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 2663 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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Rushmore Correspondent Lending Services is a leading mortgage servicing and lending platform based in Irvine, California, specializing in providing exceptional customer service to borrowers and lenders.
We focus on delivering reliable and efficient mortgage servicing solutions to independent mortgage lenders across the United States. Our core service is dedicated to streamlining the loan servicing process, ensuring accurate payments, and maintaining strong borrower relationships.
As an independent mortgage banker division of Rushmore Loan Management Services, we leverage our expertise and technology to offer a seamless and secure experience for all parties involved. We are committed to transparency, accuracy, and building long-term partnerships within the financial services sector.
Founded in 2019, Rushmore Correspondent Lending Services has quickly established a reputation for quality and responsiveness, servicing a growing portfolio of loans and supporting the success of our clients.
We focus on delivering reliable and efficient mortgage servicing solutions to independent mortgage lenders across the United States. Our core service is dedicated to streamlining the loan servicing process, ensuring accurate payments, and maintaining strong borrower relationships.
As an independent mortgage banker division of Rushmore Loan Management Services, we leverage our expertise and technology to offer a seamless and secure experience for all parties involved. We are committed to transparency, accuracy, and building long-term partnerships within the financial services sector.
Founded in 2019, Rushmore Correspondent Lending Services has quickly established a reputation for quality and responsiveness, servicing a growing portfolio of loans and supporting the success of our clients.
Finance
Financial Services
Mission Wealth Women on a Mission is a California-based wealth management firm dedicated to empowering women with the financial confidence and resources they need.
We specialize in providing personalized investment management, estate planning, and retirement strategies tailored to the unique needs of independent women. Our team of experienced female advisors understands the challenges women face in the financial world and is committed to building long-term relationships based on trust and education.
Founded in 2000, Mission Wealth Women on a Mission has grown to serve clients across the United States, offering a comprehensive suite of services designed to help women achieve their financial goals and build a secure future. We are passionate about supporting women’s financial well-being and fostering a community of empowered investors.
We specialize in providing personalized investment management, estate planning, and retirement strategies tailored to the unique needs of independent women. Our team of experienced female advisors understands the challenges women face in the financial world and is committed to building long-term relationships based on trust and education.
Founded in 2000, Mission Wealth Women on a Mission has grown to serve clients across the United States, offering a comprehensive suite of services designed to help women achieve their financial goals and build a secure future. We are passionate about supporting women’s financial well-being and fostering a community of empowered investors.
Finance
Financial Services
Guardian Tax is a California-based tax relief specialist, dedicated to helping individuals and businesses navigate complex tax issues and recover lost funds.
We understand that dealing with the IRS can be overwhelming and stressful. Our experienced team provides comprehensive tax resolution services, including back tax filing, penalty abatement, and debt relief.
Unlike traditional CPA firms, Guardian Tax focuses exclusively on tax relief, offering cost-effective solutions and personalized support to help you take control of your finances and minimize your tax burden. We’re committed to providing a stress-free experience and ensuring you receive every dollar you deserve.
With a proven track record of success and a dedication to client satisfaction, Guardian Tax is your trusted partner in achieving tax peace of mind.
We understand that dealing with the IRS can be overwhelming and stressful. Our experienced team provides comprehensive tax resolution services, including back tax filing, penalty abatement, and debt relief.
Unlike traditional CPA firms, Guardian Tax focuses exclusively on tax relief, offering cost-effective solutions and personalized support to help you take control of your finances and minimize your tax burden. We’re committed to providing a stress-free experience and ensuring you receive every dollar you deserve.
With a proven track record of success and a dedication to client satisfaction, Guardian Tax is your trusted partner in achieving tax peace of mind.
Finance
Financial Services
Optionwide Financial Corporation is a leading mortgage lender based in Irvine, California, dedicated to helping customers achieve their financial goals.
We specialize in providing tailored mortgage solutions for individuals and families across Texas, focusing on helping them take the next step towards homeownership. Our experienced Mortgage Loan Originators work closely with clients to understand their unique needs and secure the most suitable financing options.
Optionwide Financial Corporation is an Equal Housing Lender, committed to transparency and ethical lending practices. We pride ourselves on our responsive service and dedication to building long-term relationships with our clients. Founded in 2017, we’ve grown to serve a significant number of borrowers, and we remain focused on delivering exceptional service and competitive rates. Mortgage Loan Originators, Texas, and Homeownership are key to our mission.
We specialize in providing tailored mortgage solutions for individuals and families across Texas, focusing on helping them take the next step towards homeownership. Our experienced Mortgage Loan Originators work closely with clients to understand their unique needs and secure the most suitable financing options.
Optionwide Financial Corporation is an Equal Housing Lender, committed to transparency and ethical lending practices. We pride ourselves on our responsive service and dedication to building long-term relationships with our clients. Founded in 2017, we’ve grown to serve a significant number of borrowers, and we remain focused on delivering exceptional service and competitive rates. Mortgage Loan Originators, Texas, and Homeownership are key to our mission.
Finance
Financial Services
FirstPoint Solutions is a leading Texas-based Business Process Outsourcing (BPO) firm specializing in title production services for the US title and mortgage industries.
We provide comprehensive title search, tax report, title curative, and settlement services, leveraging advanced technologies like Robotic Process Automation (RPA) and Artificial Intelligence (AI) to ensure accuracy, compliance, and speed.
Founded in 2018 and backed by a management team with 36+ years of combined experience, FirstPoint Solutions delivers tailored solutions to streamline your operations and reduce risk. We are committed to client satisfaction and employee retention, boasting a zero attrition rate since July 2021 and consistently exceeding expectations with rapid turnaround times. Title Search and Tax Reports are our core offerings, complemented by specialized services to strengthen your title workflow.
We provide comprehensive title search, tax report, title curative, and settlement services, leveraging advanced technologies like Robotic Process Automation (RPA) and Artificial Intelligence (AI) to ensure accuracy, compliance, and speed.
Founded in 2018 and backed by a management team with 36+ years of combined experience, FirstPoint Solutions delivers tailored solutions to streamline your operations and reduce risk. We are committed to client satisfaction and employee retention, boasting a zero attrition rate since July 2021 and consistently exceeding expectations with rapid turnaround times. Title Search and Tax Reports are our core offerings, complemented by specialized services to strengthen your title workflow.
Finance
Financial Services
Navigon Financial Group is a trusted financial services firm based in Greensboro, North Carolina, dedicated to helping individuals and businesses achieve their financial goals.
For over a century – since 1912 – we’ve built a reputation for providing comprehensive financial planning, investment strategies, insurance solutions, and retirement guidance. We pride ourselves on fostering long-term relationships built on trust and transparency, serving a diverse clientele including families, medical professionals, business owners, and retirees.
What sets Navigon apart is our commitment to personalized service and our deep understanding of the evolving needs of our clients. We leverage the strength and stability of our parent company, Penn Mutual, a 173-year-old institution with a proven track record of safeguarding assets and providing peace of mind. We are dedicated to delivering quality services that help you navigate life’s uncertainties, and we remain confident in our ability to operate our business in a changing environment.
For over a century – since 1912 – we’ve built a reputation for providing comprehensive financial planning, investment strategies, insurance solutions, and retirement guidance. We pride ourselves on fostering long-term relationships built on trust and transparency, serving a diverse clientele including families, medical professionals, business owners, and retirees.
What sets Navigon apart is our commitment to personalized service and our deep understanding of the evolving needs of our clients. We leverage the strength and stability of our parent company, Penn Mutual, a 173-year-old institution with a proven track record of safeguarding assets and providing peace of mind. We are dedicated to delivering quality services that help you navigate life’s uncertainties, and we remain confident in our ability to operate our business in a changing environment.
Finance
Financial Services
Smith Hayes Financial Services is a Nebraska-based investment firm dedicated to providing comprehensive financial solutions to individuals and municipalities.
We specialize in retirement plan services, public finance/municipal bonds, and brokerage services, helping clients achieve their financial goals through trusted guidance and reliable money management. Our locally owned and operated approach fosters strong relationships built on partnership, communication, and a commitment to education and trust.
Since 1985, Smith Hayes has grown to serve a diverse clientele, consistently underwriting millions of dollars in bond financing to support vital community projects. We pride ourselves on honest conversations and reputable expertise, ensuring a positive financial future for all our clients. As a registered broker dealer and member of FINRA and SIPC, we maintain the highest standards of integrity and professionalism.
We specialize in retirement plan services, public finance/municipal bonds, and brokerage services, helping clients achieve their financial goals through trusted guidance and reliable money management. Our locally owned and operated approach fosters strong relationships built on partnership, communication, and a commitment to education and trust.
Since 1985, Smith Hayes has grown to serve a diverse clientele, consistently underwriting millions of dollars in bond financing to support vital community projects. We pride ourselves on honest conversations and reputable expertise, ensuring a positive financial future for all our clients. As a registered broker dealer and member of FINRA and SIPC, we maintain the highest standards of integrity and professionalism.
Finance
Financial Services
CarWire is a Plano, Texas-based financial technology platform specializing in lien payoff automation for automotive dealerships.
CarWire addresses the significant structural gap between dealer DMS systems and floorplan lenders, enabling dealers to recover trapped capital and streamline their operations.
