Finance Companies in United States (US)
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 1762 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.
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Finance
List of Finance companies in United States (US)
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GillmanBagley is a leading provider of invoice financing and asset-based lending solutions, strategically located in Chattanooga, Tennessee, and serving businesses nationwide. We specialize in supporting small to mid-sized companies, particularly those in the B2B and B2G sectors, by providing flexible working capital through programs up to $10,000,000. Our approach centers on understanding each client’s unique needs, offering tailored solutions such as asset-based lines of credit, contract funding, and unbilled revenue lines of credit. As business owners ourselves, we prioritize strong partnerships, delivering exceptional customer service and a commitment to achieving our clients’ goals. With 75 years of experience, 2,500+ companies financed, and $1 billion in invoices purchased, GillmanBagley sets the world standard for integrity and service in the accounts receivable financing industry.
Financial Services
Finance
Jade Fields is a pioneering capital management and investment group based in Ontario, California, focused on disrupting traditional economic systems. We develop and implement innovative solutions, platforms, and systems designed to benefit consumers and businesses directly, challenging established market leaders. Leveraging cutting-edge technologies like Web 5.0 and blockchain, Jade Fields creates unique economic systems. Our approach combines strategic brand integration, live event experiences, and a deep understanding of consumer engagement to cultivate lasting loyalty. Founded in 2022, Jade Fields is rapidly expanding its operations across the United States, with offices in Los Angeles and Adelanto, demonstrating a commitment to regional development and fostering a thriving economic ecosystem. We are dedicated to creating transformative ventures across sectors including financial services, real estate, consumer technology, and entertainment.
Financial Services
Finance
Upstream Life ™ is a leading US-based financial services provider with a rich history dating back to 1912, now reimagined in 2016. We specialize in delivering secure and reliable financial solutions to individuals nearing retirement, offering annuities, securities, and wealth management services. Built on a legacy of trust and innovation, Upstream Life helps clients plan for a comfortable and financially secure future. Our commitment to personalized service and long-term stability makes us a trusted partner in navigating the complexities of retirement planning and investment management. We provide a range of products designed to meet individual needs, including MYGA, SPDA, and FPDA annuities, alongside carefully selected securities offerings for accredited investors. With a nationwide presence and a dedication to client success, Upstream Life continues to evolve and adapt to the changing needs of our clients.
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Finance
Ancorato is a leading innovator of structured investment strategies for wealth managers, based in Boise, Idaho. We simplify the complexities of structured notes, providing a single platform for advisors to access institutional-level solutions. Our active management team handles due diligence, product sourcing, and ongoing market monitoring, allowing advisors to focus on client relationships. We offer a robust suite of features including risk management guardrails, diversification across multiple issuers, and comprehensive reporting – all designed to maximize returns and protect client portfolios. With over $250 million in assets under management and a team of experienced investment professionals, Ancorato delivers reliable investment solutions and exceptional service to our strategic partners.
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Finance
Unified Mortgage, LLC. is a leading online mortgage broker dedicated to simplifying the home purchase and refinance process for residents of Florida. We specialize in providing competitive rates and a seamless, fully digital experience for borrowers seeking conventional, adjustable, jumbo, FHA, VA, and 15-year and 30-year fixed mortgages. Founded in 2016 and based in Port St. Lucie, Florida, we’re committed to delivering exceptional customer service and expert guidance throughout every step of the loan journey. Our team leverages technology to offer transparent pricing, quick approvals, and a hassle-free application process, ensuring a positive experience for our clients. We pride ourselves on our dedication to building strong relationships and helping individuals achieve their homeownership dreams. With a focus on competitive rates, flexible loan options, and a commitment to client satisfaction, Unified Mortgage, LLC. is the trusted choice for Florida homebuyers and borrowers.
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LSi Credit Solutions is a leading credit restoration firm based in Kirkland, Washington, specializing in helping individuals rebuild and improve their credit scores. We provide comprehensive debt settlement and negotiation services, working directly with creditors to achieve favorable outcomes for our clients. Unlike traditional credit repair agencies, LSi Credit Solutions operates on a fee-free basis, ensuring transparency and trust. Our long-term approach focuses on empowering clients to achieve a debt-free lifestyle through personalized strategies and dedicated support. With over 16 years of experience, we’ve successfully assisted countless individuals in overcoming credit challenges and securing a brighter financial future. We are committed to delivering exceptional client satisfaction and industry-leading results.
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Finance
Swad Wealth Management is a retirement planning firm based in Santa Rosa, California, dedicated to helping individuals age 50+ live their dream retirement sooner. We go beyond traditional financial advice, guiding clients through a personalized process to uncover their true vision of an ideal life and then crafting a financial plan that aligns with those aspirations. Unlike many advisors, we focus on understanding your passions and goals, not just ticking boxes on a retirement checklist. We serve individuals who feel burnt out, anxious about transitioning into retirement, or simply desire greater financial confidence and autonomy. Our differentiator lies in our commitment to plain English communication, fiduciary responsibility, and a deep understanding of individual needs. Founded by Zack Swad after a decade at a Fortune 500 firm, Swad Wealth Management provides ongoing support, investment analysis, and tax-minimization strategies, all within a transparent and client-focused framework. We offer a comprehensive approach to retirement planning, encompassing 16 key areas and providing peace of mind knowing all your financial needs are well taken care of.
