person participation options. This hybrid format ensures maximum accessibility, allowing founders from various geographies to engage with potential investors without the barrier of travel. We focus on building lasting relationships within a trusted community, and our events are non-solicitation-based, fostering high-quality deal flow and investor engagement.
Scale Up Pitch offers exclusive access to Seed+ and Series A investors, facilitating significant capital raises and strategic partnerships. We’ve facilitated over $900M in capital raised and connected over 43,000 investors through our network, demonstrating our impact on the startup ecosystem.
At the heart of Scale Up Pitch are its founders: Chuck May, Jim Davis, Kirk Otis, and Hall T Martin. Each brings a unique set of skills and experiences to the table, contributing to the forum's success. Chuck May, known for his strategic insight in technology startups, has a track record of guiding young companies through pivotal growth stages. Jim Davis brings a wealth of experience in corporate finance, helping startups optimize their financial strategies for scaling. Kirk Otis, an experienced CEO of two startups in the tech space (1 now public), raised $54M from VCs, and managed 29 start-ups through Nortel’s CVC program, provides practical advice on fundraising and managing rapid growth. Hall T Martin, an expert in venture connections, bridges the gap between rising startups and interested investors.
Scale Up Pitch is held on the third Friday of each month, offering both online and in-person participation options. This hybrid format ensures maximum accessibility, allowing founders from various geographies to engage with potential investors without the barrier of travel. We focus on building lasting relationships within a trusted community, and our events are non-solicitation-based, fostering high-quality deal flow and investor engagement.
Scale Up Pitch offers exclusive access to Seed+ and Series A investors, facilitating significant capital raises and strategic partnerships. We’ve facilitated over $900M in capital raised and connected over 43,000 investors through our network, demonstrating our impact on the startup ecosystem.
Finance
Financial Services
REALM Capital is an Irvine, California-based real estate debt fund that provides accredited investors with consistent cash flow through secured real estate investments.
At REALM Capital, LLC, we specialize in transforming distressed properties into income-producing assets, offering a reliable investment solution for those seeking passive income. We focus on acquiring and repositioning undervalued real estate through debt funds and strategic joint ventures, revitalizing residential and commercial properties with expert design, construction, and management – all while safeguarding investor capital and delivering fixed income.
Our team, led by Founder Gabe Cole, leverages over 20 years of Southern California real estate experience, having successfully closed over 700 transactions totaling more than $700 million. We offer investors a fixed return of 9–12% annually, paid quarterly, backed by tangible real estate assets, with the flexibility to withdraw capital after 12 months.
At REALM Capital, LLC, we specialize in transforming distressed properties into income-producing assets, offering a reliable investment solution for those seeking passive income. We focus on acquiring and repositioning undervalued real estate through debt funds and strategic joint ventures, revitalizing residential and commercial properties with expert design, construction, and management – all while safeguarding investor capital and delivering fixed income.
Our team, led by Founder Gabe Cole, leverages over 20 years of Southern California real estate experience, having successfully closed over 700 transactions totaling more than $700 million. We offer investors a fixed return of 9–12% annually, paid quarterly, backed by tangible real estate assets, with the flexibility to withdraw capital after 12 months.
