Financial Services Companies Worldwide
Financial services provide, structure, and manage financial products, capital, and advisory services for retail, corporate, and institutional clients. This page lists companies operating in the Financial Services sector based on self-reported profile data. The directory currently holds 13255 companies in this sector. The largest share of listings is based in United States (US). Related sectors on Enterprise League include Accounting, Banking, Auditing, Financial Exports, Asset Management, Financial Exchanges, Angel Investment.
13,255 companies
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Financial Services
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Global Value Add Inc is a leading provider of specialized tax solutions for international clients, operating from our headquarters in Plano, Texas.
We focus on delivering comprehensive tax preparation, planning, and advisory services to individuals and businesses with global operations, particularly those residing in the United States, India, and the United Kingdom. Our team combines expertise in US, UK, and Indian tax laws with advanced technology to ensure accuracy and compliance.
At Global Value Add Inc., we pride ourselves on our commitment to integrity, legal compliance, and delivering exceptional service. We specialize in supporting expats with complex tax situations, including H1B visa holders and those navigating international tax regulations. We are dedicated to building long-term relationships based on trust and delivering the highest quality returns through meticulous research, strategic planning, and expert application of tax codes.
We focus on delivering comprehensive tax preparation, planning, and advisory services to individuals and businesses with global operations, particularly those residing in the United States, India, and the United Kingdom. Our team combines expertise in US, UK, and Indian tax laws with advanced technology to ensure accuracy and compliance.
At Global Value Add Inc., we pride ourselves on our commitment to integrity, legal compliance, and delivering exceptional service. We specialize in supporting expats with complex tax situations, including H1B visa holders and those navigating international tax regulations. We are dedicated to building long-term relationships based on trust and delivering the highest quality returns through meticulous research, strategic planning, and expert application of tax codes.
Finance
Financial Services
Alterna Capital Solutions is a Florida-based financial services company providing flexible capital solutions for B2B companies focused on growth, without the restrictions and limitations of a bank.
We specialize in receivables funding, offering solutions up to $50 million with full-service accounts receivable management. Alterna Capital Solutions leverages its strong partnership with Paychex, a leading provider of integrated human capital management software, to deliver substantial growth and financial strength to its clients.
Founded in 2018, Alterna Capital Solutions combines 100+ years of alternative and specialty growth funding experience with a commitment to exceptional client service. We work one-on-one to structure custom solutions, supporting businesses across a diverse range of industries including Agriculture, Food & Beverage, Healthcare, IT Services/SaaS, Manufacturing, Services Companies, Staffing, Start-ups, Transportation/Logistics, and Wholesale/Distribution.
We specialize in receivables funding, offering solutions up to $50 million with full-service accounts receivable management. Alterna Capital Solutions leverages its strong partnership with Paychex, a leading provider of integrated human capital management software, to deliver substantial growth and financial strength to its clients.
Founded in 2018, Alterna Capital Solutions combines 100+ years of alternative and specialty growth funding experience with a commitment to exceptional client service. We work one-on-one to structure custom solutions, supporting businesses across a diverse range of industries including Agriculture, Food & Beverage, Healthcare, IT Services/SaaS, Manufacturing, Services Companies, Staffing, Start-ups, Transportation/Logistics, and Wholesale/Distribution.
Finance
Financial Services
1Konto is a US-based provider of institutional cross-border payments and settlement solutions, leveraging the 1KPrime platform.
We streamline global payments for institutions and businesses, offering real-time cross-border settlement powered by stablecoins. Our services facilitate faster payments and reduced costs across a wide range of currencies, including USD, EUR, GBP, USDC, and USDT.
1Konto’s commitment to capital efficiency and institutional-grade liquidity makes us a trusted partner for organizations seeking seamless and secure international transactions. We are focused on revolutionizing the digital and FX markets with innovative technology and a commitment to best price and deep liquidity.
We streamline global payments for institutions and businesses, offering real-time cross-border settlement powered by stablecoins. Our services facilitate faster payments and reduced costs across a wide range of currencies, including USD, EUR, GBP, USDC, and USDT.
1Konto’s commitment to capital efficiency and institutional-grade liquidity makes us a trusted partner for organizations seeking seamless and secure international transactions. We are focused on revolutionizing the digital and FX markets with innovative technology and a commitment to best price and deep liquidity.
Finance
Financial Services
GoDocs is a Los Alamitos, California-based software company specializing in commercial loan document automation for the financial services industry.
We provide a next-generation SaaS platform – including CommercialDocs®, C&IDocs™, ModDocs®, SBA LoanDocs™, and LegalNet™ – that streamlines the commercial loan closing process for banks, credit unions, private lenders, and insurance lenders.
GoDocs differentiates itself through its 100% onshore support, industry-leading NPS customer satisfaction score, and a flexible, easy-to-use system requiring no training. Founded in 1997, GoDocs has become a trusted partner for lenders of all sizes, helping them to close loans faster, improve compliance, and scale their operations.
We provide a next-generation SaaS platform – including CommercialDocs®, C&IDocs™, ModDocs®, SBA LoanDocs™, and LegalNet™ – that streamlines the commercial loan closing process for banks, credit unions, private lenders, and insurance lenders.
GoDocs differentiates itself through its 100% onshore support, industry-leading NPS customer satisfaction score, and a flexible, easy-to-use system requiring no training. Founded in 1997, GoDocs has become a trusted partner for lenders of all sizes, helping them to close loans faster, improve compliance, and scale their operations.
Finance
Financial Services
VENTURE.co is a leading technology provider based in Burlington, Vermont, specializing in comprehensive solutions for the private markets industry.
We empower alternative investment funds – including those focused on oil & gas, real estate, private debt, and private equity – to streamline their capital raising and investor onboarding processes. Our platform offers a full toolbox, encompassing investor onboarding, intelligent document processing, custom reporting, and task management, all within a secure and integrated environment.
VENTURE.co distinguishes itself through its decade-long commitment to building a robust and adaptable technology platform, driven by partnerships with clients and a focus on delivering a seamless and efficient experience for both GPs and LPs. We’re dedicated to supporting the entire fund lifecycle, from initial fundraising to ongoing investor relations and distribution.
We empower alternative investment funds – including those focused on oil & gas, real estate, private debt, and private equity – to streamline their capital raising and investor onboarding processes. Our platform offers a full toolbox, encompassing investor onboarding, intelligent document processing, custom reporting, and task management, all within a secure and integrated environment.
VENTURE.co distinguishes itself through its decade-long commitment to building a robust and adaptable technology platform, driven by partnerships with clients and a focus on delivering a seamless and efficient experience for both GPs and LPs. We’re dedicated to supporting the entire fund lifecycle, from initial fundraising to ongoing investor relations and distribution.
Finance
Financial Services
Withum Wealth Management is a leading independent registered investment advisor (RIA) providing unbiased wealth management advice to clients primarily residing in the tristate area of Pennsylvania, Boston, and Florida.
We serve a diverse group of private clients, including pharmaceutical, medical, legal, and accounting professionals, as well as entrepreneurs, business executives, retirees, and individuals navigating significant life events. Our goal is to deliver a tax-sensitive, cost-effective portfolio that aligns perfectly with your unique objectives and circumstances.
What sets Withum apart is our integrated approach, combining financial planning, investment management, and tax strategies to ensure your wealth is protected, enhanced, and strategically grown. We prioritize your lifestyle and work closely with you to adapt your plan as your needs evolve. We are committed to providing comprehensive wealth counsel and integrated solutions.
Withum Wealth Management is a trusted partner dedicated to helping you achieve your financial goals and navigate the complexities of the financial landscape.
We serve a diverse group of private clients, including pharmaceutical, medical, legal, and accounting professionals, as well as entrepreneurs, business executives, retirees, and individuals navigating significant life events. Our goal is to deliver a tax-sensitive, cost-effective portfolio that aligns perfectly with your unique objectives and circumstances.
What sets Withum apart is our integrated approach, combining financial planning, investment management, and tax strategies to ensure your wealth is protected, enhanced, and strategically grown. We prioritize your lifestyle and work closely with you to adapt your plan as your needs evolve. We are committed to providing comprehensive wealth counsel and integrated solutions.
Withum Wealth Management is a trusted partner dedicated to helping you achieve your financial goals and navigate the complexities of the financial landscape.
Finance
Financial Services
AIDEA is an Anchorage, Alaska-based government agency dedicated to fostering economic growth and diversification across the state.
As the Alaska Industrial Development and Export Authority, we provide vital financing and investment solutions to Alaskan businesses and projects. We support a wide range of initiatives, from resource development and infrastructure projects to renewable energy ventures and export opportunities.
AIDEA’s services are crucial for Alaskan companies seeking capital and expertise to expand their operations and contribute to the state’s economic prosperity. We work with businesses of all sizes, facilitating growth and creating jobs throughout Alaska. Our focus is on driving sustainable development and strengthening Alaska’s position in the global marketplace.
As the Alaska Industrial Development and Export Authority, we provide vital financing and investment solutions to Alaskan businesses and projects. We support a wide range of initiatives, from resource development and infrastructure projects to renewable energy ventures and export opportunities.
AIDEA’s services are crucial for Alaskan companies seeking capital and expertise to expand their operations and contribute to the state’s economic prosperity. We work with businesses of all sizes, facilitating growth and creating jobs throughout Alaska. Our focus is on driving sustainable development and strengthening Alaska’s position in the global marketplace.
