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 2665 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.
2,665 companies
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Finance
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Xisfo FinTech is a US-based global payments and banking platform specializing in serving Small and Medium Enterprises (SMEs) across Latin America.
We provide a comprehensive suite of financial solutions designed to streamline operations and accelerate growth for businesses of all sizes. Our core offering, the X-Stack, delivers pre-engineered engines for ERP, operation core, and security, enabling rapid deployment and scalability.
Xisfo’s unique approach combines Liquid Engineering principles with on-demand software delivery, offering businesses a flexible and cost-effective way to build bespoke digital ecosystems or leverage our pre-built infrastructure. We focus on delivering reliable, secure, and scalable solutions, empowering Latin American SMEs to thrive in today’s competitive landscape.
Founded in 2022, Xisfo is rapidly expanding its reach and impact, driven by a commitment to innovation and customer success.
We provide a comprehensive suite of financial solutions designed to streamline operations and accelerate growth for businesses of all sizes. Our core offering, the X-Stack, delivers pre-engineered engines for ERP, operation core, and security, enabling rapid deployment and scalability.
Xisfo’s unique approach combines Liquid Engineering principles with on-demand software delivery, offering businesses a flexible and cost-effective way to build bespoke digital ecosystems or leverage our pre-built infrastructure. We focus on delivering reliable, secure, and scalable solutions, empowering Latin American SMEs to thrive in today’s competitive landscape.
Founded in 2022, Xisfo is rapidly expanding its reach and impact, driven by a commitment to innovation and customer success.
Finance
Financial Services
Astra Wealth Management is a Plano, Texas-based independent wealth management firm dedicated to providing comprehensive financial solutions for families and individuals.
We specialize in serving families with significant wealth, offering Family Office services to preserve and grow assets across generations. Our Comprehensive Wealth Management approach simplifies the financial journey for affluent clients, couples, and individuals seeking tailored advice.
What sets Astra apart is our commitment to building authentic, long-term relationships based on trust and transparency. We prioritize clear communication and a personalized experience, ensuring our clients feel supported and confident in their financial future. We’re changing the wealth management game.
Astra Wealth Management Group is a Registered Investment Adviser.
We specialize in serving families with significant wealth, offering Family Office services to preserve and grow assets across generations. Our Comprehensive Wealth Management approach simplifies the financial journey for affluent clients, couples, and individuals seeking tailored advice.
What sets Astra apart is our commitment to building authentic, long-term relationships based on trust and transparency. We prioritize clear communication and a personalized experience, ensuring our clients feel supported and confident in their financial future. We’re changing the wealth management game.
Astra Wealth Management Group is a Registered Investment Adviser.
Finance
Financial Services
Dimension Funding, LLC is a family-owned and operated equipment and software financing company based in Irvine, California.
For nearly 40 years, Dimension Funding has been dedicated to providing flexible and straightforward financing solutions to businesses and vendors across the USA and Canada. We specialize in equipment and software financing, including options for industries like legal, medical, and technology, as well as working capital loans.
Dimension Funding distinguishes itself through its long-standing commitment to customer service, with decades of experience ensuring personalized support and reliable partnerships. Our focus on vendor financing allows clients to expand their sales and offer attractive financing options to their own customers. We pride ourselves on our stability, integrity, and dedication to helping businesses grow. 80% of our business comes from repeat clients or referrals, a testament to our commitment to excellence.
For nearly 40 years, Dimension Funding has been dedicated to providing flexible and straightforward financing solutions to businesses and vendors across the USA and Canada. We specialize in equipment and software financing, including options for industries like legal, medical, and technology, as well as working capital loans.
Dimension Funding distinguishes itself through its long-standing commitment to customer service, with decades of experience ensuring personalized support and reliable partnerships. Our focus on vendor financing allows clients to expand their sales and offer attractive financing options to their own customers. We pride ourselves on our stability, integrity, and dedication to helping businesses grow. 80% of our business comes from repeat clients or referrals, a testament to our commitment to excellence.
Finance
Financial Services
Golden Meadow Investment LLC is a US-based Commodity Pool Operator (CPO) and Commodity Trading Advisor (CTA) registered with the CFTC, and a National Futures Association (NFA) member. We provide investors with the best risk-return investment products, combining quantitative and fundamental investment methods to deliver optimal portfolio returns.
Golden Meadow leverages extensive market research and sophisticated strategies, including a strategy matrix, big data analytics, and programmed trading, to identify suitable investments across global markets – encompassing the S&P 500, Russell 1000 constituents, Hong Kong stocks, and industry ETFs.
Our approach focuses on minimizing risk through correlation analysis and dynamically adjusting investment sizes based on market conditions, utilizing system intelligence to adapt to bull, bear, and oscillating market trends. We cater to high-net-worth investment clients and institutions seeking long-term growth.
Golden Meadow leverages extensive market research and sophisticated strategies, including a strategy matrix, big data analytics, and programmed trading, to identify suitable investments across global markets – encompassing the S&P 500, Russell 1000 constituents, Hong Kong stocks, and industry ETFs.
Our approach focuses on minimizing risk through correlation analysis and dynamically adjusting investment sizes based on market conditions, utilizing system intelligence to adapt to bull, bear, and oscillating market trends. We cater to high-net-worth investment clients and institutions seeking long-term growth.
Finance
Financial Services
STRADA Capital Corporation is a leading commercial finance firm based in Irvine, California, specializing in providing businesses and entrepreneurs with tailored funding solutions.
We empower companies across a wide range of industries – from manufacturing and logistics to retail and technology – with the capital they need to fuel growth, expand operations, and invest in essential equipment.
What sets Strada Capital apart is our multi-platform approach, combining direct lending programs with strategic partnerships to deliver competitive financing terms and exceptional service. We pride ourselves on a client-centric approach, understanding unique business needs and crafting customized solutions to optimize cash flow and drive success. Founded in 1999, Strada Capital has built a strong reputation for innovation and reliability within the financial services sector.
Our team of experienced professionals brings over 50 years of combined expertise, dedicated to supporting your business goals.
We empower companies across a wide range of industries – from manufacturing and logistics to retail and technology – with the capital they need to fuel growth, expand operations, and invest in essential equipment.
What sets Strada Capital apart is our multi-platform approach, combining direct lending programs with strategic partnerships to deliver competitive financing terms and exceptional service. We pride ourselves on a client-centric approach, understanding unique business needs and crafting customized solutions to optimize cash flow and drive success. Founded in 1999, Strada Capital has built a strong reputation for innovation and reliability within the financial services sector.
Our team of experienced professionals brings over 50 years of combined expertise, dedicated to supporting your business goals.
Finance
Financial Services
Mayflower Advisors is a Boston-based independent registered investment advisor (RIA) dedicated to preserving and growing wealth for individuals, retirement plan sponsors, and endowments & foundations.
For over 15 years, we’ve partnered with three generations of clients, helping them achieve their financial goals through experience-based wealth management, retirement planning, and charitable giving strategies.
Our client-centric approach, combined with our commitment to innovation and integrity, sets us apart. We leverage cutting-edge financial products and strategies to deliver customized solutions tailored to each client’s unique needs.
We pride ourselves on our deep industry expertise and our ability to navigate the complexities of the financial landscape, providing peace of mind and confidence to our clients.
For over 15 years, we’ve partnered with three generations of clients, helping them achieve their financial goals through experience-based wealth management, retirement planning, and charitable giving strategies.
Our client-centric approach, combined with our commitment to innovation and integrity, sets us apart. We leverage cutting-edge financial products and strategies to deliver customized solutions tailored to each client’s unique needs.
We pride ourselves on our deep industry expertise and our ability to navigate the complexities of the financial landscape, providing peace of mind and confidence to our clients.
Finance
Financial Services
Next Step is a leading core system selection and conversion management specialist based in Orlando, Florida. Since 1995, we’ve passionately supported growing financial institutions – banks and credit unions – through complex technology initiatives.
We provide comprehensive services, from initial system evaluations and strategic technology assessments to vendor contract negotiations and flawless conversion management. Our expertise extends beyond core systems to include critical ancillary technologies like digital banking, loan origination, and ATM/Debit card processing.
At Next Step, we act as your advocate, ensuring you secure the best possible technology solutions and achieve maximum efficiency. We specialize in high-risk technology projects, offering proven methodologies and a dedicated team to guide you through every step. We help you navigate the complexities of core system implementations and conversions, minimizing disruption and maximizing return on investment.
Our recent acquisition by Cornerstone Advisors further strengthens our ability to deliver exceptional advisory services and unparalleled growth opportunities.
We provide comprehensive services, from initial system evaluations and strategic technology assessments to vendor contract negotiations and flawless conversion management. Our expertise extends beyond core systems to include critical ancillary technologies like digital banking, loan origination, and ATM/Debit card processing.
At Next Step, we act as your advocate, ensuring you secure the best possible technology solutions and achieve maximum efficiency. We specialize in high-risk technology projects, offering proven methodologies and a dedicated team to guide you through every step. We help you navigate the complexities of core system implementations and conversions, minimizing disruption and maximizing return on investment.
Our recent acquisition by Cornerstone Advisors further strengthens our ability to deliver exceptional advisory services and unparalleled growth opportunities.
Finance
Financial Services
MSC is a leading tax consulting firm based in Amherst, New York, specializing in cost segregation studies and R&D tax credit services for CPAs and property owners nationwide.
