Finance Companies Worldwide
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 2664 companies in this sector. The largest share of listings is based in United States (US). Related sectors on Enterprise League include Accounting, Banking, Corporate Finance, Auditing, Asset Management, Personal Finance, Angel Investment.
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TREO International is a leading REO solutions provider based in Los Angeles, California, specializing in residential and commercial asset management, property rental management, and property valuations.
We support a diverse range of clients, including financial institutions and real estate investors, streamlining their asset management processes and maximizing returns. Our services encompass a full suite of solutions, from property valuations and appraisals to asset acquisition and sales.
TREO International distinguishes itself through its comprehensive, end-to-end approach and commitment to accuracy and efficiency. We leverage our expertise in property valuation and asset management to deliver exceptional value to our clients, helping them navigate the complexities of the real estate market. We are dedicated to providing reliable and insightful services for all your property needs.
We support a diverse range of clients, including financial institutions and real estate investors, streamlining their asset management processes and maximizing returns. Our services encompass a full suite of solutions, from property valuations and appraisals to asset acquisition and sales.
TREO International distinguishes itself through its comprehensive, end-to-end approach and commitment to accuracy and efficiency. We leverage our expertise in property valuation and asset management to deliver exceptional value to our clients, helping them navigate the complexities of the real estate market. We are dedicated to providing reliable and insightful services for all your property needs.
Finance
Financial Services
Green Brick Mortgage is a full-service mortgage banking firm headquartered in Plano, Texas, dedicated to providing exceptional financial solutions for homebuyers.
We specialize in tailoring mortgage solutions to meet the unique needs of each client, offering a comprehensive range of programs including Conventional, VA, FHA, USDA, Jumbo, and First-Time Homebuyer loans.
At Green Brick Mortgage, we pride ourselves on fostering strong relationships with our clients and Green Brick Partners, Inc., ensuring a seamless and supportive home buying journey. We are committed to making your dream home a reality, offering competitive rates and fees, and providing expert guidance every step of the way.
Our experienced team is here to help you navigate the complexities of the mortgage process, whether you’re a veteran seeking a VA loan or a first-time buyer looking for a low-down payment option.
NMLS ID: 2618876
We specialize in tailoring mortgage solutions to meet the unique needs of each client, offering a comprehensive range of programs including Conventional, VA, FHA, USDA, Jumbo, and First-Time Homebuyer loans.
At Green Brick Mortgage, we pride ourselves on fostering strong relationships with our clients and Green Brick Partners, Inc., ensuring a seamless and supportive home buying journey. We are committed to making your dream home a reality, offering competitive rates and fees, and providing expert guidance every step of the way.
Our experienced team is here to help you navigate the complexities of the mortgage process, whether you’re a veteran seeking a VA loan or a first-time buyer looking for a low-down payment option.
NMLS ID: 2618876
Finance
Financial Services
Congruit Credit is a modern consumer credit bureau redefining how creditworthiness is measured. By leveraging real-time, behavior-based data, we provide lenders and fintech companies with a clearer view of financial reliability—beyond outdated scores and static reports. Our leadership team brings decades of experience in building and scaling some of the most trusted platforms in credit and data.
Congruit Credit’s mission is to provide lenders with actionable insights into consumer behavior to increase approval rates and decrease derogatory outcomes. We offer tools for peer-to-peer financial transactions, debt recovery, and identity verification, all designed to increase confidence in the consumer lending process.
Founded by Tim Ranney, the former CEO of Clarity Services (acquired by Experian), Congruit Credit is led by a team of experienced industry veterans, including Jim James, a pioneer in real-time credit reporting, and Susana Walls, a seasoned marketing leader. We are committed to driving a new standard in credit—smarter, faster, and built for how people live today.
Congruit Credit’s mission is to provide lenders with actionable insights into consumer behavior to increase approval rates and decrease derogatory outcomes. We offer tools for peer-to-peer financial transactions, debt recovery, and identity verification, all designed to increase confidence in the consumer lending process.
Founded by Tim Ranney, the former CEO of Clarity Services (acquired by Experian), Congruit Credit is led by a team of experienced industry veterans, including Jim James, a pioneer in real-time credit reporting, and Susana Walls, a seasoned marketing leader. We are committed to driving a new standard in credit—smarter, faster, and built for how people live today.
Finance
Financial Services
Insight Financial is a nationally recognized debt collection partner based in Tampa Bay, Florida. We serve clients across the U.S.—from small businesses to Fortune 100 companies—delivering results through a strategic, transparent, and cost-effective approach to accounts receivable management.
Our clients include business owners, financial executives, and credit professionals across a wide range of industries. With decades of experience and industry-leading tools, we offer a streamlined alternative to traditional in-house collection methods.
From invoicing support to post-judgment recovery oversight, Insight Financial brings operational expertise, clear communication, and consistent performance to every stage of the recovery process. We are committed to serving others and are dedicated to going above and beyond time & time again to exceed the expectations of our clients.
Insight Financial was founded on the belief that early, consistent, and professional interaction with your customers is critical to reducing write offs and minimizing the number of customers lost. Despite the best of efforts, however, there will always be non-payment issues. Utilizing a specialized debt collection service before an account has lost its value provides opportunity for decreased losses and improved Days Sales Outstanding.
Our clients include business owners, financial executives, and credit professionals across a wide range of industries. With decades of experience and industry-leading tools, we offer a streamlined alternative to traditional in-house collection methods.
From invoicing support to post-judgment recovery oversight, Insight Financial brings operational expertise, clear communication, and consistent performance to every stage of the recovery process. We are committed to serving others and are dedicated to going above and beyond time & time again to exceed the expectations of our clients.
Insight Financial was founded on the belief that early, consistent, and professional interaction with your customers is critical to reducing write offs and minimizing the number of customers lost. Despite the best of efforts, however, there will always be non-payment issues. Utilizing a specialized debt collection service before an account has lost its value provides opportunity for decreased losses and improved Days Sales Outstanding.
Finance
Financial Services
Bankroll is a California-based financial technology company providing a simple solution for small businesses to obtain capital.
We empower entrepreneurs and small business owners with streamlined access to funding, simplifying the often complex process of securing capital. Our platform focuses on providing a fast and efficient route to capital for businesses needing working capital, expansion funding, or other financial needs.
Bankroll’s intuitive interface and straightforward application process make obtaining capital easier than ever before. We are dedicated to supporting the growth of small businesses across the United States.
Founded in 2018, Bankroll currently employs 13 people and is headquartered in Irvine, California. We are committed to innovation and customer satisfaction, continually refining our platform to meet the evolving needs of our clients.
We empower entrepreneurs and small business owners with streamlined access to funding, simplifying the often complex process of securing capital. Our platform focuses on providing a fast and efficient route to capital for businesses needing working capital, expansion funding, or other financial needs.
Bankroll’s intuitive interface and straightforward application process make obtaining capital easier than ever before. We are dedicated to supporting the growth of small businesses across the United States.
Founded in 2018, Bankroll currently employs 13 people and is headquartered in Irvine, California. We are committed to innovation and customer satisfaction, continually refining our platform to meet the evolving needs of our clients.
Finance
Financial Services
Aspire Mortgage Advisors is a leading mortgage advisor based in Plano, Texas, dedicated to helping Texans achieve their homeownership dreams.
We specialize in providing a personalized and supportive experience for clients seeking a wide range of mortgage solutions, including Single Family Home Loans, FHA, USDA, VA Loans, and more. Our team of experienced loan officers is committed to finding the right loan to fit your individual needs and financial goals.
At Aspire Mortgage Advisors, we prioritize building long-term relationships with our clients, offering expert guidance and transparent communication throughout the entire mortgage process. We aspire to be your lender for life, providing exceptional service and competitive rates. Serving Texas, Colorado, Florida, Idaho, Oklahoma, Tennessee, North Carolina, South Carolina, California, Arkansas, New Hampshire, Washington, Illinois, Montana, Ohio, Alabama, Pennsylvania, Maryland, Georgia, North Dakota, Oregon, and Maine.
We specialize in providing a personalized and supportive experience for clients seeking a wide range of mortgage solutions, including Single Family Home Loans, FHA, USDA, VA Loans, and more. Our team of experienced loan officers is committed to finding the right loan to fit your individual needs and financial goals.
At Aspire Mortgage Advisors, we prioritize building long-term relationships with our clients, offering expert guidance and transparent communication throughout the entire mortgage process. We aspire to be your lender for life, providing exceptional service and competitive rates. Serving Texas, Colorado, Florida, Idaho, Oklahoma, Tennessee, North Carolina, South Carolina, California, Arkansas, New Hampshire, Washington, Illinois, Montana, Ohio, Alabama, Pennsylvania, Maryland, Georgia, North Dakota, Oregon, and Maine.
Finance
Financial Services
First Choice Debt Relief is a leading debt relief agency based in Irvine, California, specializing in helping individuals across the United States manage and reduce their outstanding debts.
We provide comprehensive debt solutions, including debt settlement, debt negotiation, and debt consolidation, empowering clients to regain control of their finances and achieve financial freedom. Our services are designed for individuals struggling with credit card debt, medical bills, personal loans, and other forms of unsecured debt.