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Assurance Financial Solutions is a Birmingham, Alabama-based independent life insurance agency dedicated to protecting families and businesses since 2012. We specialize in providing tailored life and disability insurance solutions, leveraging our access to over 30 highly-rated insurance carriers to deliver competitive premiums and comprehensive coverage. As a local agent, we prioritize individualized service, guiding clients through the complexities of insurance selection and ensuring they find the optimal protection for their unique needs – whether it’s safeguarding a growing family or securing a business’s future. Our commitment extends beyond simply selling policies; we strive to be a trusted partner, offering clarity and peace of mind throughout the entire process. We consistently outperform traditional property and casualty agents by 25-50%, offering superior value to our clients.
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Freedom Funding Group is a leading provider of business funding solutions, specializing in cash advances, tax solutions, and equipment financing for businesses located in Florida and beyond. We empower entrepreneurs and established companies with the working capital they need to thrive, offering rapid approvals and competitive rates. With a focus on providing flexible financing options – including SBA loans and startup loans – we support businesses of all sizes through critical financial challenges. Founded in 2017 and based in Fort Lauderdale, Florida, Freedom Funding Group has quickly become known for its commitment to fast, reliable funding, helping clients secure the resources necessary for growth and operational success. We are dedicated to simplifying the funding process and delivering exceptional service to our clients.
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Legacy Community Federal Credit Union is a Birmingham, Alabama-based financial institution dedicated to providing innovative financial solutions and exceptional member service. Established in 1955 as University Credit Union, we’ve grown to serve the greater Birmingham Metropolitan Area, fostering a strong community focus alongside our core services of loans, savings, checking, and credit cards. As the Official Credit Union of UAB, we’re deeply rooted in the region’s history and committed to supporting its continued growth. We prioritize member ownership and offer competitive rates, convenient digital banking, and personalized financial guidance. With a team of dedicated professionals and a legacy of over 70 years, Legacy Community Federal Credit Union is more than just a financial institution – it’s a trusted partner in helping our members achieve their financial goals and build a secure future. We are committed to providing a positive experience for every member, every time.
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Prosperity Partners Wealth Management is a Knoxville, Tennessee-based independent wealth management firm dedicated to helping families achieve their financial goals and build lasting legacies. We specialize in providing comprehensive financial planning, retirement planning, and estate planning services, prioritizing personalized relationships and a client-centric approach. Founded in 2016, our team of experienced advisors – including Certified Financial Planner® (CFP®) and Chartered Financial Consultant® (ChFC®) professionals – leverages decades of combined wisdom and innovative technology to address complex financial challenges. We’re committed to guiding our clients through every stage of life, from initial planning to ongoing support, ensuring they can confidently pursue their dreams and enjoy a secure future. At Prosperity Partners Wealth Management, we believe in living, loving, and leaving a legacy – and we’re here to help you do just that.
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Twickenham Advisors is a privately held financial advisory firm based in Huntsville, Alabama, dedicated to providing comprehensive wealth management solutions to individuals, families, and businesses. With four generations of experience, we’re a trusted partner for those seeking to build lasting wealth and achieve their financial goals. As a firm deeply rooted in the Huntsville community, we combine Southern tradition with a forward-thinking approach, offering personalized financial planning, estate and legacy planning, and philanthropic guidance. We prioritize transparency, integrity, and a client-focused approach, ensuring our clients have the confidence to pursue their passions. Our team of experienced advisors leverages a sophisticated platform to deliver exceptional service, and we are committed to fostering growth and stability for our clients and the firm. We’ve helped generations of Huntsville families and are expanding our service model to meet the needs of the new generation of professionals discovering what a vibrant city Huntsville can be.
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Oracle Funding Corp is a leading mortgage lender based in Bend, Oregon, specializing in providing tailored financing solutions to borrowers across the United States. We focus on delivering exceptional service and competitive rates, guiding clients through the complexities of home loans, refinancing, and equity access. Unlike traditional lenders, we prioritize a personalized approach, utilizing ‘common sense’ and a wide network of investors – over 100 – to secure the best possible terms for each individual. Our commitment extends to serving diverse borrower needs, including those seeking full documentation, no-documentation loans, non-owner occupied properties, and multi-family homes. With a strong local presence and a dedication to fast processing and responsive service, Oracle Funding Corp is a trusted partner for navigating the mortgage landscape. We proudly serve clients in Oregon and California, offering a seamless and supportive experience from application to closing.
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Toyon Associates, Inc. is a leading healthcare government reimbursement consulting firm based in Concord, California, specializing in helping healthcare organizations maximize revenue and ensure compliance with complex Medicare and Medicaid regulations. For over 40 years, we’ve provided expert analysis, innovative cloud-based solutions, and collaborative support to hospitals, health systems, and other healthcare providers across the United States. Leveraging our nationally recognized expertise and the Absolute Cloud Software platform, we streamline cost report preparation, manage revenue entitlement, and optimize financial performance. We combine decades of experience with a commitment to delivering measurable returns on investment, empowering our clients to focus on patient care and community service. Our comprehensive services encompass cost report preparation, OSHPD reporting, Medicare DSH and Uncompensated Care analysis, and reimbursement department outsourcing, all underpinned by a dedication to accuracy, compliance, and client success.
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StreamSong Advisors is a Grand Rapids, Michigan-based Registered Investment Advisor (RIA) dedicated to providing proactive, customized portfolio management and personalized financial solutions to individuals and families. We build lasting relationships, taking a client-centric approach to investment management and financial planning. With no commissions, revenue sharing, or kickbacks, our boutique services ensure complete objectivity, aligning our interests with yours. We specialize in estate planning, tax planning, and life insurance, offering a holistic, process-driven approach that navigates your individual challenges and aspirations, guiding you towards a stream of prosperity. Our team of experienced professionals, including CFAs and Certified Financial Planners, leverages proprietary research tools and exclusive investment opportunities to construct distinct portfolios tailored to your unique needs.
