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 2776 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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Patient Preferred Services is a St. Petersburg, Florida-based company revolutionizing dental and healthcare financing.
We empower dental clinics and healthcare professionals to increase patient access to care by administering simple, comprehensive payment arrangements. Our platform eliminates the barriers of traditional financing, addressing the challenges of patient credit scores and burdensome fees.
Patient Preferred stands apart through its proprietary technology, instantly qualifying patients based on payment history and suggesting optimal payment plan amounts – from $500 to over $65,000 – all within seconds. Crucially, we never use a patient’s FICO score and safeguard patient information, prioritizing privacy and building stronger patient relationships.
Founded on 60+ years of combined experience in healthcare, technology, and consumer finance, Patient Preferred is dedicated to transforming the way healthcare providers and patients manage treatment costs.
We empower dental clinics and healthcare professionals to increase patient access to care by administering simple, comprehensive payment arrangements. Our platform eliminates the barriers of traditional financing, addressing the challenges of patient credit scores and burdensome fees.
Patient Preferred stands apart through its proprietary technology, instantly qualifying patients based on payment history and suggesting optimal payment plan amounts – from $500 to over $65,000 – all within seconds. Crucially, we never use a patient’s FICO score and safeguard patient information, prioritizing privacy and building stronger patient relationships.
Founded on 60+ years of combined experience in healthcare, technology, and consumer finance, Patient Preferred is dedicated to transforming the way healthcare providers and patients manage treatment costs.
Financial Services
Finance
Accredited Investor Insights is a Redmond, Washington-based Substack publication dedicated to providing objective insights and education for high-net-worth investors navigating private markets.
We empower Accredited Investors with the knowledge and tools needed for informed decision-making, focusing on private equity, private credit, and real estate.
What sets Accredited Investor Insights apart is its unique perspective from the LP seat, offering unbiased analysis and practical insights gleaned from hundreds of deals and conversations with sponsors, LPs, and service providers. We strive to demystify the complexities of alternative investments, ensuring investors can confidently vet GPs and offerings.
Founded by Leyla Kunimoto, Accredited Investor Insights has rapidly grown to a subscriber base of tens of thousands, solidifying its position as a leading independent voice in the private markets landscape.
We empower Accredited Investors with the knowledge and tools needed for informed decision-making, focusing on private equity, private credit, and real estate.
What sets Accredited Investor Insights apart is its unique perspective from the LP seat, offering unbiased analysis and practical insights gleaned from hundreds of deals and conversations with sponsors, LPs, and service providers. We strive to demystify the complexities of alternative investments, ensuring investors can confidently vet GPs and offerings.
Founded by Leyla Kunimoto, Accredited Investor Insights has rapidly grown to a subscriber base of tens of thousands, solidifying its position as a leading independent voice in the private markets landscape.
Financial Services
Finance
Maplehurst Capital is a leading business finance solutions firm based in Toledo, Ohio, specializing in debt management, cash flow optimization, and growth capital acquisition for small- and mid-market businesses.
Since 2011, we’ve been connecting businesses with the capital they need to thrive, combining a strategic business consultant’s personalized approach with a banker’s access to a wide range of financing options. We help companies navigate complex financial challenges and achieve their strategic goals.
Our hybrid model provides a unique advantage, offering tailored financial strategies alongside direct access to capital sources. We are dedicated to supporting the success of businesses across various sectors, including manufacturing, distribution, and professional services. We provide expert guidance in areas such as acquisition financing, working capital loans, and strategic debt restructuring.
Maplehurst Capital’s experienced team is committed to building long-term relationships with our clients, acting as a trusted partner in their financial journey.
Since 2011, we’ve been connecting businesses with the capital they need to thrive, combining a strategic business consultant’s personalized approach with a banker’s access to a wide range of financing options. We help companies navigate complex financial challenges and achieve their strategic goals.
Our hybrid model provides a unique advantage, offering tailored financial strategies alongside direct access to capital sources. We are dedicated to supporting the success of businesses across various sectors, including manufacturing, distribution, and professional services. We provide expert guidance in areas such as acquisition financing, working capital loans, and strategic debt restructuring.
Maplehurst Capital’s experienced team is committed to building long-term relationships with our clients, acting as a trusted partner in their financial journey.
Financial Services
Finance
Root Financial is a New Jersey-based financial consulting firm specializing in profit consulting for founders and small businesses.
We support founders who are trying to make a positive change in the world to achieve financial freedom and profitability NOW. We work with leaders who may seem to have "made it" or are "successful" but behind the scenes, may be struggling to build the stability and growth they desire. You barely pay yourself and your business has never been profitable. You have a big heart and have always wanted to help others. While you're successful in that endeavor, the only person that isn't being taken care of is you. It doesn't have to be that way because you deserve financial freedom and for your business to be financially healthy.
What sets Root Financial apart is our commitment to bringing compassion and empathy to finance. We’re profit consultants, not just accountants, dedicated to guiding founders, not impressing them. We prioritize understanding your unique situation and providing tailored solutions, fostering a collaborative partnership built on trust and mutual respect.
Our team is led by Raz Petric, a former Big 4 accountant with a passion for creating a more human-centered approach to finance. We’re backed by an advisory board of experienced entrepreneurs and social impact leaders, including Michael Ventura, Leigh Wright, and Marissa Davis, ensuring we bring diverse perspectives and expertise to every client engagement.
We support founders who are trying to make a positive change in the world to achieve financial freedom and profitability NOW. We work with leaders who may seem to have "made it" or are "successful" but behind the scenes, may be struggling to build the stability and growth they desire. You barely pay yourself and your business has never been profitable. You have a big heart and have always wanted to help others. While you're successful in that endeavor, the only person that isn't being taken care of is you. It doesn't have to be that way because you deserve financial freedom and for your business to be financially healthy.
What sets Root Financial apart is our commitment to bringing compassion and empathy to finance. We’re profit consultants, not just accountants, dedicated to guiding founders, not impressing them. We prioritize understanding your unique situation and providing tailored solutions, fostering a collaborative partnership built on trust and mutual respect.
Our team is led by Raz Petric, a former Big 4 accountant with a passion for creating a more human-centered approach to finance. We’re backed by an advisory board of experienced entrepreneurs and social impact leaders, including Michael Ventura, Leigh Wright, and Marissa Davis, ensuring we bring diverse perspectives and expertise to every client engagement.
Financial Services
Finance
MILMO is a Greensboro, North Carolina-based financial coaching and consulting firm dedicated to empowering the military community with the knowledge and resources to achieve financial freedom and entrepreneurial success.
MILMO® serves active duty military, veterans, and military spouses, addressing the unique financial challenges associated with military life – including inconsistent income, complex benefits, and frequent relocations. We help individuals navigate these complexities and build a solid financial foundation, whether they’re seeking to improve their personal finances or launch a new business.
What sets MILMO® apart is our deep understanding of the military lifestyle and our commitment to providing accessible, non-judgmental guidance. We offer a blend of practical financial education, personalized coaching, and a supportive community, all delivered with a dose of positivity and a kick in the pants when needed. We’re passionate about helping service members and their families thrive both personally and professionally.
Founded by Lacey Langford, an Air Force veteran and Accredited Financial Counselor®, MILMO® has grown into a trusted resource for the military community, hosting the popular MILMO® Show podcast and MilMoneyCon™, the first national conference uniting financial professionals with military ties.
MILMO® serves active duty military, veterans, and military spouses, addressing the unique financial challenges associated with military life – including inconsistent income, complex benefits, and frequent relocations. We help individuals navigate these complexities and build a solid financial foundation, whether they’re seeking to improve their personal finances or launch a new business.
What sets MILMO® apart is our deep understanding of the military lifestyle and our commitment to providing accessible, non-judgmental guidance. We offer a blend of practical financial education, personalized coaching, and a supportive community, all delivered with a dose of positivity and a kick in the pants when needed. We’re passionate about helping service members and their families thrive both personally and professionally.
Founded by Lacey Langford, an Air Force veteran and Accredited Financial Counselor®, MILMO® has grown into a trusted resource for the military community, hosting the popular MILMO® Show podcast and MilMoneyCon™, the first national conference uniting financial professionals with military ties.
Financial Services
Finance
Pavo Insurance Solutions is a US-based technology company specializing in InsurTech and FinTech solutions. We develop a next-generation connector that seamlessly integrates insurance finance with platforms and agency management systems.
Pavo helps insurance platforms and agencies unlock new financing opportunities by streamlining data exchange and automation. Our connector facilitates efficient access to capital and innovative financial products, ultimately benefiting both insurers and their clients.
We focus on building robust, scalable solutions for the evolving insurance landscape, leveraging cutting-edge technology to drive efficiency and growth. Our commitment is to be the bridge between the traditional insurance industry and the rapidly advancing world of digital finance.
Pavo helps insurance platforms and agencies unlock new financing opportunities by streamlining data exchange and automation. Our connector facilitates efficient access to capital and innovative financial products, ultimately benefiting both insurers and their clients.
We focus on building robust, scalable solutions for the evolving insurance landscape, leveraging cutting-edge technology to drive efficiency and growth. Our commitment is to be the bridge between the traditional insurance industry and the rapidly advancing world of digital finance.
Financial Services
Finance
The Salazar Group is a trusted business broker specializing in lower-middle market companies in Orange County, California.