First Choice Debt Relief distinguishes itself through a commitment to personalized support and transparent communication. Since 2008, we’ve built a strong reputation for integrity and delivering tangible results. We operate with an A+ rating from the Better Business Bureau, reflecting our dedication to ethical practices and client satisfaction. We are a team of experienced debt specialists dedicated to providing compassionate guidance and effective strategies for debt resolution.
With a team of 12 professionals, we’re dedicated to helping you find a path to a brighter financial future.
We provide comprehensive debt solutions, including debt settlement, debt negotiation, and debt consolidation, empowering clients to regain control of their finances and achieve financial freedom. Our services are designed for individuals struggling with credit card debt, medical bills, personal loans, and other forms of unsecured debt.
First Choice Debt Relief distinguishes itself through a commitment to personalized support and transparent communication. Since 2008, we’ve built a strong reputation for integrity and delivering tangible results. We operate with an A+ rating from the Better Business Bureau, reflecting our dedication to ethical practices and client satisfaction. We are a team of experienced debt specialists dedicated to providing compassionate guidance and effective strategies for debt resolution.
With a team of 12 professionals, we’re dedicated to helping you find a path to a brighter financial future.
Finance
Financial Services
Legacy PCG is a leading wealth management firm based in Irvine, California, dedicated to helping high-net-worth individuals and families build and preserve their financial legacies.
We specialize in providing comprehensive financial planning services, including retirement, education, trust & estate, business, cash flow, insurance, and tax planning. Our unique approach centers around the Round Table of Advisors, a collaborative process that ensures alignment of goals and strategies across all your professional advisors – your tax advisors, estate planners, business managers, and attorney.
At Legacy PCG, we prioritize building strong, trusting relationships with our clients, understanding that open communication and a tailored strategy are key to achieving their long-term financial objectives. We’re committed to navigating the complexities of wealth management with a personalized touch, ensuring your financial future is secure and aligned with your aspirations.
We specialize in providing comprehensive financial planning services, including retirement, education, trust & estate, business, cash flow, insurance, and tax planning. Our unique approach centers around the Round Table of Advisors, a collaborative process that ensures alignment of goals and strategies across all your professional advisors – your tax advisors, estate planners, business managers, and attorney.
At Legacy PCG, we prioritize building strong, trusting relationships with our clients, understanding that open communication and a tailored strategy are key to achieving their long-term financial objectives. We’re committed to navigating the complexities of wealth management with a personalized touch, ensuring your financial future is secure and aligned with your aspirations.
Finance
Financial Services
Tiger Loans, Inc is a leading direct mortgage lender headquartered in Irvine, Southern California, specializing in a full suite of mortgage solutions for borrowers across the United States.
We proudly serve a diverse range of clients, including first-time homebuyers, veterans, and those seeking to refinance their existing mortgages. Our mission is to simplify the home buying and lending process, providing competitive rates, fast closings, and expert guidance every step of the way.
What sets Tiger Loans apart is our commitment to transparency and personalized service. We offer a wide array of loan programs – including Conventional, FHA, VA, USDA, Jumbo, and Non-QM – tailored to meet individual needs and financial goals. We are licensed in 15 states and operate with a focus on building long-term relationships based on trust and integrity.
Since 2012, Tiger Loans has been dedicated to helping families achieve their dreams of homeownership. We are an Equal Housing Lender and NMLS #1169300.
We proudly serve a diverse range of clients, including first-time homebuyers, veterans, and those seeking to refinance their existing mortgages. Our mission is to simplify the home buying and lending process, providing competitive rates, fast closings, and expert guidance every step of the way.
What sets Tiger Loans apart is our commitment to transparency and personalized service. We offer a wide array of loan programs – including Conventional, FHA, VA, USDA, Jumbo, and Non-QM – tailored to meet individual needs and financial goals. We are licensed in 15 states and operate with a focus on building long-term relationships based on trust and integrity.
Since 2012, Tiger Loans has been dedicated to helping families achieve their dreams of homeownership. We are an Equal Housing Lender and NMLS #1169300.
Finance
Financial Services
I-ON Digital Corp is a St. Petersburg, Florida-based digital asset banking company specializing in the digitization and tokenization of real-world assets, particularly in-situ gold.
We transform physical gold into blockchain-secured digital securities and stablecoins, bridging the gap between traditional finance (TradFi) and decentralized finance (DeFi).
I-ON Digital leverages a proprietary Digital Asset Technology (DAT) platform, incorporating hybrid blockchain, smart contracts, and institutional-grade compliance to unlock untapped resource value sustainably. Our flagship asset, IONau, is backed by LBMA-priced, physically allocated gold, offering institutional-grade security and liquidity.
Through strategic partnerships and its founding role in the RWA Federation, I-ON is architecting an institutional-grade tokenization framework, empowering banks and institutions to securely tokenize and deploy real-world assets in scalable on-chain markets. IONau and I-ON’s Digital Gold Treasury represent the future of gold investment.
We transform physical gold into blockchain-secured digital securities and stablecoins, bridging the gap between traditional finance (TradFi) and decentralized finance (DeFi).
I-ON Digital leverages a proprietary Digital Asset Technology (DAT) platform, incorporating hybrid blockchain, smart contracts, and institutional-grade compliance to unlock untapped resource value sustainably. Our flagship asset, IONau, is backed by LBMA-priced, physically allocated gold, offering institutional-grade security and liquidity.
Through strategic partnerships and its founding role in the RWA Federation, I-ON is architecting an institutional-grade tokenization framework, empowering banks and institutions to securely tokenize and deploy real-world assets in scalable on-chain markets. IONau and I-ON’s Digital Gold Treasury represent the future of gold investment.
Finance
Financial Services
QwickRoute is a Florida-based execution services agency, part of the MCAP group, delivering advanced liquidity seeking algorithmic trading solutions for institutional investors and broker-dealers.
We specialize in providing aRFQ™, our proprietary automated RFQ order type, empowering clients to harness liquidity and command the market. Our platform combines deep market expertise with cutting-edge technology to solve key execution challenges – enhancing efficiency, minimizing market impact, and optimizing performance.
QwickRoute’s aRFQ™ solution merges orders and delivers a single execution price, offering competitive auctions, optimal execution, and scalable liquidity. We’re dedicated to simplifying operations, adapting to evolving market conditions, and driving innovation in execution, ultimately providing our clients with a significant edge.
We specialize in providing aRFQ™, our proprietary automated RFQ order type, empowering clients to harness liquidity and command the market. Our platform combines deep market expertise with cutting-edge technology to solve key execution challenges – enhancing efficiency, minimizing market impact, and optimizing performance.
QwickRoute’s aRFQ™ solution merges orders and delivers a single execution price, offering competitive auctions, optimal execution, and scalable liquidity. We’re dedicated to simplifying operations, adapting to evolving market conditions, and driving innovation in execution, ultimately providing our clients with a significant edge.
Finance
Financial Services
Integrity Tax Consulting is a national firm specializing in real estate and personal property tax services, headquartered in Fort Wayne, Indiana.
We are dedicated to reducing your property tax liability and improving overall tax performance, ensuring you only pay what is owed. Our team of certified Level III Assessor Appraisers leverages over 115 years of combined experience to deliver optimal results.
Integrity Tax Consulting employs a unique, non-adversarial approach to property tax appeals, fostering cooperative relationships with local officials and consistently achieving a 99% recovery rate for our clients. We provide comprehensive services including assessed values, property tax review, and assessment analysis, helping businesses maximize profitability and minimize tax burdens.
We save our clients an average of 25-30% on their taxes, and have a proven track record of success, as demonstrated by our ability to secure over $13.8 million in savings for a global leader in retail and wholesale distribution, and $9.6 million for a steel industry giant.
We are dedicated to reducing your property tax liability and improving overall tax performance, ensuring you only pay what is owed. Our team of certified Level III Assessor Appraisers leverages over 115 years of combined experience to deliver optimal results.
Integrity Tax Consulting employs a unique, non-adversarial approach to property tax appeals, fostering cooperative relationships with local officials and consistently achieving a 99% recovery rate for our clients. We provide comprehensive services including assessed values, property tax review, and assessment analysis, helping businesses maximize profitability and minimize tax burdens.
We save our clients an average of 25-30% on their taxes, and have a proven track record of success, as demonstrated by our ability to secure over $13.8 million in savings for a global leader in retail and wholesale distribution, and $9.6 million for a steel industry giant.
Finance
Financial Services
Scorenomics is a US-based R&D company specializing in **behavioral credit risk modeling** for the financial services industry.
We develop innovative data science solutions that help lenders – particularly those focused on **hard-to-underwrite consumers** – make more informed and secure lending decisions. Scorenomics leverages proprietary behavioral data and advanced machine learning models to identify new signals of creditworthiness, improving risk assessment accuracy and expanding access to credit.
Our approach centers on uncovering hidden patterns within consumer behavior, providing a more holistic view of creditworthiness than traditional methods. We’re dedicated to transforming the lending landscape with data-driven insights, ultimately benefiting both lenders and borrowers. We are focused on providing cutting-edge solutions for the financial services sector.
