Financial Services Companies Worldwide
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At Capstone Financial Group, our dedicated team is committed to helping clients achieve their financial goals through clear, candid advice and personalized strategies. We’ve been cultivating relationships for over 20 years, guiding diverse clients through every stage of their financial journey.
As an independent financial services company, we prioritize unbiased recommendations and collaborative planning, ensuring your short- and long-term aspirations are met. We are dedicated to empowering a diverse range of clients to make financial decisions and live their lives with the confidence to accomplish all their financial goals and dreams.
We provide accessible home financing solutions, including HUD 184 loans, to individuals and families across Alaska, regardless of race, nationality, or income. Our services encompass comprehensive homeownership counseling and a streamlined online application process, making the dream of homeownership a reality for more people.
As a wholly owned subsidiary of the Cook Inlet Housing Authority, we leverage a diverse funding base – including grants from Wells Fargo and the NACA CDFI Fund, as well as loans from the Alaska Housing Finance Corporation and Bank2 – to support our mission of fostering economic stability and community growth. We currently employ 16 people and have been serving the community since 2001.
We partner with skilled nursing facilities, CCRCs, assisted living facilities, and other healthcare providers to increase profitability and efficiency. Our core mission is to help facilities collect their receivables faster, reduce bad debt, and improve overall financial health.
Nielson Financial Services offers a comprehensive suite of services, including feasibility studies for senior living, healthcare billing services, and contingency collections, with a proven track record of success – consistently collecting over 94% of outstanding receivables within 30 days. We provide expert guidance and support to ensure optimal financial performance and employee satisfaction.
Founded in 2003 by Kenneth "Tree" Nielson and Cy Pizam, both MBA graduates with extensive healthcare finance experience, Nielson Financial Services brings over 30 years of combined expertise to every client engagement.
We specialize in providing flexible financing solutions, including equipment leasing, startup leasing, and working capital loans, to entrepreneurs and growing businesses.
At ELEASE, we understand the unique challenges faced by small business owners, and our approach is built on building strong relationships and offering personalized service. We’re entrepreneurs ourselves, dedicated to helping you achieve your business goals with reliable and accessible funding.
Founded in 1995, ELEASE has a long history of supporting businesses of all sizes, and we’re committed to providing innovative financing options and exceptional customer service.
We provide a client-centric approach, combining decades of investment experience with cutting-edge fintech to deliver tailored solutions. Our team of experienced advisors focuses on building long-term relationships and achieving your unique financial goals.
Merritt Point Wealth Advisors differentiates itself through a commitment to collaboration, technological innovation, and a dedication to exceeding client expectations. We offer a range of services, including ultra-high-net-worth planning, tax-efficient investing, and alternative investments, all designed to help you navigate the complexities of wealth management.
Founded in 2019, Merritt Point Wealth Advisors has quickly gained recognition for its commitment to excellence, as evidenced by being named a Forbes 2026 Top Wealth Advisor Best-In-State for Connecticut and an AdvisorHub Advisors to Watch in 2025. We are proud to serve clients across the Northeast and beyond.
We focus on identifying and investing in high-potential companies across various sectors, mirroring the pioneering spirit of Roger Bannister, who shattered a seemingly impossible barrier. Just as he challenged conventional wisdom, we seek out and support businesses that are pushing boundaries and redefining what’s possible.
Our approach centers on strategic partnerships and deep industry expertise, providing the resources and guidance needed to scale and achieve significant growth. We are dedicated to helping entrepreneurs achieve their vision and build lasting success.
Founded in 2018, Sub-Four Capital has quickly established a reputation for insightful investment decisions and a commitment to fostering innovation. We operate through a network of affiliated companies, including Sub-Four Capital Advisers and Sub-Four Capital Management, each contributing unique capabilities to our overall strategy.
We empower businesses, particularly those in high-growth verticals like subscription services and DTC supplements, to streamline their payment workflows and maximize approval rates. Our core offering, VERA, facilitates rapid onboarding through conversational AI, eliminating traditional, time-consuming application processes.
What sets Von Payments apart is our commitment to orchestration and tokenization – VORA dynamically routes transactions across multiple acquirers, leveraging network tokens to ensure card validity even through reissues, and lifecycle management to minimize declined transactions. We provide a single integration for global reach, supporting diverse payment rails and facilitating seamless expansion into new markets.
Founded in 2021 and currently employing 6-50 people, Von Payments is dedicated to delivering a modern, efficient, and reliable payment solution, backed by 99.99% uptime and a focus on continuous innovation.