Finance
Financial Services
Pittenger & Anderson, Inc is a fee-only Registered Investment Advisor and fiduciary providing comprehensive financial planning and investment management services to high-net-worth individuals and families across the United States.
Based in Lincoln, Nebraska, we specialize in guiding clients through significant life transitions, including retirement planning, business sales, inheritance management, and other complex ‘money-in-motion’ events. We work with clients across 30+ states, assisting them in building and preserving wealth for the long term.
As a fee-only firm, we are committed to putting your best interests first, operating as a fiduciary and never accepting commissions or selling financial products. Our team of experienced professionals offers personalized strategies encompassing investment management, retirement income planning, and charitable giving, all designed to meet your unique financial goals.
Founded in 1995, Pittenger & Anderson, Inc. has a long-standing commitment to client service and financial expertise.
Based in Lincoln, Nebraska, we specialize in guiding clients through significant life transitions, including retirement planning, business sales, inheritance management, and other complex ‘money-in-motion’ events. We work with clients across 30+ states, assisting them in building and preserving wealth for the long term.
As a fee-only firm, we are committed to putting your best interests first, operating as a fiduciary and never accepting commissions or selling financial products. Our team of experienced professionals offers personalized strategies encompassing investment management, retirement income planning, and charitable giving, all designed to meet your unique financial goals.
Founded in 1995, Pittenger & Anderson, Inc. has a long-standing commitment to client service and financial expertise.
Finance
Financial Services
Cyndeo Wealth Partners is a leading independent registered investment advisor based in St. Petersburg, Florida, dedicated to simplifying wealth management for executives, entrepreneurs, and families across the United States.
We provide comprehensive financial planning and investment management services, offering a family-like approach built on trust and personalized care. Our team focuses on understanding each client’s unique goals and crafting tailored strategies to help them achieve long-term financial security.
Cyndeo Wealth Partners distinguishes itself through its commitment to integrity, proactive networking, and meaningful introductions, connecting clients with exclusive opportunities and fostering lasting relationships. We prioritize putting our clients’ interests first, providing peace of mind and expert guidance every step of the way. Investment Advisory Services and Wealth Management are at the core of our offerings.
We provide comprehensive financial planning and investment management services, offering a family-like approach built on trust and personalized care. Our team focuses on understanding each client’s unique goals and crafting tailored strategies to help them achieve long-term financial security.
Cyndeo Wealth Partners distinguishes itself through its commitment to integrity, proactive networking, and meaningful introductions, connecting clients with exclusive opportunities and fostering lasting relationships. We prioritize putting our clients’ interests first, providing peace of mind and expert guidance every step of the way. Investment Advisory Services and Wealth Management are at the core of our offerings.
Finance
Financial Services
Wilshire Finance Partners is a leading private debt fund based in Irvine, California, specializing in providing flexible commercial real estate financing and investment solutions.
We deliver bridge and permanent loans across a diverse range of property types, including seniors housing, healthcare, multifamily, and commercial real estate nationwide.
Wilshire Finance Partners distinguishes itself through a boutique approach, combining decades of lending experience with a commitment to client-centric service and strategic capital solutions. Our proven professional performance is backed by a deep industry knowledge, offering stability and certainty of execution for both borrowers and investors.
We offer stable income and principal protection® on real estate backed investments for our investors. At Wilshire, we bring a disciplined, conservative approach to investing, offering investors fixed income alternative investments backed by hard assets.
We deliver bridge and permanent loans across a diverse range of property types, including seniors housing, healthcare, multifamily, and commercial real estate nationwide.
Wilshire Finance Partners distinguishes itself through a boutique approach, combining decades of lending experience with a commitment to client-centric service and strategic capital solutions. Our proven professional performance is backed by a deep industry knowledge, offering stability and certainty of execution for both borrowers and investors.
We offer stable income and principal protection® on real estate backed investments for our investors. At Wilshire, we bring a disciplined, conservative approach to investing, offering investors fixed income alternative investments backed by hard assets.
Finance
Financial Services
Third Wire Asset Management is a Chicago-based partnership specializing in alternative investment solutions for advisors and family offices.
We provide access to a carefully selected group of managers and strategies, offering a comprehensive suite of services including due diligence, portfolio modeling, administration, and reporting – even a full OCIO solution.
What distinguishes Third Wire is our commitment to transparency, rigorous manager selection, and a fiduciary-first approach, ensuring clients receive tailored, high-quality alternative investment opportunities. We focus exclusively on serving advisors and family offices, providing a dedicated team of experienced industry veterans to guide them through the complexities of the alternative investment landscape.
Our solutions encompass both liquid and illiquid investment options, covering a diverse spectrum of styles, strategies, and risk profiles, supported by user-friendly technology and tools for streamlined portfolio analysis and client management.
We provide access to a carefully selected group of managers and strategies, offering a comprehensive suite of services including due diligence, portfolio modeling, administration, and reporting – even a full OCIO solution.
What distinguishes Third Wire is our commitment to transparency, rigorous manager selection, and a fiduciary-first approach, ensuring clients receive tailored, high-quality alternative investment opportunities. We focus exclusively on serving advisors and family offices, providing a dedicated team of experienced industry veterans to guide them through the complexities of the alternative investment landscape.
Our solutions encompass both liquid and illiquid investment options, covering a diverse spectrum of styles, strategies, and risk profiles, supported by user-friendly technology and tools for streamlined portfolio analysis and client management.
Finance
Financial Services
KMG Fiduciary Partners is an independent financial planning and asset management firm based in Toledo, Ohio, dedicated to providing personalized wealth management solutions.
We serve high-net-worth individuals and families, as well as corporate retirement plan sponsors, helping them achieve their long-term financial goals. Our approach centers around understanding each client’s unique circumstances, values, and aspirations, creating tailored strategies designed to safeguard and grow their wealth.
As a fiduciary, we prioritize our clients’ best interests above all else, offering unbiased advice and a commitment to transparency. We are not bound by the products of any single institution, allowing us to source the most suitable solutions for your needs.
With a team of experienced professionals holding designations such as CFP® and CRPS®, KMG Fiduciary Partners provides comprehensive services including retirement planning, investment management, estate planning, and charitable giving strategies. We’ve been helping clients across 38 states and around the globe since 2018.
We serve high-net-worth individuals and families, as well as corporate retirement plan sponsors, helping them achieve their long-term financial goals. Our approach centers around understanding each client’s unique circumstances, values, and aspirations, creating tailored strategies designed to safeguard and grow their wealth.
As a fiduciary, we prioritize our clients’ best interests above all else, offering unbiased advice and a commitment to transparency. We are not bound by the products of any single institution, allowing us to source the most suitable solutions for your needs.
With a team of experienced professionals holding designations such as CFP® and CRPS®, KMG Fiduciary Partners provides comprehensive services including retirement planning, investment management, estate planning, and charitable giving strategies. We’ve been helping clients across 38 states and around the globe since 2018.
Finance
Financial Services
American Lending Center is a California-regulated lender providing SBA, SSBCI, PACE, and EB-5 financing nationwide. With $3.1B AUM and supporting 145,000+ jobs created, we empower small businesses and entrepreneurs across the U.S.
We specialize in flexible financing solutions, including SBA 7(a) loans, SSBCI programs, and EB-5 investment services. Our mission is to fuel growth, create jobs, and strengthen communities by expanding access to capital for underserved businesses.
American Lending Center has a proven track record of success, actively participating in programs like the State Small Business Credit Initiative (SSBCI) and supporting over 50 states. We are committed to fostering economic development and helping businesses thrive.
As a leading regional center, we’ve been recognized for our excellence and commitment to the EB-5 industry, consistently delivering impactful results for our investors and partners.
We specialize in flexible financing solutions, including SBA 7(a) loans, SSBCI programs, and EB-5 investment services. Our mission is to fuel growth, create jobs, and strengthen communities by expanding access to capital for underserved businesses.
American Lending Center has a proven track record of success, actively participating in programs like the State Small Business Credit Initiative (SSBCI) and supporting over 50 states. We are committed to fostering economic development and helping businesses thrive.
As a leading regional center, we’ve been recognized for our excellence and commitment to the EB-5 industry, consistently delivering impactful results for our investors and partners.
Finance
Financial Services
Allegiance Merchant Services is a Charlotte, North Carolina-based merchant services company providing innovative payment solutions to businesses across the United States.
We specialize in streamlining accounts receivable and accelerating payments for a diverse range of industries, including business-to-business, healthcare, technology, veterinary, accounting & bookkeeping, field services, government, automotive, and tire & repair.
Allegiance distinguishes itself through its deep industry expertise, strategic partnerships with leading technology providers, and a commitment to providing tailored solutions and unparalleled customer service. We offer a comprehensive suite of services, from merchant accounts and credit card processing to e-commerce and virtual terminals, all designed to simplify payment acceptance and drive business growth.
Founded in 2009 and operating as an ISO/MSP of Elavon, Inc., Allegiance Merchant Services is dedicated to helping businesses thrive in today’s dynamic payment landscape. ISO/MSP of Elavon
We specialize in streamlining accounts receivable and accelerating payments for a diverse range of industries, including business-to-business, healthcare, technology, veterinary, accounting & bookkeeping, field services, government, automotive, and tire & repair.