We develop innovative data science solutions that help lenders – particularly those focused on **hard-to-underwrite consumers** – make more informed and secure lending decisions. Scorenomics leverages proprietary behavioral data and advanced machine learning models to identify new signals of creditworthiness, improving risk assessment accuracy and expanding access to credit.
Our approach centers on uncovering hidden patterns within consumer behavior, providing a more holistic view of creditworthiness than traditional methods. We’re dedicated to transforming the lending landscape with data-driven insights, ultimately benefiting both lenders and borrowers. We are focused on providing cutting-edge solutions for the financial services sector.
Finance
Financial Services
Applied Financial Planning, Inc is a California-based financial advisory firm dedicated to helping individuals and families achieve financial independence and build lasting legacies.
We provide a comprehensive suite of services, including financial planning, retirement planning, investment management, estate planning, and tax planning, all delivered with a personalized approach and a commitment to acting as a fiduciary.
What distinguishes Applied Financial Planning is our focus on building strong, long-term relationships with our clients, offering customized strategies tailored to their unique needs and goals. We combine the expertise of a seasoned team with the personal attention of a trusted advisor, ensuring you receive the guidance and support you need to navigate your financial journey. Our team is committed to helping you find financial independence and lead a life of financial significance.
As fiduciaries, we are not tied to a particular family of funds or investment products, allowing us to make recommendations based solely on what’s best for you. We offer integrated tax planning and utilize tools like the SECURE Act RMD Calculator and 401(K) Calculator to help you plan for the future.
We provide a comprehensive suite of services, including financial planning, retirement planning, investment management, estate planning, and tax planning, all delivered with a personalized approach and a commitment to acting as a fiduciary.
What distinguishes Applied Financial Planning is our focus on building strong, long-term relationships with our clients, offering customized strategies tailored to their unique needs and goals. We combine the expertise of a seasoned team with the personal attention of a trusted advisor, ensuring you receive the guidance and support you need to navigate your financial journey. Our team is committed to helping you find financial independence and lead a life of financial significance.
As fiduciaries, we are not tied to a particular family of funds or investment products, allowing us to make recommendations based solely on what’s best for you. We offer integrated tax planning and utilize tools like the SECURE Act RMD Calculator and 401(K) Calculator to help you plan for the future.
Finance
Financial Services
TRU Mortgage is a direct lender and an approved Seller/Servicer for both Fannie Mae and Freddie Mac, based in Irvine, California.
We simplify the mortgage process for homeowners and prospective buyers, offering a streamlined experience through our innovative L’N platform.
TRU Mortgage’s core mission is to educate and empower consumers, providing a transparent and user-friendly approach to securing a loan. Our team of over 130 experienced professionals is dedicated to evaluation and execution, ensuring a positive outcome for every client.
With a 30-day money-back guarantee and a wide reach across 35 states, TRU Mortgage is committed to delivering exceptional service and building lasting relationships.
We simplify the mortgage process for homeowners and prospective buyers, offering a streamlined experience through our innovative L’N platform.
TRU Mortgage’s core mission is to educate and empower consumers, providing a transparent and user-friendly approach to securing a loan. Our team of over 130 experienced professionals is dedicated to evaluation and execution, ensuring a positive outcome for every client.
With a 30-day money-back guarantee and a wide reach across 35 states, TRU Mortgage is committed to delivering exceptional service and building lasting relationships.
Finance
Financial Services
University of Toledo Federal Credit Union is a local credit union serving the faculty, staff, students, and alumni of the University of Toledo since 1964.
Founded as T.U.T. Federal Credit Union with just thirteen members, UTFCU has grown to nearly 7,000 members nationwide, providing a comprehensive suite of financial services.
We offer a range of lending products, including home loans, auto loans, personal loans, and credit cards, alongside convenient banking services like online and mobile banking. Our commitment to member satisfaction and competitive rates makes us a trusted financial partner for the Toledo community.
As a not-for-profit cooperative, UTFCU is dedicated to providing value to its members, fostering financial well-being and supporting the University of Toledo’s mission.
Founded as T.U.T. Federal Credit Union with just thirteen members, UTFCU has grown to nearly 7,000 members nationwide, providing a comprehensive suite of financial services.
We offer a range of lending products, including home loans, auto loans, personal loans, and credit cards, alongside convenient banking services like online and mobile banking. Our commitment to member satisfaction and competitive rates makes us a trusted financial partner for the Toledo community.
As a not-for-profit cooperative, UTFCU is dedicated to providing value to its members, fostering financial well-being and supporting the University of Toledo’s mission.
Finance
Financial Services
Compass Financial Advisors is a Fort Wayne, Indiana-based wealth management firm dedicated to helping individuals and families achieve their financial goals.
We take a holistic, strategic approach to financial planning, examining how all the pieces of a client’s financial landscape fit together. Our team provides highly individualized Wealth Management services, encompassing Tax and Estate Planning, Investment Management, Liabilities Management, and Private Banking Services.
What sets Compass Financial Advisors apart is our commitment to independence and client-centricity. We are not tied to proprietary products or platforms, allowing us to deliver customized strategies tailored to each client’s unique needs. We’ve been serving clients for over 60 years, building a strong reputation for education and accessible advice.
We pride ourselves on our experienced team and our dedication to building long-term relationships based on trust and open communication.
We take a holistic, strategic approach to financial planning, examining how all the pieces of a client’s financial landscape fit together. Our team provides highly individualized Wealth Management services, encompassing Tax and Estate Planning, Investment Management, Liabilities Management, and Private Banking Services.
What sets Compass Financial Advisors apart is our commitment to independence and client-centricity. We are not tied to proprietary products or platforms, allowing us to deliver customized strategies tailored to each client’s unique needs. We’ve been serving clients for over 60 years, building a strong reputation for education and accessible advice.
We pride ourselves on our experienced team and our dedication to building long-term relationships based on trust and open communication.
Finance
Financial Services
SecureWay Financial is a Plano, Texas-based debt resolution company specializing in unsecured consumer debt solutions for U.S. consumers.
We help individuals struggling with credit card debt, personal loans, medical bills, and collections reduce their overall debt obligations and create structured resolution plans designed to restore long-term financial stability.
SecureWay Financial distinguishes itself through its team of experienced, IAPDA certified debt advisors, a disciplined operational process, and a strong compliance framework focused on the U.S. financial services market. We prioritize clear communication and consistent client support throughout the entire resolution process.
Since our founding, we’ve helped over 24,000 Americans move beyond debt and regain financial control, resolving over $500 million in debt through our partner network. We are committed to providing personalized solutions and a stress-free experience.
We help individuals struggling with credit card debt, personal loans, medical bills, and collections reduce their overall debt obligations and create structured resolution plans designed to restore long-term financial stability.
SecureWay Financial distinguishes itself through its team of experienced, IAPDA certified debt advisors, a disciplined operational process, and a strong compliance framework focused on the U.S. financial services market. We prioritize clear communication and consistent client support throughout the entire resolution process.
Since our founding, we’ve helped over 24,000 Americans move beyond debt and regain financial control, resolving over $500 million in debt through our partner network. We are committed to providing personalized solutions and a stress-free experience.
Finance
Financial Services
Steadfast Direct is a California-based private wealth platform connecting accredited investors with institutional-quality multifamily real estate opportunities.
Backed by over 30 years of experience and more than $8 billion in transactions, Steadfast Direct offers direct access to stabilized and income-producing apartment communities, structured for durability and long-term value creation.
Our vertically integrated approach, combined with disciplined acquisitions and sponsor co-investment, ensures transparency, minimized risk, and a target net annual return of 6.5%. We prioritize investor education and align our incentives with your success, providing a truly collaborative investment experience.
Steadfast Direct’s proven track record includes managing 55,000+ units across 22 states and delivering a 33.1% average IRR on realized multifamily investments.
Backed by over 30 years of experience and more than $8 billion in transactions, Steadfast Direct offers direct access to stabilized and income-producing apartment communities, structured for durability and long-term value creation.
Our vertically integrated approach, combined with disciplined acquisitions and sponsor co-investment, ensures transparency, minimized risk, and a target net annual return of 6.5%. We prioritize investor education and align our incentives with your success, providing a truly collaborative investment experience.
Steadfast Direct’s proven track record includes managing 55,000+ units across 22 states and delivering a 33.1% average IRR on realized multifamily investments.
Finance
Financial Services
CIO Wealth Strategies is a private wealth advisory practice of Ameriprise Financial Services, LLC, based in Omaha, Nebraska. We provide comprehensive financial planning and investment management solutions to help individuals and families achieve their long-term goals.
Our team specializes in investments, retirement plan distribution, retirement income strategies, tax planning, and retirement planning. We work closely with our clients to understand their unique circumstances and develop personalized strategies tailored to their needs.
What sets CIO Wealth Strategies apart is our commitment to building lasting relationships with our clients, based on trust, integrity, and a deep understanding of their financial aspirations. We leverage the resources of Ameriprise Financial to deliver exceptional service and expertise.
CIO Wealth Strategies has been recognized by Forbes as a 2026 Best-in-State Wealth Management Team, demonstrating our dedication to client satisfaction and financial success.
