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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M & M Wealth Management is a St. Petersburg, Florida-based Registered Investment Advisor (RIA) specializing in comprehensive financial planning and wealth management solutions.
We take a holistic approach to client relationships, recognizing that every individual’s financial journey is unique. Our team, led by CFP® and CRPC® professionals Eric Marvin and Guiseppi Morabito, leverages over 40 years of combined experience from prominent firms like Merrill Lynch and MetLife to deliver tailored strategies.
Unlike many firms, we operate as an independent RIA, allowing us to offer a wide range of investment options – including stocks, bonds, ETFs, model portfolios, and alternative investments – all focused on serving your best interests. We also integrate modern technology, such as video conferencing, to provide convenient and efficient service.
With a commitment to transparency and personalized guidance, M&M Wealth Management helps clients achieve their financial goals, from retirement planning to estate management.
We take a holistic approach to client relationships, recognizing that every individual’s financial journey is unique. Our team, led by CFP® and CRPC® professionals Eric Marvin and Guiseppi Morabito, leverages over 40 years of combined experience from prominent firms like Merrill Lynch and MetLife to deliver tailored strategies.
Unlike many firms, we operate as an independent RIA, allowing us to offer a wide range of investment options – including stocks, bonds, ETFs, model portfolios, and alternative investments – all focused on serving your best interests. We also integrate modern technology, such as video conferencing, to provide convenient and efficient service.
With a commitment to transparency and personalized guidance, M&M Wealth Management helps clients achieve their financial goals, from retirement planning to estate management.
Financial Services
Finance
Newfound Research is a quantitative investment manager based in St. Petersburg, Florida, specializing in return stacked® strategies for ETFs and mutual funds.
We help investors proactively unlock the benefits of diversification through Return Stacking(TM). Our mission is to provide capital efficient solutions that allow investors to implement these concepts, offering a pathway to enhanced returns and improved diversification.
What sets Newfound Research apart is our pioneering research, product design, and portfolio construction focused on making Return Stacking accessible to a wider range of investors – from small institutions to individual investors. We’re dedicated to transforming risk, not destroying it, and providing a unique approach to portfolio management.
Founded in 2008, Newfound Research has grown to a team of 5 professionals, leveraging decades of institutional experience to deliver innovative investment solutions.
We help investors proactively unlock the benefits of diversification through Return Stacking(TM). Our mission is to provide capital efficient solutions that allow investors to implement these concepts, offering a pathway to enhanced returns and improved diversification.
What sets Newfound Research apart is our pioneering research, product design, and portfolio construction focused on making Return Stacking accessible to a wider range of investors – from small institutions to individual investors. We’re dedicated to transforming risk, not destroying it, and providing a unique approach to portfolio management.
Founded in 2008, Newfound Research has grown to a team of 5 professionals, leveraging decades of institutional experience to deliver innovative investment solutions.
Financial Services
Finance
Fundwise Capital is a Provo, Utah-based financial technology company specializing in connecting entrepreneurs with the best funding options.
We empower startups, small business owners, real estate investors, and individuals to secure the capital they need to achieve their business goals. Our mission is to provide transparent access to unsecured lines of credit, unsecured term loans, and traditional bank lines of credit, alongside free money through our innovative Money Stacker program.
Fundwise Capital distinguishes itself through its AI-powered matching system, which instantly connects users with lenders based on their unique profiles and eligibility. We also offer a comprehensive suite of tax credit recovery services, helping businesses reclaim unclaimed funds. We’ve already helped secure over $150 million in funding for clients and are growing rapidly.
With a nationwide network of lending partners and a commitment to simplifying the funding process, Fundwise Capital is revolutionizing how entrepreneurs access capital.
We empower startups, small business owners, real estate investors, and individuals to secure the capital they need to achieve their business goals. Our mission is to provide transparent access to unsecured lines of credit, unsecured term loans, and traditional bank lines of credit, alongside free money through our innovative Money Stacker program.
Fundwise Capital distinguishes itself through its AI-powered matching system, which instantly connects users with lenders based on their unique profiles and eligibility. We also offer a comprehensive suite of tax credit recovery services, helping businesses reclaim unclaimed funds. We’ve already helped secure over $150 million in funding for clients and are growing rapidly.
With a nationwide network of lending partners and a commitment to simplifying the funding process, Fundwise Capital is revolutionizing how entrepreneurs access capital.
Financial Services
Finance
NBI Financial Group LLC is a leading mortgage solutions provider based in Charlotte, North Carolina, specializing in navigating complex transactions for self-employed borrowers and high-balance deals.
We connect clients with a diverse network of top 10 wholesale lenders, offering unparalleled access to competitive rates and closing costs. Our team leverages 15+ years of combined underwriting expertise, particularly in non-QM and jumbo loans, to secure financing for even the most challenging transactions.
At NBI Financial Group LLC, we pride ourselves on a 97% pull-through rate, demonstrating our commitment to client success and our deep understanding of lender guidelines. We simplify the mortgage process, ensuring a smooth and efficient experience for every client. We are dedicated to providing tailored solutions and expert guidance, making us a trusted partner in achieving your real estate goals.
We connect clients with a diverse network of top 10 wholesale lenders, offering unparalleled access to competitive rates and closing costs. Our team leverages 15+ years of combined underwriting expertise, particularly in non-QM and jumbo loans, to secure financing for even the most challenging transactions.
At NBI Financial Group LLC, we pride ourselves on a 97% pull-through rate, demonstrating our commitment to client success and our deep understanding of lender guidelines. We simplify the mortgage process, ensuring a smooth and efficient experience for every client. We are dedicated to providing tailored solutions and expert guidance, making us a trusted partner in achieving your real estate goals.
Financial Services
Finance
Nestimate is a Lincoln, Nebraska-based software analytics platform specializing in retirement income solutions for 401(k) plans.
We empower financial advisors, employers, and plan sponsors to confidently adopt and implement guaranteed income strategies within their defined contribution plans. Nestimate addresses the critical challenge of retirement income adoption, providing a technology-led, human-supported solution to bridge the gap between plan offerings and participant needs.
Our innovative platform offers data-driven insights and independent fiduciary advice, mitigating risk and enhancing governance while ultimately improving retirement outcomes for plan participants. We are software-led, but human-fed, standing by to assist you with all of your guaranteed income needs.
Founded in 2022, Nestimate combines over 100 years of combined experience in retirement income, defined contribution, and fiduciary process to democratize access to income and simplify the complexities of retirement planning.
We empower financial advisors, employers, and plan sponsors to confidently adopt and implement guaranteed income strategies within their defined contribution plans. Nestimate addresses the critical challenge of retirement income adoption, providing a technology-led, human-supported solution to bridge the gap between plan offerings and participant needs.
Our innovative platform offers data-driven insights and independent fiduciary advice, mitigating risk and enhancing governance while ultimately improving retirement outcomes for plan participants. We are software-led, but human-fed, standing by to assist you with all of your guaranteed income needs.
Founded in 2022, Nestimate combines over 100 years of combined experience in retirement income, defined contribution, and fiduciary process to democratize access to income and simplify the complexities of retirement planning.
Financial Services
Finance
Nextpay Global is a leading cross-border payments and FX risk management specialist, based in Central Florida. We empower businesses operating across borders with a global reach and local expertise, backed by Corpay (NYSE: CPAY).
Nextpay Global provides a proprietary payments platform offering real-time visibility, faster settlement through local payment rails, and specialist FX expertise – capabilities that traditional banks often struggle to match.
Founded by Justine Assal MBE, we serve a diverse range of clients, including importers/exporters, aerospace & defense companies, life sciences firms, and international businesses establishing operations in the US. We combine the personal relationships of a Central Florida-based team with the infrastructure of a global payments leader, ensuring tailored solutions and specialist attention.
With $133B annual FX volume, 22,000+ global clients, and 145+ currencies supported, Nextpay Global is trusted by businesses seeking streamlined and controlled international payment operations.
Nextpay Global provides a proprietary payments platform offering real-time visibility, faster settlement through local payment rails, and specialist FX expertise – capabilities that traditional banks often struggle to match.
Founded by Justine Assal MBE, we serve a diverse range of clients, including importers/exporters, aerospace & defense companies, life sciences firms, and international businesses establishing operations in the US. We combine the personal relationships of a Central Florida-based team with the infrastructure of a global payments leader, ensuring tailored solutions and specialist attention.
With $133B annual FX volume, 22,000+ global clients, and 145+ currencies supported, Nextpay Global is trusted by businesses seeking streamlined and controlled international payment operations.
Financial Services
Finance
TruePay is a Texas-based payment processing company dedicated to providing truly good business services.
We serve small and medium-sized businesses across the United States, offering a reliable and transparent alternative to traditional credit card processors. Our goal is to eliminate the complexities and frustrations often associated with payment processing, allowing merchants to focus on growing their businesses.
What sets TruePay apart is our commitment to integrity, offering month-to-month agreements and a steadfast promise to never increase prices. We provide exceptional customer service through a dedicated US-based team, ensuring seamless support and peace of mind. We also offer a Dual Pricing Program, Lifetime TrueCare Coverage, and Mobile Payments solutions.
Founded in 2016, TruePay has quickly established itself as a trusted partner for businesses seeking a straightforward and dependable payment solution. We are committed to building the world’s most loved payments company.
We serve small and medium-sized businesses across the United States, offering a reliable and transparent alternative to traditional credit card processors. Our goal is to eliminate the complexities and frustrations often associated with payment processing, allowing merchants to focus on growing their businesses.