We help business owners $5M-$50M maximize the value of their companies through a proven sales process, often increasing market value up to 20%.
Our unique expertise combines a deep understanding of the C-suite with an award-winning brokerage record, enabling us to successfully close over $500M in transactions. We focus on optimizing business value using our Six Key Value Drivers and a tailored approach to each client’s needs. We are a California Real Estate Broker LIC#: 02053250.
We help business owners $5M-$50M maximize the value of their companies through a proven sales process, often increasing market value up to 20%.
Our unique expertise combines a deep understanding of the C-suite with an award-winning brokerage record, enabling us to successfully close over $500M in transactions. We focus on optimizing business value using our Six Key Value Drivers and a tailored approach to each client’s needs. We are a California Real Estate Broker LIC#: 02053250.
Financial Services
Finance
FPA of Central Florida is a leading professional organization dedicated to the success of financial planners and their clients in Central Florida.
As a chapter of the Financial Planning Association (FPA), we provide invaluable resources and support to CFP® professionals, educators, and financial services providers. Our mission is to promote the value of the financial planning process through practice support, quality learning opportunities, advocacy, and networking.
We serve a diverse community of financial planners, including those with over 15 years of experience and holding the CFP® designation, who manage assets exceeding $14.5 billion for over 31,900 clients. FPA of Central Florida offers a vibrant community where members can connect, learn, and advocate for the profession. Membership provides access to exclusive discounts, continuing education, and a powerful network of peers.
As a chapter of the Financial Planning Association (FPA), we provide invaluable resources and support to CFP® professionals, educators, and financial services providers. Our mission is to promote the value of the financial planning process through practice support, quality learning opportunities, advocacy, and networking.
We serve a diverse community of financial planners, including those with over 15 years of experience and holding the CFP® designation, who manage assets exceeding $14.5 billion for over 31,900 clients. FPA of Central Florida offers a vibrant community where members can connect, learn, and advocate for the profession. Membership provides access to exclusive discounts, continuing education, and a powerful network of peers.
Financial Services
Finance
Digital Payments is a Chula Vista, California-based consulting firm specializing in global payment solutions.
We provide expert services to businesses worldwide, focusing on development of connectivity products for payment cards, merchant card acceptance solutions, and cross-border money transfer services.
Our unique approach combines decades of experience in the payments industry with a deep understanding of emerging technologies and market trends. We help our clients design and evaluate innovative payment products and services, maximizing growth in today’s dynamic marketplace. Founded in 2007, Digital Payments, Inc. is led by Armen Khachadourian, a seasoned executive with a proven track record in Visa, JPMChase, and Tier Technologies, and Bill Stewart, a graduate of the University of Colorado with extensive experience in IBM and Visa International.
We are committed to delivering tailored solutions that meet the specific needs of our clients, driving efficiency and fostering long-term success.
We provide expert services to businesses worldwide, focusing on development of connectivity products for payment cards, merchant card acceptance solutions, and cross-border money transfer services.
Our unique approach combines decades of experience in the payments industry with a deep understanding of emerging technologies and market trends. We help our clients design and evaluate innovative payment products and services, maximizing growth in today’s dynamic marketplace. Founded in 2007, Digital Payments, Inc. is led by Armen Khachadourian, a seasoned executive with a proven track record in Visa, JPMChase, and Tier Technologies, and Bill Stewart, a graduate of the University of Colorado with extensive experience in IBM and Visa International.
We are committed to delivering tailored solutions that meet the specific needs of our clients, driving efficiency and fostering long-term success.
Financial Services
Finance
Momentous Sports is a global investment platform based in Orlando, Florida, focused on combining professional sports franchise ownership with strategic real estate development.
We’re redefining how value is created in the sports landscape by uniting team ownership with the commercial districts that drive their long-term success. Our integrated approach – merging OpCo + PropCo – unlocks a powerful flywheel effect, amplifying enterprise value and fostering vibrant communities.
Built on the legacy of Magnolia Hill Partners, Momentous Sports targets high-growth sports leagues and emerging markets, backed by experienced operators and investors, creating transformative placemaking and cultural relevance for decades to come. Sports Teams. Real Estate. One Strategy.
We’re redefining how value is created in the sports landscape by uniting team ownership with the commercial districts that drive their long-term success. Our integrated approach – merging OpCo + PropCo – unlocks a powerful flywheel effect, amplifying enterprise value and fostering vibrant communities.
Built on the legacy of Magnolia Hill Partners, Momentous Sports targets high-growth sports leagues and emerging markets, backed by experienced operators and investors, creating transformative placemaking and cultural relevance for decades to come. Sports Teams. Real Estate. One Strategy.
Financial Services
Finance
Rev Acquisition Advisory is a St Petersburg, Florida-based B2B advisory and consulting firm specializing in facilitating Service Agreements and Contract Deals across Energy, CRE, and Financial sectors.
We help B2B firms in the US, UK, EU, MENA, AUS, NZ, and APAC originate deals by leveraging our AI-Engineering Infrastructure Platform™.
Our core offering is an AI-powered dealflow pipeline, combined with a robust, high-intent contact database and automated outbound infrastructure, designed to accelerate revenue generation. We provide comprehensive solutions including CRM automation, sequence nurturing, and strategic decision-making tools.
Rev Acquisition Advisory has facilitated over 800 qualified deal calls per client and generated over $25M+ in qualified deal pipeline annually. We’ve supported companies like Inox Wind, Caban Energy, MOIL, Saesa Innova BESS, AOS Offshore, STATS Group, and Sytheon, driving significant growth and expansion opportunities.
We help B2B firms in the US, UK, EU, MENA, AUS, NZ, and APAC originate deals by leveraging our AI-Engineering Infrastructure Platform™.
Our core offering is an AI-powered dealflow pipeline, combined with a robust, high-intent contact database and automated outbound infrastructure, designed to accelerate revenue generation. We provide comprehensive solutions including CRM automation, sequence nurturing, and strategic decision-making tools.
Rev Acquisition Advisory has facilitated over 800 qualified deal calls per client and generated over $25M+ in qualified deal pipeline annually. We’ve supported companies like Inox Wind, Caban Energy, MOIL, Saesa Innova BESS, AOS Offshore, STATS Group, and Sytheon, driving significant growth and expansion opportunities.
Financial Services
Finance
Strategic Wealth Partners is a Plano, Texas-based financial planning firm dedicated to helping individuals and families build lasting legacies and achieve their financial goals.
We specialize in comprehensive financial planning, retirement income planning, and estate planning, offering a personalized approach to wealth management.
Our unique process, the Clarity Meeting™, Abundant Life Builder™, Confidence Expander™, and Empowerment Process™, ensures a dynamic and adaptable plan that evolves alongside your life. With over 22 years of experience, we provide a stewardship approach to wealth, creating custom plans to consider all aspects of your financial life.
We take a holistic view of your financial well-being, offering independent, third-party perspectives and confidence in your future.
Strategic Wealth Partners is not an affiliate of Lincoln Financial Advisors.
We specialize in comprehensive financial planning, retirement income planning, and estate planning, offering a personalized approach to wealth management.
Our unique process, the Clarity Meeting™, Abundant Life Builder™, Confidence Expander™, and Empowerment Process™, ensures a dynamic and adaptable plan that evolves alongside your life. With over 22 years of experience, we provide a stewardship approach to wealth, creating custom plans to consider all aspects of your financial life.
We take a holistic view of your financial well-being, offering independent, third-party perspectives and confidence in your future.
Strategic Wealth Partners is not an affiliate of Lincoln Financial Advisors.
Financial Services
Finance
CM Capital Partners is a Millstone Township, New Jersey-based wealth management and real estate investment firm dedicated to serving entrepreneurs and high-net-worth families.
We specialize in providing tailored financial solutions, including actively managed accounts, separately managed accounts, and institutional investment services. Our approach centers on building long-term, aligned relationships based on trust and transparency, a departure from the often adversarial nature of traditional Wall Street practices.
Founded in 2017 by Rico Conte, a seasoned entrepreneur and investment banker, CM Capital Partners combines decades of experience in capital markets with a commitment to ethical advisory services. We manage millions in client assets and are rapidly expanding our reach, offering a unique blend of financial expertise and operational insight.
CM Capital Partners focuses on corporate services, retail, franchising, restaurants, consumer products & services, and real estate sectors.
We help clients diversify their assets and achieve their financial goals through strategic real estate investments and comprehensive wealth management strategies.
We specialize in providing tailored financial solutions, including actively managed accounts, separately managed accounts, and institutional investment services. Our approach centers on building long-term, aligned relationships based on trust and transparency, a departure from the often adversarial nature of traditional Wall Street practices.
Founded in 2017 by Rico Conte, a seasoned entrepreneur and investment banker, CM Capital Partners combines decades of experience in capital markets with a commitment to ethical advisory services. We manage millions in client assets and are rapidly expanding our reach, offering a unique blend of financial expertise and operational insight.
CM Capital Partners focuses on corporate services, retail, franchising, restaurants, consumer products & services, and real estate sectors.
We help clients diversify their assets and achieve their financial goals through strategic real estate investments and comprehensive wealth management strategies.
Financial Services
Finance
Pascal Insurance & Financial Services is a financial advisory firm based in Irvine, California, dedicated to providing comprehensive retirement planning and wealth management solutions.