Built on a foundation of decades of automotive technology experience – including successful exits at CDK Global and CarGurus – CarWire offers a universal lender coverage platform with real-time financial intelligence and automated fund recovery.
CarWire is the vision of Bruce Thompson, Founder & CEO, a serial entrepreneur with a proven track record of transforming automotive tech. The company’s mission is to revolutionize lien resolution and empower dealers with greater control and visibility over their finances.
CarWire addresses the significant structural gap between dealer DMS systems and floorplan lenders, enabling dealers to recover trapped capital and streamline their operations.
Built on a foundation of decades of automotive technology experience – including successful exits at CDK Global and CarGurus – CarWire offers a universal lender coverage platform with real-time financial intelligence and automated fund recovery.
CarWire is the vision of Bruce Thompson, Founder & CEO, a serial entrepreneur with a proven track record of transforming automotive tech. The company’s mission is to revolutionize lien resolution and empower dealers with greater control and visibility over their finances.
Finance
Financial Services
Highland HomeLoans is a leading mortgage lender serving homeowners and prospective buyers across Texas.
We specialize in providing personalized mortgage solutions, guiding clients through the entire home financing process – from initial consultation to loan approval and closing. Our team focuses on delivering exceptional service and tailored plans to meet individual financial goals.
As a trusted partner, Highland HomeLoans (NMLS: 124684) helps individuals secure the best possible financing for their dream homes, offering competitive rates and flexible terms. We are an Equal Housing Lender committed to simplifying the complexities of homeownership.
We specialize in providing personalized mortgage solutions, guiding clients through the entire home financing process – from initial consultation to loan approval and closing. Our team focuses on delivering exceptional service and tailored plans to meet individual financial goals.
As a trusted partner, Highland HomeLoans (NMLS: 124684) helps individuals secure the best possible financing for their dream homes, offering competitive rates and flexible terms. We are an Equal Housing Lender committed to simplifying the complexities of homeownership.
Finance
Financial Services
Peak American Financial Companies, Inc is a Plano, Texas-based financial services firm specializing in comprehensive wealth management and retirement solutions for mature investors.
We provide personalized guidance and tailored strategies to help individuals secure their financial future, manage retirement income, and ensure a seamless wealth transfer. Our services encompass a wide range of offerings, including financial planning, investment management, insurance solutions, and income protection strategies.
As a trusted partner, Peak American Financial Companies, Inc. focuses on building long-term relationships based on integrity and a deep understanding of our clients’ unique needs. We are dedicated to providing peace of mind and empowering our clients to achieve their financial goals. We serve a diverse clientele seeking expert advice in retirement planning, legacy creation, and overall financial security.
Founded in 1994, Peak American Financial Companies, Inc. has grown to serve clients across the United States, with regional offices in Texas, the East, and the West. We currently employ 45 professionals, committed to delivering exceptional service and results.
We provide personalized guidance and tailored strategies to help individuals secure their financial future, manage retirement income, and ensure a seamless wealth transfer. Our services encompass a wide range of offerings, including financial planning, investment management, insurance solutions, and income protection strategies.
As a trusted partner, Peak American Financial Companies, Inc. focuses on building long-term relationships based on integrity and a deep understanding of our clients’ unique needs. We are dedicated to providing peace of mind and empowering our clients to achieve their financial goals. We serve a diverse clientele seeking expert advice in retirement planning, legacy creation, and overall financial security.
Founded in 1994, Peak American Financial Companies, Inc. has grown to serve clients across the United States, with regional offices in Texas, the East, and the West. We currently employ 45 professionals, committed to delivering exceptional service and results.
Finance
Financial Services
D&A Services, LLC is a leading Illinois-based provider of professional consumer contact solutions for financial institutions and other creditors. We specialize in delivering compliant debt collection services, offering a comprehensive suite of tools and expertise to streamline the collections process.
Our core mission is to provide a positive and efficient experience for both consumers and creditors. We achieve this through a commitment to rigorous compliance, utilizing proprietary scoring technology, and maintaining a team of dedicated professionals.
D&A Services distinguishes itself through its unwavering focus on quality assurance, a 24/7 availability for immediate support, and a ‘No Excuse’ accountability culture. We’re dedicated to helping our clients achieve their collection goals while upholding the highest ethical standards.
Founded in 2007, D&A has grown to serve clients across multiple states, including Texas and Florida, demonstrating our scalability and commitment to nationwide service. We are proud to partner with organizations seeking reliable and effective consumer collections solutions.
Our core mission is to provide a positive and efficient experience for both consumers and creditors. We achieve this through a commitment to rigorous compliance, utilizing proprietary scoring technology, and maintaining a team of dedicated professionals.
D&A Services distinguishes itself through its unwavering focus on quality assurance, a 24/7 availability for immediate support, and a ‘No Excuse’ accountability culture. We’re dedicated to helping our clients achieve their collection goals while upholding the highest ethical standards.
Founded in 2007, D&A has grown to serve clients across multiple states, including Texas and Florida, demonstrating our scalability and commitment to nationwide service. We are proud to partner with organizations seeking reliable and effective consumer collections solutions.
Finance
Financial Services
Cardinal Point Wealth Management is a Canada-U.S. wealth management group dedicated to serving the sophisticated needs of high net-worth families.
We specialize in providing investment management, financial, estate, and tax planning solutions to residents of Canada and the U.S., including those relocating between the two countries and Canadian and U.S. expats living abroad.
Cardinal Point combines institutional expertise with a deeply personal approach, helping families preserve, grow, and transfer wealth across generations. Our team of 0 + Investment, Tax and Financial Planning Professionals is committed to simplifying complex financial lives and building lasting legacies.
We partner with families to ensure they have the peace of mind knowing their financial future is secure and aligned with their values.
We specialize in providing investment management, financial, estate, and tax planning solutions to residents of Canada and the U.S., including those relocating between the two countries and Canadian and U.S. expats living abroad.
Cardinal Point combines institutional expertise with a deeply personal approach, helping families preserve, grow, and transfer wealth across generations. Our team of 0 + Investment, Tax and Financial Planning Professionals is committed to simplifying complex financial lives and building lasting legacies.
We partner with families to ensure they have the peace of mind knowing their financial future is secure and aligned with their values.
Finance
Financial Services
America Home Key is a US-based mortgage lender specializing in providing competitive loan solutions for borrowers seeking new purchases or refinancing.
We offer a comprehensive range of mortgage products, including 15 and 30-year fixed-rate mortgages, adjustable-rate mortgages (ARMs), jumbo loans, and loans conforming to FHA, VA, and USDA Rural guidelines.
America Home Key distinguishes itself through its commitment to competitive rates and flexible terms, designed to meet the diverse needs of our clients. We also provide a valuable real estate referral program, connecting clients with trusted real estate representatives to streamline the home buying process. Our goal is to simplify the mortgage journey and deliver exceptional service to every borrower.
With a team of experienced professionals and a dedication to customer satisfaction, America Home Key is a trusted partner for achieving homeownership dreams.
We offer a comprehensive range of mortgage products, including 15 and 30-year fixed-rate mortgages, adjustable-rate mortgages (ARMs), jumbo loans, and loans conforming to FHA, VA, and USDA Rural guidelines.
America Home Key distinguishes itself through its commitment to competitive rates and flexible terms, designed to meet the diverse needs of our clients. We also provide a valuable real estate referral program, connecting clients with trusted real estate representatives to streamline the home buying process. Our goal is to simplify the mortgage journey and deliver exceptional service to every borrower.
With a team of experienced professionals and a dedication to customer satisfaction, America Home Key is a trusted partner for achieving homeownership dreams.
Finance
Financial Services
Benetech Inc is a leading Third Party Administrator (TPA) firm specializing in retirement plan design and administration, serving financial advisors and small to medium-sized businesses across the United States.
We provide comprehensive support for a wide range of retirement plans, including 401(k), profit sharing, defined benefit, and cash balance plans. Our team of experienced consultants works closely with CPAs, attorneys, and investment platforms to deliver high-quality, reliable administrative services.
Benetech’s independence and focus on plan design allows us to offer unbiased advice and tailored solutions, backed by deep actuarial expertise and a commitment to transparent service. Founded in 1974, Benetech has grown to eight regional offices, demonstrating our dedication to serving communities nationwide.
We provide comprehensive support for a wide range of retirement plans, including 401(k), profit sharing, defined benefit, and cash balance plans. Our team of experienced consultants works closely with CPAs, attorneys, and investment platforms to deliver high-quality, reliable administrative services.
Benetech’s independence and focus on plan design allows us to offer unbiased advice and tailored solutions, backed by deep actuarial expertise and a commitment to transparent service. Founded in 1974, Benetech has grown to eight regional offices, demonstrating our dedication to serving communities nationwide.
Finance
Financial Services
Integris Real Estate Investments is a leading real estate investment firm based in Irvine, California, specializing in transforming undervalued properties into high-value assets.
For over three decades, we’ve focused on acquiring and revitalizing underutilized real estate, creating significant appreciation and profitability for our investors. Our approach centers on identifying opportunities where others see challenges – distressed properties, neglected assets, and strategically located land.
