Wealth Management Companies Worldwide
Wealth management firms provide, structure, and manage financial products, capital, and advisory services for retail, corporate, and institutional clients. This page lists companies operating in the Wealth Management sector based on self-reported profile data. The directory currently holds 297 companies in this sector. The largest share of listings is based in United States (US). Related sectors on Enterprise League include Accounting, Banking, Capital Restructuring, Auditing, Asset Management, Angel Investment, Billing.
297 companies
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Wealth Management
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Bull Fight Bear is a Tallahassee, Florida-based stock market insights company dedicated to simplifying stock buying for investors. We provide expert research and actionable insights, empowering individuals to make informed decisions and navigate the complexities of the stock market. Our focus is on delivering clear, concise analysis to help our clients achieve their investment goals. We cater to both beginner and experienced investors seeking a more accessible and transparent approach to stock market participation. Bull Fight Bear’s mission is to disrupt Wall Street by democratizing access to quality stock market research and fostering a more informed investing community.
Portfolio Management
Wealth Management
Asset Management
Cambridge Credit Consultants is a leading investment management firm based in Grand Rapids, Michigan, specializing in providing tailored financial strategies to high-net-worth individuals and families. We focus on building long-term wealth through sophisticated portfolio construction, disciplined investment processes, and proactive risk management. Our services encompass retirement planning, estate planning, tax-efficient investing, and philanthropic giving strategies – all designed to meet the unique needs of our clients. With a commitment to personalized service and a deep understanding of the investment landscape, Cambridge Credit Consultants empowers clients to achieve their financial goals. We pride ourselves on our collaborative approach and dedication to delivering exceptional results.
Portfolio Management
Wealth Management
Asset Management
Advise Capital Ltd is a UK-based financial advisory boutique specializing in international affairs and cross-border investments, connecting businesses and investors between the UK, Iberia, Brazil, and Africa. We provide strategic buy-side and sell-side advisory services, supporting clients with complex international transactions and business strategy. Our expertise lies in facilitating investment opportunities and navigating the nuances of cross-border deals, offering a tailored approach to clients seeking to expand their global reach. With a focus on building long-term relationships, Advise Capital Ltd delivers bespoke solutions to meet the unique needs of each client, leveraging our deep understanding of international markets and regulatory landscapes.
Portfolio Management
Wealth Management
Asset Management
Rock Hill Regional Center, LLC. is a leading development and investment firm specializing in commercial real estate projects, particularly within the hospitality, retail, and residential sectors. Based in Rochester, New York, we facilitate strategic investment opportunities, including participation in the EB-5 Immigrant Investor Program, offering a pathway to U.S. Permanent Residency. We expertly manage the full lifecycle of real estate developments, from initial planning and construction to infrastructure development and residential lot improvements. Our focus is on delivering stable, long-term returns for investors while contributing to vibrant, thriving communities. We leverage our expertise in finance, lending, and commercial development to create impactful projects and secure lasting investment partnerships.
Portfolio Management
Wealth Management
Asset Management
TRUE Private Wealth Management is a Kansas-based retirement financial planning firm specializing in sophisticated investment strategies for individuals, families, and organizations. We help American workers turn financial goals into real-life dreams through smarter advice, modern technology, and a people-first approach. Our proprietary investment methodology, leveraging technical analysis, protects against stock market risk and provides a secure foundation for long-term financial success. As a trusted partner, we offer comprehensive solutions including retirement plan consulting, insurance consulting, and personalized wealth management, alongside exit planning and worksite financial planning services. Founded in 2013, TRUE Private Wealth Management has grown to serve a diverse clientele, demonstrating a commitment to innovation and client-centric service. We are dedicated to building lasting relationships and empowering our clients to achieve their financial aspirations.
Portfolio Management
Wealth Management
Asset Management
Colonial Capital Group PLC is a UK-based investment firm specializing in distressed property investments within the United States. We secure high-yield, 3-year bonds offering a guaranteed 12% annual return, backed by a robust property portfolio and sourced directly from US government agencies like Fannie Mae and Freddie Mac. Our strategic US office in Chicago, alongside our UK headquarters in Chelmsford, allows us to capitalize on opportunities in the American property market, providing investors with a compelling risk/reward ratio. We are committed to ethical investing, partnering with Kiva to donate $25 from every sale, supporting worldwide entrepreneurship and poverty alleviation. Colonial Capital Group PLC provides a unique opportunity for investors seeking stable, high-yield returns in a dynamic market.
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Asset Management
Batts Real Estate Group is a leading real estate agency serving Lebanon and the surrounding areas of Indiana. Specializing in Homes for Sale and Real Estate Listings, we connect discerning buyers with exceptional properties and assist sellers in achieving their real estate goals. Based in Lebanon, Indiana, our experienced team, led by Lisa Batts, provides personalized service and expert guidance throughout every step of the buying and selling process. We are dedicated to building lasting relationships and delivering exceptional results for our clients.
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Wealth Management
Asset Management
TRANSPARENCYDATA LIMITED is a UK-based investment management company specializing in providing Scores on the Doors, a data-driven system for assessing the safety and hygiene standards of hospitality venues. We empower businesses – restaurants, pubs, and hotels – with actionable insights to improve their operational practices and build customer confidence. Our service leverages comprehensive data collection and analysis to deliver transparent and reliable ratings, supporting a safer and more hygienic dining experience. We are committed to helping our clients maintain high standards and thrive in a competitive market. TransparencyData Limited focuses on delivering robust data and analytics to the hospitality sector, ensuring businesses can confidently demonstrate their commitment to safety and hygiene.