We specialize in helping individuals and families achieve clarity, control, and confidence in their financial futures. Our approach centers on understanding your unique goals, values, and risk tolerance to create a personalized roadmap for a secure and fulfilling retirement.
At PIFS, we offer a holistic approach encompassing tax strategies, insurance planning, investment management, and estate planning – all designed to work together seamlessly. We’re committed to building long-term relationships based on trust and transparency, acting as your dedicated financial confidant every step of the way.
As a New York Life Agency, we prioritize ethical conduct and client well-being, ensuring you receive expert guidance and support tailored to your specific needs. We pride ourselves on our 4-step process: Discover & Determine, Assess & Organize, Deliver & Review, and Serve & Support, ensuring a smooth and successful journey towards your financial goals.
We specialize in helping individuals and families achieve clarity, control, and confidence in their financial futures. Our approach centers on understanding your unique goals, values, and risk tolerance to create a personalized roadmap for a secure and fulfilling retirement.
At PIFS, we offer a holistic approach encompassing tax strategies, insurance planning, investment management, and estate planning – all designed to work together seamlessly. We’re committed to building long-term relationships based on trust and transparency, acting as your dedicated financial confidant every step of the way.
As a New York Life Agency, we prioritize ethical conduct and client well-being, ensuring you receive expert guidance and support tailored to your specific needs. We pride ourselves on our 4-step process: Discover & Determine, Assess & Organize, Deliver & Review, and Serve & Support, ensuring a smooth and successful journey towards your financial goals.
Financial Services
Finance
Holderness Investments Company is a Greensboro, North Carolina-based wealth management firm specializing in personalized investment and financial planning solutions for high-net-worth families. Since 1995, we’ve cultivated enduring relationships built on trust and a commitment to long-term financial success.
We design comprehensive investment strategies tailored to each client’s unique goals and risk tolerance, incorporating private investment management, custom investment portfolios, and proactive tax coordination. Our approach extends beyond investments, encompassing holistic financial planning, estate planning reviews, and income tax strategies.
At Holderness Investments, we prioritize collaboration with your existing advisors – attorneys, accountants, and other financial professionals – to ensure a coordinated and integrated approach to your overall financial future. We are dedicated to being a trusted partner in legacy investment planning and management, helping families preserve and grow their wealth across generations. Legacy Investment Planning, Wealth Management, Financial Planning.
We design comprehensive investment strategies tailored to each client’s unique goals and risk tolerance, incorporating private investment management, custom investment portfolios, and proactive tax coordination. Our approach extends beyond investments, encompassing holistic financial planning, estate planning reviews, and income tax strategies.
At Holderness Investments, we prioritize collaboration with your existing advisors – attorneys, accountants, and other financial professionals – to ensure a coordinated and integrated approach to your overall financial future. We are dedicated to being a trusted partner in legacy investment planning and management, helping families preserve and grow their wealth across generations. Legacy Investment Planning, Wealth Management, Financial Planning.
Financial Services
Finance
Salem Financial Group is a Toledo, Ohio-based wealth management and preservation practice specializing in Sharia-based investing for Muslim clients.
We serve business owners and retiring professionals, helping them plan for a secure and fulfilling lifestyle. Our approach centers on understanding your unique financial goals and crafting personalized solutions to safeguard your wealth and family’s future.
As a trusted advisor, we offer comprehensive financial planning, investment management, and insurance services, all within a framework of ethical and responsible investing. We are committed to providing expert guidance and building long-term relationships based on trust and integrity.
Founded on a commitment to client success, Salem Financial Group leverages the resources of New York Life Insurance Company and Eagle Strategies LLC to deliver exceptional service and results.
We serve business owners and retiring professionals, helping them plan for a secure and fulfilling lifestyle. Our approach centers on understanding your unique financial goals and crafting personalized solutions to safeguard your wealth and family’s future.
As a trusted advisor, we offer comprehensive financial planning, investment management, and insurance services, all within a framework of ethical and responsible investing. We are committed to providing expert guidance and building long-term relationships based on trust and integrity.
Founded on a commitment to client success, Salem Financial Group leverages the resources of New York Life Insurance Company and Eagle Strategies LLC to deliver exceptional service and results.
Financial Services
Finance
Florida Repossession Agency, Inc is a leading repossession and collateral recovery specialist serving Central Florida. Based in Orlando, Florida, we provide comprehensive solutions for financial institutions and lending organizations. Our team of experienced agents and state-of-the-art equipment ensures rapid and responsible asset retrieval, adhering to the strictest CFPB guidelines.
We specialize in the repossession of a wide range of vehicles, including fifth-wheel trailers, gooseneck trailers, motorhomes, commercial vehicles, and heavy goods vehicles. Our commitment to exceptional service and meticulous attention to detail sets us apart.
At Florida Repossession Agency, we pride ourselves on our responsiveness, utilizing DRN’s LPR camera systems with over 400,000 hot lists to minimize recovery times. We offer instant updates via a secure online portal and app, providing clients with complete transparency and control. We are dedicated to fair and ethical practices, prioritizing customer satisfaction and upholding the highest standards of professionalism.
We specialize in the repossession of a wide range of vehicles, including fifth-wheel trailers, gooseneck trailers, motorhomes, commercial vehicles, and heavy goods vehicles. Our commitment to exceptional service and meticulous attention to detail sets us apart.
At Florida Repossession Agency, we pride ourselves on our responsiveness, utilizing DRN’s LPR camera systems with over 400,000 hot lists to minimize recovery times. We offer instant updates via a secure online portal and app, providing clients with complete transparency and control. We are dedicated to fair and ethical practices, prioritizing customer satisfaction and upholding the highest standards of professionalism.
Financial Services
Finance
Katapult Wealth Partners is a Plano, Texas-based wealth management firm dedicated to improving the lives of our clients and their families.
We celebrate individuality and work with a team that truly understands that financial success is multi-faceted and different for each individual. We believe in the need to intricately understand the nuances of your life and requirements in order to deliver highly personalized service and tailored solutions.
Our approach prioritizes the wellbeing of not only our clients but their families too, involving them as active participants in the decision-making process, while also educating and empowering them through our interactions. We consider a client’s overall family context as integral to the financial planning process, never viewing a client in isolation. A solid financial plan needs to account for both the mundane, day-to-day happenings, as well as those exceptional, milestone moments in life.
Although life can be complex and overwhelming, our goal is to simplify the complexity for our clients and make the way forward clearer, more manageable and stress free. We understand that life does not always go according to plan, and that there are inevitably unexpected situations that arise. A solid financial plan ensures that our clients are prepared to withstand various possible outcomes in their lives, never being caught off-guard.
We celebrate individuality and work with a team that truly understands that financial success is multi-faceted and different for each individual. We believe in the need to intricately understand the nuances of your life and requirements in order to deliver highly personalized service and tailored solutions.
Our approach prioritizes the wellbeing of not only our clients but their families too, involving them as active participants in the decision-making process, while also educating and empowering them through our interactions. We consider a client’s overall family context as integral to the financial planning process, never viewing a client in isolation. A solid financial plan needs to account for both the mundane, day-to-day happenings, as well as those exceptional, milestone moments in life.
Although life can be complex and overwhelming, our goal is to simplify the complexity for our clients and make the way forward clearer, more manageable and stress free. We understand that life does not always go according to plan, and that there are inevitably unexpected situations that arise. A solid financial plan ensures that our clients are prepared to withstand various possible outcomes in their lives, never being caught off-guard.
Financial Services
Finance
Creative Alternative Options LLC is a leading financial services provider based in St Petersburg, Florida, specializing in alternative business capital solutions for entrepreneurs and small business owners.
We connect business owners with partner lenders, offering flexible loans and lines of credit to fuel their growth and expand their operations.
Our straightforward approach and dedication to supporting American businesses make us a trusted partner for those seeking capital to realize their economic potential. We provide a vital service to Rock-Stars (business owners) across the nation, boosting the American economy.
Creative Alternative Options LLC is committed to delivering efficient and accessible funding options, empowering entrepreneurs to turn their ideas into thriving businesses.
We connect business owners with partner lenders, offering flexible loans and lines of credit to fuel their growth and expand their operations.
Our straightforward approach and dedication to supporting American businesses make us a trusted partner for those seeking capital to realize their economic potential. We provide a vital service to Rock-Stars (business owners) across the nation, boosting the American economy.
Creative Alternative Options LLC is committed to delivering efficient and accessible funding options, empowering entrepreneurs to turn their ideas into thriving businesses.
Financial Services
Finance
Black Tie Funding is a leading concierge funding service based in St Petersburg, Florida, dedicated to providing streamlined financing solutions for small businesses.
We specialize in connecting businesses with the capital they need through a comprehensive suite of options, including construction factoring, lines of credit, term loans, and credit repair. Our one-page application process and dedicated funding advisors simplify the entire financing journey, ensuring a fast and efficient experience.
At Black Tie Funding, we pride ourselves on transparent funding practices and a vast network of lenders across the United States, guaranteeing businesses have the cash flow necessary to thrive. We’re committed to supporting your business’s growth and success, offering ongoing assistance every step of the way.
We specialize in connecting businesses with the capital they need through a comprehensive suite of options, including construction factoring, lines of credit, term loans, and credit repair. Our one-page application process and dedicated funding advisors simplify the entire financing journey, ensuring a fast and efficient experience.