We provide immediate, direct investment opportunities through our family of companies, including Asset Recovery Fund, Eastbridge Partners, and Shopoff Realty Investments. We are committed to delivering strong returns while upholding the highest standards of integrity. Our team leverages decades of experience to maximize value and build lasting partnerships. We operate within the broader real estate sector, focusing on strategic acquisitions and value-add strategies.
For over three decades, we’ve focused on acquiring and revitalizing underutilized real estate, creating significant appreciation and profitability for our investors. Our approach centers on identifying opportunities where others see challenges – distressed properties, neglected assets, and strategically located land.
We provide immediate, direct investment opportunities through our family of companies, including Asset Recovery Fund, Eastbridge Partners, and Shopoff Realty Investments. We are committed to delivering strong returns while upholding the highest standards of integrity. Our team leverages decades of experience to maximize value and build lasting partnerships. We operate within the broader real estate sector, focusing on strategic acquisitions and value-add strategies.
Finance
Financial Services
Mortgage One Group is a full-service direct lender providing exceptional mortgage solutions to homebuyers, real estate professionals, and builders across the United States. Headquartered in Plano, Texas, we specialize in competitive rates and a streamlined loan process, helping our clients achieve their homeownership dreams.
We understand that navigating the mortgage landscape can be complex. That’s why Mortgage One Group is committed to simplifying the journey, offering a comprehensive suite of loan products including purchasing, refinancing, and construction lending. Our experienced team of loan officers provides expert guidance and support every step of the way, ensuring a transparent and efficient experience.
Since our founding in 2011, Mortgage One Group has expanded to include 14 branches across Texas, California, Nevada, and Hawaii, demonstrating our commitment to serving a diverse range of clients. We pride ourselves on our ability to access a wide variety of mortgage sources, often providing more financing options than traditional lenders. NMLS#882728
We understand that navigating the mortgage landscape can be complex. That’s why Mortgage One Group is committed to simplifying the journey, offering a comprehensive suite of loan products including purchasing, refinancing, and construction lending. Our experienced team of loan officers provides expert guidance and support every step of the way, ensuring a transparent and efficient experience.
Since our founding in 2011, Mortgage One Group has expanded to include 14 branches across Texas, California, Nevada, and Hawaii, demonstrating our commitment to serving a diverse range of clients. We pride ourselves on our ability to access a wide variety of mortgage sources, often providing more financing options than traditional lenders. NMLS#882728
Finance
Financial Services
National Student Loan Program is a private, nonprofit student loan guaranty agency based in Lincoln, Nebraska, dedicated to providing comprehensive solutions for the higher education industry. For nearly 40 years, we’ve been a trusted partner within the financial aid community, initially focused on FFEL program guarantees.
Today, as NSLP, we’ve evolved to offer a range of services, including financial literacy programs, professional development training, and debt management solutions – all designed to support schools, borrowers, and lenders navigating the complexities of higher education.
With a legacy of supporting over 5,500 schools and positively impacting more than two million borrowers, we remain committed to inspiring action and providing valuable resources to the educational landscape. We are proud to continue our role as the predominant brand when servicing the FFEL program and educating borrowers on their rights and responsibilities.
Today, as NSLP, we’ve evolved to offer a range of services, including financial literacy programs, professional development training, and debt management solutions – all designed to support schools, borrowers, and lenders navigating the complexities of higher education.
With a legacy of supporting over 5,500 schools and positively impacting more than two million borrowers, we remain committed to inspiring action and providing valuable resources to the educational landscape. We are proud to continue our role as the predominant brand when servicing the FFEL program and educating borrowers on their rights and responsibilities.
Finance
Financial Services
USA PAY is a licensed payment acquirer and technology provider based in Orlando, Florida, serving businesses across the United States and internationally.
As a direct partner with major payment networks, USA PAY offers competitive pricing and innovative solutions, cutting out the traditional middleman and delivering significant savings to merchants. We specialize in providing tailored payment processing solutions, including mobile POS, online checkout, and advanced analytics, empowering businesses to thrive in today’s dynamic marketplace.
Founded in 1997, USA PAY has a long-standing commitment to exceptional customer service and technological advancement. We pride ourselves on building lasting relationships with our partners, offering a comprehensive suite of services designed to streamline payment acceptance and drive business growth. Payment Acquirer, Mobile POS, Online Checkout, Analytics, and Direct Network Agreements.
As a direct partner with major payment networks, USA PAY offers competitive pricing and innovative solutions, cutting out the traditional middleman and delivering significant savings to merchants. We specialize in providing tailored payment processing solutions, including mobile POS, online checkout, and advanced analytics, empowering businesses to thrive in today’s dynamic marketplace.
Founded in 1997, USA PAY has a long-standing commitment to exceptional customer service and technological advancement. We pride ourselves on building lasting relationships with our partners, offering a comprehensive suite of services designed to streamline payment acceptance and drive business growth. Payment Acquirer, Mobile POS, Online Checkout, Analytics, and Direct Network Agreements.
Finance
Financial Services
Rapid Recovery Agency, Inc is a leading repossession and asset recovery specialist based in Hollywood, Florida. We provide comprehensive maritime and aviation collateral recovery services to financial institutions and lending companies across the United States.
At Rapid Recovery Agency, Inc., we understand the critical importance of swift and secure asset recovery. Our team of experienced former law enforcement investigators and banking industry professionals utilizes state-of-the-art investigative technologies and equipment to efficiently locate and secure collateral vehicles, vessels, and aircraft.
We pride ourselves on our compassionate approach to debtors while delivering exceptional results. Our services encompass everything from skip tracing and repossession to secure storage and transportation of high-value assets, including vintage cars, heavy construction equipment, yachts, and aircraft – up to 130 feet in length and 165,000 lb haul out capacity. With multiple secure storage facilities and a full-service marina, Rapid Recovery Agency, Inc. offers a complete solution for your collateral recovery needs. Founded in 2007, we have grown to a team of 51-200 professionals.
At Rapid Recovery Agency, Inc., we understand the critical importance of swift and secure asset recovery. Our team of experienced former law enforcement investigators and banking industry professionals utilizes state-of-the-art investigative technologies and equipment to efficiently locate and secure collateral vehicles, vessels, and aircraft.
We pride ourselves on our compassionate approach to debtors while delivering exceptional results. Our services encompass everything from skip tracing and repossession to secure storage and transportation of high-value assets, including vintage cars, heavy construction equipment, yachts, and aircraft – up to 130 feet in length and 165,000 lb haul out capacity. With multiple secure storage facilities and a full-service marina, Rapid Recovery Agency, Inc. offers a complete solution for your collateral recovery needs. Founded in 2007, we have grown to a team of 51-200 professionals.
Finance
Financial Services
The Lending Partners is a Plano, Texas-based mortgage lending company specializing in providing a wide range of home financing options to credit-worthy customers.
We understand that finding the right mortgage can be a complex process, and we’re dedicated to simplifying it for our clients. At The Lending Partners, we offer conventional conforming, fixed rate and adjustable rate, FHA and VA loans, jumbo financing, investment property financing, refinancing and renovation loans.
What sets us apart is our commitment to exceptional customer service and a straightforward approach to lending. We prioritize building strong relationships with our clients and ensuring they receive the best possible financing solutions to achieve their homeownership goals.
Since 2005, we’ve helped thousands of people find the perfect domain name and have grown to become a trusted partner in the mortgage industry. We pride ourselves on our core principles: Customer Service, Employee Commitment, Respect, Integrity, Operational Excellence, and Financial Strength.
We understand that finding the right mortgage can be a complex process, and we’re dedicated to simplifying it for our clients. At The Lending Partners, we offer conventional conforming, fixed rate and adjustable rate, FHA and VA loans, jumbo financing, investment property financing, refinancing and renovation loans.
What sets us apart is our commitment to exceptional customer service and a straightforward approach to lending. We prioritize building strong relationships with our clients and ensuring they receive the best possible financing solutions to achieve their homeownership goals.
Since 2005, we’ve helped thousands of people find the perfect domain name and have grown to become a trusted partner in the mortgage industry. We pride ourselves on our core principles: Customer Service, Employee Commitment, Respect, Integrity, Operational Excellence, and Financial Strength.
Finance
Financial Services
CNL Securities is a leading investment solutions provider based in Orlando, Florida, serving the needs of financial professionals for over 45 years.
We specialize in delivering alternative investment solutions, connecting financial advisors with a diverse range of private equity opportunities and access to the broader investment landscape.
CNL Securities distinguishes itself through a long-standing commitment to building strong relationships within the broker-dealer and institutional investment communities, fostering a network of over 78,000 financial professionals. Our history of pioneering alternative investment structures, combined with a focus on delivering value to our clients, has established us as a trusted partner in the industry. Democratization of Investing® is our core mission.
We specialize in delivering alternative investment solutions, connecting financial advisors with a diverse range of private equity opportunities and access to the broader investment landscape.
CNL Securities distinguishes itself through a long-standing commitment to building strong relationships within the broker-dealer and institutional investment communities, fostering a network of over 78,000 financial professionals. Our history of pioneering alternative investment structures, combined with a focus on delivering value to our clients, has established us as a trusted partner in the industry. Democratization of Investing® is our core mission.
Finance
Financial Services
Trust Lending is a leading mortgage lender based in Miami, Florida, specializing in providing tailored loan solutions to real estate professionals, builders, and individual homebuyers.
