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 12986 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.
12,986 companies
United States (US) top country
Location
Category
Financial Services
List of Financial Services companies in All locations
12986 companies
Sort by
Jones Capital Advisors is a Texas-based investment management firm dedicated to providing disciplined investment portfolio solutions and comprehensive financial planning for corporate executives and high net worth individuals.
As an independent Registered Investment Advisory firm, we prioritize long-term portfolio performance and exceptional client service. We focus on understanding each client’s unique needs and delivering thoughtful, well-educated solutions in a timely manner.
Our approach centers on patient analysis of fundamentals and strategic investment decisions, ensuring a balanced approach to risk and potential returns. We specialize in investment management, financial planning, and life insurance, helping our clients achieve their financial goals. We are committed to building lasting relationships based on trust and expertise.
As an independent Registered Investment Advisory firm, we prioritize long-term portfolio performance and exceptional client service. We focus on understanding each client’s unique needs and delivering thoughtful, well-educated solutions in a timely manner.
Our approach centers on patient analysis of fundamentals and strategic investment decisions, ensuring a balanced approach to risk and potential returns. We specialize in investment management, financial planning, and life insurance, helping our clients achieve their financial goals. We are committed to building lasting relationships based on trust and expertise.
Finance
Financial Services
Crypto Access Capital Partners, LLC is a US-based digital asset fund headquartered in Orlando, Florida, specializing in AI-driven strategy execution and institutional-grade infrastructure.
We provide access to the digital asset market for corporations and individual investors seeking a modern, compliant, and liquid investment approach. Our core offering, FOLIO, is an AI-powered fund infrastructure that unifies strategy automation, risk analytics, compliance workflows, custody integration, and investor communication—all within a transparent, institutional-grade platform.
At Crypto Access Fund, we combine cycle-aware macro modeling, on-chain market intelligence, and liquidity analysis, prioritizing disciplined, data-driven decision-making. Our team, led by former Walt Disney executive Allen Weiss and blockchain innovation expert Max Hooper, brings decades of experience in finance, technology, and cybersecurity to deliver performance with discipline. AI-Powered Fund Infrastructure and Institutional Digital Asset Fund are key differentiators.
We are committed to providing accredited individuals and corporations with institutional-grade access to the most promising opportunities in digital assets, leveraging dynamic capital deployment and compliant, liquid fund structures to unlock sustainable growth.
We provide access to the digital asset market for corporations and individual investors seeking a modern, compliant, and liquid investment approach. Our core offering, FOLIO, is an AI-powered fund infrastructure that unifies strategy automation, risk analytics, compliance workflows, custody integration, and investor communication—all within a transparent, institutional-grade platform.
At Crypto Access Fund, we combine cycle-aware macro modeling, on-chain market intelligence, and liquidity analysis, prioritizing disciplined, data-driven decision-making. Our team, led by former Walt Disney executive Allen Weiss and blockchain innovation expert Max Hooper, brings decades of experience in finance, technology, and cybersecurity to deliver performance with discipline. AI-Powered Fund Infrastructure and Institutional Digital Asset Fund are key differentiators.
We are committed to providing accredited individuals and corporations with institutional-grade access to the most promising opportunities in digital assets, leveraging dynamic capital deployment and compliant, liquid fund structures to unlock sustainable growth.
Finance
Financial Services
Turms Capital is a leading asset management firm based in Orlando, Florida, specializing in private credit and equity investments for small businesses.
We provide tailored investment solutions, primarily involving subordinated debt and minority equity, to support companies through growth or succession plans. With 15 years of experience, we focus on the lower middle market, typically investing between $3 million and $15 million.
Our approach centers on integrity, transparency, and collaboration, allowing us to build strong partnerships with businesses seeking capital. We are committed to positively contributing to the economy through strategic investments and disciplined lending practices. Private Debt, Growth Capital, and Co-Investment are key components of our service offering.
We provide tailored investment solutions, primarily involving subordinated debt and minority equity, to support companies through growth or succession plans. With 15 years of experience, we focus on the lower middle market, typically investing between $3 million and $15 million.
Our approach centers on integrity, transparency, and collaboration, allowing us to build strong partnerships with businesses seeking capital. We are committed to positively contributing to the economy through strategic investments and disciplined lending practices. Private Debt, Growth Capital, and Co-Investment are key components of our service offering.
Finance
Financial Services
Chronos Capital Partners is a leading Hedge Fund & Private Equity Firm based in Las Vegas, Nevada, specializing in alternative investments for accredited investors.
We focus on identifying and securing opportunities across a range of asset classes, including private equity, real estate, and venture capital. Our team leverages deep market expertise and a rigorous investment process to deliver superior returns and minimize correlation with traditional market volatility.
Chronos Capital Partners provides sophisticated investment solutions designed to meet the unique needs of high-net-worth individuals and institutional investors seeking long-term growth. We pride ourselves on our commitment to transparency, personalized service, and a proactive approach to portfolio management.
Founded in 2018, Chronos Capital Partners has quickly established a reputation for delivering consistent performance and building strong, lasting relationships with our clients.
We focus on identifying and securing opportunities across a range of asset classes, including private equity, real estate, and venture capital. Our team leverages deep market expertise and a rigorous investment process to deliver superior returns and minimize correlation with traditional market volatility.
Chronos Capital Partners provides sophisticated investment solutions designed to meet the unique needs of high-net-worth individuals and institutional investors seeking long-term growth. We pride ourselves on our commitment to transparency, personalized service, and a proactive approach to portfolio management.
Founded in 2018, Chronos Capital Partners has quickly established a reputation for delivering consistent performance and building strong, lasting relationships with our clients.
Finance
Financial Services
Booker Creek Investments is a Durham, North Carolina-based real estate investment firm specializing in multi-family properties.
Founded by Dr. Corey Booker and Sinéad King, Booker Creek Investments provides unique investment opportunities focused on revitalizing underperforming multi-family assets.
Through strategic development, improved management, and keen market observations, we deliver above-average returns to our investors, combining increased cash flow with capital appreciation.
We are committed to connecting investors with compelling real estate opportunities, offering a trusted partnership for achieving financial goals. Real Estate Investment, Multi-Family Properties, Durham, NC.
Founded by Dr. Corey Booker and Sinéad King, Booker Creek Investments provides unique investment opportunities focused on revitalizing underperforming multi-family assets.
Through strategic development, improved management, and keen market observations, we deliver above-average returns to our investors, combining increased cash flow with capital appreciation.
We are committed to connecting investors with compelling real estate opportunities, offering a trusted partnership for achieving financial goals. Real Estate Investment, Multi-Family Properties, Durham, NC.
Finance
Financial Services
CrestHaven is a New York-based private equity firm specializing in diversified portfolios across public and private equity, with a strategic focus on national security, healthcare, and real estate investments.
We partner with exceptional management teams and leading investors to build sustainable, long-term value. Our investment approach centers on identifying and supporting companies with strong growth potential and resilient business models.
CrestHaven’s expertise lies in navigating complex investment landscapes and delivering consistent returns. We are dedicated to fostering collaborative relationships and creating lasting impact within the sectors we serve. We provide sophisticated investment solutions for a range of stakeholders, including institutional investors and family offices.
Founded in 2025, CrestHaven is committed to responsible investing and creating value for our partners and the communities we serve.
We partner with exceptional management teams and leading investors to build sustainable, long-term value. Our investment approach centers on identifying and supporting companies with strong growth potential and resilient business models.
CrestHaven’s expertise lies in navigating complex investment landscapes and delivering consistent returns. We are dedicated to fostering collaborative relationships and creating lasting impact within the sectors we serve. We provide sophisticated investment solutions for a range of stakeholders, including institutional investors and family offices.
Founded in 2025, CrestHaven is committed to responsible investing and creating value for our partners and the communities we serve.
Finance
Financial Services
Mentum is a US-based mobile investment platform, specializing in commission-free, asset-backed investing for passive income.
We’re building a revolutionary mobile experience designed to disrupt traditional investing, making it accessible and straightforward for everyone. Our platform offers real market trends and custom platform features, empowering users to generate passive income streams.
Mentum’s core focus is on providing a transparent and user-friendly environment for investors seeking alternative income opportunities. We cater to individuals looking for a modern, flexible approach to investing, particularly those interested in real estate and FinTech.
Founded in 2018, Mentum is currently a small team of dedicated professionals based in Irvine, California, committed to innovation and user satisfaction.
We’re building a revolutionary mobile experience designed to disrupt traditional investing, making it accessible and straightforward for everyone. Our platform offers real market trends and custom platform features, empowering users to generate passive income streams.
Mentum’s core focus is on providing a transparent and user-friendly environment for investors seeking alternative income opportunities. We cater to individuals looking for a modern, flexible approach to investing, particularly those interested in real estate and FinTech.
Founded in 2018, Mentum is currently a small team of dedicated professionals based in Irvine, California, committed to innovation and user satisfaction.
Finance
Financial Services
Mattina Capital is a real estate investment firm based in St. Petersburg, Florida, specializing in commercial real estate investments.
We focus on identifying and acquiring special situations and value-oriented opportunities within the sector. Mattina Capital provides strategic investment solutions for investors seeking to capitalize on distressed assets and emerging markets.
Our approach centers on thorough due diligence, financial modeling, and a deep understanding of the commercial real estate landscape. We aim to deliver strong returns while mitigating risk, supporting our clients’ financial goals.
