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Finance Companies in North America

Finance firms provide, structure, and manage financial products, capital, and advisory services for retail, corporate, and institutional clients. This page lists companies operating in the Finance sector based on self-reported profile data. The directory currently holds 1784 companies in this sector. The largest share of listings is based in Orlando. Related sectors on Enterprise League include Accounting, Banking, Corporate Finance, Auditing, Asset Management, Personal Finance, Angel Investment.
1,784 companies
Orlando top city

North America
Finance
List of Finance companies in North America

1784 companies

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MCF Capital Management, LLC is an independent, family-run financial advisory firm specializing in quantitative market data analysis, providing retirement planning, investment management, and wealth advisory services to individuals and businesses across Orange County, California, and the Dallas-Fort Worth Metroplex in Texas. Leveraging decades of experience, we deliver tailored investment solutions designed to help our clients achieve their financial goals. As a firm rooted in a commitment to data-driven decision-making, we combine rigorous market analysis with personalized service, ensuring our clients receive the strategic guidance they need to thrive.

We’ve recently transitioned to Cambridge Investment Research, Inc. for our brokerage services, allowing us to continue providing exceptional support to our valued clients. Our team’s expertise in areas like geopolitical analysis and media trends further enhances our ability to navigate the complexities of the financial landscape. We are dedicated to building long-term relationships based on trust, transparency, and a shared commitment to success.
Financial Services
Finance

2010

Jomax Recovery is a specialized commercial collection firm headquartered in Peoria, Arizona, dedicated to recovering surety bond and insurance loss and premium funds for carriers nationwide. With decades of combined experience navigating complex recovery scenarios, we offer a legal-ready mindset and a proven track record of performance on challenging accounts. Our team of skilled professionals utilizes sophisticated investigative tools, advanced collection technology, and a nationwide network of vetted commercial collection attorneys to deliver consistent, high-quality results.

We simplify the recovery process and pursue every viable path to resolution, providing clear communication and national legal capabilities to our clients. Jomax Recovery focuses on maximizing recoveries while upholding the highest standards of service, making us a trusted partner in the surety and insurance industries.
Financial Services
Finance

2004

Accord Group Holdings LLC is a leading real estate private equity investment firm headquartered in San Francisco, with a global presence in London, Munich, Hong Kong, and Seoul. We specialize in strategic investment and capital advisory services, providing a synergistic combination of capital markets expertise, investment management, and principal investing capabilities to real estate private equity investors.

With over 25 years of experience building relationships with General Partners and Limited Partners, Accord brings a principal investor mindset and investment banking skills to identify and execute high-quality real estate opportunities, particularly those that are undercapitalized. Our team of experienced professionals delivers tailored solutions across a range of sectors and geographies, supporting clients with direct investment and structuring expertise.
Financial Services
Finance

2013

PacNorth Retirement Group is a leading retirement plan consulting firm based in Spokane Valley, Washington, dedicated to providing comprehensive financial solutions for individuals and corporations across the Pacific Northwest. We specialize in fiduciary governance, investment advisory, and company 401(k) plan administration, empowering businesses and their employees to achieve secure and prosperous retirements. With over 100 years of combined experience among our team of certified financial professionals, we offer personalized support, strategic planning, and unwavering commitment to our clients’ success.

We help businesses navigate complex plan options and fiduciary responsibilities, ensuring participants receive the guidance and service they deserve. Our mission is to simplify wealth management and provide clear, actionable advice, guiding our clients towards their financial goals with integrity and expertise.
Financial Services
Finance

2018

CarrierNet Group Financial is a leading provider of integrated financial solutions for the transportation industry, based in Sioux Falls, South Dakota. We empower trucking companies and freight brokers with a comprehensive suite of services, including invoice financing, dispatch and accounting software, and robust debtor risk management tools.

Our focus is on simplifying the financing process and providing the credit checks, fuel discounts, and IFTA support needed to thrive in today’s competitive market. With over two decades of experience, CarrierNet Group Financial offers personalized customer service and builds lasting relationships, fostering success for our clients across the Over the Road Trucking and Freight Brokering sectors.
Financial Services
Finance

2001

Evolution Financial Group is a global integrated suite of financial businesses specializing in debt and equity finance, operating across multiple offices worldwide. As a leading capital markets firm, we provide comprehensive solutions to clients, leveraging our expertise in trading and investment banking. Established in 2002, Evolution combines strategic flexibility with a global presence, particularly strong in Japan, to deliver innovative investment opportunities and build lasting partnerships.

We are committed to aligning our interests with those of our clients and affiliates, fostering a collaborative approach to maximize value and achieve mutually beneficial outcomes. Our experienced team, drawing on expertise from top banking and trading firms, supports transactions with major corporations and investment firms globally.
Financial Services
Finance

2002

Rich Wealth Planning, LLC is a Cape Coral, Florida-based financial advisory firm dedicated to providing comprehensive financial planning and retirement planning services to individuals and families. We specialize in investment planning, stock & bonds, life insurance, and long-term care insurance, helping clients navigate their financial journey with clarity and confidence. Our approach centers on aligning financial strategies with core values, fostering long-term stability, and promoting generosity across generations.