We offer a comprehensive suite of mortgage products, including conventional, FHA, VA, and reverse mortgages, catering to diverse needs and financial situations.
Trust Lending distinguishes itself through its commitment to personalized service, local expertise, and a dedication to helping clients achieve their homeownership dreams. With over 20 years of experience, we’ve built a strong reputation for reliability and competitive rates.
Our team of experienced mortgage specialists is dedicated to guiding you through every step of the process, from application to closing, ensuring a smooth and stress-free experience.
We offer a comprehensive suite of mortgage products, including conventional, FHA, VA, and reverse mortgages, catering to diverse needs and financial situations.
Trust Lending distinguishes itself through its commitment to personalized service, local expertise, and a dedication to helping clients achieve their homeownership dreams. With over 20 years of experience, we’ve built a strong reputation for reliability and competitive rates.
Our team of experienced mortgage specialists is dedicated to guiding you through every step of the process, from application to closing, ensuring a smooth and stress-free experience.
Finance
Financial Services
Kinective is a leading provider of Intelligent Banking solutions, headquartered in Orlando, Florida. We empower financial institutions – banks and credit unions – to thrive in today’s rapidly evolving landscape.
Kinective’s platform modernizes operations, connects enterprise systems, and aggregates data into a unified foundation, enabling more personalized consumer experiences and greater operational efficiencies. We’ve built a unique company for a unique time, combining decades of experience in financial software with a commitment to innovation.
Founded in 2023, Kinective emerged from strategic acquisitions, uniting leaders in branch operations, document workflow, enterprise connectivity, data intelligence, and fraud prevention. Today, nearly one in every two financial institutions nationwide trusts Kinective to deliver the intelligence needed to compete, grow, and better serve their communities. Our leadership team, led by CEO Stephen Baker and CFO Bryce Chicoyne, brings decades of experience in building and scaling successful technology companies.
Kinective’s platform modernizes operations, connects enterprise systems, and aggregates data into a unified foundation, enabling more personalized consumer experiences and greater operational efficiencies. We’ve built a unique company for a unique time, combining decades of experience in financial software with a commitment to innovation.
Founded in 2023, Kinective emerged from strategic acquisitions, uniting leaders in branch operations, document workflow, enterprise connectivity, data intelligence, and fraud prevention. Today, nearly one in every two financial institutions nationwide trusts Kinective to deliver the intelligence needed to compete, grow, and better serve their communities. Our leadership team, led by CEO Stephen Baker and CFO Bryce Chicoyne, brings decades of experience in building and scaling successful technology companies.
Finance
Financial Services
Wealth Strategy Partners is a Honolulu, Hawaii-based wealth management firm specializing in comprehensive financial planning for high-net-worth individuals and families.
We focus on building lasting wealth by providing tailored strategies for retirement, investments, estate planning, and insurance. Our approach centers on understanding each client’s unique vision and goals, creating a personalized roadmap to achieve their financial aspirations.
What sets us apart is our commitment to a process-driven approach, prioritizing client experience and fostering long-term relationships built on trust and transparency. We leverage a robust financial product platform to enhance our clients’ goals, offering macro-management, informed financial education, and experienced asset servicing solutions.
As a recipient of numerous awards recognizing us as a great place to work, we pride ourselves on our dedicated team and positive culture. We are a recipient of Fortune’s #1 Company to Work For.
We focus on building lasting wealth by providing tailored strategies for retirement, investments, estate planning, and insurance. Our approach centers on understanding each client’s unique vision and goals, creating a personalized roadmap to achieve their financial aspirations.
What sets us apart is our commitment to a process-driven approach, prioritizing client experience and fostering long-term relationships built on trust and transparency. We leverage a robust financial product platform to enhance our clients’ goals, offering macro-management, informed financial education, and experienced asset servicing solutions.
As a recipient of numerous awards recognizing us as a great place to work, we pride ourselves on our dedicated team and positive culture. We are a recipient of Fortune’s #1 Company to Work For.
Finance
Financial Services
Synergy Wealth Alliance is a trusted financial services firm based in Altamonte Springs, Florida, dedicated to providing comprehensive wealth management solutions to individuals and families.
We specialize in helping clients navigate all stages of their financial lives, from early career planning to retirement and estate management. Our core mission is to build lasting relationships based on trust and understanding, ensuring our clients’ long-term financial goals are met.
What sets Synergy Wealth Alliance apart is our personalized approach, combining the resources of a large firm with the attentive care of a boutique advisory. We offer a full suite of services, including retirement planning, investment management, estate planning, and insurance strategies, all tailored to each client’s unique needs and aspirations.
Founded in 2008, we’ve grown to serve clients across Central Florida, with offices in Altamonte Springs, The Villages, Ocala, Melbourne, Orange City, Ponte Vedra Beach, and St. Petersburg. We currently manage over $2 billion in assets under management, demonstrating our commitment to delivering exceptional results for our clients.
We specialize in helping clients navigate all stages of their financial lives, from early career planning to retirement and estate management. Our core mission is to build lasting relationships based on trust and understanding, ensuring our clients’ long-term financial goals are met.
What sets Synergy Wealth Alliance apart is our personalized approach, combining the resources of a large firm with the attentive care of a boutique advisory. We offer a full suite of services, including retirement planning, investment management, estate planning, and insurance strategies, all tailored to each client’s unique needs and aspirations.
Founded in 2008, we’ve grown to serve clients across Central Florida, with offices in Altamonte Springs, The Villages, Ocala, Melbourne, Orange City, Ponte Vedra Beach, and St. Petersburg. We currently manage over $2 billion in assets under management, demonstrating our commitment to delivering exceptional results for our clients.
Finance
Financial Services
Black² Financial Group is a New York City-based financial services company specializing in life insurance, mortgage protection, final expense coverage, investments, and business funding.
At Black², we shift mindsets, helping individuals and businesses break financial ceilings and transform debt into leverage. We combine proven expertise with innovative strategies to turn income into long-term wealth and build strategies that last generations.
Our philosophy, ‘Exist Without Limits,’ is rooted in the belief that financial freedom isn’t a dream – it’s a decision backed by the right solutions. We stand for empowerment, education, and elevation, teaching the streets, boardrooms, and households alike how to invest, protect, and prosper.
Founded in 2013, Black² provides a comprehensive ecosystem of financial services, including Business Credit Solutions and Business Funding, designed to fuel your vision with capital that scales. We’re not just a name; it’s a philosophy. Transcend Limits: We believe in pushing boundaries and challenging the status quo. Above Common Knowledge: We strive to go above and beyond common knowledge, continuously learning and staying ahead in the complex world of finance.
At Black², we shift mindsets, helping individuals and businesses break financial ceilings and transform debt into leverage. We combine proven expertise with innovative strategies to turn income into long-term wealth and build strategies that last generations.
Our philosophy, ‘Exist Without Limits,’ is rooted in the belief that financial freedom isn’t a dream – it’s a decision backed by the right solutions. We stand for empowerment, education, and elevation, teaching the streets, boardrooms, and households alike how to invest, protect, and prosper.
Founded in 2013, Black² provides a comprehensive ecosystem of financial services, including Business Credit Solutions and Business Funding, designed to fuel your vision with capital that scales. We’re not just a name; it’s a philosophy. Transcend Limits: We believe in pushing boundaries and challenging the status quo. Above Common Knowledge: We strive to go above and beyond common knowledge, continuously learning and staying ahead in the complex world of finance.
Finance
Financial Services
Nelnet Payment Services is a leading payment processor based in Lincoln, Nebraska, specializing in secure and reliable payment processing solutions for businesses.
We provide a comprehensive suite of services designed to streamline your payment operations, including credit card processing, ACH payments, and mobile payments. Our platform is built to support businesses of all sizes, from startups to established enterprises, offering a flexible and scalable solution to meet your evolving needs.
Nelnet Payment Services focuses on delivering exceptional customer support and competitive rates, making us a trusted partner for businesses seeking a robust and dependable payment gateway. We cater to a wide range of industries, including e-commerce, retail, and hospitality, ensuring seamless transactions and enhanced customer experiences. Nelnet Payment Services was founded in 2012 and currently employs 66 people.
We provide a comprehensive suite of services designed to streamline your payment operations, including credit card processing, ACH payments, and mobile payments. Our platform is built to support businesses of all sizes, from startups to established enterprises, offering a flexible and scalable solution to meet your evolving needs.
Nelnet Payment Services focuses on delivering exceptional customer support and competitive rates, making us a trusted partner for businesses seeking a robust and dependable payment gateway. We cater to a wide range of industries, including e-commerce, retail, and hospitality, ensuring seamless transactions and enhanced customer experiences. Nelnet Payment Services was founded in 2012 and currently employs 66 people.
Finance
Financial Services
Priority One Financial Services is a leading provider of flexible finance and insurance solutions for RV, boat, trailer, and equipment dealerships across the United States. Based in St Petersburg, Florida, we empower dealers to streamline the financing and insurance process, boosting sales and customer satisfaction.
Since our founding in 1987, Priority One has been at the forefront of the F&I industry, initially pioneering retail financing for recreational vehicles. Today, we offer a comprehensive suite of services, including recreational financing, equipment financing, and Veritas insurance, all backed by cutting-edge technology and a dedicated team of over 80 professionals.