Founded in 2024, Mattina Capital is a dynamic team dedicated to building long-term value through strategic real estate investments.
We focus on identifying and acquiring special situations and value-oriented opportunities within the sector. Mattina Capital provides strategic investment solutions for investors seeking to capitalize on distressed assets and emerging markets.
Our approach centers on thorough due diligence, financial modeling, and a deep understanding of the commercial real estate landscape. We aim to deliver strong returns while mitigating risk, supporting our clients’ financial goals.
Founded in 2024, Mattina Capital is a dynamic team dedicated to building long-term value through strategic real estate investments.
Finance
Financial Services
SJC Capital LLC is a global non-custodial multi-family office consultancy based in St. Petersburg, Florida, specializing in quality discrete investment management services for exclusive individuals and multi-generational wealth.
We leverage decades of experience, drawing on best practices from the UK’s wealthiest families, to manage portfolios ranging from billion-dollar allocations. Our approach is rooted in proven success across all economic cycles, coupled with the strategic use of advanced technologies, including Artificial Intelligence since 2019.
SJC Capital LLC prioritizes transparency and utilizes a bespoke investment universe tailored to specific ethical, organizational, or performance requirements. We offer a comprehensive suite of services, including best-in-class custodial and liquidity solutions, alongside the highest professional qualifications, ensuring the secure and efficient management of your assets.
We leverage decades of experience, drawing on best practices from the UK’s wealthiest families, to manage portfolios ranging from billion-dollar allocations. Our approach is rooted in proven success across all economic cycles, coupled with the strategic use of advanced technologies, including Artificial Intelligence since 2019.
SJC Capital LLC prioritizes transparency and utilizes a bespoke investment universe tailored to specific ethical, organizational, or performance requirements. We offer a comprehensive suite of services, including best-in-class custodial and liquidity solutions, alongside the highest professional qualifications, ensuring the secure and efficient management of your assets.
Finance
Financial Services
TDZ Capital Partners is a private equity firm based in St Petersburg, Florida, specializing in the Hospitality and Vacation Club sector. We identify and acquire high-yielding properties in desirable locations, transforming them into thriving communities. Our proven model of success, combined with a commitment to capital preservation and strategic growth, delivers strong returns for our investors.
At TDZ Capital Partners, we focus on creating vibrant communities through thoughtful real estate development, prioritizing both financial gain and a high quality of life for all residents – from investors to residents.
Our experienced management team, with deep expertise in capital markets and real estate, utilizes a rigorous research process and a collaborative approach to identify opportunities and execute our strategy. We are dedicated to transparent communication, ethical conduct, and unwavering integrity, ensuring we remain faithful stewards of investor capital and consistently deliver clear, consistent results.
At TDZ Capital Partners, we focus on creating vibrant communities through thoughtful real estate development, prioritizing both financial gain and a high quality of life for all residents – from investors to residents.
Our experienced management team, with deep expertise in capital markets and real estate, utilizes a rigorous research process and a collaborative approach to identify opportunities and execute our strategy. We are dedicated to transparent communication, ethical conduct, and unwavering integrity, ensuring we remain faithful stewards of investor capital and consistently deliver clear, consistent results.
Finance
Financial Services
Capital Consulting & Asset Management is a Lincoln, Nebraska-based Registered Investment Advisor (RIA) providing comprehensive financial planning and wealth management services to individuals, corporations, and institutions.
We specialize in delivering independent, conflict-free advice, helping clients achieve their financial goals through strategic asset allocation, portfolio management evaluation, and ongoing monitoring. Our services encompass financial planning, estate planning, and educational planning, ensuring a holistic approach to wealth preservation and growth.
As an independent RIA, Capital Consulting & Asset Management prioritizes client partnerships and strategic alliances, offering unbiased recommendations and support. We focus on building long-term relationships based on trust and transparency, helping our clients navigate complex financial landscapes. Founded in 1996, we have a dedicated team of experienced professionals committed to delivering exceptional service and personalized solutions. Financial Planning, Estate Planning, and Wealth Management are at the core of our offerings.
We specialize in delivering independent, conflict-free advice, helping clients achieve their financial goals through strategic asset allocation, portfolio management evaluation, and ongoing monitoring. Our services encompass financial planning, estate planning, and educational planning, ensuring a holistic approach to wealth preservation and growth.
As an independent RIA, Capital Consulting & Asset Management prioritizes client partnerships and strategic alliances, offering unbiased recommendations and support. We focus on building long-term relationships based on trust and transparency, helping our clients navigate complex financial landscapes. Founded in 1996, we have a dedicated team of experienced professionals committed to delivering exceptional service and personalized solutions. Financial Planning, Estate Planning, and Wealth Management are at the core of our offerings.
Finance
Financial Services
Hedgedemia Capital is a quantitative hedge fund based in Jersey City, New Jersey, specializing in U.S. equity and options markets.
We leverage state-of-the-art reinforcement learning to dynamically optimize investment strategies, balancing buying, selling, cash holdings, and hedging. Our approach is underpinned by rigorous backtesting and a commitment to data-driven decision-making.
Hedgedemia Capital caters to a diverse range of investors, including accredited investors, family offices, and institutional investors seeking sophisticated quantitative investment solutions. We provide advisory services and are open to new investment opportunities within the U.S. market.
We leverage state-of-the-art reinforcement learning to dynamically optimize investment strategies, balancing buying, selling, cash holdings, and hedging. Our approach is underpinned by rigorous backtesting and a commitment to data-driven decision-making.
Hedgedemia Capital caters to a diverse range of investors, including accredited investors, family offices, and institutional investors seeking sophisticated quantitative investment solutions. We provide advisory services and are open to new investment opportunities within the U.S. market.
Finance
Financial Services
Sunset Prosperities is a veteran-owned real estate investment company specializing in purchasing, rehabbing, and selling single-family and multi-family homes, primarily serving homeowners in Orlando, Florida facing financial difficulties.
We focus on providing solutions to help clients avoid foreclosure and retain their properties. Our approach centers on efficient property management and strategic sales, ensuring a positive outcome for both the homeowner and our investors.
As a Florida-based company, we leverage local market expertise to identify undervalued properties and deliver exceptional results. We are dedicated to assisting families and building a strong community through responsible real estate practices.
Founded in 2022, Sunset Prosperities currently employs a team of 4 professionals, dedicated to providing personalized service and achieving successful outcomes for our clients.
We focus on providing solutions to help clients avoid foreclosure and retain their properties. Our approach centers on efficient property management and strategic sales, ensuring a positive outcome for both the homeowner and our investors.
As a Florida-based company, we leverage local market expertise to identify undervalued properties and deliver exceptional results. We are dedicated to assisting families and building a strong community through responsible real estate practices.
Founded in 2022, Sunset Prosperities currently employs a team of 4 professionals, dedicated to providing personalized service and achieving successful outcomes for our clients.
Finance
Financial Services
Zen Ventures is a Dallas-based venture fund specializing in Tech, Real Estate, Recruitment, and Social Entrepreneurship.
Founded in 2022, Zen Ventures combines 100 years of combined experience in building and investing in startups and real estate, leveraging a philosophy of ‘think big, start small, act fast’ to accelerate growth for its portfolio companies.
We provide capital and strategic guidance across various stages, from seed and angel funding to Series A, B, and C rounds, alongside incubation and mentorship programs. Zen Ventures aims to connect the growing Tech and Real Estate markets, offering a diversified investment portfolio focused on hypergrowth startups and high-performing real estate assets.
With over $50 million in capital deployed, and expertise in areas like IT Recruitment, VOIP Solutions, Multifamily, and Land Development, Zen Ventures is a trusted partner for companies seeking to scale their operations and achieve lasting success.
Founded in 2022, Zen Ventures combines 100 years of combined experience in building and investing in startups and real estate, leveraging a philosophy of ‘think big, start small, act fast’ to accelerate growth for its portfolio companies.
We provide capital and strategic guidance across various stages, from seed and angel funding to Series A, B, and C rounds, alongside incubation and mentorship programs. Zen Ventures aims to connect the growing Tech and Real Estate markets, offering a diversified investment portfolio focused on hypergrowth startups and high-performing real estate assets.
With over $50 million in capital deployed, and expertise in areas like IT Recruitment, VOIP Solutions, Multifamily, and Land Development, Zen Ventures is a trusted partner for companies seeking to scale their operations and achieve lasting success.
Finance
Financial Services
Global Investment Solutions is a registered investment advisor based in Irvine, California, providing tailored portfolio management solutions to individuals, retirement plans, and corporate entities.
We offer a multi-strategy approach, combining passive and active management techniques to align with each investor’s risk and return objectives. Our investment philosophy centers on objective risk and opportunity management, utilizing market data to identify opportune moments for portfolio adjustments – whether to become more opportunistic or defensive.
Founded in 1984 by Roger Kliminski, Global Investment Solutions leverages over 40 years of investment experience, prioritizing client understanding and comfort through an educational approach. We manage assets utilizing mutual funds and individual securities, and are committed to delivering results based on a deep understanding of market dynamics.
We offer a multi-strategy approach, combining passive and active management techniques to align with each investor’s risk and return objectives. Our investment philosophy centers on objective risk and opportunity management, utilizing market data to identify opportune moments for portfolio adjustments – whether to become more opportunistic or defensive.
Founded in 1984 by Roger Kliminski, Global Investment Solutions leverages over 40 years of investment experience, prioritizing client understanding and comfort through an educational approach. We manage assets utilizing mutual funds and individual securities, and are committed to delivering results based on a deep understanding of market dynamics.
