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.
2,663 companies
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Finance
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DTA Public Finance, Inc is a national public finance and development economics consulting firm headquartered in Irvine, California.
We specialize in providing comprehensive financial solutions for public infrastructure, facilities, and services across the United States, empowering local governments and private sector clients to achieve their development goals.
DTA’s 35+ years of experience, coupled with our expertise in CFD, assessment districts, and PACE financing, allows us to deliver strategic consulting services that optimize project funding and ensure equitable cost allocation. We’ve successfully facilitated over 2,500 public and private sector projects and authorized over $50 billion in bond issuances.
We specialize in providing comprehensive financial solutions for public infrastructure, facilities, and services across the United States, empowering local governments and private sector clients to achieve their development goals.
DTA’s 35+ years of experience, coupled with our expertise in CFD, assessment districts, and PACE financing, allows us to deliver strategic consulting services that optimize project funding and ensure equitable cost allocation. We’ve successfully facilitated over 2,500 public and private sector projects and authorized over $50 billion in bond issuances.
Finance
Financial Services
Vizo Financial Corporate CU is a leading provider of financial solutions and services specifically designed for credit unions across the United States.
Based in Greensboro, North Carolina, we empower credit unions to thrive in today’s dynamic financial landscape. Our core offerings include ALM, investments, liquidity management, money management, and payment solutions, all underpinned by a commitment to stability and innovation.
We act as a trusted partner, offering a tenured team with diverse expertise and a proven track record of reliability. Vizo Financial is dedicated to shaping the future of the credit union movement through collaboration and forward-thinking ideas, helping our members grow and succeed. We provide a comprehensive suite of tools and support to ensure the long-term health and prosperity of our credit union partners.
Based in Greensboro, North Carolina, we empower credit unions to thrive in today’s dynamic financial landscape. Our core offerings include ALM, investments, liquidity management, money management, and payment solutions, all underpinned by a commitment to stability and innovation.
We act as a trusted partner, offering a tenured team with diverse expertise and a proven track record of reliability. Vizo Financial is dedicated to shaping the future of the credit union movement through collaboration and forward-thinking ideas, helping our members grow and succeed. We provide a comprehensive suite of tools and support to ensure the long-term health and prosperity of our credit union partners.
Finance
Financial Services
Beyond International Group is a Houston, Texas-based global investment firm specializing in real estate investment solutions.
We empower investors with high-quality wealth management through our Asset 2, Asset 1, and Beyond Marketplace services. Our core focus is on strategic real estate investments – including offices, shopping centers, and multi-family housing – leveraging value investing and strategic partnerships to deliver exceptional returns.
Beyond International utilizes the latest financial technology to design investment structures that reduce volatility and hedge against downside risk. We connect investors with effective real estate opportunities across the United States and Canada, boasting a portfolio of nearly $300 Million AUM.
Founded with a vision to revolutionize the real estate investment landscape, Beyond International has grown to become a trusted partner for accredited investors seeking stability and growth.
We empower investors with high-quality wealth management through our Asset 2, Asset 1, and Beyond Marketplace services. Our core focus is on strategic real estate investments – including offices, shopping centers, and multi-family housing – leveraging value investing and strategic partnerships to deliver exceptional returns.
Beyond International utilizes the latest financial technology to design investment structures that reduce volatility and hedge against downside risk. We connect investors with effective real estate opportunities across the United States and Canada, boasting a portfolio of nearly $300 Million AUM.
Founded with a vision to revolutionize the real estate investment landscape, Beyond International has grown to become a trusted partner for accredited investors seeking stability and growth.
Finance
Financial Services
Scientech Research Capital is a Jersey City, New Jersey-based quantitative trading firm leveraging scientific principles and technological innovations.
We combine the expertise of scientists, engineers, and mathematicians to develop and deploy sophisticated trading strategies across a multi-asset global platform.
Founded in 2019, Scientech Research Capital has rapidly grown to exceed $1 billion USD in daily trading volume, demonstrating resilience through market volatility and a commitment to continuous innovation. Our team is defined by rare talent – STEM Ph.D.s, U.S. Math Olympiad medalists, and frontier AI researchers – driving our pursuit of fundamental value in financial markets. Quant Trading, Fintech, and Software Engineering are at the core of our operations.
We combine the expertise of scientists, engineers, and mathematicians to develop and deploy sophisticated trading strategies across a multi-asset global platform.
Founded in 2019, Scientech Research Capital has rapidly grown to exceed $1 billion USD in daily trading volume, demonstrating resilience through market volatility and a commitment to continuous innovation. Our team is defined by rare talent – STEM Ph.D.s, U.S. Math Olympiad medalists, and frontier AI researchers – driving our pursuit of fundamental value in financial markets. Quant Trading, Fintech, and Software Engineering are at the core of our operations.
Finance
Financial Services
Funding Metrics LLC is a leading provider of data-driven alternative funding solutions, based in Bensalem Township, Pennsylvania.
We empower small businesses and merchants with access to working capital through sophisticated analytics and custom underwriting models.
Our approach combines traditional financial analysis with predictive forecasting, offering a more comprehensive and accessible funding process than conventional methods. We specialize in risk management and intelligent analytical funding, helping our partners make informed decisions and unlock growth opportunities.
Founded in 2013, Funding Metrics has rapidly grown to serve a diverse range of clients across the United States, with a team of 66 dedicated professionals.
We empower small businesses and merchants with access to working capital through sophisticated analytics and custom underwriting models.
Our approach combines traditional financial analysis with predictive forecasting, offering a more comprehensive and accessible funding process than conventional methods. We specialize in risk management and intelligent analytical funding, helping our partners make informed decisions and unlock growth opportunities.
Founded in 2013, Funding Metrics has rapidly grown to serve a diverse range of clients across the United States, with a team of 66 dedicated professionals.
Finance
Financial Services
FisherSMB is a leading retirement plan advisor specializing in helping small and mid-sized businesses in Texas and across the United States.
We partner with employers to provide tailored solutions for 401(k) and 403(b) plans, offering investment solutions, employee services, and administrator support – services other providers often can’t or won’t deliver.
FisherSMB’s commitment to fiduciary excellence and dedicated employee guidance helps businesses and their employees build a secure future. Our team of experienced advisors provides personalized support, simplifying retirement plan management and maximizing employee savings.
Since 2014, FisherSMB has grown to become the fastest-growing retirement plan advisor of its kind, serving over 158 employees and managing assets for hundreds of businesses.
We partner with employers to provide tailored solutions for 401(k) and 403(b) plans, offering investment solutions, employee services, and administrator support – services other providers often can’t or won’t deliver.
FisherSMB’s commitment to fiduciary excellence and dedicated employee guidance helps businesses and their employees build a secure future. Our team of experienced advisors provides personalized support, simplifying retirement plan management and maximizing employee savings.
Since 2014, FisherSMB has grown to become the fastest-growing retirement plan advisor of its kind, serving over 158 employees and managing assets for hundreds of businesses.
Finance
Financial Services
North Mill Equipment Finance is a leading equipment finance provider headquartered in Norwalk, CT, specializing in small to mid-ticket financing solutions for businesses across the United States.
We empower businesses – from startups to established enterprises – with flexible financing options for a wide range of assets, including medical equipment, franchise investments, construction machinery, and transportation vehicles. Our mission is to fuel growth and facilitate successful transactions for our partners and their clients.
What sets North Mill apart is our broker-centric approach, prioritizing strong relationships and rapid turnaround times. We offer an Application Only program for transactions between $15,000 and $250,000, and an Application Plus solution up to $2.5 million, backed by strategic partnerships and deep industry expertise. Since 1957, we’ve been dedicated to providing reliable capital and streamlined processes, supporting the success of businesses nationwide. Equipment loans, leases, and EFAs.
We empower businesses – from startups to established enterprises – with flexible financing options for a wide range of assets, including medical equipment, franchise investments, construction machinery, and transportation vehicles. Our mission is to fuel growth and facilitate successful transactions for our partners and their clients.
What sets North Mill apart is our broker-centric approach, prioritizing strong relationships and rapid turnaround times. We offer an Application Only program for transactions between $15,000 and $250,000, and an Application Plus solution up to $2.5 million, backed by strategic partnerships and deep industry expertise. Since 1957, we’ve been dedicated to providing reliable capital and streamlined processes, supporting the success of businesses nationwide. Equipment loans, leases, and EFAs.
Finance
Financial Services
STG Mortgage is a leading wholesale mortgage lender based in Irvine, California, specializing in providing aggressive pricing and tailored solutions for brokers.
We serve a diverse range of clients, including self-employed borrowers, ITIN holders, and those seeking Non-QM loans, simplifying the lending process for both brokers and borrowers.
What distinguishes STG Mortgage is our commitment to accelerated solutions and a proactive approach, leveraging a seasoned executive team and extensive resources to ensure our partners remain at the forefront of industry standards. We are an Equal Housing Opportunity Lender, NMLS #2091912.
We serve a diverse range of clients, including self-employed borrowers, ITIN holders, and those seeking Non-QM loans, simplifying the lending process for both brokers and borrowers.
