Finance Companies in United States (US)

Legacy Trust GR is a Grand Rapids, Michigan-based wealth management and trust services firm dedicated to preserving and growing wealth for generations. We specialize in investment management, trustee services, wealth planning, and family office solutions, serving business owners, corporate executives, retirees, and multi-generational families. Our commitment to client-focused, collaborative service, combined with our local expertise, ensures a lasting legacy for our clients. We remain entirely independent, prioritizing objective decision-making and a deep understanding of your unique aspirations.

At Legacy Trust, we believe in a personalized approach, listening to your perspectives and ambitions to provide more than just answers – we offer solutions for life. We partner with you through business transitions, retirement planning, and estate strategies, offering a comprehensive suite of services tailored to your specific needs. Our team of experts, including specialists in corporate compensation and special needs trust administration, provides the support you deserve.

Investment Management, Trustee Services, and Family Office Services are at the core of our offerings. We are proud to be recognized as one of the Best and Brightest Companies to Work For®, reflecting our dedication to exceptional human resource practices and a positive employee culture.

Pelican Advisory Group is a comprehensive risk & financial management firm located in Baton Rouge, LA. Established in 1991, we are an experienced team of specialists dedicated to providing a strategic blend of cutting-edge insurance and risk management strategies, investment and wealth management, personal and business planning, and other proprietary processes. We serve high-net-worth families and businesses seeking comprehensive financial guidance and legacy protection. Our independent approach allows us to offer objective, non-biased advice, and we focus on building long-term relationships with our clients. Pelican’s mission is to be a comprehensive resource for insurance and financial planning needs for our partners and their clients.

We are a consulting agency by properly training our partners we bring their clients the most success in key areas such as estate planning, executive compensation, and taxed-leveraged strategies for affluent clients. Pelican Advisory Group offers producers an opportunity to have such competencies, expertise, and integrity at their fingertips.

As with any boutique shop, Pelican is not looking for just any producer. We want only the best and brightest to continue the outstanding reputation of our firm. If you are a client, seeking the best and brightest advice, our group has the producers to deliver just that.

ABC Processing Inc is a leading Credit Card Merchant Services provider based in Santa Clarita, California. We specialize in providing American Bank Card Processing solutions to businesses nationwide, offering the lowest processing rates and state-of-the-art hardware and software. Our mission is to simplify payment processing for small and medium-sized businesses, enabling them to focus on growth. We handle Visa and Mastercard transactions with a commitment to security and efficiency. We’ve been recognized as a top business in the region for two consecutive years, demonstrating our dedication to excellence and customer satisfaction.

At ABC Processing, we understand the challenges faced by businesses navigating the complexities of payment processing. We provide a comprehensive suite of services, including POS systems, Mobil Processing Units, and robust fraud prevention tools. We’re dedicated to providing a seamless and secure payment experience for both merchants and customers.

Fraud prevention is a cornerstone of our service. We offer links to Visa’s risk management protocols and resources to help merchants mitigate potential fraud. We prioritize the security of our clients’ transactions and provide ongoing support to ensure a safe and reliable payment environment.

Bridge Financial Planning is a fee-only financial planning and investing firm based in Chattanooga, Tennessee. We specialize in providing comprehensive guidance to professionals, business owners, and those nearing retirement, helping them bridge the gap between their current financial situation and their long-term goals. We understand the unique challenges faced by busy individuals and prioritize building personalized plans that align with their individual needs. Our commitment to independence, transparency, and client-first service ensures you receive unbiased advice and a truly collaborative approach. Fee-Only, CFP, and Independent are core to our philosophy.

As an independent firm, we are accountable to our clients and only paid by them, eliminating conflicts of interest and ensuring we prioritize your best interests. We offer a no-compromise approach to financial planning and investment management, focusing on the fundamentals of good planning to help you achieve your financial aspirations.

We work with clients across the country, from West Coast to East Coast, and are dedicated to helping you build a secure and fulfilling financial future.

OneCom is a leading provider of white-label payment solutions, specializing in serving underserved populations and markets across the United States. We design and develop innovative GPR Debit Programs, Payroll Cards, and Corporate Expense Cards, leveraging our proprietary Blu Box™ technology platform to deliver fast, customizable payment solutions.

Our expertise in digital payments, government benefit cards, and on-demand pay enables us to address critical financial needs where traditional banking options are limited. Cardplatforms, founded in 2010, now operates from its headquarters in Salt Lake City, Utah, and Boca Raton, Florida, supporting partners with secure and convenient payment experiences.