For over 30 years, MSC has guided clients through the complexities of real estate tax law, providing creative solutions and defensible strategies. We leverage engineering-based cost segregation to maximize depreciation and unlock valuable tax incentives for a wide range of properties, including apartments, hotels, and golf courses.
What sets MSC apart is our commitment to building long-lasting relationships with our clients, offering dedicated partner-level support, and consistently delivering accurate, innovative results. We’ve completed over 26,500 cost segregation studies and are trusted by more than 600 CPA firms.
Our team of experts, including recognized Federal Court Witnesses, provides comprehensive support, from initial consultations to audit assistance, ensuring a seamless and successful tax planning experience.
For over 30 years, MSC has guided clients through the complexities of real estate tax law, providing creative solutions and defensible strategies. We leverage engineering-based cost segregation to maximize depreciation and unlock valuable tax incentives for a wide range of properties, including apartments, hotels, and golf courses.
What sets MSC apart is our commitment to building long-lasting relationships with our clients, offering dedicated partner-level support, and consistently delivering accurate, innovative results. We’ve completed over 26,500 cost segregation studies and are trusted by more than 600 CPA firms.
Our team of experts, including recognized Federal Court Witnesses, provides comprehensive support, from initial consultations to audit assistance, ensuring a seamless and successful tax planning experience.
Finance
Financial Services
SpringboardAuto is a direct-to-consumer auto loan platform based in Irvine, California, revolutionizing car financing for buyers across the United States.
We provide a streamlined, online and mobile-friendly experience for individuals seeking auto loans, whether purchasing from a private seller or a dealership. Our platform leverages technology and data to deliver a transparent and efficient lending process, empowering customers with control over their financing terms through our innovative Loan Configurator.
SpringboardAuto simplifies the entire loan journey, from application to approval, ensuring a confident and positive experience for our customers. We are focused on providing a modern, customer-centric approach to auto lending, combining technology with a commitment to exceptional service.
Founded in 2015, SpringboardAuto has quickly established itself as a leader in the digital auto finance space, driven by a passion for innovation and a dedication to meeting the evolving needs of car buyers. We are part of Oportun, Inc.
We provide a streamlined, online and mobile-friendly experience for individuals seeking auto loans, whether purchasing from a private seller or a dealership. Our platform leverages technology and data to deliver a transparent and efficient lending process, empowering customers with control over their financing terms through our innovative Loan Configurator.
SpringboardAuto simplifies the entire loan journey, from application to approval, ensuring a confident and positive experience for our customers. We are focused on providing a modern, customer-centric approach to auto lending, combining technology with a commitment to exceptional service.
Founded in 2015, SpringboardAuto has quickly established itself as a leader in the digital auto finance space, driven by a passion for innovation and a dedication to meeting the evolving needs of car buyers. We are part of Oportun, Inc.
Finance
Financial Services
OpenPath is a US-based technology company specializing in risk and fraud management solutions for the payments industry.
We empower merchants to handle complex transaction risk analysis with our innovative technology platform. Our solutions integrate, manage, and secure payment data, layering applications for computer-assisted analysis and rapid deployment.
OpenPath’s team of experienced engineers provides expert support, optimizing processing flows and delivering immediate results through a strong partnership. Founded in 2015 and with a team of 25, we are dedicated to building technology that drives profits for our clients.
We empower merchants to handle complex transaction risk analysis with our innovative technology platform. Our solutions integrate, manage, and secure payment data, layering applications for computer-assisted analysis and rapid deployment.
OpenPath’s team of experienced engineers provides expert support, optimizing processing flows and delivering immediate results through a strong partnership. Founded in 2015 and with a team of 25, we are dedicated to building technology that drives profits for our clients.
Finance
Financial Services
Phillips Financial Management, LLC is a trusted financial advisory firm based in Fort Wayne, Indiana. Since 1949, we’ve built a strong reputation for clarity and confidence, guiding individuals and businesses through personalized financial planning and investment management.
At Phillips Financial, we believe in transparency – we put every fee card face up, simplifying complex financial decisions and fostering open communication.
Our approach centers on understanding your unique goals and building strategies that align with your values. We offer a range of services, from comprehensive personal financial planning to strategic employee benefits solutions, all delivered with a commitment to relational insight and intentional strategy.
Rooted in Northeast Indiana for over seven decades, Phillips Financial is dedicated to community involvement, regularly volunteering with organizations like Habitat for Humanity and serving on nonprofit boards.
We’re more than just a financial firm; we’re a partner invested in your long-term success.
At Phillips Financial, we believe in transparency – we put every fee card face up, simplifying complex financial decisions and fostering open communication.
Our approach centers on understanding your unique goals and building strategies that align with your values. We offer a range of services, from comprehensive personal financial planning to strategic employee benefits solutions, all delivered with a commitment to relational insight and intentional strategy.
Rooted in Northeast Indiana for over seven decades, Phillips Financial is dedicated to community involvement, regularly volunteering with organizations like Habitat for Humanity and serving on nonprofit boards.
We’re more than just a financial firm; we’re a partner invested in your long-term success.
Finance
Financial Services
Symphony Wealth Group is a Dallas, TX-based financial planning firm specializing in retirement and wealth preservation strategies. We guide individuals and business owners through every stage of their financial journey, offering personalized solutions and comprehensive support.
Our mission is to provide exceptional financial planning services, built on trust and integrity, to help our clients achieve their unique goals. We understand the complexities of retirement, estate planning, and business finances, and we’re dedicated to simplifying the process and empowering our clients with confidence.
As a partner you can depend on, Symphony Wealth Group leverages the resources of Fidelity National Financial Services to provide a seamless experience, including access to Fidelity’s Wealthscape Investor App and eMoney client portal. We are committed to building lasting relationships and providing concierge-level service, ensuring every aspect of your financial picture is addressed with care and expertise. Financial Planning, Retirement Planning, Estate Planning, Divorce Financial Services, Investment Management, Certified Divorce Financial Analyst.
Our mission is to provide exceptional financial planning services, built on trust and integrity, to help our clients achieve their unique goals. We understand the complexities of retirement, estate planning, and business finances, and we’re dedicated to simplifying the process and empowering our clients with confidence.
As a partner you can depend on, Symphony Wealth Group leverages the resources of Fidelity National Financial Services to provide a seamless experience, including access to Fidelity’s Wealthscape Investor App and eMoney client portal. We are committed to building lasting relationships and providing concierge-level service, ensuring every aspect of your financial picture is addressed with care and expertise. Financial Planning, Retirement Planning, Estate Planning, Divorce Financial Services, Investment Management, Certified Divorce Financial Analyst.
Finance
Financial Services
Financial Design Group is a comprehensive independent financial services firm located in Toledo, Ohio, with additional offices in Phoenix, Arizona; Warsaw, Indiana, and Ft. Wright, Kentucky. We are dedicated to helping individuals and businesses achieve their long-term financial goals through personalized planning and guidance.
At Financial Design Group, we utilize a team-based approach to provide you with intelligent, long-term strategies. We specialize in Financial & Generational Planning, Retirement Income Strategy, Estate Planning, Insurance, Asset Preservation, and Risk Management & Mitigation.
Our commitment is to help you confidently navigate the complex financial world, minimize risk, and maximize the value of your resources. We work with you as a fiduciary, in advisory relationships, to establish a ‘blueprint’ for building the retirement and financial legacy of your dreams. We also offer a variety of products and services from some of the strongest and most respected companies in the industry.
At Financial Design Group, we utilize a team-based approach to provide you with intelligent, long-term strategies. We specialize in Financial & Generational Planning, Retirement Income Strategy, Estate Planning, Insurance, Asset Preservation, and Risk Management & Mitigation.
Our commitment is to help you confidently navigate the complex financial world, minimize risk, and maximize the value of your resources. We work with you as a fiduciary, in advisory relationships, to establish a ‘blueprint’ for building the retirement and financial legacy of your dreams. We also offer a variety of products and services from some of the strongest and most respected companies in the industry.
Finance
Financial Services
OY6 Capital is a veteran-owned commercial finance firm based in Irvine, California, providing growth capital and debt financing to middle market companies.
We specialize in delivering flexible funding solutions – from equipment and project finance to soft costs and future-based funding – tailored to meet the unique needs of businesses across diverse sectors.
OY6 distinguishes itself through a ‘foxhole mentality,’ offering competitive rates and straightforward documentation, backed by decades of experience and a commitment to supporting our clients through both stable and uncertain times. Our team combines seasoned financial expertise with military leadership, ensuring reliable capital and a partnership you can trust.
With over $1.5 billion in transactions completed and a strong foundation built on integrity and innovation, OY6 Capital is dedicated to helping businesses thrive and build lasting legacies.
We specialize in delivering flexible funding solutions – from equipment and project finance to soft costs and future-based funding – tailored to meet the unique needs of businesses across diverse sectors.
OY6 distinguishes itself through a ‘foxhole mentality,’ offering competitive rates and straightforward documentation, backed by decades of experience and a commitment to supporting our clients through both stable and uncertain times. Our team combines seasoned financial expertise with military leadership, ensuring reliable capital and a partnership you can trust.
With over $1.5 billion in transactions completed and a strong foundation built on integrity and innovation, OY6 Capital is dedicated to helping businesses thrive and build lasting legacies.
Finance
Financial Services
Taurus Financial is a Jersey City, New Jersey-based tax-focused wealth management firm specializing in sophisticated financial advisory services for high-net-worth individuals and business owners.
We combine tax-aware hedge fund strategies, long/short direct indexing, and estate planning to help our clients minimize tax liabilities and preserve wealth across generations. Our approach is built on a deep understanding of complex financial structures and a commitment to aligning strategy with after-tax outcomes.