Allegiance distinguishes itself through its deep industry expertise, strategic partnerships with leading technology providers, and a commitment to providing tailored solutions and unparalleled customer service. We offer a comprehensive suite of services, from merchant accounts and credit card processing to e-commerce and virtual terminals, all designed to simplify payment acceptance and drive business growth.
Founded in 2009 and operating as an ISO/MSP of Elavon, Inc., Allegiance Merchant Services is dedicated to helping businesses thrive in today’s dynamic payment landscape. ISO/MSP of Elavon
Finance
Financial Services
Old North State Trust is a Greensboro, North Carolina-based trust company specializing in trust management, IRA, estate administration, and retirement planning services for families seeking to preserve and grow their wealth.
For over 29 years, we’ve been dedicated to building lasting relationships with our clients and partnering with legal and financial professionals. Our core mission is to provide personalized, objective financial advice and expertly administer trusts, ensuring your legacy is protected and your wishes are honored.
As a registered trust company with banking charters in North Carolina, Tennessee, Georgia, and a history of expansion across North Carolina, we offer comprehensive estate planning solutions, including asset management, retirement planning, and administrative trustee services. We’re committed to guiding families through complex financial transitions with integrity and expertise. Trust Services, Estate Settlement, and Investment Management are at the heart of our offerings.
For over 29 years, we’ve been dedicated to building lasting relationships with our clients and partnering with legal and financial professionals. Our core mission is to provide personalized, objective financial advice and expertly administer trusts, ensuring your legacy is protected and your wishes are honored.
As a registered trust company with banking charters in North Carolina, Tennessee, Georgia, and a history of expansion across North Carolina, we offer comprehensive estate planning solutions, including asset management, retirement planning, and administrative trustee services. We’re committed to guiding families through complex financial transitions with integrity and expertise. Trust Services, Estate Settlement, and Investment Management are at the heart of our offerings.
Finance
Financial Services
LoanWell is a Durham, North Carolina-based technology platform empowering Community Lenders – including CDFIs, Credit Unions, and Community Banks – to streamline their lending operations.
We provide an end-to-end solution, from initial intake and origination through underwriting, closing, servicing, and comprehensive reporting. LoanWell’s customizable workflow and team management tools enable lenders to efficiently manage their entire loan portfolio.
What sets LoanWell apart is our commitment to equitable access to affordable capital, combined with a modern, flexible platform built on secure technology and SOC-2 Type 2 compliance. We’re dedicated to helping community lenders deploy more capital, more efficiently, and with greater ease.
Our integrated system includes features like automated messaging, KYC & identity verification, secure document storage, and customizable workflows, all within a white-label design.
We provide an end-to-end solution, from initial intake and origination through underwriting, closing, servicing, and comprehensive reporting. LoanWell’s customizable workflow and team management tools enable lenders to efficiently manage their entire loan portfolio.
What sets LoanWell apart is our commitment to equitable access to affordable capital, combined with a modern, flexible platform built on secure technology and SOC-2 Type 2 compliance. We’re dedicated to helping community lenders deploy more capital, more efficiently, and with greater ease.
Our integrated system includes features like automated messaging, KYC & identity verification, secure document storage, and customizable workflows, all within a white-label design.
Finance
Financial Services
Thunderbird LLC is a leading strategic leadership firm based in Oak Brook, Illinois, dedicated to elevating American manufacturing companies.
We specialize in providing comprehensive growth strategies and hands-on management to our portfolio companies, transforming them into thriving global businesses. Our approach centers around the Active Management Process (AMP), ensuring continuous improvement and sustained revenue growth.
Unlike traditional private equity firms, Thunderbird invests its own capital and actively manages our companies on a daily basis, fostering a family-like environment and a commitment to long-term success. We empower employees, drive company growth, and ultimately, deliver exceptional results for our customers. Strategic leadership and long-term business growth are at the heart of everything we do.
We specialize in providing comprehensive growth strategies and hands-on management to our portfolio companies, transforming them into thriving global businesses. Our approach centers around the Active Management Process (AMP), ensuring continuous improvement and sustained revenue growth.
Unlike traditional private equity firms, Thunderbird invests its own capital and actively manages our companies on a daily basis, fostering a family-like environment and a commitment to long-term success. We empower employees, drive company growth, and ultimately, deliver exceptional results for our customers. Strategic leadership and long-term business growth are at the heart of everything we do.
Finance
Financial Services
NBB is a leading M&A advisory firm specializing in automotive dealership transactions, headquartered in Irvine, California.
For over 45 years, NBB has been guiding entrepreneurs through their most significant business milestones, providing expert support in seller representation, buyer representation, valuation services, and capital solutions.
Founded in 1978, NBB has grown to become one of the largest and most experienced dealership M&A advisory firms in the United States, with offices strategically located across California, Michigan, Texas, Florida, New York, and Arizona. We leverage our proven industry expertise and M&A execution capabilities to deliver exceptional results for our clients, fostering long-term relationships built on trust and integrity.
Our commitment to continuous improvement, combined with a focus on people and relationships, ensures that we consistently exceed expectations and help our clients achieve their goals.
For over 45 years, NBB has been guiding entrepreneurs through their most significant business milestones, providing expert support in seller representation, buyer representation, valuation services, and capital solutions.
Founded in 1978, NBB has grown to become one of the largest and most experienced dealership M&A advisory firms in the United States, with offices strategically located across California, Michigan, Texas, Florida, New York, and Arizona. We leverage our proven industry expertise and M&A execution capabilities to deliver exceptional results for our clients, fostering long-term relationships built on trust and integrity.
Our commitment to continuous improvement, combined with a focus on people and relationships, ensures that we consistently exceed expectations and help our clients achieve their goals.
Finance
Financial Services
Quality Back Office is a Naperville, Illinois-based accounting and bookkeeping firm specializing in outsourced back office services for businesses of all sizes.
We understand that managing the complexities of bookkeeping, taxes, payroll, and accounts payable can divert your attention from growing your core business.
Quality Back Office provides a comprehensive suite of services, including accounting and bookkeeping, tax preparation, accounts payable and receivable, and virtual CFO support, all delivered with a focus on efficiency and cost-effectiveness. We streamline your back-office operations, allowing you to concentrate on strategic initiatives and achieving your business goals.
Our team of experienced professionals leverages cloud-based technology to ensure accuracy, transparency, and timely delivery of critical financial information. We are committed to providing personalized service and building long-term partnerships based on trust and reliability.
As a 100% US-based company, we offer flexible solutions tailored to your specific needs, from small startups to large enterprises. Let Quality Back Office handle the back office, so you can focus on what you do best.
We understand that managing the complexities of bookkeeping, taxes, payroll, and accounts payable can divert your attention from growing your core business.
Quality Back Office provides a comprehensive suite of services, including accounting and bookkeeping, tax preparation, accounts payable and receivable, and virtual CFO support, all delivered with a focus on efficiency and cost-effectiveness. We streamline your back-office operations, allowing you to concentrate on strategic initiatives and achieving your business goals.
Our team of experienced professionals leverages cloud-based technology to ensure accuracy, transparency, and timely delivery of critical financial information. We are committed to providing personalized service and building long-term partnerships based on trust and reliability.
As a 100% US-based company, we offer flexible solutions tailored to your specific needs, from small startups to large enterprises. Let Quality Back Office handle the back office, so you can focus on what you do best.
Finance
Financial Services
Dropp, Inc is a New Jersey-based fintech company revolutionizing digital commerce with real-time payment infrastructure. We’re building the world’s first affordable micropayment platform, enabling Pay by Bank and Pay by Stablecoin via The Clearing House RTP and Hedera, drastically reducing transaction fees for merchants and consumers.
Dropp serves a diverse range of businesses, from media and e-commerce to retail and gaming, empowering them to unlock new revenue streams and offer innovative payment experiences. We solve the challenge of low-value transactions, making micro-payments feasible and driving efficiency in a world increasingly reliant on instant payments.
Built on a foundation of 25+ years of financial services expertise, Dropp’s mission is to enable fully instant payments worldwide, fostering a thriving ecosystem of merchants and consumers. Our platform supports a wide range of use cases, including Pay-Per-Use, tipping, and referral incentives, all while leveraging cutting-edge technology and a commitment to simplicity and flexibility. We are committed to supporting the future of commerce.
Dropp serves a diverse range of businesses, from media and e-commerce to retail and gaming, empowering them to unlock new revenue streams and offer innovative payment experiences. We solve the challenge of low-value transactions, making micro-payments feasible and driving efficiency in a world increasingly reliant on instant payments.
Built on a foundation of 25+ years of financial services expertise, Dropp’s mission is to enable fully instant payments worldwide, fostering a thriving ecosystem of merchants and consumers. Our platform supports a wide range of use cases, including Pay-Per-Use, tipping, and referral incentives, all while leveraging cutting-edge technology and a commitment to simplicity and flexibility. We are committed to supporting the future of commerce.
Finance
Financial Services
Allrise Capital is a leading multi-strategy investment firm based in Irvine, California, specializing in real estate, venture capital, and special situation investments across the US and select emerging markets.
We focus on identifying asymmetric risk/reward opportunities through rigorous fundamental research of asset classes, sectors, and companies. Our investment approach centers on delivering consistent cash flow and long-term value, prioritizing markets with strong job growth and diversified industries.
