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 2774 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.
2,774 companies
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YNAB is a US-based financial wellness company that empowers individuals to take control of their finances through its zero-based budgeting method.
We help people transform their relationship with money by challenging conventional thinking and encouraging mindful spending. YNAB, short for ‘You Need a Budget,’ provides a powerful tool for tracking expenses, setting goals, and building a secure financial future.
What sets YNAB apart is its proactive approach to budgeting – giving every dollar a job – fostering a sense of control and reducing financial stress. Founded in 2004, YNAB has grown to serve a global community of users, with over 208,000 followers on LinkedIn and a strong commitment to financial education.
We help people transform their relationship with money by challenging conventional thinking and encouraging mindful spending. YNAB, short for ‘You Need a Budget,’ provides a powerful tool for tracking expenses, setting goals, and building a secure financial future.
What sets YNAB apart is its proactive approach to budgeting – giving every dollar a job – fostering a sense of control and reducing financial stress. Founded in 2004, YNAB has grown to serve a global community of users, with over 208,000 followers on LinkedIn and a strong commitment to financial education.
Financial Services
Finance
Stax Payments is a leading, high-growth payments technology firm specializing in integrated payments, recurring billing, and SMB processing, headquartered in Orlando, Florida.
We empower software platforms, small businesses, and large businesses with simplified, industry-leading integrated payment and recurring billing solutions.
Stax differentiates itself through a comprehensive suite of solutions – Stax Pay, Stax Connect, Stax Bill, and CardX by Stax – designed to streamline payment processing and unlock new revenue streams for our partners. We offer a seamless and compliant experience for merchants and customers alike, backed by a dedicated support team.
Founded in 2014, Stax Payments has rapidly grown to serve a diverse range of clients, including SaaS providers and traditional businesses, and is a registered ISO/MSP in association with Fifth Third Bank and Elavon.
We empower software platforms, small businesses, and large businesses with simplified, industry-leading integrated payment and recurring billing solutions.
Stax differentiates itself through a comprehensive suite of solutions – Stax Pay, Stax Connect, Stax Bill, and CardX by Stax – designed to streamline payment processing and unlock new revenue streams for our partners. We offer a seamless and compliant experience for merchants and customers alike, backed by a dedicated support team.
Founded in 2014, Stax Payments has rapidly grown to serve a diverse range of clients, including SaaS providers and traditional businesses, and is a registered ISO/MSP in association with Fifth Third Bank and Elavon.
Financial Services
Finance
Susser Bank is a Texas-based bank providing a full suite of personal and commercial banking solutions.
For over 60 years, we’ve been dedicated to creating outstanding results that benefit our clients, team members, and communities. We believe in building long-term relationships, not just processing transactions.
Susser Bank distinguishes itself through a commitment to personalized service and a partner-based approach. Our team of banking professionals works closely with you to understand your unique needs and develop tailored solutions, whether you’re a small business owner, a growing corporation, or an individual seeking financial guidance.
As a member FDIC and Equal Housing Lender, Susser Bank is committed to responsible lending and providing a secure and reliable banking experience. We’re proud to be a part of the vibrant Texas economy and look forward to supporting your financial success for generations to come.
For over 60 years, we’ve been dedicated to creating outstanding results that benefit our clients, team members, and communities. We believe in building long-term relationships, not just processing transactions.
Susser Bank distinguishes itself through a commitment to personalized service and a partner-based approach. Our team of banking professionals works closely with you to understand your unique needs and develop tailored solutions, whether you’re a small business owner, a growing corporation, or an individual seeking financial guidance.
As a member FDIC and Equal Housing Lender, Susser Bank is committed to responsible lending and providing a secure and reliable banking experience. We’re proud to be a part of the vibrant Texas economy and look forward to supporting your financial success for generations to come.
Financial Services
Finance
CNL Financial Group is a leading private investment management firm based in Orlando, Florida, specializing in alternative investments. Since 1973, CNL and its affiliates have established a strong track record of forming and acquiring companies, managing over $36 billion in assets.
We partner with a diverse range of clients, including broker-dealers and institutional investors, to provide tailored investment solutions. Our core mission is to deliver enduring stakeholder value through strategic capital investments and a commitment to long-term growth.
CNL Strategic Capital, a CNL Private Capital SM offering, focuses on owning private companies and generating both long-term growth and monthly income. CNL Securities provides alternative investment solutions to the broker-dealer and institutional investment communities.
CNL Financial Group is dedicated to fostering a values-based environment, prioritizing organizational development and individual growth for our team members.
We partner with a diverse range of clients, including broker-dealers and institutional investors, to provide tailored investment solutions. Our core mission is to deliver enduring stakeholder value through strategic capital investments and a commitment to long-term growth.
CNL Strategic Capital, a CNL Private Capital SM offering, focuses on owning private companies and generating both long-term growth and monthly income. CNL Securities provides alternative investment solutions to the broker-dealer and institutional investment communities.
CNL Financial Group is dedicated to fostering a values-based environment, prioritizing organizational development and individual growth for our team members.
Financial Services
Finance
Latino Community Credit Union is a Durham, North Carolina-based nonprofit financial institution dedicated to providing vital financial services and support to the Latino community and underserved populations.
We empower individuals and families with access to loans, savings accounts, and financial education, fostering economic independence and opportunity. Our mission is to integrate newcomers and the underserved into the U.S. financial system, creating a more inclusive and equitable financial landscape.
As a member-owned credit union, we prioritize our members’ financial well-being and offer competitive rates and personalized service. We are committed to building a stronger, more prosperous community through responsible financial practices and community investment. We proudly serve a diverse membership from across the U.S. and around the world.
We empower individuals and families with access to loans, savings accounts, and financial education, fostering economic independence and opportunity. Our mission is to integrate newcomers and the underserved into the U.S. financial system, creating a more inclusive and equitable financial landscape.
As a member-owned credit union, we prioritize our members’ financial well-being and offer competitive rates and personalized service. We are committed to building a stronger, more prosperous community through responsible financial practices and community investment. We proudly serve a diverse membership from across the U.S. and around the world.
Financial Services
Finance
Delmar Mortgage is a family-owned mortgage company based in St. Louis, Missouri, serving homeowners and lenders across 42 states. We specialize in providing personalized home loans, refinancing options, and renovation financing, including FHA, VA, and jumbo loans.
Our mission is to make the mortgage process simple, clear, and truly personal – it’s about opening doors, not just closing loans. Founded in 1966 by Carl & Saul Mirowitz, Delmar Mortgage has a long history of prioritizing people and community. We’re committed to offering competitive rates and expert guidance, helping our clients achieve their homeownership dreams.
We also offer reverse mortgages and support first-time buyers. Looking for a loan officer? Visit our website to find one today: https://delmarmortgage.com/find-a-loan-officer/ This is for information purposes only and is not an offer to extend customer credit as defined by Section 12 CFR 1026.2 Regulation Z.
Our mission is to make the mortgage process simple, clear, and truly personal – it’s about opening doors, not just closing loans. Founded in 1966 by Carl & Saul Mirowitz, Delmar Mortgage has a long history of prioritizing people and community. We’re committed to offering competitive rates and expert guidance, helping our clients achieve their homeownership dreams.
We also offer reverse mortgages and support first-time buyers. Looking for a loan officer? Visit our website to find one today: https://delmarmortgage.com/find-a-loan-officer/ This is for information purposes only and is not an offer to extend customer credit as defined by Section 12 CFR 1026.2 Regulation Z.
Financial Services
Finance
Insight Financial Services is a leading provider of customized leasing solutions for organizations acquiring technology, equipment, and associated services, based in Irvine, California.
We specialize in delivering flexible and transparent IT equipment leasing, healthcare equipment leasing, education technology leasing, and modular building finance, catering to corporate enterprises, education institutions, and government agencies. Our core mission is to simplify equipment acquisition and management, allowing our clients to focus on their core business objectives.
What sets Insight Financial Services apart is our fully integrated asset management system, AMOS, providing clients with complete visibility and control over their leased assets. Furthermore, we own and operate our own equipment return and refurbishment facility, ensuring competitive pricing and sustainable practices. Founded in 1987, we’ve grown to manage a $1.4 billion portfolio and partner with 20 Tier 1 Banks, demonstrating our stability and commitment to long-term client relationships.Technology Equipment Leasing, IT Refresh, Modular Building Finance, Medical Equipment Leasing, Asset Management, Lease Management
We specialize in delivering flexible and transparent IT equipment leasing, healthcare equipment leasing, education technology leasing, and modular building finance, catering to corporate enterprises, education institutions, and government agencies. Our core mission is to simplify equipment acquisition and management, allowing our clients to focus on their core business objectives.
What sets Insight Financial Services apart is our fully integrated asset management system, AMOS, providing clients with complete visibility and control over their leased assets. Furthermore, we own and operate our own equipment return and refurbishment facility, ensuring competitive pricing and sustainable practices. Founded in 1987, we’ve grown to manage a $1.4 billion portfolio and partner with 20 Tier 1 Banks, demonstrating our stability and commitment to long-term client relationships.Technology Equipment Leasing, IT Refresh, Modular Building Finance, Medical Equipment Leasing, Asset Management, Lease Management
Financial Services
Finance
Credit Union 1 Alaska is a community-focused financial institution providing essential banking services to residents and businesses throughout Alaska. Established in 1952, we’ve grown from a small Anchorage teachers’ credit union to a statewide network serving nearly 100,000 members.