Finance
Financial Services
Company Name | Location | Category | Employees | Accuracy | Website | |
|---|---|---|---|---|---|---|
Austin, United States (US) | Finance and Banking Finance and Banking | 2-10 | info@pioneerzeal.com | https://www.pioneerzeal.com | ||
Orlando, United States (US) | Finance and Banking Finance and Banking | 2-10 | info@thefundfl.com | https://thefundfl.com/ | ||
Irvine, United States (US) | Finance and Banking Finance and Banking | 2-10 | info@archpointresources.com | https://archpointresources.com | ||
Orlando, United States (US) | Finance and Banking Finance and Banking | 2-10 | info@yellowdragonshop.com | http://www.yellowdragonshop.com | ||
Orlando, United States (US) | Finance and Banking Finance and Banking | 2-10 | info@harborstonecapitalgroup.com | https://harborstonecapitalgroup.com/ | ||
Irvine, United States (US) | Finance and Banking Finance and Banking | 2-10 | info@pdventures.io | https://www.pdventures.io/ | ||
Orlando, United States (US) | Finance and Banking Finance and Banking | 2-10 | info@finnodec.com | https://finnodec.com/ | ||
Irvine, United States (US) | Finance and Banking Finance and Banking | 2-10 | info@kodikaicapital.com | http://www.kodikaicapital.com | ||
Cockeysville, United States (US) | Finance and Banking Finance and Banking | 2-10 | info@p3wealthadvisors.com | http://Www.P3wealthadvisors.com | ||
Irvine, United States (US) | Finance and Banking Finance and Banking | 2-10 | info@compounddaily.org | https://compounddaily.org | ||
Orlando, United States (US) | Finance and Banking Finance and Banking | 2-10 | info@lugalcapital.com | http://www.lugalcapital.com | ||
St Petersburg, United States (US) | Finance and Banking Finance and Banking | 2-10 | info@bisprofiles.com | https://bisprofiles.com/fl/rebellion-assets-and-property-l21000008719 | ||
Orlando, United States (US) | Finance and Banking Finance and Banking | 2-10 | info@bravebearventures.com | http://www.bravebearventures.com | ||
Durham, United States (US) | Finance and Banking Finance and Banking | 2-10 | info@longertableholdings.com | https://longertableholdings.com | ||
Chula Vista, United States (US) | Finance and Banking Finance and Banking | 2-10 | info@wwwcoastalba.com | http://wwwCoastalBA.com | ||
Greensboro, United States (US) | Finance and Banking Finance and Banking | 2-10 | info@buttonwealth.com | https://www.buttonwealth.com | ||
Newark, United States (US) | Finance and Banking Finance and Banking | 2-10 | info@monumentequities.com | http://www.monumentequities.com | ||
Orlando, United States (US) | Finance and Banking Finance and Banking | 2-10 | info@pcinvestmentllc.com | http://pcinvestmentllc.com | ||
St. Petersburg, United States (US) | Finance and Banking Finance and Banking | 2-10 | info@planwithwalker.com | http://www.planwithwalker.com | ||
Irvine, United States (US) | Finance and Banking Finance and Banking | 2-10 | info@justminingoc.com | http://www.justminingoc.com | ||
Montreal, Canada | Finance and Banking Finance and Banking | 2-10 | info@dahliaproject.com | http://www.dahliaproject.com | ||
Orlando, United States (US) | Finance and Banking Finance and Banking | 2-10 | info@jamesoncos.com | http://jamesoncos.com/ | ||
Saint Petersburg, United States (US) | Finance and Banking Finance and Banking | 2-10 | karen@hartfinancialservices.com | http://www.hartfinancialservices.com/ | ||
Durham, United States (US) | Finance and Banking Finance and Banking | 2-10 | info@bullcitypartners.io | https://bullcitypartners.io | ||
Plano, United States (US) | Finance and Banking Finance and Banking | 2-10 | info@prudentprosperity.com | https://prudentprosperity.com/ | ||
Anchorage, United States (US) | Finance and Banking Finance and Banking | 2-10 | info@analogousinvestmentmanagement.com | https://www.analogousinvestmentmanagement.com/ | ||
Murphy, United States (US) | Finance and Banking Finance and Banking | 2-10 | bjones@jonescapitaladvisors.com | http://www.jonescapitaladvisors.com | ||
Orlando, United States (US) | Finance and Banking Finance and Banking | 2-10 | info@cryptoaccessfund.ai | https://cryptoaccessfund.ai/ | ||
Orlando, United States (US) | Finance and Banking Finance and Banking | 2-10 | info@turmscapital.com | https://turmscapital.com/ | ||
Las Vegas, United States (US) | Finance and Banking Finance and Banking | 2-10 | info@chronoscapitalwealth.com | http://www.chronoscapitalwealth.com | ||
Durham, United States (US) | Finance and Banking Finance and Banking | 2-10 | info@bookercreekinvestments.com | http://www.bookercreekinvestments.com | ||
New York, United States (US) | Finance and Banking Finance and Banking | 2-10 | info@cresthaven.com | http://cresthaven.com | ||
Irvine, United States (US) | Finance and Banking Finance and Banking | 2-10 | info@mentumapp.com | http://www.mentumapp.com | ||
St. Petersburg, United States (US) | Finance and Banking Finance and Banking | 2-10 | info@mattinacapital.com | http://mattinacapital.com | ||
St Petersburg, United States (US) | Finance and Banking Finance and Banking | 2-10 | info@sjc.capital | http://sjc.capital | ||