What sets TruePay apart is our commitment to integrity, offering month-to-month agreements and a steadfast promise to never increase prices. We provide exceptional customer service through a dedicated US-based team, ensuring seamless support and peace of mind. We also offer a Dual Pricing Program, Lifetime TrueCare Coverage, and Mobile Payments solutions.
Founded in 2016, TruePay has quickly established itself as a trusted partner for businesses seeking a straightforward and dependable payment solution. We are committed to building the world’s most loved payments company.
Financial Services
Finance
The Fractional Analyst is a US-based financial analysis firm specializing in real estate investment solutions, located in Orlando, Florida.
We provide institutional-quality financial models, quarterly reporting automation, and coreCast platform support – our in-house underwriting and portfolio management software – to real estate investors, operators, and entrepreneurs.
Our approach bridges the gap between institutional standards and entrepreneurial execution, empowering clients with the tools and insights to grow faster, raise capital confidently, and operate with clarity. We’re a team of experienced professionals dedicated to transforming the real estate industry through innovative solutions and expert insights.
Founded in 2024, The Fractional Analyst currently employs 4 individuals and offers on-demand analyst support, custom real estate financial models, and a growing suite of resources designed to streamline operations and inform strategic decisions.
We provide institutional-quality financial models, quarterly reporting automation, and coreCast platform support – our in-house underwriting and portfolio management software – to real estate investors, operators, and entrepreneurs.
Our approach bridges the gap between institutional standards and entrepreneurial execution, empowering clients with the tools and insights to grow faster, raise capital confidently, and operate with clarity. We’re a team of experienced professionals dedicated to transforming the real estate industry through innovative solutions and expert insights.
Founded in 2024, The Fractional Analyst currently employs 4 individuals and offers on-demand analyst support, custom real estate financial models, and a growing suite of resources designed to streamline operations and inform strategic decisions.
Financial Services
Finance
Wain Capital is a leading mortgage broker agency based in Scottsdale, Arizona, dedicated to simplifying the homeownership journey for families and individuals across Arizona, California, Colorado, Texas, Florida, and Oregon.
We specialize in providing comprehensive mortgage solutions, including conventional, VA, FHA, jumbo, and refinance loans, catering to first-time homebuyers, seasoned homeowners, and investors.
What sets Wain Capital apart is our commitment to personalized service, access to over 20 wholesale lender partnerships, and a streamlined process that delivers competitive rates and an average closing time of just 20 days or less. Our team, led by Zach Wain, leverages extensive market knowledge and a dedication to building trust, ensuring clients achieve their financial goals with confidence.
We pride ourselves on going beyond the loan – protecting our clients’ long-term financial future through strategic guidance and a collaborative approach with real estate agents, financial advisors, and other key partners. Mortgage Broker, Arizona, California, VA Loans, Refinance Loans
We specialize in providing comprehensive mortgage solutions, including conventional, VA, FHA, jumbo, and refinance loans, catering to first-time homebuyers, seasoned homeowners, and investors.
What sets Wain Capital apart is our commitment to personalized service, access to over 20 wholesale lender partnerships, and a streamlined process that delivers competitive rates and an average closing time of just 20 days or less. Our team, led by Zach Wain, leverages extensive market knowledge and a dedication to building trust, ensuring clients achieve their financial goals with confidence.
We pride ourselves on going beyond the loan – protecting our clients’ long-term financial future through strategic guidance and a collaborative approach with real estate agents, financial advisors, and other key partners. Mortgage Broker, Arizona, California, VA Loans, Refinance Loans
Financial Services
Finance
Bayview Solutions, LLC is a Florida-based debt buying and accounts receivable management company specializing in Win-Win partnerships for collectors.
We help businesses maximize recovery from distressed assets, including charged-off debt, warehoused inventory, and late-stage debt. Our approach, ‘Crawl, Walk, Run,’ focuses on meticulous planning, strategic execution, and rapid adaptation to ensure sustainable success for our clients.
Backed by SOC 2 Type 2 certification and active participation in RMAI, ACA, and FCA, Bayview Solutions, LLC, founded in 2008, offers a trusted and innovative solution for elevating lives and raising the bar within the industry. We are committed to integrity and protecting every relationship with care.
We help businesses maximize recovery from distressed assets, including charged-off debt, warehoused inventory, and late-stage debt. Our approach, ‘Crawl, Walk, Run,’ focuses on meticulous planning, strategic execution, and rapid adaptation to ensure sustainable success for our clients.
Backed by SOC 2 Type 2 certification and active participation in RMAI, ACA, and FCA, Bayview Solutions, LLC, founded in 2008, offers a trusted and innovative solution for elevating lives and raising the bar within the industry. We are committed to integrity and protecting every relationship with care.
Financial Services
Finance
Loan Calc-Pro is a US-based provider of innovative mortgage loan calculators, serving real estate professionals and lenders nationwide.
We offer both a free, user-friendly version and a premium Pro version, empowering over 4,000 realtors and loan officers with the tools they need to streamline their lending processes. Our calculators support conventional, FHA, VA, and USDA loans, providing accurate and reliable results for every transaction.
The Loan Calc-Pro Pro version, available for just $1.99/month, unlocks editable features including save history, customizable text, and email integration – significantly boosting efficiency and client satisfaction. We are dedicated to simplifying the mortgage process for all involved.
Founded in 2015, Loan Calc-Pro has rapidly grown to become a trusted resource for the real estate industry, consistently delivering high-quality calculator solutions and exceptional customer support.
We offer both a free, user-friendly version and a premium Pro version, empowering over 4,000 realtors and loan officers with the tools they need to streamline their lending processes. Our calculators support conventional, FHA, VA, and USDA loans, providing accurate and reliable results for every transaction.
The Loan Calc-Pro Pro version, available for just $1.99/month, unlocks editable features including save history, customizable text, and email integration – significantly boosting efficiency and client satisfaction. We are dedicated to simplifying the mortgage process for all involved.
Founded in 2015, Loan Calc-Pro has rapidly grown to become a trusted resource for the real estate industry, consistently delivering high-quality calculator solutions and exceptional customer support.
Financial Services
Finance
Adelphi Trust Company is a trusted and dedicated partner providing tailored trust solutions for every need, headquartered in St. Petersburg, Florida.
As Florida’s first and only women-founded and owned trust company, with over 106 years of combined experience, we specialize in comprehensive Trust Services, Estate Settlement, and Wealth & Investment Management.
We exist to protect, guide, and safeguard the wealth and financial futures of our clients and those they love most. As a safe keeper and lifelong fiduciary, we advocate for and educate the families and businesses we serve with a commitment to provide a single source of truth, especially in the face of challenges. Our team brings seasoned legal and fiduciary expertise, assisting families like yours with investment management, retirement services, financial planning, and trust administration.
We pride ourselves on modern operations, innovative services, and a dedicated partner for every need, offering clarity, reasoned guidance, and peace of mind.
As Florida’s first and only women-founded and owned trust company, with over 106 years of combined experience, we specialize in comprehensive Trust Services, Estate Settlement, and Wealth & Investment Management.
We exist to protect, guide, and safeguard the wealth and financial futures of our clients and those they love most. As a safe keeper and lifelong fiduciary, we advocate for and educate the families and businesses we serve with a commitment to provide a single source of truth, especially in the face of challenges. Our team brings seasoned legal and fiduciary expertise, assisting families like yours with investment management, retirement services, financial planning, and trust administration.
We pride ourselves on modern operations, innovative services, and a dedicated partner for every need, offering clarity, reasoned guidance, and peace of mind.
Financial Services
Finance
Seedfunders is a Florida-based angel investment group focused on pre-revenue, scalable tech startups. We back founders with MVPs and big potential, long before traditional venture capital steps in.
Our investors bring deep expertise and real-world experience to help startups validate, grow, and get VC-ready – with strategic mentorship every step of the way.
Seedfunders is the only funding entity in Florida that targets startups with a Minimum Viable Product (MVP) but little or no revenue. We look for scalable, cutting-edge technology models as the perfect candidate for Seedfunders investment. Lean Start-Up We’re big fans of the lean startup model and love it when a company understands and implements this model.
Today, the Seedfunders group of companies has made almost 50 investments in 30 portfolio companies. Additionally, we launched the Seedfunders Opportunity Fund to provide the first “friends and family” capital to black entrepreneurs and that fund now has 3 portfolio companies.
Our investors bring deep expertise and real-world experience to help startups validate, grow, and get VC-ready – with strategic mentorship every step of the way.
Seedfunders is the only funding entity in Florida that targets startups with a Minimum Viable Product (MVP) but little or no revenue. We look for scalable, cutting-edge technology models as the perfect candidate for Seedfunders investment. Lean Start-Up We’re big fans of the lean startup model and love it when a company understands and implements this model.
Today, the Seedfunders group of companies has made almost 50 investments in 30 portfolio companies. Additionally, we launched the Seedfunders Opportunity Fund to provide the first “friends and family” capital to black entrepreneurs and that fund now has 3 portfolio companies.
Financial Services
Finance
Allied Legacy Partners is a San Diego, California-based property management firm specializing in HOA and CAM services for community associations.
We help community associations across California streamline their operations and enhance resident satisfaction. Our focus is on providing comprehensive solutions, from initial acquisition and management to ongoing maintenance and financial oversight.
What sets Allied Legacy Partners apart is our deep understanding of the unique challenges faced by community associations, combined with a commitment to building long-term partnerships based on trust and transparency. We leverage our founder’s extensive experience in real estate finance and property management to deliver exceptional results.