For over 60 years, we’ve built a reputation for delivering practical approaches and effective solutions to complex financing scenarios. We specialize in supporting cities, counties, school districts, transportation authorities, utilities, and water agencies with their bond financing needs, including continuing disclosure and aftermarket services.
Our team of seasoned professionals, many holding the more rigorous Series 54 Principal Exam, combines financial analysis with business management expertise, offering a diverse perspective and strategic insights. We are committed to building enduring relationships and delivering lasting value to our clients.
As an employee-owned firm, Fieldman prioritizes long-term thinking and accountability, ensuring we can consistently support our clients and communities.
We analyze investor sentiment through our proprietary AI algorithm, identifying irrational market movements and predicting future stock market trends.
OVTLYR empowers traders to make data-driven decisions, capitalizing on fear and greed, and mitigating risk – offering a unique edge in the market. Our platform delivers broad-market behavioral analytics, covering over 2,000 US-listed stocks and ETFs, and includes real-time trading alerts and comprehensive training resources.
Built by math nerds obsessed with stock trading signals, OVTLYR is priced to deliver exceptional value and results.
We partner with founder and family-owned businesses, guiding them through thoughtful transitions and complex transactions. With over 70 years of combined experience and a track record of 250+ successful acquisitions, totaling $4B+ in enterprise value, we provide a disciplined and experienced approach to deal origination.
Our expertise spans across various industries, including platform and add-on acquisitions, ensuring optimal outcomes for all stakeholders. We are committed to building enduring relationships based on trust and a long-term perspective. Add-on Acquisitions, Platform Acquisitions, and Corporate Development are key areas of our focus.
Dispu protects revenue by reducing chargeback ratios and safeguarding merchant accounts. We provide a full suite of tools to fight fraud and limit chargeback exposure, offering real-time protection against costly chargebacks.
What sets Dispu apart is our automated prevention engine, which combines real-time network integrations, automated workflows, and advanced dispute analytics to automatically resolve alerts, refund fraud attempts, and submit full issuer-grade evidence packages. Our revenue stabilized within the first two billing cycles for many of our clients. We’ve helped over 500+ happy users rely on Dispu for chargeback assistance. Trusted by 300+ brands, our platform insights at a glance include over 0 high-risk BINs monitored in real time, 0% alert resolution automation accuracy, and +0 integrations supported across processors & networks.
At JET Advantage Mortgage, we understand the challenges faced by today’s borrowers, particularly those with non-traditional financial profiles. Our core service is to streamline the loan process and provide access to 100% CLTV DPA financing, enabling clients to purchase homes with greater flexibility.
What sets us apart is our commitment to speed and efficiency, combined with a deep understanding of Non-QM lending requirements. We leverage cutting-edge technology and a dedicated team to deliver exceptional service and results. We are a registered DBA of OCMBC, Inc. NMLS ID #2125. Equal Housing Lender. All rights reserved. Some products may not be available in all states. Programs and rates are subject to change without notice. Turn time estimates are no longer warranted or guaranteed. Some restrictions may apply. Underwriting terms and conditions apply and not all applicants will qualify. This is not a commitment to lend. For more licensing information, visit the Nationwide Multistate Licensing System’s Consumer Access website www.nmlsconsumeraccess.org @ https://nmlsconsumeraccess.org/EntityDetails.aspx/COMPANY/2125 . For our licensing information and lists please visit: https://ocmbc.com/licensing-ocmbc/.
We understand that facing debt can be overwhelming. Our experienced counselors offer personalized assessments, helping you understand your options and make informed decisions. We prioritize client education, budget awareness, and a collaborative approach to debt resolution.
Unlike many debt settlement companies, Progressive Debt Relief charges no upfront fees. Our commitment is to work tirelessly on your behalf, negotiating with creditors to reduce your outstanding balances. We are registered with the DFPI Under CCFPL - Registration Number 01-CCFPL-1635084-3481660. NMLS ID 1635084. C.P.D Reg. No. T.S 12-03825. We are not a credit services organization and do not guarantee specific outcomes. Please review all program materials prior to enrollment.
We specialize in distributing and deploying top-tier payment terminals from trusted brands like PAX, Dejavoo, Ingenico, and Verifone. Our focus is on delivering reliable, innovative POS hardware and PIN pads that streamline transactions, enhance customer experiences, and ultimately drive business growth for our partners.
Allstar Terminals offers comprehensive terminal deployment solutions, backed by dedicated support, ensuring a seamless and efficient payment processing experience. We are committed to providing the tools and expertise needed to thrive in today’s dynamic payments landscape.