What distinguishes STG Mortgage is our commitment to accelerated solutions and a proactive approach, leveraging a seasoned executive team and extensive resources to ensure our partners remain at the forefront of industry standards. We are an Equal Housing Opportunity Lender, NMLS #2091912.
Finance
Financial Services
Columbia Private Trust is a leading self-directed IRA custodian based in Irvine, California, specializing in the secure holding of alternative assets like private equity and real estate for individuals and institutions.
We empower our clients – including family offices, broker-dealers, and financial professionals – to diversify their portfolios and achieve their long-term financial goals. Our services cater to a wide range of needs, from initial account setup and ongoing maintenance to complex fund transfers and distributions.
As a division of Columbia Bank, we leverage decades of experience and a robust technology platform to provide a seamless and reliable custodial solution. We prioritize building strong relationships and offering personalized support, ensuring our clients have the tools and resources they need to succeed. We are committed to providing a secure and efficient environment for managing alternative investments, fostering financial growth and peace of mind.
We empower our clients – including family offices, broker-dealers, and financial professionals – to diversify their portfolios and achieve their long-term financial goals. Our services cater to a wide range of needs, from initial account setup and ongoing maintenance to complex fund transfers and distributions.
As a division of Columbia Bank, we leverage decades of experience and a robust technology platform to provide a seamless and reliable custodial solution. We prioritize building strong relationships and offering personalized support, ensuring our clients have the tools and resources they need to succeed. We are committed to providing a secure and efficient environment for managing alternative investments, fostering financial growth and peace of mind.
Finance
Financial Services
Diversified Trust is a leading wealth management and trust advisory firm based in Memphis, Tennessee, serving high-net-worth individuals and families across the South.
For over 25 years, we provide comprehensive wealth strategies, including financial planning, tax optimization, estate and philanthropic planning, and business succession. We specialize in helping clients navigate complex financial landscapes and achieve their long-term goals.
What distinguishes Diversified Trust is our commitment to personalized service and multigenerational expertise. As an employee-owned, family-focused firm, we offer a continuity and perspective that’s rare in the industry. We manage over $14 billion in assets and pride ourselves on building enduring relationships based on trust and integrity.
Our integrated approach encompasses investment management, fiduciary oversight, trust administration, and institutional advisory services, ensuring a holistic and tailored solution for each client’s unique needs.
For over 25 years, we provide comprehensive wealth strategies, including financial planning, tax optimization, estate and philanthropic planning, and business succession. We specialize in helping clients navigate complex financial landscapes and achieve their long-term goals.
What distinguishes Diversified Trust is our commitment to personalized service and multigenerational expertise. As an employee-owned, family-focused firm, we offer a continuity and perspective that’s rare in the industry. We manage over $14 billion in assets and pride ourselves on building enduring relationships based on trust and integrity.
Our integrated approach encompasses investment management, fiduciary oversight, trust administration, and institutional advisory services, ensuring a holistic and tailored solution for each client’s unique needs.
Finance
Financial Services
WallachBeth Capital is a leading provider of institutional execution services, offering our clients a full spectrum of solutions to help them navigate increasingly complex markets. We employ a comprehensive process for developing and implementing sophisticated trading strategies, leveraging a combination of deep product knowledge, extensive market insight, and a consultative approach. Operating on a fully disclosed, agency-only basis, we are committed to facilitating all client needs with transparency and integrity.
As a firm specializing in institutional execution, we provide clients with unconflicted advice and intelligent trading solutions across a range of asset classes, including equities, ETFs, and derivatives.
Founded in 2008 and headquartered in Jersey City, New Jersey, WallachBeth Capital combines decades of experience with a commitment to innovation and client success.
As a firm specializing in institutional execution, we provide clients with unconflicted advice and intelligent trading solutions across a range of asset classes, including equities, ETFs, and derivatives.
Founded in 2008 and headquartered in Jersey City, New Jersey, WallachBeth Capital combines decades of experience with a commitment to innovation and client success.
Finance
Financial Services
First National Capital Corporation is a leading US-based private credit capital firm specializing in equipment, technology, and project financing for mid-sized and large companies.
We go beyond the limitations of traditional lending, providing strategic CapEx funding solutions, project finance, and rapid expansion capital to businesses across a diverse range of industries.
With over two decades of experience, First National leverages its balance sheet strength and extensive institutional funding relationships to deliver creative, risk-based financing – often where other lenders fall short. We’re dedicated to helping companies navigate business cycles and achieve breakthrough outcomes.
From aviation and construction to healthcare and technology, we’ve facilitated over $4.5 billion in funding, consistently delivering solutions that drive growth and success.
We go beyond the limitations of traditional lending, providing strategic CapEx funding solutions, project finance, and rapid expansion capital to businesses across a diverse range of industries.
With over two decades of experience, First National leverages its balance sheet strength and extensive institutional funding relationships to deliver creative, risk-based financing – often where other lenders fall short. We’re dedicated to helping companies navigate business cycles and achieve breakthrough outcomes.
From aviation and construction to healthcare and technology, we’ve facilitated over $4.5 billion in funding, consistently delivering solutions that drive growth and success.
Finance
Financial Services
Eagle Asset Management is a leading asset management firm based in Saint Petersburg, Florida, providing institutional and individual investors with a comprehensive suite of equity and fixed-income products.
As an affiliate of Raymond James Investment Management, we combine the expertise of individual investment teams with the stability of a full-service firm. We specialize in delivering long-term investment solutions designed to meet diverse client needs and goals.
Eagle Asset Management’s approach is rooted in intelligence, experience, and conviction, offering a research-driven strategy focused on achieving superior, risk-adjusted returns. Founded in 1976, we’ve built a strong reputation for delivering consistent performance and building lasting client relationships. We cater to a wide range of investors seeking sophisticated financial management.
As an affiliate of Raymond James Investment Management, we combine the expertise of individual investment teams with the stability of a full-service firm. We specialize in delivering long-term investment solutions designed to meet diverse client needs and goals.
Eagle Asset Management’s approach is rooted in intelligence, experience, and conviction, offering a research-driven strategy focused on achieving superior, risk-adjusted returns. Founded in 1976, we’ve built a strong reputation for delivering consistent performance and building lasting client relationships. We cater to a wide range of investors seeking sophisticated financial management.
Finance
Financial Services
Excelerate Capital is a leading wholesale lender specializing in Non-Qualified Mortgages (Non-QM) and alternative financing solutions, headquartered in Irvine, California.
We provide ‘out-of-the-box’ mortgage solutions to broker partners, catering to a diverse range of borrowers with unique financial situations. Our expertise lies in servicing the needs of investors and lenders seeking flexible financing options, including DSCR loans, loans utilizing bank statements, and those relying on 1099 or W2 income.
Excelerate Capital distinguishes itself through its commitment to providing exceptional service and a broad array of lending products, accommodating borrowers with credit scores as low as 600 and loan-to-value ratios up to 90%. As a registered DBA of Castle Mortgage Corporation (NMLS # 61382), we are dedicated to fostering strong relationships and empowering our broker network.
We provide ‘out-of-the-box’ mortgage solutions to broker partners, catering to a diverse range of borrowers with unique financial situations. Our expertise lies in servicing the needs of investors and lenders seeking flexible financing options, including DSCR loans, loans utilizing bank statements, and those relying on 1099 or W2 income.
Excelerate Capital distinguishes itself through its commitment to providing exceptional service and a broad array of lending products, accommodating borrowers with credit scores as low as 600 and loan-to-value ratios up to 90%. As a registered DBA of Castle Mortgage Corporation (NMLS # 61382), we are dedicated to fostering strong relationships and empowering our broker network.
Finance
Financial Services
Stratus Financial is a California-based financial services company specializing in student loan solutions for aspiring pilot trainees and supporting flight schools nationwide.
We understand the unique financial challenges faced by those pursuing a career in aviation, and our mission is to provide accessible and flexible funding options, bridging the gap between dreams and reality.
Unlike traditional lenders, Stratus Financial focuses on building strong partnerships with flight schools, offering tailored programs that meet their specific needs and empower their students to achieve their goals. We are committed to fostering a supportive ecosystem for pilots and flight schools alike, accelerating the path to a successful aviation career.
Stratus Financial was founded by FAA Certified Flight and Ground Instructors in the middle of the COVID-19 pandemic. Stratus fills the constant pilot demand through student pilots’ access to instructional funding from flight school loans and fast traction built by flight schools.
We also offer investment opportunities for those seeking to support the growth of the aviation industry. Our team is dedicated to providing exceptional service and building long-term relationships with our clients and partners.
We understand the unique financial challenges faced by those pursuing a career in aviation, and our mission is to provide accessible and flexible funding options, bridging the gap between dreams and reality.
Unlike traditional lenders, Stratus Financial focuses on building strong partnerships with flight schools, offering tailored programs that meet their specific needs and empower their students to achieve their goals. We are committed to fostering a supportive ecosystem for pilots and flight schools alike, accelerating the path to a successful aviation career.
Stratus Financial was founded by FAA Certified Flight and Ground Instructors in the middle of the COVID-19 pandemic. Stratus fills the constant pilot demand through student pilots’ access to instructional funding from flight school loans and fast traction built by flight schools.
