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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First Option Capital is a leading financial solutions provider based in Irvine, California, specializing in vendor finance, equipment financing, and working capital for businesses.
We empower businesses of all sizes – from startups to Fortune 500 companies – to achieve their growth objectives by providing competitive finance and lease programs. Our experienced professionals offer a streamlined approach to securing capital, eliminating red tape and minimizing the impact on company cash flow.
At First Option Capital, we’re dedicated to understanding your unique needs and developing customized roadmaps to maximize your return on investment and drive sustainable success. We’re the catalyst to help your business reach that critical next stage of performance. Call 800.603.3945 for a phone consultation.
We empower businesses of all sizes – from startups to Fortune 500 companies – to achieve their growth objectives by providing competitive finance and lease programs. Our experienced professionals offer a streamlined approach to securing capital, eliminating red tape and minimizing the impact on company cash flow.
At First Option Capital, we’re dedicated to understanding your unique needs and developing customized roadmaps to maximize your return on investment and drive sustainable success. We’re the catalyst to help your business reach that critical next stage of performance. Call 800.603.3945 for a phone consultation.
Financial Services
Finance
Gylie is a US-based blockchain protocol specializing in fast, economical, and proficient digital asset exchange and cryptocurrency transactions.
We provide a robust and scalable solution for businesses and individuals seeking seamless integration with the evolving world of Web3. Our core technology, a Blockchain Settlement Coordinator (BSC), facilitates secure and efficient transfers of digital assets, reducing friction and lowering transaction costs.
Gylie’s protocol is designed to support a wide range of digital assets and cryptocurrencies, offering a flexible and adaptable platform for the future of decentralized finance. We are focused on building the infrastructure for a more efficient and accessible digital economy.
Founded in 2021 and currently operating with a small team based in Orlando, Florida, Gylie is committed to innovation and driving the adoption of blockchain technology.
We provide a robust and scalable solution for businesses and individuals seeking seamless integration with the evolving world of Web3. Our core technology, a Blockchain Settlement Coordinator (BSC), facilitates secure and efficient transfers of digital assets, reducing friction and lowering transaction costs.
Gylie’s protocol is designed to support a wide range of digital assets and cryptocurrencies, offering a flexible and adaptable platform for the future of decentralized finance. We are focused on building the infrastructure for a more efficient and accessible digital economy.
Founded in 2021 and currently operating with a small team based in Orlando, Florida, Gylie is committed to innovation and driving the adoption of blockchain technology.
Financial Services
Finance
Prosperity Wealth Planning is a financial planning firm based in Irvine, California, dedicated to providing personalized holistic financial solutions to automotive professionals and retirees.
We specialize in building strong, trusting relationships with our clients, offering comprehensive services including investment management, tax planning, charitable contributions, and estate planning.
At Prosperity Wealth Planning, we prioritize client-focused service, simplifying complex financial decisions and ensuring transparency throughout the planning process. Our team is committed to helping you achieve your financial goals with clarity and confidence.
Founded in 2019, we’ve grown to serve clients across California, Texas, and beyond, consistently delivering tailored strategies and exceptional support. We are a fiduciary, placing your best interests above all else.
We specialize in building strong, trusting relationships with our clients, offering comprehensive services including investment management, tax planning, charitable contributions, and estate planning.
At Prosperity Wealth Planning, we prioritize client-focused service, simplifying complex financial decisions and ensuring transparency throughout the planning process. Our team is committed to helping you achieve your financial goals with clarity and confidence.
Founded in 2019, we’ve grown to serve clients across California, Texas, and beyond, consistently delivering tailored strategies and exceptional support. We are a fiduciary, placing your best interests above all else.
Financial Services
Finance
Blockchain Global Capital is a Columbus, Ohio-based digital asset hedge fund specializing in Bitcoin and Ethereum trading strategies.
We empower accredited investors to participate in the cryptocurrency market through advanced algorithmic trading models, minimizing risk and maximizing portfolio performance. Our approach leverages automation to eliminate human bias, resulting in faster and more accurate trading decisions.
Blockchain Global Capital utilizes on-chain analysis, technical analysis, and trend algorithms to create well-balanced portfolios and reduce exposure to volatility. We offer secure cold storage practices, including physical hardware wallets and multi-factor authentication, alongside transparent reporting and K-1 tax forms.
Committed to client success, we provide regular updates, proactive support, and a dedicated team of experts with diverse backgrounds in finance, technology, and data science. We offer remote Q&A sessions and maintain a strong focus on regulatory compliance and ethical standards.
We empower accredited investors to participate in the cryptocurrency market through advanced algorithmic trading models, minimizing risk and maximizing portfolio performance. Our approach leverages automation to eliminate human bias, resulting in faster and more accurate trading decisions.
Blockchain Global Capital utilizes on-chain analysis, technical analysis, and trend algorithms to create well-balanced portfolios and reduce exposure to volatility. We offer secure cold storage practices, including physical hardware wallets and multi-factor authentication, alongside transparent reporting and K-1 tax forms.
Committed to client success, we provide regular updates, proactive support, and a dedicated team of experts with diverse backgrounds in finance, technology, and data science. We offer remote Q&A sessions and maintain a strong focus on regulatory compliance and ethical standards.
Financial Services
Finance
Dowell Financial Group is a leading provider of comprehensive financial solutions for entrepreneurs and small businesses in Florida and beyond. We specialize in empowering individuals to launch and grow their own tax and accounting businesses through our TSG ProAdvisor membership platform.
Our platform offers access to world-class tax and accounting education, alongside essential professional tools like tax software, bookkeeping, and payroll solutions. We provide ongoing support and resources to help members succeed in the competitive financial services landscape.
Dowell Financial Group is dedicated to simplifying the complexities of starting and running a successful financial business, offering a streamlined path to profitability and growth. We support business development, insurance, and life insurance needs alongside our core tax and accounting services.
Founded in 2019, we’ve quickly grown to serve over 376 professionals and are committed to fostering a thriving community of financial advisors.
Our platform offers access to world-class tax and accounting education, alongside essential professional tools like tax software, bookkeeping, and payroll solutions. We provide ongoing support and resources to help members succeed in the competitive financial services landscape.
Dowell Financial Group is dedicated to simplifying the complexities of starting and running a successful financial business, offering a streamlined path to profitability and growth. We support business development, insurance, and life insurance needs alongside our core tax and accounting services.
Founded in 2019, we’ve quickly grown to serve over 376 professionals and are committed to fostering a thriving community of financial advisors.
Financial Services
Finance
Hard Money Lender Direct is a Boston, Massachusetts-based hard money lender specializing in providing fast and flexible financing solutions for real estate investors.
We connect borrowers with a network of direct hard money lenders, offering a wide range of loan programs including fix and flip, new construction, rental property, and cash-out refinance options. Our goal is to simplify the investment process and provide access to capital when and where it’s needed most.
Leveraging decades of industry experience and proprietary data analytics, we match investors with the best possible lender for their specific needs, ensuring competitive rates and efficient closings. We pride ourselves on a streamlined application process, no credit checks, and a commitment to transparency.
With a strong presence across New England and Florida, Hard Money Lender Direct is dedicated to supporting the growth of real estate investment communities.
We connect borrowers with a network of direct hard money lenders, offering a wide range of loan programs including fix and flip, new construction, rental property, and cash-out refinance options. Our goal is to simplify the investment process and provide access to capital when and where it’s needed most.
Leveraging decades of industry experience and proprietary data analytics, we match investors with the best possible lender for their specific needs, ensuring competitive rates and efficient closings. We pride ourselves on a streamlined application process, no credit checks, and a commitment to transparency.
With a strong presence across New England and Florida, Hard Money Lender Direct is dedicated to supporting the growth of real estate investment communities.
Financial Services
Finance
Madam Nymphadora, CUDE is a Lincoln, Nebraska-based entertainment and development educator dedicated to fostering financial inclusion and representation.
As a champion of the Credit Union Movement since 2012, Madam Nymphadora leverages her experience in philanthropy, advocacy, and community development to empower underserved communities. She specializes in delivering engaging workshops focused on diversity, equity, and inclusion, particularly concerning LGBTQ+ populations, utilizing research and real-life experience to raise awareness and promote socioeconomic freedom.
Through dynamic entertainment and educational outreach, Madam Nymphadora provides a unique approach to leadership development and community engagement, fostering authentic connections and driving positive social change. Her work directly supports financial literacy and equitable opportunities for all.
As a champion of the Credit Union Movement since 2012, Madam Nymphadora leverages her experience in philanthropy, advocacy, and community development to empower underserved communities. She specializes in delivering engaging workshops focused on diversity, equity, and inclusion, particularly concerning LGBTQ+ populations, utilizing research and real-life experience to raise awareness and promote socioeconomic freedom.
Through dynamic entertainment and educational outreach, Madam Nymphadora provides a unique approach to leadership development and community engagement, fostering authentic connections and driving positive social change. Her work directly supports financial literacy and equitable opportunities for all.
Financial Services
Finance
ATuM is a leading crypto ATM network operating across Massachusetts, New Jersey, and Florida, providing convenient access to the top cryptocurrencies using cash.