Founded in 2022 by David, Allied Legacy Partners is dedicated to fostering thriving communities and supporting the success of our clients. We are proud to carry on a legacy of resilience and determination, just as our founders did when they first arrived in America.
We help community associations across California streamline their operations and enhance resident satisfaction. Our focus is on providing comprehensive solutions, from initial acquisition and management to ongoing maintenance and financial oversight.
What sets Allied Legacy Partners apart is our deep understanding of the unique challenges faced by community associations, combined with a commitment to building long-term partnerships based on trust and transparency. We leverage our founder’s extensive experience in real estate finance and property management to deliver exceptional results.
Founded in 2022 by David, Allied Legacy Partners is dedicated to fostering thriving communities and supporting the success of our clients. We are proud to carry on a legacy of resilience and determination, just as our founders did when they first arrived in America.
Financial Services
Finance
Quant Data is a US-based provider of officially licensed real-time and historical market data, specializing in options analytics, serving institutional traders and retail investors alike.
We empower traders with a comprehensive suite of tools, including real-time options order flow, exposure visualization, and advanced volatility metrics. Our platform provides critical insights into dealer positioning, dark pool activity, and market sentiment, enabling data-driven decision-making.
Quant Data distinguishes itself through its commitment to delivering granular, unfiltered data directly from exchanges, combined with a vibrant and supportive trading community. We’re dedicated to bridging the data asymmetry between institutional and retail traders, fostering a more informed and efficient market.
We empower traders with a comprehensive suite of tools, including real-time options order flow, exposure visualization, and advanced volatility metrics. Our platform provides critical insights into dealer positioning, dark pool activity, and market sentiment, enabling data-driven decision-making.
Quant Data distinguishes itself through its commitment to delivering granular, unfiltered data directly from exchanges, combined with a vibrant and supportive trading community. We’re dedicated to bridging the data asymmetry between institutional and retail traders, fostering a more informed and efficient market.
Financial Services
Finance
Cornerstone Lending Group is a leading financing partner based in Irvine, California, specializing in tailored lending solutions for the multifamily, commercial, SBA, and bridge real estate sectors.
We understand the unique challenges faced by investors and developers, and our experienced team is dedicated to providing responsive and creative financing options. Our goal is to streamline the lending process and ensure your projects are funded with confidence.
Cornerstone Lending Group leverages decades of industry expertise and a commitment to exceptional customer service to deliver competitive rates and a seamless experience. We pride ourselves on our ability to secure deals quickly and efficiently, making us the optimal choice for your real estate financing needs. Multifamily, Commercial, SBA, and Bridge financing are our core strengths.
We understand the unique challenges faced by investors and developers, and our experienced team is dedicated to providing responsive and creative financing options. Our goal is to streamline the lending process and ensure your projects are funded with confidence.
Cornerstone Lending Group leverages decades of industry expertise and a commitment to exceptional customer service to deliver competitive rates and a seamless experience. We pride ourselves on our ability to secure deals quickly and efficiently, making us the optimal choice for your real estate financing needs. Multifamily, Commercial, SBA, and Bridge financing are our core strengths.
Financial Services
Finance
Southeast Financial Services, Inc is a Greensboro, NC-based financial planning firm that has been dedicated to serving clients nationwide since 1991.
We’re a team that thrives on investigating the complexities of your financial life to design custom strategies. Your dream is our focus.
Our commitment is to provide a clear, actionable plan to guide your decisions, offering holistic planning that looks at where you are today and where you want to be. We provide the direction and resources to get you there, ensuring you have the tools and support you need to navigate your unique journey.
With over 100 years of combined industry experience, we strive to be the ally you can turn to through every life and wealth experience.
We’re a team that thrives on investigating the complexities of your financial life to design custom strategies. Your dream is our focus.
Our commitment is to provide a clear, actionable plan to guide your decisions, offering holistic planning that looks at where you are today and where you want to be. We provide the direction and resources to get you there, ensuring you have the tools and support you need to navigate your unique journey.
With over 100 years of combined industry experience, we strive to be the ally you can turn to through every life and wealth experience.
Financial Services
Finance
Chapwood Investments is a wealth management firm based in Plano, Texas, specializing in asset preservation strategies for high-net-worth individuals and families.
Founded in 2005, Chapwood Investments leverages proprietary technology to design and manage bespoke investment portfolios. We focus on providing tailored financial solutions, combining deep market knowledge with a commitment to long-term client success.
Our approach centers on thorough portfolio evaluations and proactive investment management, ensuring alignment with our clients’ unique financial goals. We are a registered investment advisor dedicated to delivering exceptional service and building lasting relationships.
Chapwood Investments, LLC, with a team of 21 professionals, is committed to providing sophisticated investment management services.
Founded in 2005, Chapwood Investments leverages proprietary technology to design and manage bespoke investment portfolios. We focus on providing tailored financial solutions, combining deep market knowledge with a commitment to long-term client success.
Our approach centers on thorough portfolio evaluations and proactive investment management, ensuring alignment with our clients’ unique financial goals. We are a registered investment advisor dedicated to delivering exceptional service and building lasting relationships.
Chapwood Investments, LLC, with a team of 21 professionals, is committed to providing sophisticated investment management services.
Financial Services
Finance
Monge Capital Advisors is a New Jersey-based partnership providing strategic capital solutions for social impact.
We specialize in real estate and business capital solutions, delivering returns for clients and underserved communities through innovative strategies like leveraging New Market Tax Credits, combining private equity expertise with community development experience.
Monge Capital blends private equity expertise with deep community development experience, skillfully navigating public financing, especially focusing on federal tax credit financing, for innovative solutions. Our successful closure of over $2 billion in projects demonstrates our impact. We serve investors, developers, operating businesses, banking institutions, governmental agencies, and nonprofit institutions across the United States.
Our mission is to be the unparalleled capital advisor in the nation supporting public and private investment in underserved and disadvantaged communities.
We specialize in real estate and business capital solutions, delivering returns for clients and underserved communities through innovative strategies like leveraging New Market Tax Credits, combining private equity expertise with community development experience.
Monge Capital blends private equity expertise with deep community development experience, skillfully navigating public financing, especially focusing on federal tax credit financing, for innovative solutions. Our successful closure of over $2 billion in projects demonstrates our impact. We serve investors, developers, operating businesses, banking institutions, governmental agencies, and nonprofit institutions across the United States.
Our mission is to be the unparalleled capital advisor in the nation supporting public and private investment in underserved and disadvantaged communities.
Financial Services
Finance
Payment Savvy is a Plano, Texas-based payment processing company specializing in high-risk merchant accounts and providing all-in-one payment solutions to businesses nationwide.
We partner with businesses across a diverse range of sectors, including auto finance, collections, e-commerce, and healthcare, to streamline their payment acceptance and management processes. Our goal is to simplify complex payment workflows and empower our clients to focus on growth.
Payment Savvy distinguishes itself through a commitment to customized solutions, PCI DSS compliance, and a dedicated team providing expert support. We offer a comprehensive suite of services, including credit card processing, ACH payments, IVR systems, and recurring billing, all designed to meet the unique needs of each client.
Founded in 2010, Payment Savvy has grown to serve over 923 clients and continues to expand its reach, providing secure and reliable payment processing solutions for businesses of all sizes.
We partner with businesses across a diverse range of sectors, including auto finance, collections, e-commerce, and healthcare, to streamline their payment acceptance and management processes. Our goal is to simplify complex payment workflows and empower our clients to focus on growth.
Payment Savvy distinguishes itself through a commitment to customized solutions, PCI DSS compliance, and a dedicated team providing expert support. We offer a comprehensive suite of services, including credit card processing, ACH payments, IVR systems, and recurring billing, all designed to meet the unique needs of each client.
Founded in 2010, Payment Savvy has grown to serve over 923 clients and continues to expand its reach, providing secure and reliable payment processing solutions for businesses of all sizes.
Financial Services
Finance
Baobab Wealth Management is a Florida-based financial advisory firm specializing in retirement planning and income planning for Americans and expats. We understand the unique challenges faced by individuals preparing for retirement, offering personalized service and complete transparency with fees and philosophies.
Our approach mirrors the resilience and longevity of the iconic Baobab tree, native to the African Savannah – a symbol of life and prosperity. Like this remarkable tree, which can live for up to 3000 years, Baobab Wealth Management is committed to providing enduring financial security and guidance for our clients.
We help investors with $250k+ investable assets navigate complex tax landscapes and build sustainable retirement income strategies. We focus on proactive tax planning, risk management, and ensuring your retirement savings are protected from rising taxes. Let us help you avoid future tax time bombs and achieve your long-term financial goals.
Our approach mirrors the resilience and longevity of the iconic Baobab tree, native to the African Savannah – a symbol of life and prosperity. Like this remarkable tree, which can live for up to 3000 years, Baobab Wealth Management is committed to providing enduring financial security and guidance for our clients.
We help investors with $250k+ investable assets navigate complex tax landscapes and build sustainable retirement income strategies. We focus on proactive tax planning, risk management, and ensuring your retirement savings are protected from rising taxes. Let us help you avoid future tax time bombs and achieve your long-term financial goals.
Financial Services
Finance
Soman Forensic & Valuation CPAs is a Boca Raton, Florida-based forensic accounting and business valuation firm specializing in providing credible solutions for complex financial disputes.