We specialize in delivering personalized financial solutions, including checking and savings accounts, auto loans, recreational loans, and home mortgages, all designed to meet the unique needs of Alaskans. Our commitment to member service and community investment remains at the heart of everything we do.
As a federally insured credit union, Credit Union 1 is dedicated to fostering financial well-being and supporting the vibrant communities we serve. We offer a full suite of eServices for convenient access to your accounts, and our experienced team is here to guide you every step of the way.
With locations across Alaska – Anchorage, Eagle River, Fairbanks, Ketchikan, Kodiak, Nome, Soldotna, and more – and a strong history of supporting local initiatives, Credit Union 1 is more than just a bank; we’re a trusted partner in Alaska’s prosperity.
We specialize in delivering personalized financial solutions, including checking and savings accounts, auto loans, recreational loans, and home mortgages, all designed to meet the unique needs of Alaskans. Our commitment to member service and community investment remains at the heart of everything we do.
As a federally insured credit union, Credit Union 1 is dedicated to fostering financial well-being and supporting the vibrant communities we serve. We offer a full suite of eServices for convenient access to your accounts, and our experienced team is here to guide you every step of the way.
With locations across Alaska – Anchorage, Eagle River, Fairbanks, Ketchikan, Kodiak, Nome, Soldotna, and more – and a strong history of supporting local initiatives, Credit Union 1 is more than just a bank; we’re a trusted partner in Alaska’s prosperity.
Financial Services
Finance
Directions Credit Union is a trusted financial institution serving the Greater Toledo Area and Central Ohio since 1953.
As a member-owned, nonprofit cooperative, we provide a comprehensive range of
financial services to individuals, families, and businesses, including personal and business banking, loans, and investment options.
Directions Credit Union distinguishes itself through its commitment to member benefits – offering competitive rates, lower fees, and personalized service, all while supporting the local community.
With over 70,000 members and a strong history of community involvement, Directions Credit Union is dedicated to helping our members achieve their financial goals.
As a member-owned, nonprofit cooperative, we provide a comprehensive range of
financial services to individuals, families, and businesses, including personal and business banking, loans, and investment options.
Directions Credit Union distinguishes itself through its commitment to member benefits – offering competitive rates, lower fees, and personalized service, all while supporting the local community.
With over 70,000 members and a strong history of community involvement, Directions Credit Union is dedicated to helping our members achieve their financial goals.
Financial Services
Finance
Payment Systems Corp is a leading electronic payment processing organization based in Los Angeles, California, providing comprehensive payment acceptance solutions to businesses nationwide.
We specialize in delivering a full suite of services, including merchant services, equipment leasing programs, POS systems, website integration, and PCI compliance products. Our goal is to streamline payment processing for businesses of all sizes, from small retailers to large enterprises.
Payment Systems Corp leverages strategic partnerships with industry leaders like Visa, MasterCard, and Discover, ensuring our clients receive cutting-edge technology and unparalleled support. We are committed to providing secure and reliable payment solutions, backed by a nationwide footprint and dedicated team. Founded in 2007, we’ve grown to serve over 500 employees across seven locations.
We specialize in delivering a full suite of services, including merchant services, equipment leasing programs, POS systems, website integration, and PCI compliance products. Our goal is to streamline payment processing for businesses of all sizes, from small retailers to large enterprises.
Payment Systems Corp leverages strategic partnerships with industry leaders like Visa, MasterCard, and Discover, ensuring our clients receive cutting-edge technology and unparalleled support. We are committed to providing secure and reliable payment solutions, backed by a nationwide footprint and dedicated team. Founded in 2007, we’ve grown to serve over 500 employees across seven locations.
Financial Services
Finance
Insight Capital Finance is a privately held, independent company based in Irvine, California, specializing in customized financing solutions for a wide range of fitness equipment and facilities.
As part of the Insight Capital Solutions family, founded in 1987, we provide flexible lease and loan programs to gyms, fitness studios, commercial office buildings, residential communities, educational institutions, hotels, and more. We help businesses modernize their facilities and preserve cash flow while achieving their growth goals.
Our commitment to you includes customized lease programs, bundled solutions, fast and easy approvals, and access to our top-tier AMOS contract and asset management system. We pride ourselves on clear communication and industry expertise, ensuring a seamless and transparent financing experience.
Insight Capital Finance manages a $1.5 billion lease portfolio and employs 275 experienced professionals dedicated to supporting our clients’ success.
As part of the Insight Capital Solutions family, founded in 1987, we provide flexible lease and loan programs to gyms, fitness studios, commercial office buildings, residential communities, educational institutions, hotels, and more. We help businesses modernize their facilities and preserve cash flow while achieving their growth goals.
Our commitment to you includes customized lease programs, bundled solutions, fast and easy approvals, and access to our top-tier AMOS contract and asset management system. We pride ourselves on clear communication and industry expertise, ensuring a seamless and transparent financing experience.
Insight Capital Finance manages a $1.5 billion lease portfolio and employs 275 experienced professionals dedicated to supporting our clients’ success.
Financial Services
Finance
Starkey Mortgage is a leading residential mortgage lender and home financing specialist serving clients in Texas.
We help individuals and families achieve their homeownership dreams by providing a wide range of loan products, including refinance loans and affinity lending solutions.
At Starkey Mortgage, we leverage state-of-the-art technology to streamline the mortgage process, ensuring a seamless and efficient experience for our customers. Our commitment to compassionate service and building long-term relationships with both clients and employees is at the heart of everything we do. We are dedicated to the communities we serve and pride ourselves on our small company mentality, even as we grow to become a top loan originator.
We prioritize the individual and involve all employees in the direction of the company through direct feedback and a generous annual profit-sharing plan.
We help individuals and families achieve their homeownership dreams by providing a wide range of loan products, including refinance loans and affinity lending solutions.
At Starkey Mortgage, we leverage state-of-the-art technology to streamline the mortgage process, ensuring a seamless and efficient experience for our customers. Our commitment to compassionate service and building long-term relationships with both clients and employees is at the heart of everything we do. We are dedicated to the communities we serve and pride ourselves on our small company mentality, even as we grow to become a top loan originator.
We prioritize the individual and involve all employees in the direction of the company through direct feedback and a generous annual profit-sharing plan.
Financial Services
Finance
McLean Mortgage Corporation is a leading mortgage lender serving clients across Virginia, North Carolina, Maryland, Pennsylvania, Florida, South Carolina, and Delaware.
We specialize in guiding individuals and families through every stage of the home buying process, from initial financing options to final loan approval. Our experienced team provides personalized service and expert advice, helping clients secure the right mortgage for their unique needs and financial goals.
McLean Mortgage Corporation is committed to simplifying the mortgage journey and making homeownership accessible. We offer a wide range of loan products, including FHA, VA, Jumbo, and conventional loans, alongside valuable resources like our comprehensive Mortgage Approval Process guide. We are an Equal Housing Lender and NMLS ID #99665.
Founded in 2008, McLean Mortgage Corporation has grown to become a trusted partner for real estate professionals and homebuyers alike, consistently delivering exceptional service and competitive rates.
We specialize in guiding individuals and families through every stage of the home buying process, from initial financing options to final loan approval. Our experienced team provides personalized service and expert advice, helping clients secure the right mortgage for their unique needs and financial goals.
McLean Mortgage Corporation is committed to simplifying the mortgage journey and making homeownership accessible. We offer a wide range of loan products, including FHA, VA, Jumbo, and conventional loans, alongside valuable resources like our comprehensive Mortgage Approval Process guide. We are an Equal Housing Lender and NMLS ID #99665.
Founded in 2008, McLean Mortgage Corporation has grown to become a trusted partner for real estate professionals and homebuyers alike, consistently delivering exceptional service and competitive rates.
Financial Services
Finance
Alleviate Tax is a leading tax relief firm based in Irvine, California, specializing in helping individuals across the United States resolve their IRS issues.
We understand the immense stress and financial hardship caused by back taxes, penalties, and IRS collection actions like wage garnishments and bank levies. Our mission is to provide compassionate and effective solutions, empowering thousands of Americans to regain control of their finances and achieve tax compliance.
Alleviate Tax utilizes a team of over 150 dedicated professionals – including CPAs, Enrolled Agents, and Tax Attorneys – to negotiate tax relief agreements, file delinquent returns, and navigate complex IRS procedures. We offer services such as Installment Agreements, Offer-in-Compromise, and Innocent Spouse Relief, aiming to significantly reduce tax debt and eliminate wage garnishments and bank levies. We are committed to delivering personalized support and achieving the best possible outcomes for our clients.
We understand the immense stress and financial hardship caused by back taxes, penalties, and IRS collection actions like wage garnishments and bank levies. Our mission is to provide compassionate and effective solutions, empowering thousands of Americans to regain control of their finances and achieve tax compliance.