We serve two primary client groups: those seeking to preserve and grow their retirement assets and younger generations establishing their investment foundations. Founded in 2021, Rich Wealth Planning operates with a commitment to building trust and providing unbiased advice, prioritizing relationships over transactions and focusing on defining what is truly enough for each client. We are a partner dedicated to guiding clients toward financial freedom and peace of mind, not just portfolio performance.
Financial Services
Finance

2021

Influent Financial is a business finance and investment solutions provider based in Salt Lake City, Utah, dedicated to helping business owners optimize their financial operations and secure funding. We specialize in providing dynamic expertise across business finance, corporate tax strategy, business systems, and business operations, alongside web design and search engine optimization services.

Our proprietary cloud-based software connects business owners with vetted corporate vendors, lenders, and industry professionals, streamlining the process of business growth and investment. We support businesses of all sizes, from startups to established enterprises, offering a comprehensive suite of tools and resources to enhance their financial performance and market visibility.
Financial Services
Finance

2008

Impactleap is a leading impact analysis and sustainable investment consultancy based in New York City, specializing in helping asset managers and owners navigate the complexities of ESG investing and build impactful investment products. We combine deep expertise in finance, technology, and climate modelling to deliver actionable insights across ESG alpha, thematics, impact investing, mega-trends, and regulation. Our mission is to foster sustainable systems and create investment solutions that deliver both financial returns and positive societal and environmental outcomes.

With a global client base and a growing presence in London and Vancouver, Impactleap is dedicated to driving capital towards opportunities that create lasting value and address critical global challenges. We leverage innovative technology and unorthodox thinking to analyze evolving landscapes and build systems that generate value alongside positive externalities.
Financial Services
Finance

2016

David Safeer International is a leading expert in cash flow optimization, dedicated to helping businesses across the United States – particularly those with revenues between $1 million and $20 million – transform from reactive reporting to proactive cash management. Based in Salt Lake City, Utah, we specialize in providing financial advisory services to CPAs, accountants, and bookkeepers, empowering them to evolve beyond traditional accounting and become indispensable advisors, driving significant increases in client cash flow and profitability. Our core service is the Complete Cash Flow Advisory Program, a proprietary collection of six systems designed to help financial professionals confidently improve their clients’ financial futures.

We offer a proven five-step process, built on decades of experience, to identify and address cash flow challenges, ultimately boosting profits by 5-10%. We provide the frameworks, tools, and strategies needed to secure a company’s financial future, moving them from a backward-looking perspective to a future-focused, profitable trajectory.
Financial Services
Finance

2002

MassMutual Northwest is a trusted financial services provider dedicated to helping individuals, families, and businesses in the Puget Sound region achieve their long-term financial goals. Since 1889, we’ve offered comprehensive insurance, retirement, and investment solutions, including long-term care, special needs planning, and family business support.

Our team of experienced financial professionals provides personalized guidance and ongoing support, ensuring our clients remain on track to reach their most important objectives. We pride ourselves on our straightforward approach and commitment to building lasting relationships within the Seattle community.
Financial Services
Finance

1851

Great Oak Capital Partners, LLC is a fee-only financial advisory firm based in Easton, Massachusetts, dedicated to providing evidence-based investment management and comprehensive financial planning to clients nationwide. We operate as fiduciaries, prioritizing our clients’ best interests above all else, and our approach is rooted in decades of academic research and a commitment to transparency. Unlike many advisors, we receive no commissions or fees based on the products we recommend, ensuring unbiased advice.

Our holistic planning process integrates investments, retirement, budget, estate, and tax strategies, fostering a truly collaborative and secure financial future. Founded in 2015 by William Sylvia Jr. and John Noonan III, CFP®, we combine decades of experience with a science-driven methodology, offering a unique and independent approach to wealth management. We are committed to building long-term relationships based on trust and a shared vision for success.
Financial Services
Finance

2015

Magnolia Trust Company is an independent trust company based in Chattanooga, Tennessee, dedicated to preserving family legacies through expert estate and trust administration services. We specialize in providing high-quality, objective administration for high-net-worth individuals, families, foundations, and family offices across the Southeast. As strategic partners, we collaborate with investment managers, CPAs, and other advisors to ensure long-term planning goals are met with diligence and insight.

Our commitment to thoughtful, diligent, and transparent service, combined with our deep understanding of trust complexities, makes us the trusted choice for preserving your family’s wealth and values for generations to come. We offer comprehensive solutions including asset protection, strategic planning, and dynastic trust strategies, all underpinned by our core values of integrity, expertise, and a genuine commitment to our clients’ success.
Financial Services
Finance

2019

Direct Funding Resource is a nationally recognized commercial finance company specializing in private real estate lending solutions, headquartered in McKinney, Texas. We provide fast, flexible bridge financing, fix & flip loans, DSCR loans, and new construction loans to real estate investors, catering to both individual investors and larger portfolios. Unlike traditional banks, we offer a common-sense approach to underwriting, utilizing in-house approvals and prioritizing speed and personalized service.

With decades of experience navigating challenging market conditions, Direct Funding Resource fills a critical gap for investors seeking alternative financing options, fostering long-term relationships built on trust and mutual success. Our commitment to rapid loan processing – often within 10 business days – and adaptable criteria distinguishes us as a reliable partner in the real estate investment landscape.
Financial Services
Finance

2015

IMA Diligence Services is a leading transaction advisory firm based in Chicago, Illinois, specializing in comprehensive lender diligence and M&A support for a global client base. We provide precise financial insights, safeguarding client interests and facilitating confident decision-making across industries. With decades of combined transaction experience, our team of highly credentialed professionals – including CPAs, MBAs, CFEs, CIRAs, CVAs, and CFAs – delivers tailored solutions, combining meticulous analysis with open communication and hands-on involvement.