As a division of Forest River, a Berkshire Hathaway company, we leverage a rich history of innovation and a commitment to exceptional service. We’re dedicated to helping dealerships convert browsing customers into buyers and maximize their profitability. Our commitment to dealers and customers is unwavering.
Since our founding in 1987, Priority One has been at the forefront of the F&I industry, initially pioneering retail financing for recreational vehicles. Today, we offer a comprehensive suite of services, including recreational financing, equipment financing, and Veritas insurance, all backed by cutting-edge technology and a dedicated team of over 80 professionals.
As a division of Forest River, a Berkshire Hathaway company, we leverage a rich history of innovation and a commitment to exceptional service. We’re dedicated to helping dealerships convert browsing customers into buyers and maximize their profitability. Our commitment to dealers and customers is unwavering.
Finance
Financial Services
N2 Funding is a leading mission loan provider based in Irvine, California, specializing in financing for mortgage brokers.
We empower independent mortgage brokers across the United States with access to capital, enabling them to grow their businesses and serve more clients. N2 Funding provides flexible and efficient funding solutions, streamlining the loan process and accelerating broker success.
Our brokerage loan platform offers a streamlined application process, competitive rates, and dedicated support, making us a trusted partner for mortgage professionals. We are committed to building strong relationships with our brokers and providing them with the resources they need to thrive in a dynamic market.
Founded in 2019, N2 Funding has quickly established itself as a key player in the mission loan industry, supporting over 500 brokers and facilitating over $2 billion in loan volume. We are an NMLS ID # 210853 company.
We empower independent mortgage brokers across the United States with access to capital, enabling them to grow their businesses and serve more clients. N2 Funding provides flexible and efficient funding solutions, streamlining the loan process and accelerating broker success.
Our brokerage loan platform offers a streamlined application process, competitive rates, and dedicated support, making us a trusted partner for mortgage professionals. We are committed to building strong relationships with our brokers and providing them with the resources they need to thrive in a dynamic market.
Founded in 2019, N2 Funding has quickly established itself as a key player in the mission loan industry, supporting over 500 brokers and facilitating over $2 billion in loan volume. We are an NMLS ID # 210853 company.
Finance
Financial Services
Rescue One Financial is a debt relief partner based in Irvine, California, dedicated to helping individuals overcome debt and achieve financial peace of mind.
We specialize in providing tailored debt relief programs for a wide range of unsecured debts, including credit cards, personal loans, medical bills, and collections. Our mission is to empower clients to regain control of their finances and build a more secure future.
What sets Rescue One Financial apart is our long-standing commitment to our clients, built on over a decade of experience in the financial services industry. We work with a network of trusted partners, including the Freedom Financial Network, to offer comprehensive solutions and expert guidance. We are committed to transparency and providing fully informed options to our clients.
With Rescue One Financial, you can expect a personalized approach, dedicated support, and a clear path towards debt resolution. Let us help you start living a debt-free life.
We specialize in providing tailored debt relief programs for a wide range of unsecured debts, including credit cards, personal loans, medical bills, and collections. Our mission is to empower clients to regain control of their finances and build a more secure future.
What sets Rescue One Financial apart is our long-standing commitment to our clients, built on over a decade of experience in the financial services industry. We work with a network of trusted partners, including the Freedom Financial Network, to offer comprehensive solutions and expert guidance. We are committed to transparency and providing fully informed options to our clients.
With Rescue One Financial, you can expect a personalized approach, dedicated support, and a clear path towards debt resolution. Let us help you start living a debt-free life.
Finance
Financial Services
BPtax is a global advisory firm based in São Paulo, Brazil, specializing in international tax planning and wealth management.
We provide comprehensive solutions for individuals and businesses navigating complex international financial landscapes. Our expertise encompasses estate planning, succession, fiduciary services, international accounting, and compliance, ensuring optimal tax efficiency and regulatory adherence across multiple jurisdictions.
Founded in 2016, BPtax has grown to operate across seven countries with eight offices, serving over 11,000 clients worldwide. We are trusted by leading financial institutions and law firms, offering a seamless and transparent approach to global wealth management. We show you the way.
We provide comprehensive solutions for individuals and businesses navigating complex international financial landscapes. Our expertise encompasses estate planning, succession, fiduciary services, international accounting, and compliance, ensuring optimal tax efficiency and regulatory adherence across multiple jurisdictions.
Founded in 2016, BPtax has grown to operate across seven countries with eight offices, serving over 11,000 clients worldwide. We are trusted by leading financial institutions and law firms, offering a seamless and transparent approach to global wealth management. We show you the way.
Finance
Financial Services
Farmers DFW is a leading Texas-based insurance agency ownership opportunity provider, dedicated to empowering entrepreneurs to build thriving small businesses.
We support individuals seeking financial independence and professional fulfillment by offering a proven business model and comprehensive support system. Farmers DFW helps aspiring agency owners launch and grow successful insurance agencies, providing the resources and guidance needed to succeed.
Our approach centers on providing a clear path to ownership, coupled with ongoing coaching and a strong national brand. We’re committed to fostering a community of successful agency owners, driving growth and achieving shared success.
Established in 1928, Farmers DFW has a long history of supporting entrepreneurial dreams and delivering exceptional results. We are a trusted partner for those seeking a rewarding career and a fulfilling business venture.
We support individuals seeking financial independence and professional fulfillment by offering a proven business model and comprehensive support system. Farmers DFW helps aspiring agency owners launch and grow successful insurance agencies, providing the resources and guidance needed to succeed.
Our approach centers on providing a clear path to ownership, coupled with ongoing coaching and a strong national brand. We’re committed to fostering a community of successful agency owners, driving growth and achieving shared success.
Established in 1928, Farmers DFW has a long history of supporting entrepreneurial dreams and delivering exceptional results. We are a trusted partner for those seeking a rewarding career and a fulfilling business venture.
Finance
Financial Services
PayCEC is a global payment gateway headquartered in Irvine, California, providing secure and reliable online payment solutions for e-commerce businesses.
We empower businesses of all sizes to accept payments globally, including cryptocurrency, Visa, Mastercard, and American Express, enabling them to reach customers worldwide. Our platform streamlines the payment process, offering features like a custom payment page, account management tools, and real-time risk management.
PayCEC distinguishes itself through its rapid onboarding process – getting businesses live within 24 hours – and its commitment to providing 24/7 support. We’re dedicated to building a secure and efficient payments ecosystem for the modern digital economy.
We empower businesses of all sizes to accept payments globally, including cryptocurrency, Visa, Mastercard, and American Express, enabling them to reach customers worldwide. Our platform streamlines the payment process, offering features like a custom payment page, account management tools, and real-time risk management.
PayCEC distinguishes itself through its rapid onboarding process – getting businesses live within 24 hours – and its commitment to providing 24/7 support. We’re dedicated to building a secure and efficient payments ecosystem for the modern digital economy.
Finance
Financial Services
NFP Executive Benefits is a global leader in providing comprehensive executive benefits solutions to organizations across the United States, UK, and Ireland.
We specialize in designing, implementing, and administering tailored executive benefit programs that address the unique needs of high-value executives, fostering long-term financial stability and driving employee retention. Our services encompass a wide range of offerings, including Bank-Owned Life Insurance, Corporate-Owned Life Insurance, Deferred Compensation, and Executive Disability plans.
What sets NFP Executive Benefits apart is our commitment to proactive collaboration, diverse perspectives, and a grounded ambition to deliver exceptional value to our clients and their top talent. We’re an integral part of NFP, an Aon company, and we pride ourselves on our global capabilities and solutions, putting people first and prioritizing partnerships to solve complex challenges and continuously advance a culture of excellence.
We specialize in designing, implementing, and administering tailored executive benefit programs that address the unique needs of high-value executives, fostering long-term financial stability and driving employee retention. Our services encompass a wide range of offerings, including Bank-Owned Life Insurance, Corporate-Owned Life Insurance, Deferred Compensation, and Executive Disability plans.
What sets NFP Executive Benefits apart is our commitment to proactive collaboration, diverse perspectives, and a grounded ambition to deliver exceptional value to our clients and their top talent. We’re an integral part of NFP, an Aon company, and we pride ourselves on our global capabilities and solutions, putting people first and prioritizing partnerships to solve complex challenges and continuously advance a culture of excellence.
Finance
Financial Services
Residential Mortgage is a leading mortgage lender and home loan expert based in Anchorage, Alaska, dedicated to helping families across the United States achieve their homeownership dreams.
We specialize in providing a comprehensive range of mortgage solutions, including purchase loans, refinancing options, and cash-out refinance programs, catering to a diverse clientele across 28 states.
What sets Residential Mortgage apart is our commitment to personalized service and building lasting relationships with our clients. We blend decades of experience with a genuine dedication to customer service, ensuring a seamless and confident lending journey. Furthermore, we are proud to be recognized as one of the Best Mortgage Companies to Work For, reflecting our strong team culture and dedication to excellence.
As a wholly owned subsidiary of Northrim Bank, we leverage a robust foundation and a commitment to stability while delivering innovative mortgage solutions. We proudly serve veterans and military families, honoring their service with specialized support and expertise.
We specialize in providing a comprehensive range of mortgage solutions, including purchase loans, refinancing options, and cash-out refinance programs, catering to a diverse clientele across 28 states.