Founded in 2022, Allstar Terminals has quickly established itself as a trusted partner, supporting over 350 businesses with a team of 3 professionals. We pride ourselves on our responsiveness and commitment to customer satisfaction.
Founded in 1999 by James Christensen Jr., inSOURCE began as a single-person operation selling insurance from his car. Over the decades, we’ve grown to a team of 80 financial professionals across 13 states, driven by a core mission: to deliver the best financial outcomes, transparent costs, and total peace of mind to our clients.
From humble beginnings to our current position as a leading financial advisory firm, inSOURCE remains dedicated to serving clients wherever they are – whether it’s a farmhouse table, a factory break room, or a corporate boardroom. We’re proud of our legacy of providing exceptional service and building enduring partnerships. We are committed to providing the best financial outcomes, transparent costs, and total confidence about their financial planning.
We specialize in streamlining HR, payroll, and accounting processes for businesses, allowing them to focus on growth and core operations. Our comprehensive suite of services includes industry-leading HR solutions, simplified payroll processing, and robust accounting services – all designed to alleviate the administrative burden of managing these critical functions.
Platinum Group distinguishes itself through a dedicated team focused on solving the challenges businesses face with HR, payroll, and accounting. We provide a hassle-free experience, taking care of the complexities so you can concentrate on what matters most: building your business. We’ve been supporting businesses since 2000, and continue to scale our operations to meet the evolving needs of our clients.
We provide bridge loans, conventional loans, and SBA 504 loans to businesses and investors across the United States.
BLC Lending distinguishes itself through its streamlined processes, expert guidance, and commitment to delivering flexible financing solutions, often completing complex transactions in record time. We’ve facilitated over $645 million in closed loans since our inception and manage $320 million in assets.
Our team works closely with borrowers to understand their unique needs and provide tailored financing options, supporting growth and investment in commercial real estate projects.
We are passionate about helping you build a solid pathway to your financial dreams, offering client-centered processes focused on developing a roadmap to help you build, protect, and transition your wealth.
As an independent financial advisory firm, Stonebridge Financial Planning Group is committed to providing all clients with thorough, customized financial solutions. We specialize in working with women and their families, guiding them through life transitions, asset management, and retirement planning.
Our team, comprised of CERTIFIED FINANCIAL PLANNER™ Professionals and Certified Divorce Financial Analysts®, is here to demystify the complexities of finance and empower you to achieve your goals. We’re with you every step of the way, creating a positive impact on your financial future.
We focus on asymmetric convex investment solutions, helping our clients identify inflection points, build and structure trades, and ultimately harvest gains while managing risk.
Silverback Asset Management provides a dedicated service to sophisticated investors seeking tailored investment strategies and a proactive approach to capital deployment. We prioritize building long-term relationships based on trust and transparency.
Our commitment to excellence and deep industry knowledge allows us to consistently deliver strong performance for our clients.
We provide a comprehensive, turn-key solution for HFT firms, encompassing access to trading and working capital through our strategic partner, Bay Head CI US Holdings LLC, alongside high-speed connectivity, proprietary software, and pre-negotiated agreements with leading global banks.
TXC streamlines the entire process, reducing time to market, minimizing costs, and offering access to capital – all while allowing trading teams to retain ownership of their strategies. Our services are designed to accelerate the growth and success of HFT ventures, offering a robust and efficient infrastructure.
Founded in 2009, Trading Cross Connects has established itself as a trusted partner for ambitious trading teams seeking a competitive edge.
Our experienced team of experts begins by conducting a comprehensive financial analysis to understand your unique situation and create a customized debt settlement plan. We then engage in open and transparent communication with your creditors, working diligently to secure favorable terms – often reducing the principal amount, lowering interest rates, or negotiating more flexible repayment schedules.
What sets Alliance Settlement apart is our commitment to providing personalized support and guidance throughout the entire process. We offer clear, honest savings estimates, bank-level encryption to protect your data, and no upfront fees. Since 2021, we’ve resolved over $91 million in debt for thousands of clients, and we’re committed to helping you achieve financial freedom. We’re proud to be a BBB-accredited business, trusted by our clients for integrity and exceptional service.
Our services include financial planning, investment management, estate planning, insurance solutions and corporate 401K plans. We are focused on client satisfaction through the efficient delivery of optimal financial solutions unique to each client.
Etico is committed to embracing your unique philosophy and making your goals your reality. That is why we have a full staff of specialized staff to support our advisors in delivering exceptional service. We offer a full suite of back-office support, intuitive technology, and a dedicated advisor support team to help you scale your practice while retaining 100% of your book of business.
