Finance Companies Worldwide

Remott is a leading payroll technology provider based in London, specializing in streamlined payment solutions for UK businesses. We empower businesses with our innovative Remott platform, simplifying payroll processing and ensuring accurate and timely payments. Our services cater to a wide range of sectors, including startups, SMEs, and larger enterprises seeking efficient and compliant payroll management. We help companies reduce administrative burdens and focus on growth. Remott offers a modern, cloud-based solution designed for the demands of today’s business landscape.

At Remott, we understand the complexities of UK payroll regulations. Our platform automates key processes, such as salary calculations, tax deductions, and year-end reporting, minimizing errors and saving valuable time. We are committed to providing a secure and reliable payroll experience, integrating seamlessly with existing accounting systems.

Remott differentiates itself through its user-friendly interface, dedicated customer support, and commitment to continuous innovation. We are dedicated to providing a flexible and scalable solution that adapts to the evolving needs of our clients. We are a trusted partner for businesses looking to optimize their payroll operations and maintain compliance.

Medics Money is a specialist financial advisory service based in Chichester, England, dedicated to supporting doctors, dentists, and other healthcare professionals. We connect medical professionals with experienced specialist medical accountants and financial advisors, providing a streamlined process for accessing expert financial guidance. Our platform simplifies the often complex world of healthcare finance, helping practices manage their cash flow, plan for retirement, and ensure regulatory compliance. We focus on delivering tailored financial solutions to the unique needs of the medical sector, empowering healthcare professionals to focus on patient care.

We understand the specific challenges faced by medical practices, including complex billing procedures, regulatory requirements, and the pressures of running a business alongside patient care. Medics Money acts as a trusted intermediary, matching practices with qualified advisors who possess deep industry knowledge. Our service streamlines the process of finding the right financial partner, saving valuable time and resources.

Our approach is built on building strong relationships and providing transparent, accessible financial support. We prioritize clear communication and ongoing guidance, ensuring our clients feel confident and informed about their financial future. We are committed to helping healthcare professionals thrive both personally and professionally.

Legacy Trust GR is a Grand Rapids, Michigan-based wealth management and trust services firm dedicated to preserving and growing wealth for generations. We specialize in investment management, trustee services, wealth planning, and family office solutions, serving business owners, corporate executives, retirees, and multi-generational families. Our commitment to client-focused, collaborative service, combined with our local expertise, ensures a lasting legacy for our clients. We remain entirely independent, prioritizing objective decision-making and a deep understanding of your unique aspirations.

At Legacy Trust, we believe in a personalized approach, listening to your perspectives and ambitions to provide more than just answers – we offer solutions for life. We partner with you through business transitions, retirement planning, and estate strategies, offering a comprehensive suite of services tailored to your specific needs. Our team of experts, including specialists in corporate compensation and special needs trust administration, provides the support you deserve.

Investment Management, Trustee Services, and Family Office Services are at the core of our offerings. We are proud to be recognized as one of the Best and Brightest Companies to Work For®, reflecting our dedication to exceptional human resource practices and a positive employee culture.

Pelican Advisory Group is a comprehensive risk & financial management firm located in Baton Rouge, LA. Established in 1991, we are an experienced team of specialists dedicated to providing a strategic blend of cutting-edge insurance and risk management strategies, investment and wealth management, personal and business planning, and other proprietary processes. We serve high-net-worth families and businesses seeking comprehensive financial guidance and legacy protection. Our independent approach allows us to offer objective, non-biased advice, and we focus on building long-term relationships with our clients. Pelican’s mission is to be a comprehensive resource for insurance and financial planning needs for our partners and their clients.

We are a consulting agency by properly training our partners we bring their clients the most success in key areas such as estate planning, executive compensation, and taxed-leveraged strategies for affluent clients. Pelican Advisory Group offers producers an opportunity to have such competencies, expertise, and integrity at their fingertips.

As with any boutique shop, Pelican is not looking for just any producer. We want only the best and brightest to continue the outstanding reputation of our firm. If you are a client, seeking the best and brightest advice, our group has the producers to deliver just that.