At Black Tie Funding, we pride ourselves on transparent funding practices and a vast network of lenders across the United States, guaranteeing businesses have the cash flow necessary to thrive. We’re committed to supporting your business’s growth and success, offering ongoing assistance every step of the way.
Financial Services
Finance
What’s A Mortgage is a leading mortgage loan platform based in Irvine, California, dedicated to simplifying the homeownership journey for California residents.
We connect prospective homebuyers with the right mortgage solutions, providing clear information and expert guidance throughout the entire process. Our services cater to a wide range of borrowers, from first-time buyers to experienced investors, helping them navigate the complexities of financing a home.
What sets us apart is our commitment to education and transparency, offering a user-friendly platform and personalized support. We specialize in assisting clients with securing competitive rates and tailored loan options, ensuring a smooth and successful home buying experience. We are a trusted partner in achieving the dream of homeownership.
Founded in 2017 by Minh Nguyen, What’s A Mortgage leverages over 20 years of industry experience to empower consumers with the knowledge they need to make informed decisions.
We connect prospective homebuyers with the right mortgage solutions, providing clear information and expert guidance throughout the entire process. Our services cater to a wide range of borrowers, from first-time buyers to experienced investors, helping them navigate the complexities of financing a home.
What sets us apart is our commitment to education and transparency, offering a user-friendly platform and personalized support. We specialize in assisting clients with securing competitive rates and tailored loan options, ensuring a smooth and successful home buying experience. We are a trusted partner in achieving the dream of homeownership.
Founded in 2017 by Minh Nguyen, What’s A Mortgage leverages over 20 years of industry experience to empower consumers with the knowledge they need to make informed decisions.
Financial Services
Finance
T7X is a US-based blockchain platform specializing in Real-World Asset (RWA) tokenization, headquartered in Irvine, California.
We democratize access to premium RWAs – including real estate, commodities, and infrastructure – by securely tokenizing them and offering fractional ownership through non-custodial wallets. Our platform leverages blockchain technology to provide investors with instant settlement, global access, and enhanced transparency.
Built with compliance at its core, T7X operates under a licensed framework with rigorous KYC/AML procedures, ensuring the highest standards of security and investor protection. We offer a vertically integrated approach, creating value at every stage of the investment process and expanding market opportunities for both small businesses and investors. Our team brings 30+ years of combined experience in bringing companies public, and we are committed to building the future of secure, transparent access to Real-World Assets on the blockchain.
We democratize access to premium RWAs – including real estate, commodities, and infrastructure – by securely tokenizing them and offering fractional ownership through non-custodial wallets. Our platform leverages blockchain technology to provide investors with instant settlement, global access, and enhanced transparency.
Built with compliance at its core, T7X operates under a licensed framework with rigorous KYC/AML procedures, ensuring the highest standards of security and investor protection. We offer a vertically integrated approach, creating value at every stage of the investment process and expanding market opportunities for both small businesses and investors. Our team brings 30+ years of combined experience in bringing companies public, and we are committed to building the future of secure, transparent access to Real-World Assets on the blockchain.
Financial Services
Finance
LandVest Capital is a privately held investment firm based in Plano, Texas, specializing in high-growth real estate markets.
We focus on providing investors with secure and risk-mitigated opportunities to address the global housing crisis. Our investment strategy centers on projects that generate both financial returns and positive social impact, offering a unique approach to positive-impact investing.
LandVest Capital connects investors with carefully selected projects, enabling them to contribute to solutions for affordable housing and community development. We are committed to transparency and responsible investment practices, fostering long-term relationships with our partners and clients.
As an investor with LandVest Capital, you’ll experience the rewarding benefits of aligning your wealth with a mission to improve lives and build stronger communities.
We focus on providing investors with secure and risk-mitigated opportunities to address the global housing crisis. Our investment strategy centers on projects that generate both financial returns and positive social impact, offering a unique approach to positive-impact investing.
LandVest Capital connects investors with carefully selected projects, enabling them to contribute to solutions for affordable housing and community development. We are committed to transparency and responsible investment practices, fostering long-term relationships with our partners and clients.
As an investor with LandVest Capital, you’ll experience the rewarding benefits of aligning your wealth with a mission to improve lives and build stronger communities.
Financial Services
Finance
MWM Planners is a financial planning firm based in Irvine, California, dedicated to providing personalized guidance for individuals seeking to secure their financial future.
We understand that every client’s situation is unique, and our approach centers around building strong, trusting relationships. Our team of experienced professionals takes the time to truly understand your goals, values, and concerns, crafting a comprehensive financial plan tailored to your specific needs.
At MWM Planners, we specialize in retirement planning, investment management, estate planning, and insurance solutions, helping clients navigate the complexities of wealth management with confidence. We are committed to delivering clarity and peace of mind, empowering you to live for today, plan for tomorrow, and leave concerns in the past.
As a registered investment advisor, we partner with Osaic Wealth, member FINRA/SIPC, to provide our clients with access to a wide range of investment options and expert support. We pride ourselves on our meticulous and mindful approach, ensuring that your financial well-being is always our top priority.
We understand that every client’s situation is unique, and our approach centers around building strong, trusting relationships. Our team of experienced professionals takes the time to truly understand your goals, values, and concerns, crafting a comprehensive financial plan tailored to your specific needs.
At MWM Planners, we specialize in retirement planning, investment management, estate planning, and insurance solutions, helping clients navigate the complexities of wealth management with confidence. We are committed to delivering clarity and peace of mind, empowering you to live for today, plan for tomorrow, and leave concerns in the past.
As a registered investment advisor, we partner with Osaic Wealth, member FINRA/SIPC, to provide our clients with access to a wide range of investment options and expert support. We pride ourselves on our meticulous and mindful approach, ensuring that your financial well-being is always our top priority.
Financial Services
Finance
Homelendia Mortgage is a Florida-based mortgage brokerage business franchise provider. We specialize in offering low-cost, high-service franchise opportunities to real estate professionals and brokerages, empowering them to capture more revenue from housing transactions.
Our mission is to simplify the process of owning a mortgage lending company, providing comprehensive support including in-house processing, leading-edge technology, customer-for-life marketing, and ongoing training.
With the lowest cost of ownership in the country and a network of independently owned and operated franchises, Homelendia Mortgage helps real estate professionals and brokerages thrive by expanding their revenue streams and enhancing client experiences.
Our mission is to simplify the process of owning a mortgage lending company, providing comprehensive support including in-house processing, leading-edge technology, customer-for-life marketing, and ongoing training.
With the lowest cost of ownership in the country and a network of independently owned and operated franchises, Homelendia Mortgage helps real estate professionals and brokerages thrive by expanding their revenue streams and enhancing client experiences.
Financial Services
Finance
Atikan Wealth Partners is a wealth management firm based in Irvine, California, dedicated to providing personalized retirement planning and comprehensive financial solutions to clients in Akron, Kent, and Laguna Hills.
We specialize in helping individuals and families in Ohio and Southern California build a secure financial future, offering tailored strategies for retirement income planning, investment management, and generational wealth creation.
At Atikan Wealth Partners, we prioritize a client-first approach, combining over 115 years of LPL Financial expertise with local knowledge and a commitment to delivering clear, confident guidance. Our team of experienced financial advisors works closely with each client to understand their unique goals and develop customized plans that align with their values and aspirations.
We are committed to safeguarding assets, optimizing investments, and ensuring long-term financial stability for our clients, empowering them to enjoy a prosperous and fulfilling life.
We specialize in helping individuals and families in Ohio and Southern California build a secure financial future, offering tailored strategies for retirement income planning, investment management, and generational wealth creation.
At Atikan Wealth Partners, we prioritize a client-first approach, combining over 115 years of LPL Financial expertise with local knowledge and a commitment to delivering clear, confident guidance. Our team of experienced financial advisors works closely with each client to understand their unique goals and develop customized plans that align with their values and aspirations.
We are committed to safeguarding assets, optimizing investments, and ensuring long-term financial stability for our clients, empowering them to enjoy a prosperous and fulfilling life.
Financial Services
Finance
Anseres Capital Management is a leading private investment firm based in Jersey City, New Jersey, specializing in long-term investments in exceptional businesses globally.
We focus on identifying and partnering with high-growth companies across diverse sectors, providing strategic guidance and capital to fuel their expansion.
Anseres Capital Management’s approach centers on a deep understanding of our portfolio companies, fostering collaborative relationships built on trust and shared success. We are dedicated to delivering sustainable value for our investors and the businesses we support.
With a team of experienced professionals and a global network, Anseres Capital Management is committed to building lasting partnerships and driving impactful results.
We focus on identifying and partnering with high-growth companies across diverse sectors, providing strategic guidance and capital to fuel their expansion.
Anseres Capital Management’s approach centers on a deep understanding of our portfolio companies, fostering collaborative relationships built on trust and shared success. We are dedicated to delivering sustainable value for our investors and the businesses we support.
With a team of experienced professionals and a global network, Anseres Capital Management is committed to building lasting partnerships and driving impactful results.
Financial Services
Finance
Decima Wealth Consulting is a financial planning firm based in Saint Petersburg, Florida, dedicated to simplifying wealth management for individuals nearing or in retirement.
We understand that navigating retirement and investment decisions can be overwhelming. At Decima Wealth Consulting, we strive to create personalized cash flow and investment strategies, removing the confusion and delivering high-quality advice.