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Community Capital Management, LLC is a leading fixed income investment advisor based in Fort Lauderdale, Florida, specializing in impact investing since 1999. We deliver competitive risk-adjusted returns through investment strategies that demonstrably contribute to positive societal outcomes, particularly in community development and affordable housing. As a firm managing approximately $7.1 billion in impact investments, we leverage a rigorous approach to financial analysis, risk management, and transparent research, combined with hands-on client service. Our expertise spans a diverse range of impact themes, including CRA-qualified investments, and we offer customized bond portfolio solutions to institutional clients across the United States. We are dedicated to aligning financial performance with meaningful social impact, supporting initiatives that address social determinants of health and promote equitable access to resources. Community Capital Management’s commitment to impact investing is rooted in a belief that a fully integrated portfolio can deliver both strong financial returns and lasting positive change.
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Finance
Alabama Ag Credit is a member-owned, locally controlled cooperative providing vital financial solutions to the agricultural community of Alabama. Headquartered in Montgomery, we specialize in short- and long-term loans for farmers, agribusinesses, timber operations, recreational land, and rural property owners throughout the lower 40 counties. As part of the Farm Credit System, established in 1916, we’ve been a trusted partner supporting Alabama’s rural economy for over a century. We offer a comprehensive suite of financing options, including land loans, agricultural loans, home loans, and equipment financing, all designed to help our members grow their operations and secure their futures. Our commitment extends beyond lending; we provide valuable resources and support through our Young, Beginning & Small Farmers program, member perks, and a dedicated team of local experts. Alabama Ag Credit is more than just a lender – we’re a partner in Alabama’s agricultural heritage.
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Heritage Auto Finance provides indirect automotive loans through a growing network of dealerships across Alabama and the United States. We specialize in connecting customers, often underserved by traditional lenders, with quality vehicles and helping dealers increase sales. Our unique approach focuses on assisting individuals in rebuilding their credit while facilitating the purchase of reliable automobiles. Heritage Auto Finance is dedicated to fostering mutually beneficial relationships with our dealer partners, enabling them to expand their inventory and serve a wider range of customers. We are committed to responsible lending practices and sustainable growth, supporting both our dealer network and the financial well-being of our customers.
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Capital Engine™ is a leading global financial firm and investment bank, specializing in private market solutions and headquartered in New York City. We provide innovative capital raising solutions for businesses and investors through our robust retail-focused investment platforms, enterprise advisory arm, and fully compliant broker-dealer services facilitated by our acquisition of Mallory Capital Group. Capital Engine leverages technology and data to streamline capital formation and investment processes, offering a comprehensive suite of services including fundraising, capital markets expertise, and private placements. Our commitment to technological innovation, particularly in areas like SaaS, blockchain, and MaaS, positions us at the forefront of the evolving capital markets landscape. We serve a diverse range of clients, from established corporations to emerging ventures, empowering them to achieve their growth objectives. Capital Engine’s strategic partnerships and extensive network of investors further enhance our ability to deliver exceptional results.
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Vision Capital Partners, LLC is a leading private credit investment firm based in Salt Lake City, Utah, specializing in senior secured first lien debt, mezzanine financing, and other tailored financing solutions for private and public companies. We provide comprehensive advisory services including debt and equity restructuring, bankruptcy and workout strategies, and asset management, supporting businesses through complex financial challenges. With a strong track record in turnaround and DIP financing, alongside real estate and commercial loan expertise, Vision Capital Partners empowers clients to navigate challenging economic landscapes and achieve strategic growth. Founded in 2004, we’ve built a reputation for delivering flexible and creative financing options to businesses across a range of industries.
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First Western Advisors is a leading wealth management firm based in Salt Lake City, Utah, dedicated to providing comprehensive financial planning and investment management services to business owners, corporate executives, and individuals across the United States. With over 40 years of experience, First Western Advisors, affiliated with Raymond James, combines deep financial expertise with a personalized approach to help clients build wealth, plan for retirement, and achieve their long-term goals. The firm distinguishes itself through its commitment to disciplined action, strategic thinking, and strong client relationships. Leveraging the resources of Raymond James, First Western Advisors offers a full suite of services including portfolio management, retirement planning, estate planning, and education planning. The firm’s team of experienced advisors focuses on delivering tailored solutions and fostering trust with clients, ensuring they have the guidance and support needed to navigate the complexities of their financial lives. First Western Advisors’ commitment to intergenerational wealth transfer and behavioral finance further solidifies its position as a trusted partner in securing a prosperous future for its clients and their families. Operating with a dual presence in Holladay and Ogden, Utah, First Western Advisors continues to serve a diverse clientele with a focus on delivering exceptional service and achieving lasting financial success.