ABC Processing Inc is a leading Credit Card Merchant Services provider based in Santa Clarita, California. We specialize in providing American Bank Card Processing solutions to businesses nationwide, offering the lowest processing rates and state-of-the-art hardware and software. Our mission is to simplify payment processing for small and medium-sized businesses, enabling them to focus on growth. We handle Visa and Mastercard transactions with a commitment to security and efficiency. We’ve been recognized as a top business in the region for two consecutive years, demonstrating our dedication to excellence and customer satisfaction.

At ABC Processing, we understand the challenges faced by businesses navigating the complexities of payment processing. We provide a comprehensive suite of services, including POS systems, Mobil Processing Units, and robust fraud prevention tools. We’re dedicated to providing a seamless and secure payment experience for both merchants and customers.

Fraud prevention is a cornerstone of our service. We offer links to Visa’s risk management protocols and resources to help merchants mitigate potential fraud. We prioritize the security of our clients’ transactions and provide ongoing support to ensure a safe and reliable payment environment.

Knox Mortgages is a leading mortgage and protection advisor based in Manchester, UK. We specialise in providing straightforward, jargon-free advice to individuals and landlords navigating the complexities of the UK mortgage market. We support first-time buyers, home movers, and those seeking to refinance or secure insurance protection. Our services cover a wide range of mortgage types, including buy-to-let and LTD company mortgages. We are dedicated to simplifying the mortgage journey and ensuring our clients achieve their property goals with confidence.

At Knox Mortgages, we understand that navigating the world of mortgages and insurance can be daunting. That’s why we focus on clear communication and personalized support, guiding our clients through every step of the process. We pride ourselves on our commitment to ethical and transparent advice, helping clients make informed decisions that align with their individual circumstances.

Knox Mortgages is a relatively new company, established in 2023, and currently employs a small team of experienced advisors. We are committed to building long-term relationships with our clients, providing ongoing support and expertise. We are a trusted partner for those seeking expert mortgage and protection advice in the North West.

Scott Fyffe Wealth Management is a Dundee-based financial planning office dedicated to providing ethical and personalized investment solutions. We specialize in retirement planning, investments, equity release, and mortgages, helping individuals and business owners achieve their financial goals with integrity. Our approach centers on understanding your values and aligning your investments with your moral convictions. We offer comprehensive financial services, including pension transfers, estate planning, and tax planning, all delivered with a commitment to transparency and client satisfaction. We’re proud to be part of the Lyncombe Consultants Ltd Network, trusted by hundreds of clients across the UK.

At Scott Fyffe Wealth Management, we understand that financial decisions can be complex and emotionally charged. That’s why we prioritize clear communication and a collaborative approach, ensuring you feel confident and informed every step of the way. We’re committed to helping you build a secure financial future, without compromising your principles.

Our services include:

• Personal Financial Planning
• Retirement Planning
• Investment Planning
• Mortgages
• Equity Release
• Estate Planning
• Pension Transfers

Creative Mobile Technologies UK is a leading payment technology provider based in London, specializing in innovative solutions for the London black cab industry. We deliver a comprehensive ecosystem of payment processing, driver management, and passenger services, empowering London taxi drivers and fleet owners with the tools they need to thrive. Our FreeDom Solution streamlines fare collection, offers 24/7 support, and provides valuable business insights. We’ve installed over 9,500 payment systems and serve more than 13,000 drivers, demonstrating our commitment to the industry.

At CMT, we’re more than just a technology provider; we’re a partner dedicated to modernizing urban mobility. Our integrated platform combines advanced hardware, intelligent software, and secure payment infrastructure, ensuring reliable transactions and a seamless passenger experience. We prioritize driver earnings and operational efficiency.

Our key differentiators include our 24/7 phone support, daily driver payments, and the ability to honour all fares regardless of chargebacks. We’re committed to evolving with the needs of the transport ecosystem, providing scalable and dependable systems for the future.

Breal Credit Management Limited is a specialist outsourced credit management provider based in London, serving UK businesses and financial institutions.

We help corporations, advisors, restructuring companies, banks, and private equity houses optimize their cash collections, improve debtor and client experiences, and dramatically enhance real-time management information. Our solutions leverage digital transformation technologies to drive significant improvements in collections workflows and working capital management.

Breal CM brings decades of expertise in credit management and order-to-cash technology, offering a collaborative approach to meet your unique business needs. We are trusted by leading organisations with their most valuable assets.