Portfolio Management
Wealth Management
Asset Management
Arbor UK is a leading provider of robust, fanless PC solutions and rugged mobile computing systems, specializing in delivering tailored electronic design and manufacture for industrial, transportation, medical, and defense applications. Based in Harrogate, United Kingdom, we combine extensive in-house testing, excellent manufacturing quality, and a commitment to customer service to offer reliable computing solutions. Arbor Technology UK supports operational efficiency, Industry 4.0 advancements, and enhanced customer satisfaction through our comprehensive range of embedded computing, industrial box PCs, touchscreen panel PCs, rugged mobile devices, and custom-built systems. We operate in line with ISO 9001, ISO 13485, and ISO 14001 standards, ensuring our products meet rigorous quality and performance requirements.
Portfolio Management
Wealth Management
Asset Management
Gold State Capital is a London-based investment management firm specializing in delivering exceptional long-term returns through rigorous risk management. We focus on deploying sophisticated tools to minimize risk across a diverse portfolio of investments, including stocks, bonds, commodities, currencies, and ETFs. Our expertise extends to real estate, startups, and growth strategies, catering to sophisticated investors seeking stable and profitable growth. With a commitment to asset management and portfolio optimization, Gold State Capital provides tailored solutions for clients seeking to maximize their investment potential. We operate within the broader financial markets, leveraging our deep understanding of global economic trends to inform strategic decision-making.
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Merian Global Investors is a leading global asset manager based in London, specialising in delivering absolute return solutions and alternative investment strategies to institutional and private investors. With a strong focus on UK, North American, Asian, and Chinese equities, alongside expertise in emerging markets, high-yield bonds, and government bonds, Merian Global Investors provides sophisticated investment management services. Originally part of Old Mutual Global Investors, the company now operates as Merian, building on a legacy of over 180 years of investment experience. We cater to a diverse range of client needs, including asset management, multi-strategy global fixed income, and absolute return government bond strategies, helping clients achieve their long-term financial goals.
Portfolio Management
Wealth Management
Asset Management
Transtation is a leading Private Equity and Venture Capital platform based in Milton Keynes, UK, connecting investors with global M&A and investment opportunities. We specialize in facilitating Business Buying & Selling, Mergers & Acquisitions, and Venture Capital deals, serving a diverse network of institutions and individuals across New York, London, Tokyo, Shanghai, and California. With a strong foundation in South Asia, Transtation provides strategic advisory and execution services to capitalize on high-growth investment prospects worldwide.
Portfolio Management
Wealth Management
Asset Management
Huttlestone Residential Property Ltd is a leading property investment consultancy based in Cheltenham, UK, specializing in providing comprehensive solutions for landlords, developers, and investors seeking to build and manage successful property portfolios. With over a decade of experience, we offer a one-stop shop for all your residential property needs, encompassing exceptional full residential lettings services, strategic portfolio development consultations, and targeted property sourcing. Our expertise extends to independent mortgage advice, securing financing for development projects, and maximizing returns through expertly managed investment opportunities. We support clients across the UK, particularly in the Cheltenham area, assisting with both development projects and Buy to Let investments. Huttlestone Residential Property Ltd empowers individuals and professionals to achieve their property goals through tailored strategies and a commitment to delivering exceptional results.
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Wealth Management
Asset Management
Abele Financial Group LLC is a Birmingham, Alabama-based wealth management firm dedicated to providing comprehensive financial strategies for high-net-worth individuals. Founded in 1988, we specialize in portfolio construction, investment management, and financial planning, acting as a client’s personal CFO. Our approach combines deep investment expertise with a consultative process, leveraging a network of CPAs and estate attorneys to deliver integrated solutions tailored to each client’s unique needs. We focus on building long-term relationships based on trust and delivering exceptional results, helping clients achieve their financial goals with wisdom and precision. We serve individuals seeking sophisticated investment management and proactive financial guidance.
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Asset Management
DAO.digital is a premium domain marketplace specializing in brandable domains, particularly those aligned with the burgeoning decentralized autonomous organization (DAO) landscape. Based in Hawthorne, California, we empower startups and established businesses in the blockchain, cryptocurrency, and fintech sectors to establish a strong online presence with memorable and impactful domain names. Our curated collections – including .ai, .io, and .xyz domains – offer a strategic advantage for projects focused on decentralized governance, token creation, and innovative digital assets. We provide a secure and streamlined platform for domain registration, transfer, and valuation, facilitating efficient growth and brand recognition in the rapidly evolving world of Web3. DAO.digital represents a powerful and concise symbol of innovation, efficiency, and technological advancement, perfectly suited for organizations seeking to establish themselves as leaders in the decentralized future.
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Asset Management
Boise Valley Credit Union is a longstanding investment management company serving Idaho and the wider US market. Established in 1940, we provide comprehensive financial solutions to individuals and businesses, specializing in retirement planning, investment services, and wealth management. Our team of experienced advisors works closely with clients to understand their unique financial goals and develop tailored strategies to achieve them. We focus on building long-term relationships based on trust and integrity, helping our clients navigate the complexities of the financial landscape and secure their financial future. Boise Valley Credit Union is committed to delivering personalized service and expert guidance, ensuring our clients receive the support they need to thrive. We are a community-focused credit union dedicated to promoting financial well-being.
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Asset Management
First Call Marketing Co is a leading business-to-business telemarketing outsourcing and sales consulting firm based in Oceanside, California. We specialize in providing comprehensive solutions to help B2B companies proactively generate leads and drive sales growth through strategic telemarketing programs. Our services encompass in-house program development, skills training for telemarketing agents, and expert recruiting, enabling businesses to overcome the challenges of traditional lead generation methods. With a focus on accountability and measurable results, we empower companies to consistently expand their customer base and optimize their sales processes, leveraging the power of the telephone to achieve significant cost reductions and increased revenue.
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Wealth Management
Asset Management
Cyan Intelligent Asset Managers is a leading UK-based investor asset manager specializing in enhancing the value of Health and Social Care portfolios. With over two decades of experience, we provide integrated real estate management services, focusing on ensuring assets are relevant, operationally efficient, and aligned with local healthcare service needs.