Our approach centers on understanding your unique needs, providing integrated advice, and fostering a comfortable level of knowledge about your investments. We prioritize building trust and delivering exceptional service, ensuring you achieve your financial goals with confidence and peace of mind.
Founded on the principle of simplicity, Decima Wealth Consulting offers comprehensive financial planning, asset management, and wealth management services, helping clients like Pfizer and their employees make informed decisions about their financial futures.
We understand that navigating retirement and investment decisions can be overwhelming. At Decima Wealth Consulting, we strive to create personalized cash flow and investment strategies, removing the confusion and delivering high-quality advice.
Our approach centers on understanding your unique needs, providing integrated advice, and fostering a comfortable level of knowledge about your investments. We prioritize building trust and delivering exceptional service, ensuring you achieve your financial goals with confidence and peace of mind.
Founded on the principle of simplicity, Decima Wealth Consulting offers comprehensive financial planning, asset management, and wealth management services, helping clients like Pfizer and their employees make informed decisions about their financial futures.
Financial Services
Finance
John Labunski Dallas is a retirement and asset protection advisor based in Plano, Texas.
We specialize in providing personalized retirement advice, helping individuals navigate complex pension plans and safeguard their assets. Our focus is on income planning, ensuring clients achieve financial security and peace of mind throughout their retirement years.
John Labunski Dallas offers a comprehensive approach to financial planning, prioritizing client needs and delivering tailored solutions. We are dedicated to simplifying the often-confusing world of retirement income and asset protection, providing clarity and confidence to our clients.
With a commitment to building long-term relationships, we guide clients through every step of the process, from initial consultation to ongoing support. We help individuals make informed decisions about their financial future, ensuring they are well-prepared for a comfortable and secure retirement.
We specialize in providing personalized retirement advice, helping individuals navigate complex pension plans and safeguard their assets. Our focus is on income planning, ensuring clients achieve financial security and peace of mind throughout their retirement years.
John Labunski Dallas offers a comprehensive approach to financial planning, prioritizing client needs and delivering tailored solutions. We are dedicated to simplifying the often-confusing world of retirement income and asset protection, providing clarity and confidence to our clients.
With a commitment to building long-term relationships, we guide clients through every step of the process, from initial consultation to ongoing support. We help individuals make informed decisions about their financial future, ensuring they are well-prepared for a comfortable and secure retirement.
Financial Services
Finance
JhaPay is a San Francisco-based payments platform empowering local businesses with integrated payments, loyalty, and rewards solutions.
We understand that small and family-owned businesses often struggle to compete with larger brands due to complex and expensive existing tools. JhaPay addresses this challenge by providing a simple, affordable, and intuitive platform that streamlines payments, rewards, and customer engagement.
Our core offering is a digital ecosystem designed to boost local commerce, enabling businesses to accept payments seamlessly, automatically reward customers, and build stronger relationships. We’re committed to providing practical tools for real operators – the ones who open early, close late, and keep neighborhoods alive.
JhaPay is trusted by 50 million users and has processed $2.4 billion in volume year-to-date, demonstrating our rapid growth and impact on the local economy. We operate at Level 1 PCI-DSS and are SOC 2 Type II compliant, ensuring the highest standards of security and reliability.
We understand that small and family-owned businesses often struggle to compete with larger brands due to complex and expensive existing tools. JhaPay addresses this challenge by providing a simple, affordable, and intuitive platform that streamlines payments, rewards, and customer engagement.
Our core offering is a digital ecosystem designed to boost local commerce, enabling businesses to accept payments seamlessly, automatically reward customers, and build stronger relationships. We’re committed to providing practical tools for real operators – the ones who open early, close late, and keep neighborhoods alive.
JhaPay is trusted by 50 million users and has processed $2.4 billion in volume year-to-date, demonstrating our rapid growth and impact on the local economy. We operate at Level 1 PCI-DSS and are SOC 2 Type II compliant, ensuring the highest standards of security and reliability.
Financial Services
Finance
Rooted Pursuits is a legacy investor based in Fort Wayne, Indiana, specializing in acquiring and growing manufacturing, distribution, and retail businesses within the recreational sector.
We focus on identifying values-aligned companies that bring joy to their customers and contribute positively to their communities. Our investment strategy centers around businesses with large addressable markets and significant growth potential, particularly in outdoor and shooting sports, backyard recreational equipment, clothing and fashion, fitness equipment, media content, and esports.
Rooted Pursuits operates as a platform company of Ambassador Enterprises, committed to fostering partnerships and driving sustainable growth across these dynamic industries. We are dedicated to investing in businesses that align with our faith-based values and create lasting positive impact.
We focus on identifying values-aligned companies that bring joy to their customers and contribute positively to their communities. Our investment strategy centers around businesses with large addressable markets and significant growth potential, particularly in outdoor and shooting sports, backyard recreational equipment, clothing and fashion, fitness equipment, media content, and esports.
Rooted Pursuits operates as a platform company of Ambassador Enterprises, committed to fostering partnerships and driving sustainable growth across these dynamic industries. We are dedicated to investing in businesses that align with our faith-based values and create lasting positive impact.
Financial Services
Finance
Acta Escrow Services is a Texas-based escrow and title insurance company providing secure and reliable transaction solutions.
We specialize in residential and commercial title services, offering comprehensive title searches, title clearance, and title policies to ensure clear property titles and efficient closings.
Acta Escrow Services distinguishes itself through a commitment to customer-centric service, leveraging technology and a dedicated team of experts to navigate complex legal and financial landscapes, mitigating risks and safeguarding assets for all parties involved.
With a focus on building long-term relationships and promoting economic stability, we strive to be your trusted partner in real estate transactions, delivering peace of mind and exceptional service.
We specialize in residential and commercial title services, offering comprehensive title searches, title clearance, and title policies to ensure clear property titles and efficient closings.
Acta Escrow Services distinguishes itself through a commitment to customer-centric service, leveraging technology and a dedicated team of experts to navigate complex legal and financial landscapes, mitigating risks and safeguarding assets for all parties involved.
With a focus on building long-term relationships and promoting economic stability, we strive to be your trusted partner in real estate transactions, delivering peace of mind and exceptional service.
Financial Services
Finance
Chargeback Control is a St. Petersburg, Florida-based chargeback management consultancy specializing in helping businesses, particularly those in the financial services sector, reduce chargeback ratios and recover lost revenue.
We provide a comprehensive suite of services, including account monitoring, proactive prevention strategies, advanced analytics, and full-service representment, all powered by AI. Our goal is to streamline the chargeback process and empower merchants to optimize their payment operations.
With over a decade of experience, Chargeback Control leverages a proven track record of success, achieving a 98% success rate in reducing chargeback disputes and maximizing revenue recovery. We offer scalable solutions tailored to any business size, ensuring a strong return on investment and improved customer satisfaction.
We partner with Assured Merchant Services to provide streamlined transactions and innovative solutions, helping our clients navigate the complexities of the modern payment landscape.
We provide a comprehensive suite of services, including account monitoring, proactive prevention strategies, advanced analytics, and full-service representment, all powered by AI. Our goal is to streamline the chargeback process and empower merchants to optimize their payment operations.
With over a decade of experience, Chargeback Control leverages a proven track record of success, achieving a 98% success rate in reducing chargeback disputes and maximizing revenue recovery. We offer scalable solutions tailored to any business size, ensuring a strong return on investment and improved customer satisfaction.
We partner with Assured Merchant Services to provide streamlined transactions and innovative solutions, helping our clients navigate the complexities of the modern payment landscape.
Financial Services
Finance
The Schlott Company is a US-based fractional FP&A firm specializing in modern finance architecture for SaaS founders, CFOs, and investors.
We help high-growth software companies build financial integrity – clean data, consistent definitions, and models that match the business – enabling data-driven decision-making and sustainable growth.
What sets us apart is our operator-first approach, embedding alongside founders to shape strategy, sharpen execution, and ensure finance fuels rather than slows growth. We transform complexity into confidence – and numbers into momentum.
Our services include revenue forecasting, churn analytics, CAC modeling, burn rate planning, and board reporting, all designed to provide executive clarity and strengthen financial storytelling. Fractional FP&A, Financial Systems Design, and Decision Intelligence are at the core of our work.
We help high-growth software companies build financial integrity – clean data, consistent definitions, and models that match the business – enabling data-driven decision-making and sustainable growth.
What sets us apart is our operator-first approach, embedding alongside founders to shape strategy, sharpen execution, and ensure finance fuels rather than slows growth. We transform complexity into confidence – and numbers into momentum.
Our services include revenue forecasting, churn analytics, CAC modeling, burn rate planning, and board reporting, all designed to provide executive clarity and strengthen financial storytelling. Fractional FP&A, Financial Systems Design, and Decision Intelligence are at the core of our work.
Financial Services
Finance
Sentinel Fund is a leading commercial real estate investment firm based in Orlando, Florida, specializing in acquisitions, dispositions, development, and property management.
We transform visionary real estate projects – from retail centers and residential communities to modern mixed-use spaces – into thriving assets. Our team leverages a deep industry network and proven expertise to guide clients through every stage, ensuring successful project completion.