We assist attorneys and their clients in a wide range of matters, including divorce and family law, estate and gift tax planning, business and succession planning, and shareholder/partnership disputes. Our team meticulously analyzes financial records to uncover undisclosed assets, income, and irregularities, ensuring the integrity of legal proceedings.
At Soman Forensic & Valuation CPAs, we pride ourselves on our specialized focus, transparent communication, and commitment to delivering accurate and reliable results. We ask the right questions and sweat the small stuff, providing a depth of expertise that sets us apart.
Founded in 2022, we have quickly established a reputation for excellence and are committed to providing exceptional service to our clients. We currently operate with 9 team members across our Boca Raton, Tampa, and Orlando offices.
We assist attorneys and their clients in a wide range of matters, including divorce and family law, estate and gift tax planning, business and succession planning, and shareholder/partnership disputes. Our team meticulously analyzes financial records to uncover undisclosed assets, income, and irregularities, ensuring the integrity of legal proceedings.
At Soman Forensic & Valuation CPAs, we pride ourselves on our specialized focus, transparent communication, and commitment to delivering accurate and reliable results. We ask the right questions and sweat the small stuff, providing a depth of expertise that sets us apart.
Founded in 2022, we have quickly established a reputation for excellence and are committed to providing exceptional service to our clients. We currently operate with 9 team members across our Boca Raton, Tampa, and Orlando offices.
Financial Services
Finance
Institute Capital is a Durham, North Carolina-based CDFI providing debt and investment capital to affordable housing developers, community-based development organizations (CBDOs), and small businesses.
As a certified Community Development Financial Institution (CDFI), we seek to revitalize and transform diverse communities through affordable housing, entrepreneurship, HBCU collaborations, and community development. We focus on high-impact lending to borrowers who often lack access to capital from mainstream financial institutions, fostering thriving economies in underserved populations.
Institute Capital distinguishes itself through a commitment to equitable access to capital and strategic partnerships with organizations driving positive community impact. We support a range of initiatives, including affordable housing development, small business growth, and HBCU business collaborations, with a total impact of over $620 million in commercial development and housing, $101 million in capital investment, and the deployment of 12,000+ jobs.
Our experienced team, led by CEO Kevin J. Price, is dedicated to empowering communities and driving economic opportunity. We are proud to be a trusted partner in building a more equitable and prosperous future.
As a certified Community Development Financial Institution (CDFI), we seek to revitalize and transform diverse communities through affordable housing, entrepreneurship, HBCU collaborations, and community development. We focus on high-impact lending to borrowers who often lack access to capital from mainstream financial institutions, fostering thriving economies in underserved populations.
Institute Capital distinguishes itself through a commitment to equitable access to capital and strategic partnerships with organizations driving positive community impact. We support a range of initiatives, including affordable housing development, small business growth, and HBCU business collaborations, with a total impact of over $620 million in commercial development and housing, $101 million in capital investment, and the deployment of 12,000+ jobs.
Our experienced team, led by CEO Kevin J. Price, is dedicated to empowering communities and driving economic opportunity. We are proud to be a trusted partner in building a more equitable and prosperous future.
Financial Services
Finance
Target Retirement Solutions is a leading retirement plan advisory firm based in Redington Shores, Florida, specializing in comprehensive solutions for businesses and their employees.
We help organizations navigate the complexities of employer-sponsored retirement plans, including 401(k)s and qualified retirement plans, with a focus on tax efficiency and employee retention. Our services encompass plan design, optimization, and fiduciary advisory services, ensuring compliance and maximizing plan benefits.
Target Retirement Solutions, a division of DiMatteo Group - Florida Inc., supports businesses in building a secure future for their workforce through strategic retirement planning. We are committed to providing expert guidance and peace of mind, helping employees confidently prepare for a comfortable retirement.
Since 1990, we’ve been dedicated to delivering tailored retirement solutions, backed by Commonwealth Financial Network.
We help organizations navigate the complexities of employer-sponsored retirement plans, including 401(k)s and qualified retirement plans, with a focus on tax efficiency and employee retention. Our services encompass plan design, optimization, and fiduciary advisory services, ensuring compliance and maximizing plan benefits.
Target Retirement Solutions, a division of DiMatteo Group - Florida Inc., supports businesses in building a secure future for their workforce through strategic retirement planning. We are committed to providing expert guidance and peace of mind, helping employees confidently prepare for a comfortable retirement.
Since 1990, we’ve been dedicated to delivering tailored retirement solutions, backed by Commonwealth Financial Network.
Financial Services
Finance
Ki Tov Investment is a research-led private investment fund based in Orlando, Florida, specializing in **private credit** and **growth-stage opportunities** for qualified investors. We partner with investors across public equities, private credit, and growth-stage investments, offering a sophisticated approach to asset management. Our focus is on building long-term relationships with both our clients and partners, providing tailored investment solutions.
Ki Tov Investment’s expertise lies in identifying and structuring investments across a range of sectors, leveraging our 15+ years of experience. We are dedicated to delivering strong returns while upholding the corporate values of the companies we invest in.
We provide a comprehensive suite of investment services, including due diligence, structuring, and ongoing portfolio management. We are committed to transparency and collaboration, ensuring our investors are fully informed and aligned with our strategic goals.
Ki Tov Investment’s expertise lies in identifying and structuring investments across a range of sectors, leveraging our 15+ years of experience. We are dedicated to delivering strong returns while upholding the corporate values of the companies we invest in.
We provide a comprehensive suite of investment services, including due diligence, structuring, and ongoing portfolio management. We are committed to transparency and collaboration, ensuring our investors are fully informed and aligned with our strategic goals.
Financial Services
Finance
Medical Revenue Solutions is a California-based revenue cycle management and practice management solutions provider serving healthcare providers nationwide.
We specialize in optimizing financial performance for practices of all sizes and specialties, from small clinics to large multi-specialty groups. Our comprehensive services streamline operations, reduce administrative burdens, and improve cash flow, allowing physicians to focus on patient care.
CuRevenue combines cutting-edge technology with expert clinical coding and billing support, offering a transparent and efficient approach to revenue cycle management. We provide solutions including Electronic Medical/Health Records integration, payment solutions, denial management, and compliance support, ensuring accurate claims processing and maximized reimbursement.
With over a decade of experience, our team of specialists is dedicated to transforming healthcare practices and driving positive financial outcomes. We’re proud to partner with physicians to build sustainable and thriving businesses.
We specialize in optimizing financial performance for practices of all sizes and specialties, from small clinics to large multi-specialty groups. Our comprehensive services streamline operations, reduce administrative burdens, and improve cash flow, allowing physicians to focus on patient care.
CuRevenue combines cutting-edge technology with expert clinical coding and billing support, offering a transparent and efficient approach to revenue cycle management. We provide solutions including Electronic Medical/Health Records integration, payment solutions, denial management, and compliance support, ensuring accurate claims processing and maximized reimbursement.
With over a decade of experience, our team of specialists is dedicated to transforming healthcare practices and driving positive financial outcomes. We’re proud to partner with physicians to build sustainable and thriving businesses.
Financial Services
Finance
National Christian Foundation Orlando is a ministry and grantmaking foundation based in Orlando, Florida, dedicated to simplifying giving, multiplying impact, and glorifying God. Since 2012, we’ve facilitated over $350 million in donations to over 90,000 charities worldwide, partnering with over 900 families in the Central Florida region.
We serve individuals and families seeking strategic and tax-efficient ways to support causes they deeply care about. Our team provides creative giving solutions, including the Giving Fund, non-cash giving strategies, and impact investing opportunities, all rooted in a Christ-centered approach.
What sets NCF Orlando apart is our commitment to personalized guidance and a collaborative partnership with our givers. We work alongside you to discern God’s story for your generosity, ensuring your contributions have the greatest possible impact for His Kingdom. We are a trusted Christian giving and granting partner, committed to helping you give wisely and gloriously.
Our local Orlando team, comprised of experienced professionals and passionate supporters, is here to guide you through the complexities of charitable giving and grantmaking. We believe in the power of generosity to transform lives and communities, and we’re honored to walk alongside you on this journey.
We serve individuals and families seeking strategic and tax-efficient ways to support causes they deeply care about. Our team provides creative giving solutions, including the Giving Fund, non-cash giving strategies, and impact investing opportunities, all rooted in a Christ-centered approach.
What sets NCF Orlando apart is our commitment to personalized guidance and a collaborative partnership with our givers. We work alongside you to discern God’s story for your generosity, ensuring your contributions have the greatest possible impact for His Kingdom. We are a trusted Christian giving and granting partner, committed to helping you give wisely and gloriously.
Our local Orlando team, comprised of experienced professionals and passionate supporters, is here to guide you through the complexities of charitable giving and grantmaking. We believe in the power of generosity to transform lives and communities, and we’re honored to walk alongside you on this journey.
Financial Services
Finance
RLJ Credit Management, LLC is a New Jersey-based alternative investment management firm providing bespoke financing solutions to private, lower-middle market companies.
We specialize in private credit and structured equity strategies, offering flexible debt and equity capital solutions to support growth-oriented businesses. Our approach centers on partnership capital, limiting dilution for existing equity owners, and a focus on long-term relationships.
Founded in 2011 by Robert L. Johnson and Trevoir D. Gregg, RLJ Credit leverages the expertise of its leadership team, including Robert L. Johnson, Founder & Senior Advisor of The RLJ Companies, a network of innovative businesses, and Trevoir D. Gregg, Founder & Managing Partner of RLJ Credit. RLJ Credit’s commitment to social impact is integrated into its investment approach, delivering both financial returns and societal benefit.