We provide fiduciary, fee-only services, integrating tax, estate, and personal financial planning alongside investment advisory. Our goal is to simplify complex financial affairs, empowering clients to focus on achieving their personal goals.
As a trusted partner, ARS Wealth Advisors offers a holistic approach, combining decades of experience with a client-focused approach to investing and strategic financial guidance. We help clients build and preserve wealth while navigating life’s significant milestones.
Founded in 1997, ARS Wealth Advisors has grown to serve a diverse clientele, consistently prioritizing personalized service and long-term financial success. We currently employ 20 professionals across our offices in St Petersburg and Gainesville, Florida.
We specialize in facilitating efficient, high-quality real estate wealth transactions, delivering both active and passive tax-advantaged real estate wealth transfer strategies to advisors and their clients.
RCX Capital Group bridges expertise across various ecosystems, providing capital raising, due diligence, and advisory services to institutions, real estate sponsors, family offices, and wealth managers, leveraging technology, data, and AI to deliver precision and care.
As a leader in the industry, we offer unbiased guidance and innovative opportunities tailored to meet complex needs.
Our team of expert loan officers specializes in identifying the best rate and terms for loans tied to residential or commercial real estate assets – ranging in value from $100,000 to $18 million and beyond – structured to your particular situation and investment goals.
We provide a streamlined application and expedited turnaround for qualified borrowers, funding often in just days. We believe in a hands-on approach, creating and managing opportunities to ensure maximum value for everyone we work with.
LendingXpress has originated over $558 million in loans and manages a real estate debt fund with a 9% target annual return.
We serve ambitious financial advisors seeking to grow their practices and achieve their financial goals, offering a boutique experience focused on personalized service and tailored solutions.
As a nationally certified MBE firm, Essex Securities distinguishes itself through long-term relationships, a dedicated team of experienced professionals, and a commitment to responsiveness – ensuring advisors have the resources and support they need to thrive in any market. We prioritize building a trusted partnership, delivering the right resources, and fostering a dynamic and driven environment.
Founded in 1994, Essex Securities has a proven track record of success, operating as a member of FINRA, MSRB, and SIPC, and maintaining a strong commitment to regulatory compliance.
We help financial institutions and businesses improve transparency and efficiency through our core offerings in credit risk management and data analytics.
Our approach centers on leveraging cutting-edge technology to streamline credit processes, reduce risk, and enhance decision-making. Founded in 2018 by technologist and credit expert Tim Ranney, Fintech Credit Innovations, Inc. is dedicated to transforming the financial landscape with smarter, more reliable solutions.
We are committed to delivering robust, scalable platforms that meet the evolving needs of our clients, supporting their growth and success in today’s dynamic market.
We understand that unexpected financial challenges arise, and we’re dedicated to offering accessible and reliable personal loans to help you manage credit card debt, cover urgent needs, or plan for significant life events. Our focus is on empowering individuals to achieve their financial goals with transparency and support.
Liberty1 Financial distinguishes itself through a commitment to personalized service, offering options for all credit situations and rates starting as low as 6.99% APR. We’re here to provide a stress-free borrowing experience rooted in trust and understanding, helping you build a strong financial foundation.
Since 1987, Wholehan Marketing has grown to become a respected and trusted name in the insurance industry, offering a consultative approach to case design, product solutions, underwriting, and suitability guidance. We specialize in Life Insurance, Long-Term Care Insurance, Annuities, Disability Insurance, and Advanced Markets, leveraging our extensive relationships with over 80 insurance carriers to support our clients’ growth.
What sets Wholehan Marketing apart is our commitment to building strong, long-term partnerships and providing tailored solutions to meet the unique needs of each advisor. We offer a wide range of tools and support, including Agent Tools, quote requests, sales training, and marketing resources, all designed to help our clients succeed. We are dedicated to providing the best possible service and expertise to our partners, ensuring they have the resources they need to thrive in today’s competitive market.
We provide comprehensive financial planning, guidance, and management services for high-net-worth individuals and families, focusing on your financial well-being and delivering forthright, objective guidance to simplify the complexities of multi-generational wealth.
At GenCrest, we offer a highly engaging approach to wealth, encompassing Private Wealth Strategies, Tax Planning, Business Exit Planning, and Divorce Consulting. Our team of experienced professionals combines expertise in family office administration, investment management, and estate planning to create tailored solutions that meet your unique needs.
Our Family Office model offers a high level of care and concierge service, while our Certified Exit Planning Advisors® guide clients through every phase of a business transition. We are committed to preserving capital and ensuring a smooth and prosperous future for generations to come.