We’re committed to protecting your investments through clarity and expertise, supporting successful transactions with data-driven guidance. IMA Diligence Services offers a flexible, adaptable approach, catering to unique risks and strategic needs, and consistently exceeding expectations in lender diligence, due diligence, and quality of earnings assessments.
Financial Services
Finance

2009

Five Star Financial Services, LLC is a leading Ohio-based financial services provider specializing in helping individuals secure home purchase loans, refinance existing mortgages, and navigate challenging financial situations like foreclosure and debt. We offer comprehensive debt settlement and credit repair services, empowering clients to achieve financial freedom and build a stronger credit profile. Furthermore, we provide mortgage protection life insurance to safeguard families’ financial security.

As a trusted partner, Five Star Financial Services also operates a high-reward affiliate program, offering nationwide opportunities for those seeking to generate income by promoting our services. We are dedicated to providing personalized solutions and expert guidance to meet each client’s unique needs.
Financial Services
Finance

2009

Vista Wealth Network is a leading financial services firm based in Peoria, Arizona, specializing in helping business owners maximize their revenue and profits through strategic marketing and business development. We provide comprehensive solutions encompassing retirement analysis, insurance efficient study, tax mitigation, estate review, and financial planning, alongside alternative income strategies and real estate services. Our expertise extends to business brokerage, assisting entrepreneurs in successfully selling their businesses.

We cater to serious business owners seeking to grow their operations, expand their market reach, or achieve a seamless exit strategy. With over 25 years of experience, Vista Wealth Network empowers organizations to establish a competitive advantage and achieve long-term financial success. We are dedicated to providing tailored strategies that drive tangible results and create lasting financial freedom.
Financial Services
Finance

1995

Riverview Bank is a community-focused financial institution providing personal and commercial banking solutions throughout Southwest Washington and the Portland metropolitan area. Established in 1923, Riverview Bank operates 17 branches and a mortgage broker division, offering a comprehensive suite of services including checking and savings accounts, mortgages, commercial real estate loans, and business banking solutions.

As a trusted partner, Riverview Bank prioritizes local decision-making and genuine relationships with its clients, fostering a strong connection within the communities it serves. With a legacy of over a century, Riverview Bank remains committed to supporting the financial needs of individuals and businesses in the region.
Financial Services
Finance

1923

Champagne Capital Lending is a leading commercial finance lender based in Lauderhill, Florida, providing a comprehensive suite of financing solutions to businesses nationwide. We specialize in delivering customized short-term and long-term financing options, including accounts receivable, commercial real estate, equipment financing, fix and flip loans, franchise financing, and merchant cash advances. With a focus on supporting diverse industries – from healthcare to construction – and offering flexible financing for businesses of all sizes, Champagne Capital Lending empowers companies to achieve their growth objectives.

We pride ourselves on our responsive service and ability to provide tailored financing solutions, making us a trusted partner for businesses seeking capital to fuel expansion and innovation. Our commitment to providing accessible and efficient financing has established us as a reliable resource for businesses across the United States.
Financial Services
Finance

2019

University Lending Group is a leading mortgage bank providing comprehensive lending solutions to customers across Michigan and Texas. With over a century of experience originating from Newbury State Bank, we specialize in conventional, FHA, VA, Jumbo, and construction loans, alongside unique programs like Renovation Lending and One-Time Close Construction Loans. We serve a diverse clientele, including first-time homebuyers, veterans, and those seeking to refinance or build their dream homes.

Our commitment to exceptional customer service, combined with competitive rates and a deep understanding of the local market, makes us the smart choice for your mortgage needs. As a subsidiary of University Bank, NMLS# 715685, we are dedicated to providing a seamless and rewarding lending experience. We pride ourselves on our seasoned mortgage professionals and a collaborative environment fostering long-term customer relationships.
Financial Services
Finance

1997

DTS Connex is a leading provider of innovative cash management software solutions, headquartered in Westminster, Maryland. We empower merchants, banks, and financial institutions to streamline their daily cash operations with a comprehensive suite of tools, including Deposits, Change Orders, Device InSites, Drawer Count, Drawer Recon, Snaps, Safe Count, and Supplies. Our platform delivers enterprise-wide transaction visibility, enhancing process efficiency and improving transparency across all locations – from coast to coast.

With over 25 years of experience serving 120,867 locations throughout the US and Canada, DTS Connex offers a collaborative user community and integrated systems, simplifying cash management and reducing audit time. We are committed to providing peace of mind through real-time insights and automated processes, helping our clients optimize their cash flow and gain a competitive advantage. DTS Connex is a wholly owned subsidiary of Fifth Third Bank, National Association.
Financial Services
Finance

1996

Builder Finance Inc. is a leading direct lender specializing in financing for builders and investors across 47 states, primarily focused on the construction, rental, and land sectors. Based in Sioux Falls, South Dakota, we provide a comprehensive suite of loan products, including Spec Construction Loans, DSCR Loans, Build-Rent Loans, and Fix-Flip Loans, empowering our clients to realize their real estate development goals. We differentiate ourselves through our commitment to fast and reliable funding, offering 100% LTC options, no monthly payments, and same-day draw availability.