At Sentinel Fund, we pride ourselves on a hands-on approach, offering comprehensive guidance from initial concept to final execution. We are dedicated to building lasting partnerships and delivering exceptional results for our investors. Commercial Real Estate Investment, Property Management, and Development are at the core of our operations.
We transform visionary real estate projects – from retail centers and residential communities to modern mixed-use spaces – into thriving assets. Our team leverages a deep industry network and proven expertise to guide clients through every stage, ensuring successful project completion.
At Sentinel Fund, we pride ourselves on a hands-on approach, offering comprehensive guidance from initial concept to final execution. We are dedicated to building lasting partnerships and delivering exceptional results for our investors. Commercial Real Estate Investment, Property Management, and Development are at the core of our operations.
Financial Services
Finance
WealthWise Financial Services is a trusted wealth management firm based in Irvine, California, dedicated to helping business owners, key executives, and women investors integrate their values and wealth to create lasting legacies.
We specialize in comprehensive financial planning, retirement planning, and estate planning, providing customized strategies tailored to individual needs and goals.
At WealthWise, we begin by articulating your vision for the future, carefully navigating potential risks, and ultimately creating a plan that reflects your values and ensures your wealth and legacy endure. Our commitment to integrity, competence, and care guides every step of the process.
Loreen Gilbert, President of WealthWise Financial Services, has been recognized by Forbes as a Top Women Wealth Advisor, demonstrating our dedication to delivering exceptional results and expertise.
We specialize in comprehensive financial planning, retirement planning, and estate planning, providing customized strategies tailored to individual needs and goals.
At WealthWise, we begin by articulating your vision for the future, carefully navigating potential risks, and ultimately creating a plan that reflects your values and ensures your wealth and legacy endure. Our commitment to integrity, competence, and care guides every step of the process.
Loreen Gilbert, President of WealthWise Financial Services, has been recognized by Forbes as a Top Women Wealth Advisor, demonstrating our dedication to delivering exceptional results and expertise.
Financial Services
Finance
Spectrum Advisors is a trusted financial services firm based in Plano, Texas, dedicated to helping individuals and families create remarkable retirements.
For over 40 years, we’ve been more than just a financial firm – we’ve been a steadfast partner, guiding our clients through retirement with clarity and confidence. We specialize in retirement planning, financial services, and building personalized strategies that ensure financial security and peace of mind.
What sets Spectrum Advisors apart is our faith-driven values and relationship-first approach. We cut through the noise of the market to help you build a retirement plan you can truly trust, allowing you to focus on enjoying the life you’ve worked so hard to build. We offer comprehensive retirement income strategies, tax planning, and legacy planning to help you achieve your financial goals and leave a lasting impact.
Our team, led by David Faulkner, CFP® , RICP® and Mike Reppert, CFP® , CSA®, brings decades of experience and a commitment to providing exceptional service. We’re here to help you navigate the complexities of retirement and create a plan that’s uniquely tailored to your needs.
For over 40 years, we’ve been more than just a financial firm – we’ve been a steadfast partner, guiding our clients through retirement with clarity and confidence. We specialize in retirement planning, financial services, and building personalized strategies that ensure financial security and peace of mind.
What sets Spectrum Advisors apart is our faith-driven values and relationship-first approach. We cut through the noise of the market to help you build a retirement plan you can truly trust, allowing you to focus on enjoying the life you’ve worked so hard to build. We offer comprehensive retirement income strategies, tax planning, and legacy planning to help you achieve your financial goals and leave a lasting impact.
Our team, led by David Faulkner, CFP® , RICP® and Mike Reppert, CFP® , CSA®, brings decades of experience and a commitment to providing exceptional service. We’re here to help you navigate the complexities of retirement and create a plan that’s uniquely tailored to your needs.
Financial Services
Finance
Guardian Finance, LLC is a faith-based mortgage broker serving Central Florida. We specialize in providing competitive low-rate pricing and eliminating unnecessary fees for homebuyers and homeowners.
At Guardian Finance, LLC, we understand the importance of trust and integrity in the financial industry. We are dedicated to simplifying the home financing process for our clients, offering personalized mortgage solutions tailored to their unique needs.
Our commitment extends to supporting local heroes – first responders, medical professionals, teachers, and spiritual leaders – with a 25-basis point credit, further reducing their closing costs. We strive to empower our neighbors in Orlando and beyond with transparent and reliable mortgage services.
We are a trusted partner for those seeking to achieve their homeownership dreams, rooted in service and driven by values.
At Guardian Finance, LLC, we understand the importance of trust and integrity in the financial industry. We are dedicated to simplifying the home financing process for our clients, offering personalized mortgage solutions tailored to their unique needs.
Our commitment extends to supporting local heroes – first responders, medical professionals, teachers, and spiritual leaders – with a 25-basis point credit, further reducing their closing costs. We strive to empower our neighbors in Orlando and beyond with transparent and reliable mortgage services.
We are a trusted partner for those seeking to achieve their homeownership dreams, rooted in service and driven by values.
Financial Services
Finance
Cornerstone Financial Advisers is a trusted consulting firm based in Irvine, California, dedicated to crafting personalized financial plans for individuals and families.
We understand that everyone’s financial journey is unique. Our approach centers on building strong, lasting relationships with our clients, gaining a deep understanding of their goals – from securing retirement to planning for family milestones – and developing strategies aligned with their risk tolerance and time horizon.
As Registered Representatives and Investment Adviser Representatives with LPL Financial, we provide comprehensive financial guidance encompassing retirement planning, family wealth management, estate planning, and insurance solutions. We prioritize education and transparency, empowering our clients to make informed decisions about their financial future. Our commitment is to provide a holistic and adaptable approach, ensuring your plan remains on track as your life evolves.
We understand that everyone’s financial journey is unique. Our approach centers on building strong, lasting relationships with our clients, gaining a deep understanding of their goals – from securing retirement to planning for family milestones – and developing strategies aligned with their risk tolerance and time horizon.
As Registered Representatives and Investment Adviser Representatives with LPL Financial, we provide comprehensive financial guidance encompassing retirement planning, family wealth management, estate planning, and insurance solutions. We prioritize education and transparency, empowering our clients to make informed decisions about their financial future. Our commitment is to provide a holistic and adaptable approach, ensuring your plan remains on track as your life evolves.
Financial Services
Finance
Algo Holdings LLC is a US-based private holding company specializing in algorithmic trading software solutions for the Forex market.
For over 15 years, we’ve developed and refined our proprietary algorithmic trading strategy, empowering investors – particularly those new to Forex – to achieve consistent returns without the emotional pitfalls of manual trading.
Our core offering is a fully transparent, expert-designed algorithmic trading system that leverages speed, accuracy, and diversification to maximize profitability. We provide a comprehensive suite of services, including one-on-one consulting, exclusive algorithm access, and ongoing market analysis, all designed to simplify and optimize your Forex investment journey. We are committed to providing a stress-free and rewarding trading experience.
For over 15 years, we’ve developed and refined our proprietary algorithmic trading strategy, empowering investors – particularly those new to Forex – to achieve consistent returns without the emotional pitfalls of manual trading.
Our core offering is a fully transparent, expert-designed algorithmic trading system that leverages speed, accuracy, and diversification to maximize profitability. We provide a comprehensive suite of services, including one-on-one consulting, exclusive algorithm access, and ongoing market analysis, all designed to simplify and optimize your Forex investment journey. We are committed to providing a stress-free and rewarding trading experience.
Financial Services
Finance
K | H Private Wealth is a Dallas, Texas-based independent wealth advisory firm serving ultra-high-net-worth individuals, multigenerational families, business owners, and single-family offices. Through its proprietary Wealth Playbook, the firm delivers customized investment strategies and comprehensive planning that integrates tax, estate, and family-focused services – architecting wealth structures that endure generations.
We unite institutional intelligence with personal stewardship, blending data-driven precision with human understanding, so your family can make confident decisions for decades.
What sets K | H Private Wealth apart is our holistic approach, unifying investment management, tax design, and family governance into a cohesive structure, engineered with intention and built for legacy. We offer single-point accountability, integrating portfolios, entities, tax strategy, and reporting to ensure nothing falls between the cracks.
Furthermore, we provide liquidity, credit & contingency planning, designing strategies for capital to remain resilient across cycles, with tiered liquidity, intelligent credit access, and proactive contingency design to preserve optionality. Finally, we strengthen the architecture that protects what matters – your family’s legacy and purpose.
We unite institutional intelligence with personal stewardship, blending data-driven precision with human understanding, so your family can make confident decisions for decades.
What sets K | H Private Wealth apart is our holistic approach, unifying investment management, tax design, and family governance into a cohesive structure, engineered with intention and built for legacy. We offer single-point accountability, integrating portfolios, entities, tax strategy, and reporting to ensure nothing falls between the cracks.
Furthermore, we provide liquidity, credit & contingency planning, designing strategies for capital to remain resilient across cycles, with tiered liquidity, intelligent credit access, and proactive contingency design to preserve optionality. Finally, we strengthen the architecture that protects what matters – your family’s legacy and purpose.
Financial Services
Finance
Laureola Advisors is a specialist asset manager based in the British Virgin Islands, dedicated exclusively to Life Settlements.
We provide a conservative approach to an attractive asset class, offering investors genuine non-correlation with traditional markets and the potential for asset/liability matching.
As a boutique manager, Laureola’s vertically integrated investment process and experienced team ensure control and quality at every stage, allowing investors to confidently manage their assets for the long term.