Allrise Capital distinguishes itself through a disciplined, value-oriented strategy, combined with deep expertise in real estate development, opportunistic investments in early-stage technology companies, and strategic engagement in distressed debt situations. We are dedicated to enhancing, supporting, and creating value across multiple asset classes, including commercial real estate, venture capital, and special situations, ultimately empowering world-class companies.
We focus on identifying asymmetric risk/reward opportunities through rigorous fundamental research of asset classes, sectors, and companies. Our investment approach centers on delivering consistent cash flow and long-term value, prioritizing markets with strong job growth and diversified industries.
Allrise Capital distinguishes itself through a disciplined, value-oriented strategy, combined with deep expertise in real estate development, opportunistic investments in early-stage technology companies, and strategic engagement in distressed debt situations. We are dedicated to enhancing, supporting, and creating value across multiple asset classes, including commercial real estate, venture capital, and special situations, ultimately empowering world-class companies.
Finance
Financial Services
Golden Handshake Capital is a leading private money lending company based in Saint Petersburg, Florida, specializing in providing tailored funding solutions for real estate investors.
We understand that traditional financing can be a barrier for investors seeking to capitalize on lucrative opportunities. At Golden Handshake Capital, we offer a flexible and efficient alternative – private money funding – enabling you to swiftly secure the capital needed for wholesale, fix and flip, rehab, and buy and hold projects.
Our experienced team delivers a seamless and personalized funding experience, focused on empowering your real estate investment success. We provide fast funding, flexible terms, and exceptional service, all backed by a commitment to transparency and integrity.
Golden Handshake Capital is proud to be a trusted partner for investors looking to unlock the potential of their real estate investments.
We understand that traditional financing can be a barrier for investors seeking to capitalize on lucrative opportunities. At Golden Handshake Capital, we offer a flexible and efficient alternative – private money funding – enabling you to swiftly secure the capital needed for wholesale, fix and flip, rehab, and buy and hold projects.
Our experienced team delivers a seamless and personalized funding experience, focused on empowering your real estate investment success. We provide fast funding, flexible terms, and exceptional service, all backed by a commitment to transparency and integrity.
Golden Handshake Capital is proud to be a trusted partner for investors looking to unlock the potential of their real estate investments.
Finance
Financial Services
Irontrax is a leading asset management company based in Chagrin Falls, Ohio, specializing in precise equipment appraisals, strategic asset sales, and trusted advisory services for lenders, operators, and investors.
We provide comprehensive solutions for a diverse range of industries, including manufacturing, construction, trucking, mining, and more. Irontrax helps clients effectively manage and monetize their assets, ensuring dependable results through our accredited and experienced professionals.
What sets Irontrax apart is our commitment to delivering unbiased valuations and tailored strategies, backed by 250+ years of combined industry expertise. We prioritize customer satisfaction and build long-lasting relationships by understanding unique requirements and exceeding expectations.
Irontrax currently operates from regional offices in Cleveland, Dallas, Miami, Philadelphia, Chicago, Greensboro, Milwaukee, Pittsburgh, Nashville, and Lakeland, offering a broad network of storage yards and inventory management solutions.
We provide comprehensive solutions for a diverse range of industries, including manufacturing, construction, trucking, mining, and more. Irontrax helps clients effectively manage and monetize their assets, ensuring dependable results through our accredited and experienced professionals.
What sets Irontrax apart is our commitment to delivering unbiased valuations and tailored strategies, backed by 250+ years of combined industry expertise. We prioritize customer satisfaction and build long-lasting relationships by understanding unique requirements and exceeding expectations.
Irontrax currently operates from regional offices in Cleveland, Dallas, Miami, Philadelphia, Chicago, Greensboro, Milwaukee, Pittsburgh, Nashville, and Lakeland, offering a broad network of storage yards and inventory management solutions.
Finance
Financial Services
CMG Companies is a leading investment group specializing in multi-unit and franchise operations across diverse sectors, including restaurants, hotels, retail, and automotive.
Based in Plano, Texas, we partner with renowned brands like KFC, Taco Bell, and Marriott, leveraging our expertise in franchise systems and operational excellence.
CMG Companies focuses on strategic acquisitions, roll-up strategies, and new unit development, providing a patient and long-term investment approach for both institutional and high-net-worth investors. We operate as an operator, sponsor, and family office, committed to building sustainable value through strategic partnerships.
Based in Plano, Texas, we partner with renowned brands like KFC, Taco Bell, and Marriott, leveraging our expertise in franchise systems and operational excellence.
CMG Companies focuses on strategic acquisitions, roll-up strategies, and new unit development, providing a patient and long-term investment approach for both institutional and high-net-worth investors. We operate as an operator, sponsor, and family office, committed to building sustainable value through strategic partnerships.
Finance
Financial Services
Boustead Securities is a leading investment banking firm based in Irvine, California, specializing in mergers and acquisitions, capital raises, and restructuring advice for a diverse range of industries.
We partner with private and public companies, financial institutions, and high-net-worth clients, providing comprehensive corporate finance solutions. Our team of experienced professionals delivers innovative and tenacious execution, creating opportunities for our clients.
Established in 2006, Boustead Securities has grown to become a trusted one-stop middle market investment bank, offering a full array of services including valuations, IPOs, and fund manager placement. We are affiliated with Sutter Securities, a longstanding FINRA member, and dedicated to providing sophisticated financial advice and services.
We are proud to sponsor events like "No Creeps" and collaborate on innovative technologies, such as satellite video compression, furthering our commitment to client success.
We partner with private and public companies, financial institutions, and high-net-worth clients, providing comprehensive corporate finance solutions. Our team of experienced professionals delivers innovative and tenacious execution, creating opportunities for our clients.
Established in 2006, Boustead Securities has grown to become a trusted one-stop middle market investment bank, offering a full array of services including valuations, IPOs, and fund manager placement. We are affiliated with Sutter Securities, a longstanding FINRA member, and dedicated to providing sophisticated financial advice and services.
We are proud to sponsor events like "No Creeps" and collaborate on innovative technologies, such as satellite video compression, furthering our commitment to client success.
Finance
Financial Services
Fursa Capital is a US-based crowdfunding and investment platform specializing in ethical finance solutions for businesses. We connect investors with fundraisers seeking usury-free financing, focusing on Halal opportunities and catering to businesses in sectors like real estate, flex space, and inventory finance.
Fursa Capital provides a marketplace that aligns investor values with business needs, offering a unique approach to alternative finance.
As N. America’s first ethical crowdfunding platform, Fursa Capital is dedicated to democratizing access to ethical finance, fostering growth capital for businesses committed to responsible and values-driven operations. We are a trusted partner for both investors and fundraisers seeking sustainable and impactful investment opportunities.
Fursa Capital provides a marketplace that aligns investor values with business needs, offering a unique approach to alternative finance.
As N. America’s first ethical crowdfunding platform, Fursa Capital is dedicated to democratizing access to ethical finance, fostering growth capital for businesses committed to responsible and values-driven operations. We are a trusted partner for both investors and fundraisers seeking sustainable and impactful investment opportunities.
Finance
Financial Services
Pro Business Plans is a Lincoln, Nebraska-based business plan consulting firm specializing in strategic advisory and capital raising support for startups, scale-ups, and established businesses.
We partner with companies across 60+ industries, including financial services, technology, and marketing, providing comprehensive solutions from initial concept development to investor-ready pitch decks and financial modeling.
Our team, led by Aaron Hill, leverages decades of experience in investment banking and venture capital to deliver tailored strategies and expert guidance. We’re committed to helping our clients secure funding and achieve sustainable growth, backed by reliable market research and a focus on tangible results.
Pro Business Plans has been voted #1 on G2 since 2021 and has assisted over 1,000 clients, including those at Outstanding Quality, Tangible Results, and Trusted By Top Brands.
We partner with companies across 60+ industries, including financial services, technology, and marketing, providing comprehensive solutions from initial concept development to investor-ready pitch decks and financial modeling.
Our team, led by Aaron Hill, leverages decades of experience in investment banking and venture capital to deliver tailored strategies and expert guidance. We’re committed to helping our clients secure funding and achieve sustainable growth, backed by reliable market research and a focus on tangible results.
Pro Business Plans has been voted #1 on G2 since 2021 and has assisted over 1,000 clients, including those at Outstanding Quality, Tangible Results, and Trusted By Top Brands.
Finance
Financial Services
GCF Business Valuation is a leading provider of SBA-compliant business valuations and machinery & equipment appraisals, operating across the United States.
For over 27 years, we’ve supported SBA lenders, business brokers, and other deal professionals with trusted valuation guidance, becoming a recognized subject-matter resource within the industry. We’ve even been called upon by the SBA to help define valuation guidance within the SBA 7(a) SOP, ensuring our expertise shapes lender expectations nationwide.
Our team of accredited appraisers delivers unparalleled client service, providing clear, defensible valuations that help transactions move forward with confidence. We’re committed to providing exceptional expertise and high-touch, personal service, and we’ve earned the trust of lenders and brokers across the nation. From Florida to Oregon, we serve clients of all sizes, including major institutions like Bank of America and Wells Fargo.PeerComps, Banker Valuation, and FinVal are key components of our service offering.