We proudly serve clients across Nebraska and beyond, offering a range of services to meet diverse financial needs.
Our team specializes in investments, retirement plan distribution, retirement income strategies, tax planning, and retirement planning. We work closely with our clients to understand their unique circumstances and develop personalized strategies tailored to their needs.
What sets CIO Wealth Strategies apart is our commitment to building lasting relationships with our clients, based on trust, integrity, and a deep understanding of their financial aspirations. We leverage the resources of Ameriprise Financial to deliver exceptional service and expertise.
CIO Wealth Strategies has been recognized by Forbes as a 2026 Best-in-State Wealth Management Team, demonstrating our dedication to client satisfaction and financial success.
We proudly serve clients across Nebraska and beyond, offering a range of services to meet diverse financial needs.
Finance
Financial Services
Runestad Financial Services, LTD is a trusted financial services firm based in Fort Wayne, Indiana, dedicated to helping clients plan for a secure and fulfilling retirement.
We specialize in providing personalized retirement strategies, focusing on financial planning and Medicare guidance. Our goal is to empower individuals to confidently pursue their retirement dreams, offering tailored solutions to meet unique needs and circumstances.
What sets Runestad apart is our commitment to unbiased, skilled advice and a collaborative approach. We work closely with our clients to understand their goals, assess their current financial situation, and develop a customized plan to achieve their desired retirement lifestyle. We’ve moved to a new location to better serve our clients, while maintaining the same trusted service.
As a member of the AE Wealth Management network, we offer access to a wide range of investment advisory products and services, alongside insurance solutions. We are committed to building long-term relationships based on trust and integrity.
We specialize in providing personalized retirement strategies, focusing on financial planning and Medicare guidance. Our goal is to empower individuals to confidently pursue their retirement dreams, offering tailored solutions to meet unique needs and circumstances.
What sets Runestad apart is our commitment to unbiased, skilled advice and a collaborative approach. We work closely with our clients to understand their goals, assess their current financial situation, and develop a customized plan to achieve their desired retirement lifestyle. We’ve moved to a new location to better serve our clients, while maintaining the same trusted service.
As a member of the AE Wealth Management network, we offer access to a wide range of investment advisory products and services, alongside insurance solutions. We are committed to building long-term relationships based on trust and integrity.
Finance
Financial Services
Rocketship Financial is a leading provider of personal and business loans, based in Irvine, California.
We empower individuals and businesses to achieve their financial goals by offering competitive low-interest rates and fast approval processes. Our mission is to provide accessible and transparent lending solutions, helping customers secure the capital they need for major purchases, debt consolidation, or business expansion.
At Rocketship Financial, we pride ourselves on our commitment to customer service and our flexible product offerings, ranging from personal loans up to $100,000 and business loans up to $500,000. We’re dedicated to building long-term relationships based on trust and results. Personal Loans, Debt Consolidation, and Business Loans.
We empower individuals and businesses to achieve their financial goals by offering competitive low-interest rates and fast approval processes. Our mission is to provide accessible and transparent lending solutions, helping customers secure the capital they need for major purchases, debt consolidation, or business expansion.
At Rocketship Financial, we pride ourselves on our commitment to customer service and our flexible product offerings, ranging from personal loans up to $100,000 and business loans up to $500,000. We’re dedicated to building long-term relationships based on trust and results. Personal Loans, Debt Consolidation, and Business Loans.
Finance
Financial Services
Atlas Financial Partners is a leading Florida-based financial services firm specializing in optimizing nonqualified deferred compensation (NQDC) plans for companies worldwide.
For over two decades, we’ve supported Fortune 1000 clients in effectively managing the risks and costs associated with executive benefit plans through the strategic administration of total return swap hedges.
Our approach centers on providing innovative solutions that deliver favorable accounting and tax treatment while safeguarding corporate earnings. We’re a trusted partner for organizations seeking to navigate the complexities of NQDC programs and mitigate potential financial volatility.
Furthermore, our JurisPrudent Deferral Solutions division offers a market-leading attorney fee deferral program, ensuring stability and transparency for law firms.
For over two decades, we’ve supported Fortune 1000 clients in effectively managing the risks and costs associated with executive benefit plans through the strategic administration of total return swap hedges.
Our approach centers on providing innovative solutions that deliver favorable accounting and tax treatment while safeguarding corporate earnings. We’re a trusted partner for organizations seeking to navigate the complexities of NQDC programs and mitigate potential financial volatility.
Furthermore, our JurisPrudent Deferral Solutions division offers a market-leading attorney fee deferral program, ensuring stability and transparency for law firms.
Finance
Financial Services
Wealth Advisors Group is a Fort Wayne, Indiana-based financial planning services company dedicated to providing personalized wealth management solutions.
We specialize in guiding successful individuals and families through complex financial decisions, offering a comprehensive approach that encompasses financial planning, investment management, tax planning, and estate planning.
What sets Wealth Advisors Group apart is our commitment to acting as a fiduciary, prioritizing your best interests above all else. We build lasting relationships based on trust, transparency, and a deep understanding of your unique goals and values. Our team of award-winning advisors brings extensive experience and professional designations to every client relationship, ensuring you receive expert guidance every step of the way.
Since 1991, we’ve been dedicated to simplifying the complexities of finance and helping our clients invest in life’s moments – from family legacies to business growth and retirement security.
We specialize in guiding successful individuals and families through complex financial decisions, offering a comprehensive approach that encompasses financial planning, investment management, tax planning, and estate planning.
What sets Wealth Advisors Group apart is our commitment to acting as a fiduciary, prioritizing your best interests above all else. We build lasting relationships based on trust, transparency, and a deep understanding of your unique goals and values. Our team of award-winning advisors brings extensive experience and professional designations to every client relationship, ensuring you receive expert guidance every step of the way.
Since 1991, we’ve been dedicated to simplifying the complexities of finance and helping our clients invest in life’s moments – from family legacies to business growth and retirement security.
Finance
Financial Services
The Manning Companies is a San Diego, California-based wealth management firm specializing in providing coordinated financial guidance to business owners, executives, nonprofits, and families.
We believe wealth is most meaningful when it’s connected to purpose. At The Manning Companies, we work with our clients to build comprehensive financial plans that address their unique needs and goals, encompassing investment strategy, risk management, business succession, philanthropic planning, and estate planning.
Our approach is rooted in experience and integrity, leveraging decades of combined expertise to navigate complex financial landscapes and deliver tailored solutions. We’re committed to building lasting relationships based on trust and a shared understanding of what truly matters. Wealth Management, Wealth Transfer, Estate Planning
We believe wealth is most meaningful when it’s connected to purpose. At The Manning Companies, we work with our clients to build comprehensive financial plans that address their unique needs and goals, encompassing investment strategy, risk management, business succession, philanthropic planning, and estate planning.
Our approach is rooted in experience and integrity, leveraging decades of combined expertise to navigate complex financial landscapes and deliver tailored solutions. We’re committed to building lasting relationships based on trust and a shared understanding of what truly matters. Wealth Management, Wealth Transfer, Estate Planning
Finance
Financial Services
Wilcox Financial is a leading financial services and consulting firm based in Toledo, Ohio, dedicated to providing comprehensive financial planning and asset management solutions.
For over 60 years, Wilcox Financial has served a diverse clientele, including corporations, executives, small business owners, and high-net-worth individuals across Ohio and surrounding states. We specialize in investment planning, retirement planning, estate planning, tax planning, and business planning, helping our clients achieve their long-term financial goals.
What distinguishes Wilcox Financial is our personalized approach and commitment to building lasting relationships. We work closely with each client to understand their unique needs and develop tailored strategies to safeguard and grow their wealth. Our team of experienced financial advisors, backed by Raymond James, provides expert guidance and support every step of the way.
Founded in 1982, Wilcox Financial has a strong reputation for integrity, professionalism, and client satisfaction. We are proud to be a trusted partner in our clients’ financial journeys.
For over 60 years, Wilcox Financial has served a diverse clientele, including corporations, executives, small business owners, and high-net-worth individuals across Ohio and surrounding states. We specialize in investment planning, retirement planning, estate planning, tax planning, and business planning, helping our clients achieve their long-term financial goals.
What distinguishes Wilcox Financial is our personalized approach and commitment to building lasting relationships. We work closely with each client to understand their unique needs and develop tailored strategies to safeguard and grow their wealth. Our team of experienced financial advisors, backed by Raymond James, provides expert guidance and support every step of the way.
Founded in 1982, Wilcox Financial has a strong reputation for integrity, professionalism, and client satisfaction. We are proud to be a trusted partner in our clients’ financial journeys.
Finance
Financial Services
Business Cash Advance is a US-based financial services provider specializing in **business investments** for small businesses in Florida and beyond.
We offer **unsecured business investments** to entrepreneurs who may not qualify for traditional loans, providing crucial working capital when it’s needed most. Our platform facilitates access to up to 150% of a business’s monthly deposits, enabling rapid growth and operational flexibility. We cater to businesses with limited credit history, focusing on verifiable business activity demonstrated through bank statements.
Unlike traditional loans, our investments don’t involve interest charges, offering a straightforward and accessible funding solution. With a strong A+ rating from the Better Business Bureau, Business Cash Advance prioritizes transparency and reliability for our clients.