Alleviate Tax utilizes a team of over 150 dedicated professionals – including CPAs, Enrolled Agents, and Tax Attorneys – to negotiate tax relief agreements, file delinquent returns, and navigate complex IRS procedures. We offer services such as Installment Agreements, Offer-in-Compromise, and Innocent Spouse Relief, aiming to significantly reduce tax debt and eliminate wage garnishments and bank levies. We are committed to delivering personalized support and achieving the best possible outcomes for our clients.
Financial Services
Finance
Hallmark Home Mortgage is a leading mortgage lender specializing in residential loans and serving clients across Indiana, Ohio, Kentucky, North Carolina, Missouri, and West Virginia.
We provide a comprehensive suite of mortgage solutions, including conventional, FHA/VA loans, and reverse mortgages, catering to first-time homebuyers, investors, and those seeking to refinance. Our commitment is to simplify the home buying and refinancing process, ensuring a seamless and stress-free experience for our clients.
At Hallmark Home Mortgage, we pride ourselves on our in-house decision-making process, offering personalized service and a ‘Quick2Close’ experience. We are dedicated to helping families achieve their homeownership dreams, and our team focuses solely on your needs – making your home purchase or refinance as effortless as possible. We are an Equal Housing Lender. NMLS#53441
We provide a comprehensive suite of mortgage solutions, including conventional, FHA/VA loans, and reverse mortgages, catering to first-time homebuyers, investors, and those seeking to refinance. Our commitment is to simplify the home buying and refinancing process, ensuring a seamless and stress-free experience for our clients.
At Hallmark Home Mortgage, we pride ourselves on our in-house decision-making process, offering personalized service and a ‘Quick2Close’ experience. We are dedicated to helping families achieve their homeownership dreams, and our team focuses solely on your needs – making your home purchase or refinance as effortless as possible. We are an Equal Housing Lender. NMLS#53441
Financial Services
Finance
Premier Nationwide Lending is a leading mortgage lender headquartered in Plano, Texas, providing simple and fast home loan solutions across the nation.
We specialize in conventional, FHA, VA, and jumbo loans, as well as refinancing options to help homeowners lower their rates and access valuable equity. Our commitment to exceptional customer service and a streamlined application process makes us a trusted partner for homebuyers and those looking to refinance.
With over two decades of experience and a team of dedicated mortgage experts, Premier Nationwide Lending is dedicated to exceeding client expectations and making homeownership a reality for families across 17 states. We are committed to taking care of our people and providing a dynamic team of professionals.
We offer a range of services including purchase loans, HELOCs, cash-out refinances, and debt consolidation, all designed to meet your individual needs.
We specialize in conventional, FHA, VA, and jumbo loans, as well as refinancing options to help homeowners lower their rates and access valuable equity. Our commitment to exceptional customer service and a streamlined application process makes us a trusted partner for homebuyers and those looking to refinance.
With over two decades of experience and a team of dedicated mortgage experts, Premier Nationwide Lending is dedicated to exceeding client expectations and making homeownership a reality for families across 17 states. We are committed to taking care of our people and providing a dynamic team of professionals.
We offer a range of services including purchase loans, HELOCs, cash-out refinances, and debt consolidation, all designed to meet your individual needs.
Financial Services
Finance
American Mortgage Service Company is a leading mortgage lender providing comprehensive home loan solutions to clients across Ohio, Kentucky, Indiana, Tennessee, Arkansas, Alabama, Mississippi, and Florida. Since 1975, we’ve been dedicated to simplifying the home buying and refinancing process for tens of thousands of families.
We specialize in a wide range of mortgage products, including Conventional, FHA, RHS, and VA loans, catering to both purchase transactions and homeowners seeking to refinance. Our experienced team offers personalized service and competitive loan terms, ensuring a smooth and efficient experience for every client.
At American Mortgage Service Company, we pride ourselves on our commitment to customer satisfaction and our extensive network of state mortgage loan programs. We are an Equal Housing Lender, committed to fair lending practices and compliance with all relevant regulations. We’re expanding our reach and look forward to helping more families achieve their homeownership dreams.Residential Mortgages, VA Mortgage Loans, FHA Mortgage Loans
We specialize in a wide range of mortgage products, including Conventional, FHA, RHS, and VA loans, catering to both purchase transactions and homeowners seeking to refinance. Our experienced team offers personalized service and competitive loan terms, ensuring a smooth and efficient experience for every client.
At American Mortgage Service Company, we pride ourselves on our commitment to customer satisfaction and our extensive network of state mortgage loan programs. We are an Equal Housing Lender, committed to fair lending practices and compliance with all relevant regulations. We’re expanding our reach and look forward to helping more families achieve their homeownership dreams.Residential Mortgages, VA Mortgage Loans, FHA Mortgage Loans
Financial Services
Finance
MassMutual Central U.S is a leading financial services firm dedicated to helping individuals and families in Minnesota, Nebraska, North Dakota, Nevada and across the central United States plan for their financial future.
We provide comprehensive estate analysis, business succession planning, and retirement planning services, alongside life, disability income, and long-term care insurance solutions. Our experienced advisors work closely with clients to understand their unique needs and goals, offering tailored strategies for milestone life events, such as college education and retirement.
Founded in 1892, MassMutual Central U.S. combines a rich history of trust with a commitment to delivering exceptional service. We are a privately held company with over 35 employees, focused on building lasting relationships and providing peace of mind. We specialize in helping clients navigate complex financial decisions and achieve their long-term objectives.
We provide comprehensive estate analysis, business succession planning, and retirement planning services, alongside life, disability income, and long-term care insurance solutions. Our experienced advisors work closely with clients to understand their unique needs and goals, offering tailored strategies for milestone life events, such as college education and retirement.
Founded in 1892, MassMutual Central U.S. combines a rich history of trust with a commitment to delivering exceptional service. We are a privately held company with over 35 employees, focused on building lasting relationships and providing peace of mind. We specialize in helping clients navigate complex financial decisions and achieve their long-term objectives.
Financial Services
Finance
American Senior Lending is a leading reverse mortgage lender based in Irvine, California, dedicated to providing financial solutions for seniors.
We specialize in helping homeowners aged 62 and older access the equity in their homes to improve their financial security and enjoy a comfortable retirement. Our services include assisting clients with accessing funds for healthcare expenses, home improvements, or supplementing their income. We focus on simplifying the reverse mortgage process and ensuring our clients understand all aspects of the loan.
As an NMLS-licensed lender (NMLS ID #7147), we pride ourselves on our commitment to transparency, integrity, and personalized service. We work closely with each client to determine the best options for their individual needs, offering a streamlined and supportive experience. We are committed to helping seniors achieve their financial goals and maintain their independence. Reverse Mortgages and Home Equity solutions are at the core of our business.
We specialize in helping homeowners aged 62 and older access the equity in their homes to improve their financial security and enjoy a comfortable retirement. Our services include assisting clients with accessing funds for healthcare expenses, home improvements, or supplementing their income. We focus on simplifying the reverse mortgage process and ensuring our clients understand all aspects of the loan.
As an NMLS-licensed lender (NMLS ID #7147), we pride ourselves on our commitment to transparency, integrity, and personalized service. We work closely with each client to determine the best options for their individual needs, offering a streamlined and supportive experience. We are committed to helping seniors achieve their financial goals and maintain their independence. Reverse Mortgages and Home Equity solutions are at the core of our business.
Financial Services
Finance
VelocityX TPR is an Orlando, Florida-based outsourced mortgage fulfillment services provider specializing in end-to-end mortgage processing, underwriting, and closing for lenders and investors.
We streamline the complex mortgage workflow, ensuring accuracy and efficiency throughout the entire process. Our services support a wide range of lending products, including residential, commercial, and jumbo mortgages.
VelocityX TPR differentiates itself through a commitment to data security and meticulous due diligence, providing a secure and reliable fulfillment solution. We help lenders focus on their core business while we handle the critical details of mortgage fulfillment, reducing risk and improving operational performance.
Founded in 2019, VelocityX TPR has quickly established a reputation for excellence in mortgage services, supporting over 500 lenders across the United States. We are dedicated to providing exceptional service and building long-term partnerships.
We streamline the complex mortgage workflow, ensuring accuracy and efficiency throughout the entire process. Our services support a wide range of lending products, including residential, commercial, and jumbo mortgages.
VelocityX TPR differentiates itself through a commitment to data security and meticulous due diligence, providing a secure and reliable fulfillment solution. We help lenders focus on their core business while we handle the critical details of mortgage fulfillment, reducing risk and improving operational performance.
Founded in 2019, VelocityX TPR has quickly established a reputation for excellence in mortgage services, supporting over 500 lenders across the United States. We are dedicated to providing exceptional service and building long-term partnerships.
Financial Services
Finance
LoanStream Mortgage is a California-based mortgage lender providing innovative home financing solutions across the United States.
We specialize in assisting both homebuyers and homeowners with a comprehensive range of purchase and refinance options, including conventional, FHA, VA, and jumbo loans. Our commitment is to streamline the mortgage process and offer competitive rates, making homeownership accessible to a wider range of borrowers.