Taurus Financial offers a unique blend of institutional-grade investment access and personalized service, catering to the specific needs of high-income professionals, tech executives, and business owners. We provide comprehensive solutions encompassing investment management, estate planning, and business succession strategies, all within a discreet and client-centric environment.
As a hybrid RIA, we offer both discretionary and non-discretionary advisory services, allowing our clients to maintain control while benefiting from our expertise. We are dedicated to helping our clients navigate the complexities of wealth management and achieve their long-term financial goals.
We combine tax-aware hedge fund strategies, long/short direct indexing, and estate planning to help our clients minimize tax liabilities and preserve wealth across generations. Our approach is built on a deep understanding of complex financial structures and a commitment to aligning strategy with after-tax outcomes.
Taurus Financial offers a unique blend of institutional-grade investment access and personalized service, catering to the specific needs of high-income professionals, tech executives, and business owners. We provide comprehensive solutions encompassing investment management, estate planning, and business succession strategies, all within a discreet and client-centric environment.
As a hybrid RIA, we offer both discretionary and non-discretionary advisory services, allowing our clients to maintain control while benefiting from our expertise. We are dedicated to helping our clients navigate the complexities of wealth management and achieve their long-term financial goals.
Finance
Financial Services
S2K is a leading financial services firm headquartered in Orlando, Florida, dedicated to cultivating deep relationships built on the principles of ‘Know us. Like us. Trust us.’
We specialize in providing investors with tailored solutions across retail distribution, credit asset management, advisory, and real estate investment, focusing on alternative investments, private equity, and tax-optimized strategies.
S2K distinguishes itself through a vertically integrated platform, employing a data-driven approach to develop and manage diverse projects – from multifamily developments and manufactured housing communities to adaptive reuse of historic buildings and corporate credit funds. Our team, led by CEO Steven L. Kantor, leverages over 150 years of real estate expertise and a commitment to an investor-first approach, ensuring alignment of interests and maximizing returns.
We are committed to delivering innovative deal structures and fostering long-term partnerships, providing investors with opportunities to achieve their financial goals.
We specialize in providing investors with tailored solutions across retail distribution, credit asset management, advisory, and real estate investment, focusing on alternative investments, private equity, and tax-optimized strategies.
S2K distinguishes itself through a vertically integrated platform, employing a data-driven approach to develop and manage diverse projects – from multifamily developments and manufactured housing communities to adaptive reuse of historic buildings and corporate credit funds. Our team, led by CEO Steven L. Kantor, leverages over 150 years of real estate expertise and a commitment to an investor-first approach, ensuring alignment of interests and maximizing returns.
We are committed to delivering innovative deal structures and fostering long-term partnerships, providing investors with opportunities to achieve their financial goals.
Finance
Financial Services
Better Tax Relief is a US-based tax relief company specializing in resolving tax debt and navigating IRS issues. We operate from our headquarters in Irvine, California, and provide comprehensive solutions to individuals and businesses struggling with back taxes, tax liens, wage garnishments, and more.
At Better Tax Relief, we understand the stress and anxiety that tax problems can cause. Our dedicated team of licensed Tax Relief Specialists is committed to delivering transparent, results-driven support, guiding you through every step of the process. We focus on helping our clients regain financial control and achieve peace of mind.
We offer a range of services, including the IRS Fresh Start Program, Offer in Compromise (OIC), and IRS Installment Agreements, tailored to your specific needs. We’ve helped over $250 million in tax debt resolved and have a 5-star customer satisfaction rating. We are committed to providing legal, ethical, and IRS-compliant practices to protect your financial future.
Our approach is structured and proven, beginning with a free consultation, followed by a customized strategy for tax debt resolution and long-term protection through professional tax preparation.
At Better Tax Relief, we understand the stress and anxiety that tax problems can cause. Our dedicated team of licensed Tax Relief Specialists is committed to delivering transparent, results-driven support, guiding you through every step of the process. We focus on helping our clients regain financial control and achieve peace of mind.
We offer a range of services, including the IRS Fresh Start Program, Offer in Compromise (OIC), and IRS Installment Agreements, tailored to your specific needs. We’ve helped over $250 million in tax debt resolved and have a 5-star customer satisfaction rating. We are committed to providing legal, ethical, and IRS-compliant practices to protect your financial future.
Our approach is structured and proven, beginning with a free consultation, followed by a customized strategy for tax debt resolution and long-term protection through professional tax preparation.
Finance
Financial Services
Remedy Payment Solutions is a California-based fintech company specializing in embedded payment solutions for the moving and storage industry.
We provide a modern, scalable payment platform designed to streamline operations and improve the customer experience for moving and storage companies. Our core offering, the Remedy NMI Gateway, integrates seamlessly with existing software, eliminating the need for manual checks and complex reconciliation processes.
Remedy differentiates itself through its deep understanding of the unique needs of the moving industry, coupled with a commitment to reliable, secure, and easy-to-use technology. We’ve served over 1,500 moving companies nationwide, processing over $1 billion annually, and are recognized for our exceptional customer support and industry expertise.
From owners to operations teams, Remedy offers tailored solutions to boost revenue, reduce costs, and simplify payment management – all while providing a hassle-free experience for your customers.
We provide a modern, scalable payment platform designed to streamline operations and improve the customer experience for moving and storage companies. Our core offering, the Remedy NMI Gateway, integrates seamlessly with existing software, eliminating the need for manual checks and complex reconciliation processes.
Remedy differentiates itself through its deep understanding of the unique needs of the moving industry, coupled with a commitment to reliable, secure, and easy-to-use technology. We’ve served over 1,500 moving companies nationwide, processing over $1 billion annually, and are recognized for our exceptional customer support and industry expertise.
From owners to operations teams, Remedy offers tailored solutions to boost revenue, reduce costs, and simplify payment management – all while providing a hassle-free experience for your customers.
Finance
Financial Services
Summit Financial Group is a leading financial advisory firm based in Fort Wayne, Indiana, dedicated to helping individuals and families in the Midwest achieve their long-term financial goals.
As a trusted partner of Northwestern Mutual, we provide comprehensive investment advisory services, retirement planning, and estate planning solutions. We specialize in building personalized strategies tailored to each client’s unique circumstances and risk tolerance.
Our approach centers on building strong, lasting relationships and delivering exceptional service. We focus on delivering peace of mind through strategic financial planning and expert guidance, ensuring our clients’ financial future is secure. We are committed to providing a client-first experience, combining decades of experience with a modern, technology-driven approach to wealth management.
Summit Financial Group has been serving the community since 1999, growing to a team of 53 professionals across multiple Indiana locations.
As a trusted partner of Northwestern Mutual, we provide comprehensive investment advisory services, retirement planning, and estate planning solutions. We specialize in building personalized strategies tailored to each client’s unique circumstances and risk tolerance.
Our approach centers on building strong, lasting relationships and delivering exceptional service. We focus on delivering peace of mind through strategic financial planning and expert guidance, ensuring our clients’ financial future is secure. We are committed to providing a client-first experience, combining decades of experience with a modern, technology-driven approach to wealth management.
Summit Financial Group has been serving the community since 1999, growing to a team of 53 professionals across multiple Indiana locations.
Finance
Financial Services
Capture is a St. Petersburg, Florida-based SaaS platform specializing in automating aging accounts receivable management for SMBs.
We help businesses, particularly those in the legal and accounting sectors, streamline their receivables processes and maximize revenue. Capture’s intelligent payment options and seamless integrations allow SMBs to quickly recover outstanding balances and improve overall accounts receivable performance.
What sets Capture apart is our AI-powered automation, which handles negotiations, communications, and offers with minimal human intervention, significantly boosting agent productivity and reducing overhead costs. We’re dedicated to providing intuitive receivables solutions that drive growth for our clients.
We help businesses, particularly those in the legal and accounting sectors, streamline their receivables processes and maximize revenue. Capture’s intelligent payment options and seamless integrations allow SMBs to quickly recover outstanding balances and improve overall accounts receivable performance.
What sets Capture apart is our AI-powered automation, which handles negotiations, communications, and offers with minimal human intervention, significantly boosting agent productivity and reducing overhead costs. We’re dedicated to providing intuitive receivables solutions that drive growth for our clients.
Finance
Financial Services
Croak Capital is a fiduciary wealth management advisor based in Toledo, Ohio. As a firm committed to prioritizing your best interests, we deliver exceptional, personalized concierge service throughout your financial journey.
We specialize in crafting dynamic wealth management strategies, tailored to ensure long-term prosperity and unwavering security. Our team combines decades of expertise with groundbreaking insights from top research firms, offering a truly unique approach to wealth management.
At Croak Capital, we’re dedicated to optimizing your wealth’s potential by enhancing returns, minimizing risk, and lowering taxes to the fullest extent. We design customized strategies to suit your unique financial profile, ensuring best-in-class growth and protection for your assets. Founded in 2018, Croak Capital provides comprehensive services including wealth management, tax services, and risk management, catering to a diverse clientele of entrepreneurs, business owners, and high-net-worth individuals.
Our firm adheres to the highest fiduciary standards, ensuring that we always put your best interests first. We pride ourselves on transparent and fair pricing, aligning our success with yours. Croak Capital is led by a team of experienced professionals, including CLU, ChFC, and CFP® certified advisors, dedicated to shaping your legacy.
We specialize in crafting dynamic wealth management strategies, tailored to ensure long-term prosperity and unwavering security. Our team combines decades of expertise with groundbreaking insights from top research firms, offering a truly unique approach to wealth management.