Established in 2002, we’ve supported countless small businesses with flexible funding options, building a reputation for responsiveness and commitment to our clients’ success.
We offer **unsecured business investments** to entrepreneurs who may not qualify for traditional loans, providing crucial working capital when it’s needed most. Our platform facilitates access to up to 150% of a business’s monthly deposits, enabling rapid growth and operational flexibility. We cater to businesses with limited credit history, focusing on verifiable business activity demonstrated through bank statements.
Unlike traditional loans, our investments don’t involve interest charges, offering a straightforward and accessible funding solution. With a strong A+ rating from the Better Business Bureau, Business Cash Advance prioritizes transparency and reliability for our clients.
Established in 2002, we’ve supported countless small businesses with flexible funding options, building a reputation for responsiveness and commitment to our clients’ success.
Finance
Financial Services
Technology Finance is a Scottsdale, Arizona-based independent equipment leasing company specializing in IT infrastructure, enterprise software, and managed services financing.
We provide flexible financing solutions to a diverse range of clients, from early-stage tech firms to Fortune 100 enterprises, often stepping in when traditional bank financing is unavailable. Our team combines deep industry expertise with responsive service to help partners grow revenue and close more deals.
Founded in 2004, Technology Finance has a proven track record of securing credit for companies with non-traditional financial profiles. We offer a streamlined leasing process that preserves established lines of credit and supports strategic growth projects. Technology Finance helps partners access the capital they need to thrive in today’s competitive market.
We provide flexible financing solutions to a diverse range of clients, from early-stage tech firms to Fortune 100 enterprises, often stepping in when traditional bank financing is unavailable. Our team combines deep industry expertise with responsive service to help partners grow revenue and close more deals.
Founded in 2004, Technology Finance has a proven track record of securing credit for companies with non-traditional financial profiles. We offer a streamlined leasing process that preserves established lines of credit and supports strategic growth projects. Technology Finance helps partners access the capital they need to thrive in today’s competitive market.
Finance
Financial Services
FCR Collection Services is a leading debt collection agency based in Irvine, California, specializing in recovering outstanding debts for businesses across a wide range of industries.
For over two decades – since 2001 – we’ve been dedicated to providing cost-effective, ethical, and reliable collection services to clients in the Financial Services, Healthcare, Fitness, Education, Government, Retail, eCommerce, and Service Industries sectors.
FCR Collection Services distinguishes itself through a customer-centric approach, leveraging advanced tools and tactics to maximize recovery rates and improve the overall experience for individuals resolving their debt. We consistently outperform national collection agencies, demonstrating our commitment to both client success and positive customer interactions.
With a team of 24 professionals and a proven track record, FCR Collection Services is a trusted partner for businesses seeking efficient and compliant debt recovery solutions.
For over two decades – since 2001 – we’ve been dedicated to providing cost-effective, ethical, and reliable collection services to clients in the Financial Services, Healthcare, Fitness, Education, Government, Retail, eCommerce, and Service Industries sectors.
FCR Collection Services distinguishes itself through a customer-centric approach, leveraging advanced tools and tactics to maximize recovery rates and improve the overall experience for individuals resolving their debt. We consistently outperform national collection agencies, demonstrating our commitment to both client success and positive customer interactions.
With a team of 24 professionals and a proven track record, FCR Collection Services is a trusted partner for businesses seeking efficient and compliant debt recovery solutions.
Finance
Financial Services
Antai Global Inc is a leading InsureTech company based in Irvine, California, providing comprehensive financial solutions to individuals and businesses across the United States.
We specialize in delivering a one-stop shop for insurance and investment needs, including life, health, dental, vision, travel, auto, home, and commercial insurance, alongside retirement solutions.
Antai Global leverages cutting-edge technology, such as our InsureTech solutions and seamless claims handling process, to empower our sales and service teams, enhance customer experience, and drive profitability. We partner with leading insurers and utilize AI-powered fraud detection to ensure reliable and efficient service.
Our commitment to innovation and customer-centricity has established us as a trusted provider of financial products and services, helping our clients achieve their financial goals.
We specialize in delivering a one-stop shop for insurance and investment needs, including life, health, dental, vision, travel, auto, home, and commercial insurance, alongside retirement solutions.
Antai Global leverages cutting-edge technology, such as our InsureTech solutions and seamless claims handling process, to empower our sales and service teams, enhance customer experience, and drive profitability. We partner with leading insurers and utilize AI-powered fraud detection to ensure reliable and efficient service.
Our commitment to innovation and customer-centricity has established us as a trusted provider of financial products and services, helping our clients achieve their financial goals.
Finance
Financial Services
Merchant Solutions Corp is a leading payment processing and POS systems provider based in Miami, Florida, serving a diverse range of businesses from restaurants and retail to healthcare and service providers.
We specialize in delivering comprehensive solutions, including Clover, Square, Ingenico, and PAX hardware, alongside robust software options. Our mission is to empower businesses of all sizes with reliable, affordable, and customized payment processing solutions.
Merchant Solutions Corp distinguishes itself through its commitment to next-day funding, free hardware programs, and dedicated customer support. With over a decade of experience, we’ve processed over $2 billion in volume and supported tens of thousands of businesses across North America, building a reputation for integrity and dependable service. We are dedicated to providing a seamless and effortless payment processing experience for our clients.
We specialize in delivering comprehensive solutions, including Clover, Square, Ingenico, and PAX hardware, alongside robust software options. Our mission is to empower businesses of all sizes with reliable, affordable, and customized payment processing solutions.
Merchant Solutions Corp distinguishes itself through its commitment to next-day funding, free hardware programs, and dedicated customer support. With over a decade of experience, we’ve processed over $2 billion in volume and supported tens of thousands of businesses across North America, building a reputation for integrity and dependable service. We are dedicated to providing a seamless and effortless payment processing experience for our clients.
Finance
Financial Services
Smith Salley Wealth Management is a Greensboro, North Carolina-based fee-only wealth management firm dedicated to providing comprehensive financial planning, investment management, and corporate trustee services.
We serve individuals and families seeking personalized guidance to achieve their long-term financial goals. Our approach centers on understanding your unique circumstances and building a tailored strategy to safeguard and grow your wealth.
As a trusted partner, Smith Salley prioritizes transparency, fiduciary responsibility, and ongoing communication, ensuring you remain fully informed and involved in your financial journey. We’ve been helping clients in North Carolina since 2003, managing over $2.89 billion in assets and serving more than 1100 families.
We serve individuals and families seeking personalized guidance to achieve their long-term financial goals. Our approach centers on understanding your unique circumstances and building a tailored strategy to safeguard and grow your wealth.
As a trusted partner, Smith Salley prioritizes transparency, fiduciary responsibility, and ongoing communication, ensuring you remain fully informed and involved in your financial journey. We’ve been helping clients in North Carolina since 2003, managing over $2.89 billion in assets and serving more than 1100 families.
Finance
Financial Services
Better Rise Capital is a leading Irvine, California-based financial services firm specializing in fast, flexible business loans, working capital, and commercial financing for small businesses.
We empower entrepreneurs across the United States with the capital they need to thrive, offering tailored solutions for equipment financing, working capital, and commercial loans.
At Better Rise Capital, we distinguish ourselves through our commitment to transparency, quick approvals – often within 24 hours – and a dedicated team providing personalized support. We’re dedicated to fueling the growth of American businesses and fostering a stronger economic future. Serving over 10,000 businesses nationwide.
We empower entrepreneurs across the United States with the capital they need to thrive, offering tailored solutions for equipment financing, working capital, and commercial loans.
At Better Rise Capital, we distinguish ourselves through our commitment to transparency, quick approvals – often within 24 hours – and a dedicated team providing personalized support. We’re dedicated to fueling the growth of American businesses and fostering a stronger economic future. Serving over 10,000 businesses nationwide.
Finance
Financial Services
Niche Capital is a California-based business financing platform dedicated to providing personalized capital solutions to businesses nationwide.
We combat the exploitative practices often seen in traditional lending by leveraging a decade of financial expertise and our proprietary LENDERMATCH™ technology. This innovative system swiftly analyzes rates and deal structures, connecting businesses with the most favorable terms through our curated, industry-specific lender network – all at no cost to our clients.
Unlike other financing services, Niche Capital safeguards your information, eliminating spam calls and unnecessary credit checks, and ensuring you’re matched with a single expert perfectly suited to your unique circumstances. We offer a comprehensive suite of financing options, including lines of credit, equipment financing, working capital, and accounts receivable financing, catering to businesses of all sizes and credit profiles.
Since 2019, Niche Capital has been committed to simplifying the business lending process, empowering entrepreneurs and fostering growth across diverse industries, from medical and manufacturing to software and construction.
We combat the exploitative practices often seen in traditional lending by leveraging a decade of financial expertise and our proprietary LENDERMATCH™ technology. This innovative system swiftly analyzes rates and deal structures, connecting businesses with the most favorable terms through our curated, industry-specific lender network – all at no cost to our clients.