LoanStream distinguishes itself through its dedication to serving diverse borrower profiles, including those who may not qualify through traditional lending channels, with our unique Non-QM loan programs. We pride ourselves on a refreshing approach to lending, prioritizing customer service and a transparent experience.
Founded in 2001 and currently employing 2-500 people, LoanStream Mortgage is an Equal Housing Lender and NMLS ID #2125. We are continuously expanding our reach and commitment to providing exceptional mortgage services nationwide.
We specialize in assisting both homebuyers and homeowners with a comprehensive range of purchase and refinance options, including conventional, FHA, VA, and jumbo loans. Our commitment is to streamline the mortgage process and offer competitive rates, making homeownership accessible to a wider range of borrowers.
LoanStream distinguishes itself through its dedication to serving diverse borrower profiles, including those who may not qualify through traditional lending channels, with our unique Non-QM loan programs. We pride ourselves on a refreshing approach to lending, prioritizing customer service and a transparent experience.
Founded in 2001 and currently employing 2-500 people, LoanStream Mortgage is an Equal Housing Lender and NMLS ID #2125. We are continuously expanding our reach and commitment to providing exceptional mortgage services nationwide.
Financial Services
Finance
JNR Adjustment Company is a nationwide collection agency and 3rd party claims administrator, headquartered in Plymouth, Minnesota.
For over 50 years, since its founding in 1970, JNR Adjustment Company has been dedicated to maximizing resources for its clients through superior claims management and greater experience.
Initially focused on commercial business, JNR has evolved to serve a diverse range of industries, including airlines, retailers, and restaurants, adapting to technological shifts and consistently prioritizing legal compliance. Today, with offices in Plymouth, MN and Orlando, FL, and a team of over 250 employees, JNR continues to provide reliable and effective recovery solutions. Collections and Claims Administration are at the heart of our operations.
For over 50 years, since its founding in 1970, JNR Adjustment Company has been dedicated to maximizing resources for its clients through superior claims management and greater experience.
Initially focused on commercial business, JNR has evolved to serve a diverse range of industries, including airlines, retailers, and restaurants, adapting to technological shifts and consistently prioritizing legal compliance. Today, with offices in Plymouth, MN and Orlando, FL, and a team of over 250 employees, JNR continues to provide reliable and effective recovery solutions. Collections and Claims Administration are at the heart of our operations.
Financial Services
Finance
Partners 1st Federal Credit Union is a community-focused financial institution serving Indiana, Ohio, Virginia, West Virginia, and Maryland. We’re dedicated to providing exceptional service and tailored financial solutions to our members, helping them achieve their goals, from homeownership to education savings.
At Partners 1st, we go beyond traditional banking, offering a comprehensive suite of products and services designed to meet the diverse needs of our members. We provide a wide range of loan options, including auto, mortgage, and home equity loans, alongside convenient checking and savings accounts, and investment opportunities.
What distinguishes Partners 1st is our commitment to member ownership and personalized service. As a non-profit, member-owned credit union, we prioritize your financial well-being above all else. With a team of dedicated professionals and a strong local presence, we’re here to support you every step of the way. Auto Loans, Home Loans, Mortgages, Credit Cards, and Savings Accounts are just a few of the ways we empower our members to thrive.
At Partners 1st, we go beyond traditional banking, offering a comprehensive suite of products and services designed to meet the diverse needs of our members. We provide a wide range of loan options, including auto, mortgage, and home equity loans, alongside convenient checking and savings accounts, and investment opportunities.
What distinguishes Partners 1st is our commitment to member ownership and personalized service. As a non-profit, member-owned credit union, we prioritize your financial well-being above all else. With a team of dedicated professionals and a strong local presence, we’re here to support you every step of the way. Auto Loans, Home Loans, Mortgages, Credit Cards, and Savings Accounts are just a few of the ways we empower our members to thrive.
Financial Services
Finance
Worth Investment Group is a private holding company based in Orlando, Florida, specializing in acquiring and growing middle-market companies across North America.
We partner with experienced management teams, providing strategic resources to drive operational improvements, accelerate growth through strategic repositioning, and achieve scale through add-on acquisitions. Our team brings significant operating expertise from manufacturing, industrial service, and value-added distribution sectors, ensuring a deep understanding of the challenges and opportunities within these markets.
At Worth Investment Group, we focus on long-term value creation, prioritizing profitability and sustainable cash flows. We are committed to building businesses based on honesty and integrity, attracting and retaining top talent, and fostering a culture of ownership. Investment Guidelines include seeking competitive advantages, acquiring assets on a value basis, and maximizing return on capital.
We currently own a diverse portfolio of companies, including American Copper & Brass, Biological Mediation Systems, Qualite Sports Lighting, Heeney Company, Energy Systems, RIPCO, Recreation Creations, and Curtis Marketing.
We partner with experienced management teams, providing strategic resources to drive operational improvements, accelerate growth through strategic repositioning, and achieve scale through add-on acquisitions. Our team brings significant operating expertise from manufacturing, industrial service, and value-added distribution sectors, ensuring a deep understanding of the challenges and opportunities within these markets.
At Worth Investment Group, we focus on long-term value creation, prioritizing profitability and sustainable cash flows. We are committed to building businesses based on honesty and integrity, attracting and retaining top talent, and fostering a culture of ownership. Investment Guidelines include seeking competitive advantages, acquiring assets on a value basis, and maximizing return on capital.
We currently own a diverse portfolio of companies, including American Copper & Brass, Biological Mediation Systems, Qualite Sports Lighting, Heeney Company, Energy Systems, RIPCO, Recreation Creations, and Curtis Marketing.
Financial Services
Finance
Trading Financial Credit, LLC is a leading consumer credit lender based in Los Angeles, California, providing fast and reliable title loans to individuals across the United States since 1994.
We specialize in helping people overcome financial challenges by leveraging the equity in their vehicles. Our mission is to provide accessible and transparent lending solutions, empowering our customers to regain financial stability. We offer a straightforward process, focusing on your vehicle’s value and your income to determine loan eligibility.
As one of the largest networks of title lenders in the nation, Trading Financial Credit, LLC. is committed to responsible lending practices and maintaining a strong reputation for fairness and customer service. We’ve grown from humble beginnings in 1994 to become a trusted partner for thousands seeking immediate financial assistance. Our team of experienced professionals is dedicated to providing exceptional support throughout the entire loan process.
We specialize in helping people overcome financial challenges by leveraging the equity in their vehicles. Our mission is to provide accessible and transparent lending solutions, empowering our customers to regain financial stability. We offer a straightforward process, focusing on your vehicle’s value and your income to determine loan eligibility.
As one of the largest networks of title lenders in the nation, Trading Financial Credit, LLC. is committed to responsible lending practices and maintaining a strong reputation for fairness and customer service. We’ve grown from humble beginnings in 1994 to become a trusted partner for thousands seeking immediate financial assistance. Our team of experienced professionals is dedicated to providing exceptional support throughout the entire loan process.
Financial Services
Finance
Crypto Coin Express FX is a US-based cryptocurrency exchange and investment platform located in Orlando, Florida.
We provide a secure and simple way for individuals to buy, sell, and trade a variety of cryptocurrencies, including Bitcoin, focusing on guaranteed profit opportunities.
CryptoCoin Express FX distinguishes itself through its commitment to a trusted exchange platform and straightforward investment approach, catering to both novice and experienced cryptocurrency investors.
Established in 2018, Crypto Coin Express FX has rapidly grown to serve a diverse clientele seeking accessible entry into the dynamic world of digital assets. We are a team of dedicated professionals focused on delivering reliable and rewarding cryptocurrency trading experiences.
Our services are designed to simplify the complexities of cryptocurrency investment, offering a user-friendly platform and transparent processes.
We provide a secure and simple way for individuals to buy, sell, and trade a variety of cryptocurrencies, including Bitcoin, focusing on guaranteed profit opportunities.
CryptoCoin Express FX distinguishes itself through its commitment to a trusted exchange platform and straightforward investment approach, catering to both novice and experienced cryptocurrency investors.
Established in 2018, Crypto Coin Express FX has rapidly grown to serve a diverse clientele seeking accessible entry into the dynamic world of digital assets. We are a team of dedicated professionals focused on delivering reliable and rewarding cryptocurrency trading experiences.
Our services are designed to simplify the complexities of cryptocurrency investment, offering a user-friendly platform and transparent processes.
Financial Services
Finance
TranzCapture is a Plano, Texas-based credit union service organization (CUSO) specializing in next-generation check processing solutions for the financial services industry. We provide a suite of remote deposit capture (RDC) products, including branch, teller, mobile, business, ATM, and ITM capture, designed to streamline operations and enhance efficiency for credit unions nationwide.
Serving nearly 4,000 credit unions – representing over 65% of the US market – TranzCapture leverages its collective volume to deliver significant economies of scale and cost savings. Our browser-based scanning software simplifies upgrades and support, reducing IT burdens for our partners.