Finance
Financial Services
B N C H M R X is an Irvine, California-based **Sustainability Wealth Advisory** firm specializing in **luxury real estate investment** and performance optimization.
We empower high-net-worth individuals and families to build and manage sustainable wealth portfolios, focusing on strategic **property management**, insightful **portfolio assessment**, and comprehensive **occupant training**.
Our approach combines deep industry expertise with a commitment to holistic well-being, offering tailored solutions for **energy & wellness optimization** and **retirement/fiduciary practicioning**. Founded in 2012, we provide above & beyond service, fostering long-term partnerships and delivering exceptional results.
We are a trusted partner for discerning clients seeking to maximize the value and impact of their real estate investments.
We empower high-net-worth individuals and families to build and manage sustainable wealth portfolios, focusing on strategic **property management**, insightful **portfolio assessment**, and comprehensive **occupant training**.
Our approach combines deep industry expertise with a commitment to holistic well-being, offering tailored solutions for **energy & wellness optimization** and **retirement/fiduciary practicioning**. Founded in 2012, we provide above & beyond service, fostering long-term partnerships and delivering exceptional results.
We are a trusted partner for discerning clients seeking to maximize the value and impact of their real estate investments.
Finance
Financial Services
The Emprise Group is a leading investment group based in Orlando, Florida, specializing in **seed stage** and **pre-seed stage** investments for innovative startups.
We focus on backing exceptional entrepreneurs and their teams with a deep understanding of their industries, providing more than just capital – we offer strategic resources and operational expertise to accelerate growth.
Our approach centers on building long-term partnerships, supporting companies through multiple funding rounds, and ultimately facilitating successful exits. We are dedicated to fostering a collaborative environment built on trust and open communication, recognizing the critical role we play in our portfolio companies’ journeys.
Founded in 2018 by experienced business founders and investors, The Emprise Group is committed to driving impactful innovation and supporting the next generation of industry leaders.
We focus on backing exceptional entrepreneurs and their teams with a deep understanding of their industries, providing more than just capital – we offer strategic resources and operational expertise to accelerate growth.
Our approach centers on building long-term partnerships, supporting companies through multiple funding rounds, and ultimately facilitating successful exits. We are dedicated to fostering a collaborative environment built on trust and open communication, recognizing the critical role we play in our portfolio companies’ journeys.
Founded in 2018 by experienced business founders and investors, The Emprise Group is committed to driving impactful innovation and supporting the next generation of industry leaders.
Finance
Financial Services
Key.Consulting is a US-based crypto wallet recovery and hardware wallet setup service provider, specializing in helping individuals, investors, and family offices to become confident crypto investors. We offer comprehensive support, including wallet setup, secure storage solutions, and lost coin recovery services. Our team has successfully managed the secure storage and transfer of over $100 million in cryptocurrency. We prioritize security and transparency, crafting tailored plans to meet diverse crypto storage needs, from basic wallet creation to advanced security protocols.
At Key Consulting, we understand the complexities of the cryptocurrency landscape and the importance of safeguarding your digital assets. We provide expert guidance and hands-on assistance, ensuring a seamless and secure crypto journey.
Our core service is recovering lost Trezor or Ledger wallets from backup phrases with errors or missing words, alongside other recovery strategies. We also offer a comprehensive annual security and general checkup, creating and executing tailored plans for secure crypto storage and key backup. We charge a 15% fee on successfully recovered funds, with no charges if recovery is not possible.
At Key Consulting, we understand the complexities of the cryptocurrency landscape and the importance of safeguarding your digital assets. We provide expert guidance and hands-on assistance, ensuring a seamless and secure crypto journey.
Our core service is recovering lost Trezor or Ledger wallets from backup phrases with errors or missing words, alongside other recovery strategies. We also offer a comprehensive annual security and general checkup, creating and executing tailored plans for secure crypto storage and key backup. We charge a 15% fee on successfully recovered funds, with no charges if recovery is not possible.
Finance
Financial Services
Raxford Capital is a leading investment risk control firm based in Irvine, California. For over 25 years, we’ve provided comprehensive tax planning, asset protection, and investment risk management solutions to high-net-worth individuals and families.
We specialize in safeguarding assets and optimizing financial strategies, combining the expertise of seasoned Tax Attorneys, CPAs, and Asset Managers. Our integrated approach ensures a holistic view of your financial landscape, helping you navigate complex regulations and achieve long-term wealth preservation.
Raxford Capital’s commitment to client success is rooted in our deep understanding of estate planning, trust administration, and sophisticated investment strategies. We pride ourselves on delivering personalized service and building enduring relationships based on trust and transparency. We help our clients maintain and grow their wealth securely and efficiently.
We specialize in safeguarding assets and optimizing financial strategies, combining the expertise of seasoned Tax Attorneys, CPAs, and Asset Managers. Our integrated approach ensures a holistic view of your financial landscape, helping you navigate complex regulations and achieve long-term wealth preservation.
Raxford Capital’s commitment to client success is rooted in our deep understanding of estate planning, trust administration, and sophisticated investment strategies. We pride ourselves on delivering personalized service and building enduring relationships based on trust and transparency. We help our clients maintain and grow their wealth securely and efficiently.
Finance
Financial Services
DePaolo & May Strategic Wealth is a California-based investment management firm specializing in bespoke financial planning and wealth preservation for high-net-worth individuals and families.
We provide comprehensive services, including investment management, financial planning, tax strategy, and estate planning, all designed to help our clients achieve their long-term financial goals.
As a fee-only, fiduciary advisor, we prioritize our clients’ best interests above all else, offering transparent advice and a personalized approach, free from conflicts of interest. We utilize cutting-edge technology and a four-pillar approach to optimize your finances, ensuring clarity, intentionality, and sustainable growth.
We’ve helped young professionals, pre-retirees, and those nearing a liquidity event navigate complex financial transitions with confidence, building secure futures and preserving their wealth for generations to come.
We provide comprehensive services, including investment management, financial planning, tax strategy, and estate planning, all designed to help our clients achieve their long-term financial goals.
As a fee-only, fiduciary advisor, we prioritize our clients’ best interests above all else, offering transparent advice and a personalized approach, free from conflicts of interest. We utilize cutting-edge technology and a four-pillar approach to optimize your finances, ensuring clarity, intentionality, and sustainable growth.
We’ve helped young professionals, pre-retirees, and those nearing a liquidity event navigate complex financial transitions with confidence, building secure futures and preserving their wealth for generations to come.
Finance
Financial Services
Ispolin Capital LLC is a U.S.-based registered commodity trading advisor (CTA) and commodity pool operator (CPO) with the commodity futures trading commission (CFTC) and a member of the national futures association (NFA #0555529). We operate at the intersection of human insight and machine precision, seeking to deliver risk adjusted alpha and capital preservation in volatile macro regimes though losses may occur.
Our discretionary global macro strategy combines institutional trading discipline with AI-assisted analytics and a drawdown-responsive risk framework. We manage capital through a structured risk approach, utilizing liquidity, clarity, and conviction to capitalize on global trends.
Ispolin Capital LLC employs a multi-layered, automated, and adaptive risk control system – the Capital Survival Framework™ – that dynamically adjusts leverage and exposure based on drawdown zones, prioritizing disciplined capital preservation. We offer both managed accounts (SMA) and fund structures for institutional allocators, family offices, and wealth managers seeking exposure to discretionary global macro strategies. Our team, led by Ilya Lobanov and Kuan Karsybek, brings extensive experience in global markets and investment banking to this endeavor.
Our discretionary global macro strategy combines institutional trading discipline with AI-assisted analytics and a drawdown-responsive risk framework. We manage capital through a structured risk approach, utilizing liquidity, clarity, and conviction to capitalize on global trends.
Ispolin Capital LLC employs a multi-layered, automated, and adaptive risk control system – the Capital Survival Framework™ – that dynamically adjusts leverage and exposure based on drawdown zones, prioritizing disciplined capital preservation. We offer both managed accounts (SMA) and fund structures for institutional allocators, family offices, and wealth managers seeking exposure to discretionary global macro strategies. Our team, led by Ilya Lobanov and Kuan Karsybek, brings extensive experience in global markets and investment banking to this endeavor.
Finance
Financial Services
Viridi Capital is a US-based venture capital firm specializing in private equity and investment strategies focused on sustainability, innovation, and return.
Based in Orlando, Florida, Viridi Capital operates across Brazil and the United States, providing value, angel, and venture capital investments to a diverse range of companies.
With a history dating back to 2003, Viridi Capital supports businesses leveraging innovative models and sustainable practices. We are dedicated to identifying and nurturing high-growth potential ventures, offering strategic guidance and capital to drive success in the competitive market.
Viridi Capital’s investment approach centers on businesses that align with our core values of sustainability, innovation, and delivering strong returns to our investors.
Based in Orlando, Florida, Viridi Capital operates across Brazil and the United States, providing value, angel, and venture capital investments to a diverse range of companies.
With a history dating back to 2003, Viridi Capital supports businesses leveraging innovative models and sustainable practices. We are dedicated to identifying and nurturing high-growth potential ventures, offering strategic guidance and capital to drive success in the competitive market.
Viridi Capital’s investment approach centers on businesses that align with our core values of sustainability, innovation, and delivering strong returns to our investors.