For over 27 years, we’ve supported SBA lenders, business brokers, and other deal professionals with trusted valuation guidance, becoming a recognized subject-matter resource within the industry. We’ve even been called upon by the SBA to help define valuation guidance within the SBA 7(a) SOP, ensuring our expertise shapes lender expectations nationwide.
Our team of accredited appraisers delivers unparalleled client service, providing clear, defensible valuations that help transactions move forward with confidence. We’re committed to providing exceptional expertise and high-touch, personal service, and we’ve earned the trust of lenders and brokers across the nation. From Florida to Oregon, we serve clients of all sizes, including major institutions like Bank of America and Wells Fargo.PeerComps, Banker Valuation, and FinVal are key components of our service offering.
Finance
Financial Services
Alaris Acquisitions is a US-based M&A advisory firm specializing in facilitating strategic partnerships between wealth management firms and larger organizations.
We help owners of RIA firms confidently sell their businesses, matching them with buyers who share a compatible culture and financial goals. Our process leverages groundbreaking technology – the industry’s first catalog of buyer models – to streamline the deal-making process and ensure a successful outcome for all parties.
With over 100 successful transactions and a roster of 75+ buyers, Alaris Acquisitions offers a unique and trusted pathway to partnership. We provide expert guidance throughout the entire M&A journey, from valuation to negotiation, backed by a team of experienced professionals dedicated to wealth management.
Our approach represents a new way for buyers and sellers to navigate this intellectually and emotionally charged transaction.
We help owners of RIA firms confidently sell their businesses, matching them with buyers who share a compatible culture and financial goals. Our process leverages groundbreaking technology – the industry’s first catalog of buyer models – to streamline the deal-making process and ensure a successful outcome for all parties.
With over 100 successful transactions and a roster of 75+ buyers, Alaris Acquisitions offers a unique and trusted pathway to partnership. We provide expert guidance throughout the entire M&A journey, from valuation to negotiation, backed by a team of experienced professionals dedicated to wealth management.
Our approach represents a new way for buyers and sellers to navigate this intellectually and emotionally charged transaction.
Finance
Financial Services
DJM Financial is a wealth management and insurance services firm based in Irvine, California, specializing in comprehensive financial planning for individuals and families.
We help clients in Southern California achieve their financial goals through personalized retirement planning, investment strategies, insurance solutions, and estate planning. Our team provides expert guidance on navigating complex financial decisions, ensuring long-term security and peace of mind.
At DJM Financial, we prioritize building lasting relationships based on trust and integrity. We focus on delivering tailored solutions that align with each client’s unique needs and circumstances, offering a holistic approach to wealth management. We are a Northwestern Mutual Private Client Group firm, dedicated to supporting families and businesses for generations to come.
We provide services for executives, employees, and high-net-worth individuals.
We help clients in Southern California achieve their financial goals through personalized retirement planning, investment strategies, insurance solutions, and estate planning. Our team provides expert guidance on navigating complex financial decisions, ensuring long-term security and peace of mind.
At DJM Financial, we prioritize building lasting relationships based on trust and integrity. We focus on delivering tailored solutions that align with each client’s unique needs and circumstances, offering a holistic approach to wealth management. We are a Northwestern Mutual Private Client Group firm, dedicated to supporting families and businesses for generations to come.
We provide services for executives, employees, and high-net-worth individuals.
Finance
Financial Services
Hudson Edge Investment Partners is an independent registered Investment Advisor based in Jersey City, New Jersey, with a history of providing value creation for clients since 1983.
We specialize in US Value equities, Fixed Income, and International equities, offering a comprehensive suite of investment solutions.
As a 100% employee-owned firm, Hudson Edge combines decades of experience – with an average of 20 years of investment experience per portfolio manager – and a research-driven approach to identify undervalued securities and deliver long-term performance.
Our commitment to enduring client partnerships and a focus on analytical, idea-driven investment strategies sets us apart. We manage over $2.5 billion for more than 200 clients worldwide.
We specialize in US Value equities, Fixed Income, and International equities, offering a comprehensive suite of investment solutions.
As a 100% employee-owned firm, Hudson Edge combines decades of experience – with an average of 20 years of investment experience per portfolio manager – and a research-driven approach to identify undervalued securities and deliver long-term performance.
Our commitment to enduring client partnerships and a focus on analytical, idea-driven investment strategies sets us apart. We manage over $2.5 billion for more than 200 clients worldwide.
Finance
Financial Services
4 Hour Funding is a leading equipment financing company based in Plano, Texas, providing rapid financing solutions to businesses and brokers.
We specialize in delivering fast and flexible equipment financing, enabling businesses to acquire essential equipment quickly and efficiently. Our direct-lending capabilities and technology allow us to approve credit and equipment financing in as little as one day, addressing a critical need for businesses requiring immediate access to capital.
Unlike traditional financing methods, 4 Hour Funding offers a streamlined application process, vendor payments prior to delivery, and a commitment to exceptional customer service – all designed to accelerate the equipment acquisition process. We’re dedicated to empowering businesses and brokers with the tools they need to thrive.
We specialize in delivering fast and flexible equipment financing, enabling businesses to acquire essential equipment quickly and efficiently. Our direct-lending capabilities and technology allow us to approve credit and equipment financing in as little as one day, addressing a critical need for businesses requiring immediate access to capital.
Unlike traditional financing methods, 4 Hour Funding offers a streamlined application process, vendor payments prior to delivery, and a commitment to exceptional customer service – all designed to accelerate the equipment acquisition process. We’re dedicated to empowering businesses and brokers with the tools they need to thrive.
Finance
Financial Services
BVA Group is a nationally recognized litigation, valuation, and financial advisory firm based in Plano, Texas. For over five decades, we’ve provided invaluable insight and responsive service to clients navigating complex financial challenges.
We serve a diverse clientele, including law firms, organizations, and enterprises across various industries – from Fortune 100 companies and private equity firms to family-owned businesses and accounting practices. Our team of experts, boasting backgrounds in Big Four accounting, investment banking, and strategy consulting, brings unparalleled precision and experience to every engagement.
What distinguishes BVA is our unwavering commitment to clarity and resolution. We specialize in Fairness & Solvency Opinions, Economic Damages, Restructuring, Bankruptcy Litigation, M&A Consulting, Valuation Disputes, Financial Forensics & Reporting, Intellectual Property, ESOPs, Securities Litigation, and Tangible Asset Valuation. We are dedicated to the personal development of our team members, because our firm is powered by our people. We are committed to the progressive development of each individual.
We serve a diverse clientele, including law firms, organizations, and enterprises across various industries – from Fortune 100 companies and private equity firms to family-owned businesses and accounting practices. Our team of experts, boasting backgrounds in Big Four accounting, investment banking, and strategy consulting, brings unparalleled precision and experience to every engagement.
What distinguishes BVA is our unwavering commitment to clarity and resolution. We specialize in Fairness & Solvency Opinions, Economic Damages, Restructuring, Bankruptcy Litigation, M&A Consulting, Valuation Disputes, Financial Forensics & Reporting, Intellectual Property, ESOPs, Securities Litigation, and Tangible Asset Valuation. We are dedicated to the personal development of our team members, because our firm is powered by our people. We are committed to the progressive development of each individual.
Finance
Financial Services
ARK Funds is a leading investment firm based in St. Petersburg, Florida, specializing in disruptive innovation through Exchange Traded Funds (ETFs) and venture capital.
We empower investors to participate in the future by focusing on transformative technologies and industries. Our core mission is to deliver long-term capital appreciation by identifying and investing in the leaders and beneficiaries of innovation – a strategy rooted in our belief that innovation is fundamentally changing lives and businesses.
ARK Funds distinguishes itself through a deeply research-driven approach, leveraging our team’s expertise to uncover and capitalize on emerging trends across sectors like Artificial Intelligence, Autonomous Tech, Robotics & Energy, Multiomics & Biotech, Space & Defense, and Blockchain & Fintech. We are committed to democratizing access to innovative investment opportunities, offering a diverse range of funds designed to meet various investor needs.
Founded in 2014, ARK Funds has rapidly grown to manage billions in assets, driven by a commitment to rigorous analysis and a belief in the power of disruptive innovation to shape the global economy.
We empower investors to participate in the future by focusing on transformative technologies and industries. Our core mission is to deliver long-term capital appreciation by identifying and investing in the leaders and beneficiaries of innovation – a strategy rooted in our belief that innovation is fundamentally changing lives and businesses.
ARK Funds distinguishes itself through a deeply research-driven approach, leveraging our team’s expertise to uncover and capitalize on emerging trends across sectors like Artificial Intelligence, Autonomous Tech, Robotics & Energy, Multiomics & Biotech, Space & Defense, and Blockchain & Fintech. We are committed to democratizing access to innovative investment opportunities, offering a diverse range of funds designed to meet various investor needs.
Founded in 2014, ARK Funds has rapidly grown to manage billions in assets, driven by a commitment to rigorous analysis and a belief in the power of disruptive innovation to shape the global economy.
Finance
Financial Services
BBIF is a leading Orlando, Florida-based Community Development Financial Institution (CDFI) dedicated to empowering Black and minority-owned businesses. For over 35 years, we’ve been providing crucial loan capital, alongside business development training and consulting services, to entrepreneurs across Central Florida.