We connect millions of unbanked and underbanked Americans with the rapidly growing world of digital assets, including Bitcoin and other leading cryptocurrencies with a total market capitalization exceeding $1 trillion USD.
ATuM’s commitment to compliance and consumer protection, combined with our seamless user experience, makes us the fastest-growing crypto ATM network in North America. We are dedicated to bridging the gap between traditional finance and the future of decentralized finance.
Founded in 2017, ATuM continues to expand its network and enhance its services, solidifying its position as a trusted provider in the evolving fintech landscape.
We connect millions of unbanked and underbanked Americans with the rapidly growing world of digital assets, including Bitcoin and other leading cryptocurrencies with a total market capitalization exceeding $1 trillion USD.
ATuM’s commitment to compliance and consumer protection, combined with our seamless user experience, makes us the fastest-growing crypto ATM network in North America. We are dedicated to bridging the gap between traditional finance and the future of decentralized finance.
Founded in 2017, ATuM continues to expand its network and enhance its services, solidifying its position as a trusted provider in the evolving fintech landscape.
Financial Services
Finance
HeistenWrenn Private Wealth is a leading Financial Planning firm based in Anchorage, Alaska, dedicated to providing tailored investment strategies and comprehensive wealth management services to Women Entrepreneurs and Oil Workers.
We understand the unique financial challenges faced by these demographics – from navigating business ownership complexities to planning for long-term retirement amidst fluctuating energy markets. Our approach centers on building lasting relationships, offering personalized guidance, and prioritizing your time and peace of mind.
As a family-owned business, we bring a deep understanding of the Alaskan community and a commitment to ethical, client-first practices. We are a registered investment advisor (RIA) with the SEC, and our fee-only model ensures our interests align with yours. We believe in helping you achieve your financial goals with confidence and clarity.
We are proud to support local charities, contributing $42,500 to date, and are dedicated to making a positive impact on our community. Let us help you build a secure and fulfilling future.
We understand the unique financial challenges faced by these demographics – from navigating business ownership complexities to planning for long-term retirement amidst fluctuating energy markets. Our approach centers on building lasting relationships, offering personalized guidance, and prioritizing your time and peace of mind.
As a family-owned business, we bring a deep understanding of the Alaskan community and a commitment to ethical, client-first practices. We are a registered investment advisor (RIA) with the SEC, and our fee-only model ensures our interests align with yours. We believe in helping you achieve your financial goals with confidence and clarity.
We are proud to support local charities, contributing $42,500 to date, and are dedicated to making a positive impact on our community. Let us help you build a secure and fulfilling future.
Financial Services
Finance
Wingman Payments is an Atlanta, GA-based merchant services provider dedicated to simplifying payment processing for small and mid-sized businesses.
We specialize in delivering comprehensive solutions, including credit card processing, ACH payments, event management, and PCI compliance services, all designed to reduce costs and streamline operations.
What sets Wingman Payments apart is our commitment to transparent pricing and personalized support, ensuring businesses have the tools and expertise they need to grow confidently. We leverage technology like Dejavoo and Lavu POS systems to provide modern, reliable solutions tailored to diverse industries – from retail and restaurants to healthcare and event management.
Partner with Wingman Payments and let us handle the complexities of payment processing, so you can focus on what matters most: building your business.
We specialize in delivering comprehensive solutions, including credit card processing, ACH payments, event management, and PCI compliance services, all designed to reduce costs and streamline operations.
What sets Wingman Payments apart is our commitment to transparent pricing and personalized support, ensuring businesses have the tools and expertise they need to grow confidently. We leverage technology like Dejavoo and Lavu POS systems to provide modern, reliable solutions tailored to diverse industries – from retail and restaurants to healthcare and event management.
Partner with Wingman Payments and let us handle the complexities of payment processing, so you can focus on what matters most: building your business.
Financial Services
Finance
Diamond Advisor Group is a Durham, North Carolina-based financial advisory firm dedicated to helping educators optimize their retirement plans. We simplify complex financial concepts, providing personalized guidance to ensure educators create a clear picture of their family’s financial future and save on taxes to achieve their desired legacy.
Our approach centers on a three-step process: Discovery, Financial Review, and Completion, all guided by a fiduciary standard, prioritizing the client’s best interests above all else. We treat each client’s financial plans, goals, and needs as unique, offering tailored solutions based on individual circumstances.
With 60+ years of combined experience among our licensed advisors – operating in North Carolina, South Carolina, and Virginia – and a proven track record of over 1100 satisfied clients, Diamond Advisor Group provides peace of mind and expertise. We are committed to building a financial future for educators, one personalized plan at a time.
Our approach centers on a three-step process: Discovery, Financial Review, and Completion, all guided by a fiduciary standard, prioritizing the client’s best interests above all else. We treat each client’s financial plans, goals, and needs as unique, offering tailored solutions based on individual circumstances.
With 60+ years of combined experience among our licensed advisors – operating in North Carolina, South Carolina, and Virginia – and a proven track record of over 1100 satisfied clients, Diamond Advisor Group provides peace of mind and expertise. We are committed to building a financial future for educators, one personalized plan at a time.
Financial Services
Finance
McDonough Capital Management is a privately held financial advisory firm based in Orlando, Florida, dedicated to providing personalized wealth management solutions to high-net-worth individuals, business owners, physicians, and Lockheed Martin employees.
We specialize in crafting tailored financial roadmaps, encompassing investment planning, retirement planning, tax planning, estate planning, and more, all designed to help our clients achieve their long-term financial goals.
What distinguishes McDonough Capital Management is our commitment to a fiduciary standard, prioritizing your interests above all else, and our extensive experience in navigating complex financial landscapes. We operate without proprietary products or quotas, offering unbiased advice and a truly client-centric approach.
As a Registered Investment Advisor and Certified Financial Planner, we’ve been recognized as the ‘Best Financial Advisors in Orlando’ and ‘Best Tax Services in Orlando’ by Expertise.com for nine consecutive years, reflecting our dedication to excellence and community impact.
We specialize in crafting tailored financial roadmaps, encompassing investment planning, retirement planning, tax planning, estate planning, and more, all designed to help our clients achieve their long-term financial goals.
What distinguishes McDonough Capital Management is our commitment to a fiduciary standard, prioritizing your interests above all else, and our extensive experience in navigating complex financial landscapes. We operate without proprietary products or quotas, offering unbiased advice and a truly client-centric approach.
As a Registered Investment Advisor and Certified Financial Planner, we’ve been recognized as the ‘Best Financial Advisors in Orlando’ and ‘Best Tax Services in Orlando’ by Expertise.com for nine consecutive years, reflecting our dedication to excellence and community impact.
Financial Services
Finance
Cordasco Financial Network is a leading financial planning firm based in Naples, Florida, dedicated to helping individuals, families, business owners, charities, and foundations build secure and fulfilling lives.
We understand that financial planning is more than just investments and returns; it’s about aligning your wealth with your values and life goals. Our approach centers on providing clarity, education, and personalized guidance to help you navigate the complexities of wealth management.
As fiduciaries, we collaborate with you to develop a customized life and wealth plan that evolves alongside your changing priorities. We’ve been recognized as a ‘Top Financial Advisor in Philadelphia’ by Smart Asset and are a recommended advisor of the Dave Ramsey Smartvestor Pro Program, appearing in publications like Barron’s and USA Today. We prioritize your comfort and confidence, offering a clear vision of the path to your financial success. We specialize in Wealth Planning and Investment Management, ensuring your financial future is secure and aligned with your aspirations.
We understand that financial planning is more than just investments and returns; it’s about aligning your wealth with your values and life goals. Our approach centers on providing clarity, education, and personalized guidance to help you navigate the complexities of wealth management.
As fiduciaries, we collaborate with you to develop a customized life and wealth plan that evolves alongside your changing priorities. We’ve been recognized as a ‘Top Financial Advisor in Philadelphia’ by Smart Asset and are a recommended advisor of the Dave Ramsey Smartvestor Pro Program, appearing in publications like Barron’s and USA Today. We prioritize your comfort and confidence, offering a clear vision of the path to your financial success. We specialize in Wealth Planning and Investment Management, ensuring your financial future is secure and aligned with your aspirations.
Financial Services
Finance
MRB Capital Group is an independent, comprehensive financial services firm based in Orlando, Florida, dedicated to providing exceptional planning, investment management, and life insurance solutions to individuals, families, and small business owners.
We specialize in crafting personalized financial strategies designed to meet your unique needs, encompassing retirement planning, education funding, tax optimization, and legacy development. Our team of experienced professionals offers a holistic approach, ensuring clarity, confidence, and control over your entire financial life.
What sets MRB Capital Group apart is our fiduciary commitment to acting solely in your best interest, combined with a data-driven approach and a dedication to long-term success. We partner with top companies and organizations to deliver innovative solutions and support your financial aspirations.
Founded in 2023, we’ve grown to manage over $5 million in assets and serve clients across Florida, Georgia, Minnesota, and Texas, providing expert guidance and tailored support every step of the way.