We also offer investment opportunities for those seeking to support the growth of the aviation industry. Our team is dedicated to providing exceptional service and building long-term relationships with our clients and partners.
Finance
Financial Services
Money Matters with Ken Moraif is a Plano, Texas-based retirement planning firm dedicated to helping individuals achieve financial peace of mind in their later years.
We specialize in guiding clients through the complexities of retirement, offering personalized strategies for Social Security optimization, Medicare planning, estate planning, and income tax management. Our team of credentialed Retirement Planners works as a fiduciary, prioritizing your long-term financial security above all else.
At Money Matters with Ken Moraif, we understand that retirement should be a time of enjoyment and fulfillment. We’re committed to helping you build a robust retirement cashflow plan, estimate your ‘magic number,’ and determine the appropriate level of risk to ensure your wealth lasts a lifetime. We also offer a complimentary Retirement Cashflow Plan (RCFP) to project if you will be ok five, ten, and fifteen years from now if you stay on track.
As a firm with over 20 employees and a strong presence across Texas, Arizona, California, Oklahoma and Nevada, we’re dedicated to providing exceptional service and building lasting relationships with our clients. We believe in integrity, selfless service, disciplined investment strategies, and a joyful approach to retirement planning.
We specialize in guiding clients through the complexities of retirement, offering personalized strategies for Social Security optimization, Medicare planning, estate planning, and income tax management. Our team of credentialed Retirement Planners works as a fiduciary, prioritizing your long-term financial security above all else.
At Money Matters with Ken Moraif, we understand that retirement should be a time of enjoyment and fulfillment. We’re committed to helping you build a robust retirement cashflow plan, estimate your ‘magic number,’ and determine the appropriate level of risk to ensure your wealth lasts a lifetime. We also offer a complimentary Retirement Cashflow Plan (RCFP) to project if you will be ok five, ten, and fifteen years from now if you stay on track.
As a firm with over 20 employees and a strong presence across Texas, Arizona, California, Oklahoma and Nevada, we’re dedicated to providing exceptional service and building lasting relationships with our clients. We believe in integrity, selfless service, disciplined investment strategies, and a joyful approach to retirement planning.
Finance
Financial Services
eCapital is a leading Specialty Finance Lender headquartered in Orlando, Florida, providing flexible financing solutions across North America and the UK.
We empower businesses of all sizes – including those in healthcare, staffing, consumer goods, and transportation – to optimize their working capital, automate payments, and mitigate risk. Our mission is to deliver dynamic and timely access to capital through cutting-edge technology and deep industry insight, accelerating business growth and supporting scalable operations.
eCapital’s technology-driven approach streamlines the financing process, offering 24/7 access, 1 HR and weekend funding, and a seamless digital experience. With over 20 years of experience and a proven track record of success, we’re more than just a lender – we’re a strategic partner built for what’s next. Asset-based Lending, A/R Financing, Supply Chain Finance are among our core offerings.
We empower businesses of all sizes – including those in healthcare, staffing, consumer goods, and transportation – to optimize their working capital, automate payments, and mitigate risk. Our mission is to deliver dynamic and timely access to capital through cutting-edge technology and deep industry insight, accelerating business growth and supporting scalable operations.
eCapital’s technology-driven approach streamlines the financing process, offering 24/7 access, 1 HR and weekend funding, and a seamless digital experience. With over 20 years of experience and a proven track record of success, we’re more than just a lender – we’re a strategic partner built for what’s next. Asset-based Lending, A/R Financing, Supply Chain Finance are among our core offerings.
Finance
Financial Services
CRI CFO Hub is a leading San Diego-based fractional CFO and controller firm, providing expert outsourced financial management solutions to businesses nationwide.
We specialize in supporting companies across various industries, including SaaS, tech, and government contracting, by offering a flexible and scalable team of experienced CFOs, controllers, and accounting professionals. Our services range from month-end close and financial reporting to strategic financial advisory and DCAA compliance.
What sets CRI CFO Hub apart is our commitment to providing tailored financial support that aligns with your specific business needs and growth objectives. We empower our clients to focus on their core operations while ensuring financial stability and strategic decision-making. We’re a division of Carr, Riggs & Ingram Capital, LLC, a subsidiary of CRI Advisors, LLC.
We specialize in supporting companies across various industries, including SaaS, tech, and government contracting, by offering a flexible and scalable team of experienced CFOs, controllers, and accounting professionals. Our services range from month-end close and financial reporting to strategic financial advisory and DCAA compliance.
What sets CRI CFO Hub apart is our commitment to providing tailored financial support that aligns with your specific business needs and growth objectives. We empower our clients to focus on their core operations while ensuring financial stability and strategic decision-making. We’re a division of Carr, Riggs & Ingram Capital, LLC, a subsidiary of CRI Advisors, LLC.
Finance
Financial Services
Xignite, A QUODD Solution is a New Jersey-based market data API provider specializing in delivering tailored financial data solutions to the FinTech and financial services industries.
We empower leading FinTech disruptors like Betterment, eToro, and Robinhood, alongside established financial services firms such as Blackrock and Charles Schwab, with the real-time, historical, and delayed market data they need to build innovative trading apps, robo-advisors, and other data-driven products.
Our cloud-native platform, built on AWS, ensures scalability and security, offering flexible delivery methods and formats to meet the diverse needs of our clients. We provide comprehensive reference data, equity data, and FX data, enabling data-driven decision-making across the financial ecosystem.
We empower leading FinTech disruptors like Betterment, eToro, and Robinhood, alongside established financial services firms such as Blackrock and Charles Schwab, with the real-time, historical, and delayed market data they need to build innovative trading apps, robo-advisors, and other data-driven products.
Our cloud-native platform, built on AWS, ensures scalability and security, offering flexible delivery methods and formats to meet the diverse needs of our clients. We provide comprehensive reference data, equity data, and FX data, enabling data-driven decision-making across the financial ecosystem.
Finance
Financial Services
Mission Capital Advisors, LLC is a leading national real estate and debt capital markets solutions provider headquartered in New York City.
We specialize in representing preeminent financial institutions, investors, and government agencies on the sale of performing, sub-performing, and non-performing debt secured by all types of commercial and consumer collateral, commercial real estate investment property, and tax liens.
Mission Capital’s integrated platform of secondary market loan portfolio brokerage, valuation, capital raising, transaction management, diligence, and data/document curative services, combined with our technology-forward approach, allows our clients to achieve liquidity and optimize portfolio strategy throughout the credit cycle. We are a subsidiary of Marcus & Millichap Capital Corporation (NYSE:MMI).
We specialize in representing preeminent financial institutions, investors, and government agencies on the sale of performing, sub-performing, and non-performing debt secured by all types of commercial and consumer collateral, commercial real estate investment property, and tax liens.
Mission Capital’s integrated platform of secondary market loan portfolio brokerage, valuation, capital raising, transaction management, diligence, and data/document curative services, combined with our technology-forward approach, allows our clients to achieve liquidity and optimize portfolio strategy throughout the credit cycle. We are a subsidiary of Marcus & Millichap Capital Corporation (NYSE:MMI).
Finance
Financial Services
Green PayTech is a New Jersey-based technology company specializing in integrated payment solutions for vertical markets.
We empower businesses in the hospitality, medical, automotive, and service industries with seamless payment processing, software integrations, and revenue optimization tools. Our solutions are designed to improve customer experience, simplify operations, and unlock new revenue opportunities.
Green PayTech combines modern fintech infrastructure with real-world operational expertise, offering customized solutions that drive growth and efficiency. We provide a comprehensive suite of services including Merchant Services, ISO Sales & Support, e-Commerce, Mobile Payments, and PCI Compliant Solutions.
Founded in 2019, Green PayTech currently employs 37 people and is rapidly scaling its impact across key industries. We are dedicated to revolutionizing how businesses manage payments and achieve sustainable growth.
We empower businesses in the hospitality, medical, automotive, and service industries with seamless payment processing, software integrations, and revenue optimization tools. Our solutions are designed to improve customer experience, simplify operations, and unlock new revenue opportunities.
Green PayTech combines modern fintech infrastructure with real-world operational expertise, offering customized solutions that drive growth and efficiency. We provide a comprehensive suite of services including Merchant Services, ISO Sales & Support, e-Commerce, Mobile Payments, and PCI Compliant Solutions.
Founded in 2019, Green PayTech currently employs 37 people and is rapidly scaling its impact across key industries. We are dedicated to revolutionizing how businesses manage payments and achieve sustainable growth.
Finance
Financial Services
Graphite is a New York-based financial services firm specializing in accounting, tax, and financial advisory for rapidly growing startups and scale-ups.
We provide a comprehensive suite of outsourced accounting and finance solutions, including bookkeeping, financial modeling, tax filing, payroll, and HR advisory, designed to streamline operations and ensure financial clarity.
Unlike traditional accounting firms, Graphite operates as an integrated partner within your company, offering a dedicated team with deep expertise in the unique challenges faced by SaaS, AI, and consumer brands. Our roots in a venture capital fund provide a strategic advantage, enabling us to deliver proactive financial guidance and support your growth trajectory.