St. Petersburg, United States (US) | Finance and Banking Finance and Banking | 2-10 | info@tdzcapital.com | https://tdzcapital.com/ | ||
Lincoln, United States (US) | Finance and Banking Finance and Banking | 2-10 | info@ccam.net | http://www.ccam.net | ||
Jersey City, United States (US) | Finance and Banking Finance and Banking | 2-10 | info@hedgedemia.com | https://www.hedgedemia.com/ | ||
Orlando, United States (US) | Finance and Banking Finance and Banking | 2-10 | info@sunsetprosperities.biz | http://sunsetprosperities.biz | ||
Plano, United States (US) | Finance and Banking Finance and Banking | 2-10 | info@zenvc.co | http://zenvc.co | ||
Fort Worth, United States (US) | Finance and Banking Finance and Banking | 2-10 | info@globalinvestsolutions.com | http://www.globalinvestsolutions.com | ||
Irvine, United States (US) | Finance and Banking Finance and Banking | 2-10 | info@bnchmrx.com | http://bnchmrx.com | ||
Orlando, United States (US) | Finance and Banking Finance and Banking | 2-10 | info@theemprisegroup.com | http://www.theemprisegroup.com | ||
Durham, United States (US) | Finance and Banking Finance and Banking | 2-10 | info@key.consulting | https://www.key.consulting | ||
Irvine, United States (US) | Finance and Banking Finance and Banking | 2-10 | info@regency-cg.com | https://regency-cg.com/ | ||
Irvine, United States (US) | Finance and Banking Finance and Banking | 2-10 | info@dmstrategicwealth.com | https://dmstrategicwealth.com/ | ||
Jersey City, United States (US) | Finance and Banking Finance and Banking | 2-10 | trading@ispolincapital.com | https://www.ispolincapital.com/ | ||
Orlando, United States (US) | Finance and Banking Finance and Banking | 2-10 | info@viridi.com.br | http://www.viridi.com.br | ||
Plano, United States (US) | Finance and Banking Finance and Banking | 2-10 | info@scaleup-pitch.com | https://scaleup-pitch.com/ | ||
Irvine, United States (US) | Finance and Banking Finance and Banking | 2-10 | gabe@realmcapitalfund.com | https://realmcapitalfund.com/ |
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Frequently asked questions
FAQ updated November 2025
What is Enterprise League?
Enterprise League is a business platform built for the doers, small businesses and startups who want to get seen, get leads, and grow.We help you showcase your company, connect directly with potential clients and partners, and get valuable insights into your performance, all without the middlemen or the fluff. Whether you're a team of 2 or 200, Enterprise League puts you on equal ground with the big players.
How can my business benefit from joining Enterprise League?
You get visibility, leads, and control, all in one place. Joining Enterprise League puts your business in front of thousands of verified companies. List your services, connect with decision-makers, and see real-time data on who’s visiting your profile.It’s a streamlined way to grow your presence, build partnerships, and stop relying on outdated directories or cold outreach.
What are the key features of Enterprise League?
Enterprise League gives you tools to grow faster: • Custom Profiles:Boost your visibility with a standout business profile. • Smart search: Get found by clients looking for your exact services. • Real analytics: See who's visiting, what's working and where you rank. • Direct messaging: Skip the cold emails and chat direct with prospects. • Reviews insights: Showcase real reviews and let AI highlight what matters. • Zero-fee marketplace: List and find products or services for free.
Can I try Enterprise League for free?
Absolutely. Our Free Plan is built for small businesses. You get profile visibility, marketplace access, and business directory use, free. Want more reach and features? Upgrade when you’re ready. No pressure.
How does the Interactive Business Directory work?
It’s like Google, but only for serious businesses. Search by location, size, or sector. Visit company profiles, send a message, or download insights. It’s built for real B2B decisions, not noise.
How can I download business insights?
Need competitor or market data? We’ve got it, and yes, you can download it. With our Business Insights Download feature, you can export detailed company and industry data in CSV format, including decision-makers, background info, and more. It’s perfect for sales targeting, market research, or just getting smarter about your next move.
How does the Reviews feature work?
Show off your best reviews, without lifting a finger. We pull your reviews from Google, Facebook, Trustpilot and more. Then our AI highlights the most important insights. You just sit back and shine.
What plans are available?
Three simple plans: Free Plan: Get started with a verified profile, search access, and the ability to add products and services. Premium: More reach, more leads, deeper analytics. Ultimate: All the bells and whistles, including a dedicated growth partner.
How can my company win an award?
We highlight the best of the best, and that could be you. We run 50+ startup award categories every year. Apply for free. Winners get recognition, visibility, and bragging rights.