We specialize in crafting personalized financial strategies designed to meet your unique needs, encompassing retirement planning, education funding, tax optimization, and legacy development. Our team of experienced professionals offers a holistic approach, ensuring clarity, confidence, and control over your entire financial life.
What sets MRB Capital Group apart is our fiduciary commitment to acting solely in your best interest, combined with a data-driven approach and a dedication to long-term success. We partner with top companies and organizations to deliver innovative solutions and support your financial aspirations.
Founded in 2023, we’ve grown to manage over $5 million in assets and serve clients across Florida, Georgia, Minnesota, and Texas, providing expert guidance and tailored support every step of the way.
Financial Services
Finance
Talent Foreign Exchange is a California-based provider of international payments and foreign exchange solutions, serving businesses globally.
We specialize in streamlining international transactions, reducing risk, and saving companies valuable time.
Talent Foreign Exchange leverages decades of experience and cutting-edge technology to offer a comprehensive approach to currency management, supporting businesses of all sizes in navigating the complexities of global commerce. Our team of experts focuses on delivering tailored solutions to meet specific needs, ensuring seamless and secure international payments.
With a strong foundation built on customer-centricity and a commitment to innovation, Talent Foreign Exchange is dedicated to helping businesses thrive in the global marketplace.
We specialize in streamlining international transactions, reducing risk, and saving companies valuable time.
Talent Foreign Exchange leverages decades of experience and cutting-edge technology to offer a comprehensive approach to currency management, supporting businesses of all sizes in navigating the complexities of global commerce. Our team of experts focuses on delivering tailored solutions to meet specific needs, ensuring seamless and secure international payments.
With a strong foundation built on customer-centricity and a commitment to innovation, Talent Foreign Exchange is dedicated to helping businesses thrive in the global marketplace.
Financial Services
Finance
Proxy Analytics is a corporate governance intelligence firm based in Newark, New Jersey, specializing in providing superior insight into trends in institutional voting practices and ESG data.
We serve leading investment firms, asset managers, and corporate governance teams who need to proactively evaluate shareholder engagement strategies and predict proxy voting outcomes. Our platform empowers clients to more efficiently analyze critical governance matters and effectively engage with their shareholder base.
What sets Proxy Analytics apart is our comprehensive data set – encompassing over 3,200 meetings tracked, 28,000 categorized proposals, and 15 million voting records captured annually – combined with proprietary algorithms to gauge advisory firm influence and deliver actionable intelligence. We offer Access Governance and consulting services to support clients in order to evaluate data, engage with their shareholders, predict the outcomes of proxy votes before they take place, and make informed decisions about their governance practices.
We serve leading investment firms, asset managers, and corporate governance teams who need to proactively evaluate shareholder engagement strategies and predict proxy voting outcomes. Our platform empowers clients to more efficiently analyze critical governance matters and effectively engage with their shareholder base.
What sets Proxy Analytics apart is our comprehensive data set – encompassing over 3,200 meetings tracked, 28,000 categorized proposals, and 15 million voting records captured annually – combined with proprietary algorithms to gauge advisory firm influence and deliver actionable intelligence. We offer Access Governance and consulting services to support clients in order to evaluate data, engage with their shareholders, predict the outcomes of proxy votes before they take place, and make informed decisions about their governance practices.
Financial Services
Finance
Blue Mahoe Holdings is a Bahamas-based investment holding company focused on delivering wealth creation opportunities in the Caribbean and beyond.
We invest in a diverse portfolio of high-quality businesses across sectors like real estate, asset management, private credit, and consumer goods, primarily within the Caribbean region. Our strategy centers on long-term ownership of established businesses with strong management teams.
Blue Mahoe Holdings distinguishes itself by prioritizing impact investing and sustainable growth, aligning with the UN Sustainable Development Goals. We offer investors access to these opportunities with as little as US$100, democratizing wealth creation and fostering economic development in the region. We are committed to responsible investment practices and building generational wealth for our clients.
We invest in a diverse portfolio of high-quality businesses across sectors like real estate, asset management, private credit, and consumer goods, primarily within the Caribbean region. Our strategy centers on long-term ownership of established businesses with strong management teams.
Blue Mahoe Holdings distinguishes itself by prioritizing impact investing and sustainable growth, aligning with the UN Sustainable Development Goals. We offer investors access to these opportunities with as little as US$100, democratizing wealth creation and fostering economic development in the region. We are committed to responsible investment practices and building generational wealth for our clients.
Financial Services
Finance
Field Elevate is a Durham, North Carolina-based institutional digital asset investment firm utilizing AI-enhanced insight and institutional research platform strategy.
We serve family offices, RIAs, and accredited investors, providing them with disciplined buy-and-hold strategies and transparent, compliant access to digital asset portfolios.
Field Elevate distinguishes itself through its research-first approach, combining proprietary models with AI-powered analysis to identify undervalued blockchain infrastructure and systematically scale out as valuations mature. Our commitment to institutional operations, including custody with Coinbase and independent third-party reporting, ensures a robust and reliable investment experience.
Founded in 2022, Field Elevate is committed to delivering long-term value through a disciplined and transparent investment process.
We serve family offices, RIAs, and accredited investors, providing them with disciplined buy-and-hold strategies and transparent, compliant access to digital asset portfolios.
Field Elevate distinguishes itself through its research-first approach, combining proprietary models with AI-powered analysis to identify undervalued blockchain infrastructure and systematically scale out as valuations mature. Our commitment to institutional operations, including custody with Coinbase and independent third-party reporting, ensures a robust and reliable investment experience.
Founded in 2022, Field Elevate is committed to delivering long-term value through a disciplined and transparent investment process.
Financial Services
Finance
JourneyGuide Planning Software is a Fort Wayne, Indiana-based retirement planning software company dedicated to simplifying retirement income planning for financial advisors.
We empower advisors to create competitive plans and improve client outcomes by providing an interactive platform that addresses longevity risk and sequence of return risk – two critical factors in retirement planning. JourneyGuide allows advisors to work directly with clients, offering personalized solutions and fostering a collaborative planning experience.
Founded in 2015, JourneyGuide has grown from a simple Excel spreadsheet to a sophisticated software solution, driven by a mission to exceed customer expectations and provide the best possible outcome for their clients. Our team of experienced financial services and technology veterans is committed to disrupting the industry and changing the way people think about retirement.
We empower advisors to create competitive plans and improve client outcomes by providing an interactive platform that addresses longevity risk and sequence of return risk – two critical factors in retirement planning. JourneyGuide allows advisors to work directly with clients, offering personalized solutions and fostering a collaborative planning experience.
Founded in 2015, JourneyGuide has grown from a simple Excel spreadsheet to a sophisticated software solution, driven by a mission to exceed customer expectations and provide the best possible outcome for their clients. Our team of experienced financial services and technology veterans is committed to disrupting the industry and changing the way people think about retirement.
Financial Services
Finance
Bold Brain Capital is a Durham, North Carolina-based venture capital firm specializing in the AI revolution within healthcare.
We focus on investing in early-stage life sciences companies developing groundbreaking AI-enabled technologies.
Bold Brain Capital brings together the experience of our General Partners with our proprietary physician Bold Brain Network™, a network of over 1000 doctors, to invest in innovative startups. Our mission is to foster a channel that directly involves physicians in the evolution of medical AI, ultimately improving patient care and physician practices.
Founded by experienced doctors, operators, and entrepreneurs, we’ve raised over $140 million for our portfolio companies and are positioned to capitalize on the $14.2 billion AI medical imaging market by 2032.
We focus on investing in early-stage life sciences companies developing groundbreaking AI-enabled technologies.
Bold Brain Capital brings together the experience of our General Partners with our proprietary physician Bold Brain Network™, a network of over 1000 doctors, to invest in innovative startups. Our mission is to foster a channel that directly involves physicians in the evolution of medical AI, ultimately improving patient care and physician practices.
Founded by experienced doctors, operators, and entrepreneurs, we’ve raised over $140 million for our portfolio companies and are positioned to capitalize on the $14.2 billion AI medical imaging market by 2032.
Financial Services
Finance
Cedent Mortgage LLC is a leading mortgage lender serving clients in Plano, Texas, and across the United States. We specialize in providing competitive home loans and refinancing options, simplifying the home buying and lending process.
At Cedent Mortgage, we understand that securing a mortgage can be complex. Our team is dedicated to assisting borrowers with home loans, refinance options, and navigating the entire loan process with honesty and integrity.
We partner with top-tier financial institutions to ensure our clients receive the most favorable interest rates and closing costs available. Our commitment is to deliver a seamless and stress-free experience, built on trust and expertise. Founded in 2019, we’ve quickly established ourselves as a reliable partner for individuals and families seeking financial solutions.
We pride ourselves on our responsiveness and dedication to customer satisfaction, offering personalized service and expert guidance every step of the way.
At Cedent Mortgage, we understand that securing a mortgage can be complex. Our team is dedicated to assisting borrowers with home loans, refinance options, and navigating the entire loan process with honesty and integrity.
We partner with top-tier financial institutions to ensure our clients receive the most favorable interest rates and closing costs available. Our commitment is to deliver a seamless and stress-free experience, built on trust and expertise. Founded in 2019, we’ve quickly established ourselves as a reliable partner for individuals and families seeking financial solutions.