Founded in 2009, Tree Bright Financial acquires, operates, and grows wholly-owned businesses across four key verticals: commercial real estate, financial services, retail operations, and professional business services. Unlike traditional private equity firms, we are a permanent capital vehicle – we build and operate businesses for the long term, not for an exit timeline.
We deploy institutional-grade systems and technology across our portfolio, driving measurable improvements in efficiency and operational decision-making. Our disciplined approach, combined with a team of experienced principals, ensures durable competitive advantages and sustainable growth.
Our mission is to drive enterprise value for our portfolio companies through strategic capital deployment, technology innovation, and operational excellence. We partner closely with leaders to shape the future of financial services, leveraging over 30 years of combined investing and operating experience.
Austin Capital Partners brings a unique blend of family office backed capital, flexibility, and a long-term perspective to every investment, ensuring sustainable growth and lasting impact. We specialize in financial technology, banks, and fund investments, helping our clients navigate the evolving landscape of the industry.Fintech, Financial Institutions, and Venture Capital are at the core of our work.
We specialize in navigating the complexities of the Florida Retirement System (FRS) and assisting clients with pension rollovers, deferred retirement options, and other employer plans. Our team provides comprehensive financial advice, including investment management, insurance planning, and estate planning, all tailored to meet the unique needs of our clients.
At Anders Retirement, we prioritize a conservative investment approach and operate as fiduciaries, always acting in your best interest. We are committed to building long-term relationships based on trust and transparency. We offer personalized service from our offices in Winter Park, New Smyrna Beach, Ocala, Orlando, and Melbourne, ensuring convenient access to expert guidance.
Founded in 2015, Anders Retirement & Investment Advisors has grown to serve a diverse clientele across Florida, providing peace of mind and financial security for generations to come.
Our team of experienced professionals combines industry expertise with cutting-edge technology to deliver exceptional results. We’re dedicated to providing integrity and trust, ensuring you receive the best possible outcome.
With over 18 team members and a proven track record of success, Tax Resolution Plus is your reliable partner for achieving financial peace of mind. We take pride in our compassionate service and commitment to your unique needs. We’ve helped over 700 happy customers resolve their tax debt and achieve their financial goals. Book your free consultation today!
Our plug-and-play solution, built on widgets and APIs, enables financial health product launches in just weeks, significantly reducing time-to-market and enhancing customer retention.
What sets getxerpa apart is our focus on delivering personalized digital experiences, allowing banks to differentiate themselves in a competitive landscape by truly understanding and catering to their customers’ unique financial needs. We leverage Behavioral Economics and Machine Learning to provide actionable insights and drive better financial outcomes for both institutions and their clients.
getxerpa has helped over 100,000 merchants standardize their names and logos, achieving 90% effective categorization and identifying recurring expenses, subscriptions, and intermediaries. We’ve enabled $7 billion in savings for our users and increased average payment usage by 10%.
At Rapid Cash, we understand the importance of timely access to funds. Our mission is to provide a simple and straightforward lending process, ensuring that customers receive the cash they need quickly and efficiently. We operate nine Financial Service Centers across Central Florida, including locations in Orlando and Tampa, dedicated to serving communities often underserved by traditional banking institutions.
Rapid Cash differentiates itself through its commitment to local service, transparent fees, and a customer-centric approach. We prioritize building strong relationships with our clients, offering friendly support and personalized solutions. We are committed to providing a safe and reliable environment for our customers to access the financial assistance they require.
Established in 1995, Rapid Cash has a long history of serving the Central Florida community. We continue to adapt and innovate to meet the evolving needs of our customers, while maintaining our core values of integrity and customer satisfaction.
We provide a comprehensive suite of services, including same-day funding, revenue-based funding, and working capital loans, designed to meet the unique needs of businesses seeking quick access to capital. Our focus is on simplifying the funding process and offering accessible options, even for businesses with less-than-perfect credit.
At Ward Money, we combine a streamlined application process with dedicated U.S.-based loan advisors available five days a week to guide clients through every step. We’re committed to building strong relationships and delivering exceptional service, helping businesses thrive and grow. We offer solutions for MCA, Term Loans, and CRE Loans.
For over 25 years, Quest Advisors has been dedicated to helping clients maintain the highest standards of loan program quality and ensure adherence to state and federal regulations. Our services encompass a wide range of areas, including servicing audits, branch audits, operational reviews, policy development, and due diligence programs.
Quest Advisors offers a unique blend of experienced consultants and robust outsourcing capabilities, delivering timely turnaround and reporting while minimizing operational costs. We are committed to supporting our clients’ success through expert guidance and reliable service. We assist with QC Plans and Policy Development, Staffing & Executive Search, and Post-Closing & Pre-Funding Loan File QC Audits.