Finance
Financial Services
Scale Up Pitch is a Plano, Texas-based funding forum connecting high-potential startups with investors who fuel Seed+ and Series A growth. We provide a trusted platform for later-stage companies to secure capital, sharpen their strategies, and join a network built on real-world experience.
At the heart of Scale Up Pitch are its founders: Chuck May, Jim Davis, Kirk Otis, and Hall T Martin. Each brings a unique set of skills and experiences to the table, contributing to the forum's success. Chuck May, known for his strategic insight in technology startups, has a track record of guiding young companies through pivotal growth stages. Jim Davis brings a wealth of experience in corporate finance, helping startups optimize their financial strategies for scaling. Kirk Otis, an experienced CEO of two startups in the tech space (1 now public), raised $54M from VCs, and managed 29 start-ups through Nortel’s CVC program, provides practical advice on fundraising and managing rapid growth. Hall T Martin, an expert in venture connections, bridges the gap between rising startups and interested investors.
Scale Up Pitch is held on the third Friday of each month, offering both online and in-person participation options. This hybrid format ensures maximum accessibility, allowing founders from various geographies to engage with potential investors without the barrier of travel. We focus on building lasting relationships within a trusted community, and our events are non-solicitation-based, fostering high-quality deal flow and investor engagement.
Scale Up Pitch offers exclusive access to Seed+ and Series A investors, facilitating significant capital raises and strategic partnerships. We’ve facilitated over $900M in capital raised and connected over 43,000 investors through our network, demonstrating our impact on the startup ecosystem.
At the heart of Scale Up Pitch are its founders: Chuck May, Jim Davis, Kirk Otis, and Hall T Martin. Each brings a unique set of skills and experiences to the table, contributing to the forum's success. Chuck May, known for his strategic insight in technology startups, has a track record of guiding young companies through pivotal growth stages. Jim Davis brings a wealth of experience in corporate finance, helping startups optimize their financial strategies for scaling. Kirk Otis, an experienced CEO of two startups in the tech space (1 now public), raised $54M from VCs, and managed 29 start-ups through Nortel’s CVC program, provides practical advice on fundraising and managing rapid growth. Hall T Martin, an expert in venture connections, bridges the gap between rising startups and interested investors.
Scale Up Pitch is held on the third Friday of each month, offering both online and in-person participation options. This hybrid format ensures maximum accessibility, allowing founders from various geographies to engage with potential investors without the barrier of travel. We focus on building lasting relationships within a trusted community, and our events are non-solicitation-based, fostering high-quality deal flow and investor engagement.
Scale Up Pitch offers exclusive access to Seed+ and Series A investors, facilitating significant capital raises and strategic partnerships. We’ve facilitated over $900M in capital raised and connected over 43,000 investors through our network, demonstrating our impact on the startup ecosystem.
Finance
Financial Services
REALM Capital is an Irvine, California-based real estate debt fund that provides accredited investors with consistent cash flow through secured real estate investments.
At REALM Capital, LLC, we specialize in transforming distressed properties into income-producing assets, offering a reliable investment solution for those seeking passive income. We focus on acquiring and repositioning undervalued real estate through debt funds and strategic joint ventures, revitalizing residential and commercial properties with expert design, construction, and management – all while safeguarding investor capital and delivering fixed income.
Our team, led by Founder Gabe Cole, leverages over 20 years of Southern California real estate experience, having successfully closed over 700 transactions totaling more than $700 million. We offer investors a fixed return of 9–12% annually, paid quarterly, backed by tangible real estate assets, with the flexibility to withdraw capital after 12 months.
At REALM Capital, LLC, we specialize in transforming distressed properties into income-producing assets, offering a reliable investment solution for those seeking passive income. We focus on acquiring and repositioning undervalued real estate through debt funds and strategic joint ventures, revitalizing residential and commercial properties with expert design, construction, and management – all while safeguarding investor capital and delivering fixed income.
Our team, led by Founder Gabe Cole, leverages over 20 years of Southern California real estate experience, having successfully closed over 700 transactions totaling more than $700 million. We offer investors a fixed return of 9–12% annually, paid quarterly, backed by tangible real estate assets, with the flexibility to withdraw capital after 12 months.
Finance
Financial Services
Anthony Joseph Capital is a leading investment management firm based in Orlando, Florida, specializing in exclusive real estate investments.
We focus on sourcing and acquiring off-market properties, delivering exceptional returns for our clients. Our team leverages deep market knowledge and a strategic approach to identify undervalued assets and maximize their potential.
Anthony Joseph Capital provides bespoke investment solutions tailored to individual client needs, prioritizing long-term value creation and sustainable growth. We are dedicated to building strong, lasting relationships based on trust and transparency.
Founded on a commitment to excellence, we have established a strong track record of successful real estate investments, serving a diverse clientele seeking premium returns. We operate with a disciplined investment process and a focus on identifying opportunities in prime locations.
We focus on sourcing and acquiring off-market properties, delivering exceptional returns for our clients. Our team leverages deep market knowledge and a strategic approach to identify undervalued assets and maximize their potential.
Anthony Joseph Capital provides bespoke investment solutions tailored to individual client needs, prioritizing long-term value creation and sustainable growth. We are dedicated to building strong, lasting relationships based on trust and transparency.
Founded on a commitment to excellence, we have established a strong track record of successful real estate investments, serving a diverse clientele seeking premium returns. We operate with a disciplined investment process and a focus on identifying opportunities in prime locations.
Finance
Financial Services
Vann Equity Management is a leading investment money management firm based in Plano, Texas. We provide sophisticated portfolio solutions to institutional investors, independent financial advisors, high net-worth family offices, and individual investors.
Our disciplined, data-driven investment approach combines quantitative research, thoughtful portfolio construction, and personalized guidance to help clients build long-term confidence, clarity, and financial growth.
Vann Equity Management leverages its proprietary quantitative models to identify companies with compelling growth potential, utilizing superior analytics and a focus on identifying companies with superior financial characteristics. We are committed to delivering consistent, long-term performance through a process-driven firm.
Our disciplined, data-driven investment approach combines quantitative research, thoughtful portfolio construction, and personalized guidance to help clients build long-term confidence, clarity, and financial growth.
Vann Equity Management leverages its proprietary quantitative models to identify companies with compelling growth potential, utilizing superior analytics and a focus on identifying companies with superior financial characteristics. We are committed to delivering consistent, long-term performance through a process-driven firm.
Finance
Financial Services
BulletProof Holdings is a privately held investment firm based in Orlando, Florida, specializing in providing recession-proof wealth preservation and growth for its clients.
We serve a diverse clientele, including everyday professionals and entrepreneurs, with a particular focus on underserved investors such as women, Black, and Latino individuals, aiming to diminish wealth inequality.
At BulletProof Holdings, we prioritize enduring partnerships built on trust and integrity, consistently yielding exceptional, long-term investment returns. Our commitment to aligning our interests with those of our investors drives our mission to become the preferred ally in private markets.
We are dedicated to establishing innovative investment funds that boast accessibility, affordability, and transparency, while catering to the aspirations of the everyday professional and entrepreneur.
We serve a diverse clientele, including everyday professionals and entrepreneurs, with a particular focus on underserved investors such as women, Black, and Latino individuals, aiming to diminish wealth inequality.
At BulletProof Holdings, we prioritize enduring partnerships built on trust and integrity, consistently yielding exceptional, long-term investment returns. Our commitment to aligning our interests with those of our investors drives our mission to become the preferred ally in private markets.
We are dedicated to establishing innovative investment funds that boast accessibility, affordability, and transparency, while catering to the aspirations of the everyday professional and entrepreneur.
Finance
Financial Services
Inheritance Financial Solutions is a Fort Wayne, Indiana-based wealth management firm dedicated to providing personalized financial planning, investment strategies, and retirement solutions to individuals, families, and business owners.
We specialize in helping clients navigate complex financial landscapes, from estate planning and succession strategies for business owners to retirement and investment management for individuals.
At Inheritance Financial Solutions, we prioritize a client-first approach, utilizing independent research and a deep understanding of your unique goals and values to build long-term relationships and deliver tailored financial strategies. We believe in proactive planning and clear communication, ensuring you have the knowledge and confidence to achieve your financial aspirations.
Our team brings diverse experience and a shared commitment to helping you preserve your legacy and build a secure financial future.
We specialize in helping clients navigate complex financial landscapes, from estate planning and succession strategies for business owners to retirement and investment management for individuals.
At Inheritance Financial Solutions, we prioritize a client-first approach, utilizing independent research and a deep understanding of your unique goals and values to build long-term relationships and deliver tailored financial strategies. We believe in proactive planning and clear communication, ensuring you have the knowledge and confidence to achieve your financial aspirations.
Our team brings diverse experience and a shared commitment to helping you preserve your legacy and build a secure financial future.
Finance
Financial Services
TI Assets LLC is a real estate investment firm based in Orlando, Florida, specializing in acquiring and managing high-quality residential and multifamily properties, self-storage facilities, and land development projects.
We focus on providing stable passive income and long-term equity growth for our investors, prioritizing capital preservation and disciplined underwriting. Our strategy centers on identifying undervalued assets in thriving markets with strong fundamentals – locations near major employment centers, transportation hubs, and essential amenities.
Unlike traditional investments, our portfolio delivers consistent monthly distributions and builds equity through market appreciation, offering a secure and profitable path to wealth accumulation. We partner with experienced operators to ensure optimal performance and investor returns, providing a reliable alternative to the volatility of the stock market. We are dedicated to securing our investors’ future through strategic real estate investments.