With a strong track record of supporting hundreds of repeat borrowers and a dedication to exceptional customer service, Builder Finance Inc. is a trusted partner for those seeking flexible and efficient financing solutions. Our commitment to innovation and responsiveness has solidified our position as a preferred lender in the industry. We pride ourselves on our ability to work with a diverse range of clients, from YES Builders and Investors to corporate entities and brokers, while maintaining a steadfast focus on responsible lending practices.
Financial Services
Finance

2014

The Smith Companies, Ltd. is a Boston-based financial planning firm specializing in sophisticated advanced planning solutions for high-net-worth individuals and financial advisors. With over 30 years of experience, we expertly integrate life insurance into comprehensive estate, business, and financial plans. Our team of experienced attorneys, finance professionals, and business specialists provides unbiased guidance, prioritizing client trust and integrity.

We serve as fiduciaries, helping clients navigate complex financial landscapes and secure their legacy. We are a trusted partner for insurance professionals, financial planners, and investment advisors seeking to deliver optimal wealth conservation strategies. Our expertise spans estate planning, business planning, and solutions for ultra-high-net-worth clients, leveraging technologically advanced application processing and offering advisor education.
Financial Services
Finance

1985

ASE Credit Union is a state-chartered credit union dedicated to serving the financial needs of its members in Alabama and beyond. Established in 1954 as Alabama State Employees Credit Union, ASE has grown into a community-focused financial cooperative with nine branches across the state. We offer a comprehensive suite of products and services, including savings, checking, loans, mortgages, and credit cards, all designed to help our members achieve their financial goals.

As a member-owned and operated institution, ASE Credit Union prioritizes its members' success, providing competitive rates, low fees, and personalized service. With a strong commitment to community involvement and financial wellness, ASE Credit Union is more than just a bank – it’s a trusted partner in building a brighter financial future for our members.
Financial Services
Finance

1954

Security Credit Corp is a leading receivable management company based in Sioux Falls, South Dakota, specializing in providing innovative financial solutions to businesses across the United States. We help companies maintain financial stability and streamline operations through QuickPay, our core service – a comprehensive receivable management platform designed to simplify collections and reduce administrative burdens. Our expertise spans across industries including freight factoring, fuel cards, and general receivables management, offering a robust suite of services for businesses needing efficient and reliable credit reporting and invoice purchasing.

With over two decades of experience since 1998, Security Credit Corp has established itself as a trusted partner for businesses seeking to optimize their cash flow and focus on growth. We support a diverse range of clients, from small businesses to larger enterprises, providing tailored solutions to meet their specific financial needs. We are committed to delivering exceptional service and building long-term relationships based on trust and mutual success.
Financial Services
Finance

1998

Flexible Consulting LLC is a Houston, Texas-based women-owned finance and accounting consultancy specializing in providing tailored fractional CFO, interim management, and project support to businesses across the energy, public, and small-medium sectors. Founded by Vicky and Ewan Hay, we address critical financial gaps and operational needs, offering a flexible and value-driven approach to financial governance. We cater to organizations seeking enhanced financial clarity, strategic planning, and operational efficiency, while prioritizing work-life balance for our consultants.

Our services encompass external and internal reporting, internal controls, mergers & acquisitions support, financial planning & analysis, chapter 11 guidance, and system implementation & integration. Flexible Consulting LLC is dedicated to empowering businesses to achieve sustained growth and financial excellence, building robust and reliable financial operations, and ensuring a smoother financial journey for our clients.
Financial Services
Finance

2020

YearEnd is a leading tax management and optimization platform specifically designed for the unique needs of tech and startup employees. Based in San Francisco, California, we help companies streamline their equity and tax processes, ensuring compliance and maximizing employee value. We provide a comprehensive solution for managing stock options, RSUs, and other equity awards, alongside expert tax guidance tailored to the complexities of startup compensation.

YearEnd simplifies the often-confusing world of equity taxation, reducing administrative burden and fostering greater transparency for both employers and employees. With a focus on the rapidly evolving landscape of tech compensation, we’re committed to providing innovative and reliable solutions that drive efficiency and peace of mind. Acquired by Carta, we continue to build upon our expertise, offering a robust platform trusted by hundreds of startups and established tech companies across the US.
Financial Services
Finance

2019

Valorem Business Brokers is a leading business brokerage firm based in South Florida, specializing in facilitating successful mergers & acquisitions, business valuations, and franchise sales for businesses across Florida, Georgia, and Tennessee. With over 15 years of experience, Valorem provides expert guidance to both buyers and sellers, leveraging a strong network of investors and strategic partnerships to achieve optimal outcomes.

We focus on delivering seamless transactions and strategic results, backed by a team of seasoned professionals dedicated to maximizing value and ensuring a smooth process for every client.
Financial Services
Finance

2006

Florida Local Government Investment Trust is a leading provider of investment solutions for public entities in Florida, offering two professionally managed funds – the Short-Term Bond Fund and the Day to Day Fund – since 1991. As the longest-running member-owned and member-governed local government investment pool in the state, we prioritize safety, liquidity, and yield for our clients.