We help companies achieve audit-ready financials, navigate board meetings with confidence, and scale their operations without being bogged down by back-office complexities. We’re more than just bookkeepers; we’re your strategic financial foundation.
We provide a comprehensive suite of outsourced accounting and finance solutions, including bookkeeping, financial modeling, tax filing, payroll, and HR advisory, designed to streamline operations and ensure financial clarity.
Unlike traditional accounting firms, Graphite operates as an integrated partner within your company, offering a dedicated team with deep expertise in the unique challenges faced by SaaS, AI, and consumer brands. Our roots in a venture capital fund provide a strategic advantage, enabling us to deliver proactive financial guidance and support your growth trajectory.
We help companies achieve audit-ready financials, navigate board meetings with confidence, and scale their operations without being bogged down by back-office complexities. We’re more than just bookkeepers; we’re your strategic financial foundation.
Finance
Financial Services
Pacific Advisors is a leading financial advisory firm based in Irvine, California, dedicated to helping individuals, families, and businesses achieve a secure and fulfilling financial future.
We specialize in crafting personalized strategies that address a wide range of financial needs, from retirement planning and estate preservation to business succession and charitable giving. Our approach is rooted in decades of collective knowledge and a commitment to providing clear, actionable guidance.
At Pacific Advisors, we believe that a ‘Good Life’ is more than just accumulating wealth; it’s about building a legacy of confidence and security for generations to come. We partner with our clients to develop a comprehensive plan that aligns with their unique goals and values, offering peace of mind and empowering them to live their best lives.
Our team of experienced advisors provides expert support in investment management, insurance planning, tax optimization, and more, all within the framework of a trusted and collaborative relationship. We are an Agency of The Guardian Life Insurance Company of America (Guardian), and securities products and advisory services are offered through Park Avenue Securities, LLC (PAS), member FINRA, SIPC.
We specialize in crafting personalized strategies that address a wide range of financial needs, from retirement planning and estate preservation to business succession and charitable giving. Our approach is rooted in decades of collective knowledge and a commitment to providing clear, actionable guidance.
At Pacific Advisors, we believe that a ‘Good Life’ is more than just accumulating wealth; it’s about building a legacy of confidence and security for generations to come. We partner with our clients to develop a comprehensive plan that aligns with their unique goals and values, offering peace of mind and empowering them to live their best lives.
Our team of experienced advisors provides expert support in investment management, insurance planning, tax optimization, and more, all within the framework of a trusted and collaborative relationship. We are an Agency of The Guardian Life Insurance Company of America (Guardian), and securities products and advisory services are offered through Park Avenue Securities, LLC (PAS), member FINRA, SIPC.
Finance
Financial Services
Digital Matrix Systems is a Plano, Texas-based risk management solutions provider specializing in data connectivity and analytics for the financial services and insurance industries. Since 1982, DMS has empowered banks, credit unions, auto finance lenders, and insurance companies with access to credit bureaus and alternative data sources.
We provide a comprehensive suite of products, including CreditBrowser®, DMS Summary Attributes®, and Access to Data, enabling clients to improve marketing, loan origination, risk management, and fraud prevention.
Digital Matrix Systems leverages decades of experience and a collaborative approach to deliver strategic, cost-effective solutions tailored to each client’s unique needs, helping them unlock the power of data for enhanced decision-making and business outcomes.
We provide a comprehensive suite of products, including CreditBrowser®, DMS Summary Attributes®, and Access to Data, enabling clients to improve marketing, loan origination, risk management, and fraud prevention.
Digital Matrix Systems leverages decades of experience and a collaborative approach to deliver strategic, cost-effective solutions tailored to each client’s unique needs, helping them unlock the power of data for enhanced decision-making and business outcomes.
Finance
Financial Services
LiftFund is a San Antonio, Texas-based CDFI and SBA lender dedicated to providing affordable business loans and support to diverse, hard-working entrepreneurs.
Since 1994, LiftFund has been leveling the financial playing field for small businesses, particularly in underserved communities. We understand the challenges faced by entrepreneurs, and our mission is to empower them to achieve their dreams and build thriving businesses.
LiftFund offers a comprehensive suite of loan products, including SBA 7(a), Community Advantage, and SBA 504 loans, alongside valuable business support services. We’re proud to partner with bankers, community leaders, and small business owners to drive economic growth and create opportunities across thirteen states.
We’ve already facilitated over 30,000 small business loans, generating $1.5 billion in capital and creating/retaining 121,000 jobs.
Since 1994, LiftFund has been leveling the financial playing field for small businesses, particularly in underserved communities. We understand the challenges faced by entrepreneurs, and our mission is to empower them to achieve their dreams and build thriving businesses.
LiftFund offers a comprehensive suite of loan products, including SBA 7(a), Community Advantage, and SBA 504 loans, alongside valuable business support services. We’re proud to partner with bankers, community leaders, and small business owners to drive economic growth and create opportunities across thirteen states.
We’ve already facilitated over 30,000 small business loans, generating $1.5 billion in capital and creating/retaining 121,000 jobs.
Finance
Financial Services
MyTaxFiler is a Plano, Texas-based global tax and consulting firm specializing in cross-border tax solutions for businesses and individuals.
We provide strategic tax planning, including entity structuring, international compliance, and expert advice on FATCA, FBAR, and startup equity. Our team navigates the complexities of U.S. and global tax laws with precision and clarity, helping clients minimize their tax burden and maximize their financial potential.
As part of the Numera network, MyTaxFiler combines deep expertise with a global reach, offering white-glove service and scalable partnerships to businesses of all sizes. We’re dedicated to making world-class financial expertise accessible, ensuring you have the support you need to thrive. Global Offices, Cross-Border Expertise, Strategic Tax Planning
We provide strategic tax planning, including entity structuring, international compliance, and expert advice on FATCA, FBAR, and startup equity. Our team navigates the complexities of U.S. and global tax laws with precision and clarity, helping clients minimize their tax burden and maximize their financial potential.
As part of the Numera network, MyTaxFiler combines deep expertise with a global reach, offering white-glove service and scalable partnerships to businesses of all sizes. We’re dedicated to making world-class financial expertise accessible, ensuring you have the support you need to thrive. Global Offices, Cross-Border Expertise, Strategic Tax Planning
Finance
Financial Services
Viewpost is a leading fintech payments provider based in Orlando, Florida, specializing in accelerating enterprise America’s transition to digital payments by converting the long tail of B2B check payments.
We serve enterprise AP organizations, corporate finance organizations, and financial institutions, solving the persistent problem of inefficient B2B payment processes. Our solution removes friction and barriers within enterprise payments, helping AP leaders increase efficiency and accelerate conversion to digital payments.
What sets Viewpost apart is our seamless integration with existing systems and partners, requiring no process changes or complex IT requirements. We dynamically examine outbound checks and enroll vendors before checks are printed, boosting enrollment without disrupting existing card programs and capturing significant savings – often exceeding printing costs by 40X. We consistently increase efficiency, enhance payment security, and capture untapped savings for enterprise AP organizations.
We serve enterprise AP organizations, corporate finance organizations, and financial institutions, solving the persistent problem of inefficient B2B payment processes. Our solution removes friction and barriers within enterprise payments, helping AP leaders increase efficiency and accelerate conversion to digital payments.
What sets Viewpost apart is our seamless integration with existing systems and partners, requiring no process changes or complex IT requirements. We dynamically examine outbound checks and enroll vendors before checks are printed, boosting enrollment without disrupting existing card programs and capturing significant savings – often exceeding printing costs by 40X. We consistently increase efficiency, enhance payment security, and capture untapped savings for enterprise AP organizations.
Finance
Financial Services
ClearEdge Lending is a leading Non-QM wholesale lender based in Irvine, California, providing innovative financing solutions to mortgage brokers nationwide since 2015.
We specialize in empowering brokers with flexible programs designed to streamline the loan process and deliver exceptional results for borrowers. Our core service is facilitating access to capital for borrowers who may not qualify for traditional lending options, including those with bank statement histories, asset utilization, and self-employed income.
What sets ClearEdge Lending apart is our direct underwriter access, dedicated Account Managers, and a commitment to minimal conditions and fast closings. We offer a comprehensive suite of Non-QM products, including Bank Statement Loans, Flex Connect, and Investor Connect, all backed by our in-house technology and seasoned leadership team.
Experience The Edge.
We specialize in empowering brokers with flexible programs designed to streamline the loan process and deliver exceptional results for borrowers. Our core service is facilitating access to capital for borrowers who may not qualify for traditional lending options, including those with bank statement histories, asset utilization, and self-employed income.
What sets ClearEdge Lending apart is our direct underwriter access, dedicated Account Managers, and a commitment to minimal conditions and fast closings. We offer a comprehensive suite of Non-QM products, including Bank Statement Loans, Flex Connect, and Investor Connect, all backed by our in-house technology and seasoned leadership team.
Experience The Edge.
Finance
Financial Services
TMC Financing is the #1 SBA 504 lender in the nation, operating since 1981 and based in Oakland, California.