At Croak Capital, we’re dedicated to optimizing your wealth’s potential by enhancing returns, minimizing risk, and lowering taxes to the fullest extent. We design customized strategies to suit your unique financial profile, ensuring best-in-class growth and protection for your assets. Founded in 2018, Croak Capital provides comprehensive services including wealth management, tax services, and risk management, catering to a diverse clientele of entrepreneurs, business owners, and high-net-worth individuals.
Our firm adheres to the highest fiduciary standards, ensuring that we always put your best interests first. We pride ourselves on transparent and fair pricing, aligning our success with yours. Croak Capital is led by a team of experienced professionals, including CLU, ChFC, and CFP® certified advisors, dedicated to shaping your legacy.
Finance
Financial Services
The Planning Center, Inc is a fee-only financial planning firm based in Moline, Illinois, dedicated to providing personalized guidance across all stages of life.
We specialize in helping individuals and families navigate life’s transitions – from the birth of a child to retirement – with a focus on asset & debt management, investment management, and retirement planning. Our approach centers around open conversations about money alongside life goals, fostering a deeper understanding of your values and priorities.
At The Planning Center, we’re committed to objectivity and perspective, utilizing research-backed financial planning strategies and a fiduciary standard of care to help you build a secure and fulfilling future. We offer a range of services including estate planning, insurance & benefits, and tax planning, all tailored to your unique circumstances.
Founded in 1998, The Planning Center has a long-standing reputation for grounded philosophies and a client-centric approach, supported by a team of credentialed professionals. We currently operate seven locations across the United States, providing local expertise and nationwide support.
We specialize in helping individuals and families navigate life’s transitions – from the birth of a child to retirement – with a focus on asset & debt management, investment management, and retirement planning. Our approach centers around open conversations about money alongside life goals, fostering a deeper understanding of your values and priorities.
At The Planning Center, we’re committed to objectivity and perspective, utilizing research-backed financial planning strategies and a fiduciary standard of care to help you build a secure and fulfilling future. We offer a range of services including estate planning, insurance & benefits, and tax planning, all tailored to your unique circumstances.
Founded in 1998, The Planning Center has a long-standing reputation for grounded philosophies and a client-centric approach, supported by a team of credentialed professionals. We currently operate seven locations across the United States, providing local expertise and nationwide support.
Finance
Financial Services
CII Advisors is a Florida-based business sales and transition advisory firm specializing in helping established business owners write their next chapter of freedom and prosperity.
We work closely with owners of lower middle market companies, typically with annual sales between $5 and $50 million, across a diverse range of industries including aviation, boating, healthcare, home services, HVAC, impact glass, lawn care, manufacturing, plumbing, property management, and roofing.
CII Advisors distinguishes itself through a deep understanding of business ownership challenges, gained from decades of experience and a team comprised of former business owners themselves. Our proven process, combined with our diligence, attention to detail, and responsive service, ensures a smooth and successful business transition for our clients.
With 38 years of experience, CII Advisors has consistently helped business owners maximize value and achieve their goals, solidifying our position as a trusted partner in Florida’s business community.
We work closely with owners of lower middle market companies, typically with annual sales between $5 and $50 million, across a diverse range of industries including aviation, boating, healthcare, home services, HVAC, impact glass, lawn care, manufacturing, plumbing, property management, and roofing.
CII Advisors distinguishes itself through a deep understanding of business ownership challenges, gained from decades of experience and a team comprised of former business owners themselves. Our proven process, combined with our diligence, attention to detail, and responsive service, ensures a smooth and successful business transition for our clients.
With 38 years of experience, CII Advisors has consistently helped business owners maximize value and achieve their goals, solidifying our position as a trusted partner in Florida’s business community.
Finance
Financial Services
Harbor Capital Leasing is a leading equipment lessor based in Littleton, Colorado, specializing in material handling equipment financing and asset management solutions for businesses across the United States, Mexico, and Canada.
Since 1984, Harbor Capital has grown to manage over $550 million in equipment lease portfolios, providing tailored financing and comprehensive asset management services to a diverse range of industries, including chemical, automotive, paper, and food processing.
We differentiate ourselves through customized lease programs, bundled solutions, and transparent communication, ensuring our clients achieve the lowest total cost of ownership and meet their strategic goals. Our commitment to client success, combined with our robust AMOS lease and asset management system, makes us a trusted partner for businesses seeking to optimize their capital investments. Equipment Leasing, Asset Management, and Portfolio Servicing are at the core of our operations.
As a certified Women’s Owned Business Enterprise (WBENC), Harbor Capital is dedicated to diversity and inclusion across all aspects of our organization.
Since 1984, Harbor Capital has grown to manage over $550 million in equipment lease portfolios, providing tailored financing and comprehensive asset management services to a diverse range of industries, including chemical, automotive, paper, and food processing.
We differentiate ourselves through customized lease programs, bundled solutions, and transparent communication, ensuring our clients achieve the lowest total cost of ownership and meet their strategic goals. Our commitment to client success, combined with our robust AMOS lease and asset management system, makes us a trusted partner for businesses seeking to optimize their capital investments. Equipment Leasing, Asset Management, and Portfolio Servicing are at the core of our operations.
As a certified Women’s Owned Business Enterprise (WBENC), Harbor Capital is dedicated to diversity and inclusion across all aspects of our organization.
Finance
Financial Services
Succentrix Business Advisors is a national leader in fractional CFO services, providing comprehensive tax, business, and financial advisory solutions to small businesses and entrepreneurs across the United States.
We empower business owners to make data-driven decisions and achieve sustainable growth by offering a flexible, on-demand CFO partnership.
Succentrix distinguishes itself through a unique franchise model, combining the expertise of seasoned financial professionals with cutting-edge cloud accounting and payroll software, enabling our clients to streamline operations and maximize profitability. Our commitment to ongoing training and support ensures our clients receive the strategic guidance they need to thrive.
Founded in 2014, Succentrix has rapidly expanded to over 40 locations, serving a diverse range of industries and business sizes. We are dedicated to fostering strong client relationships built on trust, transparency, and exceptional service.
We empower business owners to make data-driven decisions and achieve sustainable growth by offering a flexible, on-demand CFO partnership.
Succentrix distinguishes itself through a unique franchise model, combining the expertise of seasoned financial professionals with cutting-edge cloud accounting and payroll software, enabling our clients to streamline operations and maximize profitability. Our commitment to ongoing training and support ensures our clients receive the strategic guidance they need to thrive.
Founded in 2014, Succentrix has rapidly expanded to over 40 locations, serving a diverse range of industries and business sizes. We are dedicated to fostering strong client relationships built on trust, transparency, and exceptional service.
Finance
Financial Services
Vestia Personal Wealth Advisors is a wealth advisory firm based in Fort Wayne, Indiana, dedicated to helping physicians and high-net-worth individuals build a life worth living.
We understand that a fulfilling life extends beyond financial success. At Vestia, we take a holistic approach, focusing on understanding your values, passions, and long-term goals to create a personalized wealth strategy.
Our team of experienced financial advisors, including Certified Financial Planners® and Accredited Asset Management Specialists℠, provides comprehensive services encompassing investment advisory, retirement planning, insurance, and contract negotiation. We’re committed to providing unbiased advice and building lasting relationships based on trust and transparency.
We believe in creating Wealth That Matters™ – a legacy of financial security and personal fulfillment. We partner with professionals to build impactful financial plans since 2018.
We understand that a fulfilling life extends beyond financial success. At Vestia, we take a holistic approach, focusing on understanding your values, passions, and long-term goals to create a personalized wealth strategy.
Our team of experienced financial advisors, including Certified Financial Planners® and Accredited Asset Management Specialists℠, provides comprehensive services encompassing investment advisory, retirement planning, insurance, and contract negotiation. We’re committed to providing unbiased advice and building lasting relationships based on trust and transparency.
We believe in creating Wealth That Matters™ – a legacy of financial security and personal fulfillment. We partner with professionals to build impactful financial plans since 2018.
Finance
Financial Services
Carlyle Capital is a leading private lender and asset management company based in Irvine, California, specializing in real estate financing solutions.
We provide debt financing for a wide range of real estate projects, including residential, commercial, multifamily, development, retail, office, industrial, hospitality, land, mobile home and mixed-use properties.
Carlyle Capital distinguishes itself through a comprehensive due diligence process, prioritizing borrower needs and offering competitive, innovative capital for complex transactions. Since 2000, we’ve built an unrivaled reputation for underwriting and understanding even the most challenging real estate deals.
Our expertise spans bridge loans, refinance options, acquisitions, and land development, making us a trusted partner for investors seeking flexible and efficient financing.
We provide debt financing for a wide range of real estate projects, including residential, commercial, multifamily, development, retail, office, industrial, hospitality, land, mobile home and mixed-use properties.
Carlyle Capital distinguishes itself through a comprehensive due diligence process, prioritizing borrower needs and offering competitive, innovative capital for complex transactions. Since 2000, we’ve built an unrivaled reputation for underwriting and understanding even the most challenging real estate deals.
Our expertise spans bridge loans, refinance options, acquisitions, and land development, making us a trusted partner for investors seeking flexible and efficient financing.
Finance
Financial Services
Whitaker-Myers Wealth Managers is a trusted, independent Registered Investment Advisor RIA serving individuals, families, and business owners across Ohio, Florida, and beyond.