Our team of 170 specialists leverages 20 years of leadership experience and a proven track record of managing over 750,000 sqf of NHS portfolio assets valued at over £400M. We offer future-proof healthcare real estate solutions, addressing challenges related to evolving technology, new developments, and the impact of COVID-19, while partnering with the NHS to support the adoption of an Integrated Care System.
Our team of 170 specialists leverages 20 years of leadership experience and a proven track record of managing over 750,000 sqf of NHS portfolio assets valued at over £400M. We offer future-proof healthcare real estate solutions, addressing challenges related to evolving technology, new developments, and the impact of COVID-19, while partnering with the NHS to support the adoption of an Integrated Care System.
Portfolio Management
Wealth Management
Asset Management
Solved Tax & Accounting is a dedicated Woodland, CA accounting firm specializing in providing comprehensive accounting and tax solutions for businesses and individuals. We focus on delivering practical, personalized services to help clients manage their finances effectively, minimize tax liabilities, and achieve their financial goals. With a strong commitment to understanding our clients’ unique needs, we offer a full suite of services, including small business accounting, business and financial consulting, cloud accounting, incorporation services, outsourced accounting, payroll services, QuickBooks services, and estate planning.
Our experienced team provides prompt and accurate income tax preparation, strategic tax planning, and expert advice, ensuring compliance and maximizing profitability. Solved Tax & Accounting is committed to building long-term relationships based on trust and exceptional customer support, making us a reliable partner for businesses and individuals seeking financial peace of mind.
Our experienced team provides prompt and accurate income tax preparation, strategic tax planning, and expert advice, ensuring compliance and maximizing profitability. Solved Tax & Accounting is committed to building long-term relationships based on trust and exceptional customer support, making us a reliable partner for businesses and individuals seeking financial peace of mind.
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Asset Management
Miller Investment Management is a seasoned investment management firm based in Conshohocken, Pennsylvania, specializing in building and preserving client assets for over two decades. We provide comprehensive investment management services, including public securities portfolios and private equity partnerships, catering to a diverse clientele. Our commitment to diversity, equity, and inclusion guides our approach, and we offer customized ESG investment solutions.
With a strong foundation built since 1998, Miller Investment Management combines decades of experience with a dedicated team of experts – including former Chase Econometrics Chairman Lawrence Chimerine and renowned private equity investor Paul J. Isaac – to deliver tailored strategies and exceptional service. We are dedicated to supporting our clients’ financial goals through a collaborative and client-focused approach.
With a strong foundation built since 1998, Miller Investment Management combines decades of experience with a dedicated team of experts – including former Chase Econometrics Chairman Lawrence Chimerine and renowned private equity investor Paul J. Isaac – to deliver tailored strategies and exceptional service. We are dedicated to supporting our clients’ financial goals through a collaborative and client-focused approach.
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Asset Management
Perspective Wealth Partners is a Boise, Idaho-based fee-only Registered Investment Advisor dedicated to helping clients live meaningful lives through comprehensive wealth management. We provide a fiduciary service, prioritizing our clients’ best interests above all else, and operate without commissions or sales. Our approach combines a disciplined investment process focused on long-term growth with a holistic financial planning strategy encompassing tax optimization, retirement planning, college savings, and legacy planning.
Since 2006, we’ve consistently achieved an NPS of 94, demonstrating our commitment to exceptional client service and a delightful experience. We specialize in building tailored investment portfolios, minimizing costs, and maximizing after-tax returns, empowering clients to focus on what truly matters – their lives and their legacies. We are an Equal Opportunity Employer, embracing diversity in our clients and our workplace.
Since 2006, we’ve consistently achieved an NPS of 94, demonstrating our commitment to exceptional client service and a delightful experience. We specialize in building tailored investment portfolios, minimizing costs, and maximizing after-tax returns, empowering clients to focus on what truly matters – their lives and their legacies. We are an Equal Opportunity Employer, embracing diversity in our clients and our workplace.
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Wealth Management
Asset Management
Utopia Credit Counselors is a Birmingham, Alabama-based investment management company dedicated to helping individuals and families achieve financial stability and build wealth through personalized credit counseling and investment strategies. We specialize in providing comprehensive financial solutions, including debt management, budgeting, and retirement planning, tailored to meet the unique needs of our clients. Our experienced team works closely with each client to develop a customized plan that addresses their specific financial goals and challenges.
We are committed to empowering our clients with the knowledge and tools they need to make informed financial decisions and secure their financial future. We serve a diverse clientele seeking expert guidance in navigating complex financial landscapes, from managing debt to planning for retirement. Utopia Credit Counselors combines traditional investment management with a focus on responsible financial behavior, fostering long-term financial well-being.
We are committed to empowering our clients with the knowledge and tools they need to make informed financial decisions and secure their financial future. We serve a diverse clientele seeking expert guidance in navigating complex financial landscapes, from managing debt to planning for retirement. Utopia Credit Counselors combines traditional investment management with a focus on responsible financial behavior, fostering long-term financial well-being.
Portfolio Management
Wealth Management
Asset Management
Pople Investment Management is a leading investment management firm based in Tallahassee, Florida, specializing in providing comprehensive advisory services to individuals and businesses. We focus on delivering tailored financial solutions, including litigation support and investment strategies, to help clients achieve their long-term financial goals. Our experienced team combines deep market knowledge with a client-centric approach, offering a full suite of services from portfolio construction and wealth management to sophisticated asset allocation and risk mitigation.
We cater to a diverse clientele, including high-net-worth individuals, family offices, and corporate retirement plans. Pople Investment Management is a Member of Advisory Services Network, LLC, demonstrating our commitment to professional standards and client protection. We are dedicated to building lasting relationships based on trust, transparency, and exceptional service within the investment management and financial consulting landscape.