What sets Residential Mortgage apart is our commitment to personalized service and building lasting relationships with our clients. We blend decades of experience with a genuine dedication to customer service, ensuring a seamless and confident lending journey. Furthermore, we are proud to be recognized as one of the Best Mortgage Companies to Work For, reflecting our strong team culture and dedication to excellence.
As a wholly owned subsidiary of Northrim Bank, we leverage a robust foundation and a commitment to stability while delivering innovative mortgage solutions. We proudly serve veterans and military families, honoring their service with specialized support and expertise.
Finance
Financial Services
First Bank Home Loans is a trusted mortgage lender serving communities across Texas, including Wichita Falls, Burkburnett, Plano, McKinney, Aledo, and Frisco.
For over a century, First Bank has been dedicated to helping Texans achieve their homeownership dreams. We specialize in providing competitive financing solutions for both first-time homebuyers and experienced investors.
What sets First Bank apart is our commitment to personalized service and local expertise. Our experienced loan officers work closely with each client to understand their unique needs and goals, guiding them through every step of the mortgage process with transparency and integrity. We’re proud to be a pillar of the communities we serve, consistently recognized for our exceptional customer service and ethical lending practices.
As a member FDIC and Equal Housing Lender, First Bank Home Loans offers a wide range of mortgage products, including purchase loans, refinance options, and jumbo loans. We’re invested in your future and committed to making your homeownership journey a success.
For over a century, First Bank has been dedicated to helping Texans achieve their homeownership dreams. We specialize in providing competitive financing solutions for both first-time homebuyers and experienced investors.
What sets First Bank apart is our commitment to personalized service and local expertise. Our experienced loan officers work closely with each client to understand their unique needs and goals, guiding them through every step of the mortgage process with transparency and integrity. We’re proud to be a pillar of the communities we serve, consistently recognized for our exceptional customer service and ethical lending practices.
As a member FDIC and Equal Housing Lender, First Bank Home Loans offers a wide range of mortgage products, including purchase loans, refinance options, and jumbo loans. We’re invested in your future and committed to making your homeownership journey a success.
Finance
Financial Services
Challenge Financial is a family-owned auto finance company based in Orange, California, providing lending solutions to dealerships and customers throughout the Southwest.
Since 1994, we’ve been dedicated to building lasting relationships with our dealers and customers, offering a straightforward and supportive approach to auto financing. We understand that life throws curveballs, and we’re committed to helping individuals and businesses navigate financial challenges with flexibility and understanding.
At Challenge Financial, we pride ourselves on our integrity, teamwork, and accountability. We believe in providing exceptional customer service and fostering a culture of loyalty, ensuring a rewarding experience for everyone involved. We are a NMLS Consumer Access ID: 2165762 company.
Since 1994, we’ve been dedicated to building lasting relationships with our dealers and customers, offering a straightforward and supportive approach to auto financing. We understand that life throws curveballs, and we’re committed to helping individuals and businesses navigate financial challenges with flexibility and understanding.
At Challenge Financial, we pride ourselves on our integrity, teamwork, and accountability. We believe in providing exceptional customer service and fostering a culture of loyalty, ensuring a rewarding experience for everyone involved. We are a NMLS Consumer Access ID: 2165762 company.
Finance
Financial Services
Centra Funding is a leading equipment financing provider based in Plano, Texas, dedicated to delivering fast and simple financing solutions for small businesses.
For over 40 years, Centra Funding has been committed to helping businesses acquire the essential equipment they need to grow, offering a streamlined process that gets you approved and funded in minutes. We specialize in providing flexible financing options, from $5,000 to $100,000 or more, and even up to $100,000+, empowering businesses across diverse sectors.
What sets Centra Funding apart is our direct-lending model, utilizing our own funds to ensure rapid approvals and electronic document signing, all accessible through a secure online portal. Our executive team, boasting decades of experience in private equity, investment banking, and the leasing industry, guides customers to the right financing solutions. We are proud to offer same-day funding and a truly all-electronic signing process, revolutionizing the equipment financing experience.
For over 40 years, Centra Funding has been committed to helping businesses acquire the essential equipment they need to grow, offering a streamlined process that gets you approved and funded in minutes. We specialize in providing flexible financing options, from $5,000 to $100,000 or more, and even up to $100,000+, empowering businesses across diverse sectors.
What sets Centra Funding apart is our direct-lending model, utilizing our own funds to ensure rapid approvals and electronic document signing, all accessible through a secure online portal. Our executive team, boasting decades of experience in private equity, investment banking, and the leasing industry, guides customers to the right financing solutions. We are proud to offer same-day funding and a truly all-electronic signing process, revolutionizing the equipment financing experience.
Finance
Financial Services
SympleTax is a leading US-based tax resolution firm specializing in IRS tax debt relief, located in Irvine, California.
We help individuals and families facing IRS notices, tax balances, and collection issues navigate the complexities of the tax system with confidence. Our team of licensed professionals provides expert guidance and strategic solutions to reduce tax debt and achieve lasting financial peace of mind.
SympleTax focuses on federal and state tax liabilities, offering services such as IRS negotiation, payment plan establishment, and settlement arrangements. We are dedicated to delivering transparent and personalized support, empowering our clients to move forward with clarity and control.
Founded in 2025, SympleTax has quickly grown to serve thousands of clients, demonstrating our commitment to providing effective and compassionate tax resolution services.
We help individuals and families facing IRS notices, tax balances, and collection issues navigate the complexities of the tax system with confidence. Our team of licensed professionals provides expert guidance and strategic solutions to reduce tax debt and achieve lasting financial peace of mind.
SympleTax focuses on federal and state tax liabilities, offering services such as IRS negotiation, payment plan establishment, and settlement arrangements. We are dedicated to delivering transparent and personalized support, empowering our clients to move forward with clarity and control.
Founded in 2025, SympleTax has quickly grown to serve thousands of clients, demonstrating our commitment to providing effective and compassionate tax resolution services.
Finance
Financial Services
Wintrust Specialty Finance is a leading commercial finance business based in Irvine, California, specializing in equipment leasing and finance solutions for a diverse range of industries.
We support vendors and lenders across the United States by providing tailored net loss programs, portfolio purchases, and warehouse lines of credit. Our team, comprised of experienced finance professionals, understands the unique challenges of specialty sectors and offers flexible financing options designed to match your specific market needs.
Wintrust Specialty Finance operates as a division of Beverly Bank & Trust Company, N.A., a Wintrust Community Bank, and we’re committed to building strong relationships and supporting your business growth. We prioritize responsiveness, reliability, and a deep understanding of our clients’ operations.
We’re an industry leader in small ticket leasing portfolio purchases, leveraging operational technology to ensure efficient processing and streamlined service.
We support vendors and lenders across the United States by providing tailored net loss programs, portfolio purchases, and warehouse lines of credit. Our team, comprised of experienced finance professionals, understands the unique challenges of specialty sectors and offers flexible financing options designed to match your specific market needs.
Wintrust Specialty Finance operates as a division of Beverly Bank & Trust Company, N.A., a Wintrust Community Bank, and we’re committed to building strong relationships and supporting your business growth. We prioritize responsiveness, reliability, and a deep understanding of our clients’ operations.
We’re an industry leader in small ticket leasing portfolio purchases, leveraging operational technology to ensure efficient processing and streamlined service.
Finance
Financial Services
Trusted Mortgage Capital is a leading mortgage lender based in Irvine, California, specializing in providing tailored financing solutions for real estate investors and borrowers.
We focus on delivering a streamlined and transparent lending experience, offering a wide range of loan products including jumbo loans, non-QM loans, Airbnb loans, and conventional home loans. Our dedicated loan officers work closely with clients to understand their unique needs and secure competitive financing terms.
Trusted Mortgage Capital is committed to simplifying the mortgage process and providing exceptional service to our borrowers. We pride ourselves on our lean and efficient operations, allowing us to offer attractive payment terms and a hassle-free experience. NMLS #2411952
We focus on delivering a streamlined and transparent lending experience, offering a wide range of loan products including jumbo loans, non-QM loans, Airbnb loans, and conventional home loans. Our dedicated loan officers work closely with clients to understand their unique needs and secure competitive financing terms.
Trusted Mortgage Capital is committed to simplifying the mortgage process and providing exceptional service to our borrowers. We pride ourselves on our lean and efficient operations, allowing us to offer attractive payment terms and a hassle-free experience. NMLS #2411952
Finance
Financial Services
Swipeport is a US-based payment processing provider specializing in merchant services and payment systems, headquartered in Irvine, California.
We serve a diverse range of businesses, from retail and restaurants to e-commerce and integrated solutions providers, offering a comprehensive suite of credit and debit card processing solutions. Swipeport helps businesses streamline their payment acceptance, eliminate processing fees, and manage transactions efficiently.
What distinguishes Swipeport is our commitment to personalized, hands-on support and a boutique approach, combining cutting-edge technology with a dedicated team of payment professionals. We prioritize building strong relationships with our clients, ensuring a seamless and tailored payment experience. Our unique bank network enables a global footprint of payment services and systems with no limitations.
We serve a diverse range of businesses, from retail and restaurants to e-commerce and integrated solutions providers, offering a comprehensive suite of credit and debit card processing solutions. Swipeport helps businesses streamline their payment acceptance, eliminate processing fees, and manage transactions efficiently.