With a strong track record and a commitment to quality, the Florida Trust has earned a Standard & Poor’s rating and consistently meets the diverse investment needs of local governments across Florida. We partner with Payden & Rygel to deliver expert management and insightful market analysis, supporting the financial stability of communities throughout the state.
Financial Services
Finance

1991

Falcon Wealth Planning, Inc. is a Fee-Only Registered Investment Advisor (RIA) and CERTIFIED FINANCIAL PLANNER™ professionals dedicated to providing transparent and objective financial planning and investment management services to clients across the United States. Based in Ontario, California, we specialize in tax-efficient retirement income strategies, real estate planning, social security optimization, and comprehensive estate planning, all delivered with a commitment to fiduciary duty. Founded in 2015, Falcon Wealth Planning distinguishes itself through its fee-only structure, eliminating conflicts of interest and prioritizing client interests above all else.

We serve individuals and families seeking clarity and confidence in their financial futures, helping them navigate complex financial decisions and achieve their long-term goals. With a team of experienced advisors and a proven track record, Falcon Wealth Planning is committed to building lasting relationships based on trust and integrity. We manage over $1.4 billion in assets and have been recognized as an award-winning firm, consistently delivering exceptional results for our clients.

Our dedication to education and personalized service ensures that each client receives tailored solutions designed to meet their unique needs and aspirations.
Financial Services
Finance

2015

Complete Recovery Corp. is a leading asset recovery and customer retention specialist based in Salt Lake City, Utah, dedicated to maximizing lifetime customer value for businesses across the United States. We help companies recover unused equipment, collect missed payments, and, crucially, preserve valuable customer relationships. With over two decades of experience, Complete Recovery leverages a multi-point-of-contact approach – combining strategic phone outreach, email, voicemail, text messaging, and personalized communication – to achieve exceptional recovery rates and significantly boost customer loyalty.

Our success is built on a foundation of empathy and genuine human connection, prioritizing individual needs and fostering trust. We’ve consistently demonstrated our ability to recover over 80% of the value of recovered assets, and our clients benefit from a 60-70% higher probability of repeat business. We’ve partnered with industry leaders like Comcast and Cox Communications, recovering millions of dollars in assets and driving substantial improvements in customer retention – including a 20-40% increase in retained customers and a 306% higher lifetime value for loyal clients.

Complete Recovery’s team of experienced professionals, including a Chief Financial Officer with 20+ years in telecommunications and a dedicated SVP of Call Center Operations, is committed to delivering exceptional results and building long-term partnerships.
Financial Services
Finance

2004

David Allen Capital is a leading business funding agent program based in Atlanta, Georgia, specializing in providing accessible capital solutions to small business owners and gig workers across the United States. We connect entrepreneurs with a network of trusted lenders, offering a range of financing options including business loans, working capital, lines of credit, and asset-based financing – all starting from $2,000 to $5,000,000. Our streamlined, no-obligation application process, requiring only three months of bank statements, ensures a quick and hassle-free experience.

We prioritize ethical lending practices and transparent terms, building lasting relationships with our clients. As an independent agent through Bank Breezy, we empower business owners to achieve their goals with flexible financing options, fostering growth and sustainability. We are dedicated to simplifying the business funding journey and providing exceptional service to every client.
Financial Services
Finance

2013

Benaiah Co. is a leading family of service companies specializing in digital asset and blockchain solutions, primarily serving the financial services sector, including wealth management, fintech, cryptocurrency, and hedge funds. Based in Sioux Falls, South Dakota, we provide expert guidance and strategic support to navigate the complexities of the digital asset landscape. Our core services encompass digital asset consulting, wealth management strategies tailored for crypto assets, and fintech solutions designed to streamline operations.

We’ve rapidly grown to support a diverse client base, assisting them with regulatory compliance, investment strategies, and technological integration. Benaiah Co. is committed to delivering bespoke solutions that empower our clients to thrive in this dynamic and evolving market.
Financial Services
Finance

2018

JJT Consulting Group is a leading business consulting firm specializing in strategic funding and credit optimization for entrepreneurs, real estate investors, and small business owners across Massachusetts and the United States. We provide comprehensive solutions, including 0% interest business credit cards, merchant cash advances, DSCR loans, and Aged LLC services, empowering clients to build strong, structured businesses and access the capital they need to thrive. Our approach centers on a deep understanding of financial positioning, transparent guidance, and a commitment to delivering measurable results.

Unlike traditional lenders, we prioritize structuring businesses for optimal eligibility and long-term growth, reducing the risk of funding denials and maximizing capital access. With over 7,000 entrepreneurs supported and $80+ in capital facilitated, JJT Consulting Group is dedicated to helping businesses achieve their full potential. We focus on building businesses that trust us, enabling sound growth through strategic funding, credit positioning, and long-term planning.
Financial Services
Finance

2024

Demars Financial Group LLC is a trusted Wealth Advisory firm based in Spokane, Washington, dedicated to providing multi-generational financial planning solutions for Americans. We specialize in helping individuals and families navigate life transitions – from pre-retirement to retirement and beyond – with tailored strategies focused on building wealth, minimizing taxes, and achieving financial confidence. As a family-owned firm with over three generations of experience, Demars Financial Group offers a personalized approach, combining comprehensive financial planning with a commitment to building lasting relationships.

Our team of experienced professionals, including Certified Financial Planners®, provides guidance on investments, retirement planning, tax reduction, and legacy planning, ensuring clients are well-prepared for whatever the future holds. We understand the unique challenges and opportunities associated with each stage of life, and we’re here to help you achieve your financial goals with clarity and peace of mind.
Financial Services
Finance

1975

WealthWave is a leading financial education and marketing company dedicated to empowering North Americans with the knowledge and tools to achieve lasting wealth. We address the pervasive global crisis of financial illiteracy by disrupting the financial industry and focusing on the 7 Money Milestones®, a proven roadmap for building financial security. Unlike many institutions that overlook the needs of the majority, WealthWave champions families by first teaching them the fundamentals of money and then guiding them towards financial independence.