We specialize in private credit and structured equity strategies, offering flexible debt and equity capital solutions to support growth-oriented businesses. Our approach centers on partnership capital, limiting dilution for existing equity owners, and a focus on long-term relationships.
Founded in 2011 by Robert L. Johnson and Trevoir D. Gregg, RLJ Credit leverages the expertise of its leadership team, including Robert L. Johnson, Founder & Senior Advisor of The RLJ Companies, a network of innovative businesses, and Trevoir D. Gregg, Founder & Managing Partner of RLJ Credit. RLJ Credit’s commitment to social impact is integrated into its investment approach, delivering both financial returns and societal benefit.
Financial Services
Finance
Wolfe Investments is a diversified private equity real estate investment firm based in Plano, Texas, specializing in multi-family, commercial, and hard money lending.
We focus on bringing valuable investment opportunities to our investors, creating passive income and supporting their financial freedom goals. Wolfe Investments was founded in 2010 and has since grown to manage over 7,088 units across the United States, including commercial properties and real estate developments.
Our commitment to integrity, transparency, and alignment with our investors’ interests drives our approach. We’ve expanded our portfolio through strategic acquisitions and development projects, including the Rockefeller building in Cleveland and the historic Post Office in Dallas. Kenny Wolfe, President, brings extensive experience in multifamily syndication, having invested in his first property in 2010 and now overseeing over $450 million in transactions.
We focus on bringing valuable investment opportunities to our investors, creating passive income and supporting their financial freedom goals. Wolfe Investments was founded in 2010 and has since grown to manage over 7,088 units across the United States, including commercial properties and real estate developments.
Our commitment to integrity, transparency, and alignment with our investors’ interests drives our approach. We’ve expanded our portfolio through strategic acquisitions and development projects, including the Rockefeller building in Cleveland and the historic Post Office in Dallas. Kenny Wolfe, President, brings extensive experience in multifamily syndication, having invested in his first property in 2010 and now overseeing over $450 million in transactions.
Financial Services
Finance
King Commercial Capital is a Fort Wayne, Indiana-based equipment finance brokerage company specializing in providing flexible financing solutions to small to medium-sized businesses across a wide range of industries.
We connect businesses with dozens of equipment finance sources, both private and institutional, allowing us to offer customized financing options that traditional banks often cannot.
At King Commercial Capital, we focus on structuring creative financing solutions tailored to your specific equipment and cash flow needs, including invoice factoring, supply chain finance, and working capital financing. We pride ourselves on our commitment to transparent terms and long-term partnerships, supporting your business’s growth and success.
Founded in 2013 and currently employing 3-10 people, King Commercial Capital leverages over 20 years of experience in the finance industry to deliver exceptional service and competitive rates. We are an active member of several industry associations, including AMBA, AFS, NFFS, and TMA.
We connect businesses with dozens of equipment finance sources, both private and institutional, allowing us to offer customized financing options that traditional banks often cannot.
At King Commercial Capital, we focus on structuring creative financing solutions tailored to your specific equipment and cash flow needs, including invoice factoring, supply chain finance, and working capital financing. We pride ourselves on our commitment to transparent terms and long-term partnerships, supporting your business’s growth and success.
Founded in 2013 and currently employing 3-10 people, King Commercial Capital leverages over 20 years of experience in the finance industry to deliver exceptional service and competitive rates. We are an active member of several industry associations, including AMBA, AFS, NFFS, and TMA.
Financial Services
Finance
Diamant Carré Capital Group is a Los Angeles-based commercial real estate and business working capital financing firm. We specialize in connecting businesses with the funding they need to thrive, partnering with over 189 lenders across the United States.
Diamant Carré Capital Group assists businesses in securing crucial financing for a variety of projects, including industrial and multi-family real estate developments, construction ventures, and real estate investments. We understand the unique financial challenges faced by businesses in these sectors and are dedicated to providing tailored solutions to support their growth and expansion.
What sets Diamant Carré apart is our extensive network of lenders – over 189 – and our commitment to streamlining the lending process, making it efficient and stress-free for our clients. We act as a trusted advocate, diligently pursuing the best possible terms and delivering exceptional service.
Founded in 2016, Diamant Carré Capital Group has quickly established itself as a reliable partner for businesses seeking competitive financing options and expert guidance. We are proud to serve a diverse range of clients, from established corporations to emerging ventures, helping them achieve their financial goals.
Diamant Carré Capital Group assists businesses in securing crucial financing for a variety of projects, including industrial and multi-family real estate developments, construction ventures, and real estate investments. We understand the unique financial challenges faced by businesses in these sectors and are dedicated to providing tailored solutions to support their growth and expansion.
What sets Diamant Carré apart is our extensive network of lenders – over 189 – and our commitment to streamlining the lending process, making it efficient and stress-free for our clients. We act as a trusted advocate, diligently pursuing the best possible terms and delivering exceptional service.
Founded in 2016, Diamant Carré Capital Group has quickly established itself as a reliable partner for businesses seeking competitive financing options and expert guidance. We are proud to serve a diverse range of clients, from established corporations to emerging ventures, helping them achieve their financial goals.
Financial Services
Finance
Blue Ribbon CFOs is a New York-based outsourced CFO solutions provider specializing in serving investment managers.
We offer a ‘high touch’ client experience, treating each relationship with the dedication and accountability of an in-house CFO.
Blue Ribbon CFOs prides itself on delivering a ‘high touch’ client experience, treating each relationship with the dedication and accountability of an in-house CFO. This personalized approach ensures that clients receive attentive service tailored to their specific needs, fostering trust and transparency throughout the partnership.
As a team of experts, we provide a comprehensive suite of services, including accounting, finance, and fund services, designed to streamline operations and support growth for investment management firms. We help you focus on performance while ensuring financial stability and compliance.
Founded in 2018, Blue Ribbon CFOs has grown to a team of 6 professionals, serving clients across New York and Florida.
We offer a ‘high touch’ client experience, treating each relationship with the dedication and accountability of an in-house CFO.
Blue Ribbon CFOs prides itself on delivering a ‘high touch’ client experience, treating each relationship with the dedication and accountability of an in-house CFO. This personalized approach ensures that clients receive attentive service tailored to their specific needs, fostering trust and transparency throughout the partnership.
As a team of experts, we provide a comprehensive suite of services, including accounting, finance, and fund services, designed to streamline operations and support growth for investment management firms. We help you focus on performance while ensuring financial stability and compliance.
Founded in 2018, Blue Ribbon CFOs has grown to a team of 6 professionals, serving clients across New York and Florida.
Financial Services
Finance
KoreInside is a California-based infrastructure platform specializing in providing fully compliant digital operating systems for regulated intermediaries in the private capital markets.
We empower broker-dealers, transfer agents, platform operators, and other key players within the ecosystem to transact faster, cheaper, and 100% compliantly – all while building trust across the value chain. KoreInside integrates four patent-pending technologies to handle the full spectrum of Title II transactional elements and post-transactional Issuer governance and compliance requirements.
Founded in 2013 by Oscar Jofre, Jason Futko, and Dr. Kiran Garimella, KoreInside is revolutionizing private markets by bringing the efficiency and security of public markets to this complex sector. Our secure, all-in-one platform streamlines processes, reduces costs, and ensures regulatory adherence, fostering a more accessible and transparent environment for all participants. KoreInside is the trusted infrastructure behind your brand.
We empower broker-dealers, transfer agents, platform operators, and other key players within the ecosystem to transact faster, cheaper, and 100% compliantly – all while building trust across the value chain. KoreInside integrates four patent-pending technologies to handle the full spectrum of Title II transactional elements and post-transactional Issuer governance and compliance requirements.
Founded in 2013 by Oscar Jofre, Jason Futko, and Dr. Kiran Garimella, KoreInside is revolutionizing private markets by bringing the efficiency and security of public markets to this complex sector. Our secure, all-in-one platform streamlines processes, reduces costs, and ensures regulatory adherence, fostering a more accessible and transparent environment for all participants. KoreInside is the trusted infrastructure behind your brand.
Financial Services
Finance
Anthony Joseph Mortgage is a leading mortgage brokerage based in Orlando, Florida, dedicated to providing exceptional service and securing the lowest rates for our clients.
We specialize in matching homeowners with the ideal financing solutions, including conventional, FHA, VA, jumbo, and refinance loans. Our team, led by loan officer Anthony Candelario, focuses on simplifying the complex world of mortgages and ensuring a smooth, stress-free experience.
At Anthony Joseph Mortgage, we pride ourselves on our responsiveness, transparency, and commitment to finding the best possible terms for each individual’s unique financial situation. We’re a top-selling brokerage committed to helping you achieve your homeownership dreams. We’re an Equal Housing Opportunity Lender.
We specialize in matching homeowners with the ideal financing solutions, including conventional, FHA, VA, jumbo, and refinance loans. Our team, led by loan officer Anthony Candelario, focuses on simplifying the complex world of mortgages and ensuring a smooth, stress-free experience.
At Anthony Joseph Mortgage, we pride ourselves on our responsiveness, transparency, and commitment to finding the best possible terms for each individual’s unique financial situation. We’re a top-selling brokerage committed to helping you achieve your homeownership dreams. We’re an Equal Housing Opportunity Lender.
Financial Services
Finance
Front Street Advisors, Ltd is a Toledo, Ohio-based financial advisory firm specializing in capital access and tailored financial solutions for businesses and real estate developers.