Since 1869, we’ve built a reputation for providing comprehensive wealth management strategies, combining personalized financial planning with expert investment management and proactive tax planning. Our team of experienced professionals – including CFP® professionals and tax advisors – works closely with clients to develop tailored solutions aligned with their unique goals and values.
We offer a full suite of services, including retirement planning, investment management utilizing evidence-based portfolios, tax optimization, estate and legacy planning, and specialized solutions for business owners. We are proud to be recognized among the most trusted advisory firms, consistently named to AdvisorHub’s Advisors to Watch.
At Whitaker-Myers, we’re dedicated to helping you steward your wealth wisely and achieve lasting financial security.
Since 1869, we’ve built a reputation for providing comprehensive wealth management strategies, combining personalized financial planning with expert investment management and proactive tax planning. Our team of experienced professionals – including CFP® professionals and tax advisors – works closely with clients to develop tailored solutions aligned with their unique goals and values.
We offer a full suite of services, including retirement planning, investment management utilizing evidence-based portfolios, tax optimization, estate and legacy planning, and specialized solutions for business owners. We are proud to be recognized among the most trusted advisory firms, consistently named to AdvisorHub’s Advisors to Watch.
At Whitaker-Myers, we’re dedicated to helping you steward your wealth wisely and achieve lasting financial security.
Finance
Financial Services
Legion Capital is a FinTech driven specialized lender based in Orlando, Florida. We provide bridge funding, acquisition finance, development, and growth capital to small and medium sized businesses and real estate developers, addressing a market segment that is often underserved by traditional banks. Legion Capital serves investors and broker dealer communities through a suite of diversified equity and debt investment products. Our focus is on delivering customized and expeditious financing solutions, supporting projects across residential development, luxury home finance, and medical campus development – including the Lake Nona Medical Campus and South Lake Hospital-Blue Cedar. Legion Capital’s expertise in specialized lending and strategic investments makes us a trusted partner for growth and expansion.
We specialize in financing real estate development projects, including residential communities and luxury homes, as well as supporting the construction of innovative medical campuses. Our commitment to providing tailored financing solutions allows us to support a diverse range of projects across Florida and beyond.
Legion Capital’s success is built on a foundation of strong relationships with investors and a deep understanding of the unique needs of our clients. We are dedicated to providing flexible and responsive financing options, enabling our partners to achieve their goals.
We specialize in financing real estate development projects, including residential communities and luxury homes, as well as supporting the construction of innovative medical campuses. Our commitment to providing tailored financing solutions allows us to support a diverse range of projects across Florida and beyond.
Legion Capital’s success is built on a foundation of strong relationships with investors and a deep understanding of the unique needs of our clients. We are dedicated to providing flexible and responsive financing options, enabling our partners to achieve their goals.
Finance
Financial Services
Pure Wealth Strategies is a Raleigh, North Carolina-based financial planning firm specializing in comprehensive wealth management solutions for families.
We serve individuals and families seeking to build and preserve their wealth, navigate life transitions, and achieve their long-term financial goals. Our approach focuses on understanding each client’s unique circumstances, values, and aspirations to create personalized strategies that align with their vision.
As a faith-driven firm, we prioritize integrity, trust, and a holistic view of financial well-being. We offer a range of services including retirement planning, estate planning, investment management, and tax optimization, all designed to provide peace of mind and secure a prosperous future for generations to come. We are committed to providing honest and transparent advice, challenging our clients to step outside their comfort zones, and fostering a strong, collaborative partnership.
We serve individuals and families seeking to build and preserve their wealth, navigate life transitions, and achieve their long-term financial goals. Our approach focuses on understanding each client’s unique circumstances, values, and aspirations to create personalized strategies that align with their vision.
As a faith-driven firm, we prioritize integrity, trust, and a holistic view of financial well-being. We offer a range of services including retirement planning, estate planning, investment management, and tax optimization, all designed to provide peace of mind and secure a prosperous future for generations to come. We are committed to providing honest and transparent advice, challenging our clients to step outside their comfort zones, and fostering a strong, collaborative partnership.
Finance
Financial Services
EllieTrac.AI is a leading FinTech company specializing in advanced digital document processing solutions, based in Irvine, California. We deliver 100% machine OCR technology, eliminating the need for human intervention and ensuring exceptional accuracy for data credit capture.
Our platform is specifically designed to transform the digital lending landscape, serving small businesses and consumers with unparalleled speed and reliability. We provide comprehensive analytics, robust data validation, and actionable insights, empowering lenders to make smarter decisions.
EllieTrac.AI’s innovative approach to OCR and data processing streamlines workflows, reduces operational costs, and improves data quality. We are committed to providing cutting-edge solutions that drive efficiency and growth for our clients in the financial services sector.
Founded in 2018, EllieTrac.AI has rapidly grown to become a trusted partner for organizations seeking to optimize their document processing operations.
Our platform is specifically designed to transform the digital lending landscape, serving small businesses and consumers with unparalleled speed and reliability. We provide comprehensive analytics, robust data validation, and actionable insights, empowering lenders to make smarter decisions.
EllieTrac.AI’s innovative approach to OCR and data processing streamlines workflows, reduces operational costs, and improves data quality. We are committed to providing cutting-edge solutions that drive efficiency and growth for our clients in the financial services sector.
Founded in 2018, EllieTrac.AI has rapidly grown to become a trusted partner for organizations seeking to optimize their document processing operations.
Finance
Financial Services
Fluent Mortgage is a leading mortgage lender revolutionizing the home financing industry, based in Melbourne, Florida.
We specialize in providing seamless and efficient mortgage processes for a diverse range of clients, including first-time homebuyers, investors, and those seeking refinancing. Our mission is to empower individuals to make informed financial decisions and achieve their dream of homeownership through education and exploring all available options.
Fluent Mortgage leverages modern technology and personalized service to deliver a streamlined experience, approved by government agencies like Fannie Mae, Freddie Mac, and Ginnie Mae. Founded in 2023 by Rajin Ramdeholl, we’re committed to customer satisfaction and helping Americans realize their real estate financial goals. We offer a wide array of mortgage solutions, including VA loans, Non-QM mortgages, and reverse mortgages.
We specialize in providing seamless and efficient mortgage processes for a diverse range of clients, including first-time homebuyers, investors, and those seeking refinancing. Our mission is to empower individuals to make informed financial decisions and achieve their dream of homeownership through education and exploring all available options.
Fluent Mortgage leverages modern technology and personalized service to deliver a streamlined experience, approved by government agencies like Fannie Mae, Freddie Mac, and Ginnie Mae. Founded in 2023 by Rajin Ramdeholl, we’re committed to customer satisfaction and helping Americans realize their real estate financial goals. We offer a wide array of mortgage solutions, including VA loans, Non-QM mortgages, and reverse mortgages.
Finance
Financial Services
SumRidge Partners is a leading fixed income electronic market maker, specializing in high yield and investment grade corporate bonds, municipal bonds, and emerging market bonds, based in Jersey City, New Jersey.
We provide liquidity to institutional, middle market, and wealth management clients worldwide, leveraging our technological strengths and an experienced sales and trading team.
SumRidge Partners operates as a premier, electronic-based fixed income market maker, ensuring instantaneous execution for our diverse client base through our own balance sheet. Founded in 2010 following the financial crisis, we offer actionable fixed income trade ideas and trading desk commentary, solidifying our position as a trusted partner in the fixed income landscape.
We provide liquidity to institutional, middle market, and wealth management clients worldwide, leveraging our technological strengths and an experienced sales and trading team.
SumRidge Partners operates as a premier, electronic-based fixed income market maker, ensuring instantaneous execution for our diverse client base through our own balance sheet. Founded in 2010 following the financial crisis, we offer actionable fixed income trade ideas and trading desk commentary, solidifying our position as a trusted partner in the fixed income landscape.
Finance
Financial Services
RevivePay is a California-based Point of Sale (POS) system provider specializing in secure and seamless payment solutions for businesses of all sizes.
We empower retailers and service providers – from amusement parks and bakeries to wineries and vape shops – with a comprehensive suite of POS hardware and software designed to streamline operations and enhance customer experiences. Our goal is to simplify the complexities of modern commerce, allowing businesses to focus on what they do best: serving their customers.
RevivePay distinguishes itself through its commitment to robust chargeback protection, flexible merchant account options – including high-risk, low-risk, and medium-risk – and a user-friendly, cloud-based platform accessible from anywhere. We offer a complete ecosystem, including desktop terminals, wireless readers, and e-commerce solutions, all backed by dedicated support.
Founded on the principle of providing reliable and accessible payment technology, RevivePay has quickly become a trusted partner for businesses seeking to optimize their sales processes and build lasting customer relationships.
We empower retailers and service providers – from amusement parks and bakeries to wineries and vape shops – with a comprehensive suite of POS hardware and software designed to streamline operations and enhance customer experiences. Our goal is to simplify the complexities of modern commerce, allowing businesses to focus on what they do best: serving their customers.
RevivePay distinguishes itself through its commitment to robust chargeback protection, flexible merchant account options – including high-risk, low-risk, and medium-risk – and a user-friendly, cloud-based platform accessible from anywhere. We offer a complete ecosystem, including desktop terminals, wireless readers, and e-commerce solutions, all backed by dedicated support.
Founded on the principle of providing reliable and accessible payment technology, RevivePay has quickly become a trusted partner for businesses seeking to optimize their sales processes and build lasting customer relationships.
Finance
Financial Services
WPWealth is a Fort Worth, Texas-based wealth management firm dedicated to providing comprehensive financial planning and investment solutions to individuals and families.