What distinguishes Swipeport is our commitment to personalized, hands-on support and a boutique approach, combining cutting-edge technology with a dedicated team of payment professionals. We prioritize building strong relationships with our clients, ensuring a seamless and tailored payment experience. Our unique bank network enables a global footprint of payment services and systems with no limitations.
Finance
Financial Services
Great Western Home Loans is a family-owned mortgage lender based in Plano, Texas, specializing in helping Texans achieve their homeownership dreams.
For over 40 years, we’ve built a reputation for exceptional service and personalized attention, guiding clients through every step of the mortgage process – from initial consultation to closing. Our team of experienced loan officers is dedicated to understanding your unique financial situation and crafting tailored solutions to fit your needs.
At Great Western Home Loans, we pride ourselves on our commitment to transparency, integrity, and building lasting relationships with our clients. We’re more than just a lender; we’re a trusted partner in your journey to homeownership.Texas, US
For over 40 years, we’ve built a reputation for exceptional service and personalized attention, guiding clients through every step of the mortgage process – from initial consultation to closing. Our team of experienced loan officers is dedicated to understanding your unique financial situation and crafting tailored solutions to fit your needs.
At Great Western Home Loans, we pride ourselves on our commitment to transparency, integrity, and building lasting relationships with our clients. We’re more than just a lender; we’re a trusted partner in your journey to homeownership.Texas, US
Finance
Financial Services
Resolution Processing is a California-based partnership providing comprehensive support services specifically for law firms.
We specialize in ensuring seamless operations for law firms with extensive client bases, focusing on protecting clients from unfair or abusive collection tactics as mandated by the Fair Debt Collection Practices Act (FDCPA).
Our team works alongside attorneys to validate debt collection practices and provide support, ensuring creditors adhere to legal regulations. We don’t settle, consolidate, or provide credit counseling, but we help ensure debts are valid and legally collectable.
Thousands of individuals have regained their financial freedom through our program, demonstrating our proven track record and compassionate approach. We do not guarantee debt resolution amounts or timelines. Please note that all calls may be recorded for quality assurance. We do not accept customers from Georgia, North Dakota, or Idaho. © Resolution Processing, LLC.
We specialize in ensuring seamless operations for law firms with extensive client bases, focusing on protecting clients from unfair or abusive collection tactics as mandated by the Fair Debt Collection Practices Act (FDCPA).
Our team works alongside attorneys to validate debt collection practices and provide support, ensuring creditors adhere to legal regulations. We don’t settle, consolidate, or provide credit counseling, but we help ensure debts are valid and legally collectable.
Thousands of individuals have regained their financial freedom through our program, demonstrating our proven track record and compassionate approach. We do not guarantee debt resolution amounts or timelines. Please note that all calls may be recorded for quality assurance. We do not accept customers from Georgia, North Dakota, or Idaho. © Resolution Processing, LLC.
Finance
Financial Services
Payroll Vault Franchising is a leading payroll franchise provider based in Littleton, Colorado, dedicated to simplifying workforce management for small businesses across the United States.
We empower entrepreneurs to confidently manage payroll, tax compliance, and HR processes, freeing them to focus on growing their businesses. Our comprehensive franchise model offers a complete, turn-key solution, combining cutting-edge technology with dedicated corporate support.
Payroll Vault Franchising provides a streamlined and reliable way for businesses to stay compliant and efficient, reducing administrative burdens and minimizing risk. We’re committed to providing exceptional service and fostering the success of our franchise partners.
Since 2012, we’ve expanded our reach nationwide, supporting thousands of small businesses with our robust and user-friendly platform.
We empower entrepreneurs to confidently manage payroll, tax compliance, and HR processes, freeing them to focus on growing their businesses. Our comprehensive franchise model offers a complete, turn-key solution, combining cutting-edge technology with dedicated corporate support.
Payroll Vault Franchising provides a streamlined and reliable way for businesses to stay compliant and efficient, reducing administrative burdens and minimizing risk. We’re committed to providing exceptional service and fostering the success of our franchise partners.
Since 2012, we’ve expanded our reach nationwide, supporting thousands of small businesses with our robust and user-friendly platform.
Finance
Financial Services
Pinnacle Mortgage Group is a leading mortgage lender specializing in residential lending solutions for borrowers across Colorado and Southern California.
We provide a comprehensive suite of mortgage products, including conventional, jumbo, FHA, and VA loans, designed to meet the diverse needs of homebuyers and real estate investors.
As part of the Lennar Family of companies, we leverage a strong financial foundation and a commitment to exceptional customer service to guide clients through every step of the mortgage process. Our experienced team focuses on delivering personalized financing options and building long-term relationships.
Founded in 1995, Pinnacle Mortgage Group, Inc. has a proven track record of success and a dedication to helping families achieve their homeownership dreams. We are committed to providing transparent and efficient lending services.
We provide a comprehensive suite of mortgage products, including conventional, jumbo, FHA, and VA loans, designed to meet the diverse needs of homebuyers and real estate investors.
As part of the Lennar Family of companies, we leverage a strong financial foundation and a commitment to exceptional customer service to guide clients through every step of the mortgage process. Our experienced team focuses on delivering personalized financing options and building long-term relationships.
Founded in 1995, Pinnacle Mortgage Group, Inc. has a proven track record of success and a dedication to helping families achieve their homeownership dreams. We are committed to providing transparent and efficient lending services.
Finance
Financial Services
Garden Savings Federal Credit Union is a not-for-profit financial cooperative based in Parsippany, New Jersey, providing a trusted banking experience to over 30,000 members.
We serve individuals and organizations across New Jersey, offering a comprehensive suite of financial products and services designed to meet their diverse needs. From auto loans and mortgages to business banking and investment solutions, we’re dedicated to helping our members achieve their financial goals.
What sets Garden Savings apart is our commitment to our members – a core principle established in 1968 and continuing today. We pride ourselves on being an Equal Housing Lender and a leader in the credit union industry, offering competitive rates, personalized service, and a strong community focus.
Founded in 1968, Garden Savings has grown to become the 8th largest credit union in New Jersey, operating through branches in Dover, Newark, South Orange, and Parsippany. We’re federally insured by the NCUA and backed by ESI, ensuring the security of your deposits.
We offer a wide range of services including online banking, mobile check deposit, and access to a nationwide network of shared branches, making it easy to manage your finances wherever you are.
We serve individuals and organizations across New Jersey, offering a comprehensive suite of financial products and services designed to meet their diverse needs. From auto loans and mortgages to business banking and investment solutions, we’re dedicated to helping our members achieve their financial goals.
What sets Garden Savings apart is our commitment to our members – a core principle established in 1968 and continuing today. We pride ourselves on being an Equal Housing Lender and a leader in the credit union industry, offering competitive rates, personalized service, and a strong community focus.
Founded in 1968, Garden Savings has grown to become the 8th largest credit union in New Jersey, operating through branches in Dover, Newark, South Orange, and Parsippany. We’re federally insured by the NCUA and backed by ESI, ensuring the security of your deposits.
We offer a wide range of services including online banking, mobile check deposit, and access to a nationwide network of shared branches, making it easy to manage your finances wherever you are.
Finance
Financial Services
SureTec is a Houston, Texas-based surety powerhouse specializing in contract, commercial, and court bonds for businesses across the United States and internationally.
SureTec provides surety solutions to a diverse range of clients, including contractors, subcontractors, and businesses involved in legal proceedings. We understand the unique challenges faced by our partners and are dedicated to delivering exceptional service and financial security.
What distinguishes SureTec is our commitment to building long-term relationships, underpinned by a collaborative approach and a deep understanding of our clients’ needs. We offer a comprehensive suite of surety products and services, backed by a strong financial foundation and a team of experienced professionals. Our A.M. Best rating of (Excellent) A further demonstrates our stability and reliability. We are a Fortune 500 company with treasury limits exceeding $200 million, providing peace of mind to our clients and agents.
SureTec provides surety solutions to a diverse range of clients, including contractors, subcontractors, and businesses involved in legal proceedings. We understand the unique challenges faced by our partners and are dedicated to delivering exceptional service and financial security.
What distinguishes SureTec is our commitment to building long-term relationships, underpinned by a collaborative approach and a deep understanding of our clients’ needs. We offer a comprehensive suite of surety products and services, backed by a strong financial foundation and a team of experienced professionals. Our A.M. Best rating of (Excellent) A further demonstrates our stability and reliability. We are a Fortune 500 company with treasury limits exceeding $200 million, providing peace of mind to our clients and agents.
Finance
Financial Services
Decision Ready Solutions is a leading technology and services provider specializing in Risk Management and Compliance for the mortgage industry, based in Irvine, California.
We support large banks and GSEs with a comprehensive suite of solutions, including claims processing (FHA, VA, USDA, Fannie Mae, and MI Claims), valuation services (BPOs and Automated Valuations), and outsourced default servicing.
Decision Ready distinguishes itself through its technology-driven approach, combining deep domain expertise with robust, scalable platforms to streamline processes, enhance efficiency, and ensure regulatory compliance. Founded in 2010, we’ve rapidly grown to support over 20,000 vendors across 72 countries, delivering transformative solutions to the mortgage sector.