We provide a comprehensive range of services, extending beyond traditional banking, designed to meet the unique needs of our clients across diverse sectors, including medical practices, apartment complexes, hotels, and real estate development.
What sets Front Street Advisors apart is our extensive network of financial institutions – lenders, investors, and private equity firms – allowing us to craft creative loan strategies and flexible terms, delivering enviable rates, shorter closing times, and longer repayment periods. We’re like architects, designing financial structures to support your business growth. Refinancing, SBA Loans, Construction Financing, and Real Estate Loans are among the solutions we offer.
Our team, led by Dustin Shively, CPA, leverages over 18 years of experience in accounting and finance, combined with specialized expertise in commercial real estate, to provide strategic guidance and unlock capital opportunities for our clients.
We provide a comprehensive range of services, extending beyond traditional banking, designed to meet the unique needs of our clients across diverse sectors, including medical practices, apartment complexes, hotels, and real estate development.
What sets Front Street Advisors apart is our extensive network of financial institutions – lenders, investors, and private equity firms – allowing us to craft creative loan strategies and flexible terms, delivering enviable rates, shorter closing times, and longer repayment periods. We’re like architects, designing financial structures to support your business growth. Refinancing, SBA Loans, Construction Financing, and Real Estate Loans are among the solutions we offer.
Our team, led by Dustin Shively, CPA, leverages over 18 years of experience in accounting and finance, combined with specialized expertise in commercial real estate, to provide strategic guidance and unlock capital opportunities for our clients.
Financial Services
Finance
Cresta Advisors is a leading, locally owned investment advisory firm based in Laredo, Texas, dedicated to simplifying investment management for business owners, professionals, and families.
As a fee-only, independent Registered Investment Advisor (RIA), we provide cost-effective financial solutions and act as fiduciaries, prioritizing our clients’ needs above all else. We specialize in comprehensive portfolio management and wealth planning, helping clients achieve their long-term financial goals.
Cresta Advisors focuses on delivering personalized investment strategies and guidance, ensuring transparency and accountability. We do not offer legal or tax advice – consulting with qualified professionals in those fields is always recommended. Our commitment is to provide clarity and confidence in your investment journey.
As a fee-only, independent Registered Investment Advisor (RIA), we provide cost-effective financial solutions and act as fiduciaries, prioritizing our clients’ needs above all else. We specialize in comprehensive portfolio management and wealth planning, helping clients achieve their long-term financial goals.
Cresta Advisors focuses on delivering personalized investment strategies and guidance, ensuring transparency and accountability. We do not offer legal or tax advice – consulting with qualified professionals in those fields is always recommended. Our commitment is to provide clarity and confidence in your investment journey.
Financial Services
Finance
InterGen Data is a Plano, Texas-based AI-driven Life Event Prediction and Analysis company transforming the financial, insurance, and healthcare industries.
We leverage advanced machine learning and our patent-pending algorithms to deliver solutions that predict critical life events and identify the corresponding financial impact, empowering professionals in these industries. Our data and insights help you overcome your most aggravating pain points.
What sets InterGen Data apart is our commitment to accuracy and actionable intelligence. We offer both Data as a Subscription (DaaS) and Service Bureau (SBM) models, providing clients with the predictive insights they need to optimize operations, uncover revenue opportunities, and make proactive decisions.
Founded in 2017, InterGen Data has quickly established itself as a leader in predictive analytics, serving a diverse range of clients including healthcare institutions, insurance companies, and banks. We currently employ 7 people and are experiencing rapid growth.
We leverage advanced machine learning and our patent-pending algorithms to deliver solutions that predict critical life events and identify the corresponding financial impact, empowering professionals in these industries. Our data and insights help you overcome your most aggravating pain points.
What sets InterGen Data apart is our commitment to accuracy and actionable intelligence. We offer both Data as a Subscription (DaaS) and Service Bureau (SBM) models, providing clients with the predictive insights they need to optimize operations, uncover revenue opportunities, and make proactive decisions.
Founded in 2017, InterGen Data has quickly established itself as a leader in predictive analytics, serving a diverse range of clients including healthcare institutions, insurance companies, and banks. We currently employ 7 people and are experiencing rapid growth.
Financial Services
Finance
Panem Project is a Mission Support Network based in Orlando, Florida, dedicated to providing financial assistance to short and long-term missionaries.
We understand the significant financial pressures faced by those serving on missions, and our goal is to alleviate some of that stress, allowing missionaries to focus on their core mission of spreading the Gospel and helping those in need.
Through a combination of Merch for Missions sales and generous donations, Panem Project sustains its assistance fund. We rely on the support of partners who share our vision, encouraging them to spread the word and contribute to this vital cause. Our focus is on supporting Christian missionaries and faith-based businesses, offering a unique blend of apparel, media, and fundraising solutions.
Founded in 2018, Panem Project currently employs a small team of dedicated individuals committed to making a tangible difference in the lives of missionaries worldwide. We are a privately held company with a growing online presence, primarily through Etsy, and a strong community of supporters.
We understand the significant financial pressures faced by those serving on missions, and our goal is to alleviate some of that stress, allowing missionaries to focus on their core mission of spreading the Gospel and helping those in need.
Through a combination of Merch for Missions sales and generous donations, Panem Project sustains its assistance fund. We rely on the support of partners who share our vision, encouraging them to spread the word and contribute to this vital cause. Our focus is on supporting Christian missionaries and faith-based businesses, offering a unique blend of apparel, media, and fundraising solutions.
Founded in 2018, Panem Project currently employs a small team of dedicated individuals committed to making a tangible difference in the lives of missionaries worldwide. We are a privately held company with a growing online presence, primarily through Etsy, and a strong community of supporters.
Financial Services
Finance
Golden Door is a New Jersey-based investment firm specializing in software, focused on building Agentic Roadmaps and custom operations infrastructure for mid-market firms.
We empower financial services firms to replace manual routing layers with permanent, client-owned AI agents, streamlining workflows and boosting efficiency.
Golden Door distinguishes itself through its commitment to building institutional-grade, fully-owned client infrastructure, offering a turnkey solution that goes beyond simple software implementation. We provide custom-engineered frontend rendering engines and cloud functions, ensuring seamless integration with existing business systems and a 12-week roadmap to autonomous operations.
Our approach, known as the ‘Non-Negotiable Give/Get’, requires strong leadership, dedicated operational support, and immediate access to necessary data provisioning, guaranteeing successful deployment and long-term value. We deploy custom telemetry UI for executives to track firm-wide API utilization, and automate deal collateral intake and contract processing, delivering frictionless onboarding and accelerating deal cycles.
Golden Door’s core offering is the Agentic Infrastructure, a permanent AI infrastructure project, designed to eliminate human bottlenecks and drive significant ROI.
We empower financial services firms to replace manual routing layers with permanent, client-owned AI agents, streamlining workflows and boosting efficiency.
Golden Door distinguishes itself through its commitment to building institutional-grade, fully-owned client infrastructure, offering a turnkey solution that goes beyond simple software implementation. We provide custom-engineered frontend rendering engines and cloud functions, ensuring seamless integration with existing business systems and a 12-week roadmap to autonomous operations.
Our approach, known as the ‘Non-Negotiable Give/Get’, requires strong leadership, dedicated operational support, and immediate access to necessary data provisioning, guaranteeing successful deployment and long-term value. We deploy custom telemetry UI for executives to track firm-wide API utilization, and automate deal collateral intake and contract processing, delivering frictionless onboarding and accelerating deal cycles.
Golden Door’s core offering is the Agentic Infrastructure, a permanent AI infrastructure project, designed to eliminate human bottlenecks and drive significant ROI.
Financial Services
Finance
Regulatory Insurance Advisors, LLC is a Lincoln, Nebraska-based consulting firm specializing in enhancing insurance regulation for regulators and insurers.
We provide expert guidance and support across a wide range of insurance sectors, including life, health, property and casualty, and financial services. Our team assists clients with navigating complex regulatory landscapes, ensuring compliance, and optimizing their operations.
What sets RIA apart is our deep understanding of emerging regulatory issues, combined with a collaborative and transparent approach. We offer tailored solutions for market conduct, product reviews, and strategic guidance, helping our clients achieve positive outcomes and maintain consumer protection. We support regulators and governmental entities and insurers with comprehensive and unprecedented assistance.
Founded in 2016, Regulatory Insurance Advisors, LLC has quickly established a reputation for delivering high-quality services and building strong client relationships. We are committed to integrity, accountability, and providing exceptional value to our partners.
We provide expert guidance and support across a wide range of insurance sectors, including life, health, property and casualty, and financial services. Our team assists clients with navigating complex regulatory landscapes, ensuring compliance, and optimizing their operations.
What sets RIA apart is our deep understanding of emerging regulatory issues, combined with a collaborative and transparent approach. We offer tailored solutions for market conduct, product reviews, and strategic guidance, helping our clients achieve positive outcomes and maintain consumer protection. We support regulators and governmental entities and insurers with comprehensive and unprecedented assistance.
Founded in 2016, Regulatory Insurance Advisors, LLC has quickly established a reputation for delivering high-quality services and building strong client relationships. We are committed to integrity, accountability, and providing exceptional value to our partners.
Financial Services
Finance
Family Financial Centers is a Doylestown, Pennsylvania-based franchise corporation specializing in community-based financial services for the un-banked, under-banked, and small businesses.