D-Risk It is a London-based investment readiness platform providing data-driven insights for investors, accelerators, and funds. We help organizations streamline their deal review processes and identify high-potential startups. Our comprehensive suite of tools, including investment deal reports and valuation benchmarking, saves time and resources. We offer a unique blend of data intelligence and practical investment preparation guidance. D-Risk It empowers investors to make smarter decisions, accelerating growth and maximizing returns. We are the leading provider of investment profiling tools, supporting a global network of accelerators, advisory organizations, and VC firms.

DRI’s investment review process captures performance metrics and generates investment readiness reports on early-stage companies, at scale. Our platform facilitates investment profiling, startup valuation, and deal management, streamlining the due diligence process. We provide actionable insights to help investors and startups succeed.

What sets D-Risk It apart is our focus on actionable data and practical tools. We combine powerful analytics with a user-friendly interface, making it easy for investors to quickly assess potential opportunities. Our investment readiness reports provide a clear and concise overview of a company’s strengths and weaknesses, enabling informed investment decisions. We are committed to providing the best data > best business > best investment.

Olimp Finance is a leading financial technology provider based in London, specializing in binary options trading platforms. We empower traders of all levels with intuitive tools and expert support, fostering a simple and profitable trading experience. Our platform offers almost 150 assets to trade, multiple ways to trade and extremely profitable returns. Each one of Olimp Finance’s traders are provided with individual account managers and access to senior market analysts. Olimp Finance offers easy-to-use tools to make it interesting and easy for traders to trade indices, currency pairs, commodities and stocks.

Since 2005, we’ve helped thousands of individuals discover the perfect domain name, and now extend our expertise to the world of online trading. We’re dedicated to providing a secure and accessible platform for both novice and experienced traders. We focus on delivering a superior trading experience through advanced technology and personalized support.

What sets Olimp Finance apart is our commitment to customer satisfaction and our robust trading platform. We offer a 30-day money-back guarantee and flexible payment options, ensuring a hassle-free trading journey. We are a team of experts with years of experience in not only binary options but all of financial markets.

Sovereign Wealth Ltd is a leading Wealth Management and Financial Planning organisation based in Leeds, UK, serving over 7,000 clients and managing over £1 billion in assets. We specialize in providing tailored financial solutions for individuals and businesses, helping them achieve their long-term goals. Our approach is built on strong relationships, trust, and expert advice, ensuring clients feel supported every step of the way. We’re committed to powering moments of prosperity for our clients and their families. Financial Planning, Investment Planning, Retirement Planning are at the core of our service offering.

Sovereign Wealth Ltd was founded in 2009 with the belief that ‘Together We’ll Prosper’. This means we believe that by bringing together the right adviser for the right client and offering the best services and solutions available – we can provide an industry-leading service that powers prosperity for our clients. As we continue to expand and grow we are welcoming new clients every day and look forward to continuing to deliver best-in-class service to help our clients secure their financial future and enjoy their prosperity.

Bournemouth Mortgages is a leading mortgage broker based in Bournemouth, Dorset, specializing in residential, remortgage, buy-to-let, and commercial mortgages. We provide clear, independent mortgage advice to first-time buyers, home movers, landlords, and business owners across Bournemouth and surrounding areas, including Southbourne, Boscombe, Winton, Charminster, Westbourne, Poole, and Christchurch. Our approach is built on clarity, independence, and personal service, offering flexible support including evenings and weekends.

We work with a wide range of lenders – from high street banks to specialist providers – to find solutions that genuinely fit each client’s circumstances. We prioritize helping clients move forward with confidence, ensuring quick answers and direct communication with an experienced broker. Our commitment is to simplify the mortgage process, making it easy as 1, 2, 3 – we’ll tell you how much you can borrow, find the best deal, and handle the paperwork.

We are dedicated to providing exceptional service, even outside of standard office hours, ensuring your application progresses without unnecessary delays.

Finance First LLC is a leading provider of licensed credit repair services based in Baton Rouge, Louisiana. We help Louisiana residents remove negative items from their credit reports, leveraging federal consumer protection laws to achieve financial freedom. Our team of experienced accounting professionals offers comprehensive credit boosting and repair solutions, utilizing the Fair Credit Reporting Act (FCRA), Fair Credit Billing Act (FCBA), and Fair Debt Collections Practices Act (FDCPA). We specialize in restoring credit scores and empowering individuals to take control of their financial futures.