We pride ourselves on our responsiveness and dedication to customer satisfaction, offering personalized service and expert guidance every step of the way.
Financial Services
Finance
Sound Foundation Wealth Advisors is a Portland, Oregon-based independent wealth management firm dedicated to providing custom-tailored financial planning solutions.
We serve a diverse clientele, including tech professionals, university staff, healthcare employees, and business owners, helping them achieve financial clarity and build a secure future. Our approach focuses on understanding each client’s unique circumstances and goals, offering personalized strategies for retirement planning, investment management, and tax optimization.
As an independent firm, we prioritize your best interests, free from conflicts of interest, and we succeed when you succeed. We offer a comprehensive suite of services, including IRA management, 403(b) / 401(a) / 401k management, and life insurance, all designed to support your long-term financial well-being.
We serve a diverse clientele, including tech professionals, university staff, healthcare employees, and business owners, helping them achieve financial clarity and build a secure future. Our approach focuses on understanding each client’s unique circumstances and goals, offering personalized strategies for retirement planning, investment management, and tax optimization.
As an independent firm, we prioritize your best interests, free from conflicts of interest, and we succeed when you succeed. We offer a comprehensive suite of services, including IRA management, 403(b) / 401(a) / 401k management, and life insurance, all designed to support your long-term financial well-being.
Financial Services
Finance
LRM Lender Consultants Inc is a Irvine, California-based SBA lender service provider dedicated to helping SBA lenders succeed. With over three decades of experience, we offer comprehensive solutions, including SBA lender services, consulting, packaging & closing, loan reviews, intensive servicing & liquidation, and training.
We specialize in supporting SBA lenders nationwide, providing expert guidance and resources to navigate the complexities of SBA lending. Our team helps clients build and enhance their SBA loan programs, ensuring compliance with the latest SBA guidelines and regulations.
LRM Lender Consultants acts as a trusted partner, offering strategic insights, problem-solving capabilities, and a commitment to long-term success for our clients. We are your resource for SBA lender services, helping you maintain a solid program and achieve your lending goals. SBA Lender Services, Consulting, Packaging & Closing, Loan Reviews, Intensive Servicing & Liquidation, Training
We specialize in supporting SBA lenders nationwide, providing expert guidance and resources to navigate the complexities of SBA lending. Our team helps clients build and enhance their SBA loan programs, ensuring compliance with the latest SBA guidelines and regulations.
LRM Lender Consultants acts as a trusted partner, offering strategic insights, problem-solving capabilities, and a commitment to long-term success for our clients. We are your resource for SBA lender services, helping you maintain a solid program and achieve your lending goals. SBA Lender Services, Consulting, Packaging & Closing, Loan Reviews, Intensive Servicing & Liquidation, Training
Financial Services
Finance
Pacific Financial is a leading mortgage lender serving clients in Arizona, California, Colorado, Florida, Texas, and Utah. We specialize in providing tailored purchase and refinance loan solutions to individuals and families seeking to achieve their homeownership dreams.
As a dedicated team of experienced mortgage professionals, we’re committed to guiding our clients through every step of the home buying process, from pre-approval to closing. We understand that financing a home is a significant decision, and we prioritize clear communication, personalized service, and competitive rates.
Pacific Financial leverages its extensive network of lenders and partners to offer a wide range of loan products, including conventional, FHA, VA, and jumbo mortgages. Our team’s expertise and commitment to client satisfaction ensures a smooth and successful home financing experience. Founded in 2014, we’ve built a strong reputation for integrity and reliability, helping countless families realize their dream of homeownership.
As a dedicated team of experienced mortgage professionals, we’re committed to guiding our clients through every step of the home buying process, from pre-approval to closing. We understand that financing a home is a significant decision, and we prioritize clear communication, personalized service, and competitive rates.
Pacific Financial leverages its extensive network of lenders and partners to offer a wide range of loan products, including conventional, FHA, VA, and jumbo mortgages. Our team’s expertise and commitment to client satisfaction ensures a smooth and successful home financing experience. Founded in 2014, we’ve built a strong reputation for integrity and reliability, helping countless families realize their dream of homeownership.
Financial Services
Finance
BRITE Investments is an Orlando, Florida-based equity crowdfunding platform connecting entrepreneurs with investors.
We empower businesses to raise capital through the power of crowd-investing, offering a streamlined and accessible alternative to traditional funding methods.
BRITE’s platform facilitates investment opportunities in a diverse range of projects, fostering economic growth and providing wealth-creating opportunities for all participants.
Founded in 2019, BRITE Investments is dedicated to revolutionizing the fundraising landscape and supporting innovative ventures across various sectors. We specialize in Equity Crowdfunding, Securities, and Fundraising, helping businesses thrive and investors grow their portfolios.
We empower businesses to raise capital through the power of crowd-investing, offering a streamlined and accessible alternative to traditional funding methods.
BRITE’s platform facilitates investment opportunities in a diverse range of projects, fostering economic growth and providing wealth-creating opportunities for all participants.
Founded in 2019, BRITE Investments is dedicated to revolutionizing the fundraising landscape and supporting innovative ventures across various sectors. We specialize in Equity Crowdfunding, Securities, and Fundraising, helping businesses thrive and investors grow their portfolios.
Financial Services
Finance
PeerComps is a Tampa Bay, Florida-based provider of small business transaction data and valuation tools, serving the business broker and lender communities.
We deliver accurate appraisals in less time by providing a single source of SBA-compliant data – data gathered exclusively from SBA lenders across the United States since 1999. This comprehensive database, encompassing over 16,000 transactions and growing daily, offers unparalleled consistency and reliability for business valuations.
PeerComps empowers business brokers and financial advisors with the insights needed to confidently guide clients toward optimal value propositions. Our easy-to-use transaction database allows users to create comparables reports in under a minute, leveraging our expertise and a robust network of SBA lenders.
As part of the GCF family of companies, PeerComps brings decades of experience and a commitment to providing exceptional service to our clients nationwide.
We deliver accurate appraisals in less time by providing a single source of SBA-compliant data – data gathered exclusively from SBA lenders across the United States since 1999. This comprehensive database, encompassing over 16,000 transactions and growing daily, offers unparalleled consistency and reliability for business valuations.
PeerComps empowers business brokers and financial advisors with the insights needed to confidently guide clients toward optimal value propositions. Our easy-to-use transaction database allows users to create comparables reports in under a minute, leveraging our expertise and a robust network of SBA lenders.
As part of the GCF family of companies, PeerComps brings decades of experience and a commitment to providing exceptional service to our clients nationwide.
Financial Services
Finance
Liberty Advisers Inc is a virtual financial advisory firm based in Lincoln, Nebraska, dedicated to providing comprehensive investment management and financial planning services to individuals and families throughout the Midwest.
We specialize in working with professors and women, offering personalized, holistic financial strategies tailored to their unique needs and goals. Our approach centers on building long-term client partnerships, prioritizing trust, and delivering peace of mind.
As a fee-only advisory firm, we are committed to acting in your best interest, free from conflicts of interest. We utilize a five-step planning process, incorporating innovative technology like Generational Vault and Wealth Watch, to provide ongoing support and guidance. We’re financial professionals committed to serving our clients by designing financial strategies that provide confidence and clarity while also helping to protect their future.
At Liberty Advisers, we believe in Midwestern values – integrity, hard work, family, and community – and we’re passionate about helping you focus on what truly matters.
We offer investment management, estate planning, tax planning, retirement planning, and income planning, all within a fully virtual practice.
We specialize in working with professors and women, offering personalized, holistic financial strategies tailored to their unique needs and goals. Our approach centers on building long-term client partnerships, prioritizing trust, and delivering peace of mind.
As a fee-only advisory firm, we are committed to acting in your best interest, free from conflicts of interest. We utilize a five-step planning process, incorporating innovative technology like Generational Vault and Wealth Watch, to provide ongoing support and guidance. We’re financial professionals committed to serving our clients by designing financial strategies that provide confidence and clarity while also helping to protect their future.
At Liberty Advisers, we believe in Midwestern values – integrity, hard work, family, and community – and we’re passionate about helping you focus on what truly matters.
We offer investment management, estate planning, tax planning, retirement planning, and income planning, all within a fully virtual practice.
Financial Services
Finance
Fintech Industrial is a leading provider of comprehensive financial data coverage and analytical technologies, headquartered in Plano, Texas.
We empower investors, traders, and financial professionals with the critical insights they need to make informed decisions across a wide range of asset classes. Our core offering, StandardFinancial, delivers real-time market data, in-depth research, and powerful analytics tools for stocks, bonds, funds, derivatives, and more.
Fintech Industrial specializes in delivering robust data solutions for the financial sector, including market profiles, corporate events, company analytics, and ESG data. We are committed to providing reliable and actionable information to drive success in today’s dynamic markets.
Founded in 2021, Fintech Industrial has quickly established itself as a trusted partner for financial institutions and individual investors alike, supporting a growing network of clients with a dedicated team of experts.