We empower entrepreneurs to establish and grow successful check cashing and financial service centers, combining sophisticated business owners with emerging technology, compliance tools, and our proven system.
FFC provides a unique opportunity to serve a significant segment of the American population – over 50% of whom live paycheck-to-paycheck – by offering essential services like check cashing, bill payments, wire transfers, and prepaid debit cards. Our franchise model supports both new franchisees and the conversion of existing businesses, ensuring a streamlined and profitable path to success.
With over 50 locations nationwide and a strong focus on franchisee validation, Family Financial Centers is poised for continued growth and dedicated to serving those underserved by traditional banking institutions.
We empower entrepreneurs to establish and grow successful check cashing and financial service centers, combining sophisticated business owners with emerging technology, compliance tools, and our proven system.
FFC provides a unique opportunity to serve a significant segment of the American population – over 50% of whom live paycheck-to-paycheck – by offering essential services like check cashing, bill payments, wire transfers, and prepaid debit cards. Our franchise model supports both new franchisees and the conversion of existing businesses, ensuring a streamlined and profitable path to success.
With over 50 locations nationwide and a strong focus on franchisee validation, Family Financial Centers is poised for continued growth and dedicated to serving those underserved by traditional banking institutions.
Financial Services
Finance
Haven Private is a Florida-based multi-family office and fiduciary wealth advisory firm dedicated to providing customized investment management, tax-aware planning, estate coordination, and private banking guidance to successful families, business owners, and professionals.
We understand the complexities of managing significant wealth across generations. Our approach centers on building lasting relationships and acting as a trusted partner, always prioritizing your best interests.
As an employee-owned investment firm, Haven Private’s sole obligation is to our clients, ensuring unparalleled service and transparency. We combine over 100 years of collective experience with a commitment to personalized attention, making us a unique resource for safeguarding and growing your family’s legacy.
Our team of experienced professionals, including Chief Executive Officer Marc Angle and Chief Investment Officer Johnny Gibson, are dedicated to providing comprehensive wealth management solutions.
We understand the complexities of managing significant wealth across generations. Our approach centers on building lasting relationships and acting as a trusted partner, always prioritizing your best interests.
As an employee-owned investment firm, Haven Private’s sole obligation is to our clients, ensuring unparalleled service and transparency. We combine over 100 years of collective experience with a commitment to personalized attention, making us a unique resource for safeguarding and growing your family’s legacy.
Our team of experienced professionals, including Chief Executive Officer Marc Angle and Chief Investment Officer Johnny Gibson, are dedicated to providing comprehensive wealth management solutions.
Financial Services
Finance
Fusion Network is a leading corporate debt advisory firm and syndicate based in Irvine, California, specializing in connecting private companies and specialty lenders with institutional debt financing solutions.
We provide comprehensive debt capital advisory services to lower-middle market and specialty lending companies, assisting with structuring, arranging, and negotiating senior debt financings. Our expertise spans a range of financing options, including business lines of credit, working capital loans, and growth capital.
Fusion Network’s approach focuses on delivering tailored solutions for early and growth-stage companies seeking to expand their operations through strategic debt access. We also support institutional investors in identifying and acquiring diversified, technology-driven alternative assets within the capital markets. We are a trusted partner for companies navigating complex financing needs and investors seeking attractive returns.
We provide comprehensive debt capital advisory services to lower-middle market and specialty lending companies, assisting with structuring, arranging, and negotiating senior debt financings. Our expertise spans a range of financing options, including business lines of credit, working capital loans, and growth capital.
Fusion Network’s approach focuses on delivering tailored solutions for early and growth-stage companies seeking to expand their operations through strategic debt access. We also support institutional investors in identifying and acquiring diversified, technology-driven alternative assets within the capital markets. We are a trusted partner for companies navigating complex financing needs and investors seeking attractive returns.
Financial Services
Finance
Sagace Wealth Management is a St Petersburg, Florida-based partnership providing integrated wealth management solutions.
Sagace combines the wisdom of Italian heritage with a modern approach, offering a unique blend of investment, tax, and estate planning expertise. Our integrated approach, mirroring our namesake – Sagace, meaning ‘wise’ and ‘good judgment’ – ensures a holistic strategy for your financial future.
We operate as a family office, bringing together seasoned accounting and legal professionals – including experts in tax planning, business advisory, and estate law – to deliver comprehensive solutions tailored to your individual needs. Our team, led by CEO Dodd Disler, brings decades of experience in wealth management and family office operations.
At Sagace, we’re dedicated to building your legacy, providing a trusted partnership for generations to come.
Sagace combines the wisdom of Italian heritage with a modern approach, offering a unique blend of investment, tax, and estate planning expertise. Our integrated approach, mirroring our namesake – Sagace, meaning ‘wise’ and ‘good judgment’ – ensures a holistic strategy for your financial future.
We operate as a family office, bringing together seasoned accounting and legal professionals – including experts in tax planning, business advisory, and estate law – to deliver comprehensive solutions tailored to your individual needs. Our team, led by CEO Dodd Disler, brings decades of experience in wealth management and family office operations.
At Sagace, we’re dedicated to building your legacy, providing a trusted partnership for generations to come.
Financial Services
Finance
Securing Life is a leading financial platform dedicated to empowering individuals with the knowledge and tools they need to achieve financial wellness.
Based in Irvine, California, we provide a comprehensive suite of financial education and planning resources, designed to help people build a secure future.
Our platform focuses on delivering accessible and engaging financial tools, backed by expert guidance, to address critical areas such as employee wellness, financial planning, and overall financial literacy.
Securing Life is committed to making financial success attainable for everyone, fostering a community of informed and confident individuals. We’ve been featured in Forbes and ABC News, demonstrating our commitment to impactful financial education.
Based in Irvine, California, we provide a comprehensive suite of financial education and planning resources, designed to help people build a secure future.
Our platform focuses on delivering accessible and engaging financial tools, backed by expert guidance, to address critical areas such as employee wellness, financial planning, and overall financial literacy.
Securing Life is committed to making financial success attainable for everyone, fostering a community of informed and confident individuals. We’ve been featured in Forbes and ABC News, demonstrating our commitment to impactful financial education.
Financial Services
Finance
Point Credit Solutions is a debt collection agency based in Toledo, Ohio, specializing in accounts receivable analysis and solutions for businesses nationwide.
We help companies overcome payment challenges by connecting with debtors and understanding the root causes of non-payment. Our team leverages nearly 50 years of combined experience in business consulting, accounts receivable management, and communications enhancement to achieve high recovery rates.
Point Credit Solutions utilizes innovative technology and a compassionate approach to resolve delinquent accounts, offering payment plans, financing options, and assistance with job placement – all while treating customers with respect and dignity. We are committed to helping businesses recover funds efficiently and effectively, adhering to the Federal Fair Debt Collection Practices Act.
We help companies overcome payment challenges by connecting with debtors and understanding the root causes of non-payment. Our team leverages nearly 50 years of combined experience in business consulting, accounts receivable management, and communications enhancement to achieve high recovery rates.
Point Credit Solutions utilizes innovative technology and a compassionate approach to resolve delinquent accounts, offering payment plans, financing options, and assistance with job placement – all while treating customers with respect and dignity. We are committed to helping businesses recover funds efficiently and effectively, adhering to the Federal Fair Debt Collection Practices Act.
Financial Services
Finance
Fryar Financial LLC is a Durham, North Carolina-based wealth management firm specializing in comprehensive financial planning, investment management, and retirement income strategies for professionals, business owners, and retirees.
We help our clients build, protect, and transfer wealth, with a particular focus on enabling a work-optional retirement and providing clarity and confidence in their financial future.
As a fee-only, fiduciary firm, we are committed to putting your best interests first, free from conflicts of interest. Our team, led by Marcus W. Fryar, CFP®, utilizes a Dynamic Retirement Income Strategy to optimize cash flow and mitigate risks, ensuring a secure and fulfilling retirement.
Fryar Financial LLC is a member of the Fee Only Network and the National Association of Personal Financial Advisors (NAPFA), demonstrating our dedication to upholding the highest standards of financial advice. We are committed to providing personalized service and building long-term relationships based on trust and transparency.
We help our clients build, protect, and transfer wealth, with a particular focus on enabling a work-optional retirement and providing clarity and confidence in their financial future.
As a fee-only, fiduciary firm, we are committed to putting your best interests first, free from conflicts of interest. Our team, led by Marcus W. Fryar, CFP®, utilizes a Dynamic Retirement Income Strategy to optimize cash flow and mitigate risks, ensuring a secure and fulfilling retirement.
Fryar Financial LLC is a member of the Fee Only Network and the National Association of Personal Financial Advisors (NAPFA), demonstrating our dedication to upholding the highest standards of financial advice. We are committed to providing personalized service and building long-term relationships based on trust and transparency.
Financial Services
Finance
Faro Wealth is a trusted investment management firm based in Laredo, Texas, dedicated to providing tailored financial solutions to individuals, families, and organizations throughout the region.
Since 2013, we’ve focused on building long-term relationships with our clients, offering comprehensive retirement planning and financial guidance. We understand the unique needs of our community, including high net worth individuals, IRA and pension plan participants, charitable foundations, and businesses.
At Faro Wealth, we prioritize transparency and accountability, earning our clients’ trust through clear fee structures, realistic return expectations, and independent performance evaluations. Our team of experienced advisors is committed to understanding your goals and developing a personalized strategy to help you achieve financial success.
We partner with organizations that have a rich history of banking and financial excellence, ensuring our clients receive the highest level of service and expertise. We are registered with and offer securities through Kovack Securities, Inc.