At Finance First LLC, we understand the complexities of credit reporting and the challenges individuals face when dealing with inaccurate or outdated information. We provide a streamlined and effective process for disputing and removing negative items, ensuring clients receive accurate and up-to-date credit reports. Our dedication to client success and our deep understanding of consumer credit laws set us apart.

Credit Repair and Credit Boosting are our core services, supported by a team of experienced accounting professionals. We are committed to providing exceptional financial management services tailored to meet clients’ diverse needs.

Walletx is a UK-based fintech company specializing in secure digital wallet solutions. We provide a comprehensive platform combining debit, credit, and loyalty card management with advanced security features like 3D ultrasonic fingerprint sensors. Walletx empowers individuals and businesses to manage their finances with ease and confidence. Our all-in-one solution integrates investment platforms, credit score monitoring, and personal loan services, offering a complete financial management experience. We are committed to redefining how you handle your money with a smart, secure, and easy-to-use digital wallet.

Walletx’s mission is to create a seamless and intuitive financial experience, prioritizing user security and convenience. We’re focused on delivering a global reach, providing financial freedom wherever you are. Our innovative approach combines cutting-edge biometric authentication with a user-friendly design, setting us apart in the competitive digital wallet market.

Acorn Mortgage Services (Essex) Limited is a trusted mortgage and insurance brokerage based in Great Bentley, Essex. For over 16 years, we’ve been dedicated to helping individuals and families find the most suitable mortgage and protection products to meet their unique needs. We provide expert, personalized advice, guiding clients through every step of the process, from first-time purchases to re-mortgaging and buy-to-let loans. Our experienced team, led by Mark and Connor Smith, combines decades of local market knowledge with a commitment to building strong, reliable relationships. We are an appointed representative of HL Partnership Limited.

At Acorn Mortgage Services, we understand that navigating the mortgage landscape can be complex. That’s why we prioritize clear communication, transparent advice, and a genuine focus on our clients’ best interests. We offer a comprehensive range of services, including advice for first-time buyers, home movers, and those looking to re-mortgage or protect their assets. We pride ourselves on our local expertise and dedication to providing tailored solutions.

Our services include advice on Life Insurance, Critical Illness Insurance, Income Protection Insurance, Home Insurance and Landlords Insurance. We are committed to providing honest and reliable advice whilst continuing to develop professional yet friendly relationships with our clients.

Coventry & District Credit Union is a not-for-profit community organization, owned and controlled by its members – people who live and work in the Coventry area. Established in 1964, we’ve grown to serve the wider West Midlands region, offering vital financial services to our community. We are committed to thrift, education, and equality, providing members with access to loans and savings opportunities. As a member of The Association of British Credit Unions (ABCUL), we prioritize fair and reasonable interest rates, ensuring that profits benefit our members rather than shareholders. We offer a 24/7 digital service and weekly face-to-face appointments, providing convenient access to our services.

We began as a savings club in Willenhall and have since merged with Stoke Aldermoor & Wood End Credit Unions, expanding our reach and impact. Our work is recognised by both Statutory and Voluntary Agencies, and we operate under a clearly defined rule book. Coventry & District Credit Union is authorised by the Financial Conduct Authority (FCA) and regulated by the Prudential Regulation Authority (PRA).

Helping people to help each other is at the heart of everything we do. We are proud to be a trusted financial partner for individuals and families across Coventry and beyond.

Daphne is a leading data solutions provider specializing in private markets data feeds, with a strategic presence in both New York and London. We empower LPs, investment consultants, and allocators with instant access to verified GP data, streamlining diligence, onboarding, and ongoing fund monitoring. Our AI-powered platform eliminates manual data collection and reconciliation, providing consistent, accurate, and timely information. We transform raw GP documents into structured data, enabling faster insights and reducing operational risk. Daphne’s commitment to data quality and automation is revolutionizing how private markets data is managed.

We offer a comprehensive suite of services, including AI-powered fund onboarding, automated ongoing fund updates, and performance data transformation. Our solution is designed to simplify complex workflows and unlock the full potential of private market investments. Daphne’s London office supports our growing European client base.

Daphne currently provides access to over 300 private market funds across buyout, credit, real estate, and infrastructure, with a continuous addition of 50+ funds each month. We are dedicated to providing the most reliable and efficient private markets data feeds available.