We cater to a diverse clientele, including high-net-worth individuals, family offices, and corporate retirement plans. Pople Investment Management is a Member of Advisory Services Network, LLC, demonstrating our commitment to professional standards and client protection. We are dedicated to building lasting relationships based on trust, transparency, and exceptional service within the investment management and financial consulting landscape.
Portfolio Management
Wealth Management
Asset Management
Structured Holdings LP is a leading asset syndication firm based in London, specializing in investment opportunities within the global financial and infrastructure sectors. With a rich history dating back to 1863, we partner with passionate business leaders to syndicate highly liquid assets across a range of transaction types, including greenfield development, growth capital, and leveraged buyouts. We provide flexible investment solutions, accommodating minority and control equity positions, and focusing on companies generating between $10M and $200M in revenue with EBITDA ranging from $2M to $25M.
Structured Holdings’ expertise extends to investment scenarios such as recapitalization, acquisition finance, and corporate divestitures, making us a trusted partner for strategic growth and value creation. Our commitment to long-term partnerships and a focus on assets valued between $20M and $250M solidify our position as a key player in the asset syndication market.
Structured Holdings’ expertise extends to investment scenarios such as recapitalization, acquisition finance, and corporate divestitures, making us a trusted partner for strategic growth and value creation. Our commitment to long-term partnerships and a focus on assets valued between $20M and $250M solidify our position as a key player in the asset syndication market.
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Asset Management
Horizon Infrastructure Partnership is a specialist institutional investment and financial services group based in London, UK, focused on providing housing investment management and non-bank lending services. We generate long-dated, secure income and inflation-linked cashflows from UK real estate, primarily serving institutional investors. With over a decade of experience, Horizon addresses the UK’s housing shortage by offering long-term capital for development and refinancing, leveraging a unique market access point.
Our expertise lies in structuring investment through equity and debt instruments, aligning with investors’ cashflow profiles and supporting the delivery of new, purpose-built properties. Horizon is an FCA-authorized and regulated investment manager, committed to integrity, innovation, and delivering positive social impact. We currently manage c£400m AUM across various strategies.
Our expertise lies in structuring investment through equity and debt instruments, aligning with investors’ cashflow profiles and supporting the delivery of new, purpose-built properties. Horizon is an FCA-authorized and regulated investment manager, committed to integrity, innovation, and delivering positive social impact. We currently manage c£400m AUM across various strategies.
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Wealth Management
Asset Management
Evolution Trading Partners is a leading investment management firm based in New York City, specializing in connecting high net worth individuals, family offices, and institutional investors with a network of proven proprietary traders and emerging hedge funds. We provide direct market access and robust trading infrastructure, mirroring the capabilities of top-tier hedge funds, to deliver globally diversified, real-time risk-monitored returns across major asset classes.
Our experienced team meticulously screens and manages risk, deploying our own capital alongside investor funds, and actively cultivates talent within the trading community. With a strong focus on strategic partnerships and incubator programs, Evolution Trading Partners facilitates significant investment performance for its clients.
Our experienced team meticulously screens and manages risk, deploying our own capital alongside investor funds, and actively cultivates talent within the trading community. With a strong focus on strategic partnerships and incubator programs, Evolution Trading Partners facilitates significant investment performance for its clients.
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Wealth Management
Asset Management
Prem Investment Advisory Services, Inc. is a North Aurora, Illinois-based investment advisory firm dedicated to providing active management of investments and personalized financial guidance to small investors. We specialize in creating and managing Separately Managed Accounts (SMAs), empowering clients to take control of their portfolios while benefiting from years of research and expertise. Our commitment to complete transparency ensures clients own and control their accounts through independent broker firms, with no hidden fees or lock-in periods.
We also assist with 401k rollovers, simplifying the transition to an IRA. We serve individuals seeking a more hands-on approach to investment management, prioritizing clear communication and a close personal connection. With a focus on building long-term relationships and delivering tailored solutions, Prem Investment Advisory Services, Inc. helps clients achieve their financial goals.
We also assist with 401k rollovers, simplifying the transition to an IRA. We serve individuals seeking a more hands-on approach to investment management, prioritizing clear communication and a close personal connection. With a focus on building long-term relationships and delivering tailored solutions, Prem Investment Advisory Services, Inc. helps clients achieve their financial goals.
Portfolio Management
Wealth Management
Asset Management
American Debt Solution is a leading investment management company based in Grand Rapids, Michigan, specializing in providing tailored financial strategies to individuals and families seeking to optimize their debt and build long-term wealth. We focus on debt consolidation, management, and strategic investment solutions, helping clients achieve financial freedom and security. Our approach combines deep market knowledge with a personalized service model, ensuring each client receives dedicated support and a plan aligned with their unique goals.
We cater to a diverse clientele, including those facing high-interest debt, seeking retirement planning assistance, or aiming to consolidate multiple debts into a manageable payment. With a commitment to transparency and client success, American Debt Solution empowers individuals to take control of their financial future. We are dedicated to delivering results and building lasting relationships based on trust and expertise.
We cater to a diverse clientele, including those facing high-interest debt, seeking retirement planning assistance, or aiming to consolidate multiple debts into a manageable payment. With a commitment to transparency and client success, American Debt Solution empowers individuals to take control of their financial future. We are dedicated to delivering results and building lasting relationships based on trust and expertise.
Portfolio Management
Wealth Management
Asset Management
Buckland Capital Partners Limited is a family office based in Winchester, England, specializing in private equity investments across manufacturing, renewable energy, and construction sectors. We partner with visionary management teams, providing long-term capital and strategic support to build sustainable and growing businesses.
With a commitment to responsible investment and community development, exemplified by our flagship sustainable garden village, Welborne, Buckland Capital Partners delivers value through a patient, entrepreneurial approach, fostering innovation and driving long-term economic and social impact.