We empower credit unions to embrace modern deposit technologies, improving customer experience and operational effectiveness. Our solutions are built to adapt to the evolving needs of the credit union sector, ensuring long-term success and innovation.
Serving nearly 4,000 credit unions – representing over 65% of the US market – TranzCapture leverages its collective volume to deliver significant economies of scale and cost savings. Our browser-based scanning software simplifies upgrades and support, reducing IT burdens for our partners.
We empower credit unions to embrace modern deposit technologies, improving customer experience and operational effectiveness. Our solutions are built to adapt to the evolving needs of the credit union sector, ensuring long-term success and innovation.
Financial Services
Finance
Edgewood Financial Network is a national financial services provider headquartered in Gold River, California, dedicated to supporting independent financial professionals.
For over four decades – since 1982 – we’ve been committed to providing the tools, resources, and support needed to build and manage thriving practices while maintaining the highest standards of compliance. We work with over 200 registered representatives and investment advisor representatives across 31 states and Western Europe, serving a diverse client base.
As an OSJ for Signator Investors, Inc. (SII), and a leading life insurance and annuity wholesaler, Edgewood Financial Network offers a comprehensive suite of services designed to empower financial advisors and enhance their client relationships. We are a trusted partner for those seeking to grow their business and deliver exceptional financial advice.
For over four decades – since 1982 – we’ve been committed to providing the tools, resources, and support needed to build and manage thriving practices while maintaining the highest standards of compliance. We work with over 200 registered representatives and investment advisor representatives across 31 states and Western Europe, serving a diverse client base.
As an OSJ for Signator Investors, Inc. (SII), and a leading life insurance and annuity wholesaler, Edgewood Financial Network offers a comprehensive suite of services designed to empower financial advisors and enhance their client relationships. We are a trusted partner for those seeking to grow their business and deliver exceptional financial advice.
Financial Services
Finance
AS Capital Investment Corporation is a finance company based in Irvine, California, specializing in providing affordable business loans and tailored financing solutions to businesses, skilled professionals, and startups.
We understand the challenges faced by entrepreneurs and businesses seeking capital, often encountering difficulties with traditional banking or lending institutions. Our mission is to bridge this gap by offering a streamlined loan process, rapid approvals, and competitive interest rates.
AS Capital Investment Corporation focuses on a range of loan products including Real Estate Funding, Business Loans, Gap Loans, Bridge Loans, and Refinancing options, ensuring we can meet diverse financial needs. We pride ourselves on our commitment to customer service and flexible financing arrangements.
Founded in 1999, we’ve grown to serve a significant client base, offering a reliable and accessible alternative to conventional lending. We currently employ between 201 and 500 people.
We understand the challenges faced by entrepreneurs and businesses seeking capital, often encountering difficulties with traditional banking or lending institutions. Our mission is to bridge this gap by offering a streamlined loan process, rapid approvals, and competitive interest rates.
AS Capital Investment Corporation focuses on a range of loan products including Real Estate Funding, Business Loans, Gap Loans, Bridge Loans, and Refinancing options, ensuring we can meet diverse financial needs. We pride ourselves on our commitment to customer service and flexible financing arrangements.
Founded in 1999, we’ve grown to serve a significant client base, offering a reliable and accessible alternative to conventional lending. We currently employ between 201 and 500 people.
Financial Services
Finance
The Jaymor Group is a leading real estate investment syndication firm based in Richmond Hill, Ontario, specializing in U.S. multi-family assets.
For over three decades – since 1989 – we’ve focused on acquiring and developing high-quality properties, primarily in the United States and Canada. Our expertise spans luxury condominiums, townhomes, and Class A student apartment communities strategically located near major universities.
Jaymor’s experienced team leverages its deep knowledge of real estate investment, management, and development to identify and capitalize on unique investment opportunities. We are committed to delivering exceptional returns for our investors through disciplined asset management and a focus on realistic valuations.
With a current staff of 22 and offices in both Ontario and Florida, we continue to expand our portfolio and provide unparalleled service to our clients.
For over three decades – since 1989 – we’ve focused on acquiring and developing high-quality properties, primarily in the United States and Canada. Our expertise spans luxury condominiums, townhomes, and Class A student apartment communities strategically located near major universities.
Jaymor’s experienced team leverages its deep knowledge of real estate investment, management, and development to identify and capitalize on unique investment opportunities. We are committed to delivering exceptional returns for our investors through disciplined asset management and a focus on realistic valuations.
With a current staff of 22 and offices in both Ontario and Florida, we continue to expand our portfolio and provide unparalleled service to our clients.
Financial Services
Finance
E2MC is a Virginia-based space investment firm specializing in early-stage ventures, with over 25 investments to date.
We focus on supporting the burgeoning space economy, providing strategic capital and operational expertise to innovative companies building the future of space exploration and technology.
E2MC’s team combines decades of space industry experience with a deep understanding of entrepreneurship and global markets, acting as a crucial bridge for U.S. space startups to expand internationally.
Our network extends across 8 countries and we actively support the development of new space applications, from satellite technology to in-space manufacturing, alongside our accelerator programs and thought leadership initiatives.
We focus on supporting the burgeoning space economy, providing strategic capital and operational expertise to innovative companies building the future of space exploration and technology.
E2MC’s team combines decades of space industry experience with a deep understanding of entrepreneurship and global markets, acting as a crucial bridge for U.S. space startups to expand internationally.
Our network extends across 8 countries and we actively support the development of new space applications, from satellite technology to in-space manufacturing, alongside our accelerator programs and thought leadership initiatives.
Financial Services
Finance
Sunrise Wealth Advisors is a trusted financial advisory firm based in Orlando, Florida, dedicated to providing comprehensive wealth management solutions to individuals, families, entrepreneurs, and businesses.
We understand that everyone’s financial goals and circumstances are unique. Our experienced team of advisors works closely with each client to develop personalized strategies encompassing investments, retirement planning, estate planning, and insurance – all designed to build a secure and prosperous future.
What sets Sunrise Wealth Advisors apart is our commitment to building long-term relationships based on trust, transparency, and a client-centric approach. We leverage data-driven strategies and access to resources through Cetera Advisors LLC to navigate market complexities and deliver exceptional results. We’re proud to be a fiduciary, always acting in your best interest.
Founded in 2009, Sunrise Wealth Advisors has grown to serve a diverse clientele, including employees of Lockheed Martin and Disney, and we continue to expand our services to meet the evolving needs of our community. We offer a range of specialized services, including 401(k) optimization, portfolio diversification, and estate planning, all supported by our commitment to ongoing education and market expertise.
We understand that everyone’s financial goals and circumstances are unique. Our experienced team of advisors works closely with each client to develop personalized strategies encompassing investments, retirement planning, estate planning, and insurance – all designed to build a secure and prosperous future.
What sets Sunrise Wealth Advisors apart is our commitment to building long-term relationships based on trust, transparency, and a client-centric approach. We leverage data-driven strategies and access to resources through Cetera Advisors LLC to navigate market complexities and deliver exceptional results. We’re proud to be a fiduciary, always acting in your best interest.
Founded in 2009, Sunrise Wealth Advisors has grown to serve a diverse clientele, including employees of Lockheed Martin and Disney, and we continue to expand our services to meet the evolving needs of our community. We offer a range of specialized services, including 401(k) optimization, portfolio diversification, and estate planning, all supported by our commitment to ongoing education and market expertise.
Financial Services
Finance
Atherean Asset Management LLC is a Jersey City, New Jersey-based wealth management firm specializing in research-focused, value-oriented investment strategies.
We provide tailored wealth management services through long-only separately-managed accounts (SMAs) and manage the Atherean Value Fund, LP (AVF). Our SMAs are meticulously designed to align with each client’s unique risk tolerance, investment timeline, and financial goals.
Founded in 2014 by Christopher Gething, CFA, Atherean Asset Management leverages a deep understanding of value investing, combined with a rigorous research process and a commitment to long-term performance. We also manage a long-short equity fund, the Atherean Value Fund, LP, supplementing it with strategies like risk-arbitrage and trend-following. Wealth Management and Portfolio Management are at the core of our offerings.
We provide tailored wealth management services through long-only separately-managed accounts (SMAs) and manage the Atherean Value Fund, LP (AVF). Our SMAs are meticulously designed to align with each client’s unique risk tolerance, investment timeline, and financial goals.
Founded in 2014 by Christopher Gething, CFA, Atherean Asset Management leverages a deep understanding of value investing, combined with a rigorous research process and a commitment to long-term performance. We also manage a long-short equity fund, the Atherean Value Fund, LP, supplementing it with strategies like risk-arbitrage and trend-following. Wealth Management and Portfolio Management are at the core of our offerings.
Financial Services
Finance
Optimus Advisory Group is a California-based investment advisory firm providing tailored investment management solutions to financial advisors, RIA firms, and broker-dealers.
We specialize in creating and managing tactical, actively-managed, and risk-managed investment strategies, offering a diverse range of services including equity, fixed income, and allocation strategies.
At Optimus Advisory Group, we prioritize personalized service, offering direct access to our leadership team, and we’ve built a strong track record demonstrating our ability to deliver results. Our boutique approach ensures that every decision is aligned with your unique goals and risk tolerance.