Allocation.Space is a London-based financial infrastructure provider specializing in the rapidly growing orbital economy. We develop regulated over-the-counter (OTC) capabilities for orbital derivatives, creating sophisticated instruments that work alongside insurance to make the space sector resilient and investable. Our core offerings include Space Weather Options & Swaps, designed to mitigate risks from geomagnetic events, and Launch Risk Products to address critical exposures across mission profiles. We’re establishing London as the global center for space risk transfer, supporting institutional investors and satellite operators alike. FCA regulation and trusted public data sources underpin our operations.

Allocation.Space is building a new class of financial instrument for an economy that’s already here. We enable liquid OTC markets where capital efficiently prices the final frontier while supporting critical infrastructure. We serve (Re)insurers, satellite operators & asset managers, and institutional investors.

As an Appointed Representative of Vittoria and Partners LLP (FRN 709710), we are authorized and regulated by the Financial Conduct Authority.

SLI is a Washington, D.C.-based aerospace leasing platform, specializing in flexible capital solutions for the rapidly evolving aviation and space industries. We empower manufacturers and operators to scale their operations by unlocking access to critical assets, including satellites, ground stations, and next-generation aircraft. As a wholly owned subsidiary of Libra Group, we leverage 20+ years of aerospace asset financing expertise and a $11+ billion track record in commercial jet and helicopter transactions. Our goal is to facilitate the creation of an integrated global aerospace economy. We offer sale & leaseback agreements, asset finance for scaling, and as-a-service models, supporting the deployment of innovative technologies like electric vertical take-off and landing (eVTOL) craft and autonomous cargo-carrying drones. We are currently expanding our portfolio with assets such as two AscendArc satellites valued at over $200 million and 40 Chaparral VTOL aircraft.

At SLI, we power the aerospace economy by unlocking the capital that manufacturers and operators need to scale. We believe the aerospace economy is more than just aircraft, spacecraft, antennas and satellites – it’s the infrastructure behind global connectivity, economic growth, national security, and scientific advancement. Our mission is to facilitate the sector’s growth by delivering innovative, flexible asset financing solutions for the aviation and space industries.

Our Services include Sale & leaseback, Asset finance for scaling, and As-a-Service Models.

Wilshire is a leading global financial services firm and trusted partner to approximately 500 leading institutional investors and financial intermediaries. Our clients rely on us to improve investment outcomes for a better future. Wilshire is headquartered in the United States with offices worldwide.

We provide innovative investment advisory services and solutions, advanced financial analytics and market-leading indexes backed by time-tested quantitative and qualitative insights. We build enduring relationships with clients through trust and a shared purpose to improve investment outcomes for a better future.

Wilshire offers a comprehensive suite of services including Alternative assets, Indexes, Investment consulting, Investment database, Managed portfolios, Mutual funds, OCIO services, Optimization solutions, and Retirement solutions. We are committed to delivering superior market knowledge and helping our clients achieve their financial goals.

Credit Capital is a leading global lender providing business loans, working capital solutions, and equity financing to businesses across the U.S., U.K., and China. We empower companies to achieve their growth objectives with flexible financing options. Our focus is on delivering tailored financial solutions to entrepreneurs and established businesses alike. We specialize in commercial lending, business lines of credit, and invoice factoring, helping clients manage cash flow and fuel expansion. Founded in 2000, Credit Capital has a proven track record of supporting businesses of all sizes.

We serve a diverse range of industries, including technology, manufacturing, and retail, offering customized financing strategies to meet their unique needs. Our team of experienced professionals works closely with clients to understand their specific requirements and provide expert guidance. We are committed to building long-term relationships based on trust and mutual success.

What differentiates Credit Capital is our commitment to personalized service and flexible financing terms. We offer competitive rates and streamlined application processes, making it easy for businesses to access the capital they need. We pride ourselves on our responsiveness and dedication to client satisfaction.

EXF Financial Data Solutions is a leading provider of cloud-native, AI-driven data management solutions for investment management firms, based in New York City. We help investment firms modernize their data infrastructure, automate workflows, and gain deeper insights from their data. Our platform streamlines the entire investment data lifecycle, from investment decisions to settlement and clearing, ensuring accuracy and efficiency. We leverage GenAI and smart metadata to deliver a truly intelligent and affordable data management experience. We’re a wholly owned subsidiary of Exafluence, dedicated to providing the Buy-Side with a modern investment data platform.