With a commitment to responsible investment and community development, exemplified by our flagship sustainable garden village, Welborne, Buckland Capital Partners delivers value through a patient, entrepreneurial approach, fostering innovation and driving long-term economic and social impact.
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Wealth Management
Asset Management
Cambrial Capital is a London-based investment firm specializing in manager selection within the rapidly evolving digital asset (crypto) space. We provide a thesis-driven fund of funds strategy, offering investors access to a curated portfolio of leading digital asset managers.
With a focus on rigorous due diligence and strategic allocation, Cambrial Capital empowers clients to capitalize on the growth potential of this dynamic market. Since 2005, we’ve been dedicated to connecting investors with top-tier digital asset expertise, building trust and delivering consistent returns.
With a focus on rigorous due diligence and strategic allocation, Cambrial Capital empowers clients to capitalize on the growth potential of this dynamic market. Since 2005, we’ve been dedicated to connecting investors with top-tier digital asset expertise, building trust and delivering consistent returns.
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Wealth Management
Asset Management
ATB Management, LLC is a Birmingham, Alabama-based investment management company specializing in providing comprehensive wealth management solutions to high-net-worth individuals and families. We focus on building and managing diversified investment portfolios tailored to each client’s unique financial goals and risk tolerance. Our experienced team offers a full suite of services, including retirement planning, estate planning, tax optimization, and portfolio rebalancing.
We pride ourselves on a client-centric approach, prioritizing long-term relationships and delivering consistent, measurable results. With over 15 years of experience, ATB Management, LLC is dedicated to helping our clients achieve financial security and realize their aspirations. We cater to sophisticated investors seeking a trusted partner to navigate the complexities of the investment landscape.
We pride ourselves on a client-centric approach, prioritizing long-term relationships and delivering consistent, measurable results. With over 15 years of experience, ATB Management, LLC is dedicated to helping our clients achieve financial security and realize their aspirations. We cater to sophisticated investors seeking a trusted partner to navigate the complexities of the investment landscape.
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Asset Management
Ferranti is a leading UK-based venture capital firm specializing in high-tech and engineering investments, with a proven track record of supporting companies across Europe. Established in 1982 by Adrian de Ferranti, we provide comprehensive financing solutions – including Management Buy Outs (MBO), Angel Financing, Growth Financing, and Rescue Financing – to unlock the potential of innovative businesses. Our experienced team combines financial expertise with strategic managerial resources, enabling us to identify and nurture promising ventures.
We focus on investments in individuals with strong track records or compelling ideas, offering a collaborative partnership to drive growth and success. With over 30 years of experience, Ferranti delivers tailored investment and advisory services to help companies achieve their full potential.
We focus on investments in individuals with strong track records or compelling ideas, offering a collaborative partnership to drive growth and success. With over 30 years of experience, Ferranti delivers tailored investment and advisory services to help companies achieve their full potential.
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Wealth Management
Asset Management
Sites Retirement Solutions is a dedicated investment management firm located in Santa Rosa, California, specializing in providing tailored retirement planning services to individuals and families. We focus on building long-term financial security through comprehensive investment strategies, portfolio management, and personalized guidance. Our approach centers on understanding each client's unique goals, risk tolerance, and time horizon to create a roadmap for a comfortable and prosperous retirement.
We cater to a diverse clientele seeking expert support in navigating the complexities of investment and wealth preservation. With a commitment to transparency and client satisfaction, Sites Retirement Solutions offers a trusted partnership for achieving lasting financial peace of mind. We help clients in Sonoma County and beyond build a secure future.
We cater to a diverse clientele seeking expert support in navigating the complexities of investment and wealth preservation. With a commitment to transparency and client satisfaction, Sites Retirement Solutions offers a trusted partnership for achieving lasting financial peace of mind. We help clients in Sonoma County and beyond build a secure future.
Portfolio Management
Wealth Management
Asset Management
Southern Research Institute Employees Federal Credit Union is a financial institution providing investment management services to employees of the Southern Research Institute and their families. Based in Birmingham, Alabama, this credit union offers a secure and convenient way for members to grow their savings and plan for the future.
With a history dating back to 1956, SRI Employees Federal Credit Union focuses on building strong relationships and delivering personalized financial solutions. They cater to a diverse membership base seeking comprehensive investment options and expert guidance, solidifying their position as a trusted partner for financial well-being.
With a history dating back to 1956, SRI Employees Federal Credit Union focuses on building strong relationships and delivering personalized financial solutions. They cater to a diverse membership base seeking comprehensive investment options and expert guidance, solidifying their position as a trusted partner for financial well-being.
Portfolio Management
Wealth Management
Asset Management
No Greater Love Ministries is a Michigan-based investment management company dedicated to providing comprehensive financial planning and investment solutions to individuals and families. Based in Grand Rapids, we specialize in building personalized portfolios designed to help our clients achieve their long-term financial goals. Our services encompass retirement planning, estate planning, education funding, and wealth preservation strategies.
We prioritize a client-centric approach, fostering strong relationships built on trust and transparency. With a team of experienced professionals, No Greater Love Ministries offers tailored guidance and proactive management to navigate the complexities of the investment landscape and secure a prosperous future. We cater to a diverse clientele seeking expert support in managing their assets and achieving financial security.
We prioritize a client-centric approach, fostering strong relationships built on trust and transparency. With a team of experienced professionals, No Greater Love Ministries offers tailored guidance and proactive management to navigate the complexities of the investment landscape and secure a prosperous future. We cater to a diverse clientele seeking expert support in managing their assets and achieving financial security.
Portfolio Management
Wealth Management
Asset Management
Old College Capital GP Limited is a specialist investment management company based in Edinburgh, UK, providing bespoke wealth management solutions to private clients. We focus on delivering long-term investment strategies tailored to individual financial goals, encompassing portfolio construction, risk management, and ongoing performance monitoring. Our experienced team supports clients with a range of investment needs, from initial wealth planning to retirement income strategies and inheritance tax mitigation.