Since 2013, we’ve focused on building long-term relationships with our clients, offering comprehensive retirement planning and financial guidance. We understand the unique needs of our community, including high net worth individuals, IRA and pension plan participants, charitable foundations, and businesses.
At Faro Wealth, we prioritize transparency and accountability, earning our clients’ trust through clear fee structures, realistic return expectations, and independent performance evaluations. Our team of experienced advisors is committed to understanding your goals and developing a personalized strategy to help you achieve financial success.
We partner with organizations that have a rich history of banking and financial excellence, ensuring our clients receive the highest level of service and expertise. We are registered with and offer securities through Kovack Securities, Inc.
Financial Services
Finance
Mick’s Financial Services LLC is an independent WFG Agency based in Marshalltown, Iowa, dedicated to providing comprehensive financial solutions to individuals and aspiring business owners.
We specialize in empowering clients with the knowledge and tools to build a secure financial future, offering a wide range of services including financial education, wealth accumulation strategies, retirement planning, and life protection.
As an affiliate of World Financial Group (WFG), we focus on delivering complimentary, education-based consultations and seminars, alongside in-house referral partners who offer specialized services in estate planning. Our goal is to equip individuals with the resources they need to achieve their financial goals and build lasting wealth.
Mick’s Financial Services is committed to fostering financial literacy and supporting the growth of financial services entrepreneurs, enabling families to access the resources necessary for a brighter tomorrow.
We specialize in empowering clients with the knowledge and tools to build a secure financial future, offering a wide range of services including financial education, wealth accumulation strategies, retirement planning, and life protection.
As an affiliate of World Financial Group (WFG), we focus on delivering complimentary, education-based consultations and seminars, alongside in-house referral partners who offer specialized services in estate planning. Our goal is to equip individuals with the resources they need to achieve their financial goals and build lasting wealth.
Mick’s Financial Services is committed to fostering financial literacy and supporting the growth of financial services entrepreneurs, enabling families to access the resources necessary for a brighter tomorrow.
Financial Services
Finance
Ansley Capital Group is a leading investment bank specializing in healthcare technology and services, based in Bloomfield Hills, Michigan.
We provide strategic financial advisory, capital raising, and M&A services to entrepreneurs and founders operating within the complex healthcare payer landscape.
Ansley distinguishes itself through our Operating Partner model, combining traditional investment banking expertise with the deep subject matter knowledge of seasoned industry veterans, offering a unique advantage in navigating healthcare transactions. Our team leverages decades of experience to guide clients through strategic decisions and secure optimal outcomes.
Founded in 1999, Ansley has successfully executed transactions exceeding $1 billion, fostering strong relationships with venture capital, private equity, and strategic buyers across key sectors including health plan administration, pharmacy benefit management, and digital health analytics.
We provide strategic financial advisory, capital raising, and M&A services to entrepreneurs and founders operating within the complex healthcare payer landscape.
Ansley distinguishes itself through our Operating Partner model, combining traditional investment banking expertise with the deep subject matter knowledge of seasoned industry veterans, offering a unique advantage in navigating healthcare transactions. Our team leverages decades of experience to guide clients through strategic decisions and secure optimal outcomes.
Founded in 1999, Ansley has successfully executed transactions exceeding $1 billion, fostering strong relationships with venture capital, private equity, and strategic buyers across key sectors including health plan administration, pharmacy benefit management, and digital health analytics.
Financial Services
Finance
Company Name | Location | Category | Employees | Website |
|---|---|---|---|---|
St. Petersburg, United States (US) | Finance and Banking Finance and Banking | 2-10 | https://www.mandmwealthmanagement.com | |
St. Petersburg, United States (US) | Finance and Banking Finance and Banking | 2-10 | http://www.thinknewfound.com | |
Provo, United States (US) | Finance and Banking Finance and Banking | 2-10 | http://www.Fundwise.com | |
Charlotte, United States (US) | Finance and Banking Finance and Banking | 2-10 | http://www.nbifinancialgroup.com | |
Lincoln, United States (US) | Finance and Banking Finance and Banking | 2-10 | http://mynestimate.com | |
Tampa, United States (US) | Finance and Banking Finance and Banking | 2-10 | http://www.nextpayglobal.com | |
Plano, United States (US) | Finance and Banking Finance and Banking | 2-10 | http://www.goTruePay.com | |
Orlando, United States (US) | Finance and Banking Finance and Banking | 2-10 | https://thefractionalanalyst.com/ | |
Scottsdale, United States (US) | Finance and Banking Finance and Banking | 2-10 | http://www.WainCapital.com | |
St Petersburg, United States (US) | Finance and Banking Finance and Banking | 2-10 | http://www.bvs-llc.net | |
Orlando, United States (US) | Finance and Banking Finance and Banking | 2-10 | https://loancalc-pro.com/ | |
St. Petersburg, United States (US) | Finance and Banking Finance and Banking | 2-10 | http://adelphitrust.com | |
St Petersburg, United States (US) | Finance and Banking Finance and Banking | 2-10 | https://www.seedfunders.com | |
San Diego, United States (US) | Finance and Banking Finance and Banking | 2-10 | https://alliedlegacypartners.com/ | |
Orlando, United States (US) | Finance and Banking Finance and Banking | 2-10 | http://www.quantdata.us | |
Irvine, United States (US) | Finance and Banking Finance and Banking | 2-10 | http://www.cornerstone-lg.com | |
Greensboro, United States (US) | Finance and Banking Finance and Banking | 2-10 | http://www.sfs-inc.net/ | |
Plano, United States (US) | Finance and Banking Finance and Banking | 2-10 | http://www.chapwoodinvestments.com | |
Newark, United States (US) | Finance and Banking Finance and Banking | 2-10 | http://www.mongecapital.com | |
Plano, United States (US) | Finance and Banking Finance and Banking | 2-10 | http://www.mypaymentsavvy.com | |
Venice, United States (US) | Finance and Banking Finance and Banking | 2-10 | http://www.baobabwealth.com/ | |
Boca Raton, United States (US) | Finance and Banking Finance and Banking | 2-10 | http://www.somanforensics.com | |
Durham, United States (US) | Finance and Banking Finance and Banking | 2-10 | https://theinstitutenc.org/icap/ | |
Redington Shores, United States (US) | Finance and Banking Finance and Banking | 2-10 | http://targetretirementsolutions.com/ | |
Orlando, United States (US) | Finance and Banking Finance and Banking | 2-10 | http://www.kitovinvestment.com | |
Irvine, United States (US) | Finance and Banking Finance and Banking | 2-10 | http://www.curevenue.com | |
Orlando, United States (US) | Finance and Banking Finance and Banking | 2-10 | https://www.ncfgiving.com/orlando/ | |
Newark, United States (US) | Finance and Banking Finance and Banking | 2-10 | http://www.rljcredit.com | |
Plano, United States (US) | Finance and Banking Finance and Banking | 2-10 | http://www.wolfe-investments.com | |
Fort Wayne, United States (US) | Finance and Banking Finance and Banking | 2-10 | http://www.kingcommercialcapital.com | |
Los Angeles, United States (US) | Finance and Banking Finance and Banking | 2-10 | https://diamantcarre.com/ | |
New York, United States (US) | Finance and Banking Finance and Banking | 2-10 | http://www.blueribboncfos.com | |
Irvine, United States (US) | Finance and Banking Finance and Banking | 2-10 | http://www.koreconx.com | |
Orlando, United States (US) | Finance and Banking Finance and Banking | 2-10 | http://www.anthonyjosephmortgage.com | |
Toledo, United States (US) | Finance and Banking Finance and Banking | 2-10 | http://www.FrontStreetLtd.com | |
Laredo, United States (US) | Finance and Banking Finance and Banking | 2-10 | http://www.crestaadvisors.com | |
Plano, United States (US) | Finance and Banking Finance and Banking | 2-10 | http://www.intergendata.com | |
Orlando, United States (US) | Finance and Banking Finance and Banking | 2-10 | http://panemproject.etsy.com | |
Newark, United States (US) | Finance and Banking Finance and Banking | 2-10 | http://www.goldendoorasset.com | |
Lincoln, United States (US) | Finance and Banking Finance and Banking | 2-10 | http://www.riaconsulting.net | |
Doylestown, United States (US) | Finance and Banking Finance and Banking | 2-10 | http://www.FFCFranchising.com | |
Orlando, United States (US) | Finance and Banking Finance and Banking | 2-10 | https://www.havenprivate.com | |
Irvine, United States (US) | Finance and Banking Finance and Banking | 2-10 | http://www.fusionnetwork.xyz | |
St Petersburg, United States (US) | Finance and Banking Finance and Banking | 2-10 | http://www.sagacewealth.com | |
Irvine, United States (US) | Finance and Banking Finance and Banking | 2-10 | http://securing-life.com | |
Toledo, United States (US) | Finance and Banking Finance and Banking | 2-10 | http://www.pointcreditsolutions.com | |
Durham, United States (US) | Finance and Banking Finance and Banking | 2-10 | https://fryarfinancial.com | |
Laredo, United States (US) | Finance and Banking Finance and Banking | 2-10 | http://www.farowealth.com | |
Marshalltown, United States (US) | Finance and Banking Finance and Banking | 2-10 | http://Micksfinancialservices.com | |
Bloomfield Hills, United States (US) | Finance and Banking Finance and Banking | 2-10 | http://www.ansleycapital.com |
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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.
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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.