We empower investors, traders, and financial professionals with the critical insights they need to make informed decisions across a wide range of asset classes. Our core offering, StandardFinancial, delivers real-time market data, in-depth research, and powerful analytics tools for stocks, bonds, funds, derivatives, and more.
Fintech Industrial specializes in delivering robust data solutions for the financial sector, including market profiles, corporate events, company analytics, and ESG data. We are committed to providing reliable and actionable information to drive success in today’s dynamic markets.
Founded in 2021, Fintech Industrial has quickly established itself as a trusted partner for financial institutions and individual investors alike, supporting a growing network of clients with a dedicated team of experts.
Financial Services
Finance
Clir Capital is a St Petersburg, Florida-based investment banking and consulting firm specializing in the conceptualization, design, and distribution of non-correlated investments to Broker/Dealers (BDs) and Registered Investment Advisors (RIAs).
We partner with institutional asset managers to prepare and guide them through the process of diversifying their sources of capital by entering the independent BD and RIA channels. Clir Capital focuses on the use of innovative and creative investment structures to assist our clients in achieving their goals while prioritizing marketability in today’s environment.
Our suite of services includes Product Design, Competitive Modeling and Analysis, Vendor Referral and Selection, and Due Diligence Report Assistance, streamlining the capital raising process for our clients. We offer a full-service turnkey operation or customized consulting services, significantly reducing the cost and complexity of accessing the retail investor markets.
Clir Capital’s expertise in Reg A+, Reg D, DST, and 1031 exchanges, combined with our established network of industry partners, delivers a competitive advantage for our clients seeking to raise capital efficiently.
We partner with institutional asset managers to prepare and guide them through the process of diversifying their sources of capital by entering the independent BD and RIA channels. Clir Capital focuses on the use of innovative and creative investment structures to assist our clients in achieving their goals while prioritizing marketability in today’s environment.
Our suite of services includes Product Design, Competitive Modeling and Analysis, Vendor Referral and Selection, and Due Diligence Report Assistance, streamlining the capital raising process for our clients. We offer a full-service turnkey operation or customized consulting services, significantly reducing the cost and complexity of accessing the retail investor markets.
Clir Capital’s expertise in Reg A+, Reg D, DST, and 1031 exchanges, combined with our established network of industry partners, delivers a competitive advantage for our clients seeking to raise capital efficiently.
Financial Services
Finance
Harbor Financial Services is a leading Texas-based offshore banking and investment specialist, helping clients worldwide safeguard their assets and maintain financial privacy.
We establish offshore companies, offshore trusts, offshore bank accounts, and offshore investment accounts in jurisdictions globally, including Switzerland, Belize, and the British Virgin Islands.
Our approach centers on providing comprehensive, convenient offshore solutions, simplifying the process for individuals and businesses seeking asset protection and international financial strategies. We offer a range of services, from shelf companies to IRA transfers, tailored to meet diverse client needs.
With 15 years of experience and a dedicated team, Harbor Financial Services delivers peace of mind and secure financial management.
We establish offshore companies, offshore trusts, offshore bank accounts, and offshore investment accounts in jurisdictions globally, including Switzerland, Belize, and the British Virgin Islands.
Our approach centers on providing comprehensive, convenient offshore solutions, simplifying the process for individuals and businesses seeking asset protection and international financial strategies. We offer a range of services, from shelf companies to IRA transfers, tailored to meet diverse client needs.
With 15 years of experience and a dedicated team, Harbor Financial Services delivers peace of mind and secure financial management.
Financial Services
Finance
Arbor Capital Management, Inc is a fiduciary investment management firm headquartered in Anchorage, Alaska. We specialize in providing comprehensive financial planning and retirement solutions, with a particular focus on serving Alaska Native Corporations and offering specialized retirement plan solutions.
At Arbor Capital, we understand the importance of earning your trust, and we start by truly listening to you. We meet you where you are, get to know your goals and dreams, and strive to earn the right to be your financial advocate.
Founded in 1997, Arbor Capital has grown to serve clients across Alaska and the contiguous United States, leveraging technology and a commitment to transparency to deliver personalized investment management and estate planning strategies. We are a conflict-free firm, focused solely on your best interests.
Our team brings years of combined experience, and we are passionate about collaborating to build a financial plan that will help you achieve your goals.
At Arbor Capital, we understand the importance of earning your trust, and we start by truly listening to you. We meet you where you are, get to know your goals and dreams, and strive to earn the right to be your financial advocate.
Founded in 1997, Arbor Capital has grown to serve clients across Alaska and the contiguous United States, leveraging technology and a commitment to transparency to deliver personalized investment management and estate planning strategies. We are a conflict-free firm, focused solely on your best interests.
Our team brings years of combined experience, and we are passionate about collaborating to build a financial plan that will help you achieve your goals.
Financial Services
Finance
ReliaBill Payments is a California-based merchant services and payment processing provider, revolutionizing the industry with automation and transparent pricing.
We’re dedicated to simplifying the complexities of payment processing for businesses across the United States, offering a modern, secure, and cost-effective alternative to traditional processors.
ReliaBill leverages cutting-edge technology to deliver significant savings – up to 20% – and eliminate the hassles of outdated systems and high-pressure sales tactics. We support a wide range of industries, including retail, restaurants, healthcare, and non-profits, providing tailored solutions and exceptional customer support.
Founded in 2021, ReliaBill is committed to innovation and customer satisfaction, offering free smart terminals and a seamless onboarding experience. We’re proud to partner with leading POS systems like Clover to empower businesses to thrive.
We’re dedicated to simplifying the complexities of payment processing for businesses across the United States, offering a modern, secure, and cost-effective alternative to traditional processors.
ReliaBill leverages cutting-edge technology to deliver significant savings – up to 20% – and eliminate the hassles of outdated systems and high-pressure sales tactics. We support a wide range of industries, including retail, restaurants, healthcare, and non-profits, providing tailored solutions and exceptional customer support.
Founded in 2021, ReliaBill is committed to innovation and customer satisfaction, offering free smart terminals and a seamless onboarding experience. We’re proud to partner with leading POS systems like Clover to empower businesses to thrive.
Financial Services
Finance
SharpCFO is a Cleveland, Ohio-based fractional CFO firm providing strategic financial leadership to small and mid-sized businesses across the United States.
We offer experienced Chief Financial Officers, Controllers, and finance management professionals on a part-time basis, ranging from a few days to five days per week. This flexible approach allows businesses to access high-level financial expertise without the commitment of a full-time executive.
SharpCFO distinguishes itself through a commitment to authenticity and a human touch, delivering stability and strategic guidance while prioritizing strong client relationships. Our core services encompass cash flow management, risk mitigation, capital infrastructure, and systems optimization – all designed to help your business thrive.
Founded in 2018, SharpCFO has quickly established a reputation for reliable and insightful financial support, empowering businesses to achieve their goals and plan for a successful future.
We offer experienced Chief Financial Officers, Controllers, and finance management professionals on a part-time basis, ranging from a few days to five days per week. This flexible approach allows businesses to access high-level financial expertise without the commitment of a full-time executive.
SharpCFO distinguishes itself through a commitment to authenticity and a human touch, delivering stability and strategic guidance while prioritizing strong client relationships. Our core services encompass cash flow management, risk mitigation, capital infrastructure, and systems optimization – all designed to help your business thrive.
Founded in 2018, SharpCFO has quickly established a reputation for reliable and insightful financial support, empowering businesses to achieve their goals and plan for a successful future.
Financial Services
Finance
Resort Development Partners is a Virginia-based operations and strategic planning firm specializing in revitalizing hotels, clubs, residential, and resort communities.
With over 60 years of combined experience and a track record of success across more than 600 revitalization projects, we leverage a team approach to deliver performance optimization.
Our expertise lies in re-concepting, transforming, and rebranding high-profile resorts, private clubs, and communities throughout the US, utilizing stakeholder feedback and a wealth of industry knowledge. We focus on delivering impactful results and driving sustainable growth for our clients. Golf resorts, Lifestyle Branding, and Hospitality are key areas of our focus.
With over 60 years of combined experience and a track record of success across more than 600 revitalization projects, we leverage a team approach to deliver performance optimization.
Our expertise lies in re-concepting, transforming, and rebranding high-profile resorts, private clubs, and communities throughout the US, utilizing stakeholder feedback and a wealth of industry knowledge. We focus on delivering impactful results and driving sustainable growth for our clients. Golf resorts, Lifestyle Branding, and Hospitality are key areas of our focus.
Financial Services
Finance
Revenue Cycle Partners LLC is a US-based Revenue Cycle Management company specializing in solutions for Behavioral Health Providers and Facilities.
We offer comprehensive Revenue Cycle Management (RCM) services, encompassing everything from Credentialing & Contracting to Payment processing, ensuring optimal reimbursement and consistent cash flow.
Our approach centers on building strong partnerships with our clients, providing tailored services including Eligibility Verification, Utilization Review Management, and Medical Billing, all designed to streamline operations and maximize revenue. We are dedicated to achieving your business goals through efficient and accurate RCM solutions.
Founded in 2024, Revenue Cycle Partners LLC is committed to delivering exceptional service and expertise to the Behavioral Health sector, with a focus on improving financial outcomes for our clients.