Unlike other financing services, Niche Capital safeguards your information, eliminating spam calls and unnecessary credit checks, and ensuring you’re matched with a single expert perfectly suited to your unique circumstances. We offer a comprehensive suite of financing options, including lines of credit, equipment financing, working capital, and accounts receivable financing, catering to businesses of all sizes and credit profiles.
Since 2019, Niche Capital has been committed to simplifying the business lending process, empowering entrepreneurs and fostering growth across diverse industries, from medical and manufacturing to software and construction.
Finance
Financial Services
Shelton Financial Group is a leading financial advisory firm based in Fort Wayne, Indiana, dedicated to providing comprehensive wealth management solutions to individuals and families.
We specialize in helping clients across Northern Indiana achieve their financial goals through personalized investment strategies, retirement planning, and estate planning services. Our team of experienced investment advisor representatives works closely with each client to understand their unique circumstances and create a tailored plan designed to build long-term wealth and security.
At Shelton Financial Group, we prioritize building strong, lasting relationships based on trust and integrity. We are committed to delivering exceptional service and helping our clients navigate the complexities of the financial landscape. We partner with Kestra Investment Services and Kestra Advisory Services to offer a wide range of investment options and resources.
Founded in 1996, Shelton Financial Group has a strong track record of success and a commitment to our clients’ financial well-being.
We specialize in helping clients across Northern Indiana achieve their financial goals through personalized investment strategies, retirement planning, and estate planning services. Our team of experienced investment advisor representatives works closely with each client to understand their unique circumstances and create a tailored plan designed to build long-term wealth and security.
At Shelton Financial Group, we prioritize building strong, lasting relationships based on trust and integrity. We are committed to delivering exceptional service and helping our clients navigate the complexities of the financial landscape. We partner with Kestra Investment Services and Kestra Advisory Services to offer a wide range of investment options and resources.
Founded in 1996, Shelton Financial Group has a strong track record of success and a commitment to our clients’ financial well-being.
Finance
Financial Services
Zenda Financial is a Jersey City, New Jersey-based funding mentorship firm specializing in helping small businesses climb the funding ladder, step by step.
We provide a unique, mentor-led approach to securing capital, guiding business owners from high-risk initial funding to bank-tier terms. Unlike traditional brokers who simply place clients on available capital, Zenda focuses on building borrowers – understanding their business’s true standing and crafting a tailored strategy for sustainable growth.
Our team of seasoned funding mentors, with over 20 years of collective experience, diagnose a business’s funding profile, strategize a 6-12 month climb plan, and provide ongoing mentorship through each step. We’ve helped over 10,000 businesses graduate to the funding they deserve, fostering clarity, integrity, and a people-first approach to financial success.
Zenda Financial: Where small businesses find a true funding partner.
We provide a unique, mentor-led approach to securing capital, guiding business owners from high-risk initial funding to bank-tier terms. Unlike traditional brokers who simply place clients on available capital, Zenda focuses on building borrowers – understanding their business’s true standing and crafting a tailored strategy for sustainable growth.
Our team of seasoned funding mentors, with over 20 years of collective experience, diagnose a business’s funding profile, strategize a 6-12 month climb plan, and provide ongoing mentorship through each step. We’ve helped over 10,000 businesses graduate to the funding they deserve, fostering clarity, integrity, and a people-first approach to financial success.
Zenda Financial: Where small businesses find a true funding partner.
Finance
Financial Services
Beyond Numbers is a leading bookkeeping firm based in Anchorage, Alaska, dedicated to empowering businesses with exceptional financial management services.
We specialize in providing comprehensive accounting, bookkeeping, and payroll solutions to small businesses across Alaska, ensuring accuracy, efficiency, and peace of mind.
What sets Beyond Numbers apart is our commitment to personalized support, leveraging technology to streamline processes and fostering strong, collaborative relationships with our clients. We prioritize tax-ready bookkeeping and strategic financial insights, helping businesses achieve clarity and sustainable growth.
Founded in 2015 and now employing 5-50 people, Beyond Numbers is a woman-owned and operated Alaskan company, led by Kirstie, who brings a personal touch to every client relationship.
We specialize in providing comprehensive accounting, bookkeeping, and payroll solutions to small businesses across Alaska, ensuring accuracy, efficiency, and peace of mind.
What sets Beyond Numbers apart is our commitment to personalized support, leveraging technology to streamline processes and fostering strong, collaborative relationships with our clients. We prioritize tax-ready bookkeeping and strategic financial insights, helping businesses achieve clarity and sustainable growth.
Founded in 2015 and now employing 5-50 people, Beyond Numbers is a woman-owned and operated Alaskan company, led by Kirstie, who brings a personal touch to every client relationship.
Finance
Financial Services
Soar Lending is a leading finance company based in St Petersburg, Florida, specializing in innovative lending solutions for a diverse range of clients.
We provide a comprehensive suite of financing options, including traditional mortgages, commercial lending, and global client financing, catering to both domestic and foreign national borrowers. Our expertise extends to FHA loans, home purchases, and refinances, ensuring tailored solutions for every client’s unique needs.
Soar Lending distinguishes itself through a commitment to understanding and addressing the specific challenges faced by our clients, particularly those seeking international financing. We pride ourselves on our responsiveness and dedication to building long-term relationships. Founded in 2016, Soar Lending has rapidly grown to serve over 237 clients, with a team of 12 professionals. We are an NMLS-licensed Equal Housing Lender (NMLS ID 1492187).
We provide a comprehensive suite of financing options, including traditional mortgages, commercial lending, and global client financing, catering to both domestic and foreign national borrowers. Our expertise extends to FHA loans, home purchases, and refinances, ensuring tailored solutions for every client’s unique needs.
Soar Lending distinguishes itself through a commitment to understanding and addressing the specific challenges faced by our clients, particularly those seeking international financing. We pride ourselves on our responsiveness and dedication to building long-term relationships. Founded in 2016, Soar Lending has rapidly grown to serve over 237 clients, with a team of 12 professionals. We are an NMLS-licensed Equal Housing Lender (NMLS ID 1492187).
Finance
Financial Services
Pinellas Federal Credit Union is a nonprofit financial cooperative providing high-level and personalized member services in Pinellas County, FL. Since 1956, we’ve been dedicated to helping our members achieve their financial goals through a range of services, including savings accounts, loans, and credit cards.
As a member-owned, not-for-profit credit union, Pinellas Federal Credit Union prioritizes our members’ financial well-being above all else. We offer competitive rates, convenient services, and a commitment to building strong relationships within the community.
Unlike traditional banks, we reinvest our profits directly back into our members through lower fees, better loan terms, and enhanced services. We’re proud to be a trusted financial partner for individuals and families in Pinellas County, offering a secure and reliable place to manage their finances.
Pinellas Federal Credit Union is federally insured by the NCUA, ensuring the safety and security of your deposits.
As a member-owned, not-for-profit credit union, Pinellas Federal Credit Union prioritizes our members’ financial well-being above all else. We offer competitive rates, convenient services, and a commitment to building strong relationships within the community.
Unlike traditional banks, we reinvest our profits directly back into our members through lower fees, better loan terms, and enhanced services. We’re proud to be a trusted financial partner for individuals and families in Pinellas County, offering a secure and reliable place to manage their finances.
Pinellas Federal Credit Union is federally insured by the NCUA, ensuring the safety and security of your deposits.
Finance
Financial Services
NorthStar Life Services is a leading life asset servicing firm based in Irvine, California, specializing in portfolio advisory, due diligence, and policy servicing solutions for institutional and private investors.
We support every stage of the life settlement investment cycle, helping clients maximize returns and mitigate risk through our comprehensive services.
NorthStar distinguishes itself through over a decade of experience managing nearly $15 billion in life assets, a dedicated team of experts, and a proprietary technology platform, ensuring unparalleled efficiency and security.
Our commitment to expertise, education, and innovation drives us to deliver customized solutions tailored to each client’s unique goals and risk tolerance. We are a subsidiary of North Channel Bank GmbH & Co. KG, a fully regulated German bank.
We support every stage of the life settlement investment cycle, helping clients maximize returns and mitigate risk through our comprehensive services.
NorthStar distinguishes itself through over a decade of experience managing nearly $15 billion in life assets, a dedicated team of experts, and a proprietary technology platform, ensuring unparalleled efficiency and security.
Our commitment to expertise, education, and innovation drives us to deliver customized solutions tailored to each client’s unique goals and risk tolerance. We are a subsidiary of North Channel Bank GmbH & Co. KG, a fully regulated German bank.
Finance
Financial Services
Strategence Capital is a financial advisory firm based in Van Wert, Ohio, dedicated to simplifying retirement planning for businesses.
We help companies provide their employees with a competitive retirement plan, fostering confidence and security. Our approach centers on strategic asset allocation, eliminating market timing guesswork, and prioritizing diligent, honest advice.
Strategence is built on the intersection of strategy, intellectual integrity, and diligence – a commitment to serving our clients with thoroughness and a focus on their long-term financial well-being. We strive to help our clients develop and maintain great financial habits, embodying the Golden Rule in all our interactions.
With offices in Ohio, Indiana, Arizona, and Minnesota, we offer personalized service and expert guidance to businesses nationwide.