Founded in 2008, we’ve grown to serve a growing network of clients and advisors, consistently delivering peace of mind through proactive investment management.
We specialize in creating and managing tactical, actively-managed, and risk-managed investment strategies, offering a diverse range of services including equity, fixed income, and allocation strategies.
At Optimus Advisory Group, we prioritize personalized service, offering direct access to our leadership team, and we’ve built a strong track record demonstrating our ability to deliver results. Our boutique approach ensures that every decision is aligned with your unique goals and risk tolerance.
Founded in 2008, we’ve grown to serve a growing network of clients and advisors, consistently delivering peace of mind through proactive investment management.
Financial Services
Finance
Vann Equity Management is a leading investment money management firm based in Plano, Texas. We provide sophisticated portfolio solutions to institutional investors, independent financial advisors, high net-worth family offices, and individual investors.
Our disciplined, data-driven investment approach combines quantitative research, thoughtful portfolio construction, and personalized guidance to help clients build long-term confidence, clarity, and financial growth.
Vann Equity Management leverages its proprietary quantitative models to identify companies with compelling growth potential, utilizing superior analytics and a focus on identifying companies with superior financial characteristics. We are committed to delivering consistent, long-term performance through a process-driven firm.
Our disciplined, data-driven investment approach combines quantitative research, thoughtful portfolio construction, and personalized guidance to help clients build long-term confidence, clarity, and financial growth.
Vann Equity Management leverages its proprietary quantitative models to identify companies with compelling growth potential, utilizing superior analytics and a focus on identifying companies with superior financial characteristics. We are committed to delivering consistent, long-term performance through a process-driven firm.
Financial Services
Finance
Raxford Capital is a leading investment risk control firm based in Irvine, California. For over 25 years, we’ve provided comprehensive tax planning, asset protection, and investment risk management solutions to high-net-worth individuals and families.
We specialize in safeguarding assets and optimizing financial strategies, combining the expertise of seasoned Tax Attorneys, CPAs, and Asset Managers. Our integrated approach ensures a holistic view of your financial landscape, helping you navigate complex regulations and achieve long-term wealth preservation.
Raxford Capital’s commitment to client success is rooted in our deep understanding of estate planning, trust administration, and sophisticated investment strategies. We pride ourselves on delivering personalized service and building enduring relationships based on trust and transparency. We help our clients maintain and grow their wealth securely and efficiently.
We specialize in safeguarding assets and optimizing financial strategies, combining the expertise of seasoned Tax Attorneys, CPAs, and Asset Managers. Our integrated approach ensures a holistic view of your financial landscape, helping you navigate complex regulations and achieve long-term wealth preservation.
Raxford Capital’s commitment to client success is rooted in our deep understanding of estate planning, trust administration, and sophisticated investment strategies. We pride ourselves on delivering personalized service and building enduring relationships based on trust and transparency. We help our clients maintain and grow their wealth securely and efficiently.
Financial Services
Finance
Key.Consulting is a US-based crypto wallet recovery and hardware wallet setup service provider, specializing in helping individuals, investors, and family offices to become confident crypto investors. We offer comprehensive support, including wallet setup, secure storage solutions, and lost coin recovery services. Our team has successfully managed the secure storage and transfer of over $100 million in cryptocurrency. We prioritize security and transparency, crafting tailored plans to meet diverse crypto storage needs, from basic wallet creation to advanced security protocols.
At Key Consulting, we understand the complexities of the cryptocurrency landscape and the importance of safeguarding your digital assets. We provide expert guidance and hands-on assistance, ensuring a seamless and secure crypto journey.
Our core service is recovering lost Trezor or Ledger wallets from backup phrases with errors or missing words, alongside other recovery strategies. We also offer a comprehensive annual security and general checkup, creating and executing tailored plans for secure crypto storage and key backup. We charge a 15% fee on successfully recovered funds, with no charges if recovery is not possible.
At Key Consulting, we understand the complexities of the cryptocurrency landscape and the importance of safeguarding your digital assets. We provide expert guidance and hands-on assistance, ensuring a seamless and secure crypto journey.
Our core service is recovering lost Trezor or Ledger wallets from backup phrases with errors or missing words, alongside other recovery strategies. We also offer a comprehensive annual security and general checkup, creating and executing tailored plans for secure crypto storage and key backup. We charge a 15% fee on successfully recovered funds, with no charges if recovery is not possible.
Financial Services
Finance
The Emprise Group is a leading investment group based in Orlando, Florida, specializing in **seed stage** and **pre-seed stage** investments for innovative startups.
We focus on backing exceptional entrepreneurs and their teams with a deep understanding of their industries, providing more than just capital – we offer strategic resources and operational expertise to accelerate growth.
Our approach centers on building long-term partnerships, supporting companies through multiple funding rounds, and ultimately facilitating successful exits. We are dedicated to fostering a collaborative environment built on trust and open communication, recognizing the critical role we play in our portfolio companies’ journeys.
Founded in 2018 by experienced business founders and investors, The Emprise Group is committed to driving impactful innovation and supporting the next generation of industry leaders.
We focus on backing exceptional entrepreneurs and their teams with a deep understanding of their industries, providing more than just capital – we offer strategic resources and operational expertise to accelerate growth.
Our approach centers on building long-term partnerships, supporting companies through multiple funding rounds, and ultimately facilitating successful exits. We are dedicated to fostering a collaborative environment built on trust and open communication, recognizing the critical role we play in our portfolio companies’ journeys.
Founded in 2018 by experienced business founders and investors, The Emprise Group is committed to driving impactful innovation and supporting the next generation of industry leaders.
Financial Services
Finance
B N C H M R X is an Irvine, California-based **Sustainability Wealth Advisory** firm specializing in **luxury real estate investment** and performance optimization.
We empower high-net-worth individuals and families to build and manage sustainable wealth portfolios, focusing on strategic **property management**, insightful **portfolio assessment**, and comprehensive **occupant training**.
Our approach combines deep industry expertise with a commitment to holistic well-being, offering tailored solutions for **energy & wellness optimization** and **retirement/fiduciary practicioning**. Founded in 2012, we provide above & beyond service, fostering long-term partnerships and delivering exceptional results.
We are a trusted partner for discerning clients seeking to maximize the value and impact of their real estate investments.
We empower high-net-worth individuals and families to build and manage sustainable wealth portfolios, focusing on strategic **property management**, insightful **portfolio assessment**, and comprehensive **occupant training**.
Our approach combines deep industry expertise with a commitment to holistic well-being, offering tailored solutions for **energy & wellness optimization** and **retirement/fiduciary practicioning**. Founded in 2012, we provide above & beyond service, fostering long-term partnerships and delivering exceptional results.
We are a trusted partner for discerning clients seeking to maximize the value and impact of their real estate investments.
Financial Services
Finance
Hedgedemia Capital is a quantitative hedge fund based in Jersey City, New Jersey, specializing in U.S. equity and options markets.
We leverage state-of-the-art reinforcement learning to dynamically optimize investment strategies, balancing buying, selling, cash holdings, and hedging. Our approach is underpinned by rigorous backtesting and a commitment to data-driven decision-making.
Hedgedemia Capital caters to a diverse range of investors, including accredited investors, family offices, and institutional investors seeking sophisticated quantitative investment solutions. We provide advisory services and are open to new investment opportunities within the U.S. market.
We leverage state-of-the-art reinforcement learning to dynamically optimize investment strategies, balancing buying, selling, cash holdings, and hedging. Our approach is underpinned by rigorous backtesting and a commitment to data-driven decision-making.
Hedgedemia Capital caters to a diverse range of investors, including accredited investors, family offices, and institutional investors seeking sophisticated quantitative investment solutions. We provide advisory services and are open to new investment opportunities within the U.S. market.
Financial Services
Finance
Capital Consulting & Asset Management is a Lincoln, Nebraska-based Registered Investment Advisor (RIA) providing comprehensive financial planning and wealth management services to individuals, corporations, and institutions.
We specialize in delivering independent, conflict-free advice, helping clients achieve their financial goals through strategic asset allocation, portfolio management evaluation, and ongoing monitoring. Our services encompass financial planning, estate planning, and educational planning, ensuring a holistic approach to wealth preservation and growth.
As an independent RIA, Capital Consulting & Asset Management prioritizes client partnerships and strategic alliances, offering unbiased recommendations and support. We focus on building long-term relationships based on trust and transparency, helping our clients navigate complex financial landscapes. Founded in 1996, we have a dedicated team of experienced professionals committed to delivering exceptional service and personalized solutions. Financial Planning, Estate Planning, and Wealth Management are at the core of our offerings.
We specialize in delivering independent, conflict-free advice, helping clients achieve their financial goals through strategic asset allocation, portfolio management evaluation, and ongoing monitoring. Our services encompass financial planning, estate planning, and educational planning, ensuring a holistic approach to wealth preservation and growth.