EXF Financial Data Solutions serves asset managers, traders, and middle-office staff who need reliable, validated data to make informed investment decisions and execute trades effectively. We address critical challenges like data integration, system modernization, and regulatory compliance.

What sets EXF apart is our commitment to automation and AI. Our platform utilizes a next-generation data management model, eliminating the need for expensive, restrictive licenses and reducing data wrangling. We offer data & systems integration, application modernization, and advanced analytics, all powered by AI and GenAI.

Strategic Insight Research is a global business intelligence firm specializing in mutual fund research and data, with a strong presence in London. For over 25 years, we’ve empowered investment management companies, distributors, and financial institutions worldwide with the critical insights they need to succeed. We provide comprehensive data solutions, including Simfund, Simfund VA, Simfund SV, and Simfund Global, alongside specialized research and consulting services.

Our commitment to accuracy and unbiased analysis makes us a trusted partner in the complex world of asset management. Strategic Insight’s parent company, Asset International, delivers cutting-edge data and marketing programs to mutual fund companies globally. We help our clients navigate market trends and make informed decisions, strengthening the entire industry.

Merchant Service Group LLC is a US-based payment processing company providing cutting-edge payment technologies for businesses of all sizes. Established in 2003, we specialize in delivering comprehensive electronic payment solutions, including merchant accounts, POS systems, and data analytics tools. Our multilingual support team, fluent in over a dozen languages, ensures seamless communication and a comfortable experience for our clients. We partner with Woodforest National Bank and leading industry players like First Data and TSYS to offer a robust and adaptable platform. Merchant Service Group LLC is dedicated to fostering long-term partnerships and understanding the unique needs of each business.

We’ve processed billions of dollars in credit card transactions over the past decade, serving a diverse range of merchants – from brick-and-mortar stores to online businesses. Our proprietary gateway and experienced management team provide a competitive edge in the marketplace. We pride ourselves on offering customized solutions that integrate seamlessly with your existing infrastructure.

Our key differentiators include our multilingual support, a wide range of platform options, and a commitment to understanding the language of business. We offer a better payment processing experience, built on a foundation of trust and expertise.

ClearPath Wealth Strategies is a Frisco, Texas-based financial services firm specializing in retirement planning, 401(k) rollovers, and financial guidance for career transitions. We partner with individuals and businesses to create tailored financial solutions, offering services like investment strategies, long-term care solutions, and lifetime income strategies. Alongside our financial services, we proudly present the "Who Ya Know Show," a top 2% global career podcast.

Our team, led by Trevor Houston and Mark Elder, comprises licensed financial professionals dedicated to helping you navigate your career and business to financial freedom. We focus on serving job seekers and individuals facing career transitions, providing clarity and control over their financial future. What sets us apart is our commitment to simplifying the complexities of retirement planning and offering personalized strategies tailored to your unique needs.

We’re not just about investments; we’re about empowering you to build a secure and fulfilling future.

Local Black Marketplace is a Detroit-based online directory connecting entrepreneurs and consumers to a global community of Black-owned businesses. We empower Black excellence and drive financial opportunity within underserved communities. Our platform provides a centralized hub for discovering and supporting Black-owned brands across various sectors, including real estate investments, general contractors, and small businesses.

We’re focused on fostering generational wealth and creating a supportive ecosystem for Black entrepreneurs. Local Black Marketplace is a key resource for individuals seeking to invest in and support Black-owned ventures, and for Black business owners looking to expand their reach.

Archwell Solutions is a leading wholesale distributor of technology and services, based in Fort Lauderdale, Florida, specializing in supporting the mortgage industry. We empower small to mid-size lenders with streamlined access to essential products and solutions, including mortgage technology, staffing, and outsourcing. Archwell’s mission is to alleviate the complexities of vendor management, enabling lenders to focus on growth and customer satisfaction. We leverage strategic partnerships and a dedicated team to deliver consistent demand and significant cost savings. Our commitment is to build a robust portfolio of companies, providing a comprehensive ecosystem for the evolving needs of the mortgage and finance sector.