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Prineta USA is a nationwide Independent ATM Deployer (IAD) specializing in full-service ATM placements, sales with processing, and customized ATM solutions for businesses of all sizes. Headquartered in Kansas City, Missouri, we provide ATM services to businesses across the United States and Canada. We offer a range of solutions, including fully-managed ATMs with no upfront costs, merchant-loaded partnerships, and ATM purchase options with processing. Prineta USA is committed to making ATM deployment and management easy for our clients, fostering long-term relationships built on trust and service. We are an authorized GenMega and Hyosung master dealer/distributor, providing wholesale pricing for our processing customers. Our extensive network of local cash loaders ensures reliable and efficient cash replenishment, and we offer wireless ATM technology for independent operation. Prineta LLC (d/b/a Prineta USA & Prineta International) is a nationwide ATM services company focused on providing full-service ATM placements and a variety of other ATM services for businesses nationwide in the United States and Canada. Prineta USA Corporate Headquarters Our main office is located in Kansas City at: 7300 W 110th Street, Overland Park, KS 66210
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TOMSCO, LLC is a New York-based financial services company dedicated to empowering individuals to achieve lasting financial freedom. We provide a comprehensive suite of services, including real estate investment management, bookkeeping, tax preparation, and insurance solutions, alongside strategic financial analysis. Our core focus is on reducing debt, building robust investment portfolios, and fostering sustainable income growth. Serving clients across the New York metropolitan area, TOMSCO, LLC combines expert real estate guidance with meticulous financial management, helping people realize their property goals while optimizing their overall financial well-being. With a strong foundation established in 2010, we’ve grown to a team of two professionals, committed to delivering personalized support and strategic financial planning.
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Prentice Wealth Management, LLC is a leading independent fiduciary advisor dedicated to building lifetime financial partnerships for families across New York and beyond. Established in 2008, we provide comprehensive financial planning, investment management, and tax optimization services, alongside specialized expertise in estate planning, eldercare, and business owner strategies. Our team of experienced professionals, boasting over 120 years of combined industry knowledge, prioritizes client relationships and delivers tailored solutions designed to help families achieve their long-term goals with confidence. We differentiate ourselves through our commitment to independence, personalized service, and a collaborative approach, ensuring clients receive unbiased advice and a dedicated partner throughout their financial journey. We’re more than just an investment firm; we’re a trusted resource for navigating life’s significant transitions and preserving wealth for generations to come. We specialize in helping growing families, pre-retirees, individuals in life transitions, entrepreneurs, non-profits, and those planning for eldercare or special needs.
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Clear Path Mortgage is a rapidly expanding direct lender based in Port Saint Lucie, Florida, specializing in providing efficient and accessible mortgage solutions for a diverse range of borrowers. We cater primarily to non-QM loans, jumbo loans, investment property financing, and refinance options, with a particular focus on assisting foreign national investors and those with unique financial situations. Established in 2021, Clear Path Mortgage distinguishes itself through its commitment to lightning-fast turnaround times, competitive pricing, and exceptional customer support, ensuring a smooth and streamlined loan process – even for complex scenarios. With a dedicated team of experienced loan officers, underwriters, and processors, we’re dedicated to simplifying the mortgage journey and empowering our clients to achieve their real estate goals. We’ve quickly gained a reputation for responsiveness and flexibility, making us a trusted partner for borrowers seeking a hassle-free mortgage experience.
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EG Metrics is a Decision Intelligence as a Service company, dedicated to empowering asset managers and plan sponsors with the insights they need to make smarter business decisions. Based in Tacoma, Washington, we transform soft signals into data-driven intelligence, predicting organizational risk and resilience – ultimately safeguarding client capital. Unlike traditional investment analytics firms, EG Metrics focuses on evaluating the organizational factors – culture, controls, and business models – that truly drive investment outcomes. Leveraging AI and 48 proprietary models, we deliver a statistically significant 8–12 month forecast into a fund manager’s ability to deliver, providing a critical edge in a world where performance reports often obscure the underlying strengths and weaknesses of the firms managing investments. Our mission is to revolutionize Decision Intelligence by combining machine learning, behavioral science, and industry expertise to predict hidden organizational risks, prevent failures, and make faster, more defensible decisions. At EG Metrics, we believe that ‘Alpha comes from organizational edge, not just strategy,’ and we’re committed to helping our clients earn trust and reduce risk through smarter decision-making.
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The Loan Factory is a leading mortgage platform based in Silicon Valley, specializing in providing a wide range of loan options to consumers across the United States. We empower borrowers with access to real-time rates and seamless lender comparisons, simplifying the home financing process. Our core service focuses on delivering competitive rates and flexible terms, including conventional, FHA, VA, USDA, and Jumbo loans, alongside specialized options like Bank Statement, DSCR, and Asset-Qualifier loans. With over 230 lenders in our network and a team of 2462 loan officers dedicated to negotiation, The Loan Factory streamlines the mortgage journey, offering quick funding and easy applications. We’ve been recognized as the #1 U.S. loan originator since 2020 and 2021, demonstrating our commitment to exceptional service and competitive rates. We are dedicated to helping individuals and families achieve their homeownership dreams, regardless of their credit history or financial situation.
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CSSI Services is a leading engineering-based tax consulting firm specializing in commercial property and business tax optimization, headquartered in Baton Rouge, Louisiana. Since 2003, we’ve successfully completed over 60,000 studies nationwide, empowering clients to significantly reduce their tax liabilities and enhance cash flow. Our core expertise lies in Cost Segregation, a proven strategy that accelerates depreciation and unlocks immediate capital for property owners, alongside Section 179D tax deductions for energy-efficient buildings and R&D tax credits for businesses investing in innovation. We cater to a diverse clientele, from individual investors to large investment firms, providing tailored solutions backed by rigorous engineering analysis and deep tax expertise. With a perfect record – zero IRS audits – and a commitment to seamless collaboration with CPAs and tax advisors, CSSI Services delivers unparalleled value and peace of mind. We’re dedicated to helping businesses and property owners maximize their tax benefits and achieve their financial goals.