For over 20 years, we’ve been committed to building lasting relationships with our clients, offering personalized guidance and proactive management of their financial futures. We understand that navigating the complexities of wealth requires a trusted partner, and our team of experienced advisors strives to be that for you.
At WPWealth, we focus on delivering exceptional service, managing risk, and simplifying the investment process, allowing you to confidently pursue your financial goals. We’ve been ranked #17 on the Dallas Business Journal’s DFW Wealth Management Firms list and are recognized as a top firm by Accounting Today, demonstrating our commitment to excellence and client satisfaction.
With over $1 billion in assets under management and eight convenient locations throughout Texas, WPWealth is your local expert for achieving financial security.
For over 20 years, we’ve been committed to building lasting relationships with our clients, offering personalized guidance and proactive management of their financial futures. We understand that navigating the complexities of wealth requires a trusted partner, and our team of experienced advisors strives to be that for you.
At WPWealth, we focus on delivering exceptional service, managing risk, and simplifying the investment process, allowing you to confidently pursue your financial goals. We’ve been ranked #17 on the Dallas Business Journal’s DFW Wealth Management Firms list and are recognized as a top firm by Accounting Today, demonstrating our commitment to excellence and client satisfaction.
With over $1 billion in assets under management and eight convenient locations throughout Texas, WPWealth is your local expert for achieving financial security.
Finance
Financial Services
Amuni Financial is a leading investment firm based in Saint Petersburg, Florida, dedicated to providing personalized financial guidance to individual investors.
For over four decades – since 1980 – we’ve cultivated long-term relationships built on trust and a commitment to helping our clients achieve their financial goals. We specialize in a comprehensive range of investment solutions, including municipal and corporate bonds, government securities, mutual funds, annuities, and individual stocks.
At Amuni Financial, we prioritize understanding each client’s unique circumstances and objectives. Our experienced team offers tailored strategies designed to preserve and grow wealth, ensuring a secure financial future. We are committed to delivering exceptional service and expertise to our clients, helping them build and maintain a lasting legacy.
For over four decades – since 1980 – we’ve cultivated long-term relationships built on trust and a commitment to helping our clients achieve their financial goals. We specialize in a comprehensive range of investment solutions, including municipal and corporate bonds, government securities, mutual funds, annuities, and individual stocks.
At Amuni Financial, we prioritize understanding each client’s unique circumstances and objectives. Our experienced team offers tailored strategies designed to preserve and grow wealth, ensuring a secure financial future. We are committed to delivering exceptional service and expertise to our clients, helping them build and maintain a lasting legacy.
Finance
Financial Services
The Concord Advisory Group, Ltd is a leading investment consulting firm based in Princeton, New Jersey, providing objective advice to institutions seeking to improve their investment program results.
For over 35 years, Concord has been dedicated to empowering healthcare organizations, religious organizations, endowments, and foundations with strategic governance, implementation, and research. We specialize in assisting these complex organizations navigate the intricacies of today’s investment markets, ensuring optimal performance and alignment with their long-term goals.
Concord’s approach is built on a foundation of non-conflicted professional advice, rejecting compensation from financial institutions. Our team of experienced consultants, analysts, and research associates delivers tailored solutions, fostering efficient internal staff, investment committees, and board members. Experience. Leadership. The Right Solution.
For over 35 years, Concord has been dedicated to empowering healthcare organizations, religious organizations, endowments, and foundations with strategic governance, implementation, and research. We specialize in assisting these complex organizations navigate the intricacies of today’s investment markets, ensuring optimal performance and alignment with their long-term goals.
Concord’s approach is built on a foundation of non-conflicted professional advice, rejecting compensation from financial institutions. Our team of experienced consultants, analysts, and research associates delivers tailored solutions, fostering efficient internal staff, investment committees, and board members. Experience. Leadership. The Right Solution.
Finance
Financial Services
Altcoin Lab is a leading technology and liquidity solutions provider based in Orlando, Florida, specializing in blockchain development and cryptocurrency exchange platforms.
We empower businesses and institutions to establish a robust presence in the digital asset space, offering a comprehensive suite of services including whitelabel exchange solutions, crypto-fiat liquidity provision, and secure cryptocurrency payment gateways.
Altcoin Lab’s core strength lies in our ability to deliver scalable, customizable blockchain technology, enabling clients to launch and operate professional digital asset exchanges with speed and efficiency. Our global network and expertise in areas like DeFi, NFT solutions, and tokenization provide a secure and transparent ecosystem for a wide range of industry stakeholders.
Founded in 2015, Altcoin Lab has rapidly grown to serve a diverse clientele, providing innovative solutions and fostering a thriving community within the Web3 landscape.
We empower businesses and institutions to establish a robust presence in the digital asset space, offering a comprehensive suite of services including whitelabel exchange solutions, crypto-fiat liquidity provision, and secure cryptocurrency payment gateways.
Altcoin Lab’s core strength lies in our ability to deliver scalable, customizable blockchain technology, enabling clients to launch and operate professional digital asset exchanges with speed and efficiency. Our global network and expertise in areas like DeFi, NFT solutions, and tokenization provide a secure and transparent ecosystem for a wide range of industry stakeholders.
Founded in 2015, Altcoin Lab has rapidly grown to serve a diverse clientele, providing innovative solutions and fostering a thriving community within the Web3 landscape.
Finance
Financial Services
Apriem Advisors is a fee-only investment advisory firm based in Irvine, California, serving Orange County individuals and families for over 28 years.
We specialize in helping clients navigate retirement, inheritance, career changes, and life’s most important financial decisions. Our approach is built on a ‘planning first, fiduciary’ philosophy, ensuring we prioritize your best interests above all else.
As fiduciaries, we provide clear, straightforward guidance and coordinate your financial plans across investments, tax strategy, and long-term goals. We’re committed to building a lasting partnership through life’s transitions, fostering confidence and clarity for generations to come. Wealth Management, Retirement Planning, and Estate Planning are core services we offer.
We specialize in helping clients navigate retirement, inheritance, career changes, and life’s most important financial decisions. Our approach is built on a ‘planning first, fiduciary’ philosophy, ensuring we prioritize your best interests above all else.
As fiduciaries, we provide clear, straightforward guidance and coordinate your financial plans across investments, tax strategy, and long-term goals. We’re committed to building a lasting partnership through life’s transitions, fostering confidence and clarity for generations to come. Wealth Management, Retirement Planning, and Estate Planning are core services we offer.
Finance
Financial Services
Wildcat Lending is a leading private money lender, also known as a hard money lender, based in Plano, Texas. We specialize in providing fast, reasonable, and secure real estate loans for investment properties, offering a streamlined process that bypasses the complexities of traditional lenders.
Wildcat Lending delivers financing solutions for residential investment properties, including purchase and refinance loans, backed by competitive rates and the fastest turnaround times in the industry. We understand that each investor’s situation is unique, and our innovative lending strategies ensure you receive the best possible loan options.
With over 75 years of combined experience, Wildcat Lending is a trusted partner for real estate investors seeking efficient and reliable capital. We are now operating as **Read more about the new partnership here.**
Wildcat Lending delivers financing solutions for residential investment properties, including purchase and refinance loans, backed by competitive rates and the fastest turnaround times in the industry. We understand that each investor’s situation is unique, and our innovative lending strategies ensure you receive the best possible loan options.
With over 75 years of combined experience, Wildcat Lending is a trusted partner for real estate investors seeking efficient and reliable capital. We are now operating as **Read more about the new partnership here.**
Finance
Financial Services
Alaska Air Group Credit Union is a Seattle, Washington-based financial institution dedicated to serving the needs of current and retired Alaska Air Group employees and their families. For over 70 years, we’ve provided a full suite of financial services, including competitive dividend rates on savings, low-interest loans, and convenient online and mobile banking. As a member-owned, not-for-profit cooperative, we prioritize our members by offering lower fees and better rates.
We offer a wide range of accounts to suit your needs, from checking and savings to IRAs and loans, including auto, home equity, and recreational vehicle options.
Alaska Air Group Credit Union is recognized as a top-performing credit union, consistently earning accolades for our service and financial performance. We are federally insured by NCUA and committed to providing first-class service to our valued members.
Our commitment to our members is reflected in our dedication to financial wellness and education, offering resources and tools to help you achieve your financial goals.
We offer a wide range of accounts to suit your needs, from checking and savings to IRAs and loans, including auto, home equity, and recreational vehicle options.
Alaska Air Group Credit Union is recognized as a top-performing credit union, consistently earning accolades for our service and financial performance. We are federally insured by NCUA and committed to providing first-class service to our valued members.
Our commitment to our members is reflected in our dedication to financial wellness and education, offering resources and tools to help you achieve your financial goals.
Finance
Financial Services
Lendesca is a leading Orlando, Florida-based SBA loan provider, revolutionizing government-guaranteed lending for small businesses.
We combine AI document intelligence, automated loan preparation, and a team of GGL experts to accelerate SBA lending.
Lendesca rebuilt the SBA loan process for our Bank partners, helping business owners move from application to funded in weeks not months. Our platform streamlines the entire process, from secure document upload and AI-powered data extraction to automated loan file preparation and digital closings.
With 15+ years of SBA experience on average for each of our leadership team members and 668,000+ SBA loans funded, Lendesca delivers a faster, more transparent path to SBA financing for business owners, brokers, and banks alike.
We combine AI document intelligence, automated loan preparation, and a team of GGL experts to accelerate SBA lending.