We serve a vital role in strengthening local economies by connecting businesses with the resources they need to thrive. BBIF’s impact extends beyond simple lending; we invest in economic development projects that stabilize neighborhoods and create jobs, fostering generational and community wealth.
What sets BBIF apart is our commitment to equitable access to capital and our deep understanding of the unique challenges faced by minority-owned businesses. We’re proud to be a trusted partner in their success, driving innovation and growth within our communities.
We serve a vital role in strengthening local economies by connecting businesses with the resources they need to thrive. BBIF’s impact extends beyond simple lending; we invest in economic development projects that stabilize neighborhoods and create jobs, fostering generational and community wealth.
What sets BBIF apart is our commitment to equitable access to capital and our deep understanding of the unique challenges faced by minority-owned businesses. We’re proud to be a trusted partner in their success, driving innovation and growth within our communities.
Finance
Financial Services
SD Bullion is a leading precious metals dealer based in Toledo, Ohio, specializing in the secure and reliable sale of gold, silver, platinum, and copper bullion coins and bars.
For over a decade, SD Bullion has been dedicated to providing investors and collectors with the lowest prices guaranteed on a wide selection of precious metals, including US Silver Eagles, Canadian Maple Leafs, Junk Silver, and various international coins and bars.
We pride ourselves on our commitment to exceptional customer service and fast, free shipping, making SD Bullion a trusted partner for those seeking to diversify their portfolios or invest in tangible assets. We’ve shipped over 1,500,000 orders and generated over $4 Billion in revenue, and have been recognized as a top 100 online retailer by Digital Commerce 360.
For over a decade, SD Bullion has been dedicated to providing investors and collectors with the lowest prices guaranteed on a wide selection of precious metals, including US Silver Eagles, Canadian Maple Leafs, Junk Silver, and various international coins and bars.
We pride ourselves on our commitment to exceptional customer service and fast, free shipping, making SD Bullion a trusted partner for those seeking to diversify their portfolios or invest in tangible assets. We’ve shipped over 1,500,000 orders and generated over $4 Billion in revenue, and have been recognized as a top 100 online retailer by Digital Commerce 360.
Finance
Financial Services
CB Prime is a London-based prime brokerage platform for institutions and crypto private wealth.
We provide a fully integrated solution encompassing custody, trading, financing, and staking of digital assets, combining institutional-grade services with robust infrastructure.
CB Prime differentiates itself through its unified operating system, offering a single platform for execution, financing, custody, and risk management, designed to reduce fragmentation and unlock capital for institutional investors. We are a qualified custodian, maintaining SOC 1 & 2 audits and operating under MiCA regulation, providing a secure and compliant environment for digital asset management.
CB Prime supports a wide range of assets and trading strategies, including spot and derivatives, with access to global liquidity and advanced order types. We’ve been operating for 13 years and manage 12% of the global crypto market cap under custody, supporting over 275 tradeable assets and 24/7 derivatives trading across 15 US perpetual-style futures.
We provide a fully integrated solution encompassing custody, trading, financing, and staking of digital assets, combining institutional-grade services with robust infrastructure.
CB Prime differentiates itself through its unified operating system, offering a single platform for execution, financing, custody, and risk management, designed to reduce fragmentation and unlock capital for institutional investors. We are a qualified custodian, maintaining SOC 1 & 2 audits and operating under MiCA regulation, providing a secure and compliant environment for digital asset management.
CB Prime supports a wide range of assets and trading strategies, including spot and derivatives, with access to global liquidity and advanced order types. We’ve been operating for 13 years and manage 12% of the global crypto market cap under custody, supporting over 275 tradeable assets and 24/7 derivatives trading across 15 US perpetual-style futures.
Finance
Financial Services
Capital CS Group is a California-based wealth management firm specializing in investment advisory services for HOAs, business owners, and corporate executives.
We guide our clients on their financial journey through a team-based, goal-focused approach, leveraging over 28 years of industry experience. Our expertise extends to concentrated stock strategies, options trading, and specialized investment management solutions, particularly for those with complex stock plans, such as executives at companies like UPS, Johnson & Johnson, and Kraft Heinz.
At Capital CS Group, we are committed to providing exceptional service, with frequent communication, availability, and proactive problem-solving to ensure a seamless client experience. Our proprietary technology, ‘HOA Invest,’ streamlines investment management for community associations, enhancing transparency and accountability. We operate as a fiduciary, prioritizing your best interests and offering unbiased, data-driven advice.
We guide our clients on their financial journey through a team-based, goal-focused approach, leveraging over 28 years of industry experience. Our expertise extends to concentrated stock strategies, options trading, and specialized investment management solutions, particularly for those with complex stock plans, such as executives at companies like UPS, Johnson & Johnson, and Kraft Heinz.
At Capital CS Group, we are committed to providing exceptional service, with frequent communication, availability, and proactive problem-solving to ensure a seamless client experience. Our proprietary technology, ‘HOA Invest,’ streamlines investment management for community associations, enhancing transparency and accountability. We operate as a fiduciary, prioritizing your best interests and offering unbiased, data-driven advice.
Finance
Financial Services
ModoPayments is a US-based, privately held payment orchestration platform provider in Plano, Texas. We transform payments for Fortune 500 companies by leveraging AI and orchestration to deliver unparalleled performance and resilience.
ModoPayments serves leading enterprises seeking to reduce payments risk, lower fees, and dramatically boost success rates. Our core offering, ModoPOP, acts as a strategic payments infrastructure, delivering AI-driven routing and provider flexibility without disrupting existing systems.
What sets ModoPayments apart is our commitment to operational efficiency and revenue protection. We provide a platform that seamlessly integrates into your current flows, offering visibility and control over every transaction, while retaining existing payment processing relationships. We’re built for AI, with our COIN® ledger providing the governance and controls that give intelligent systems a safe surface to interact with your payment stack.
Since 2010, ModoPayments has been dedicated to revolutionizing the payments landscape, helping businesses achieve excellence through orchestrated payments.
ModoPayments serves leading enterprises seeking to reduce payments risk, lower fees, and dramatically boost success rates. Our core offering, ModoPOP, acts as a strategic payments infrastructure, delivering AI-driven routing and provider flexibility without disrupting existing systems.
What sets ModoPayments apart is our commitment to operational efficiency and revenue protection. We provide a platform that seamlessly integrates into your current flows, offering visibility and control over every transaction, while retaining existing payment processing relationships. We’re built for AI, with our COIN® ledger providing the governance and controls that give intelligent systems a safe surface to interact with your payment stack.
Since 2010, ModoPayments has been dedicated to revolutionizing the payments landscape, helping businesses achieve excellence through orchestrated payments.
Finance
Financial Services
Belay Global Partners is a leading SPAC platform company based in Irvine, California, specializing in facilitating efficient and disciplined transitions for companies seeking a public listing.
We provide a smarter alternative to traditional IPOs by leveraging a SPAC model, offering select companies enhanced liquidity, capital access, and credibility.
Belay Global combines expert advisory services with committed capital and hands-on support, guiding companies through every stage – from initial structure and valuation to post-transaction liquidity building in the secondary markets. Our focus is on helping visionary founders unlock growth and become industry leaders.
Founded in 2020, Belay Global Partners currently employs 13 professionals and operates through McKinley Acquisition Company, actively seeking innovative companies for strategic partnerships.
We provide a smarter alternative to traditional IPOs by leveraging a SPAC model, offering select companies enhanced liquidity, capital access, and credibility.
Belay Global combines expert advisory services with committed capital and hands-on support, guiding companies through every stage – from initial structure and valuation to post-transaction liquidity building in the secondary markets. Our focus is on helping visionary founders unlock growth and become industry leaders.
Founded in 2020, Belay Global Partners currently employs 13 professionals and operates through McKinley Acquisition Company, actively seeking innovative companies for strategic partnerships.
Finance
Financial Services
Sharp Financial is a leading integrated financial management firm based in Horsham, Pennsylvania.
We partner with business owners, individuals, families, and family offices to achieve extraordinary outcomes through a holistic approach. Our team combines business strategy, accounting & tax, investment banking, wealth management, and family office services, delivering tailored solutions designed to unlock new possibilities and avoid missed opportunities.
For over 30 years, Sharp Financial has built a reputation for pioneering integrated financial management, fostering seamless collaboration, and prioritizing the long-term success of our clients. We’re committed to optimizing results for your future, with integrity in every interaction. Business Strategy, Accounting & Tax, Wealth Management, and Investment Banking are at the core of our service offerings.
We partner with business owners, individuals, families, and family offices to achieve extraordinary outcomes through a holistic approach. Our team combines business strategy, accounting & tax, investment banking, wealth management, and family office services, delivering tailored solutions designed to unlock new possibilities and avoid missed opportunities.
For over 30 years, Sharp Financial has built a reputation for pioneering integrated financial management, fostering seamless collaboration, and prioritizing the long-term success of our clients. We’re committed to optimizing results for your future, with integrity in every interaction. Business Strategy, Accounting & Tax, Wealth Management, and Investment Banking are at the core of our service offerings.
Finance
Financial Services
GoldState Music is a West Palm Beach, Florida-based private investment firm specializing in the music sector.
We focus on acquiring and growing music rights – including master recordings, publishing rights, and royalties – as well as investing in music-oriented companies with strong growth potential. Our team leverages deep industry expertise to identify opportunities and drive strategic growth.