Founded in 2012, Laureola Advisors has been managing Life Settlement Funds since May 2013, leveraging our expertise to navigate the unique challenges of this asset class.
We provide a conservative approach to an attractive asset class, offering investors genuine non-correlation with traditional markets and the potential for asset/liability matching.
As a boutique manager, Laureola’s vertically integrated investment process and experienced team ensure control and quality at every stage, allowing investors to confidently manage their assets for the long term.
Founded in 2012, Laureola Advisors has been managing Life Settlement Funds since May 2013, leveraging our expertise to navigate the unique challenges of this asset class.
Financial Services
Finance
Alphaworks is a Jersey City, New Jersey-based quantitative equity management firm specializing in tax alpha and direct indexing strategies. We provide sophisticated portfolio management techniques to investment advisors and direct-index managers, helping them quantify tax alpha using shadow benchmarking.
Alphaworks assists clients in optimizing their investment processes through advanced quantitative methods. Our core expertise lies in identifying and implementing strategies that minimize tax liabilities while maximizing returns – a critical need in today’s complex financial landscape.
Founded in 2021, Alphaworks combines a deep understanding of financial markets with cutting-edge portfolio management tools. We are dedicated to delivering measurable results and supporting our clients’ long-term investment goals. We focus on strategies like 130/30 loss harvesting to improve overall portfolio performance.
Alphaworks assists clients in optimizing their investment processes through advanced quantitative methods. Our core expertise lies in identifying and implementing strategies that minimize tax liabilities while maximizing returns – a critical need in today’s complex financial landscape.
Founded in 2021, Alphaworks combines a deep understanding of financial markets with cutting-edge portfolio management tools. We are dedicated to delivering measurable results and supporting our clients’ long-term investment goals. We focus on strategies like 130/30 loss harvesting to improve overall portfolio performance.
Financial Services
Finance
Coastline Wealth Advisory is a Newport Beach, California-based financial advisory firm dedicated to providing personalized investment management, retirement planning, and estate planning services to clients.
We understand that navigating the complexities of wealth management can be overwhelming. Our team focuses on helping retirees, executives, and young professionals achieve their financial goals with clarity and confidence.
What sets Coastline Wealth Advisory apart is our commitment to building long-term relationships based on trust and transparency. We prioritize understanding each client’s unique circumstances and tailoring our strategies accordingly. We are a registered investment advisor affiliated with LPL Financial, ensuring our clients receive professional guidance and access to a wide range of investment options.
Matthew Holbrook, CFP®, founded Coastline Wealth Advisory with a passion for helping clients live fulfilling lives, free from financial worry.
We understand that navigating the complexities of wealth management can be overwhelming. Our team focuses on helping retirees, executives, and young professionals achieve their financial goals with clarity and confidence.
What sets Coastline Wealth Advisory apart is our commitment to building long-term relationships based on trust and transparency. We prioritize understanding each client’s unique circumstances and tailoring our strategies accordingly. We are a registered investment advisor affiliated with LPL Financial, ensuring our clients receive professional guidance and access to a wide range of investment options.
Matthew Holbrook, CFP®, founded Coastline Wealth Advisory with a passion for helping clients live fulfilling lives, free from financial worry.
Financial Services
Finance
Sarum Innovation, Inc is a US-based blockchain payment solutions provider specializing in developing innovative hybrid payment rails connecting decentralized finance (DeFi) and traditional payment infrastructure.
We focus on bridging financial gaps for businesses and individuals seeking efficient and secure payment processing. Our proprietary blockchain payment application streamlines transactions, reducing costs and increasing speed.
Sarum Innovation leverages a hybrid payment rail to offer a robust and adaptable solution for a variety of industries, including fintech, e-commerce, and digital asset management. We are committed to building the future of payments, one blockchain at a time.
Based in Irvine, California, we are a team of experienced blockchain developers and financial experts dedicated to delivering cutting-edge payment technology.
We focus on bridging financial gaps for businesses and individuals seeking efficient and secure payment processing. Our proprietary blockchain payment application streamlines transactions, reducing costs and increasing speed.
Sarum Innovation leverages a hybrid payment rail to offer a robust and adaptable solution for a variety of industries, including fintech, e-commerce, and digital asset management. We are committed to building the future of payments, one blockchain at a time.
Based in Irvine, California, we are a team of experienced blockchain developers and financial experts dedicated to delivering cutting-edge payment technology.
Financial Services
Finance
Gen Z Financial Planning is a financial planning firm based in Irvine, California, dedicated to providing personalized financial guidance to the Gen Z demographic.
We specialize in helping young adults – from recent graduates to early career professionals – build a strong financial foundation. Our services encompass retirement planning, investment strategies, student loan management, and budgeting tools, all tailored to the unique challenges and opportunities faced by this generation.
Gen Z Financial Planning distinguishes itself through a commitment to accessible and engaging financial education, utilizing digital tools and a straightforward approach to complex topics. We focus on empowering clients to take control of their financial futures and achieve their long-term goals.
As a sole proprietorship, we prioritize building strong, trusting relationships with our clients, offering a personalized experience that larger firms often cannot match. We are committed to helping Gen Z achieve financial wellness and security.
We specialize in helping young adults – from recent graduates to early career professionals – build a strong financial foundation. Our services encompass retirement planning, investment strategies, student loan management, and budgeting tools, all tailored to the unique challenges and opportunities faced by this generation.
Gen Z Financial Planning distinguishes itself through a commitment to accessible and engaging financial education, utilizing digital tools and a straightforward approach to complex topics. We focus on empowering clients to take control of their financial futures and achieve their long-term goals.
As a sole proprietorship, we prioritize building strong, trusting relationships with our clients, offering a personalized experience that larger firms often cannot match. We are committed to helping Gen Z achieve financial wellness and security.
Financial Services
Finance
SimpliPay is a Florida-based payment processing consulting firm dedicated to empowering small and medium-sized businesses with transparent and cost-effective solutions.
We understand the challenges faced by business owners when selecting a merchant processor, often encountering confusing fees and limited information. SimpliPay was founded to address this, providing businesses with access to dual pricing and zero-fee processing options, allowing them to keep 100% of their revenue.
Our approach centers on education and personalized service, offering a dedicated business consultant to guide clients through the entire process – from setup to ongoing support. We prioritize building long-term partnerships based on trust and mutual success. We are committed to providing a secure and reliable platform, utilizing advanced technology to meet the evolving needs of our clients.
As a privately held company with a team of experienced professionals, SimpliPay is focused on delivering exceptional value and driving growth for our merchant partners.
We understand the challenges faced by business owners when selecting a merchant processor, often encountering confusing fees and limited information. SimpliPay was founded to address this, providing businesses with access to dual pricing and zero-fee processing options, allowing them to keep 100% of their revenue.
Our approach centers on education and personalized service, offering a dedicated business consultant to guide clients through the entire process – from setup to ongoing support. We prioritize building long-term partnerships based on trust and mutual success. We are committed to providing a secure and reliable platform, utilizing advanced technology to meet the evolving needs of our clients.
As a privately held company with a team of experienced professionals, SimpliPay is focused on delivering exceptional value and driving growth for our merchant partners.
Financial Services
Finance
AWay Home Loans, LLC is a leading mortgage broker based in Plano, Texas, dedicated to simplifying the home loan process for Texans. We provide expert guidance and access to a wide range of loan programs, including FHA, VA, Conventional, and Jumbo, ensuring our clients find the perfect financing solution for their needs.
At AWay Home Loans, we understand that navigating the mortgage landscape can be daunting. Our experienced team focuses on clear communication and personalized service, helping first-time homebuyers and seasoned investors alike achieve their real estate goals. We pride ourselves on connecting clients with the best loan options available, leveraging our relationships with multiple banks and lenders to secure competitive rates and favorable terms.
We are committed to building lasting relationships with our clients, offering a seamless and stress-free mortgage experience. Our goal is to be your trusted partner every step of the way, from pre-approval to closing. We’re here to help you find AWay Home.
At AWay Home Loans, we understand that navigating the mortgage landscape can be daunting. Our experienced team focuses on clear communication and personalized service, helping first-time homebuyers and seasoned investors alike achieve their real estate goals. We pride ourselves on connecting clients with the best loan options available, leveraging our relationships with multiple banks and lenders to secure competitive rates and favorable terms.
We are committed to building lasting relationships with our clients, offering a seamless and stress-free mortgage experience. Our goal is to be your trusted partner every step of the way, from pre-approval to closing. We’re here to help you find AWay Home.
Financial Services
Finance
Maven Group Investment Strategies is a California-based financial planning firm dedicated to helping corporate executives and professionals create personalized retirement and wealth management strategies.
We understand that achieving your financial goals requires more than just investment decisions; it’s about aligning your financial plan with your overall lifestyle and aspirations.
At Maven Group, we prioritize building trust through our commitment to knowledge, balance, and proactive communication. Our team of CERTIFIED FINANCIAL PLANNER® professionals works closely with you to understand your ‘why’ – your personal goals and values – and develop a tailored plan that supports your journey.
We believe in a holistic approach, considering your current situation, future needs, and the importance of enjoying your life today while planning for a secure tomorrow. Financial Planning, Succession Planning for Business Owners, and Tax Planning for Business Owners are core services we offer to help you achieve your long-term objectives.