We specialize in providing below-market, fixed-rate financing for small businesses through the SBA 504 program, enabling them to acquire commercial real estate, renovate properties, or purchase equipment. Our experienced team works closely with borrowers, lenders, and brokers to tailor financing packages to meet individual needs and SBA program guidelines.
Since 1981, TMC has facilitated $16 billion in SBA 504 loans, supporting over 8,000 businesses and creating more than 63,000 jobs across Arizona, California, Hawaii, Nevada, and Oregon. We are dedicated to fostering economic growth and empowering small business owners to achieve their goals.
TMC Financing is committed to providing exceptional service and expertise, with a 95% SBA approval rate and a strong focus on building long-term relationships with our clients.
We specialize in providing below-market, fixed-rate financing for small businesses through the SBA 504 program, enabling them to acquire commercial real estate, renovate properties, or purchase equipment. Our experienced team works closely with borrowers, lenders, and brokers to tailor financing packages to meet individual needs and SBA program guidelines.
Since 1981, TMC has facilitated $16 billion in SBA 504 loans, supporting over 8,000 businesses and creating more than 63,000 jobs across Arizona, California, Hawaii, Nevada, and Oregon. We are dedicated to fostering economic growth and empowering small business owners to achieve their goals.
TMC Financing is committed to providing exceptional service and expertise, with a 95% SBA approval rate and a strong focus on building long-term relationships with our clients.
Finance
Financial Services
Qwil Powered by LSQ is a US-based global payments platform specializing in automating payments and liquidity solutions for independent contractors and marketplaces.
We help businesses manage their freelance workforce, streamline payments to over 200 countries, and ensure compliance – all at a competitive price. Our innovative approach allows companies to advance payments to freelancers, boosting recruitment and retention while maintaining healthy cash flow.
Qwil’s technology provides a seamless experience for both businesses and freelancers, offering early access to earned funds and simplifying complex global payment processes. We are the leading solution for the 1099 economy and sharing economy, empowering businesses to scale their operations with confidence.
Founded in 2015, Qwil has rapidly grown to serve a diverse range of clients and is headquartered in Orlando, Florida.
We help businesses manage their freelance workforce, streamline payments to over 200 countries, and ensure compliance – all at a competitive price. Our innovative approach allows companies to advance payments to freelancers, boosting recruitment and retention while maintaining healthy cash flow.
Qwil’s technology provides a seamless experience for both businesses and freelancers, offering early access to earned funds and simplifying complex global payment processes. We are the leading solution for the 1099 economy and sharing economy, empowering businesses to scale their operations with confidence.
Founded in 2015, Qwil has rapidly grown to serve a diverse range of clients and is headquartered in Orlando, Florida.
Finance
Financial Services
Scalar is a leading independent valuation firm based in Draper, Utah, specializing in providing expert business valuation and transfer pricing services to a global client base.
We empower business leaders – including visionaries, advisors, and investors – to make strategic decisions through meticulous valuations, insightful consultations, and proactive client engagement. Our team leverages over 30,000 engagements to deliver unparalleled expertise, even at the highest levels of IRS, SEC, and Big 4 scrutiny.
Scalar’s core services encompass 409A valuations, portfolio valuation, purchase price allocation, transfer pricing planning, fairness opinions, and more. We pride ourselves on timely delivery, accuracy, and clear communication, ensuring our clients are fully informed throughout the entire process. We are committed to providing exceptional service and building long-term partnerships.
We empower business leaders – including visionaries, advisors, and investors – to make strategic decisions through meticulous valuations, insightful consultations, and proactive client engagement. Our team leverages over 30,000 engagements to deliver unparalleled expertise, even at the highest levels of IRS, SEC, and Big 4 scrutiny.
Scalar’s core services encompass 409A valuations, portfolio valuation, purchase price allocation, transfer pricing planning, fairness opinions, and more. We pride ourselves on timely delivery, accuracy, and clear communication, ensuring our clients are fully informed throughout the entire process. We are committed to providing exceptional service and building long-term partnerships.
Finance
Financial Services
Compass Analytics is a leading provider of pricing technology and analytics solutions for the FinTech industry, based in San Francisco, California.
We specialize in developing cutting-edge software analytics and offering advisory and active risk management services to mortgage bankers, traders, investors, and banks. Our platform is revolutionizing the way home loans are formed and sold through the use of innovative real-time technology.
Compass Analytics empowers lenders with the tools they need to optimize pricing, manage risk, and improve operational efficiency. We combine our proprietary technology with expert guidance to deliver measurable results and drive success for our clients. We support our clients with services, expertise, and guidance to ensure they are always ahead of the curve.
We specialize in developing cutting-edge software analytics and offering advisory and active risk management services to mortgage bankers, traders, investors, and banks. Our platform is revolutionizing the way home loans are formed and sold through the use of innovative real-time technology.
Compass Analytics empowers lenders with the tools they need to optimize pricing, manage risk, and improve operational efficiency. We combine our proprietary technology with expert guidance to deliver measurable results and drive success for our clients. We support our clients with services, expertise, and guidance to ensure they are always ahead of the curve.
Finance
Financial Services
Worth AI is an Orlando, Florida-based SaaS platform revolutionizing SMB onboarding and underwriting through AI.
We empower fintechs, lenders, and financial institutions with a single, intelligent platform to automate KYB, KYC, fraud detection, credit decisions, and risk monitoring in real time.
Worth AI’s data-driven approach reduces risks and eliminates biases by processing thousands of traditional and non-traditional data sources, enabling advanced risk modeling and comprehensive portfolio visibility. Our patent-pending platform delivers lightning-fast processing times and unparalleled accuracy, providing a unique user experience.
Founded in 2023, Worth AI is rapidly transforming the financial services landscape, pushing boundaries and rewriting the rulebook in fintech. We’re committed to economic inclusion for everyone and equitable decision-making through technology.
We empower fintechs, lenders, and financial institutions with a single, intelligent platform to automate KYB, KYC, fraud detection, credit decisions, and risk monitoring in real time.
Worth AI’s data-driven approach reduces risks and eliminates biases by processing thousands of traditional and non-traditional data sources, enabling advanced risk modeling and comprehensive portfolio visibility. Our patent-pending platform delivers lightning-fast processing times and unparalleled accuracy, providing a unique user experience.
Founded in 2023, Worth AI is rapidly transforming the financial services landscape, pushing boundaries and rewriting the rulebook in fintech. We’re committed to economic inclusion for everyone and equitable decision-making through technology.
Finance
Financial Services
CDC Small Business Finance is a leading SBA lender and nonprofit organization based in Arlington, Virginia, dedicated to empowering small businesses and communities across the United States.
We provide access to vital capital through SBA 504 loans, SBA Community Advantage loans, and impact investments, alongside comprehensive business advising and training programs. Our mission is to transform how capital and investments enable local leaders to build strong communities, create jobs, and generate wealth.
Since 1978, CDC Small Business Finance has delivered over $24 billion in financing, supporting 14,350 small businesses and 6 million people, and creating/preserving 298,000 jobs. We are proud to be recognized as an award-winning nonprofit and advocate for entrepreneurs, working alongside the Momentus Capital family of organizations to drive positive social and economic impact.
We provide access to vital capital through SBA 504 loans, SBA Community Advantage loans, and impact investments, alongside comprehensive business advising and training programs. Our mission is to transform how capital and investments enable local leaders to build strong communities, create jobs, and generate wealth.
Since 1978, CDC Small Business Finance has delivered over $24 billion in financing, supporting 14,350 small businesses and 6 million people, and creating/preserving 298,000 jobs. We are proud to be recognized as an award-winning nonprofit and advocate for entrepreneurs, working alongside the Momentus Capital family of organizations to drive positive social and economic impact.
Finance
Financial Services
ViewTrade is a New Jersey-based global fintech solutions provider, specializing in API-driven brokerage infrastructure and wealth-tech. Since 2000, we’ve empowered over 300 firms – from startups to established institutions – to deliver seamless cross-border retail investing experiences.
We connect financial services innovators with the technology and support they need to rapidly launch or scale their offerings. Our comprehensive suite of services includes FIX and Bloomberg connectivity, OATS & SEC 606 reporting, digital onboarding, and customized trading solutions.
At ViewTrade, we’re committed to being a trusted partner, not a competitor, dedicated to fueling the growth of the digital finance landscape. We combine modern technology with old-school service, providing expert support and fostering long-term relationships.
As the parent company of ViewTrade Technology Corporation and ViewTrade Securities Inc., we leverage decades of experience and a global network to drive innovation and deliver exceptional value to our clients.
We connect financial services innovators with the technology and support they need to rapidly launch or scale their offerings. Our comprehensive suite of services includes FIX and Bloomberg connectivity, OATS & SEC 606 reporting, digital onboarding, and customized trading solutions.
At ViewTrade, we’re committed to being a trusted partner, not a competitor, dedicated to fueling the growth of the digital finance landscape. We combine modern technology with old-school service, providing expert support and fostering long-term relationships.
As the parent company of ViewTrade Technology Corporation and ViewTrade Securities Inc., we leverage decades of experience and a global network to drive innovation and deliver exceptional value to our clients.
Finance
Financial Services
Oath is a leading fiduciary law office and commission-free financial advisory based in Tulsa, Oklahoma.