We understand that farmers often face fragmented decisions across marketing, insurance, and financial risk – a challenge we address by providing integrated strategies. Our team of seasoned professionals delivers clear reporting, hands-on support, and proactive guidance, helping you see how these elements work together to maximize profitability.
With over 100 years of combined experience and a 94% client retention rate, Tredas has a proven track record of success, serving over 100 family farms across the Midwest and operating in 6 locations including Lincoln, Lindsay, Hartington, Kearney, Madison, AL and Clear Lake, IA. We’re dedicated to providing clarity, confidence, and ultimately, better decisions for your farm.
Our weekly market recaps, insightful blog updates, and real-time social media coverage keep you connected to the pulse of agricultural markets, turning market noise into actionable insights.
We serve a diverse clientele, including corporations, private equity firms, and institutional investors, providing expert guidance across a range of complex transactions. Our team leverages decades of combined experience to help clients achieve their strategic goals, from initial capital raising to successful deal closures.
What distinguishes Sutter Securities is our commitment to delivering tailored solutions and fostering long-term relationships built on trust and transparency. We combine a deep understanding of market dynamics with a proactive approach to identify and capitalize on opportunities. We are a member of FINRA and SIPC, and our team brings generations of knowledge and data to an age of networks and speed.
Sutter Securities, Inc. operates across multiple locations, including Irvine, New York, and San Francisco, and is dedicated to providing experienced professional assistance to our clients in the areas of financial advisory services, private placements, mergers and acquisitions, fairness opinions, business valuations and litigation support.
We empower individuals to take control of their finances by providing access to a range of flexible lending options, leveraging advanced analytics to deliver personalized financing solutions. Our platform streamlines the application process, offering quick approvals and competitive terms.
What sets Kuber Financial apart is our commitment to data-driven decision-making and a consumer-centric approach. We partner with leading financing providers to ensure our clients receive the best possible offers, all while providing dedicated support throughout the lending journey.
As an NMLS lender (1735696) and a California-licensed lender (60DBO58789), we prioritize transparency and compliance, building trust with every customer. We are dedicated to revolutionizing the FinTech landscape with innovative lending products.
We specialize in accelerating startups through every stage of growth, from initial research and UI/UX design to software development, market validation, and securing venture capital investments.
Bhive offers a complete ecosystem, including incubation & acceleration programs, funding & investment opportunities, and a dedicated team to guide entrepreneurs through the process of building, scaling, and ultimately exiting their ventures.
Founded in 2010, Bhive has grown to a team of 6 and operates across key locations including Riyadh, Dubai, and Irvine, California, supporting innovative businesses globally.
Our approach combines personalized financial planning with access to a robust network of international advisors, ensuring our clients achieve their long-term financial goals. We cater to high-net-worth individuals and families seeking a truly global perspective on their wealth management needs.
Our approach is truly holistic, connecting the dots between personal and business finances, investments and insurance, retirement planning and legacy planning—because your life doesn’t happen in silos, and your financial strategy shouldn’t either.
We measure success not just in numbers, but in the confidence and clarity our clients feel. We take the time to understand your values, your vision, and your family, building long-term relationships grounded in trust and mutual respect. We help you build, protect, and preserve your wealth so you can live the life you’ve imagined—today and for generations to come.
We believe in a better, simpler, more confident way to invest and plan.
Our team of experienced financial professionals, including attorneys, tax specialists, and insurance producers, coordinates a collaborative approach to help clients achieve their long-term financial goals. We focus on building trusting relationships and delivering tailored strategies for wealth management, estate planning, and risk management.
The Cabana Group was recognized as one of FA Magazine’s Top 50 Fastest Growing Firms in 2022 and 2021, demonstrating our commitment to growth and client satisfaction. We are committed to fair representation and transparency, claiming compliance with the Global Investment Performance Standards (GIPS®).
For over two decades, BCC has been dedicated to helping financial institutions design innovative and cost-effective compensation programs. We specialize in Bank-Owned Life Insurance (BOLI) programs, administrative services, deferred compensation plans, and succession planning, providing comprehensive solutions tailored to each client’s unique needs.
Our team of experienced consultants leverages over 100 years of combined industry expertise and relationships with leading BOLI carriers to deliver exceptional value and support. We are committed to fostering strong, long-term partnerships with our clients, driving performance and ensuring employee retention. BOLI, Executive Benefit Plans, and Administrative Services are at the core of our offerings.
We specialize in providing comprehensive solutions for corporate actions, proxy services, dividend payments, and fund administration, ensuring accurate and efficient record-keeping. Our services streamline complex processes, reducing risk and improving operational efficiency for our clients.