Lendesca rebuilt the SBA loan process for our Bank partners, helping business owners move from application to funded in weeks not months. Our platform streamlines the entire process, from secure document upload and AI-powered data extraction to automated loan file preparation and digital closings.
With 15+ years of SBA experience on average for each of our leadership team members and 668,000+ SBA loans funded, Lendesca delivers a faster, more transparent path to SBA financing for business owners, brokers, and banks alike.
Finance
Financial Services
Landmark Legal is a partnership providing debt relief solutions to individuals and families across the United States.
We specialize in helping clients navigate the complexities of debt settlement and bankruptcy, offering a clear path towards financial freedom and a debt-free life. Our team of experienced legal professionals focuses on debt management and bankruptcy representation, ensuring clients understand their options and achieve their goals.
Landmark Legal distinguishes itself through a client-centered approach, prioritizing clear communication, personalized strategies, and a commitment to achieving positive outcomes. We are dedicated to helping our clients regain control of their finances and build a more secure future.
Founded in 2019 and based in Orlando, Florida, Landmark Legal has quickly grown to serve hundreds of clients, providing a trusted and reliable service in the debt relief industry.
We specialize in helping clients navigate the complexities of debt settlement and bankruptcy, offering a clear path towards financial freedom and a debt-free life. Our team of experienced legal professionals focuses on debt management and bankruptcy representation, ensuring clients understand their options and achieve their goals.
Landmark Legal distinguishes itself through a client-centered approach, prioritizing clear communication, personalized strategies, and a commitment to achieving positive outcomes. We are dedicated to helping our clients regain control of their finances and build a more secure future.
Founded in 2019 and based in Orlando, Florida, Landmark Legal has quickly grown to serve hundreds of clients, providing a trusted and reliable service in the debt relief industry.
Finance
Financial Services
Equity Wave Lending, Inc is a nationwide leader in real estate financing, providing fast and reliable business purpose loans and trust deed investments from our Irvine, California headquarters.
We specialize in 1st, 2nd, and 3rd Trust Deeds, catering to a wide range of property types including residential, commercial, mixed-use, and unique properties like historical buildings and dome homes. Our ‘common sense’ approach prioritizes responsible underwriting and offers flexible terms, including blanket loans and construction-to-completion financing.
Equity Wave Lending distinguishes itself through its streamlined process, often closing loans in as little as a few days, and its commitment to serving borrowers and investors alike. We’re dedicated to providing accessible financing solutions, even for those with limited credit or no FICO score.
With over 13 years of experience, we’ve built a strong reputation as a trusted partner for investors and borrowers seeking alternative funding options. We currently serve over 1000 investors and have a dedicated team of experienced professionals focused on delivering exceptional service.
We specialize in 1st, 2nd, and 3rd Trust Deeds, catering to a wide range of property types including residential, commercial, mixed-use, and unique properties like historical buildings and dome homes. Our ‘common sense’ approach prioritizes responsible underwriting and offers flexible terms, including blanket loans and construction-to-completion financing.
Equity Wave Lending distinguishes itself through its streamlined process, often closing loans in as little as a few days, and its commitment to serving borrowers and investors alike. We’re dedicated to providing accessible financing solutions, even for those with limited credit or no FICO score.
With over 13 years of experience, we’ve built a strong reputation as a trusted partner for investors and borrowers seeking alternative funding options. We currently serve over 1000 investors and have a dedicated team of experienced professionals focused on delivering exceptional service.
Finance
Financial Services
Alaska Growth Capital is an Anchorage, Alaska-based alternative lending organization, serving businesses across the northwestern United States. Since 1997, we’ve been dedicated to fostering economic development and job creation, providing crucial financing solutions up to $10 million through SBA and USDA programs.
We specialize in supporting companies in rural and underserved communities, including Alaska Native Corporations, and are a twelve-time SBA Community Lender of the Year and a Native CDFI.
As a subsidiary of McKinley Management, LLC, we combine local expertise with global investment insights, enabling us to deliver tailored financial solutions and drive sustainable growth.
Alaska Growth Capital has successfully deployed over $600 million in capital and $100 million in New Markets Tax Credits (NMTC), contributing to the prosperity of Alaskan communities and beyond.
We specialize in supporting companies in rural and underserved communities, including Alaska Native Corporations, and are a twelve-time SBA Community Lender of the Year and a Native CDFI.
As a subsidiary of McKinley Management, LLC, we combine local expertise with global investment insights, enabling us to deliver tailored financial solutions and drive sustainable growth.
Alaska Growth Capital has successfully deployed over $600 million in capital and $100 million in New Markets Tax Credits (NMTC), contributing to the prosperity of Alaskan communities and beyond.
Finance
Financial Services
JurisPrudent Deferral Solutions is a Charlotte, North Carolina-based financial services firm specializing in attorney fee deferral programs.
We help trial lawyers and law firms reduce their tax burdens, grow their wealth, and improve their financial flexibility through IRS-compliant 409A fee deferral plans.
JurisPrudent combines the sophistication of Fortune 500 deferred compensation with the specific needs of the legal profession, offering a secure and customizable solution for managing contingency fees and bonus arrangements. Our team, comprised of experienced professionals with over 100 years of combined expertise, administers over $7 billion in deferred compensation for numerous leading companies.
We are committed to providing exceptional client service and building long-term partnerships based on trust and transparency.
We help trial lawyers and law firms reduce their tax burdens, grow their wealth, and improve their financial flexibility through IRS-compliant 409A fee deferral plans.
JurisPrudent combines the sophistication of Fortune 500 deferred compensation with the specific needs of the legal profession, offering a secure and customizable solution for managing contingency fees and bonus arrangements. Our team, comprised of experienced professionals with over 100 years of combined expertise, administers over $7 billion in deferred compensation for numerous leading companies.
We are committed to providing exceptional client service and building long-term partnerships based on trust and transparency.
Finance
Financial Services
Security Financial Management, Inc is a financial advisory firm based in Orlando, Florida, dedicated to helping individuals and families achieve their financial goals.
For over 35 years, we’ve provided comprehensive investment, retirement, estate, and insurance planning services to clients throughout Central Florida. We’re proud to be recognized as ‘Best of Winter Park’ for financial planning seven consecutive years.
Our team of experienced professionals – Frank S. Lovaglio, David P. Allen, Michael D. Allen, Sylvia Williams, Suzanne M. Breitwieser and Cindy E. Fowler – offer a personalized approach, working alongside you to build a tailored strategy that aligns with your values and long-term aspirations. We combine decades of experience with a commitment to independent advice and a focus on building lasting relationships.
We offer a multi-dimensional approach, integrating investment management, strategic tax optimization, estate planning, and risk management to provide a holistic view of your financial well-being. We are a member of the Kestra Financial network, providing access to a wider range of resources and expertise.
For over 35 years, we’ve provided comprehensive investment, retirement, estate, and insurance planning services to clients throughout Central Florida. We’re proud to be recognized as ‘Best of Winter Park’ for financial planning seven consecutive years.
Our team of experienced professionals – Frank S. Lovaglio, David P. Allen, Michael D. Allen, Sylvia Williams, Suzanne M. Breitwieser and Cindy E. Fowler – offer a personalized approach, working alongside you to build a tailored strategy that aligns with your values and long-term aspirations. We combine decades of experience with a commitment to independent advice and a focus on building lasting relationships.
We offer a multi-dimensional approach, integrating investment management, strategic tax optimization, estate planning, and risk management to provide a holistic view of your financial well-being. We are a member of the Kestra Financial network, providing access to a wider range of resources and expertise.
Finance
Financial Services
Relational Advisors is a California-based employee benefits consulting firm specializing in providing tailored solutions for small to mid-sized entrepreneurial service companies.
We help employers navigate the complexities of employee benefits, retirement planning, and HR support, ensuring compliance, controlling costs, and attracting and retaining top talent.
Relational Advisors distinguishes itself through a deep understanding of the unique needs of industries like architecture, engineering, real estate, software, media, and law, coupled with a commitment to building lasting relationships. Our approach focuses on becoming a trusted partner, transforming benefits into a strategic asset for our clients.
Founded in 2020, we’ve grown to serve clients across California and Colorado, dedicated to delivering exceptional value and expertise.
We help employers navigate the complexities of employee benefits, retirement planning, and HR support, ensuring compliance, controlling costs, and attracting and retaining top talent.
Relational Advisors distinguishes itself through a deep understanding of the unique needs of industries like architecture, engineering, real estate, software, media, and law, coupled with a commitment to building lasting relationships. Our approach focuses on becoming a trusted partner, transforming benefits into a strategic asset for our clients.
Founded in 2020, we’ve grown to serve clients across California and Colorado, dedicated to delivering exceptional value and expertise.
Finance
Financial Services
Express Legal Funding is a leading nationwide pre-settlement funding company headquartered in Plano, Texas. We provide fast, risk-free lawsuit cash advances to injured plaintiffs, enabling them to manage their finances while awaiting fair legal settlements.
We assist individuals across the United States who have sustained injuries in car accidents, personal injury claims, slip and fall accidents, Jones Act & Maritime incidents, and other legal matters. Our pre-settlement funding solutions offer critical financial relief, helping clients cover essential living expenses and avoid accepting lowball settlement offers due to financial pressure.
Express Legal Funding distinguishes itself through its commitment to transparency, integrity, and exceptional client care. We operate with a low, fixed rate, offering direct legal funding without unnecessary fees or complicated processes. We respect attorney-client privilege and welcome inquiries from attorneys and law firm staff.