We support large banks and GSEs with a comprehensive suite of solutions, including claims processing (FHA, VA, USDA, Fannie Mae, and MI Claims), valuation services (BPOs and Automated Valuations), and outsourced default servicing.
Decision Ready distinguishes itself through its technology-driven approach, combining deep domain expertise with robust, scalable platforms to streamline processes, enhance efficiency, and ensure regulatory compliance. Founded in 2010, we’ve rapidly grown to support over 20,000 vendors across 72 countries, delivering transformative solutions to the mortgage sector.
Finance
Financial Services
SPBD Microfinance Network is a US-based microfinance network providing financial services and training to women entrepreneurs across the South Pacific.
SPBD operates a network of microfinance institutions in Samoa, Tonga, Fiji, the Solomon Islands, and Vanuatu, empowering over 115,000 women to start and grow their own businesses. We provide access to financial products, business skills training, and ongoing support, fostering economic opportunity and sustainable livelihoods.
Since 2000, SPBD has disbursed over $360 million in loans and made 375,000 loans to hardworking women, contributing to poverty reduction and community development across the region. Our commitment is to provide a hand up, not a handout, enabling women to build a better future for themselves and their families.
SPBD operates a network of microfinance institutions in Samoa, Tonga, Fiji, the Solomon Islands, and Vanuatu, empowering over 115,000 women to start and grow their own businesses. We provide access to financial products, business skills training, and ongoing support, fostering economic opportunity and sustainable livelihoods.
Since 2000, SPBD has disbursed over $360 million in loans and made 375,000 loans to hardworking women, contributing to poverty reduction and community development across the region. Our commitment is to provide a hand up, not a handout, enabling women to build a better future for themselves and their families.
Finance
Financial Services
Company Name | Location | Category | Employees | Accuracy | Website | |
|---|---|---|---|---|---|---|
Irvine, United States (US) | Finance and Banking Finance and Banking | 50-100 | info@rushmorecorrespondent.com | https://www.rushmorecorrespondent.com | ||
Santa Barbara, United States (US) | Finance and Banking Finance and Banking | 50-100 | info@missionwealth.com | https://missionwealth.com/women-on-a-mission/ | ||
Irvine, United States (US) | Finance and Banking Finance and Banking | 50-100 | info@guardiantax.com | https://guardiantax.com/ | ||
Irvine, United States (US) | Finance and Banking Finance and Banking | 50-100 | info@optionwide.com | http://www.optionwide.com | ||
Plano, United States (US) | Finance and Banking Finance and Banking | 50-100 | info@firstptsolutions.com | https://www.firstptsolutions.com/ | ||
Greensboro, United States (US) | Finance and Banking Finance and Banking | 50-100 | info@navfin.com | http://www.navfin.com | ||
Lincoln, United States (US) | Finance and Banking Finance and Banking | 50-100 | info@smithhayes.com | http://www.smithhayes.com | ||
Plano, United States (US) | Finance and Banking Finance and Banking | 50-100 | info@carwire.ai | http://www.carwire.ai | ||
Plano, United States (US) | Finance and Banking Finance and Banking | 50-100 | info@highlandhomeloans.com | http://www.highlandhomeloans.com/ | ||
Plano, United States (US) | Finance and Banking Finance and Banking | 50-100 | info@puritangroup.com | http://www.puritangroup.com | ||
Des Plaines, United States (US) | Finance and Banking Finance and Banking | 50-100 | info@dnasllc.com | http://www.dnasllc.com | ||
Toronto, Canada | Finance and Banking Finance and Banking | 50-100 | info@cardinalpointwealth.com | http://www.cardinalpointwealth.com | ||
Plano, United States (US) | Finance and Banking Finance and Banking | 100-150 | info@americahomekey.com | http://www.americahomekey.com | ||
Irvine, United States (US) | Finance and Banking Finance and Banking | 50-100 | info@benetechinc.com | http://www.benetechinc.com | ||
Irvine, United States (US) | Finance and Banking Finance and Banking | 50-100 | info@integris.com | https://www.integris.com/ | ||
Plano, United States (US) | Finance and Banking Finance and Banking | 50-100 | info@mtgog.com | http://www.mtgog.com | ||
Lincoln, United States (US) | Finance and Banking Finance and Banking | 50-100 | support@nslp.org | http://www.nslp.org | ||
Orlando, United States (US) | Finance and Banking Finance and Banking | 50-100 | info@usapaymentservices.com | http://usapaymentservices.com | ||
Hollywood, United States (US) | Finance and Banking Finance and Banking | 50-100 | info@rapidrecoveryagency.com | http://www.RapidRecoveryAgency.com | ||
Plano, United States (US) | Finance and Banking Finance and Banking | 50-100 | info@thelendingpartners.com | http://www.TheLendingPartners.com | ||
Orlando, United States (US) | Finance and Banking Finance and Banking | 50-100 | info@cnlsecurities.com | https://www.cnlsecurities.com | ||
Miami, United States (US) | Finance and Banking Finance and Banking | 50-100 | info@trustlending.net | http://www.trustlending.net | ||
Orlando, United States (US) | Finance and Banking Finance and Banking | 50-100 | info@nxtsoft.com | https://www.nxtsoft.com/contact | ||
Honolulu, United States (US) | Finance and Banking Finance and Banking | 50-100 | info@thewsp.com | http://www.thewsp.com | ||
Altamonte Springs, United States (US) | Finance and Banking Finance and Banking | 50-100 | info@synergywealthalliance.com | http://www.synergywealthalliance.com | ||
New York City Metropolitan Are, United States (US) | Finance and Banking Finance and Banking | 50-100 | info@blacksqd.com | http://www.BlackSqd.com | ||
LINCOLN, United States (US) | Finance and Banking Finance and Banking | 50-100 | info@nelnetpaymentservices.com | http://NelnetPaymentServices.com | ||
St Petersburg, United States (US) | Finance and Banking Finance and Banking | 50-100 | info@p1fs.com | http://p1fs.com | ||
Irvine, United States (US) | Finance and Banking Finance and Banking | 50-100 | info@n2funding.com | https://www.n2funding.com/ | ||
Irvine, United States (US) | Finance and Banking Finance and Banking | 50-100 | info@rescue1fin.com | http://www.Rescueonefinancial.com | ||
São Paulo, Brazil | Finance and Banking Finance and Banking | 50-100 | info@bptax.com.br | http://www.bptax.com.br | ||
Plano, United States (US) | Finance and Banking Finance and Banking | 50-100 | info@farmersdfwcareers.com | http://www.farmersdfwcareers.com | ||
Irvine, United States (US) | Finance and Banking Finance and Banking | 50-100 | info@paycec.com | http://www.paycec.com | ||
Austin, United States (US) | Finance and Banking Finance and Banking | 50-100 | info@nfp.com | https://www.nfp.com/benefits-and-life/executive-benefits | ||
Anchorage, United States (US) | Finance and Banking Finance and Banking | 150-200 | rowlandh@residentialmtg.com | http://www.residentialmtg.com | ||
Plano, United States (US) | Finance and Banking Finance and Banking | 50-100 | info@firstbankhomeloans.com | https://firstbankhomeloans.com | ||
Orange, United States (US) | Finance and Banking Finance and Banking | 50-100 | info@cfsnow.com | http://www.cfsnow.com | ||
Plano, United States (US) | Finance and Banking Finance and Banking | 50-100 | info@centrafunding.com | https://centrafunding.com/ | ||
Irvine, United States (US) | Finance and Banking Finance and Banking | 50-100 | info@sympletax.com | http://sympletax.com | ||
Irvine, United States (US) | Finance and Banking Finance and Banking | 50-100 | recruiting@wintrust.com | https://www.wintrust.com/wsf.html | ||
Irvine, United States (US) | Finance and Banking Finance and Banking | 50-100 | info@trustedmortgagecapital.com | https://www.trustedmortgagecapital.com/ | ||
Irvine, United States (US) | Finance and Banking Finance and Banking | 50-100 | info@swipeport.com | http://www.swipeport.com | ||
Plano, United States (US) | Finance and Banking Finance and Banking | 50-100 | info@gwloans.com | http://www.gwloans.com | ||
Irvine, United States (US) | Finance and Banking Finance and Banking | 50-100 | customerservice@resolutionprocessing.com | https://resolutionprocessing.com | ||
Littleton, United States (US) | Finance and Banking Finance and Banking | 50-100 | info@payrollvaultfranchise.com | http://www.payrollvaultfranchise.com | ||
Lakewood, United States (US) | Finance and Banking Finance and Banking | 100-150 | info@pinnacle-mortgage.com | http://www.pinnacle-mortgage.com | ||
Parsippany, United States (US) | Finance and Banking Finance and Banking | 50-100 | info@gardensavings.org | http://www.gardensavings.org | ||
Houston, United States (US) | Finance and Banking Finance and Banking | 50-100 | bondwest@markel.com | http://www.suretec.com | ||
Irvine, United States (US) | Finance and Banking Finance and Banking | 50-100 | sales@decisionreadysolutions.com | http://www.decisionreadysolutions.com | ||
Newark, United States (US) | Finance and Banking Finance and Banking | 50-100 | contact@spbdmicrofinance.com | http://www.spbdmicrofinance.com |
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FAQ updated November 2025
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