We focus on providing stable passive income and long-term equity growth for our investors, prioritizing capital preservation and disciplined underwriting. Our strategy centers on identifying undervalued assets in thriving markets with strong fundamentals – locations near major employment centers, transportation hubs, and essential amenities.
Unlike traditional investments, our portfolio delivers consistent monthly distributions and builds equity through market appreciation, offering a secure and profitable path to wealth accumulation. We partner with experienced operators to ensure optimal performance and investor returns, providing a reliable alternative to the volatility of the stock market. We are dedicated to securing our investors’ future through strategic real estate investments.
Finance
Financial Services
Wren Industries Inc is a privately held investment firm based in Siler City, North Carolina, supporting entrepreneurs across the Southeast. Founded in 1923, this fourth-generation, family-office provides permanent capital to growing businesses.
We focus on identifying and nurturing promising companies, offering strategic guidance and operational support alongside financial investment. Our approach centers on building long-term partnerships, understanding the unique needs of each business, and fostering sustainable growth.
Wren Industries’ investment strategy is rooted in a deep understanding of the regional economy and a commitment to supporting local entrepreneurs. We specialize in providing capital to businesses in the Financial Services sector, helping them scale and achieve their full potential.
With a team of just 3 professionals, we offer a highly personalized and responsive investment experience.
We focus on identifying and nurturing promising companies, offering strategic guidance and operational support alongside financial investment. Our approach centers on building long-term partnerships, understanding the unique needs of each business, and fostering sustainable growth.
Wren Industries’ investment strategy is rooted in a deep understanding of the regional economy and a commitment to supporting local entrepreneurs. We specialize in providing capital to businesses in the Financial Services sector, helping them scale and achieve their full potential.
With a team of just 3 professionals, we offer a highly personalized and responsive investment experience.
Finance
Financial Services
Young Soo Inc is a California-based private investment company specializing in investment management and product placement services.
We partner with national retailers and DEFI blockchain exchanges to strategically position consumer products and digital currency. Our team of experienced professionals focuses on bringing client visions to life and driving customer acquisition globally.
Young Soo Inc. leverages decades of expertise in financial services and film finance to deliver tailored solutions for our clients. We are a Licensed Investment Advisor Representative (RIA) and hold insurance licenses, providing comprehensive investment management services.
We partner with national retailers and DEFI blockchain exchanges to strategically position consumer products and digital currency. Our team of experienced professionals focuses on bringing client visions to life and driving customer acquisition globally.
Young Soo Inc. leverages decades of expertise in financial services and film finance to deliver tailored solutions for our clients. We are a Licensed Investment Advisor Representative (RIA) and hold insurance licenses, providing comprehensive investment management services.
Finance
Financial Services
Optimus Advisory Group is a California-based investment advisory firm providing tailored investment management solutions to financial advisors, RIA firms, and broker-dealers.
We specialize in creating and managing tactical, actively-managed, and risk-managed investment strategies, offering a diverse range of services including equity, fixed income, and allocation strategies.
At Optimus Advisory Group, we prioritize personalized service, offering direct access to our leadership team, and we’ve built a strong track record demonstrating our ability to deliver results. Our boutique approach ensures that every decision is aligned with your unique goals and risk tolerance.
Founded in 2008, we’ve grown to serve a growing network of clients and advisors, consistently delivering peace of mind through proactive investment management.
We specialize in creating and managing tactical, actively-managed, and risk-managed investment strategies, offering a diverse range of services including equity, fixed income, and allocation strategies.
At Optimus Advisory Group, we prioritize personalized service, offering direct access to our leadership team, and we’ve built a strong track record demonstrating our ability to deliver results. Our boutique approach ensures that every decision is aligned with your unique goals and risk tolerance.
Founded in 2008, we’ve grown to serve a growing network of clients and advisors, consistently delivering peace of mind through proactive investment management.
Finance
Financial Services
Taurus Capital Partners is a specialist hotel investment advisory firm based in Saint Petersburg, Florida.
We focus on assembling, restructuring, and managing a portfolio of hotel assets through complex situations, unlocking value and driving growth. Our investment strategy concentrates on U.S. and select international markets, targeting distressed, stabilized, and development assets.
Taurus Capital Partners leverages deep market expertise and a robust network of industry specialists – including insolvency administrators, banks, and operators – to deliver exceptional results for our investors, encompassing advisory, acquisitions, financing, restructuring, capital raising, and asset management. We cater to investors such as Private Equity, Funds of Funds, and High Net Worth Individuals.
We focus on assembling, restructuring, and managing a portfolio of hotel assets through complex situations, unlocking value and driving growth. Our investment strategy concentrates on U.S. and select international markets, targeting distressed, stabilized, and development assets.
Taurus Capital Partners leverages deep market expertise and a robust network of industry specialists – including insolvency administrators, banks, and operators – to deliver exceptional results for our investors, encompassing advisory, acquisitions, financing, restructuring, capital raising, and asset management. We cater to investors such as Private Equity, Funds of Funds, and High Net Worth Individuals.
Finance
Financial Services
Sparrow Wealth Management is a fee-only financial advisor based in Lake Nona, Florida, providing low-cost investment management and comprehensive financial planning services to clients nationwide.
We understand that navigating the complexities of wealth management can be overwhelming. That’s why we focus on building strong, trusting relationships with our clients, acting as a fiduciary and putting your best interests first. Unlike commission-based advisors, we don’t receive incentives to recommend specific products, ensuring unbiased advice tailored to your unique goals.
Sparrow Wealth Management helps individuals and families achieve financial freedom and peace of mind through a personalized approach, combining strategic investment management with proactive financial planning. We specialize in serving a diverse clientele, from established families to new couples, and are committed to inclusivity and respect across all walks of life.
With over 20 years of experience, we’ve helped hundreds of clients build and preserve their wealth, and we’re dedicated to continuing to provide exceptional service and guidance for years to come. We currently manage assets for households with $3 million or more.
We understand that navigating the complexities of wealth management can be overwhelming. That’s why we focus on building strong, trusting relationships with our clients, acting as a fiduciary and putting your best interests first. Unlike commission-based advisors, we don’t receive incentives to recommend specific products, ensuring unbiased advice tailored to your unique goals.
Sparrow Wealth Management helps individuals and families achieve financial freedom and peace of mind through a personalized approach, combining strategic investment management with proactive financial planning. We specialize in serving a diverse clientele, from established families to new couples, and are committed to inclusivity and respect across all walks of life.
With over 20 years of experience, we’ve helped hundreds of clients build and preserve their wealth, and we’re dedicated to continuing to provide exceptional service and guidance for years to come. We currently manage assets for households with $3 million or more.
Finance
Financial Services
Atherean Asset Management LLC is a Jersey City, New Jersey-based wealth management firm specializing in research-focused, value-oriented investment strategies.
We provide tailored wealth management services through long-only separately-managed accounts (SMAs) and manage the Atherean Value Fund, LP (AVF). Our SMAs are meticulously designed to align with each client’s unique risk tolerance, investment timeline, and financial goals.
Founded in 2014 by Christopher Gething, CFA, Atherean Asset Management leverages a deep understanding of value investing, combined with a rigorous research process and a commitment to long-term performance. We also manage a long-short equity fund, the Atherean Value Fund, LP, supplementing it with strategies like risk-arbitrage and trend-following. Wealth Management and Portfolio Management are at the core of our offerings.
We provide tailored wealth management services through long-only separately-managed accounts (SMAs) and manage the Atherean Value Fund, LP (AVF). Our SMAs are meticulously designed to align with each client’s unique risk tolerance, investment timeline, and financial goals.
Founded in 2014 by Christopher Gething, CFA, Atherean Asset Management leverages a deep understanding of value investing, combined with a rigorous research process and a commitment to long-term performance. We also manage a long-short equity fund, the Atherean Value Fund, LP, supplementing it with strategies like risk-arbitrage and trend-following. Wealth Management and Portfolio Management are at the core of our offerings.
Finance
Financial Services
Canvas Outdoors is a Florida-based investment firm specializing in supporting family-owned businesses and legacy transitions.
We focus on providing long-term capital and operational expertise to help these businesses thrive for decades to come.
Our approach centers on a team of experienced operators who understand the challenges of running a business and are committed to adding value through strategic goals, operational efficiencies, and a people-first philosophy. We prioritize building enduring businesses alongside our partners, fostering a collaborative approach to growth and success.
With a proven track record of successful exits and a commitment to sustainable growth, Canvas Outdoors is dedicated to preserving legacies and creating lasting value.
We focus on providing long-term capital and operational expertise to help these businesses thrive for decades to come.
Our approach centers on a team of experienced operators who understand the challenges of running a business and are committed to adding value through strategic goals, operational efficiencies, and a people-first philosophy. We prioritize building enduring businesses alongside our partners, fostering a collaborative approach to growth and success.
With a proven track record of successful exits and a commitment to sustainable growth, Canvas Outdoors is dedicated to preserving legacies and creating lasting value.
Finance
Financial Services
TYME Advisors is a Plano, Texas-based wealth advisory and consulting firm dedicated to providing clients with comprehensive, real-time, and personalized financial guidance.
We serve a diverse clientele, including individuals, high-net-worth individuals, small to medium-sized businesses, business owners, Registered Investment Advisor (RIA) firms, and broker dealer firms. Our goal is to address the challenges faced by these groups – from cash management and tax planning to investment selection and estate planning – offering a holistic approach to financial well-being.