We help individuals and families plan for their future with confidence, focusing on estate planning and retirement strategies.
Oath distinguishes itself through a personalized, collaborative approach, removing the complexities and uncertainties surrounding long-term financial security. We prioritize building lasting relationships and providing clear, unbiased guidance to help our clients achieve their goals.
With a growing team of experienced professionals, Oath is dedicated to simplifying the financial planning process and empowering our clients to live fulfilling lives.
We serve clients across the United States, offering expert support in areas such as wills, trusts, and retirement income planning. Our commitment to client well-being is at the heart of everything we do.
We help individuals and families plan for their future with confidence, focusing on estate planning and retirement strategies.
Oath distinguishes itself through a personalized, collaborative approach, removing the complexities and uncertainties surrounding long-term financial security. We prioritize building lasting relationships and providing clear, unbiased guidance to help our clients achieve their goals.
With a growing team of experienced professionals, Oath is dedicated to simplifying the financial planning process and empowering our clients to live fulfilling lives.
We serve clients across the United States, offering expert support in areas such as wills, trusts, and retirement income planning. Our commitment to client well-being is at the heart of everything we do.
Finance
Financial Services
Globalfy is a US-based company specializing in simplifying U.S. business formation and ongoing operations for international entrepreneurs.
We empower global founders to establish and manage their businesses in the United States with confidence and ease. Our all-in-one platform provides comprehensive solutions, from initial company formation and address registration to bookkeeping, tax compliance, and virtual mail services.
Globalfy distinguishes itself through its dedicated support team, available in English, Spanish, and Portuguese, and its commitment to providing a seamless, stress-free experience for non-resident founders. We offer a range of plans to suit your needs, including Start, Essential, and Scale, and exclusive perks like credits on popular tools.
Founded in 2015 and now employing 73 people, Globalfy is a privately held company headquartered in Orlando, Florida, dedicated to supporting the global expansion of businesses.
We empower global founders to establish and manage their businesses in the United States with confidence and ease. Our all-in-one platform provides comprehensive solutions, from initial company formation and address registration to bookkeeping, tax compliance, and virtual mail services.
Globalfy distinguishes itself through its dedicated support team, available in English, Spanish, and Portuguese, and its commitment to providing a seamless, stress-free experience for non-resident founders. We offer a range of plans to suit your needs, including Start, Essential, and Scale, and exclusive perks like credits on popular tools.
Founded in 2015 and now employing 73 people, Globalfy is a privately held company headquartered in Orlando, Florida, dedicated to supporting the global expansion of businesses.
Finance
Financial Services
Engage fi is a leading Florida-based consulting firm specializing in guiding banks and credit unions through their strategic processes.
We help financial institutions optimize their operations and achieve lasting success by leveraging our deep industry expertise and a proven process.
With over 450 years of combined experience, our team of consultants, educators, and advocates provides strategic advisory, technology assessments, and performance benchmarking services, ultimately driving growth and efficiency for our clients. We focus on delivering innovative solutions and measurable results, ensuring our clients remain competitive in today’s dynamic financial landscape.
Our commitment to transparency, innovation, and client success has established us as a trusted partner for financial institutions seeking to navigate complex challenges and capitalize on emerging opportunities.
We help financial institutions optimize their operations and achieve lasting success by leveraging our deep industry expertise and a proven process.
With over 450 years of combined experience, our team of consultants, educators, and advocates provides strategic advisory, technology assessments, and performance benchmarking services, ultimately driving growth and efficiency for our clients. We focus on delivering innovative solutions and measurable results, ensuring our clients remain competitive in today’s dynamic financial landscape.
Our commitment to transparency, innovation, and client success has established us as a trusted partner for financial institutions seeking to navigate complex challenges and capitalize on emerging opportunities.
Finance
Financial Services
Monarch Capital Management Inc is a leading financial advisory firm based in Fort Wayne, Indiana, specializing in wealth management and investment strategies for high-net-worth individuals and families.
We provide comprehensive financial planning services, including retirement planning, estate planning, investment management, and tax optimization. Our experienced team works closely with clients to understand their unique goals and create tailored solutions to help them achieve financial security and long-term prosperity.
Monarch Capital Management Inc focuses on building lasting relationships with our clients, offering personalized attention and proactive guidance. We are committed to delivering exceptional service and helping our clients navigate the complexities of the financial landscape. We cater to sophisticated investors seeking a trusted partner to manage their assets and plan for the future.
With a strong foundation built on integrity and expertise, Monarch Capital Management Inc has been serving clients in the Midwest for over 20 years, consistently delivering superior results.
We provide comprehensive financial planning services, including retirement planning, estate planning, investment management, and tax optimization. Our experienced team works closely with clients to understand their unique goals and create tailored solutions to help them achieve financial security and long-term prosperity.
Monarch Capital Management Inc focuses on building lasting relationships with our clients, offering personalized attention and proactive guidance. We are committed to delivering exceptional service and helping our clients navigate the complexities of the financial landscape. We cater to sophisticated investors seeking a trusted partner to manage their assets and plan for the future.
With a strong foundation built on integrity and expertise, Monarch Capital Management Inc has been serving clients in the Midwest for over 20 years, consistently delivering superior results.
Finance
Financial Services
Smart Calculator is an Orlando, Florida-based mobile app development company specializing in branded apps for real estate agents, loan officers, and businesses.
We understand the challenges of creating effective mobile apps – the cost, complexity, and need for ongoing maintenance. Our mission is to provide affordable and user-friendly app solutions that help our clients build their brand and connect with their customers.
We offer a comprehensive suite of services, including mobile app design and development (iOS and Android), app optimization (ASO), and marketing strategies. We leverage technologies like React Native, Bootstrap, and Firebase to deliver high-quality, scalable apps. Founded in 2014, we’ve helped numerous real estate professionals and businesses establish a strong online presence through innovative mobile solutions.
We are committed to delivering exceptional value and building long-term partnerships with our clients. Contact us today for a demo and let us transform your vision into a reality.
We understand the challenges of creating effective mobile apps – the cost, complexity, and need for ongoing maintenance. Our mission is to provide affordable and user-friendly app solutions that help our clients build their brand and connect with their customers.
We offer a comprehensive suite of services, including mobile app design and development (iOS and Android), app optimization (ASO), and marketing strategies. We leverage technologies like React Native, Bootstrap, and Firebase to deliver high-quality, scalable apps. Founded in 2014, we’ve helped numerous real estate professionals and businesses establish a strong online presence through innovative mobile solutions.
We are committed to delivering exceptional value and building long-term partnerships with our clients. Contact us today for a demo and let us transform your vision into a reality.
Finance
Financial Services
Retirement Partner Advisors is a wealth management firm based in Saint Petersburg, Florida, specializing in comprehensive retirement plan solutions and holistic investment strategies.
We provide expert guidance to individuals and businesses seeking to strengthen their retirement plans, optimize their portfolios, and achieve long-term financial security. Our team of experienced advisors leverages over 85 years of collective industry knowledge to deliver personalized service and strategic advice.
Backed by Resource Investment Advisors (RIA), a leading SEC-registered investment advisor with over $39 billion in assets under management, we offer a robust and reliable approach to wealth management. We are dedicated to acting solely in our clients’ best interests, fostering strong partnerships built on trust and transparency.
Retirement Partner Advisors serves a diverse clientele across Florida, Puerto Rico, and South Carolina, helping them navigate the complexities of retirement planning and investment management.
We provide expert guidance to individuals and businesses seeking to strengthen their retirement plans, optimize their portfolios, and achieve long-term financial security. Our team of experienced advisors leverages over 85 years of collective industry knowledge to deliver personalized service and strategic advice.
Backed by Resource Investment Advisors (RIA), a leading SEC-registered investment advisor with over $39 billion in assets under management, we offer a robust and reliable approach to wealth management. We are dedicated to acting solely in our clients’ best interests, fostering strong partnerships built on trust and transparency.
Retirement Partner Advisors serves a diverse clientele across Florida, Puerto Rico, and South Carolina, helping them navigate the complexities of retirement planning and investment management.
Finance
Financial Services
The ARC Group is a Lincoln, Nebraska-based agricultural risk management consulting firm dedicated to helping producers professionally merchandise their grain. We’ve earned a reputation as a trusted partner, one client at a time.
Our approach is consistent and focused on minimizing risk and maximizing profits through a disciplined approach to futures decisions, carry, and basis. We develop the right program for your farm, understanding that not all farms manage risk in the same ways.
What sets The ARC Group apart is our commitment to implementing and executing a consistent, long-term risk management plan, independent of end-users. We focus on creating a strategy that minimizes risk and maximizes profit over the long term, utilizing a set of consistent principles to guide decision-making. We also specialize in managing the specific cash grain sales for each client by understanding their local cash market.
Our approach is consistent and focused on minimizing risk and maximizing profits through a disciplined approach to futures decisions, carry, and basis. We develop the right program for your farm, understanding that not all farms manage risk in the same ways.