We offer comprehensive Revenue Cycle Management (RCM) services, encompassing everything from Credentialing & Contracting to Payment processing, ensuring optimal reimbursement and consistent cash flow.
Our approach centers on building strong partnerships with our clients, providing tailored services including Eligibility Verification, Utilization Review Management, and Medical Billing, all designed to streamline operations and maximize revenue. We are dedicated to achieving your business goals through efficient and accurate RCM solutions.
Founded in 2024, Revenue Cycle Partners LLC is committed to delivering exceptional service and expertise to the Behavioral Health sector, with a focus on improving financial outcomes for our clients.
Financial Services
Finance
Tech & Flow is a St Petersburg, Florida-based technology company revolutionizing financial planning for young professionals.
We empower individuals to build their first $250,000 through innovative digital tools and personalized financial coaching. Our mission is to bridge the wealth gap and provide accessible financial education to 100,000 people.
Tech & Flow Ventures offers a unique Financial Planning Experience, combining financial education, coaching, and digital resources to help users take control of their finances and achieve entrepreneurial success. We are dedicated to fostering a financial revolution, one individual at a time.
We empower individuals to build their first $250,000 through innovative digital tools and personalized financial coaching. Our mission is to bridge the wealth gap and provide accessible financial education to 100,000 people.
Tech & Flow Ventures offers a unique Financial Planning Experience, combining financial education, coaching, and digital resources to help users take control of their finances and achieve entrepreneurial success. We are dedicated to fostering a financial revolution, one individual at a time.
Financial Services
Finance
Tokenova, Inc is a digital infrastructure firm based in Orlando, Florida, modernizing capital formation through tokenization, compliance, and sovereign alignment. We specialize in bridging broker-dealers, RIAs, and ATSs with the Universal Tokenized Gateway, unlocking liquidity and streamlining compliance for real-world asset (RWA) markets.
Tokenova’s core service is providing the infrastructure backbone for companies operating at the intersection of decentralized finance, digital transformation, and applied blockchain solutions. Our expertise lies in acquiring and scaling companies across sectors like aerospace, defense, health, and AI, facilitating trusted access to these evolving markets.
As a leading provider of digital infrastructure, Tokenova empowers businesses to navigate the complexities of tokenization and compliance, driving innovation and fostering sovereign-aligned ventures. We are committed to building a future where capital markets are more accessible, efficient, and transparent. Tokenization, compliance, and blockchain solutions are at the heart of our approach.
Tokenova’s core service is providing the infrastructure backbone for companies operating at the intersection of decentralized finance, digital transformation, and applied blockchain solutions. Our expertise lies in acquiring and scaling companies across sectors like aerospace, defense, health, and AI, facilitating trusted access to these evolving markets.
As a leading provider of digital infrastructure, Tokenova empowers businesses to navigate the complexities of tokenization and compliance, driving innovation and fostering sovereign-aligned ventures. We are committed to building a future where capital markets are more accessible, efficient, and transparent. Tokenization, compliance, and blockchain solutions are at the heart of our approach.
Financial Services
Finance
DPS Card Services is a leading broker based in Greensboro, North Carolina, specializing in credit card and debit card processing solutions for businesses across the United States and Canada.
We connect merchants with a network of trusted payment processors and banks, ensuring they receive the most competitive rates and tailored services to meet their specific needs. Our focus is on providing exceptional customer service and building long-term relationships, acting as a dedicated advocate for our clients.
As a trusted partner, DPS Card Services simplifies the complexities of payment processing, allowing business owners to concentrate on growing their ventures. We offer a wide range of solutions, including point-of-sale systems, mobile payments, e-commerce platforms, and more, with integrations for popular platforms like QuickBooks and ADP.
Founded in 2008, DPS Card Services has a proven track record of success, helping countless businesses optimize their payment strategies and achieve their financial goals. We are committed to transparency, education, and delivering unparalleled support to our valued clients.
We connect merchants with a network of trusted payment processors and banks, ensuring they receive the most competitive rates and tailored services to meet their specific needs. Our focus is on providing exceptional customer service and building long-term relationships, acting as a dedicated advocate for our clients.
As a trusted partner, DPS Card Services simplifies the complexities of payment processing, allowing business owners to concentrate on growing their ventures. We offer a wide range of solutions, including point-of-sale systems, mobile payments, e-commerce platforms, and more, with integrations for popular platforms like QuickBooks and ADP.
Founded in 2008, DPS Card Services has a proven track record of success, helping countless businesses optimize their payment strategies and achieve their financial goals. We are committed to transparency, education, and delivering unparalleled support to our valued clients.
Financial Services
Finance
Warwick Shore Advisors is a Florida-based private wealth management firm specializing in institutional investment management and wealth guidance for UHNW families.
We partner with clients to achieve their financial goals, offering independent and objective investment solutions with a fiduciary approach.
As a boutique firm, Warwick Shore Advisors provides high-touch, institutional-quality wealth management and investment management, leveraging quantitative portfolio strategies and retirement plan services to deliver long-term performance.
Founded in 2016, we are committed to protecting what you’ve worked hard for and navigating the investment landscape with expertise.
We partner with clients to achieve their financial goals, offering independent and objective investment solutions with a fiduciary approach.
As a boutique firm, Warwick Shore Advisors provides high-touch, institutional-quality wealth management and investment management, leveraging quantitative portfolio strategies and retirement plan services to deliver long-term performance.
Founded in 2016, we are committed to protecting what you’ve worked hard for and navigating the investment landscape with expertise.
Financial Services
Finance
Gate City Advisors is a Greensboro, North Carolina-based financial advisory firm specializing in retirement planning and wealth management.
Founded in 2011, we’ve grown to become a trusted partner for individuals and families seeking clarity and confidence in their financial futures. Our team of experienced financial planners and support staff are committed to helping you reach your financial goals.
At Gate City Advisors, we take a comprehensive approach, combining investment strategy, retirement income planning, tax awareness, and legacy considerations to ensure every aspect of your financial life works together seamlessly. We pride ourselves on building lasting relationships based on trust and personalized service.
We are registered representatives of Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services are offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS.
Founded in 2011, we’ve grown to become a trusted partner for individuals and families seeking clarity and confidence in their financial futures. Our team of experienced financial planners and support staff are committed to helping you reach your financial goals.
At Gate City Advisors, we take a comprehensive approach, combining investment strategy, retirement income planning, tax awareness, and legacy considerations to ensure every aspect of your financial life works together seamlessly. We pride ourselves on building lasting relationships based on trust and personalized service.
We are registered representatives of Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services are offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS.
Financial Services
Finance
North Shore Wealth Management is a financial planning firm based in St. Petersburg, Florida, dedicated to helping families and individuals achieve their financial goals.
We understand that financial planning extends far beyond simply managing investments; it’s about building a secure future and enjoying the lifestyle you’ve worked so hard for. Our team at North Shore Wealth Management of Raymond James focuses on providing personalized guidance and support to clients across a wide range of life stages, from young families to retirees.
What sets us apart is our commitment to building long-term relationships based on trust and understanding. We offer a comprehensive suite of services, including investment management, retirement planning, estate planning, and more, all tailored to your unique needs and aspirations. We are proud to be part of the Raymond James family, a firm with a long-standing history of integrity and client service.
Our team, led by Gregory Helck and David Fanciullacci, brings decades of combined experience and a passion for helping our clients live better lives. We’re more than just financial advisors; we’re your partners in building a brighter future.
We understand that financial planning extends far beyond simply managing investments; it’s about building a secure future and enjoying the lifestyle you’ve worked so hard for. Our team at North Shore Wealth Management of Raymond James focuses on providing personalized guidance and support to clients across a wide range of life stages, from young families to retirees.
What sets us apart is our commitment to building long-term relationships based on trust and understanding. We offer a comprehensive suite of services, including investment management, retirement planning, estate planning, and more, all tailored to your unique needs and aspirations. We are proud to be part of the Raymond James family, a firm with a long-standing history of integrity and client service.
Our team, led by Gregory Helck and David Fanciullacci, brings decades of combined experience and a passion for helping our clients live better lives. We’re more than just financial advisors; we’re your partners in building a brighter future.
Financial Services
Finance
Andel Funding Solutions is a leading Florida-based funding solutions provider specializing in equipment financing, working capital, and SBA loans.
We connect small businesses with over 50 trusted lenders, offering a streamlined and efficient process for accessing crucial capital.
Unlike traditional lenders, we evaluate businesses based on their actual performance, not solely on personal credit scores, enabling faster approvals and more flexible financing options. Our goal is to empower businesses to grow and thrive by providing the financial resources they need, when they need them.
With over 10,000 businesses served and $2 billion+ in funds delivered, Andel Funding Solutions is committed to building lasting partnerships and supporting the success of our clients.
We connect small businesses with over 50 trusted lenders, offering a streamlined and efficient process for accessing crucial capital.
Unlike traditional lenders, we evaluate businesses based on their actual performance, not solely on personal credit scores, enabling faster approvals and more flexible financing options. Our goal is to empower businesses to grow and thrive by providing the financial resources they need, when they need them.