We help companies provide their employees with a competitive retirement plan, fostering confidence and security. Our approach centers on strategic asset allocation, eliminating market timing guesswork, and prioritizing diligent, honest advice.
Strategence is built on the intersection of strategy, intellectual integrity, and diligence – a commitment to serving our clients with thoroughness and a focus on their long-term financial well-being. We strive to help our clients develop and maintain great financial habits, embodying the Golden Rule in all our interactions.
With offices in Ohio, Indiana, Arizona, and Minnesota, we offer personalized service and expert guidance to businesses nationwide.
Finance
Financial Services
VenQuest Group is a leading financial services firm based in Orlando, Florida, specializing in strategic consulting, asset management, investment banking, and private equity solutions.
We partner with clients across diverse sectors – including space, infrastructure, real estate, and alternative investments – to navigate complex financial landscapes and drive sustainable growth.
VenQuest distinguishes itself through a rigorous, detail-oriented approach, combined with a global perspective and a commitment to transformative capital deployment. We don’t just follow trends; we set them, executing opportunities where others miss the signal.
Founded in 2016, VenQuest Group has rapidly expanded its reach, operating across the United States, Colombia, Costa Rica, Ecuador, Chile, and Mexico, and managing over $0 billion in assets.
We partner with clients across diverse sectors – including space, infrastructure, real estate, and alternative investments – to navigate complex financial landscapes and drive sustainable growth.
VenQuest distinguishes itself through a rigorous, detail-oriented approach, combined with a global perspective and a commitment to transformative capital deployment. We don’t just follow trends; we set them, executing opportunities where others miss the signal.
Founded in 2016, VenQuest Group has rapidly expanded its reach, operating across the United States, Colombia, Costa Rica, Ecuador, Chile, and Mexico, and managing over $0 billion in assets.
Finance
Financial Services
Clarity in Numbers, LLC is a leading actuarial and consulting firm based in Chicago, Illinois, specializing in providing comprehensive solutions for not-for-profit organizations, government agencies, and privately held businesses.
We help clients navigate complex benefit and retirement plans, ensuring compliance with regulations like GASB 45 and 43. Our team of experienced actuaries and consultants delivers expert advice on employee benefit design, administration, and valuation.
Clarity in Numbers, LLC focuses on delivering tailored solutions for a diverse range of sectors, including healthcare, pension plans, and other post-employment benefits. We are dedicated to helping our clients manage their financial obligations and achieve long-term stability. We provide services across a broad spectrum, from initial plan design to ongoing administration and compliance support.
Founded in 2008, Clarity in Numbers, LLC has grown to serve clients across the United States, supporting their unique needs with a commitment to accuracy and client satisfaction.
We help clients navigate complex benefit and retirement plans, ensuring compliance with regulations like GASB 45 and 43. Our team of experienced actuaries and consultants delivers expert advice on employee benefit design, administration, and valuation.
Clarity in Numbers, LLC focuses on delivering tailored solutions for a diverse range of sectors, including healthcare, pension plans, and other post-employment benefits. We are dedicated to helping our clients manage their financial obligations and achieve long-term stability. We provide services across a broad spectrum, from initial plan design to ongoing administration and compliance support.
Founded in 2008, Clarity in Numbers, LLC has grown to serve clients across the United States, supporting their unique needs with a commitment to accuracy and client satisfaction.
Finance
Financial Services
Colliers Mortgage is a leading commercial finance provider based in Minneapolis, Minnesota, specializing in debt solutions for developers and corporations nationwide.
We connect borrowers with a vast network of banks and institutional lenders, offering a comprehensive range of commercial real estate and revolving credit facilities. Our expertise lies in structuring complex financing arrangements, integrating multiple funding sources to deliver tailored solutions for creditworthy clients.
Colliers Mortgage distinguishes itself through its deep industry knowledge and strong relationships, providing creative and efficient funding options across sectors including energy, transportation, and manufacturing. We are now part of Colliers International, leveraging their global reach to serve our clients effectively.
We connect borrowers with a vast network of banks and institutional lenders, offering a comprehensive range of commercial real estate and revolving credit facilities. Our expertise lies in structuring complex financing arrangements, integrating multiple funding sources to deliver tailored solutions for creditworthy clients.
Colliers Mortgage distinguishes itself through its deep industry knowledge and strong relationships, providing creative and efficient funding options across sectors including energy, transportation, and manufacturing. We are now part of Colliers International, leveraging their global reach to serve our clients effectively.
Finance
Financial Services
Swell Loans LLC is a California-based mortgage marketplace dedicated to providing transparency and choice to customers seeking the best loan options.
We empower individuals and families to achieve their homeownership dreams, offering a streamlined online experience coupled with the support of industry-leading licensed loan advisors. Our mission is to simplify the mortgage process, making it accessible and understandable for everyone, from first-time homebuyers to experienced investors.
Swell Loans LLC was founded by a group of passionate mortgage professionals with a vision to break down the barriers between lenders and their customers. We are committed to helping you reach your goals, whether it’s purchasing a dream home, acquiring your first investment property or accessing cash by tapping into your valuable home equity. We offer a range of mortgage products including Fixed Rate Mortgages, Adjustable Rate Mortgages, Conventional, VA, FHA, and First Time Home Buyer options.
We empower individuals and families to achieve their homeownership dreams, offering a streamlined online experience coupled with the support of industry-leading licensed loan advisors. Our mission is to simplify the mortgage process, making it accessible and understandable for everyone, from first-time homebuyers to experienced investors.
Swell Loans LLC was founded by a group of passionate mortgage professionals with a vision to break down the barriers between lenders and their customers. We are committed to helping you reach your goals, whether it’s purchasing a dream home, acquiring your first investment property or accessing cash by tapping into your valuable home equity. We offer a range of mortgage products including Fixed Rate Mortgages, Adjustable Rate Mortgages, Conventional, VA, FHA, and First Time Home Buyer options.
Finance
Financial Services
Cooper McManus is a trusted wealth management firm based in Irvine, California, dedicated to providing personalized financial planning services to individuals and families.
We understand that financial planning is more than just numbers; it’s about understanding your dreams and aspirations for a fulfilling life. Our approach begins with a deep dive into your personal circumstances, values, and goals – going beyond traditional financial analysis to uncover your true priorities.
Cooper McManus distinguishes itself through a holistic, relationship-focused approach, combining decades of experience with a commitment to building long-term trust. We offer a comprehensive suite of services, including retirement planning, investment management, estate planning, and tax strategies, all tailored to your unique needs. We are a Registered Investment Advisory Firm, and our team collectively brings over 135 years of experience to the table, ensuring you receive expert guidance every step of the way.
We are committed to providing minimal hassle and maximum results, helping you navigate life’s transitions with confidence.
We understand that financial planning is more than just numbers; it’s about understanding your dreams and aspirations for a fulfilling life. Our approach begins with a deep dive into your personal circumstances, values, and goals – going beyond traditional financial analysis to uncover your true priorities.
Cooper McManus distinguishes itself through a holistic, relationship-focused approach, combining decades of experience with a commitment to building long-term trust. We offer a comprehensive suite of services, including retirement planning, investment management, estate planning, and tax strategies, all tailored to your unique needs. We are a Registered Investment Advisory Firm, and our team collectively brings over 135 years of experience to the table, ensuring you receive expert guidance every step of the way.
We are committed to providing minimal hassle and maximum results, helping you navigate life’s transitions with confidence.
Finance
Financial Services
Kogi Capital is a private capital partnership based in Greensboro, North Carolina, and Vancouver, British Columbia, specializing in helping family-owned businesses with succession planning and legacy preservation.
We support lower-middle-market companies across North America, focusing on building sustainable businesses that address urgent environmental challenges. Kogi Capital’s intergenerational perspective guides our investment approach, emphasizing sustainable growth and a positive impact on communities.
Our team, led by William Arambula and Cristian Núñez, brings decades of experience in finance and private equity, alongside a commitment to supporting business owners in their transition to retirement. We’ve successfully acquired and developed an environmental solutions platform and made strategic investments in eight companies alongside other owner-operators, exiting two of these investments to date.
We support lower-middle-market companies across North America, focusing on building sustainable businesses that address urgent environmental challenges. Kogi Capital’s intergenerational perspective guides our investment approach, emphasizing sustainable growth and a positive impact on communities.
Our team, led by William Arambula and Cristian Núñez, brings decades of experience in finance and private equity, alongside a commitment to supporting business owners in their transition to retirement. We’ve successfully acquired and developed an environmental solutions platform and made strategic investments in eight companies alongside other owner-operators, exiting two of these investments to date.
Finance
Financial Services
GoldCore.com is a Dublin-based precious metals brokerage and storage provider specializing in secure gold and silver bullion solutions for investors worldwide.
We cater to a diverse clientele, including mass affluent, high-net-worth, ultra-high-net-worth, and institutional investors – encompassing family offices and more – seeking to diversify their portfolios and protect their wealth. Our core mission is to provide unparalleled security and transparency in precious metals ownership, addressing the growing need for safe and reliable storage options.