As a trusted partner, Securities Transfer Corporation offers a reliable and cost-effective approach to transfer agent and fund administration, supporting businesses across the financial services sector. We pride ourselves on our commitment to accuracy, compliance, and exceptional customer service. Stock Transfer Services, Proxy & Annual Meeting Services, and Fund Administration are at the core of our offerings.
We help businesses streamline the reclamation, disposition, and resale of high-value assets, maximizing their return on investment. Our services encompass asset retrieval, repossession, debt collection, inspection, valuation, and strategic remarketing.
Since 1959, Asset IQ has built a long-standing reputation for delivering consistent, high-quality service and a proven track record in asset management. We offer a full-service approach, from initial valuation to final sale, and operate a dynamic marketplace with updated inventory daily. We cover 90 states and offer support to customers across the nation.
We specialize in wealth management, trust management, corporate trusts, and company retirement plans, working collaboratively with legal and accounting professionals to deliver tailored strategies.
At Pinnacle, we prioritize building long-term relationships and offering a personalized approach to financial planning, ensuring our clients achieve their goals with confidence. Our commitment to fiduciary duty and ongoing education sets us apart, providing peace of mind and strategic guidance for a secure future.
As a fee-only firm, we receive no commissions from third parties, allowing us to act solely in our clients’ best interests. We are an SEC Registered Investment Adviser, legally operating as a fiduciary under both state and federal law.
With over 20 years of industry experience and backed by $5 billion parent company backing, Tickrs Clearing empowers investors with innovative platforms, cutting-edge clearing solutions, and a robust team of experts.
We distinguish ourselves through our modern technology stack – built on cloud architecture for high availability and redundancy – and our commitment to providing flexible and scalable solutions for Prop, Broker-Dealer, and Institutional clients. Our dedication to a true partnership approach ensures clients receive exceptional value and personalized service.
Tickrs Clearing offers comprehensive financial solutions, including account types for prop trading, correspondent broker-dealers, and institutional investors, alongside FIX Order Gateway access and algorithmic trading strategy solutions.
Company Name | Location | Category | Employees | Accuracy | Website | |
|---|---|---|---|---|---|---|
Folsom, United States (US) | Finance and Banking Finance and Banking | 30-50 | info@capstonefinancial.net | http://www.capstonefinancial.net | ||
Anchorage, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@cookinletlending.poplme.co | https://cookinletlending.poplme.co/cookinletlending | ||
Orlando, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@nielsonfinancialservices.com | https://www.nielsonfinancialservices.com/ | ||
St Petersburg, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@elease.com | http://www.elease.com | ||
Old Greenwich, United States (US) | Finance and Banking Finance and Banking | 20-30 | info@merrittpointwealthadvisors.com | http://www.merrittpointwealthadvisors.com | ||
Irvine, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@sub-four.com | http://www.sub-four.com | ||
Irvine, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@vonpayments.com | http://www.vonpayments.com | ||
Irvine, United States (US) | Finance and Banking Finance and Banking | 20-30 | info@fieldman.com | http://www.fieldman.com | ||
Plano, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@ovtlyr.com | https://www.ovtlyr.com/ | ||
Irvine, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@tremila-advisory.com | http://www.tremila-advisory.com | ||
Orlando, United States (US) | Finance and Banking Finance and Banking | 10-20 | contact@dispu.com | https://dispu.com | ||
Irvine, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@jetadvantagemtg.com | https://www.JetAdvantageMtg.com | ||
Orlando, United States (US) | Finance and Banking Finance and Banking | 20-30 | customerservice@progressiverelief.com | http://www.progressivedebtrelief.com | ||
Plano, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@allstarterminals.com | http://Allstarterminals.com | ||
Lincoln, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@insourcecentral.com | http://www.insourcecentral.com/ | ||
Asheville, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@platinum-grp.com | https://platinum-grp.com | ||
Irvine, United States (US) | Finance and Banking Finance and Banking | 10-20 | mjohnson@blclending.com | http://www.blclending.com | ||
Orlando, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@stonebridgefpg.com | http://www.stonebridgefpg.com | ||
Durham, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@silverbackasset.com | http://www.silverbackasset.com | ||
Jersey City, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@txcus.com | http://www.txcus.com | ||
Jersey City, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@alliancesettlement.com | https://alliancesettlement.com/ | ||