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BusinessQuest is a leading business broker and M&A advisory firm dedicated to facilitating successful business transactions throughout Southern California and the Inland Empire. Since 2006, we’ve expertly guided business owners through the complexities of selling their businesses, providing comprehensive services from initial valuation to final sale. We specialize in connecting businesses for sale with qualified buyers, leveraging our confidential marketing methods and tools to reach a broad, national, and international audience. Our team of experienced professionals supports businesses across a diverse range of industries, including manufacturing, distribution, and service-based operations. We pride ourselves on our commitment to client confidentiality and our proven track record of exceeding expectations, having successfully valued and sold over 100 businesses. BusinessQuest empowers business owners to unlock the full value of their enterprises, providing a seamless and rewarding exit strategy.
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Millburn is a leading quantitative investment manager based in New York and London, with a legacy of over five decades of experience since 1971. We specialize in alternative investment strategies, asset management, and commodity trading, leveraging a data-driven approach to capitalize on inefficiencies in global markets. Our firm combines deep market knowledge—informed by decades of live trading across diverse market cycles—with cutting-edge technology and a commitment to continuous innovation. Millburn’s investment process is fundamentally data-driven, utilizing machine learning frameworks to evaluate markets and improve trade execution. We employ an iterative and adaptive risk management strategy, ensuring robust portfolio construction and minimizing drawdowns across various market environments. Serving a diverse client base, from individuals to global institutions, Millburn delivers sophisticated, non-correlating strategies designed to enhance portfolio resilience. With $12+ billion in assets under management, Millburn remains dedicated to providing superior risk-adjusted returns through a blend of experience, technology, and a forward-looking perspective.
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Beacon of Light Wealth Preservation, Inc. is a trusted family wealth preservation firm based in Rochester, New York, specializing in trustee and executor services, alongside comprehensive trust planning and asset protection strategies. We guide individuals and families in safeguarding their legacies, offering tailored solutions for estate planning, retirement, and investment management. With a legacy of over three decades, we combine deep financial expertise with a personalized approach, ensuring peace of mind for generations to come. Our commitment to proactive, client-focused service, coupled with our experience in Medicaid Trusts and asset protection, distinguishes us as a premier wealth preservation partner. We are dedicated to helping families build and maintain lasting financial security.
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Lenderworks is a performance-driven provider of infrastructure solutions for companies in the mortgage banking industry, specializing in creating powerful and innovative solutions for every client we serve. Combining industry-leading technology, innovative processes, and a team of seasoned mortgage experts, Lenderworks has pioneered the mortgage industry’s first comprehensive, on-demand service platform. We streamline operations, reduce costs, and empower mortgage companies – small to medium in size – to increase service while maintaining complete customer ownership. With a focus on capital markets, compliance, finance & accounting, mortgage technology, and post-production services, Lenderworks delivers a scalable and reliable shared services model, accelerating growth and ensuring long-term success for our clients.
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Allegiant Payment Solutions is a leading merchant services provider based in Sun Lakes, Arizona, specializing in secure payment processing solutions for businesses of all sizes. We empower businesses to accept a wide array of payment types – including Visa, Mastercard, Discover, and American Express – both online and in person, offering competitive rates and world-class customer service. As a registered ISO/MSP with Citizens Bank, N.A., we provide comprehensive solutions encompassing credit card processing, operations consulting, mobile payment processing, and gift/loyalty card programs. Allegiant Payment Solutions is dedicated to streamlining payment acceptance and maximizing efficiency for our clients, backed by 24/7 technical support and a commitment to innovation.
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The Insurance Goddess, Inc. is a dedicated team of insurance professionals based in Fontana, California, specializing in providing comprehensive life, health, and retirement insurance solutions, alongside guidance on establishing living trusts. We cater to individuals, families, and small businesses, offering personalized plans designed to safeguard futures and provide peace of mind. With over a decade of experience, we focus on delivering tailored coverage options, including term and permanent life insurance, health insurance plans (Bronze, Silver, Gold, and Platinum), Medicare assistance for seniors, and retirement planning strategies. Our commitment extends to assisting clients with estate planning through living trusts, ensuring assets are protected and passed on effectively. We pride ourselves on building lasting relationships based on trust and expertise, helping our clients navigate life’s complexities with confidence. We are committed to providing exceptional service and guidance to help you achieve your financial and personal goals.
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Fitzwilliams Financial is a full-service, comprehensive financial services firm dedicated to helping individuals and families in Virginia and Florida secure their dream retirements through holistic, tax-efficient wealth strategies. We specialize in retirement planning, tax planning, insurance planning, and estate planning, offering a personalized approach to meet each client’s unique needs. Leveraging a team of experienced professionals, including a Chartered Financial Analyst, a Tax Firm, and a globally recognized top-performing insurance agency, Fitzwilliams Financial provides a ‘one-stop shop’ for all financial planning requirements. Our Green Light Retirement Process combines concierge-based, fiduciary service with a holistic approach, ensuring clients have a well-thought-out strategy to address their specific financial goals. We are committed to providing peace of mind and empowering our clients to enjoy the retirement they’ve always envisioned.
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Allied Financial Group Inc. is a leading commercial finance firm based in Ontario, California, specializing in providing tailored financing solutions for businesses and real estate developers. For over two decades, we’ve been a trusted partner, offering a comprehensive suite of services including commercial real estate financing, business lines of credit, SBA loans, equipment loans, and asset-based lending. We cater to a diverse range of clients, from those with impeccable credit to those facing IRS or state tax liabilities, delivering flexible financing options – including hard money and bridge loans – to meet their unique needs. Allied Financial Group also provides a dedicated tax resolution department, expertly handling complex tax liens and liabilities. Our commitment to ethical standards and a proven track record of success make us the ideal choice for your funding requirements.