As an independent RIA, Capital Consulting & Asset Management prioritizes client partnerships and strategic alliances, offering unbiased recommendations and support. We focus on building long-term relationships based on trust and transparency, helping our clients navigate complex financial landscapes. Founded in 1996, we have a dedicated team of experienced professionals committed to delivering exceptional service and personalized solutions. Financial Planning, Estate Planning, and Wealth Management are at the core of our offerings.
Financial Services
Finance
Mentum is a US-based mobile investment platform, specializing in commission-free, asset-backed investing for passive income.
We’re building a revolutionary mobile experience designed to disrupt traditional investing, making it accessible and straightforward for everyone. Our platform offers real market trends and custom platform features, empowering users to generate passive income streams.
Mentum’s core focus is on providing a transparent and user-friendly environment for investors seeking alternative income opportunities. We cater to individuals looking for a modern, flexible approach to investing, particularly those interested in real estate and FinTech.
Founded in 2018, Mentum is currently a small team of dedicated professionals based in Irvine, California, committed to innovation and user satisfaction.
We’re building a revolutionary mobile experience designed to disrupt traditional investing, making it accessible and straightforward for everyone. Our platform offers real market trends and custom platform features, empowering users to generate passive income streams.
Mentum’s core focus is on providing a transparent and user-friendly environment for investors seeking alternative income opportunities. We cater to individuals looking for a modern, flexible approach to investing, particularly those interested in real estate and FinTech.
Founded in 2018, Mentum is currently a small team of dedicated professionals based in Irvine, California, committed to innovation and user satisfaction.
Financial Services
Finance
Turms Capital is a leading asset management firm based in Orlando, Florida, specializing in private credit and equity investments for small businesses.
We provide tailored investment solutions, primarily involving subordinated debt and minority equity, to support companies through growth or succession plans. With 15 years of experience, we focus on the lower middle market, typically investing between $3 million and $15 million.
Our approach centers on integrity, transparency, and collaboration, allowing us to build strong partnerships with businesses seeking capital. We are committed to positively contributing to the economy through strategic investments and disciplined lending practices. Private Debt, Growth Capital, and Co-Investment are key components of our service offering.
We provide tailored investment solutions, primarily involving subordinated debt and minority equity, to support companies through growth or succession plans. With 15 years of experience, we focus on the lower middle market, typically investing between $3 million and $15 million.
Our approach centers on integrity, transparency, and collaboration, allowing us to build strong partnerships with businesses seeking capital. We are committed to positively contributing to the economy through strategic investments and disciplined lending practices. Private Debt, Growth Capital, and Co-Investment are key components of our service offering.
Financial Services
Finance
Crypto Access Capital Partners, LLC is a US-based digital asset fund headquartered in Orlando, Florida, specializing in AI-driven strategy execution and institutional-grade infrastructure.
We provide access to the digital asset market for corporations and individual investors seeking a modern, compliant, and liquid investment approach. Our core offering, FOLIO, is an AI-powered fund infrastructure that unifies strategy automation, risk analytics, compliance workflows, custody integration, and investor communication—all within a transparent, institutional-grade platform.
At Crypto Access Fund, we combine cycle-aware macro modeling, on-chain market intelligence, and liquidity analysis, prioritizing disciplined, data-driven decision-making. Our team, led by former Walt Disney executive Allen Weiss and blockchain innovation expert Max Hooper, brings decades of experience in finance, technology, and cybersecurity to deliver performance with discipline. AI-Powered Fund Infrastructure and Institutional Digital Asset Fund are key differentiators.
We are committed to providing accredited individuals and corporations with institutional-grade access to the most promising opportunities in digital assets, leveraging dynamic capital deployment and compliant, liquid fund structures to unlock sustainable growth.
We provide access to the digital asset market for corporations and individual investors seeking a modern, compliant, and liquid investment approach. Our core offering, FOLIO, is an AI-powered fund infrastructure that unifies strategy automation, risk analytics, compliance workflows, custody integration, and investor communication—all within a transparent, institutional-grade platform.
At Crypto Access Fund, we combine cycle-aware macro modeling, on-chain market intelligence, and liquidity analysis, prioritizing disciplined, data-driven decision-making. Our team, led by former Walt Disney executive Allen Weiss and blockchain innovation expert Max Hooper, brings decades of experience in finance, technology, and cybersecurity to deliver performance with discipline. AI-Powered Fund Infrastructure and Institutional Digital Asset Fund are key differentiators.
We are committed to providing accredited individuals and corporations with institutional-grade access to the most promising opportunities in digital assets, leveraging dynamic capital deployment and compliant, liquid fund structures to unlock sustainable growth.
Financial Services
Finance
Jones Capital Advisors is a Texas-based investment management firm dedicated to providing disciplined investment portfolio solutions and comprehensive financial planning for corporate executives and high net worth individuals.
As an independent Registered Investment Advisory firm, we prioritize long-term portfolio performance and exceptional client service. We focus on understanding each client’s unique needs and delivering thoughtful, well-educated solutions in a timely manner.
Our approach centers on patient analysis of fundamentals and strategic investment decisions, ensuring a balanced approach to risk and potential returns. We specialize in investment management, financial planning, and life insurance, helping our clients achieve their financial goals. We are committed to building lasting relationships based on trust and expertise.
As an independent Registered Investment Advisory firm, we prioritize long-term portfolio performance and exceptional client service. We focus on understanding each client’s unique needs and delivering thoughtful, well-educated solutions in a timely manner.
Our approach centers on patient analysis of fundamentals and strategic investment decisions, ensuring a balanced approach to risk and potential returns. We specialize in investment management, financial planning, and life insurance, helping our clients achieve their financial goals. We are committed to building lasting relationships based on trust and expertise.
Financial Services
Finance
Dahlia Wealth is a Montreal-based financial education firm dedicated to empowering women through investment literacy.
We provide accessible and engaging investment education programs designed to help women become confident DIY investors. Our approach focuses on building a strong money mindset and understanding the fundamentals of the stock market, ETFs, and index investing.
Dahlia Wealth’s mission is to close the wealth gap by equipping women with the knowledge and tools they need to grow their wealth and achieve financial independence. We cater to women seeking to take control of their financial futures, fostering a community of financial feminists and empowering them to build lasting wealth.
Founded in 2015, Dahlia Wealth currently employs a small team of passionate educators and advisors, committed to making investment education accessible to all. We are expanding our reach with locations in Orlando, Florida, and continue to grow our community of empowered investors.
We provide accessible and engaging investment education programs designed to help women become confident DIY investors. Our approach focuses on building a strong money mindset and understanding the fundamentals of the stock market, ETFs, and index investing.
Dahlia Wealth’s mission is to close the wealth gap by equipping women with the knowledge and tools they need to grow their wealth and achieve financial independence. We cater to women seeking to take control of their financial futures, fostering a community of financial feminists and empowering them to build lasting wealth.
Founded in 2015, Dahlia Wealth currently employs a small team of passionate educators and advisors, committed to making investment education accessible to all. We are expanding our reach with locations in Orlando, Florida, and continue to grow our community of empowered investors.
Financial Services
Finance
Walker Wealth is a privately held wealth management and financial advisory firm based in St. Petersburg, Florida. We provide personalized financial planning and investment advisory services, offering business and personal solutions to help you plan, protect, grow, and give. Serving the Tampa Bay area and beyond, we prioritize fiduciary standards and act in your best interests. Our multidisciplinary approach addresses every nuance of your financial picture, combining guidance for every stage of life – from young investors to retirees – and supporting businesses, families, and individuals. We’re dedicated to helping you achieve your definition of financial confidence. Starting your financial journey can be exciting but overwhelming. We provide guidance and support to help you build a solid financial foundation. Your business is more than just numbers. It's your passion, your livelihood, and your legacy. We provide tailored financial strategies to help you achieve your business goals, from start-up to expansion.
At Walker Wealth Management, our team of fiduciary professionals takes a disciplined, time tested approach to investment management, providing you the confidence you should have to pursue your goals. We also offer comprehensive estate planning, retirement planning, and insurance solutions to safeguard your future and the future of your loved ones.
Founded in 2016, Walker Wealth Management has grown to serve clients across Florida and the nation, committed to a client-first approach and upholding the highest ethical standards.
At Walker Wealth Management, our team of fiduciary professionals takes a disciplined, time tested approach to investment management, providing you the confidence you should have to pursue your goals. We also offer comprehensive estate planning, retirement planning, and insurance solutions to safeguard your future and the future of your loved ones.
Founded in 2016, Walker Wealth Management has grown to serve clients across Florida and the nation, committed to a client-first approach and upholding the highest ethical standards.
Financial Services
Finance
Monument Equities is a New Jersey-based private equity real estate firm specializing in multifamily investment opportunities.
We focus on identifying and acquiring value-add multifamily properties in markets with strong demographic trends and proven economic resilience. Our team leverages over 100 years of combined private equity experience to deliver exceptional returns to our investors.
Monument Equities provides strategic capital placement and operational expertise, enabling us to unlock the full potential of niche sectors experiencing growth. We are dedicated to building wealth with confidence through data-driven investment strategies and a commitment to long-term value creation.