What distinguishes TYME Advisors is our commitment to multi-disciplinary advice, delivered through a technology-driven platform. We leverage our expertise in performance reporting, portfolio management consulting, and system architecture to create a truly integrated and understandable experience for our clients.
Founded in 2016, TYME Advisors, led by Taylor Herzog, CFA, CAIA, combines decades of experience in investment research, risk management, and technology solutions to deliver exceptional value. We are committed to helping our clients achieve their long-term financial goals.
We serve a diverse clientele, including individuals, high-net-worth individuals, small to medium-sized businesses, business owners, Registered Investment Advisor (RIA) firms, and broker dealer firms. Our goal is to address the challenges faced by these groups – from cash management and tax planning to investment selection and estate planning – offering a holistic approach to financial well-being.
What distinguishes TYME Advisors is our commitment to multi-disciplinary advice, delivered through a technology-driven platform. We leverage our expertise in performance reporting, portfolio management consulting, and system architecture to create a truly integrated and understandable experience for our clients.
Founded in 2016, TYME Advisors, led by Taylor Herzog, CFA, CAIA, combines decades of experience in investment research, risk management, and technology solutions to deliver exceptional value. We are committed to helping our clients achieve their long-term financial goals.
Finance
Financial Services
Calano Funds is a leading Venture Capital and Private Equity firm based in Orlando, Florida, specializing in investing in revenue-generating companies with proven product-market fit.
We partner with founders who have moved beyond the hypothesis stage, focusing on technology, consumer, and vertical SaaS sectors. Our investment strategy centers on leading rounds with conviction, providing not just capital but also operational partnership to accelerate growth and scale businesses.
Calano Funds actively seeks companies that have demonstrated product-market fit and achieved over $1 million in annual revenue, positioning them for continued expansion and success. We are dedicated to fostering strong relationships and advocating for our portfolio companies’ long-term vision.
We partner with founders who have moved beyond the hypothesis stage, focusing on technology, consumer, and vertical SaaS sectors. Our investment strategy centers on leading rounds with conviction, providing not just capital but also operational partnership to accelerate growth and scale businesses.
Calano Funds actively seeks companies that have demonstrated product-market fit and achieved over $1 million in annual revenue, positioning them for continued expansion and success. We are dedicated to fostering strong relationships and advocating for our portfolio companies’ long-term vision.
Finance
Financial Services
OneOutdoor Holdings is a Florida-based investment holding company specializing in acquiring and operating established commercial landscaping businesses.
We are dedicated to preserving the legacy of family-owned businesses, providing strategic guidance, and fostering strong team dynamics. Our approach centers on long-term thinking and unwavering integrity, ensuring the continued success of the companies within our portfolio.
As experienced operators ourselves, we understand the nuances of running a successful business – it’s more than just financial metrics; it’s about people, community, and a shared vision. We’ve successfully realized investments in Benchmark Landscaping, GeorgiaScapes, and more, demonstrating our commitment to building a family of thriving enterprises.
We are dedicated to preserving the legacy of family-owned businesses, providing strategic guidance, and fostering strong team dynamics. Our approach centers on long-term thinking and unwavering integrity, ensuring the continued success of the companies within our portfolio.
As experienced operators ourselves, we understand the nuances of running a successful business – it’s more than just financial metrics; it’s about people, community, and a shared vision. We’ve successfully realized investments in Benchmark Landscaping, GeorgiaScapes, and more, demonstrating our commitment to building a family of thriving enterprises.
Finance
Financial Services
Phronesis Fund is a long-biased investment partnership based in Orlando, Florida, specializing in applying practical wisdom and first principles to patient capital compounding.
We focus on building enduring relationships and generating consistent returns through a disciplined, long-term investment approach. Our expertise lies in identifying and supporting businesses with strong fundamentals and sustainable growth potential.
Phronesis Fund’s investment strategy is rooted in a deep understanding of power laws and market dynamics, allowing us to navigate complex financial landscapes with confidence. We are dedicated to fostering trust and delivering value to our partners.
Founded in 2020, we operate with a small, focused team of experienced professionals committed to delivering exceptional results. We are a registered investment advisor.
We focus on building enduring relationships and generating consistent returns through a disciplined, long-term investment approach. Our expertise lies in identifying and supporting businesses with strong fundamentals and sustainable growth potential.
Phronesis Fund’s investment strategy is rooted in a deep understanding of power laws and market dynamics, allowing us to navigate complex financial landscapes with confidence. We are dedicated to fostering trust and delivering value to our partners.
Founded in 2020, we operate with a small, focused team of experienced professionals committed to delivering exceptional results. We are a registered investment advisor.
Finance
Financial Services
Sunrise Wealth Advisors is a trusted financial advisory firm based in Orlando, Florida, dedicated to providing comprehensive wealth management solutions to individuals, families, entrepreneurs, and businesses.
We understand that everyone’s financial goals and circumstances are unique. Our experienced team of advisors works closely with each client to develop personalized strategies encompassing investments, retirement planning, estate planning, and insurance – all designed to build a secure and prosperous future.
What sets Sunrise Wealth Advisors apart is our commitment to building long-term relationships based on trust, transparency, and a client-centric approach. We leverage data-driven strategies and access to resources through Cetera Advisors LLC to navigate market complexities and deliver exceptional results. We’re proud to be a fiduciary, always acting in your best interest.
Founded in 2009, Sunrise Wealth Advisors has grown to serve a diverse clientele, including employees of Lockheed Martin and Disney, and we continue to expand our services to meet the evolving needs of our community. We offer a range of specialized services, including 401(k) optimization, portfolio diversification, and estate planning, all supported by our commitment to ongoing education and market expertise.
We understand that everyone’s financial goals and circumstances are unique. Our experienced team of advisors works closely with each client to develop personalized strategies encompassing investments, retirement planning, estate planning, and insurance – all designed to build a secure and prosperous future.
What sets Sunrise Wealth Advisors apart is our commitment to building long-term relationships based on trust, transparency, and a client-centric approach. We leverage data-driven strategies and access to resources through Cetera Advisors LLC to navigate market complexities and deliver exceptional results. We’re proud to be a fiduciary, always acting in your best interest.
Founded in 2009, Sunrise Wealth Advisors has grown to serve a diverse clientele, including employees of Lockheed Martin and Disney, and we continue to expand our services to meet the evolving needs of our community. We offer a range of specialized services, including 401(k) optimization, portfolio diversification, and estate planning, all supported by our commitment to ongoing education and market expertise.
Finance
Financial Services
E2MC is a Virginia-based space investment firm specializing in early-stage ventures, with over 25 investments to date.
We focus on supporting the burgeoning space economy, providing strategic capital and operational expertise to innovative companies building the future of space exploration and technology.
E2MC’s team combines decades of space industry experience with a deep understanding of entrepreneurship and global markets, acting as a crucial bridge for U.S. space startups to expand internationally.
Our network extends across 8 countries and we actively support the development of new space applications, from satellite technology to in-space manufacturing, alongside our accelerator programs and thought leadership initiatives.
We focus on supporting the burgeoning space economy, providing strategic capital and operational expertise to innovative companies building the future of space exploration and technology.
E2MC’s team combines decades of space industry experience with a deep understanding of entrepreneurship and global markets, acting as a crucial bridge for U.S. space startups to expand internationally.
Our network extends across 8 countries and we actively support the development of new space applications, from satellite technology to in-space manufacturing, alongside our accelerator programs and thought leadership initiatives.
Finance
Financial Services
Lieef is a California-based investment firm specializing in capital deployment and operational support for emerging infrastructure platforms.
We combine the discipline of principal investing with the mindset of company builders, partnering with businesses across sectors including renewable energy, sustainable fuels, water, waste, transportation, and EV charging.
Lieef’s approach is hands-on, analytically rigorous, and grounded in operating realities, focusing on catalyzing growth, institutionalizing operations, optimizing capital, and positioning businesses for the next chapter. We partner with management teams and professionals of high integrity who are looking to accelerate their business growth without diluting their ownership interests.
Lieef’s Capital Built to Scale strategy focuses on predictable cash flow, no macro bets, and prudent leverage, ensuring long-term, sustainable growth for our portfolio companies.
We combine the discipline of principal investing with the mindset of company builders, partnering with businesses across sectors including renewable energy, sustainable fuels, water, waste, transportation, and EV charging.
Lieef’s approach is hands-on, analytically rigorous, and grounded in operating realities, focusing on catalyzing growth, institutionalizing operations, optimizing capital, and positioning businesses for the next chapter. We partner with management teams and professionals of high integrity who are looking to accelerate their business growth without diluting their ownership interests.
Lieef’s Capital Built to Scale strategy focuses on predictable cash flow, no macro bets, and prudent leverage, ensuring long-term, sustainable growth for our portfolio companies.
Finance
Financial Services
HighTitan is a US-based digital asset trading platform providing a secure and comprehensive experience for users seeking to navigate the world of **cryptocurrency trading**, **DeFi**, and **digital investments**.
We cater to both seasoned traders and newcomers, offering a unified platform for **fiat on-ramps**, **spot trading**, **futures contracts**, and participation in **Initial Coin Offerings (ICOs)**. Our goal is to simplify the complexities of digital asset investing and empower individuals to confidently grow their portfolios.