What sets The ARC Group apart is our commitment to implementing and executing a consistent, long-term risk management plan, independent of end-users. We focus on creating a strategy that minimizes risk and maximizes profit over the long term, utilizing a set of consistent principles to guide decision-making. We also specialize in managing the specific cash grain sales for each client by understanding their local cash market.
Finance
Financial Services
West Bancorp is a leading residential mortgage lender serving Orange County, California, and the surrounding areas.
We specialize in providing a full suite of home loan products, including FHA, VA, Conventional, and Jumbo loans up to $2.5 million, catering to first-time homebuyers and borrowers with diverse credit profiles.
At West Bancorp, we’re committed to simplifying the mortgage process through expert guidance, low down payment options, and strategic partnerships with realtors. Our dedicated team focuses on delivering exceptional service and helping clients achieve their homeownership dreams.
Founded in 2012, West Bancorp has quickly established a reputation for reliability and innovation in the financial services sector, with a current staff of 2-50 employees.
We specialize in providing a full suite of home loan products, including FHA, VA, Conventional, and Jumbo loans up to $2.5 million, catering to first-time homebuyers and borrowers with diverse credit profiles.
At West Bancorp, we’re committed to simplifying the mortgage process through expert guidance, low down payment options, and strategic partnerships with realtors. Our dedicated team focuses on delivering exceptional service and helping clients achieve their homeownership dreams.
Founded in 2012, West Bancorp has quickly established a reputation for reliability and innovation in the financial services sector, with a current staff of 2-50 employees.
Finance
Financial Services
American Home Loans is a leading residential correspondent lender based in St. Petersburg, Florida, specializing in mortgage solutions for homeowners across the Southeastern United States.
We provide a comprehensive suite of lending services, including conventional prime loans, FHA, and VA loans, catering to both refinancing and new purchases.
American Home Loans distinguishes itself through its commitment to personalized service and a streamlined lending process, helping clients achieve their real estate goals with efficiency and expertise. We are a top Premier & Preferred Lender, licensed in multiple states, and dedicated to building long-term relationships with our clients and partners.
Founded in 2007, we’ve grown to a team of 11-50 professionals, providing exceptional service to our clients.
We provide a comprehensive suite of lending services, including conventional prime loans, FHA, and VA loans, catering to both refinancing and new purchases.
American Home Loans distinguishes itself through its commitment to personalized service and a streamlined lending process, helping clients achieve their real estate goals with efficiency and expertise. We are a top Premier & Preferred Lender, licensed in multiple states, and dedicated to building long-term relationships with our clients and partners.
Founded in 2007, we’ve grown to a team of 11-50 professionals, providing exceptional service to our clients.
Finance
Financial Services
Talon Wealth is a retirement planning firm based in The Villages, Florida, dedicated to helping individuals and families achieve financial clarity and security in their later years.
We specialize in comprehensive wealth management strategies, encompassing retirement income planning, investment management, and estate planning. Our team of experienced financial planners works closely with each client to understand their unique goals, risk tolerance, and family circumstances.
At Talon Wealth, we prioritize building long-term relationships based on trust and transparency. We offer personalized solutions tailored to your specific needs, ensuring you can confidently navigate the complexities of retirement and protect your legacy. We focus on providing a holistic approach to wealth management, integrating financial planning with estate and tax strategies to maximize your assets and minimize your liabilities.
With offices in The Villages, Naples, Tampa, Clearwater & St. Petersburg, and Orlando, we are committed to serving clients throughout Florida. We believe that when it comes to planning your financial future, understanding your goals in life is fundamental to determining how we will get there.
We specialize in comprehensive wealth management strategies, encompassing retirement income planning, investment management, and estate planning. Our team of experienced financial planners works closely with each client to understand their unique goals, risk tolerance, and family circumstances.
At Talon Wealth, we prioritize building long-term relationships based on trust and transparency. We offer personalized solutions tailored to your specific needs, ensuring you can confidently navigate the complexities of retirement and protect your legacy. We focus on providing a holistic approach to wealth management, integrating financial planning with estate and tax strategies to maximize your assets and minimize your liabilities.
With offices in The Villages, Naples, Tampa, Clearwater & St. Petersburg, and Orlando, we are committed to serving clients throughout Florida. We believe that when it comes to planning your financial future, understanding your goals in life is fundamental to determining how we will get there.
Finance
Financial Services
Sirius AI is a leading AI solutions provider based in Jersey City, New Jersey, specializing in transforming the financial services industry.
We deliver AI-first strategies and solutions for banks and insurers, combining cutting-edge technical expertise with industry-specific domain knowledge. Our approach focuses on creating measurable ROI at speed and scale, utilizing pre-built modules, expert partners, and enterprise-grade governance.
Sirius AI distinguishes itself through its focus on ‘Agentic AI’ – autonomously planning and acting across workflows – and its ‘FS Native + AI Masters’ team, comprised of veterans in banking, payments, and fintech, fluent in today’s AI stack. We’re dedicated to driving innovation and delivering tangible business outcomes for our clients.
With over 70 financial institutions served and a commitment to execution at speed, Sirius AI empowers organizations to embrace AI transformation and achieve significant operational improvements.
We deliver AI-first strategies and solutions for banks and insurers, combining cutting-edge technical expertise with industry-specific domain knowledge. Our approach focuses on creating measurable ROI at speed and scale, utilizing pre-built modules, expert partners, and enterprise-grade governance.
Sirius AI distinguishes itself through its focus on ‘Agentic AI’ – autonomously planning and acting across workflows – and its ‘FS Native + AI Masters’ team, comprised of veterans in banking, payments, and fintech, fluent in today’s AI stack. We’re dedicated to driving innovation and delivering tangible business outcomes for our clients.
With over 70 financial institutions served and a commitment to execution at speed, Sirius AI empowers organizations to embrace AI transformation and achieve significant operational improvements.
Finance
Financial Services
US Leasing and Equipment Finance, LLC is a leading provider of leasing and financing solutions specifically tailored for Higher Education institutions and Non-Profit Organizations, based in Irvine, California.
We empower colleges and universities to acquire essential technology, equipment, and facilities without straining their budgets. Our dedicated team of finance experts leverages over 20 years of experience in the sector to deliver straightforward, customized programs designed to meet the unique financial needs of these organizations.
What sets us apart is our commitment to providing flexible, out-of-the-box solutions, coupled with the financial strength to offer competitive payment terms. We handle everything from student technology upgrades to building improvements, ensuring institutions can focus on their core mission – providing exceptional educational experiences. We’ve financed over 1200 institutions and 5000 transactions across the U.S.
We empower colleges and universities to acquire essential technology, equipment, and facilities without straining their budgets. Our dedicated team of finance experts leverages over 20 years of experience in the sector to deliver straightforward, customized programs designed to meet the unique financial needs of these organizations.
What sets us apart is our commitment to providing flexible, out-of-the-box solutions, coupled with the financial strength to offer competitive payment terms. We handle everything from student technology upgrades to building improvements, ensuring institutions can focus on their core mission – providing exceptional educational experiences. We’ve financed over 1200 institutions and 5000 transactions across the U.S.
Finance
Financial Services
Ceredex Value Advisors is a leading investment management firm based in Orlando, Florida, specializing in value equity portfolios for institutional and individual clients.
With a history tracing back to 1989, we apply fundamental research to identify undervalued companies across the U.S. market capitalization spectrum. Our experienced team of portfolio managers and analysts focuses on delivering consistent returns through a variety of market conditions.
At Ceredex, we believe in a blend of intellectual rigor and deft execution – a combination that allows us to navigate market complexities and generate superior investment outcomes. We are an affiliated manager of Virtus Investment Partners, Inc., committed to the long-term success of our investors. We prioritize client relationships and maintain a team-driven culture focused on delivering exceptional service.
With a history tracing back to 1989, we apply fundamental research to identify undervalued companies across the U.S. market capitalization spectrum. Our experienced team of portfolio managers and analysts focuses on delivering consistent returns through a variety of market conditions.
At Ceredex, we believe in a blend of intellectual rigor and deft execution – a combination that allows us to navigate market complexities and generate superior investment outcomes. We are an affiliated manager of Virtus Investment Partners, Inc., committed to the long-term success of our investors. We prioritize client relationships and maintain a team-driven culture focused on delivering exceptional service.
Finance
Financial Services
1st Florida Lending is a direct mortgage lender based in Orlando, Florida, specializing in providing a wide range of loan programs to homeowners and investors throughout Florida and California.
We cater to a diverse clientele, including first-time homebuyers, self-employed individuals, and investors seeking commercial or non-owner-occupied properties. Our core mission is to simplify the mortgage process and offer tailored solutions to meet each client’s unique financial needs.
What distinguishes 1st Florida Lending is our willingness to work with challenging loan scenarios and our commitment to personalized service. We offer over 48 loan programs, including No Doc and Construction-to-Perm options, and pride ourselves on fast approvals and competitive rates. We are a proud member of the Better Business Bureau and dedicated to supporting our community through charitable contributions.
Founded in 2007, 1st Florida Lending has built a strong reputation for expertise and reliability, serving Florida and California for over a decade. We are committed to providing exceptional customer service and helping our clients achieve their real estate goals.