Saratoga Springs, United States (US) | Finance and Banking Finance and Banking | 20-30 | hello@eticofinancial.com | https://www.eticofinancial.com | ||
St Petersburg, United States (US) | Finance and Banking Finance and Banking | 20-30 | info@arswealth.com | http://www.arswealth.com | ||
The Woodlands, United States (US) | Finance and Banking Finance and Banking | 10-20 | admin@rcxcapitalgroup.com | https://rcxcapitalgroup.com/ | ||
Irvine, United States (US) | Finance and Banking Finance and Banking | 10-20 | contact@lendingxpress.com | http://lendingxpress.com/ | ||
Jersey City, United States (US) | Finance and Banking Finance and Banking | 20-30 | info@essexsecurities.com | http://www.EssexSecurities.com | ||
St Petersburg, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@fintechcreditinc.com | https://fintechcreditinc.com/ | ||
Irvine, United States (US) | Finance and Banking Finance and Banking | 20-30 | info@liberty1financial.com | https://liberty1financial.com/ | ||
Toledo, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@wholehan.com | https://www.wholehan.com/ | ||
Greensboro, United States (US) | Finance and Banking Finance and Banking | 20-30 | info@gencrestcapital.com | http://www.GenCrestCapital.com | ||
McLean, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@treebright.com | https://treebright.com/about-us | ||
Irvine, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@austincapital.partners | https://austincapital.partners | ||
Winter Park, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@andersretirement.com | http://www.andersretirement.com | ||
Irvine, United States (US) | Finance and Banking Finance and Banking | 10-20 | contact@taxresolutionplus.com | http://www.taxresolutionplus.com | ||
Cuauhtémoc, Mexico | Finance and Banking Finance and Banking | 10-20 | info@getxerpa.com | https://www.getxerpa.com | ||
Orlando, United States (US) | Finance and Banking Finance and Banking | 30-50 | customer_service@rapidcashonline.com | http://www.RapidCashonline.com | ||
Orlando, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@wardmoney.com | https://www.WardMoney.com | ||
Durham, United States (US) | Finance and Banking Finance and Banking | 30-50 | info@questadvisors.com | https://questadvisors.com/ | ||
Lincoln, United States (US) | Finance and Banking Finance and Banking | 30-50 | info@gotredas.com | http://www.gotredas.com | ||
Irvine, United States (US) | Finance and Banking Finance and Banking | 30-50 | info@suttersecurities.com | https://suttersecurities.com/ | ||
Irvine, United States (US) | Finance and Banking Finance and Banking | 20-30 | info@kuberfinancial.com | http://www.kuberfinancial.com | ||
Riyadh, Saudi Arabia | Finance and Banking Finance and Banking | 10-20 | info@bhive.com | https://bhive.com | ||
New York, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@myrawealth.com | https://MyraWealth.com/ | ||
Orlando, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@signaturewa.com | http://signaturewa.com | ||
Fayetteville, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@thecabanagroup.com | http://www.thecabanagroup.com | ||
Plano, United States (US) | Finance and Banking Finance and Banking | 30-50 | info@bcc-usa.com | http://www.bcc-usa.com | ||
Plano, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@stctransfer.com | https://www.stctransfer.com | ||
Batavia, United States (US) | Finance and Banking Finance and Banking | 10-20 | media@assetiqllc.com | https://www.assetiqllc.com/ | ||
Mansfield, United States (US) | Finance and Banking Finance and Banking | 30-50 | info@pinnacleadvisors.com | http://www.pinnacleadvisors.com | ||
Irvine, United States (US) | Finance and Banking Finance and Banking | 20-30 | info@tickrsclearing.com | http://www.tickrsclearing.com |
50/13,255 results
Frequently asked questions
Updated 23 October 2026
What is Enterprise League?
Enterprise League is a free business directory that helps buyers find the right company by sector and country. Every company has a profile showing what it does, what it offers and how to get in touch.
Is it free to list my company?
Yes, and it stays free: no card, no paid tier. Your profile appears in search results and category pages, can show up to 20 products and services, and lets buyers message you or ask for a quote.
How does verification work, and what does it cost?
Verifying your company is free. Confirm a code we email to an address at your company’s website, or send a company registration document for our team to check, and the verified badge appears on your profile. To show the badge in the directory and search results as well, take out a subscription: the first 14 days are free, and the price is on our pricing page.
Where does the company information come from?
Most profiles are built from public sources, such as official company registers. Claim your company’s profile to correct its details and add your own.
How do I claim or correct my company’s profile?
Open your company’s profile and choose Claim Profile. If you use an email address at your company’s website, a 6-digit code makes the profile yours at once; otherwise our team reviews your request, usually within a few days. Spotted a mistake on a company that isn’t yours? Tell us through our contact page.