Founded in 2021, Monument Equities has quickly established itself as a trusted partner in the multifamily real estate market, driven by a rigorous underwriting process and a deep understanding of market dynamics.
We focus on identifying and acquiring value-add multifamily properties in markets with strong demographic trends and proven economic resilience. Our team leverages over 100 years of combined private equity experience to deliver exceptional returns to our investors.
Monument Equities provides strategic capital placement and operational expertise, enabling us to unlock the full potential of niche sectors experiencing growth. We are dedicated to building wealth with confidence through data-driven investment strategies and a commitment to long-term value creation.
Founded in 2021, Monument Equities has quickly established itself as a trusted partner in the multifamily real estate market, driven by a rigorous underwriting process and a deep understanding of market dynamics.
Financial Services
Finance
Coastal Business Acquisitions is a mergers and acquisitions investment company based in Chula Vista, California, specializing in acquiring small to mid-sized businesses across Southern California.
We connect business owners directly with investors, facilitating seamless and transparent business transitions. Our focus is on essential service industries such as home services, manufacturing, and B2B companies.
Coastal Business Acquisitions offers a unique approach to business acquisitions, providing comprehensive services including business evaluations, exit strategy planning, and guidance for owners preparing for sale – all without the involvement of traditional brokers or commissions. We prioritize fast decision-making and smooth closings, ensuring a positive experience for all parties involved. We are dedicated to helping entrepreneurs achieve their goals through strategic acquisitions.
We connect business owners directly with investors, facilitating seamless and transparent business transitions. Our focus is on essential service industries such as home services, manufacturing, and B2B companies.
Coastal Business Acquisitions offers a unique approach to business acquisitions, providing comprehensive services including business evaluations, exit strategy planning, and guidance for owners preparing for sale – all without the involvement of traditional brokers or commissions. We prioritize fast decision-making and smooth closings, ensuring a positive experience for all parties involved. We are dedicated to helping entrepreneurs achieve their goals through strategic acquisitions.
Financial Services
Finance
Prometheus Digital Ventures is a California-based investment firm specializing in **digital assets**, **blockchain**, and **distributed technology**.
We focus on identifying and supporting innovative companies at the forefront of the shift towards a digitally-driven future.
Our approach centers on understanding the transformative potential of these technologies, particularly in areas like **finance**, **lending**, and **information technology**. We provide strategic investment and support to help these ventures scale and succeed in this evolving landscape.
Founded in 2020, Prometheus Digital Ventures is committed to navigating the complexities of the digital asset space and fostering growth within the broader technology sector.
We focus on identifying and supporting innovative companies at the forefront of the shift towards a digitally-driven future.
Our approach centers on understanding the transformative potential of these technologies, particularly in areas like **finance**, **lending**, and **information technology**. We provide strategic investment and support to help these ventures scale and succeed in this evolving landscape.
Founded in 2020, Prometheus Digital Ventures is committed to navigating the complexities of the digital asset space and fostering growth within the broader technology sector.
Financial Services
Finance
Company Name | Location | Category | Employees | Website |
|---|---|---|---|---|
Lehi, United States (US) | Finance and Banking Finance and Banking | 200-500 | http://ynab.com/linkedin | |
Orlando, United States (US) | Finance and Banking Finance and Banking | 200-500 | http://staxpayments.com | |
Dallas, United States (US) | Finance and Banking Finance and Banking | 200-500 | http://www.susserbank.com | |
Orlando, United States (US) | Finance and Banking Finance and Banking | 200-500 | http://www.cnl.com | |
Durham, United States (US) | Finance and Banking Finance and Banking | 200-500 | http://latinoccu.org | |
Saint Louis, United States (US) | Finance and Banking Finance and Banking | 200-500 | http://www.delmarmortgage.com | |
Irvine, United States (US) | Finance and Banking Finance and Banking | 200-500 | http://www.ifsleasing.com | |
Anchorage, United States (US) | Finance and Banking Finance and Banking | 200-500 | https://www.cu1.org | |
Toledo, United States (US) | Finance and Banking Finance and Banking | 200-500 | https://www.directionscu.org/ | |
Los Angeles, United States (US) | Finance and Banking Finance and Banking | 200-500 | http://paysysco.com/ | |
Irvine, United States (US) | Finance and Banking Finance and Banking | 200-500 | https://insightcapitalfinance.com/ | |
Plano, United States (US) | Finance and Banking Finance and Banking | 200-500 | http://www.StarkeyMortgage.com | |
Fairfax, United States (US) | Finance and Banking Finance and Banking | 200-500 | http://www.mcleanmortgage.com | |
Irvine, United States (US) | Finance and Banking Finance and Banking | 200-500 | http://www.alleviatetax.com | |
Fort Wayne, United States (US) | Finance and Banking Finance and Banking | 200-500 | http://www.HallmarkHomeMortgage.com/ | |
Plano, United States (US) | Finance and Banking Finance and Banking | 200-500 | http://LoansByPremier.com | |
Cincinnati, United States (US) | Finance and Banking Finance and Banking | 200-500 | http://www.americanmortgage.com | |
Minneapolis, United States (US) | Finance and Banking Finance and Banking | 200-500 | https://centralus.massmutual.com | |
Irvine, United States (US) | Finance and Banking Finance and Banking | 200-500 | https://AmericanSenior.com/ | |
Orlando, United States (US) | Finance and Banking Finance and Banking | 200-500 | https://velocityxtpr.com | |
Irvine, United States (US) | Finance and Banking Finance and Banking | 200-500 | https://lshomeloans.com/ | |
Plymouth, United States (US) | Finance and Banking Finance and Banking | 200-500 | http://www.jnrcollects.com | |
Fort Wayne, United States (US) | Finance and Banking Finance and Banking | 200-500 | http://www.partners1stcu.org | |
Orlando, United States (US) | Finance and Banking Finance and Banking | 200-500 | http://www.worth-investments.com | |
Los Angeles, United States (US) | Finance and Banking Finance and Banking | 200-500 | https://tfctitleloans.com | |
Orlando, United States (US) | Finance and Banking Finance and Banking | 200-500 | http://cryptocoinexpressfx.com | |
Plano, United States (US) | Finance and Banking Finance and Banking | 200-500 | https://www.tranzcapture.org/ | |
Gold River, United States (US) | Finance and Banking Finance and Banking | 200-500 | http://www.edgewoodFN.com | |
Irvine, United States (US) | Finance and Banking Finance and Banking | 200-500 | http://ascapitalinvestment.com | |
Richmond Hill, Canada | Finance and Banking Finance and Banking | 200-500 | http://www.jaymorgroup.com | |
Arlington, United States (US) | Finance and Banking Finance and Banking | 2-10 | http://www.e2mc.space | |
Orlando, United States (US) | Finance and Banking Finance and Banking | 2-10 | https://www.sunrisewealthadvisors.com | |
Jersey City, United States (US) | Finance and Banking Finance and Banking | 2-10 | https://www.atherean.com | |
Irvine, United States (US) | Finance and Banking Finance and Banking | 2-10 | https://optimusadvisory.com/ | |
Plano, United States (US) | Finance and Banking Finance and Banking | 2-10 | https://vannequitymanagement.com | |
Irvine, United States (US) | Finance and Banking Finance and Banking | 2-10 | https://regency-cg.com/ | |
Durham, United States (US) | Finance and Banking Finance and Banking | 2-10 | https://www.key.consulting | |
Orlando, United States (US) | Finance and Banking Finance and Banking | 2-10 | http://www.theemprisegroup.com | |
Irvine, United States (US) | Finance and Banking Finance and Banking | 2-10 | http://bnchmrx.com | |
Jersey City, United States (US) | Finance and Banking Finance and Banking | 2-10 | https://www.hedgedemia.com/ | |
Lincoln, United States (US) | Finance and Banking Finance and Banking | 2-10 | http://www.ccam.net | |
Irvine, United States (US) | Finance and Banking Finance and Banking | 2-10 | http://www.mentumapp.com | |
Orlando, United States (US) | Finance and Banking Finance and Banking | 2-10 | https://turmscapital.com/ | |
Orlando, United States (US) | Finance and Banking Finance and Banking | 2-10 | https://cryptoaccessfund.ai/ | |
Murphy, United States (US) | Finance and Banking Finance and Banking | 2-10 | http://www.jonescapitaladvisors.com | |
Montreal, Canada | Finance and Banking Finance and Banking | 2-10 | http://www.dahliaproject.com | |
St. Petersburg, United States (US) | Finance and Banking Finance and Banking | 2-10 | http://www.planwithwalker.com | |
Newark, United States (US) | Finance and Banking Finance and Banking | 2-10 | http://www.monumentequities.com | |
Chula Vista, United States (US) | Finance and Banking Finance and Banking | 2-10 | http://wwwCoastalBA.com | |
Irvine, United States (US) | Finance and Banking Finance and Banking | 2-10 | https://www.pdventures.io/ |
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Frequently asked questions
Updated 23 October 2026
What is Enterprise League?
Enterprise League is a free business directory that helps buyers find the right company by sector and country. Every company has a profile showing what it does, what it offers and how to get in touch.
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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.