GoldCore distinguishes itself through its commitment to allocated and segregated storage, ensuring clients retain full legal ownership of their bullion and eliminating counterparty risk. Founded in 2003, we’ve earned a reputation for insightful macroeconomic research and accurate forecasting, as recognized by prominent financial publications like Reuters and Bloomberg. We are acknowledged experts in precious metals and global macroeconomics, offering a trusted source of information and investment strategies.
We cater to a diverse clientele, including mass affluent, high-net-worth, ultra-high-net-worth, and institutional investors – encompassing family offices and more – seeking to diversify their portfolios and protect their wealth. Our core mission is to provide unparalleled security and transparency in precious metals ownership, addressing the growing need for safe and reliable storage options.
GoldCore distinguishes itself through its commitment to allocated and segregated storage, ensuring clients retain full legal ownership of their bullion and eliminating counterparty risk. Founded in 2003, we’ve earned a reputation for insightful macroeconomic research and accurate forecasting, as recognized by prominent financial publications like Reuters and Bloomberg. We are acknowledged experts in precious metals and global macroeconomics, offering a trusted source of information and investment strategies.
Finance
Financial Services
Confia is a leading financial technology provider based in Irvine, CA, specializing in AI-driven solutions for high-risk and emerging industries.
We empower businesses, particularly those in the cannabis sector, with a comprehensive suite of financial services designed to navigate the complexities of banking and transactions. Confia’s mission is to provide affordable, trusted, and transparent partnerships, unlocking the potential of businesses and facilitating corporate goals.
Confia distinguishes itself through its commitment to innovation and a deep understanding of the unique challenges faced by its clients. We leverage cutting-edge AI technology to deliver tailored solutions and exceptional service, fostering long-term growth and success.
We empower businesses, particularly those in the cannabis sector, with a comprehensive suite of financial services designed to navigate the complexities of banking and transactions. Confia’s mission is to provide affordable, trusted, and transparent partnerships, unlocking the potential of businesses and facilitating corporate goals.
Confia distinguishes itself through its commitment to innovation and a deep understanding of the unique challenges faced by its clients. We leverage cutting-edge AI technology to deliver tailored solutions and exceptional service, fostering long-term growth and success.
Finance
Financial Services
SLP Wealth is a fiduciary financial planning firm based in Durham, North Carolina, specializing in helping physicians, dentists, veterinarians, nurses, corporate professionals, and other high-earning individuals strategically manage their finances and achieve financial freedom, particularly by tackling student loan debt.
We understand the unique financial challenges faced by these professionals – often burdened with significant student loan balances – and provide tailored, profession-specific financial planning solutions. Our approach focuses on cash flow management, insurance advice, investment management, retirement savings, and student loan strategies, all designed to help our clients build a life beyond student loans and achieve their long-term goals.
SLP Wealth has already assisted clients with over $5.2 billion in student loan debt, projecting savings of $1.8 billion. We are committed to providing accessible, transparent, and personalized financial guidance, empowering our clients to take control of their financial futures and live more fulfilling lives. We are a team of experienced financial advisors, including CFAs®, CFPs®, and CSLPs®, dedicated to delivering exceptional service and results.
We understand the unique financial challenges faced by these professionals – often burdened with significant student loan balances – and provide tailored, profession-specific financial planning solutions. Our approach focuses on cash flow management, insurance advice, investment management, retirement savings, and student loan strategies, all designed to help our clients build a life beyond student loans and achieve their long-term goals.
SLP Wealth has already assisted clients with over $5.2 billion in student loan debt, projecting savings of $1.8 billion. We are committed to providing accessible, transparent, and personalized financial guidance, empowering our clients to take control of their financial futures and live more fulfilling lives. We are a team of experienced financial advisors, including CFAs®, CFPs®, and CSLPs®, dedicated to delivering exceptional service and results.
Finance
Financial Services
Company Name | Location | Category | Employees | Accuracy | Website | |
|---|---|---|---|---|---|---|
Irvine, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@treonet.com | http://www.treonet.com | ||
Plano, United States (US) | Finance and Banking Finance and Banking | 20-30 | info@greenbrickmortgage.com | http://www.greenbrickmortgage.com | ||
Saint Petersburg, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@congruitcredit.com | https://congruitcredit.com | ||
St Petersburg, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@theinsightsolution.com | https://www.theinsightsolution.com | ||
Irvine, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@bankroll.io | http://www.bankroll.io | ||
Plano, United States (US) | Finance and Banking Finance and Banking | 20-30 | wally@aspiremortgageadvisors.com | http://www.aspiremortgageadvisors.com | ||
Irvine, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@firstchoicedebtrelief.com | https://www.firstchoicedebtrelief.com/ | ||
Irvine, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@legacy%27s.com | http://Www.legacy%27s.com | ||
Irvine, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@tigerloans.com | http://www.tigerloans.com | ||
St. Petersburg, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@iondigitalcorp.com | https://iondigitalcorp.com/ | ||
Orlando, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@mcapmarkets.com | https://mcapmarkets.com/qwickroute | ||
Fort Wayne, United States (US) | Finance and Banking Finance and Banking | 20-30 | info@integritytax.com | http://www.integritytax.com/ | ||
Irvine, United States (US) | Finance and Banking Finance and Banking | 10-20 | sales@scorenomics.com | https://www.scorenomics.com | ||
Irvine, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@appliedfinancialplanning.com | https://www.appliedfinancialplanning.com/ | ||
Irvine, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@jointru.com | http://jointru.com | ||
Toledo, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@uoftfcu.com | http://uoftfcu.com | ||
Fort Wayne, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@compassadvisor.com | http://compassadvisor.com | ||
Plano, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@securewayfinancial.com | https://securewayfinancial.com/ | ||
Irvine, United States (US) | Finance and Banking Finance and Banking | 10-20 | invest@steadfast-direct.com | https://steadfast-direct.com/ | ||
Omaha, United States (US) | Finance and Banking Finance and Banking | 30-50 | info@ameripriseadvisors.com | https://www.ameripriseadvisors.com/team/cio-wealth-strategies/ | ||
Fort Wayne, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@runestadfinancial.com | http://www.runestadfinancial.com | ||
Irvine, United States (US) | Finance and Banking Finance and Banking | 20-30 | info@rocketshipfinancial.com | https://rocketshipfinancial.com | ||
Orlando, United States (US) | Finance and Banking Finance and Banking | 10-20 | admin@atlasfinancialpartners.com | http://www.atlasfinancialpartners.com | ||
Fort Wayne, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@wealthag.com | http://www.wealthag.com | ||
San Diego, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@themanningcompanies.com | https://www.themanningcompanies.com | ||
Toledo, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@wilcoxfinancial.com | https://www.wilcoxfinancial.com/ | ||
Orlando, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@small-business-loan.imudconnections.net | http://www.small-business-loan.imudconnections.net | ||
Scottsdale, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@techfinanceco.com | https://www.techfinanceco.com/ | ||
Irvine, United States (US) | Finance and Banking Finance and Banking | 20-30 | info@fcrcollectionservices.com | https://www.fcrcollectionservices.com/ | ||
Irvine, United States (US) | Finance and Banking Finance and Banking | 10-20 | contact@antai.us | https://antai.us | ||
Miami, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@merchantsolutionscorp.com | http://WWW.MERCHANTSOLUTIONSCORP.COM | ||
GREENSBORO, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@smith-salley.com | http://www.smith-salley.com | ||
Irvine, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@betterrisecapital.com | https://betterrisecapital.com/ | ||
Irvine, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@nichecapital.io | https://nichecapital.io/ | ||
Fort Wayne, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@sheltonfinancial.com | https://www.sheltonfinancial.com/ | ||
Jersey City, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@zenda.financial | https://zenda.financial/ | ||
Anchorage, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@beyondnumbers.net | https://www.beyondnumbers.net/ | ||
St Petersburg, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@soarlending.com | https://soarlending.com | ||
Largo, United States (US) | Finance and Banking Finance and Banking | 20-30 | member@pinellasfcu.org | http://www.pinellasfcu.org | ||
Irvine, United States (US) | Finance and Banking Finance and Banking | 20-30 | info@northstarlife.com | http://www.northstarlife.com | ||
Van Wert, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@strategencecapital.com | http://www.strategencecapital.com/ | ||
Orlando, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@venquestgroup.com | http://www.venquestgroup.com | ||
Chicago, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@clarity-llc.com | http://www.clarity-llc.com | ||
Minneapolis, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@colliers.com | https://www.colliers.com/en/services/colliers-mortgage/commercial-finance | ||
Irvine, United States (US) | Finance and Banking Finance and Banking | 10-20 | help@swellloans.com | http://www.swellloans.com | ||
Irvine, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@coopermcmanus.com | http://www.coopermcmanus.com | ||
Greensboro, United States (US) | Finance and Banking Finance and Banking | 10-20 | cris@kogicapital.com | http://www.kogicapital.com | ||
Dublin, Ireland | Finance and Banking Finance and Banking | 20-30 | contact@goldcore.com | http://www.goldcore.com | ||
Irvine, CA, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@confia.io | https://www.confia.io/ | ||
Durham, United States (US) | Finance and Banking Finance and Banking | 20-30 | info@slpwealth.com | http://www.slpwealth.com |
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Frequently asked questions
Updated 23 October 2026
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