We pride ourselves on building strong, transparent relationships with our clients, offering a truly personalised and proactive service. We cater to high-net-worth individuals seeking sophisticated investment approaches and expert guidance within the UK investment landscape. Our commitment to client success is underpinned by a deep understanding of market dynamics and a disciplined investment process.
We pride ourselves on building strong, transparent relationships with our clients, offering a truly personalised and proactive service. We cater to high-net-worth individuals seeking sophisticated investment approaches and expert guidance within the UK investment landscape. Our commitment to client success is underpinned by a deep understanding of market dynamics and a disciplined investment process.
Portfolio Management
Wealth Management
Asset Management
Blue Keuka Capital, LLC is a privately held investment management firm based in Rochester, New York, specializing in providing tailored financial solutions to high-net-worth individuals and families. We focus on building long-term relationships and delivering sophisticated investment strategies designed to preserve and grow wealth. Our approach centers on a deep understanding of our clients’ unique financial goals and risk tolerance, offering a personalized service alongside a commitment to prudent capital management.
We assist clients with portfolio construction, wealth planning, and ongoing performance monitoring, ensuring their financial future is secure and aligned with their aspirations. Blue Keuka Capital’s expertise extends to a range of investment vehicles, including equities, fixed income, and alternative investments, all managed with a disciplined and research-driven methodology. We are dedicated to helping our clients navigate the complexities of the financial markets and achieve their long-term financial objectives.
We assist clients with portfolio construction, wealth planning, and ongoing performance monitoring, ensuring their financial future is secure and aligned with their aspirations. Blue Keuka Capital’s expertise extends to a range of investment vehicles, including equities, fixed income, and alternative investments, all managed with a disciplined and research-driven methodology. We are dedicated to helping our clients navigate the complexities of the financial markets and achieve their long-term financial objectives.
Portfolio Management
Wealth Management
Asset Management
Bure Valley is a UK-based investment intermediary and startup funding platform headquartered in London that connects innovative early-stage businesses with private investors seeking high-growth opportunities. Founded in 2017 and based in Norfolk with offices in London, the company specialises in SEIS (Seed Enterprise Investment Scheme) and EIS (Enterprise Investment Scheme) fundraising solutions, helping startup founders access capital while providing accredited investors with vetted investment opportunities in emerging technology and disruptive business models. The firm operates a curated due diligence process, leveraging over 20 years of combined investment expertise across its management team to identify promising startups and match them with its exclusive network of private investors.
Bure Valley distinguishes itself through a strict investment philosophy: the company only recommends opportunities in which its own team is personally invested, ensuring alignment and accountability. The platform serves as a bridge between early-stage companies seeking growth funding and sophisticated investors targeting niche equities, UK film, and property sectors with preferential tax treatment. Notable for delivering fast, effective fundraising support—clients have increased their targets following Bure Valley's engagement—the firm has helped startups progress from concept to development and commercial traction.
With a small, focused team of around 7 staff members, Bure Valley combines traditional investment due diligence with a forward-looking approach to identifying the next generation of industry-transforming companies.
Bure Valley distinguishes itself through a strict investment philosophy: the company only recommends opportunities in which its own team is personally invested, ensuring alignment and accountability. The platform serves as a bridge between early-stage companies seeking growth funding and sophisticated investors targeting niche equities, UK film, and property sectors with preferential tax treatment. Notable for delivering fast, effective fundraising support—clients have increased their targets following Bure Valley's engagement—the firm has helped startups progress from concept to development and commercial traction.
With a small, focused team of around 7 staff members, Bure Valley combines traditional investment due diligence with a forward-looking approach to identifying the next generation of industry-transforming companies.
Portfolio Management
Wealth Management
Asset Management
Discover secure senior housing investments through Senior Living Fund. We provide investments for accredited investors and also offer fixed-income investment management services. Our opportunities also include options to invest in senior housing developments. Our company combines income-focused investments with growth and capital appreciation strategies. As a trusted private equity firm, we present alternative investments beyond traditional wealth management. If you're seeking risk-managed investment options or equity investment solutions, our team can deliver various approaches to fit your financial vision. Explore our accredited investor services and start building a brighter investment future today.
Wealth Management
Wahed Inc. (“Wahed”, “Wahed Invest”), is an Ethical and Shariah compliant digital investment platform. The platform provides access to diversified portfolios to residents of the UK, US, Malaysia and the UAE.
FinTech
Mobile App Development
Banking
Financial Services
Wealth Management
Compliance
Moonfare is a leading global private equity investment platform and manager that provides eligible individual investors and family offices on a global scale access to institutional-quality private market opportunities, primaries, secondaries, and co-investments at lower minimums.
A pioneer in widening access to private assets, we help our clients build diversified portfolios designed for long-term wealth creation with reduced volatility. This goes beyond offering funds from top-tier managers such as KKR, Carlyle, and EQT. Drawing on our global reach, we are able to identify and source a broader range of private equity opportunities that others can’t, including proprietary Moonfare investment products comprising carefully curated co-investments, secondaries and direct deals.
Independent and exclusively focused on private equity, Moonfare is trusted by over 5,500 investors and has €3.8 billion in assets under management (AuM). Headquartered in Berlin, we operate in 24 countries, with offices in New York, London, Zürich, Singapore, Paris and Luxembourg.
Capital at Risk.
FinTech
Finance
Asset Management
Wealth Management
Financial Services
Freetrade is an app that makes investing simple, and free.
Our award-winning app was voted Best Share Trading Platform at the British Bank Awards 2019, 2020 and 2021. With over 1,000,000 users, we're growing fast.