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Wealth Management Group-LLC. is a Birmingham, Alabama-based financial advisory firm dedicated to helping individuals and business owners achieve their long-term financial goals. We provide comprehensive wealth management services, including asset management, retirement planning, and financial planning, tailored to each client’s unique needs and life stage. Leveraging a strong local presence and a strategic partnership with Securian Financial Services, Inc., we offer access to a wide range of quality financial products and personalized service. Our commitment is to build lasting relationships based on trust and expertise, guiding our clients through every step of their financial journey – from college planning to retirement security. With over 135 years of experience backing our firm, we combine local community ties with the resources of a larger organization, ensuring our clients receive the best possible support.
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Capitalize Wealth Management, LLC is a Boston-based wealth management firm specializing in alternative investments to help high-net-worth individuals and businesses strategically defer and mitigate tax liabilities. We focus on providing tailored financial planning and investment solutions, including 1031 exchanges, Opportunity Zone Funds, and oil and gas investments, alongside traditional investment strategies. Our approach centers on understanding each client’s unique goals and life purpose, enabling us to integrate lower-volatility alternative investments into portfolios for long-term success. We assist clients with complex tax situations, such as capital gains tax reduction and income tax liability management, while prioritizing a holistic approach to financial well-being. Founded in 2025, Capitalize Wealth Management is dedicated to helping investors achieve their financial objectives and live fulfilling lives.
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Solea Energy is a proprietary trading firm specializing in congestion risk and market efficiency within organized wholesale power markets. Operating across key ISOs/RTOs like PJM, CAISO, MISO, ERCOT, NYISO, and ISO-NE, we leverage a disciplined, data-driven approach to congestion forecasting and trading. Our core expertise lies in virtual trading, arbitrage, and FTR trading – optimizing portfolios of transmission rights to manage congestion costs and capitalize on forward congestion expectations. We also provide sophisticated algorithmic trading strategies. Solea Energy recruits quantitative professionals with strong analytical backgrounds to solve complex challenges in the electricity market, focusing on power systems engineering, operations research, and risk management.
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Idaho United Credit Union is a trusted financial partner serving the communities of Boise and Meridian, Idaho. As a credit union, we specialize in providing comprehensive financial solutions to our growing membership, including a full suite of loans – from mortgages and auto loans to RV and land financing – alongside essential banking services like checking and savings accounts. With a focus on personalized service and a "small town" approach, Idaho United Credit Union helps individuals and families achieve their financial goals. Established in 1978, we’ve grown to two convenient branches, offering convenient access to financial expertise and support. We are committed to building strong relationships with our members and contributing to the economic well-being of Idaho.
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Sciens Water is a leading institutional asset manager specializing in investments exclusively within critical U.S. water infrastructure. Based in New York and London, Sciens Water focuses on providing long-term capital and strategic development to water utilities, transmission & distribution networks, recycling and reuse facilities, and digital infrastructure solutions. Building on Sciens Capital Management’s three decades of experience in complex, undercapitalized markets, Sciens Water applies proprietary research, deep industry engagement, and an integrated ecosystem to invest across the entire water value chain. With a commitment to sustainability and a proven track record, Sciens Water is dedicated to addressing critical water challenges and creating lasting value for its investors and the communities it serves. The firm has invested over $1.4 billion in water infrastructure to date, contributing to the conservation of 2B+ gallons of water and the provision of safely-managed water services to approximately 11.8 million people, while creating over 9,000 jobs.
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Leavell Investments is an independent investment advisor based in Alabama, dedicated to providing trusted, long-term financial guidance to individuals, families, and institutions since 1979. We specialize in legacy planning, retirement strategies, and portfolio construction, helping clients build and preserve wealth through a disciplined, relationship-driven approach. As a 100% employee-owned firm, Leavell prioritizes longevity and generational diversity, ensuring a seamless transition to future leadership and a commitment to our clients’ enduring goals. Our fee-only structure, combined with our experienced team, allows us to focus solely on your best interests, offering personalized attention and proactive investment management. We are committed to community involvement and supporting the organizations that matter most to us.
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Capital South Wealth Management, LLC is a Baton Rouge, Louisiana-based Registered Investment Advisor dedicated to providing comprehensive financial planning and wealth management services to individuals navigating significant life transitions, such as divorce, death, retirement, and those with special needs. We operate on the Platinum Rule – treating every client as they would like to be treated – and are committed to fostering long-term partnerships built on loyalty, transparency, and unwavering service. Our core principles – including upholding the fiduciary standard, maintaining continuous knowledge, and aligning our interests with those of our clients – guide every decision we make. As a team of experienced CFP® professionals, we offer a range of services including portfolio management, insurance planning, trust services, and concierge wealth management, all designed to help you achieve your financial goals with confidence. We treat your capital as if it were our own, providing diligent investment strategies and personalized guidance tailored to your unique circumstances.
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Professional Credit is a leading accounts receivable management and revenue cycle solutions provider based in the Pacific Northwest, specializing in debt collection and early-out services for healthcare, government, and financial institutions. Since 1933, we’ve combined a consumer-centric approach with cutting-edge technology and science to deliver superior results for our clients, exceeding industry averages and fostering positive consumer relationships. We operate with a dedicated team of experts, offering comprehensive training, staffing support, and consultation services, all underpinned by a commitment to quality assurance and continuous improvement. Professional’s unique methodology, blending innovative technology with compassionate service, ensures a seamless and effective recovery process, while maintaining the highest standards of compliance and security.