With over 10,000 businesses served and $2 billion+ in funds delivered, Andel Funding Solutions is committed to building lasting partnerships and supporting the success of our clients.
Financial Services
Finance
BayView Private Wealth is a leading financial firm specializing in comprehensive wealth management and estate planning solutions for high-net-worth individuals and business owners in Destin, Florida.
We provide a personalized approach to safeguarding your family’s legacy, business continuity, and financial future. Our team works closely with founders, CEOs, and executives to develop tailored strategies encompassing cash management, employee benefits, succession planning, and retirement income.
BayView Private Wealth combines robust asset management with proactive risk management, charitable giving strategies, and educational resources, ensuring our clients achieve their long-term financial goals. We are committed to building lasting relationships based on trust and expertise.
Founded in 2019, BayView Private Wealth currently employs 7 professionals and operates from offices in Destin and St. Petersburg, Florida.
We provide a personalized approach to safeguarding your family’s legacy, business continuity, and financial future. Our team works closely with founders, CEOs, and executives to develop tailored strategies encompassing cash management, employee benefits, succession planning, and retirement income.
BayView Private Wealth combines robust asset management with proactive risk management, charitable giving strategies, and educational resources, ensuring our clients achieve their long-term financial goals. We are committed to building lasting relationships based on trust and expertise.
Founded in 2019, BayView Private Wealth currently employs 7 professionals and operates from offices in Destin and St. Petersburg, Florida.
Financial Services
Finance
Financial Focus Group, LLC is a Jersey City, New Jersey-based wealth management firm dedicated to providing comprehensive financial planning services to individuals, families, and businesses.
We specialize in helping our clients optimize their assets, income, and retirement plans through a collaborative approach and the expertise of our CFP®-certified team.
What sets Financial Focus Group apart is our commitment to acting as a trusted fiduciary, prioritizing our clients’ best interests and offering personalized strategies tailored to their unique needs. Our experience and knowledge help you seize opportunities and navigate obstacles as you enjoy life now and through retirement.
Founded in 1993 and now employing 5 professionals, Financial Focus Group leverages its collective expertise to deliver exceptional support and guidance across a wide range of financial planning disciplines, including wealth management, retirement consulting, and employee benefits. We are proud to be part of the Cetera Network, a leading provider of investment and financial solutions.
We specialize in helping our clients optimize their assets, income, and retirement plans through a collaborative approach and the expertise of our CFP®-certified team.
What sets Financial Focus Group apart is our commitment to acting as a trusted fiduciary, prioritizing our clients’ best interests and offering personalized strategies tailored to their unique needs. Our experience and knowledge help you seize opportunities and navigate obstacles as you enjoy life now and through retirement.
Founded in 1993 and now employing 5 professionals, Financial Focus Group leverages its collective expertise to deliver exceptional support and guidance across a wide range of financial planning disciplines, including wealth management, retirement consulting, and employee benefits. We are proud to be part of the Cetera Network, a leading provider of investment and financial solutions.
Financial Services
Finance
PlanEasy is a Lincoln, Nebraska-based retirement solutions provider specializing in annuity marketplaces.
We simplify the complex world of retirement planning by offering consumers a transparent and user-friendly platform to compare and purchase fixed annuities from top providers. Our mission is to empower individuals to confidently make informed decisions about their financial future.
Founded by industry veteran Michael Salem, formerly of American Life, PlanEasy leverages decades of experience in annuity insurance to deliver unparalleled expertise and a commitment to unbiased recommendations. We provide access to a wide range of fixed annuity rates, educational resources, and a seamless application process, all designed to make retirement savings accessible and straightforward.
PlanEasy’s unique approach, built on a foundation of transparency and insider knowledge, ensures customers receive the best possible annuity options, tailored to their individual needs and goals.
We simplify the complex world of retirement planning by offering consumers a transparent and user-friendly platform to compare and purchase fixed annuities from top providers. Our mission is to empower individuals to confidently make informed decisions about their financial future.
Founded by industry veteran Michael Salem, formerly of American Life, PlanEasy leverages decades of experience in annuity insurance to deliver unparalleled expertise and a commitment to unbiased recommendations. We provide access to a wide range of fixed annuity rates, educational resources, and a seamless application process, all designed to make retirement savings accessible and straightforward.
PlanEasy’s unique approach, built on a foundation of transparency and insider knowledge, ensures customers receive the best possible annuity options, tailored to their individual needs and goals.
Financial Services
Finance
Financial Partners Inc is a retirement planning and wealth management firm based in Elkhart, Indiana, dedicated to helping high-net-worth individuals, business owners, and retirees achieve financial independence.
We specialize in providing tailored financial strategies, including financial planning, retirement planning, insurance planning, generational & legacy planning, and estate/succession planning, all underpinned by our proprietary Bull-Time FORMula®.
What distinguishes Financial Partners is our commitment to a collaborative, client-centric approach, leveraging the expertise of our experienced team and utilizing the Nitrogen risk assessment tool to understand each client’s unique risk tolerance. We prioritize education and transparency, empowering clients to make informed decisions about their financial future.
Founded in 1992 and backed by LPL Financial, we’ve built a strong reputation for delivering personalized service and achieving lasting financial success for our clients.
We specialize in providing tailored financial strategies, including financial planning, retirement planning, insurance planning, generational & legacy planning, and estate/succession planning, all underpinned by our proprietary Bull-Time FORMula®.
What distinguishes Financial Partners is our commitment to a collaborative, client-centric approach, leveraging the expertise of our experienced team and utilizing the Nitrogen risk assessment tool to understand each client’s unique risk tolerance. We prioritize education and transparency, empowering clients to make informed decisions about their financial future.
Founded in 1992 and backed by LPL Financial, we’ve built a strong reputation for delivering personalized service and achieving lasting financial success for our clients.
Financial Services
Finance
International Recovery Group is a leading specialty asset company based in Orlando, Florida, specializing in the repossession and sale of high-value assets such as boats, airplanes, and construction equipment.
For over two decades, IRG Repo has provided unparalleled expertise and experience to attorneys, law enforcement agencies, and financial institutions, handling complex seizure and repossession cases with efficiency and professionalism. We’ve been recognized as ‘The Ultimate Repo Men’ by numerous outlets, and hold exclusive contracts with the DOJ for airplane and boat repossession.
Our commitment to delivering exceptional service, combined with our extensive track record and dedicated team of professionals, makes us the trusted partner for managing challenging asset recovery situations. We handle over 3,000 assets annually, including boats, airplanes, tour buses, and construction equipment.
For over two decades, IRG Repo has provided unparalleled expertise and experience to attorneys, law enforcement agencies, and financial institutions, handling complex seizure and repossession cases with efficiency and professionalism. We’ve been recognized as ‘The Ultimate Repo Men’ by numerous outlets, and hold exclusive contracts with the DOJ for airplane and boat repossession.
Our commitment to delivering exceptional service, combined with our extensive track record and dedicated team of professionals, makes us the trusted partner for managing challenging asset recovery situations. We handle over 3,000 assets annually, including boats, airplanes, tour buses, and construction equipment.
Financial Services
Finance
The Watchman Group is a Plano, Texas-based financial planning and investment management firm dedicated to serving high-net-worth individuals.
We specialize in providing comprehensive wealth strategies, combining financial planning, investment management, and tax analysis & strategy to help clients achieve their long-term goals. Our approach is rooted in a deep understanding of individual needs and a commitment to building lasting relationships.
Founded in 2004 by Origin Mark Robinson, The Watchman Group was established to address the need for integrated tax and investment solutions. We pride ourselves on delivering independent, unbiased advice and customized portfolios designed to maximize wealth growth and minimize tax liabilities. Our team of experienced advisors is passionate about empowering clients to secure their financial futures. Wealth Management, Financial Planning, Tax Analysis & Strategy.
We specialize in providing comprehensive wealth strategies, combining financial planning, investment management, and tax analysis & strategy to help clients achieve their long-term goals. Our approach is rooted in a deep understanding of individual needs and a commitment to building lasting relationships.
Founded in 2004 by Origin Mark Robinson, The Watchman Group was established to address the need for integrated tax and investment solutions. We pride ourselves on delivering independent, unbiased advice and customized portfolios designed to maximize wealth growth and minimize tax liabilities. Our team of experienced advisors is passionate about empowering clients to secure their financial futures. Wealth Management, Financial Planning, Tax Analysis & Strategy.
Financial Services
Finance
PAARC Consulting is a Florida-based consulting firm specializing in payments, regulatory compliance, and risk management solutions for innovative financial institutions, fintechs, and Web3 companies.
We guide our clients through the complexities of launching and maintaining compliant financial programs, integrating new payment ecosystems, and developing AI products safely.
PAARC Partners distinguishes itself through a unique blend of regulatory expertise, operational experience, and a commitment to helping clients navigate the evolving landscape of financial services and emerging technologies.
Founded in 2017, PAARC Consulting has quickly established itself as a trusted advisor, supporting organizations in securing licenses, implementing robust compliance frameworks, and mitigating risk across a range of sectors, including banking, digital assets, and artificial intelligence.