Get the app: http://freetrade.io
Forum: http://community.freetrade.io
Information and Communications Technology (ICT)
Wealth Management
FinTech
Financial Services
Business Information Systems
Personal Finance
Software
Wealth management firm offering a 100% digital robo-advisor investment service through globally diversified, low-cost index fund portfolios.
Venture Capital
FinTech
Asset Management
Wealth Management
Financial Services
Investment
FELS is operating the leading marketplace for social wealth management - FollowMyMoney.de - supplying over 20K investment products (incl. stocks, ETFs, active fonds, bonds, derivatives, commodities, industrial metals & rare earths, crypto) at low B2B pricing. The FELS trader cloud is a network of superb investment professionals - often wealthand asset managers who successfull invested&traded over €100M each - and who are generating specific trading recommendations and strategies, which users can subscribe to or trade on their own. The FELS strategies are automating the investment process across traders and recommendations to achieve various pre-defined investment goals.
Become part of the FELS story and signup for the FELS token on Polygon blockchain: https://followmymoney.de/fels-group/investoren/token/
Receive top news research on https://twitter.com/JensLabusch
Check out the Commercial: https://www.youtube.com/watch?v=ONmv5yTdkxE
FinTech
Finance
Trading Platform
Asset Management
Marketplace
Financial Services
Wealth Management
Wealth-management, Fintech, Froots is an online wealth manager that helps their clients to obtain long-term financial freedom.
Asset Management
FinTech
Wealth Management
Financial Services
Probus Pleion Holding SA is an independent, international wealth and asset management group rooted in Swiss financial traditions. Managing over USD 5 billion in assets, the group delivers personalised financial solutions to high-net-worth individuals (HNWIs), ultra-high-net-worth individuals (UHNWIs), families, and institutional clients. Established in Switzerland (Geneva, Zurich, Bern, Nyon, Lausanne, Sion, Verbier), United Arab Emirates (DIFC), Luxembourg, Mauritius, and Thailand, the group combines decades of market experience with modern, agile, multi-jurisdictional capabilities.
- Wealth Management & Investment Advisory: Bespoke discretionary and advisory mandates tailored to specific risk profiles, capital preservation goals, and multi-generational growth objectives.
- Asset Management & Institutional Services: Dedicated investment office operations, rigorous macroeconomic research, direct-equity capabilities, alternative asset allocation (private equity, real estate), and institutional pension fund management.
- Trust & Corporate Services: Comprehensive multi-jurisdictional structuring, including estate and succession planning, trusts, foundations, tax-optimisation compliance (FATCA/CRS), and philanthropic advisory.
- Open-architecture custody coordination: Partnerships with over 40 top-tier global and Swiss custodian banking institutions, providing clients with robust asset protection and multi-custodian consolidation.
- Total independence: Free from commercial banking affiliations or proprietary product pushing, ensuring objective, open-architecture advice centred entirely on client interests.
- Swiss precision & global reach: Combining Swiss regulatory rigour, privacy, and compliance with operational hubs spanning Europe, the Middle East (Dubai/DIFC), and Africa/Asia (Mauritius).
- Proprietary technology infrastructure: Advanced in-house IT architecture enabling real-time portfolio consolidation, multi-currency risk monitoring, and seamless client reporting.
- Multilingual expertise: A global team of specialists communicating fluently across more than 10 languages to navigate complex cross-border financial landscapes.
Portfolio Management
Wealth Management
Asset Management
Financial Services
Harris Financial Coaching provides consumers who are making big changes in their lives—like starting a new job, beginning to save for a life goal, or a servicemember leaving active duty status individualized money management guidance that helps them make sound financial decisions and gain financial stability.
Wealth Management
Financial Consulting
Credit Control
Company Name | Location | Category | Employees | Accuracy | Website | |
|---|---|---|---|---|---|---|
Tallahassee, United States (US) | Finance and Banking Finance and Banking | 2-10 | info@bullfightbear.com | http://www.bullfightbear.com | ||
Grand Rapids, United States (US) | Finance and Banking Finance and Banking | 2-10 | info@cambridgecreditconsultants.com | http://cambridgecreditconsultants.com | ||
Great Shelford, United Kingdom (UK) | Finance and Banking Finance and Banking | 2-10 | info@advisecapital.co.uk | http://www.advisecapital.co.uk | ||
Rochester, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@rockhillrc.com | http://www.rockhillrc.com | ||
Overland Park, United States (US) | Finance and Banking Finance and Banking | 2-10 | service@retirewithtrue.com | http://retirewithtrue.com | ||
Chelmsford, United Kingdom (UK) | Finance and Banking Finance and Banking | 10-20 | info@colonialcapital.co.uk | http://www.colonialcapital.co.uk/ | ||
Grand Rapids, United States (US) | Finance and Banking Finance and Banking | 2-10 | info@battsrealestategroup.com | http://www.battsrealestategroup.com | ||
Long Crendon, United Kingdom (UK) | Finance and Banking Finance and Banking | 2-10 | info@transparencydata.co.uk | http://www.transparencydata.co.uk/about-the-service.php | ||
Harrogate, United Kingdom (UK) | Finance and Banking Finance and Banking | 2-10 | sales@arbor-uk.com | https://arbor-uk.com | ||
London, United Kingdom (UK) | Finance and Banking Finance and Banking | 2-10 | info@goldstatecapital.com | http://www.goldstatecapital.com | ||
London, United Kingdom (UK) | Finance and Banking Finance and Banking | 200-500 | info@merian.com | http://www.merian.com | ||
Milton Keynes, United Kingdom (UK) | Finance and Banking Finance and Banking | 2-10 | info@transtation.co.uk | https://www.transtation.co.uk | ||
Cheltenham, United Kingdom (UK) | Finance and Banking Finance and Banking | 2-10 | info@huttlestoneresidentialproperty.co.uk | http://www.huttlestoneresidentialproperty.co.uk | ||