Financial Services
Finance
The Patten Group (TPG) is a Chattanooga, Tennessee-based investment firm dedicated to providing premier wealth management and investment advisory services to a diverse clientele. Established in 2014, we leverage state-of-the-art technology and experienced professionals to deliver tailored financial strategies. We specialize in helping individuals and families achieve their long-term financial goals through comprehensive investment solutions, retirement planning, and estate planning. Our commitment to client success is rooted in building strong, lasting relationships based on trust and transparency. We focus on delivering personalized service and guidance, ensuring our clients feel confident and secure in their financial future. We are a trusted partner for those seeking expert financial advice and strategic investment management within the broader financial services landscape.
Financial Services
Finance
National Aircraft Finance Company (NAFCO) is a leading provider of domestic aircraft financing solutions for individuals and corporations across the United States. With over thirty years of experience, we specialize in funding a wide range of aircraft, including piston, turboprop, jet, vintage, and experimental models. As one of the few aviation lenders capable of financing owner-flown aircraft, we offer competitive rates and a streamlined financing process. We also provide upgrade and overhaul financing, partnering with our clients every step of the way to ensure a swift and efficient closing. Backed by Lake Michigan Credit Union, a financially strong institution, NAFCO delivers trusted aviation lending expertise and a commitment to helping pilots achieve their flying goals. We’ve financed over $1.1 billion in aircraft loans since 1994, solidifying our position as a reliable and experienced partner in the general aviation community.
Financial Services
Finance
Stewardship Concepts Financial Services is a Spokane, Washington-based partnership dedicated to helping over-50 retirees with $1 million or more in a 401(k) maximize their retirement income through strategic Roth conversions and tax-efficient investment management. Since 1998, we’ve provided fee-only, fiduciary financial planning and investment management services to Spokane residents, leveraging the expertise of our three CFP® professionals – Noah Schwab, Amy Drury, and Edwin Hill – to guide clients through complex retirement decisions. We specialize in simplifying the often-confusing landscape of 401(k)s, Roth conversions, Social Security optimization, and income planning, ensuring a secure and fulfilling retirement. Our commitment to transparency and client-focused advice, combined with our local team’s deep understanding of the Spokane market, makes us a trusted partner for retirees seeking clarity and confidence in their financial future.
Financial Services
Finance
Nationwide Equipment Finance is a leading provider of equipment financing solutions for businesses across Florida and beyond. We specialize in delivering fast approvals and flexible terms for a wide range of assets, including trucks, trailers, tractors, and heavy equipment. Our tailored financing programs support growth and operational needs for companies in construction, manufacturing, and various other sectors. With over 40 lenders and a focus on lines of credit and working capital loans, we empower businesses of all sizes to acquire the equipment they need to thrive. Based in Fort Lauderdale, Florida, we offer expert guidance and a streamlined application process to ensure a hassle-free financing experience.
Financial Services
Finance
Gaines Capital Books provides clarity-focused CFO services specifically for rapidly scaling ecommerce and online service businesses. Based in Spokane, Washington, we help founders, operators, and Visionaries move beyond reactive financial decisions and into strategic growth. Our fractional CFO support encompasses cash flow planning, profit forecasting, quarterly financial reviews aligned with EOS®, and clean, consistent financial reporting. We streamline your numbers, sync your systems, and deliver financial insights to empower smarter business decisions. We specialize in financial diagnostics, operational efficiency, and revenue optimization, ensuring your business is positioned for sustainable success.
Financial Services
Finance
Mid American Credit Union is a not-for-profit, full-service financial institution proudly serving communities throughout the Midwest. Established in 1936, we provide a secure and reliable financial solution for building stability and supporting member futures. As a member-owned and operated credit union, we prioritize the financial well-being of our members, offering a comprehensive suite of services including personal banking, lending, and investment options. We specialize in providing tailored financial solutions for individuals and businesses, fostering strong relationships built on trust and mutual benefit. With a network of convenient branch locations and a commitment to exceptional customer service, Mid American Credit Union is dedicated to empowering our members to achieve their financial goals. We operate with a focus on community engagement and financial literacy, promoting responsible financial practices and supporting local economic growth. Our Kansas roots combined with a nationwide reach make us a trusted partner for financial success.