With a team of thousands of educators and a rapidly expanding network of Learning Centers across North America, we’re driving a movement to eradicate financial illiteracy and build a more financially secure future for all. Since 2018, we’ve impacted over 500,000 individuals and families, providing financial literacy education and empowering thousands of entrepreneurs to thrive. Our commitment to technology, high-touch support, and a proven system ensures that our clients receive the resources they need to succeed.
Financial Services
Finance

2018

Subsequent QC, LLC is a leading provider of servicing quality control audit solutions for mortgage lenders and servicers, based in Sherman Oaks, California. We specialize in bridging the gap between servicing risk and compliance, offering comprehensive operational audits, subservicer/servicer reviews, and loan-level servicing QC reviews. With over a decade of experience, we partner with lenders and servicers to ensure robust servicing operations, protect asset value, and maintain regulatory compliance. Our team of seasoned professionals leverages deep expertise in loan servicing, risk management, and auditing to deliver independent and objective assessments. We help masterservicers protect their MSR value, provide continuous portfolio surveillance, identify systemic risks, and strengthen internal and external audit preparedness. Subsequent QC is an effective partner for our bank. We rely on their servicing quality control expertise and skill, and they deliver their work to us promptly and accurately. We are the partner of choice for servicing quality control and subservicer/servicer oversight solutions for the mortgage industry.
Financial Services
Finance

2013

QuantiFi Services is a Salt Lake City-based financial services firm specializing in tax consulting, capital loans, consumer financing, bookkeeping, merchant processing, and specialty tax credits. We partner with businesses of all sizes to provide tailored financial solutions, from streamlining operations and optimizing financial management to supporting growth and expansion. Our expertise in financial services helps clients navigate complex regulations and achieve their strategic goals.

We focus on delivering transparent, effective, and empathetic financial support, particularly for businesses seeking capital loans, consumer financing, and specialized tax credits. Founded in 2023, QuantiFi Services is rapidly establishing itself as a trusted partner for businesses in Utah and beyond, offering a comprehensive suite of financial services designed to drive success.
Financial Services
Finance

2023

Ten Capital Wealth Advisors is a Seattle and Spokane-based investment management firm dedicated to simplifying complex financial planning and building momentum towards your life goals. We partner with business owners, entrepreneurs, corporate executives, and rising professionals to create personalized wealth strategies rooted in purpose and driven by a commitment to ongoing education and relationship-building.

Leveraging the expertise of Hightower and a dedicated team, we offer comprehensive financial services including retirement planning, business succession planning, and estate planning, all designed to provide clarity and confidence in navigating today’s financial landscape. At Ten Capital, we understand that wealth is more than just dollars; it’s about the values that drive them, and we’re here to help you craft a legacy that reflects your unique story.
Financial Services
Finance

2012

i-payout is a global mass payout solutions provider headquartered in Fort Lauderdale, Florida, specializing in seamless international payments for businesses and gig platforms. For over 18 years, we’ve empowered organizations to efficiently pay contractors, sellers, and affiliates across 180+ countries, leveraging a robust network of 20+ payment rails and supporting 10 funding currencies.

Our innovative platform offers customizable white-label solutions, a developer-friendly API, and comprehensive tax management services, including 1099 and 1042-S issuance, streamlining global financial operations. i-payout’s commitment to reliable, cost-effective payouts and global coverage makes us a trusted partner for businesses expanding internationally.
Financial Services
Finance

2007

Skene Financial is a values-driven insurance agency based in Asheville, North Carolina, dedicated to supporting the Solidarity Economy – a movement focused on democratic and equitable ownership. We specialize in providing personalized protection and acceleration strategies for mission-aligned organizations and individuals, including worker-owned co-ops, non-profits, social enterprises, credit unions, and local investors.

Leveraging our proprietary Debt Free Life software, we help clients eliminate debt faster, reduce interest payments, and build long-term financial security while aligning with their core values. We’re committed to offering enduring acceleration strategies and downside capture solutions, ensuring our clients’ financial futures are both secure and purpose-driven.
Financial Services
Finance

2015

Open Trail Financial Consultants is a dedicated team of financial advisors providing clarity and confidence to your financial decisions, serving individuals and families across California and beyond. We specialize in comprehensive financial planning, investments, retirement planning, and legacy planning, helping clients build secure futures. Our approach centers on understanding your unique goals and values, offering personalized strategies tailored to your specific circumstances.

With a commitment to acting in your best interest and fostering long-term relationships, Open Trail Financial Consultants empowers you to navigate your financial journey with peace of mind. We offer specialized planning, including SRI, ESG, and risk profile assessments, ensuring your investments align with your values and objectives.
Financial Services
Finance

2012

Enna & Associates is a trusted financial planning firm based in Overland Park, Kansas, specializing in comprehensive wealth management solutions for families and business owners. We help clients clarify their unique financial goals, then collaborate with their existing advisors to develop and implement strategies that address income, retirement, estate, and business succession needs. As a firm committed to long-term relationships, we prioritize delivering exceptional service and exceeding expectations.