We cater to a diverse clientele, including first-time homebuyers, self-employed individuals, and investors seeking commercial or non-owner-occupied properties. Our core mission is to simplify the mortgage process and offer tailored solutions to meet each client’s unique financial needs.
What distinguishes 1st Florida Lending is our willingness to work with challenging loan scenarios and our commitment to personalized service. We offer over 48 loan programs, including No Doc and Construction-to-Perm options, and pride ourselves on fast approvals and competitive rates. We are a proud member of the Better Business Bureau and dedicated to supporting our community through charitable contributions.
Founded in 2007, 1st Florida Lending has built a strong reputation for expertise and reliability, serving Florida and California for over a decade. We are committed to providing exceptional customer service and helping our clients achieve their real estate goals.
Finance
Financial Services
Precision Wealth is a US-based financial advisory firm located in Irvine, California, specializing in comprehensive wealth management solutions.
We serve individuals and families seeking to build and preserve their financial security, offering a personalized approach to retirement planning, investment management, and estate planning. Our core mission is to provide tailored financial strategies that align with our clients’ unique goals and circumstances, fostering long-term financial stability and peace of mind.
What distinguishes Precision Wealth is our commitment to a fiduciary standard, prioritizing our clients’ best interests above all else. We combine decades of experience with a deep understanding of tax regulations, risk management, and market trends to deliver customized solutions that help our clients achieve their financial aspirations. We’re dedicated to building lasting relationships based on trust and transparency.
Founded in 2001, Precision Wealth has grown to serve a diverse clientele, consistently earning a reputation for excellence and client satisfaction. We pride ourselves on our team of experienced professionals and our commitment to providing exceptional service.
We serve individuals and families seeking to build and preserve their financial security, offering a personalized approach to retirement planning, investment management, and estate planning. Our core mission is to provide tailored financial strategies that align with our clients’ unique goals and circumstances, fostering long-term financial stability and peace of mind.
What distinguishes Precision Wealth is our commitment to a fiduciary standard, prioritizing our clients’ best interests above all else. We combine decades of experience with a deep understanding of tax regulations, risk management, and market trends to deliver customized solutions that help our clients achieve their financial aspirations. We’re dedicated to building lasting relationships based on trust and transparency.
Founded in 2001, Precision Wealth has grown to serve a diverse clientele, consistently earning a reputation for excellence and client satisfaction. We pride ourselves on our team of experienced professionals and our commitment to providing exceptional service.
Finance
Financial Services
Company Name | Location | Category | Employees | Accuracy | Website | |
|---|---|---|---|---|---|---|
Irvine, United States (US) | Finance and Banking Finance and Banking | 100-150 | info@financedta.com | http://www.FinanceDTA.com | ||
Greensboro, United States (US) | Finance and Banking Finance and Banking | 100-150 | info@vfccu.org | https://vfccu.org/ | ||
Houston, United States (US) | Finance and Banking Finance and Banking | 50-100 | service@beyond-wm.com | http://www.beyond-wm.com | ||
Jersey City, United States (US) | Finance and Banking Finance and Banking | 50-100 | recruit@scientechresearch.io | https://www.scientechresearch.io/ | ||
Bensalem Township, United States (US) | Finance and Banking Finance and Banking | 50-100 | contact@fundingmetrics.com | https://www.fundingmetrics.com | ||
Plano, United States (US) | Finance and Banking Finance and Banking | 150-200 | info@fishersmb.com | https://www.fishersmb.com/ | ||
Norwalk, United States (US) | Finance and Banking Finance and Banking | 100-150 | info@nmef.com | http://www.nmef.com | ||
Irvine, United States (US) | Finance and Banking Finance and Banking | 50-100 | brokeradmin@stgmortgage.com | https://www.stgmortgage.com | ||
Irvine, United States (US) | Finance and Banking Finance and Banking | 100-150 | info@pacificpremiertrust.com | https://www.pacificpremiertrust.com | ||
Memphis, United States (US) | Finance and Banking Finance and Banking | 150-200 | info@diversifiedtrust.com | http://www.diversifiedtrust.com | ||
Jersey City, United States (US) | Finance and Banking Finance and Banking | 50-100 | info@wallachbeth.com | http://www.wallachbeth.com | ||
Irvine, United States (US) | Finance and Banking Finance and Banking | 50-100 | info@firstncc.com | http://firstncc.com | ||
Saint Petersburg, United States (US) | Finance and Banking Finance and Banking | 100-150 | info@eagleasset.com | http://www.eagleasset.com | ||
Irvine, United States (US) | Finance and Banking Finance and Banking | 50-100 | info@exceleratecapital.com | https://www.ExcelerateCapital.com | ||
Irvine, United States (US) | Finance and Banking Finance and Banking | 50-100 | wecare@stratus.finance | https://www.stratus.finance | ||
Plano, United States (US) | Finance and Banking Finance and Banking | 50-100 | info@rpoa.com | http://www.moneymatters.net | ||
Orlando, United States (US) | Finance and Banking Finance and Banking | 50-100 | info@ecapital.com | http://www.eCapital.com | ||
San Diego, United States (US) | Finance and Banking Finance and Banking | 50-100 | info@cfohub.com | http://www.cfohub.com | ||
Jersey City, United States (US) | Finance and Banking Finance and Banking | 50-100 | info@quodd.com | http://www.quodd.com | ||
New York, United States (US) | Finance and Banking Finance and Banking | 50-100 | info@missioncap.com | https://www.missioncap.com | ||
New Jersey, United States (US) | Finance and Banking Finance and Banking | 50-100 | contact@greenpaytech.io | http://GreenPayTech.io | ||
New York, United States (US) | Finance and Banking Finance and Banking | 100-150 | info@graphitefinancial.com | http://www.graphitefinancial.com | ||
Irvine, United States (US) | Finance and Banking Finance and Banking | 150-200 | info@pacificadvisors.com | http://www.pacificadvisors.com | ||
Plano, United States (US) | Finance and Banking Finance and Banking | 50-100 | info@dms.net | http://www.dms.net | ||
San Antonio, United States (US) | Finance and Banking Finance and Banking | 100-150 | info@liftfund.com | http://www.liftfund.com | ||
Plano, United States (US) | Finance and Banking Finance and Banking | 100-150 | info@mytaxfiler.com | https://www.mytaxfiler.com/ | ||
Orlando, United States (US) | Finance and Banking Finance and Banking | 50-100 | info@viewpost.com | http://www.viewpost.com | ||
Irvine, United States (US) | Finance and Banking Finance and Banking | 100-150 | info@clearedgelending.com | http://www.clearedgelending.com | ||
Oakland, United States (US) | Finance and Banking Finance and Banking | 100-150 | info@tmcfinancing.com | http://www.tmcfinancing.com | ||
Orlando, United States (US) | Finance and Banking Finance and Banking | 50-100 | info@qwil.co | http://www.qwil.co/ | ||
Draper, United States (US) | Finance and Banking Finance and Banking | 50-100 | info@scalar.io | https://www.scalar.io | ||
San Francisco, United States (US) | Finance and Banking Finance and Banking | 50-100 | info@compass-analytics.com | http://www.compass-analytics.com | ||
Orlando, United States (US) | Finance and Banking Finance and Banking | 50-100 | info@worthai.com | http://worthai.com | ||
San Diego, United States (US) | Finance and Banking Finance and Banking | 150-200 | info@cdcloans.com | http://www.cdcloans.com | ||
Jersey City, United States (US) | Finance and Banking Finance and Banking | 100-150 | info@viewtrade.com | https://www.viewtrade.com | ||
Tulsa, United States (US) | Finance and Banking Finance and Banking | 100-150 | info@planwithoath.com | http://www.planwithoath.com | ||
Orlando, United States (US) | Finance and Banking Finance and Banking | 50-100 | accounts@globalfy.com | http://www.globalfy.com | ||
Orlando, United States (US) | Finance and Banking Finance and Banking | 100-150 | info@engagefi.com | https://engagefi.com/ | ||
Fort Wayne, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@monarchcapitalmgmt.com | http://www.monarchcapitalmgmt.com | ||
Orlando, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@quickconsultingandmgmt.com | https://quickconsultingandmgmt.com/ | ||
Saint Petersburg, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@rpa-401k.com | http://www.rpa-401k.com/ | ||
Lincoln, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@agriskconsulting.net | http://agriskconsulting.net/ | ||
Irvine, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@westbancorp.net | http://WestBancorp.net | ||
St. Petersburg, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@myamericanhomeloan.com | http://www.myamericanhomeloan.com | ||
The Villages, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@talonwm.com | http://www.TalonWM.com | ||
Jersey City, United States (US) | Finance and Banking Finance and Banking | 100-150 | contactus@siriusai.com | http://www.siriusai.com | ||
Irvine, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@uslef.com | https://uslef.com | ||
Orlando, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@ceredexvalue.com | https://www.ceredexvalue.com | ||
Orlando, Florida, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@1floridalending.com | https://1floridalending.com | ||
Irvine, United States (US) | Finance and Banking Finance and Banking | 10-20 | mfrankel@parklandrep.com | http://www.precisionwealth.com |
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Frequently asked questions
Updated 23 October 2026
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