GoldState Music’s approach centers on active management and strategic partnerships, providing unparalleled access and support to our portfolio companies. We are dedicated to fostering innovation and success within the dynamic world of music investment.
Founded in 2022 by industry veteran Charles Goldstuck, GoldState Music has quickly established itself as a key player in the music investment landscape, facilitating significant growth and expansion for artists and music businesses alike.
We focus on acquiring and growing music rights – including master recordings, publishing rights, and royalties – as well as investing in music-oriented companies with strong growth potential. Our team leverages deep industry expertise to identify opportunities and drive strategic growth.
GoldState Music’s approach centers on active management and strategic partnerships, providing unparalleled access and support to our portfolio companies. We are dedicated to fostering innovation and success within the dynamic world of music investment.
Founded in 2022 by industry veteran Charles Goldstuck, GoldState Music has quickly established itself as a key player in the music investment landscape, facilitating significant growth and expansion for artists and music businesses alike.
Finance
Financial Services
Intrinio is a St. Petersburg, Florida-based financial data API provider, specializing in real-time data solutions for fintech companies, hedge funds, and institutional investors.
We empower developers and engineers to build innovative financial applications by offering a comprehensive suite of data feeds, including fundamentals, stock prices, options data, and news. Intrinio delivers standardized and as-reported financial statement data, alongside real-time market data and alternative data sources, all accessible through a powerful API.
Founded in 2010, Intrinio has grown to serve a diverse clientele, providing reliable and accessible financial intelligence. Our commitment to accuracy and developer-friendly tools makes us a trusted partner in the rapidly evolving fintech landscape. We offer a range of products, including 15-Min Delayed SIP, Real-Time Options, and US EOD Index Levels, alongside robust ESG data and mutual fund information.
We empower developers and engineers to build innovative financial applications by offering a comprehensive suite of data feeds, including fundamentals, stock prices, options data, and news. Intrinio delivers standardized and as-reported financial statement data, alongside real-time market data and alternative data sources, all accessible through a powerful API.
Founded in 2010, Intrinio has grown to serve a diverse clientele, providing reliable and accessible financial intelligence. Our commitment to accuracy and developer-friendly tools makes us a trusted partner in the rapidly evolving fintech landscape. We offer a range of products, including 15-Min Delayed SIP, Real-Time Options, and US EOD Index Levels, alongside robust ESG data and mutual fund information.
Finance
Financial Services
Property Tax Partners is a Houston-based property tax consulting firm specializing in maximizing savings for commercial and industrial properties across Texas and beyond.
We provide comprehensive services, including property tax assessment reviews, appeals and negotiations, compliance assistance, and strategic planning, helping clients navigate complex regulations and minimize their tax liabilities.
What sets Property Tax Partners apart is our deep industry expertise – with over 25 years of experience – and our client-first approach, delivering tailored solutions and demonstrable results. We’ve helped clients secure over $1 billion in property tax savings.
Our team of experienced professionals works closely with clients to understand their unique needs and develop proactive strategies to optimize their property tax position. We are committed to providing exceptional service and achieving the best possible outcomes for our clients.
We provide comprehensive services, including property tax assessment reviews, appeals and negotiations, compliance assistance, and strategic planning, helping clients navigate complex regulations and minimize their tax liabilities.
What sets Property Tax Partners apart is our deep industry expertise – with over 25 years of experience – and our client-first approach, delivering tailored solutions and demonstrable results. We’ve helped clients secure over $1 billion in property tax savings.
Our team of experienced professionals works closely with clients to understand their unique needs and develop proactive strategies to optimize their property tax position. We are committed to providing exceptional service and achieving the best possible outcomes for our clients.
Finance
Financial Services
RLH Equity Partners is a Los Angeles-based private equity firm specializing in investing in high-growth, technology-driven services firms.
We partner with passionate entrepreneurs leading uniquely positioned B2B enterprises, focusing on sectors experiencing macro changes like technology, healthcare, and regulatory shifts.
RLH provides strategic and operational guidance, blending high-touch expertise with technological innovation to support rapid organic growth and preserve company culture.
With over 40 years of experience and managing over $1 billion in assets, RLH Equity Partners delivers measurable impact, having facilitated $4.2 billion in exit values for its portfolio companies.
We partner with passionate entrepreneurs leading uniquely positioned B2B enterprises, focusing on sectors experiencing macro changes like technology, healthcare, and regulatory shifts.
RLH provides strategic and operational guidance, blending high-touch expertise with technological innovation to support rapid organic growth and preserve company culture.
With over 40 years of experience and managing over $1 billion in assets, RLH Equity Partners delivers measurable impact, having facilitated $4.2 billion in exit values for its portfolio companies.
Finance
Financial Services
Risk Management Advisors is a leading national firm specializing in the design, implementation, and management of Captive Insurance Companies, based in Irvine, California.
We help businesses secure their financial future with tailored solutions and cost-effective coverage, offering expertise in Captive Insurance Formation, Management, and Feasibility Analysis.
Risk Management Advisors distinguishes itself through a dedicated, experienced risk management consultant partnership and a holistic, multi-faceted strategy, providing comprehensive guidance from initial feasibility to ongoing operational oversight. Founded in 2004, we’ve supported over 50 clients in establishing and managing successful captive insurance programs.
We help businesses secure their financial future with tailored solutions and cost-effective coverage, offering expertise in Captive Insurance Formation, Management, and Feasibility Analysis.
Risk Management Advisors distinguishes itself through a dedicated, experienced risk management consultant partnership and a holistic, multi-faceted strategy, providing comprehensive guidance from initial feasibility to ongoing operational oversight. Founded in 2004, we’ve supported over 50 clients in establishing and managing successful captive insurance programs.
Finance
Financial Services
MAZO Capital Solutions is a trusted commercial finance company based in Irvine, California, providing fast and flexible equipment financing and access to capital for growing businesses and their partners. With nearly one hundred years of collective experience, our team of experts delivers tailored solutions across the nation.
We specialize in empowering entrepreneurs and supporting businesses of all sizes, offering a comprehensive suite of financing options including equipment financing, business loans, working capital, and franchise financing.
MAZO™ Capital Solutions distinguishes itself through its commitment to exceptional service, digital financing tools, and a dedication to fueling America’s entrepreneurial spirit. We prioritize building strong, lasting partnerships with our clients, ensuring they have the resources they need to thrive.
Our experienced team is proud to partner with small businesses across the country and provide the highest level of service every step of the way.
We specialize in empowering entrepreneurs and supporting businesses of all sizes, offering a comprehensive suite of financing options including equipment financing, business loans, working capital, and franchise financing.
MAZO™ Capital Solutions distinguishes itself through its commitment to exceptional service, digital financing tools, and a dedication to fueling America’s entrepreneurial spirit. We prioritize building strong, lasting partnerships with our clients, ensuring they have the resources they need to thrive.
Our experienced team is proud to partner with small businesses across the country and provide the highest level of service every step of the way.
Finance
Financial Services
HOA Invest & 1120 Invest is a California-based investment management firm specializing in providing secure and compliant investment solutions for homeowner associations, master associations, and other community organizations.
We streamline the complex process of managing HOA reserves and replacement funds, offering a comprehensive platform built on our patented technology. Our goal is to simplify investment oversight, enhance transparency, and ensure long-term financial stability for your community.
Backed by over 25 years of combined investment advisory experience and a team of fiduciary-licensed professionals, HOA Invest delivers tailored strategies, proactive monitoring, and expert recommendations – all designed to help you confidently manage your community’s finances. We operate with a commitment to regulatory compliance and utilize industry-leading custodians like Charles Schwab Institutional and Fidelity Institutional to safeguard your assets.
HOA Invest is dedicated to helping communities thrive, one investment at a time.
We streamline the complex process of managing HOA reserves and replacement funds, offering a comprehensive platform built on our patented technology. Our goal is to simplify investment oversight, enhance transparency, and ensure long-term financial stability for your community.
Backed by over 25 years of combined investment advisory experience and a team of fiduciary-licensed professionals, HOA Invest delivers tailored strategies, proactive monitoring, and expert recommendations – all designed to help you confidently manage your community’s finances. We operate with a commitment to regulatory compliance and utilize industry-leading custodians like Charles Schwab Institutional and Fidelity Institutional to safeguard your assets.
HOA Invest is dedicated to helping communities thrive, one investment at a time.
Finance
Financial Services
Traders Agency is a leading financial publishing company based in Orlando, Florida, dedicated to providing comprehensive stock market analysis and trade alerts. Since 2018, we’ve empowered tens of thousands of traders with our daily research, expert insights, and educational resources.
We cater to both novice and experienced investors, offering a structured learning path through our Academy and a vibrant community of over 50,000 traders.
Traders Agency distinguishes itself through its commitment to delivering actionable intelligence, combining expert research, real-time trade alerts, and a supportive network to help traders achieve their financial goals. Our YouTube channel, featuring Ross Givens, provides valuable educational content and market commentary.
We currently serve over 2,600 active members across our Discord community and boast 48.9K subscribers on our YouTube channel.
We cater to both novice and experienced investors, offering a structured learning path through our Academy and a vibrant community of over 50,000 traders.