Financial Services
Finance
Company Name | Location | Category | Employees | Website |
|---|---|---|---|---|
Chattanooga, United States (US) | Finance and Banking Finance and Banking | 2-10 | http://www.gillmanbagley.com | |
Ontario, United States (US) | Finance and Banking Finance and Banking | 2-10 | https://jadefields.com | |
Oxford, United States (US) | Finance and Banking Finance and Banking | 50-100 | http://www.upstreamlife.us | |
Boise, United States (US) | Finance and Banking Finance and Banking | 10-20 | http://www.ancoratocapital.com | |
Port St Lucie, United States (US) | Finance and Banking Finance and Banking | 10-20 | http://www.unifiedmtg.com | |
Kirkland, United States (US) | Finance and Banking Finance and Banking | 10-20 | https://www.lsicreditsolutions.com/ | |
Santa Rosa, United States (US) | Finance and Banking Finance and Banking | 2-10 | http://www.swadwealth.com | |
Birmingham, United States (US) | Finance and Banking Finance and Banking | 2-10 | https://www.afslife.com/ | |
Fort Lauderdale, United States (US) | Finance and Banking Finance and Banking | 10-20 | https://freedomfundinggroup.org/ | |
Birmingham, United States (US) | Finance and Banking Finance and Banking | 50-100 | https://www.legacycreditunion.com | |
Knoxville, United States (US) | Finance and Banking Finance and Banking | 2-10 | http://www.ppwmtn.com | |
Huntsville, United States (US) | Finance and Banking Finance and Banking | 20-30 | https://twickenhamadvisors.com/ | |
Bend, United States (US) | Finance and Banking Finance and Banking | 10-20 | http://www.ofcmortgage.com | |
Concord, United States (US) | Finance and Banking Finance and Banking | 50-100 | http://www.toyonassociates.com | |
Grand Rapids, United States (US) | Finance and Banking Finance and Banking | 2-10 | http://www.streamsongadvisors.com | |
Ft. Lauderdale, United States (US) | Finance and Banking Finance and Banking | 30-50 | http://www.ccminvests.com | |
Montgomery, United States (US) | Finance and Banking Finance and Banking | 100-150 | http://www.alabamaagcredit.com | |
Birmingham, United States (US) | Finance and Banking Finance and Banking | 10-20 | http://www.heritageautocredit.com | |
New York, United States (US) | Finance and Banking Finance and Banking | 10-20 | https://capitalengine.io/?utm_source=Social&utm_medium=linkedin&utm_campaign=button | |
Salt Lake City, United States (US) | Finance and Banking Finance and Banking | 2-10 | http://www.vcpfunding.com | |
Holladay, United States (US) | Finance and Banking Finance and Banking | 20-30 | http://www.fwainvest.com | |
Overland Park, United States (US) | Finance and Banking Finance and Banking | 10-20 | https://prineta.com | |
Yonkers, United States (US) | Finance and Banking Finance and Banking | 10-20 | http://www.tomsco.us | |
Rochester, United States (US) | Finance and Banking Finance and Banking | 10-20 | https://www.prenticewealth.com | |
Port St Lucie, United States (US) | Finance and Banking Finance and Banking | 10-20 | https://www.clearpathmortgage.com/ | |
Tacoma, United States (US) | Finance and Banking Finance and Banking | 2-10 | http://EGMetrics.com | |
Sioux Falls, United States (US) | Finance and Banking Finance and Banking | 2-10 | http://www.theloanfactory.com | |
Baton Rouge, United States (US) | Finance and Banking Finance and Banking | 150-200 | https://cssiservices.com | |
Rancho Cucamonga, United States (US) | Finance and Banking Finance and Banking | 2-10 | http://www.BusinessQuestBrokers.com | |
New York, United States (US) | Finance and Banking Finance and Banking | 50-100 | http://www.millburn.com | |
Rochester, United States (US) | Finance and Banking Finance and Banking | 2-10 | http://www.gregoryschaffer.com | |
Fairfax, United States (US) | Finance and Banking Finance and Banking | 50-100 | http://www.lenderworks.net | |
Sun Lakes, United States (US) | Finance and Banking Finance and Banking | 2-10 | http://www.theapsolution.com | |
Fontana, United States (US) | Finance and Banking Finance and Banking | 2-10 | https://www.theinsurancegoddessinc.com | |
Chesapeake, United States (US) | Finance and Banking Finance and Banking | 10-20 | http://www.fitzwilliamsfinancial.com | |
Ontario, United States (US) | Finance and Banking Finance and Banking | 2-10 | http://alliedfinancialgroupinc.net/ | |
Birmingham, United States (US) | Finance and Banking Finance and Banking | 2-10 | http://www.wmgadvisers.net | |
Boston, United States (US) | Finance and Banking Finance and Banking | 2-10 | http://www.capitalizewealth.com | |
Overland Park, United States (US) | Finance and Banking Finance and Banking | 50-100 | http://www.soleaenergy.com/ | |
Meridian, United States (US) | Finance and Banking Finance and Banking | 20-30 | http://idahounited.org | |
New York, United States (US) | Finance and Banking Finance and Banking | 50-100 | http://www.sciensam.com | |
Mobile, United States (US) | Finance and Banking Finance and Banking | 30-50 | http://www.leavellinvestments.com | |
Baton Rouge, United States (US) | Finance and Banking Finance and Banking | 2-10 | http://www.capitalsouthwm.com/ | |
Vancouver, United States (US) | Finance and Banking Finance and Banking | 150-200 | http://www.professionalcredit.com | |
Chattanooga, United States (US) | Finance and Banking Finance and Banking | 2-10 | http://www.360patten.com | |
Tampa, United States (US) | Finance and Banking Finance and Banking | 2-10 | http://www.airloans.com | |
Spokane, United States (US) | Finance and Banking Finance and Banking | 2-10 | https://scfinancials.com/ | |
Fort Lauderdale, United States (US) | Finance and Banking Finance and Banking | 10-20 | https://www.nefnow.com/ | |
Spokane, United States (US) | Finance and Banking Finance and Banking | 2-10 | http://www.gainescapitalbooks.com | |
Wichita, United States (US) | Finance and Banking Finance and Banking | 50-100 | http://www.midamerican.coop |
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Frequently asked questions
Updated 23 October 2026
What is Enterprise League?
Enterprise League is a free business directory that helps buyers find the right company by sector and country. Every company has a profile showing what it does, what it offers and how to get in touch.
Is it free to list my company?
Yes, and it stays free: no card, no paid tier. Your profile appears in search results and category pages, can show up to 20 products and services, and lets buyers message you or ask for a quote.
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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.