Archwell Solutions acts as a crucial link between lenders and technology providers, aggregating demand and securing volume discounts. We offer a curated selection of products and services, including digital transformation solutions, customer experience enhancements, and modern technology integrations. Our expertise extends to navigating complex compliance and regulatory requirements, ensuring our clients remain competitive and compliant. We’re dedicated to helping mortgage companies overcome key barriers to growth – talent acquisition, process optimization, and technology adoption.

Key differentiators include our comprehensive portfolio of companies – Harrison National Employment Recruiting, Moder Outsourcing, Xpanse, Nestor Solutions, and Archwell Solutions Corporate Vendor Management Essentials – providing a one-stop shop for critical business needs. We combine strategic sourcing, technology expertise, and dedicated support to drive profitability and growth for our clients. Archwell Solutions is committed to innovation and building a strong, sustainable future for the mortgage industry.

CAPITAL Services is a leading payment portfolio management and servicing company based in Sioux Falls, South Dakota. For over two decades, we’ve been dedicated to building profitable payment programs for our clients, offering comprehensive solutions including portfolio analytics, financial modeling, and compliance services. As a family-owned business since 1998, we prioritize strong relationships with our community and clients. We specialize in asset origination, portfolio management, and managed services, helping financial institutions maximize their credit card portfolios.

Our team of data scientists and analysts leverage proprietary scorecards to deliver profitable portfolios, while our marketing and finance teams work together to build successful acquisition strategies. We’re committed to continuous improvement and innovation in the payments industry.

ViPR℠, our visibility into account-level profitability, is a key differentiator. We also provide customer care, fraud services, technology processing & security, and regulatory landscape support. CAPITAL Services is a trusted partner for financial institutions seeking to grow and manage their credit card assets.

Credit Card Warrior Consulting, INC is a Modesto, California-based merchant services consulting firm specializing in credit card processing solutions for a diverse range of businesses. We help businesses like restaurants, HVAC companies, and automotive businesses streamline their payment acceptance, reduce costs, and increase profitability. Our approach centers on building long-term relationships with clients, providing personalized support, and leveraging our expertise to secure the best possible processing options from top infrastructure companies. We’re dedicated to simplifying the complexities of payment processing, allowing our clients to focus on growing their core businesses.

We offer a comprehensive suite of services, including contactless processing, cash discount programs, virtual terminals, and mobile payment solutions. We’re committed to transparency and eliminating hidden fees, ensuring our clients receive straightforward and predictable processing costs. Our core service is helping businesses optimize their payment infrastructure, leading to increased efficiency and revenue.

Since 2022, Credit Card Warrior Consulting has been dedicated to providing exceptional merchant services and support. We’ve built a reputation for trust and reliability, driven by a passion for helping businesses thrive. We partner with leading payment processors to deliver competitive rates and unparalleled service.

Supreme Capital Funding is a financial advisory firm based in Fontana, California, specializing in business loans, personal loans, and tax services for individuals and businesses.

We provide tailored financial solutions, including strategic capital for business expansion, asset-based mortgage programs for investment properties, and comprehensive tax preparation services. Our goal is to empower clients to achieve financial clarity and build a secure future.

At Supreme Capital Funding, we prioritize discretion, technical precision, and personalized service. We offer a three-step advisory process: rigorous evaluation, tailored strategy development, and seamless execution, ensuring long-term legacy building and peace of mind. We also proudly support emerging artists through our partnership with "Upcoming The Real MVP".

800CreditNow is a Birmingham, Alabama-based credit restoration service specializing in helping individuals and businesses improve their credit scores. We provide comprehensive solutions, including credit repair, credit boosting trade lines, and debt discharge, empowering clients to achieve financial stability and unlock opportunities like homeownership and business loans. Our methodical approach combines expert knowledge with a customer-focused strategy, delivering lasting credit improvement and peace of mind. We are dedicated to providing equal access to debt and credit reduction, transforming financial futures.

At 800CreditNow, we understand the challenges of a damaged credit history. We offer a range of services, including a Do-it-yourself Credit Repair Program, 0 Credit Sweep, and 0 Credit Report Repair, alongside personalized support to guide clients through the process. We also specialize in assisting with auto purchases, business loans, and student loan restructuring, providing tailored solutions to meet individual needs.

800CreditNow is a market leader in the credit repair industry, recognized for our free consultations and fast turnaround times. We pride ourselves on our efficient organization and commitment to customer satisfaction, offering a stress-free and rewarding experience. Our team of credit experts is dedicated to helping you achieve your financial goals.