Traders Agency distinguishes itself through its commitment to delivering actionable intelligence, combining expert research, real-time trade alerts, and a supportive network to help traders achieve their financial goals. Our YouTube channel, featuring Ross Givens, provides valuable educational content and market commentary.
We currently serve over 2,600 active members across our Discord community and boast 48.9K subscribers on our YouTube channel.
Finance
Financial Services
Copper Canyon LLC is a registered investment advisor and boutique firm based in Orlando, Florida, providing tailored investment management services.
We specialize in active portfolio management, catering to individual investors seeking personalized financial guidance. Our approach centers on understanding your unique financial goals, risk tolerance, and long-term aspirations.
As a 100% fiduciary fee-only firm, we prioritize your best interests above all else, ensuring complete transparency and aligning our incentives with yours. We maintain an independent custodian relationship with Interactive Brokers and Charles Schwab, allowing clients to choose their preferred brokerage service and pay advisory fees directly from their accounts.
Copper Canyon LLC is committed to delivering comprehensive financial solutions, including portfolio management, risk management, and strategic planning, all designed to help you achieve your wealth objectives with confidence.
We specialize in active portfolio management, catering to individual investors seeking personalized financial guidance. Our approach centers on understanding your unique financial goals, risk tolerance, and long-term aspirations.
As a 100% fiduciary fee-only firm, we prioritize your best interests above all else, ensuring complete transparency and aligning our incentives with yours. We maintain an independent custodian relationship with Interactive Brokers and Charles Schwab, allowing clients to choose their preferred brokerage service and pay advisory fees directly from their accounts.
Copper Canyon LLC is committed to delivering comprehensive financial solutions, including portfolio management, risk management, and strategic planning, all designed to help you achieve your wealth objectives with confidence.
Finance
Financial Services
Company Name | Location | Category | Employees | Accuracy | Website | |
|---|---|---|---|---|---|---|
Plano, United States (US) | Finance and Banking Finance and Banking | 30-50 | info@globalvalueadd.com | http://www.globalvalueadd.com | ||
Orlando, United States (US) | Finance and Banking Finance and Banking | 30-50 | info@alternacs.com | https://www.AlternaCS.com | ||
Jersey City, United States (US) | Finance and Banking Finance and Banking | 10-20 | contact@1konto.com | https://www.1konto.com | ||
Los Alamitos, United States (US) | Finance and Banking Finance and Banking | 30-50 | info@godocs.com | https://www.GoDocs.com | ||
Burlington, United States (US) | Finance and Banking Finance and Banking | 10-20 | tony@venture.co | http://www.venture.co | ||
Red Bank, United States (US) | Finance and Banking Finance and Banking | 20-30 | lferguson@withumwealth.com | http://www.withumwealth.com/ | ||
Anchorage, United States (US) | Finance and Banking Finance and Banking | 30-50 | contact@aidea.org | http://www.aidea.org | ||
Lincoln, United States (US) | Finance and Banking Finance and Banking | 10-20 | support@pittand.com | https://pittand.com | ||
Saint Petersburg, United States (US) | Finance and Banking Finance and Banking | 20-30 | contact@cyndeowp.com | https://cyndeowp.com/ | ||
Irvine, United States (US) | Finance and Banking Finance and Banking | 10-20 | loans@wilshirefp.com | http://www.wilshirefp.com | ||
Chicago, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@thirdwiream.com | http://thirdwiream.com | ||
Toledo, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@kmgfp.com | http://www.kmgfp.com | ||
Irvine, United States (US) | Finance and Banking Finance and Banking | 20-30 | info@americanlendingcenter.com | http://www.americanlendingcenter.com | ||
Charlotte, United States (US) | Finance and Banking Finance and Banking | 20-30 | info@algms.com | http://www.allegiancemerchantservices.com | ||
Greensboro, United States (US) | Finance and Banking Finance and Banking | 30-50 | info@trustonst.com | http://oldnorthstatetrust.com | ||
Durham, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@loanwell.com | https://loanwell.com | ||
Oak Brook, United States (US) | Finance and Banking Finance and Banking | 30-50 | contact@thunderbirdllc.com | https://thunderbirdllc.com/ | ||
Irvine, United States (US) | Finance and Banking Finance and Banking | 20-30 | info@nationalbusinessbrokers.com | http://www.nationalbusinessbrokers.com | ||
Naperville, United States (US) | Finance and Banking Finance and Banking | 30-50 | info@goqbo.com | https://goqbo.com/ | ||
Newark, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@dropp.cc | https://dropp.cc/ | ||
Irvine, United States (US) | Finance and Banking Finance and Banking | 10-20 | careers@allrisecapital.com | http://www.allrisecapital.com | ||
Saint Petersburg, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@goldenhandshakecapital.com | https://goldenhandshakecapital.com/ | ||
Chagrin Falls, United States (US) | Finance and Banking Finance and Banking | 20-30 | info@irontrax.com | http://www.irontrax.com | ||
Plano, United States (US) | Finance and Banking Finance and Banking | 20-30 | info@cmg.team | https://www.cmg.team/ | ||
Irvine, United States (US) | Finance and Banking Finance and Banking | 30-50 | info@boustead1828.com | http://www.boustead1828.com | ||
Plano, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@fursacapital.com | http://www.fursacapital.com | ||
Lincoln, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@business-plans.com | https://www.business-plans.com | ||
Tampa, Orlando, Charlotte, Charleston, Atlanta, Milwaukee, Portland, United States (US) | Finance and Banking Finance and Banking | 30-50 | info@gvalue.com | http://www.gvalue.com | ||
Jupiter, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@alarisacquisitions.com | http://www.alarisacquisitions.com | ||
Irvine, United States (US) | Finance and Banking Finance and Banking | 30-50 | info@djmfinancial.com | http://www.djmfinancial.com | ||
Jersey City, United States (US) | Finance and Banking Finance and Banking | 20-30 | clientservice@hudsonedgeip.com | http://www.hudsonedgeip.com | ||
Plano, United States (US) | Finance and Banking Finance and Banking | 20-30 | info@4hourfunding.com | https://www.4hourfunding.com/ | ||
Plano, United States (US) | Finance and Banking Finance and Banking | 30-50 | info@bvagroup.com | http://www.bvagroup.com | ||
St. Petersburg, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@ark-funds.com | https://www.ark-funds.com | ||
Orlando, United States (US) | Finance and Banking Finance and Banking | 20-30 | info@investors.bbif.com | https://www.investors.bbif.com/ | ||
Toledo, United States (US) | Finance and Banking Finance and Banking | 30-50 | info@sdbullion.com | https://sdbullion.com | ||
Chicago, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@tagomi.com | http://www.tagomi.com | ||
Irvine, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@capitalcsgroup.com | http://www.capitalcsgroup.com | ||
Plano, United States (US) | Finance and Banking Finance and Banking | 10-20 | contact@modopayments.com | https://modopayments.com | ||
Irvine, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@belayglobal.io | https://belayglobal.io/ | ||
Horsham, United States (US) | Finance and Banking Finance and Banking | 30-50 | info@sharpllc.com | http://sharpllc.com | ||
West Palm Beach, United States (US) | Finance and Banking Finance and Banking | 20-30 | info@goldstate.com | https://goldstate.com/ | ||
St. Petersburg, United States (US) | Finance and Banking Finance and Banking | 10-20 | sales@intrinio.com | http://www.intrinio.com | ||
Houston, United States (US) | Finance and Banking Finance and Banking | 20-30 | general@property-tax-partners.com | http://www.property-tax-partners.com | ||
Los Angeles, United States (US) | Finance and Banking Finance and Banking | 20-30 | info@rlhequity.com | http://www.rlhequity.com | ||
Irvine, United States (US) | Finance and Banking Finance and Banking | 30-50 | info@riskmgmtadvisors.com | https://www.riskmgmtadvisors.com | ||
Irvine, United States (US) | Finance and Banking Finance and Banking | 30-50 | info@mazocapital.com | https://mazocapital.com/ | ||
Irvine, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@hoainvest.com | http://www.HOAinvest.com | ||
Orlando, United States (US) | Finance and Banking Finance and Banking | 30-50 | info@tradersagency.com | http://tradersagency.com | ||
Orlando, United States (US) | Finance and Banking Finance and Banking | 2-10 | info@coppercanyonllc.com | https://www.coppercanyonllc.com/ |
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Frequently asked questions
Updated 23 October 2026
What is Enterprise League?
Enterprise League is a free business directory that helps buyers find the right company by sector and country. Every company has a profile showing what it does, what it offers and how to get in touch.
Is it free to list my company?
Yes, and it stays free: no card, no paid tier. Your profile appears in search results and category pages, can show up to 20 products and services, and lets buyers message you or ask for a quote.
How does verification work, and what does it cost?
Verifying your company is free. Confirm a code we email to an address at your company’s website, or send a company registration document for our team to check, and the verified badge appears on your profile. To show the badge in the directory and search results as well, take out a subscription: the first 14 days are free, and the price is on our pricing page.
Where does the company information come from?
Most profiles are built from public sources, such as official company registers. Claim your company’s profile to correct its details and add your own.
How do I claim or correct my company’s profile?
Open your company’s profile and choose Claim Profile. If you use an email address at your company’s website, a 6-digit code makes the profile yours at once; otherwise our team reviews your request, usually within a few days. Spotted a mistake on a company that isn’t yours? Tell us through our contact page.