Our expertise spans estate planning, investments, family protection, legacy planning, executive benefits, philanthropy, and business exit planning, ensuring a holistic approach to financial well-being. We are a member of the Million Dollar Round Table (MDRT), recognizing our commitment to high standards of financial professionalism.
Financial Services
Finance

1992

LumoXchange is a global money transfer marketplace headquartered in Little Rock, Arkansas, revolutionizing cross-border payments. We empower individuals and businesses to securely and efficiently send and receive money worldwide, leveraging innovative Local Exchange Networks (LENs) to provide access to real exchange rates at the local level.

By connecting users with local financial institutions, LumoXchange offers a transparent and competitive alternative to traditional money transfer services, simplifying international payments and fostering seamless global commerce. Our platform facilitates easy comparison shopping for the best exchange rates, enabling users to send money online with confidence and convenience.
Financial Services
Finance

2015

The EDSA Group is a leading provider of comprehensive financial education solutions, headquartered in Baton Rouge, Louisiana. We empower financial professionals and institutions with a turnkey package designed to meet the diverse needs of their clients – from corporate investors to individual consumers. For over three decades, EDSA has been dedicated to fostering financial literacy, offering tailored curricula and robust instructor resources. Our programs extend to college students through Good Money Habits for Students, and we deliver impactful financial education directly to employees in the workplace. We specialize in developing and delivering financial education curricula for advisors, workplace financial education programs, and resources for college students, helping individuals and organizations build a stronger financial future. With a team of dedicated experts and a proven track record, The EDSA Group is committed to making a tangible difference in the financial well-being of communities across the United States.
Financial Services
Finance

1993

Faremit is a leading remittance and payment solutions provider based in Lewes, Delaware, specializing in simplifying international money transfers for businesses and individuals. We connect users with a secure and efficient platform to send and receive USD, EUR, and other currencies globally. Leveraging mobile money and payment aggregation technologies, Faremit offers competitive pricing, transparent fees, and a user-friendly experience, supporting seamless cross-border payments. With a growing presence in London and Stockholm, Faremit is committed to bridging financial gaps and building trust through reliable and accessible money transfer services.
Financial Services
Finance

2022

HODL Markets is a Miami-based technology company revolutionizing access to sophisticated investment strategies for a global audience. We provide a secure and efficient infrastructure that connects hedge fund managers with wealth apps, advisor platforms, and individual investors, enabling the seamless tokenization and distribution of institutional-grade investment strategies. Leveraging TradFi expertise combined with blockchain technology, HODL Markets empowers users to build long-term wealth through data-driven, transparent, and composable tools, eliminating the complexities and limitations of traditional investment vehicles. Our platform offers a growing catalogue of tokenized strategies, including spot-only, rules-based, and multi-manager approaches, all without leverage or market timing. We are committed to fostering a responsible DeFi ecosystem where all participants can benefit from reliable and composable tools, regardless of their investment experience.
Financial Services
Finance

2025

Enhanced Digital Group (EDG) is a leading wholesaler of structured derivatives for digital assets, based in Park City, Utah. We bridge the gap between traditional finance and the decentralized world of DeFi, providing bespoke financial derivative solutions to institutions. Founded by experienced derivative traders, EDG leverages decades of TradFi expertise to build customized products for managing exposure to digital assets, catering to miners, validators, corporate treasuries, and institutional investors. Our approach centers on customization, efficiency, and strategic partnerships, supported by a team of experts in trading, technology, legal, risk, and finance. EDG operates onshore in the US and UK, with EDG UK Limited authorized and regulated by the Financial Conduct Authority (FRN 994619). We are currently focused on early-stage exotics, path-dependent products, and correlation strategies, offering cutting-edge solutions to the evolving digital asset market.
Financial Services
Finance

2021

TradeX is a Birmingham, Alabama-based community of over 250 local business owners dedicated to fostering a thriving local economy through barter and trade. Established in 2011, TradeX provides a unique platform for businesses to acquire new customers, improve cash flow, and gain a competitive advantage by exchanging goods and services with their neighbors. With over 50,000 transactions totaling over $10,000,000, TradeX facilitates a diverse range of trades, from printing and legal services to automotive repair and salon treatments, creating a powerful network of mutual support and growth within the Birmingham and Tuscaloosa business landscape. We empower local businesses to thrive by connecting them with a ready market of potential clients seeking alternative ways to fulfill their needs.
Financial Services
Finance

2011

Next Fintech Holdings, Inc. is a leading FinTech innovator specializing in secure online banking solutions, digital asset services, and insurance technology, headquartered in Sunrise, Florida. As a division of NextPlay Technologies (NASDAQ: NXTP), we empower businesses and individuals with cutting-edge financial tools. Our NextBank International platform provides centralized banking services and value-added services to a global market, supported by a regulated US bank charter. NextShield offers specialized insurance solutions, backed by a Labuan FSA license. We combine state-of-the-art technology with personalized service to build a world-class financial institution, leveraging Puerto Rico’s strategic advantages for international transactions.
Financial Services
Finance

2021

List of Finance companies in North America

Company Name

Location

Category

Employees

Website

McKinney, United States (US)

Finance and Banking
Finance and Banking

2-10

http://www.mcfcapitalmanagement.com

Peoria, United States (US)

Finance and Banking
Finance and Banking

2-10

http://www.jomaxrecovery.com

San Francisco, United States (US)

Finance and Banking
Finance and Banking

10-20

http://www.accord-group.net

Spokane Valley, United States (US)