HighTitan distinguishes itself through its commitment to **expert support** and accessible **educational resources**, ensuring users have the knowledge and tools they need to make informed decisions. We are dedicated to providing a reliable and user-friendly environment for all levels of digital asset enthusiasts.
We cater to both seasoned traders and newcomers, offering a unified platform for **fiat on-ramps**, **spot trading**, **futures contracts**, and participation in **Initial Coin Offerings (ICOs)**. Our goal is to simplify the complexities of digital asset investing and empower individuals to confidently grow their portfolios.
HighTitan distinguishes itself through its commitment to **expert support** and accessible **educational resources**, ensuring users have the knowledge and tools they need to make informed decisions. We are dedicated to providing a reliable and user-friendly environment for all levels of digital asset enthusiasts.
Finance
Financial Services
UltrApex is a US-based financial services technology company specializing in secure, globally supported data solutions for businesses.
We help financial institutions and enterprises streamline their data workflows, ensuring compliance and accelerating decision-making. Our core offering is a comprehensive suite of data integration and governance tools designed to simplify complex data landscapes and reduce operational risk.
UltrApex differentiates itself through its commitment to robust security protocols, global support capabilities, and a user-friendly interface. We provide a secure and reliable platform for managing sensitive financial data, empowering organizations to operate with confidence and agility. We are dedicated to providing a seamless experience, from initial implementation to ongoing support, ensuring our clients achieve maximum value from their data investments.
Founded in 2018, UltrApex has rapidly grown to serve a diverse client base, including leading banks and investment firms across North America. We are committed to innovation and continuous improvement, constantly adapting our solutions to meet the evolving needs of the financial services industry.
We help financial institutions and enterprises streamline their data workflows, ensuring compliance and accelerating decision-making. Our core offering is a comprehensive suite of data integration and governance tools designed to simplify complex data landscapes and reduce operational risk.
UltrApex differentiates itself through its commitment to robust security protocols, global support capabilities, and a user-friendly interface. We provide a secure and reliable platform for managing sensitive financial data, empowering organizations to operate with confidence and agility. We are dedicated to providing a seamless experience, from initial implementation to ongoing support, ensuring our clients achieve maximum value from their data investments.
Founded in 2018, UltrApex has rapidly grown to serve a diverse client base, including leading banks and investment firms across North America. We are committed to innovation and continuous improvement, constantly adapting our solutions to meet the evolving needs of the financial services industry.
Finance
Financial Services
Mortgage Rates Plano Texas is a leading mortgage lender serving clients in Plano, Texas and the surrounding areas.
We specialize in providing competitive 30-year fixed-rate home loans, designed to help homeowners avoid declines when making mortgage payments.
Our commitment is to simplify the mortgage process and deliver personalized service, ensuring a smooth and stress-free experience for every client. We focus on building long-term relationships based on trust and expertise in the Texas real estate market.
Established in 1995, Mortgage Rates Plano Texas has a proven track record of assisting families in achieving their homeownership dreams. We are dedicated to providing exceptional service and competitive rates to our valued customers.
We specialize in providing competitive 30-year fixed-rate home loans, designed to help homeowners avoid declines when making mortgage payments.
Our commitment is to simplify the mortgage process and deliver personalized service, ensuring a smooth and stress-free experience for every client. We focus on building long-term relationships based on trust and expertise in the Texas real estate market.
Established in 1995, Mortgage Rates Plano Texas has a proven track record of assisting families in achieving their homeownership dreams. We are dedicated to providing exceptional service and competitive rates to our valued customers.
Finance
Financial Services
Orlando Credit Repair Pros is a leading credit repair service based in Orlando, Florida, specializing in helping individuals improve their credit scores and achieve financial stability.
We understand that negative marks on your credit report can significantly impact your ability to secure loans, obtain favorable interest rates, and even rent an apartment. Our experienced Orlando credit repair professionals work diligently to dispute inaccurate information and identify strategies to boost your creditworthiness.
Orlando Credit Repair Pros focuses on providing personalized credit repair solutions for residents of Orlando and surrounding areas. We are committed to helping you regain control of your financial future and unlock opportunities for growth. We assist with everything from initial credit report analysis to ongoing monitoring and dispute resolution – all designed to get you the best possible outcome.
Founded in 2015, we’ve helped hundreds of Floridians improve their credit scores and achieve their financial goals. We are a trusted resource for credit counseling and credit repair in the Orlando area.
We understand that negative marks on your credit report can significantly impact your ability to secure loans, obtain favorable interest rates, and even rent an apartment. Our experienced Orlando credit repair professionals work diligently to dispute inaccurate information and identify strategies to boost your creditworthiness.
Orlando Credit Repair Pros focuses on providing personalized credit repair solutions for residents of Orlando and surrounding areas. We are committed to helping you regain control of your financial future and unlock opportunities for growth. We assist with everything from initial credit report analysis to ongoing monitoring and dispute resolution – all designed to get you the best possible outcome.
Founded in 2015, we’ve helped hundreds of Floridians improve their credit scores and achieve their financial goals. We are a trusted resource for credit counseling and credit repair in the Orlando area.
Financial Services
Banking
Mulapoint is a Kinshasa-based financial services platform specializing in cash-in, cash-out, and utility bill payments.
We empower businesses and individuals across the Democratic Republic of Congo and the United States to seamlessly manage financial transactions, offering a secure and convenient solution for remote payments.
Mulapoint provides a comprehensive agent network, facilitating access to essential financial services for underserved communities. Our platform streamlines payment processes, reducing friction and increasing efficiency for both merchants and customers.
Founded in 2022, Mulapoint is rapidly expanding its reach, connecting individuals and businesses with vital financial tools. We are committed to innovation and building a more inclusive financial ecosystem.
We empower businesses and individuals across the Democratic Republic of Congo and the United States to seamlessly manage financial transactions, offering a secure and convenient solution for remote payments.
Mulapoint provides a comprehensive agent network, facilitating access to essential financial services for underserved communities. Our platform streamlines payment processes, reducing friction and increasing efficiency for both merchants and customers.
Founded in 2022, Mulapoint is rapidly expanding its reach, connecting individuals and businesses with vital financial tools. We are committed to innovation and building a more inclusive financial ecosystem.
Finance
Financial Services
Mortgage Lenders Plano TX is a leading mortgage lender serving Plano and the surrounding Texas area. We specialize in helping homebuyers and real estate investors secure competitive financing for their projects.
At Mortgage Lenders Plano TX, we understand that navigating the mortgage process can be complex and stressful. Our experienced team provides personalized guidance and support to ensure a smooth and efficient experience for every client. We offer a wide range of mortgage loan programs, including conventional loans, FHA loans, and VA loans, catering to diverse financial situations and needs.
We pride ourselves on our commitment to customer service and our ability to find the best mortgage solutions for our clients. With over two mortgage loan programs to choose from, you are guaranteed to get the best mortgage deal for you. We are dedicated to building long-term relationships with our clients based on trust and integrity. Let us help you achieve your homeownership dreams.
At Mortgage Lenders Plano TX, we understand that navigating the mortgage process can be complex and stressful. Our experienced team provides personalized guidance and support to ensure a smooth and efficient experience for every client. We offer a wide range of mortgage loan programs, including conventional loans, FHA loans, and VA loans, catering to diverse financial situations and needs.
We pride ourselves on our commitment to customer service and our ability to find the best mortgage solutions for our clients. With over two mortgage loan programs to choose from, you are guaranteed to get the best mortgage deal for you. We are dedicated to building long-term relationships with our clients based on trust and integrity. Let us help you achieve your homeownership dreams.
Finance
Financial Services
Mortgage Lenders Laredo TX is a leading mortgage lender serving Laredo and the surrounding Texas region. We provide customized and affordable financing and refinancing solutions for homeowners, from first-time buyers to those seeking to tap into equity.
At Grandview Lending, we understand that every client has unique needs and goals. We specialize in helping individuals and families secure the best possible mortgage terms, whether they’re looking to purchase a new home, refinance an existing one, or access the equity they’ve built.
Our commitment is to deliver exceptional service and transparent lending practices. We pride ourselves on building strong relationships with our clients and fostering a sense of trust. We are a trusted partner for all your mortgage needs in Laredo.
We are dedicated to family, wealth building, and community strength, offering convenient and tailored solutions for all stages of homeownership.
At Grandview Lending, we understand that every client has unique needs and goals. We specialize in helping individuals and families secure the best possible mortgage terms, whether they’re looking to purchase a new home, refinance an existing one, or access the equity they’ve built.
Our commitment is to deliver exceptional service and transparent lending practices. We pride ourselves on building strong relationships with our clients and fostering a sense of trust. We are a trusted partner for all your mortgage needs in Laredo.
We are dedicated to family, wealth building, and community strength, offering convenient and tailored solutions for all stages of homeownership.