Birmingham, United States (US) | Finance and Banking Finance and Banking | 2-10 | info@abelefinancial.com | http://www.abelefinancial.com | ||
Hawthorne, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@dao.digital | https://dao.digital/ | ||
Boise, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@boisevalleycu.virtualcu.net | http://boisevalleycu.virtualcu.net | ||
Oceanside, United States (US) | Finance and Banking Finance and Banking | 2-10 | info@firstcall-marketing.com | http://firstcall-marketing.com | ||
Stockport, United Kingdom (UK) | Finance and Banking Finance and Banking | 200-500 | info@cyan.org.uk | http://www.cyan.org.uk/ | ||
Spokane, United States (US) | Finance and Banking Finance and Banking | 2-10 | jessie@solvedtax.com | http://solvedtax.com | ||
Sioux Falls, United States (US) | Finance and Banking Finance and Banking | 2-10 | invest@millerinv.com | http://www.millerinv.com/ | ||
Boise, United States (US) | Finance and Banking Finance and Banking | 2-10 | team@perspectivewealth.com | https://perspectivewealth.com | ||
Birmingham, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@utopiacreditcounselors.com | http://utopiacreditcounselors.com | ||
Tallahassee, United States (US) | Finance and Banking Finance and Banking | 2-10 | info@poplefinancial.com | https://www.poplefinancial.com/investment-management | ||
London, United Kingdom (UK) | Finance and Banking Finance and Banking | 10-20 | info@structuredholdings.com | http://structuredholdings.com | ||
London, United Kingdom (UK) | Finance and Banking Finance and Banking | 2-10 | info@horizon-infra.com | http://www.horizon-infra.com/ | ||
New York, United States (US) | Finance and Banking Finance and Banking | 2-10 | info@evolutiontp.com | http://evolutiontp.com | ||
North Aurora, United States (US) | Finance and Banking Finance and Banking | 2-10 | info@preminvest.com | http://www.preminvest.com | ||
Grand Rapids, United States (US) | Finance and Banking Finance and Banking | 2-10 | info@americandebtsolution.com | http://americandebtsolution.com | ||
Chester, United Kingdom (UK) | Finance and Banking Finance and Banking | 2-10 | info@bucklandgroup.co.uk | http://www.bucklandcapital.com/ | ||
London, United Kingdom (UK) | Finance and Banking Finance and Banking | 2-10 | info@cambrial.com | https://cambrial.com | ||
Birmingham, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@atbmanagement.com | http://atbmanagement.com | ||
Basingstoke, United Kingdom (UK) | Finance and Banking Finance and Banking | 2-10 | info@ferranti.com | http://www.ferranti.com | ||
Santa Rosa, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@frankrsites.com | http://frankrsites.com | ||
Birmingham, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@sriemployeesfcu.virtualcu.net | http://sriemployeesfcu.virtualcu.net | ||
Grand Rapids, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@nogreaterlove.org | http://www.nogreaterlove.org | ||
Edinburgh, United Kingdom (UK) | Finance and Banking Finance and Banking | 2-10 | info@gpcollege.co.uk | http://www.gpcollege.co.uk/ | ||
Rochester, United States (US) | Finance and Banking Finance and Banking | 2-10 | info@bluekeukacapital.com | https://bluekeukacapital.com | ||
Badersfield,, United Kingdom (UK) | Finance and Banking Finance and Banking | 2-10 | info@burevalleygroup.com | https://burevalleygroup.com/ | ||
Lenexa, United States (US) | Finance and Banking Finance and Banking | 10-20 | Team@seniorlivingfund.com | https://slfinvestments.com | ||
New York, United States (US) | Finance and Banking +2 Finance and Banking, Information Technology, Professional Services | 100-150 | uksupport@wahedinvest.com | http://wahed.com | ||
Berlin, Germany | Finance and Banking Finance and Banking | 200-500 | marketing@moonfare.com | http://www.moonfare.com | ||
London, United Kingdom (UK) | Information Technology +1 Information Technology, Finance and Banking | 200-500 | contact@freetrade.io | https://freetrade.io/ | ||
Madrid, Spain | Finance and Banking Finance and Banking | 20-30 | info@finizens.com | https://finizens.com/ | ||
Frankfurt, Germany | Finance and Banking +1 Finance and Banking, Public and Community | 30-50 | info@followmymoney.de | https://followmymoney.de/fels-group/investoren/token/ | ||
Vienna, Austria | Finance and Banking Finance and Banking | 30-50 | office@froots.io | https://www.froots.io/ | ||
Geneva, Switzerland | Finance and Banking Finance and Banking | 100-150 | info@probuspleion.com | https://www.probuspleion.com/ | ||
Jacksonville, United States (US) | Finance and Banking Finance and Banking | 2-10 | info@harriswealthcoach.com | www.harriswealthcoach.com |
50/297 results
Frequently asked questions
Updated 23 October 2026
What is Enterprise League?
Enterprise League is a free business directory that helps buyers find the right company by sector and country. Every company has a profile showing what it does, what it offers and how to get in touch.
Is it free to list my company?
Yes, and it stays free: no card, no paid tier. Your profile appears in search results and category pages, can show up to 20 products and services, and lets buyers message you or ask for a quote.
How does verification work, and what does it cost?
Verifying your company is free. Confirm a code we email to an address at your company’s website, or send a company registration document for our team to check, and the verified badge appears on your profile. To show the badge in the directory and search results as well, take out a subscription: the first 14 days are free, and the price is on our pricing page.
Where does the company information come from?
Most profiles are built from public sources, such as official company registers. Claim your company’s profile to correct its details and add your own.
How do I claim or correct my company’s profile?
Open your company’s profile and choose Claim Profile. If you use an email address at your company’s website, a 6-digit code makes the profile yours at once; otherwise our team reviews your request, usually within a few days. Spotted a mistake on a company that isn’t yours? Tell us through our contact page.