We understand that achieving your financial goals requires more than just investment decisions; it’s about aligning your financial plan with your overall lifestyle and aspirations.
At Maven Group, we prioritize building trust through our commitment to knowledge, balance, and proactive communication. Our team of CERTIFIED FINANCIAL PLANNER® professionals works closely with you to understand your ‘why’ – your personal goals and values – and develop a tailored plan that supports your journey.
We believe in a holistic approach, considering your current situation, future needs, and the importance of enjoying your life today while planning for a secure tomorrow. Financial Planning, Succession Planning for Business Owners, and Tax Planning for Business Owners are core services we offer to help you achieve your long-term objectives.
Financial Services
Finance
CYS Bookkeeping is an Orlando, Florida-based bookkeeping firm specializing in proactive financial management solutions for small businesses and entrepreneurs.
We understand the challenges faced by business owners – the demands of growth, the complexities of finances, and the need for clear, reliable data. Our services are designed to alleviate the stress and confusion often associated with bookkeeping, allowing you to focus on what you do best: building your business.
CYS Bookkeeping distinguishes itself through a collaborative and educational approach, providing not just accurate bookkeeping, but also insightful financial knowledge and proactive recommendations. We prioritize clear communication and transparency, ensuring you always have a complete understanding of your business’s financial health. We’re dedicated to helping you gain confidence in your books and make informed decisions for sustained success.
As a trusted partner, we’re committed to supporting your business journey, offering peace of mind through expert bookkeeping and strategic financial guidance.
We understand the challenges faced by business owners – the demands of growth, the complexities of finances, and the need for clear, reliable data. Our services are designed to alleviate the stress and confusion often associated with bookkeeping, allowing you to focus on what you do best: building your business.
CYS Bookkeeping distinguishes itself through a collaborative and educational approach, providing not just accurate bookkeeping, but also insightful financial knowledge and proactive recommendations. We prioritize clear communication and transparency, ensuring you always have a complete understanding of your business’s financial health. We’re dedicated to helping you gain confidence in your books and make informed decisions for sustained success.
As a trusted partner, we’re committed to supporting your business journey, offering peace of mind through expert bookkeeping and strategic financial guidance.
Financial Services
Finance
Company Name | Location | Category | Employees | Website |
|---|---|---|---|---|
St. Petersburg, United States (US) | Finance and Banking Finance and Banking | 2-10 | https://www.patientpreferredservices.com/ | |
Redmond, United States (US) | Finance and Banking Finance and Banking | 2-10 | http://www.accreditedinsight.com | |
Toledo, United States (US) | Finance and Banking Finance and Banking | 2-10 | http://Maplehurst.co | |
Jersey City, United States (US) | Finance and Banking Finance and Banking | 2-10 | http://rootfinancial.co | |
Greensboro, United States (US) | Finance and Banking Finance and Banking | 2-10 | https://milmo.co | |
Irvine, United States (US) | Finance and Banking Finance and Banking | 2-10 | http://www.pavoinsure.com | |
Irvine, United States (US) | Finance and Banking Finance and Banking | 2-10 | http://salazargroupinc.com | |
Orlando, United States (US) | Finance and Banking Finance and Banking | 2-10 | http://www.fpafla.com/ | |
Chula Vista, United States (US) | Finance and Banking Finance and Banking | 2-10 | http://digitalpayments.net/ | |
Orlando, United States (US) | Finance and Banking Finance and Banking | 2-10 | https://momentous-sports.com/ | |
St Petersburg, United States (US) | Finance and Banking Finance and Banking | 2-10 | http://www.revacquisition.com | |
Plano, United States (US) | Finance and Banking Finance and Banking | 2-10 | http://www.swpplanners.com | |
Millstone Township, United States (US) | Finance and Banking Finance and Banking | 2-10 | https://cmcapitalpartners.com/ | |
Irvine, United States (US) | Finance and Banking Finance and Banking | 2-10 | https://www.pifsrp.com/ | |
GREENSBORO, United States (US) | Finance and Banking Finance and Banking | 2-10 | https://www.holdernessinvestments.com/ | |
Toledo, United States (US) | Finance and Banking Finance and Banking | 2-10 | http://www.salemfinancial.com/ | |
Orlando, United States (US) | Finance and Banking Finance and Banking | 2-10 | http://WWW.FLREPOSSESSIONAGENCY.COM | |
Plano, United States (US) | Finance and Banking Finance and Banking | 2-10 | http://www.katapultwealth.com | |
St Petersburg, United States (US) | Finance and Banking Finance and Banking | 2-10 | https://www.creativloan.com/ | |
St Petersburg, United States (US) | Finance and Banking Finance and Banking | 2-10 | http://Blacktiefunding.com | |
Irvine, United States (US) | Finance and Banking Finance and Banking | 2-10 | https://westcapitallending.com/licensing | |
Irvine, United States (US) | Finance and Banking Finance and Banking | 2-10 | http://t7x.io | |
Plano, United States (US) | Finance and Banking Finance and Banking | 2-10 | http://www.landvest-capital.com | |
Irvine, United States (US) | Finance and Banking Finance and Banking | 2-10 | https://www.MWMplanners.com/ | |
Orlando, United States (US) | Finance and Banking Finance and Banking | 2-10 | https://homelendia.com/ | |
Irvine, United States (US) | Finance and Banking Finance and Banking | 2-10 | https://www.atikanwealth.com/ | |
Jersey City, United States (US) | Finance and Banking Finance and Banking | 2-10 | http://www.anserescapital.com | |
Saint Petersburg, United States (US) | Finance and Banking Finance and Banking | 2-10 | http://www.decimawealth.com | |
Plano, United States (US) | Finance and Banking Finance and Banking | 2-10 | https://www.johnlabunski.org/ | |
Irvine, United States (US) | Finance and Banking Finance and Banking | 2-10 | https://www.jhapay.com/ | |
Fort Wayne, United States (US) | Finance and Banking Finance and Banking | 2-10 | http://www.rootedpursuits.com | |
Plano, United States (US) | Finance and Banking Finance and Banking | 2-10 | http://www.actaescrowservices.com | |
St. Petersburg, United States (US) | Finance and Banking Finance and Banking | 2-10 | http://www.chargebackcontrol.com | |
Orlando, United States (US) | Finance and Banking Finance and Banking | 2-10 | http://www.theschlottco.com | |
Orlando, United States (US) | Finance and Banking Finance and Banking | 2-10 | https://sentinelfundcre.com/ | |
Irvine, United States (US) | Finance and Banking Finance and Banking | 2-10 | https://www.wealthwisefinancial.com/ | |
Plano, United States (US) | Finance and Banking Finance and Banking | 2-10 | https://spectrumadvisors.net/ | |
Orlando, United States (US) | Finance and Banking Finance and Banking | 2-10 | https://www.guardianfinancefl.com/ | |
Irvine, United States (US) | Finance and Banking Finance and Banking | 2-10 | http://www.cfadvisers.com | |
Irvine, United States (US) | Finance and Banking Finance and Banking | 2-10 | http://www.algoholdingsllc.com | |
Plano, United States (US) | Finance and Banking Finance and Banking | 2-10 | https://khprivatewealth.com/ | |
Road Town, British Virgin Islands | Finance and Banking Finance and Banking | 2-10 | http://www.laureolaadvisors.com | |
Jersey City, United States (US) | Finance and Banking Finance and Banking | 2-10 | http://www.alphaworksinfo.com | |
Irvine, United States (US) | Finance and Banking Finance and Banking | 2-10 | https://coastlinewealth.lpl.com/ | |
Irvine, United States (US) | Finance and Banking Finance and Banking | 2-10 | https://www.saruminnovation.com/ | |
Irvine, United States (US) | Finance and Banking Finance and Banking | 2-10 | https://genzfinancialplanning.com/ | |
Fort Lauderdale, United States (US) | Finance and Banking Finance and Banking | 2-10 | http://www.simplipaymerchant.com | |
Plano, United States (US) | Finance and Banking Finance and Banking | 2-10 | http://www.awayhomeloans.com | |
Irvine, United States (US) | Finance and Banking Finance and Banking | 2-10 | http://www.maven-group.com | |
Orlando, United States (US) | Finance and Banking Finance and Banking | 2-10 | https://www.cysbookkeeping.com |
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Frequently asked questions
Updated 23 October 2026
What is Enterprise League?
Enterprise League is a free business directory that helps buyers find the right company by sector and country. Every company has a profile showing what it does, what it offers and how to get in touch.
Is it free to list my company?
Yes, and it stays free: no card, no paid tier. Your profile appears in search results and category pages, can show up to 20 products and services, and lets buyers message you or ask for a quote.
How does verification work, and what does it cost?
Verifying your company is free. Confirm a code we email to an address at your company’s website, or send a company registration document for our team to check, and the verified badge appears on your profile. To show the badge in the directory and search results as well, take out a subscription: the first 14 days are free, and the price is on our pricing page.
Where does the company information come from?
Most profiles are built from public sources, such as official company registers. Claim your company’s profile to correct its details and add your own.
How do I claim or correct my company’s profile?
Open your company’s profile and choose Claim Profile. If you use an email address at your company’s website, a 6-digit code makes the profile yours at once; otherwise our team reviews your request, usually within a few days. Spotted a mistake on a company that isn’t yours? Tell us through our contact page.