Finance
Financial Services
Company Name | Location | Category | Employees | Accuracy | Website | |
|---|---|---|---|---|---|---|
Murphy, United States (US) | Finance and Banking Finance and Banking | 2-10 | bjones@jonescapitaladvisors.com | http://www.jonescapitaladvisors.com | ||
Orlando, United States (US) | Finance and Banking Finance and Banking | 2-10 | info@cryptoaccessfund.ai | https://cryptoaccessfund.ai/ | ||
Orlando, United States (US) | Finance and Banking Finance and Banking | 2-10 | info@turmscapital.com | https://turmscapital.com/ | ||
Las Vegas, United States (US) | Finance and Banking Finance and Banking | 2-10 | info@chronoscapitalwealth.com | http://www.chronoscapitalwealth.com | ||
Durham, United States (US) | Finance and Banking Finance and Banking | 2-10 | info@bookercreekinvestments.com | http://www.bookercreekinvestments.com | ||
New York, United States (US) | Finance and Banking Finance and Banking | 2-10 | info@cresthaven.com | http://cresthaven.com | ||
Irvine, United States (US) | Finance and Banking Finance and Banking | 2-10 | info@mentumapp.com | http://www.mentumapp.com | ||
St. Petersburg, United States (US) | Finance and Banking Finance and Banking | 2-10 | info@mattinacapital.com | http://mattinacapital.com | ||
St Petersburg, United States (US) | Finance and Banking Finance and Banking | 2-10 | info@sjc.capital | http://sjc.capital | ||
St. Petersburg, United States (US) | Finance and Banking Finance and Banking | 2-10 | info@tdzcapital.com | https://tdzcapital.com/ | ||
Lincoln, United States (US) | Finance and Banking Finance and Banking | 2-10 | info@ccam.net | http://www.ccam.net | ||
Jersey City, United States (US) | Finance and Banking Finance and Banking | 2-10 | info@hedgedemia.com | https://www.hedgedemia.com/ | ||
Orlando, United States (US) | Finance and Banking Finance and Banking | 2-10 | info@sunsetprosperities.biz | http://sunsetprosperities.biz | ||
Plano, United States (US) | Finance and Banking Finance and Banking | 2-10 | info@zenvc.co | http://zenvc.co | ||
Fort Worth, United States (US) | Finance and Banking Finance and Banking | 2-10 | info@globalinvestsolutions.com | http://www.globalinvestsolutions.com | ||
Irvine, United States (US) | Finance and Banking Finance and Banking | 2-10 | info@bnchmrx.com | http://bnchmrx.com | ||
Orlando, United States (US) | Finance and Banking Finance and Banking | 2-10 | info@theemprisegroup.com | http://www.theemprisegroup.com | ||
Durham, United States (US) | Finance and Banking Finance and Banking | 2-10 | info@key.consulting | https://www.key.consulting | ||
Irvine, United States (US) | Finance and Banking Finance and Banking | 2-10 | info@regency-cg.com | https://regency-cg.com/ | ||
Irvine, United States (US) | Finance and Banking Finance and Banking | 2-10 | info@dmstrategicwealth.com | https://dmstrategicwealth.com/ | ||
Jersey City, United States (US) | Finance and Banking Finance and Banking | 2-10 | trading@ispolincapital.com | https://www.ispolincapital.com/ | ||
Orlando, United States (US) | Finance and Banking Finance and Banking | 2-10 | info@viridi.com.br | http://www.viridi.com.br | ||
Plano, United States (US) | Finance and Banking Finance and Banking | 2-10 | info@scaleup-pitch.com | https://scaleup-pitch.com/ | ||
Irvine, United States (US) | Finance and Banking Finance and Banking | 2-10 | gabe@realmcapitalfund.com | https://realmcapitalfund.com/ | ||
Orlando, United States (US) | Finance and Banking Finance and Banking | 2-10 | info@anthonyjosephcapital.com | http://www.anthonyjosephcapital.com | ||
Plano, United States (US) | Finance and Banking Finance and Banking | 2-10 | info@vannequitymanagement.com | https://vannequitymanagement.com | ||
Orlando, United States (US) | Finance and Banking Finance and Banking | 2-10 | info@bulletproofholdings.com | http://www.bulletproofholdings.com | ||
Fort Wayne, United States (US) | Finance and Banking Finance and Banking | 2-10 | info@inheritancefinancialsolutions.com | https://www.inheritancefinancialsolutions.com/ | ||
Orlando, United States (US) | Finance and Banking Finance and Banking | 2-10 | info@tiassets.com | http://www.tiassets.com | ||
Siler City, United States (US) | Finance and Banking Finance and Banking | 2-10 | info@wren-industries.com | https://www.wren-industries.com/ | ||
Irvine, United States (US) | Finance and Banking Finance and Banking | 2-10 | info@youngsooinv.com | http://www.youngsooinv.com | ||
Irvine, United States (US) | Finance and Banking Finance and Banking | 2-10 | info@optimusadvisory.com | https://optimusadvisory.com/ | ||
Saint Petersburg, United States (US) | Finance and Banking Finance and Banking | 2-10 | info@tauruscp.com | https://www.tauruscp.com | ||
Orlando, United States (US) | Finance and Banking Finance and Banking | 2-10 | info@sparrowwealth.com | http://www.SparrowWealth.com | ||
Jersey City, United States (US) | Finance and Banking Finance and Banking | 2-10 | cgething@atherean.com | https://www.atherean.com | ||
Orlando, United States (US) | Finance and Banking Finance and Banking | 2-10 | mike@canvasoutdoors.com | http://www.canvasoutdoors.com | ||
Plano, United States (US) | Finance and Banking Finance and Banking | 2-10 | info@tymeadvisors.com | https://tymeadvisors.com | ||
Orlando, United States (US) | Finance and Banking Finance and Banking | 2-10 | info@calanofunds.com | https://www.calanofunds.com/ | ||
Orlando, United States (US) | Finance and Banking Finance and Banking | 2-10 | info@oneoutdoor.co | http://www.oneoutdoor.co | ||
Orlando, United States (US) | Finance and Banking Finance and Banking | 2-10 | info@phronesisfund.com | https://www.phronesisfund.com/ | ||
Orlando, United States (US) | Finance and Banking Finance and Banking | 2-10 | info@sunrisewealthadvisors.com | https://www.sunrisewealthadvisors.com | ||
Arlington, United States (US) | Finance and Banking Finance and Banking | 2-10 | info@e2mc.space | http://www.e2mc.space | ||
Irvine, United States (US) | Finance and Banking Finance and Banking | 2-10 | contact@lieef.com | https://www.Lieef.com | ||
Jersey City, United States (US) | Finance and Banking Finance and Banking | 200-500 | info@hightitan.com | https://hightitan.com | ||
Newark, United States (US) | Finance and Banking Finance and Banking | 200-500 | info@ultrapex.com | https://ultrapex.com | ||
Plano, United States (US) | Finance and Banking Finance and Banking | 200-500 | info@mortgageratesplanotexas.com | https://www.mortgageratesplanotexas.com | ||
Orlando, United States (US) | Finance and Banking Finance and Banking | 200-500 | info@creditrepair-orlandofl.com | http://creditrepair-orlandofl.com/ | ||
Kinshasa, Congo - Kinshasa | Finance and Banking Finance and Banking | 200-500 | info@mulapoint.paymula.com | https://mulapoint.paymula.com | ||
Plano, United States (US) | Finance and Banking Finance and Banking | 200-500 | info@mortgagelendersplanotx.com | https://www.mortgagelendersplanotx.com/ | ||
Laredo, United States (US) | Finance and Banking Finance and Banking | 200-500 | info@mortgagelenderslaredotx.com | https://www.mortgagelenderslaredotx.com/ |
50/12,986 results
Frequently asked questions
FAQ updated November 2025
What is Enterprise League?
Enterprise League is a business platform built for the doers, small businesses and startups who want to get seen, get leads, and grow.We help you showcase your company, connect directly with potential clients and partners, and get valuable insights into your performance, all without the middlemen or the fluff. Whether you're a team of 2 or 200, Enterprise League puts you on equal ground with the big players.
How can my business benefit from joining Enterprise League?
You get visibility, leads, and control, all in one place. Joining Enterprise League puts your business in front of thousands of verified companies. List your services, connect with decision-makers, and see real-time data on who’s visiting your profile.It’s a streamlined way to grow your presence, build partnerships, and stop relying on outdated directories or cold outreach.
What are the key features of Enterprise League?
Enterprise League gives you tools to grow faster: • Custom Profiles:Boost your visibility with a standout business profile. • Smart search: Get found by clients looking for your exact services. • Real analytics: See who's visiting, what's working and where you rank. • Direct messaging: Skip the cold emails and chat direct with prospects. • Reviews insights: Showcase real reviews and let AI highlight what matters. • Zero-fee marketplace: List and find products or services for free.
Can I try Enterprise League for free?
Absolutely. Our Free Plan is built for small businesses. You get profile visibility, marketplace access, and business directory use, free. Want more reach and features? Upgrade when you’re ready. No pressure.
How does the Interactive Business Directory work?
It’s like Google, but only for serious businesses. Search by location, size, or sector. Visit company profiles, send a message, or download insights. It’s built for real B2B decisions, not noise.
How can I download business insights?
Need competitor or market data? We’ve got it, and yes, you can download it. With our Business Insights Download feature, you can export detailed company and industry data in CSV format, including decision-makers, background info, and more. It’s perfect for sales targeting, market research, or just getting smarter about your next move.
How does the Reviews feature work?
Show off your best reviews, without lifting a finger. We pull your reviews from Google, Facebook, Trustpilot and more. Then our AI highlights the most important insights. You just sit back and shine.
What plans are available?
Three simple plans: Free Plan: Get started with a verified profile, search access, and the ability to add products and services. Premium: More reach, more leads, deeper analytics. Ultimate: All the bells and whistles, including a dedicated growth partner.
How can my company win an award?
We highlight the best of the best, and that could be you. We run 50+ startup award categories every year. Apply for free. Winners get recognition, visibility, and bragging rights.