We guide our clients through the complexities of launching and maintaining compliant financial programs, integrating new payment ecosystems, and developing AI products safely.
PAARC Partners distinguishes itself through a unique blend of regulatory expertise, operational experience, and a commitment to helping clients navigate the evolving landscape of financial services and emerging technologies.
Founded in 2017, PAARC Consulting has quickly established itself as a trusted advisor, supporting organizations in securing licenses, implementing robust compliance frameworks, and mitigating risk across a range of sectors, including banking, digital assets, and artificial intelligence.
Financial Services
Finance
Foxworthy Wealth Advisors is a Fort Wayne, Indiana-based wealth advisory firm specializing in providing world-class financial planning and investment management for successful professionals and business owners.
We help our clients achieve a ‘Work-Optional’ lifestyle by developing customized financial strategies through our proprietary process, The MAP FORMULA. This formula focuses on managing cash flow effectively, accumulating significant wealth, and preserving the lifestyle they’ve worked so hard to achieve.
What sets Foxworthy Wealth Advisors apart is our commitment to building long-term partnerships and guiding clients through every stage of their financial journey, offering a holistic approach that encompasses retirement planning, investment management, and legacy planning.
Founded in 2019, we’ve grown to a team of five dedicated advisors, partnering with estate planning attorneys, property agents, and other professionals to provide comprehensive support. We are committed to helping our clients achieve their financial goals and secure a lasting financial future.
We help our clients achieve a ‘Work-Optional’ lifestyle by developing customized financial strategies through our proprietary process, The MAP FORMULA. This formula focuses on managing cash flow effectively, accumulating significant wealth, and preserving the lifestyle they’ve worked so hard to achieve.
What sets Foxworthy Wealth Advisors apart is our commitment to building long-term partnerships and guiding clients through every stage of their financial journey, offering a holistic approach that encompasses retirement planning, investment management, and legacy planning.
Founded in 2019, we’ve grown to a team of five dedicated advisors, partnering with estate planning attorneys, property agents, and other professionals to provide comprehensive support. We are committed to helping our clients achieve their financial goals and secure a lasting financial future.
Financial Services
Finance
Company Name | Location | Category | Employees | Website |
|---|---|---|---|---|
Irvine, United States (US) | Finance and Banking Finance and Banking | 2-10 | http://www.firstoptioncapital.com | |
Orlando, United States (US) | Finance and Banking Finance and Banking | 2-10 | http://www.gylie.com | |
Irvine, United States (US) | Finance and Banking Finance and Banking | 2-10 | https://prosperitywealthplanning.com/ | |
Columbus, United States (US) | Finance and Banking Finance and Banking | 2-10 | http://www.blockchainglobalfund.com | |
Orlando, United States (US) | Finance and Banking Finance and Banking | 2-10 | https://dowellinsurance.com | |
Boston, United States (US) | Finance and Banking Finance and Banking | 2-10 | http://www.hardmoneylenderdirect.com | |
Lincoln, United States (US) | Finance and Banking Finance and Banking | 2-10 | http://www.madamnymphadora.com | |
Jersey City, United States (US) | Finance and Banking Finance and Banking | 2-10 | http://www.cryptoarum.com | |
Anchorage, United States (US) | Finance and Banking Finance and Banking | 2-10 | https://heistenwrenn.com/ | |
Alpharetta, United States (US) | Finance and Banking Finance and Banking | 2-10 | http://wingmanpayments.com | |
Durham, United States (US) | Finance and Banking Finance and Banking | 2-10 | http://www.dondaves.net | |
Orlando, United States (US) | Finance and Banking Finance and Banking | 2-10 | http://www.McDonoughCapital.com | |
Naples, United States (US) | Finance and Banking Finance and Banking | 2-10 | http://www.cfnplan.com | |
orlando, United States (US) | Finance and Banking Finance and Banking | 2-10 | http://www.mrb-capital-group.com | |
Irvine, United States (US) | Finance and Banking Finance and Banking | 2-10 | http://www.talentforex.com | |
Newark, United States (US) | Finance and Banking Finance and Banking | 2-10 | https://proxy-analytics.com/ | |
Orlando, United States (US) | Finance and Banking Finance and Banking | 2-10 | http://www.bluemahoeholdings.com | |
Durham, United States (US) | Finance and Banking Finance and Banking | 2-10 | https://fieldelevate.com/ | |
Fort Wayne, United States (US) | Finance and Banking Finance and Banking | 2-10 | https://www.journeyguideplanning.com | |
Durham, United States (US) | Finance and Banking Finance and Banking | 2-10 | http://www.boldbrain.vc | |
Plano, United States (US) | Finance and Banking Finance and Banking | 2-10 | http://www.cedentmortgage.com | |
Portland, United States (US) | Finance and Banking Finance and Banking | 2-10 | http://www.SoundFoundationWA.com | |
Irvine, United States (US) | Finance and Banking Finance and Banking | 2-10 | http://www.lrmlenderconsultants.com | |
Irvine, United States (US) | Finance and Banking Finance and Banking | 2-10 | http://www.pacificfinancialinc.com | |
Orlando, United States (US) | Finance and Banking Finance and Banking | 2-10 | https://brite.us | |
Greater Tampa Bay Area, United States (US) | Finance and Banking Finance and Banking | 2-10 | http://www.peercomps.com | |
Lincoln, United States (US) | Finance and Banking Finance and Banking | 2-10 | http://www.libertyadvisers.com | |
Plano, United States (US) | Finance and Banking Finance and Banking | 2-10 | http://www.fintechindustrial.com | |
St Petersburg, United States (US) | Finance and Banking Finance and Banking | 2-10 | http://www.clir.co | |
Plano, United States (US) | Finance and Banking Finance and Banking | 2-10 | https://www.hfsoffshore.com | |
Anchorage, United States (US) | Finance and Banking Finance and Banking | 2-10 | https://arborcapital.io/ | |
Irvine, United States (US) | Finance and Banking Finance and Banking | 2-10 | http://ReliaBill.co | |
Cleveland, United States (US) | Finance and Banking Finance and Banking | 2-10 | https://sharpcfo.biz | |
Haymarket, United States (US) | Finance and Banking Finance and Banking | 2-10 | http://www.resortdevpartners.com | |
Irvine, United States (US) | Finance and Banking Finance and Banking | 2-10 | http://www.rcpbilling.com | |
St Petersburg, United States (US) | Finance and Banking Finance and Banking | 2-10 | http://techflowventures.com | |
Orlando, United States (US) | Finance and Banking Finance and Banking | 2-10 | http://www.tokenova.com | |
Greensboro, United States (US) | Finance and Banking Finance and Banking | 2-10 | https://dpscardservices.com | |
Orlando, United States (US) | Finance and Banking Finance and Banking | 2-10 | http://www.warwickshore.com | |
GREENSBORO, United States (US) | Finance and Banking Finance and Banking | 2-10 | http://www.gatecityadvisors.com | |
St Petersburg, United States (US) | Finance and Banking Finance and Banking | 2-10 | https://www.northshorewealthmanagement.com/ | |
Orlando, United States (US) | Finance and Banking Finance and Banking | 2-10 | http://andelfundingsolutions.biz | |
Destin, United States (US) | Finance and Banking Finance and Banking | 2-10 | https://www.bayviewwealth.com/ | |
Jersey City, United States (US) | Finance and Banking Finance and Banking | 2-10 | http://www.ffgus.com | |
Lincoln, United States (US) | Finance and Banking Finance and Banking | 2-10 | http://www.planeasy.com | |
Elkhart, United States (US) | Finance and Banking Finance and Banking | 2-10 | https://www.financialpartnerinc.com/ | |
Orlando, United States (US) | Finance and Banking Finance and Banking | 2-10 | http://www.irgrepo.com | |
Plano, United States (US) | Finance and Banking Finance and Banking | 2-10 | http://www.watchmangroup.com | |
Orlando, United States (US) | Finance and Banking Finance and Banking | 2-10 | http://www.paarcconsulting.com | |
Fort Wayne, United States (US) | Finance and Banking Finance and Banking | 2-10 | http://www.foxworthywealth.com |
250/1,762 results
Frequently asked questions
Updated 23 October 2026
What is Enterprise League?
Enterprise League is a free business directory that helps buyers find the right company by sector and country. Every company has a profile showing what it does, what it offers and how to get in touch.
Is it free to list my company?
Yes, and it stays free: no card, no paid tier. Your profile appears in search results and category pages, can show up to 20 products and services, and lets buyers message you or ask for a quote.
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Verifying your company is free. Confirm a code we email to an address at your company’s website, or send a company registration document for our team to check, and the verified badge appears on your profile. To show the badge in the directory and search results as well, take out a subscription: the first 14 days are free, and the price is on our pricing page.
Where does the company information come from?
Most profiles are built from public sources, such as official company registers. Claim your company’s profile to correct its details and add your own.
How do I claim or correct my company’s profile?
Open your company’s profile and choose Claim Profile. If you use an email address at your company’s website, a 6-digit code makes the profile yours at once; otherwise our team reviews your request, usually within a few days. Spotted a mistake on a company that isn’t yours? Tell us through our contact page.