Founded in 2015 and employing 11-50 people, Express Legal Funding is a trusted partner for plaintiffs and legal professionals seeking reliable pre-settlement funding solutions.
We assist individuals across the United States who have sustained injuries in car accidents, personal injury claims, slip and fall accidents, Jones Act & Maritime incidents, and other legal matters. Our pre-settlement funding solutions offer critical financial relief, helping clients cover essential living expenses and avoid accepting lowball settlement offers due to financial pressure.
Express Legal Funding distinguishes itself through its commitment to transparency, integrity, and exceptional client care. We operate with a low, fixed rate, offering direct legal funding without unnecessary fees or complicated processes. We respect attorney-client privilege and welcome inquiries from attorneys and law firm staff.
Founded in 2015 and employing 11-50 people, Express Legal Funding is a trusted partner for plaintiffs and legal professionals seeking reliable pre-settlement funding solutions.
Finance
Financial Services
Stern Brothers is a leading investment bank headquartered in St. Louis, Missouri, providing comprehensive financial solutions to public and corporate clients across the United States.
For over a century, Stern Brothers has been a trusted partner, specializing in Municipal and Corporate Finance, Underwriting, Private Placement, and Remarketing Services. We support organizations in achieving their capital and diversity objectives through our deep transactional experience and innovative financing ideas.
As one of the nation’s largest certified 100% woman-owned, woman-led WBE certified investment banks, Stern Brothers offers a unique blend of expertise and commitment to client success. Our focus on government and agency trading, combined with our seasoned professionals, allows us to deliver tailored solutions for a wide range of financial needs. Municipal Finance, Corporate Finance, and Debt and Equity Capital Markets are at the core of our offerings.
For over a century, Stern Brothers has been a trusted partner, specializing in Municipal and Corporate Finance, Underwriting, Private Placement, and Remarketing Services. We support organizations in achieving their capital and diversity objectives through our deep transactional experience and innovative financing ideas.
As one of the nation’s largest certified 100% woman-owned, woman-led WBE certified investment banks, Stern Brothers offers a unique blend of expertise and commitment to client success. Our focus on government and agency trading, combined with our seasoned professionals, allows us to deliver tailored solutions for a wide range of financial needs. Municipal Finance, Corporate Finance, and Debt and Equity Capital Markets are at the core of our offerings.
Finance
Financial Services
Company Name | Location | Category | Employees | Accuracy | Website | |
|---|---|---|---|---|---|---|
Orlando, United States (US) | Finance and Banking Finance and Banking | 10-20 | contact@xisfo.com | https://xisfo.com/ | ||
Plano, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@astrawmg.com | https://www.astrawmg.com | ||
Irvine, United States (US) | Finance and Banking Finance and Banking | 30-50 | info@dimensionfunding.com | https://dimensionfunding.com | ||
Jersey City, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@goldenmeadow.us | http://goldenmeadow.us/ | ||
Irvine, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@stradacapital.com | http://www.stradacapital.com | ||
Boston, United States (US) | Finance and Banking Finance and Banking | 30-50 | vinson.brod@mayfloweradvisors.com | http://mayfloweradvisors.com/ | ||
Orlando, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@nextstepinc.com | http://www.nextstepinc.com/ | ||
Amherst, United States (US) | Finance and Banking Finance and Banking | 30-50 | info@msc.tax | https://msc.tax/ | ||
Irvine, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@springboardauto.com | https://www.springboardauto.com | ||
Irvine, United States (US) | Finance and Banking Finance and Banking | 20-30 | info@openpath.io | http://www.openpath.io | ||
Fort Wayne, United States (US) | Finance and Banking Finance and Banking | 20-30 | info@myphillips.com | http://www.myphillips.com | ||
Plano, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@symphonywg.com | https://www.symphonywg.com/ | ||
Toledo, United States (US) | Finance and Banking Finance and Banking | 30-50 | info@fdgonline.com | http://www.fdgonline.com | ||
Irvine, United States (US) | Finance and Banking Finance and Banking | 20-30 | info@oy6capital.com | https://www.oy6capital.com/ | ||
Jersey City, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@taurus-fin.com | http://www.taurus-fin.com | ||
Orlando, United States (US) | Finance and Banking Finance and Banking | 20-30 | info@s2kco.com | http://www.s2kco.com | ||
Irvine, United States (US) | Finance and Banking Finance and Banking | 30-50 | info@bettertaxrelief.com | https://bettertaxrelief.com/ | ||
Irvine, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@remedypayments.com | https://remedypayments.com | ||
Fort Wayne, United States (US) | Finance and Banking Finance and Banking | 30-50 | info@summit.nm.com | http://summit.nm.com | ||
St. Petersburg, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@capturerev.io | https://capturerev.io/ | ||
Toledo, United States (US) | Finance and Banking Finance and Banking | 10-20 | hello@croakcapital.com | http://croakcapital.com | ||
Moline, United States (US) | Finance and Banking Finance and Banking | 20-30 | info@theplanningcenter.com | http://www.theplanningcenter.com | ||
Orlando, United States (US) | Finance and Banking Finance and Banking | 10-20 | contact@ciiadvisors.com | https://ciiadvisors.com/ | ||
Littleton, United States (US) | Finance and Banking Finance and Banking | 50-100 | sales@harborcapital.net | https://harborcapital.net | ||
West Monroe, United States (US) | Finance and Banking Finance and Banking | 30-50 | bill@succentrix.com | http://www.succentrix.com/ | ||
Fort Wayne, United States (US) | Finance and Banking Finance and Banking | 30-50 | hello@vestia.com | https://www.vestiaadvisors.com | ||
Irvine, United States (US) | Finance and Banking Finance and Banking | 20-30 | info@carlylecapitalinc.com | http://carlylecapitalinc.com/ | ||
Mansfield, United States (US) | Finance and Banking Finance and Banking | 20-30 | info@whitakerwealth.com | http://whitakerwealth.com | ||
Orlando, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@legioncapital.com | http://www.legioncapital.com | ||
Raleigh, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@purewealthstrategies.com | https://www.purewealthstrategies.com/ | ||
Irvine, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@ellietrac.ai | http://ellietrac.ai | ||
Melbourne, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@myfmloan.com | http://www.myfmloan.com | ||
Jerrsey City, United States (US) | Finance and Banking Finance and Banking | 30-50 | info@sumridge.com | http://www.sumridge.com | ||
Irvine, United States (US) | Finance and Banking Finance and Banking | 10-20 | contact@revivepay.com | https://www.revivepay.com/ | ||
Fort Worth, United States (US) | Finance and Banking Finance and Banking | 20-30 | info@wpwealth.com | http://www.wpwealth.com | ||
Saint Petersburg, United States (US) | Finance and Banking Finance and Banking | 20-30 | info@amuni.com | https://www.amuni.com | ||
Princeton, United States (US) | Finance and Banking Finance and Banking | 30-50 | info@concordadvisory.com | http://www.concordadvisory.com | ||
Orlando, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@altcoinlab.io | http://www.altcoinlab.io | ||
Irvine, United States (US) | Finance and Banking Finance and Banking | 20-30 | bri@apriem.com | https://www.apriem.com | ||
Plano, United States (US) | Finance and Banking Finance and Banking | 20-30 | info@wildcatlending.com | https://wildcatlending.com | ||
Seatac, United States (US) | Finance and Banking Finance and Banking | 30-50 | info@aagcu.org | http://www.aagcu.org | ||
Orlando, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@lendesca.com | https://lendesca.com | ||
Orlando, United States (US) | Finance and Banking Finance and Banking | 20-30 | info@landmarklegal.com | http://www.landmarklegal.com | ||
Irvine, United States (US) | Finance and Banking Finance and Banking | 20-30 | info@equitywavelending.com | https://equitywavelending.com/ | ||
Anchorage, United States (US) | Finance and Banking Finance and Banking | 20-30 | info@alaskagrowth.com | http://www.alaskagrowth.com | ||
Charlotte, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@jpdsllc.com | http://www.jpdsllc.com | ||
Orlando, United States (US) | Finance and Banking Finance and Banking | 30-50 | info@sfmadvisorgroup.com | http://www.sfmadvisorgroup.com | ||
Irvine, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@relational.com | http://www.relational.com | ||
Plano, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@expresslegalfunding.com | https://expresslegalfunding.com/ | ||
St. Louis, United States (US) | Finance and Banking Finance and Banking | 30-50 | info@sternbrothers.com | http://sternbrothers.com |
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Frequently asked questions
Updated 23 October 2026
What is Enterprise League?
Enterprise League is a free business directory that helps buyers find the right company by sector and country. Every company has a profile showing what it does, what it offers and how to get in touch.
Is it free to list my company?
Yes, and it stays free: no card, no paid tier. Your profile appears in search results and category pages, can show up to 20 products and services, and lets buyers message you or ask for a quote.
How does verification work, and what does it cost?
Verifying your company is free. Confirm a code we email to an address at your company’s website, or send a company registration document for our team to check, and the verified badge appears on your profile. To show the badge in the directory and search results as well, take out a subscription: the first 14 days are free, and the price is on our pricing page.
Where does the company information come from?
Most profiles are built from public sources, such as official company registers. Claim your company’s profile to correct its details and add your own.
How do I claim or correct my company’s profile?
Open your company’s profile and choose Claim Profile. If you use an email address at your company’s website, a 6-digit code makes the profile yours at once; otherwise our team reviews your request, usually within a few days. Spotted a mistake on a company that isn’t yours? Tell us through our contact page.