Finance and Banking
Finance and Banking

10-20

http://www.pacnorthretirement.com/

Sioux Falls, United States (US)

Finance and Banking
Finance and Banking

20-30

http://www.carriernetgroup.com

Los Angeles, United States (US)

Finance and Banking
Finance and Banking

50-100

http://www.evofg.com

CAPE CORAL, United States (US)

Finance and Banking
Finance and Banking

2-10

https://www.richwealthplanning.com

Salt lake City, United States (US)

Finance and Banking
Finance and Banking

10-20

http://increasebusinesscredit.com/

New York, United States (US)

Finance and Banking
Finance and Banking

2-10

http://www.impactleap.com

Salt Lake City, United States (US)

Finance and Banking
Finance and Banking

2-10

https://www.davidsafeer.com

Seattle, United States (US)

Finance and Banking
Finance and Banking

50-100

https://northwest.massmutual.com/

South Easton, United States (US)

Finance and Banking
Finance and Banking

2-10

https://www.greatoakcp.com

Chattanooga, United States (US)

Finance and Banking
Finance and Banking

2-10

http://MagnoliaTrust.com

McKinney, United States (US)

Finance and Banking
Finance and Banking

10-20

https://directfundingresources.com/

Chicago, United States (US)

Finance and Banking
Finance and Banking

30-50

http://www.IMAdiligence.com

Akron, United States (US)

Finance and Banking
Finance and Banking

2-10

http://www.fivestarfinancialservices.com

Peoria, United States (US)

Finance and Banking
Finance and Banking

2-10

http://vista-wealth.com

Vancouver, United States (US)

Finance and Banking
Finance and Banking

200-500

http://www.riverviewbank.com

Lauderhill, United States (US)

Finance and Banking
Finance and Banking

2-10

https://champagnecapitallending.com/

Clinton Township, United States (US)

Finance and Banking
Finance and Banking

150-200

http://www.university-lending.com

Westminster, United States (US)

Finance and Banking
Finance and Banking

20-30

https://www.dtsconnex.com/

Sioux Falls, United States (US)

Finance and Banking
Finance and Banking

10-20

https://www.builderfinance.com

Boston, United States (US)

Finance and Banking
Finance and Banking

10-20

http://www.smithcompany.com

Montgomery, United States (US)

Finance and Banking
Finance and Banking

50-100

http://www.YourASEcu.com

Sioux Falls, United States (US)

Finance and Banking
Finance and Banking

10-20

http://www.securitycreditcorp.com

Houston, United States (US)

Finance and Banking
Finance and Banking

10-20

http://www.flexible-consulting.com

San Francisco, United States (US)

Finance and Banking
Finance and Banking

2-10

https://yearend.com

Fort Lauderdale, United States (US)

Finance and Banking
Finance and Banking

2-10

http://www.ValoremBrokers.com

Tallahassee, United States (US)

Finance and Banking
Finance and Banking

50-100

http://www.floridatrustonline.com

Ontario, United States (US)

Finance and Banking
Finance and Banking

50-100

http://www.FalconWealthPlanning.com

Salt Lake City, United States (US)

Finance and Banking
Finance and Banking

200-500

https://completerecoverycorp.com/

Atlanta, United States (US)

Finance and Banking
Finance and Banking

2-10

https://davidallencapital.com/102166080

Sioux Falls, United States (US)

Finance and Banking
Finance and Banking

2-10

https://www.benaiahco.com

Worcester, United States (US)

Finance and Banking
Finance and Banking

2-10

https://jjtconsultinggroup.com/

Spokane Valley, United States (US)

Finance and Banking
Finance and Banking

2-10

http://www.DemarsFinancial.com

Dallas, United States (US)

Finance and Banking
Finance and Banking

2-10

https://wealthwave.com/joymcmurchy

Sherman Oaks, United States (US)

Finance and Banking
Finance and Banking

10-20

https://subsequentqc.com

Salt Lake City, United States (US)

Finance and Banking
Finance and Banking

2-10

http://quantifiservices.com

Spokane, United States (US)

Finance and Banking
Finance and Banking

10-20

http://www.tencapital.com

Fort Lauderdale, United States (US)

Finance and Banking
Finance and Banking

50-100

http://www.i-payout.com

Asheville, United States (US)

Finance and Banking
Finance and Banking

2-10

http://www.skenefinancial.com

Santa Rosa, United States (US)

Finance and Banking
Finance and Banking

2-10

http://www.opentrailfc.com

Overland Park, United States (US)

Finance and Banking
Finance and Banking

2-10

https://www.ennaaa.com

Little Rock, United States (US)

Finance and Banking
Finance and Banking

2-10

http://www.lumoxchange.com

Baton Rouge, United States (US)

Finance and Banking
Finance and Banking

10-20

http://www.theedsagroup.com

Lewes, United States (US)

Finance and Banking
Finance and Banking

2-10

https://faremit.com

Miami, United States (US)

Finance and Banking
Finance and Banking

2-10

https://hodlmarkets.com

Park City, United States (US)

Finance and Banking
Finance and Banking

2-10

https://www.enhanceddigital.group/

Birmingham, United States (US)

Finance and Banking
Finance and Banking

2-10

http://www.moxeybham.com

Sunrise,, United States (US)

Finance and Banking
Finance and Banking

10-20

https://www.nextfintech.win/

50/1,784 results

Frequently asked questions

Updated 23 October 2026

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