Full Moon Analysis is an Edinburgh-based paraplanning service providing high-value, low-cost support to independent financial advisors across the UK. We empower advisers to focus on client relationships while ensuring robust technical accuracy in their paraplanning, investment committee, and consultancy services. Our approach combines chartered paraplanning expertise with cutting-edge technology, delivering efficient and confident solutions.

We specialize in cashflow modelling, report writing, research, and ongoing review services, alongside technical support and investment committee input. Since 2009, we’ve been dedicated to supporting the growth and profitability of financial advisory firms.

Worldwide Mortgage Lending Group is a leading mortgage lender based in Fort Lauderdale, Florida, specializing in helping individuals and families secure competitive home loans. We provide a full suite of mortgage solutions, including fixed-rate and adjustable-rate mortgages, as well as jumbo loans and refinancing options. We serve borrowers throughout Florida, assisting them with every step of the home buying process.

Our experienced team focuses on delivering personalized service and expert guidance to ensure a smooth and successful mortgage experience. We are committed to building long-term relationships with our clients, making us a trusted partner for all their mortgage needs. NMLS# 1910805

FP&A Trends Group is a leading UK-based consultancy specializing in Financial Planning & Analysis (FP&A) advisory and education. We empower organizations to transform their FP&A processes, driving strategic insights and improved forecasting accuracy. Our global network of experts and thought leaders provides comprehensive solutions, from process optimization and data analytics to rolling forecasts and driver-based planning. We are dedicated to shaping the future of FP&A through research, education, and community building. We support businesses of all sizes, including SaaS and other high-growth sectors.

FP&A Trends Group’s core services include FP&A analytical transformation, quality of business forecasting, rolling forecast implementation, driver-based planning, and integrated FP&A process design. We also offer FP&A business partnering and build effective FP&A teams.

As a global think tank, we operate the International FP&A Board, a unique community of senior finance professionals, and host a wide range of webinars and educational resources. Our commitment to innovation and collaboration makes us a trusted partner for organizations seeking to elevate their FP&A capabilities.

Bridge Financial Planning is a fee-only financial planning and investing firm based in Chattanooga, Tennessee. We specialize in providing comprehensive guidance to professionals, business owners, and those nearing retirement, helping them bridge the gap between their current financial situation and their long-term goals. We understand the unique challenges faced by busy individuals and prioritize building personalized plans that align with their individual needs. Our commitment to independence, transparency, and client-first service ensures you receive unbiased advice and a truly collaborative approach. Fee-Only, CFP, and Independent are core to our philosophy.

As an independent firm, we are accountable to our clients and only paid by them, eliminating conflicts of interest and ensuring we prioritize your best interests. We offer a no-compromise approach to financial planning and investment management, focusing on the fundamentals of good planning to help you achieve your financial aspirations.

We work with clients across the country, from West Coast to East Coast, and are dedicated to helping you build a secure and fulfilling financial future.

Complete Mortgage Solutions UK Limited is a Birmingham-based mortgage broker, specialising in helping individuals and families across the UK secure the best mortgage deals. We provide expert advice and guidance on a wide range of residential and commercial mortgages, including first-time buyer mortgages, remortgages, and buy-to-let loans. Our experienced team works with a panel of leading lenders to find the most suitable financing options for each client’s unique circumstances. We focus on delivering a seamless and stress-free mortgage journey, ensuring our clients achieve their property goals. We cater to a diverse clientele, including those seeking flexible mortgage solutions and specialist lending.

At Complete Mortgage Solutions, we understand the complexities of the UK mortgage market. We pride ourselves on our commitment to transparency and providing clear, unbiased advice. Our services extend beyond simply finding a mortgage; we also handle the entire application process, liaising with lenders and ensuring all paperwork is completed accurately. We are dedicated to supporting our clients throughout every stage, from initial consultation to completion. We are a trusted partner for those navigating the world of mortgages, offering tailored solutions for property purchases and investment properties.

Harrogate Estate Planning Ltd is a North Yorkshire-based estate planning specialist, dedicated to protecting your loved ones’ financial future. We help individuals and families create bespoke Wills, Trusts, and Powers of Attorney to ensure assets are passed efficiently and securely. Our approach focuses on providing peace of mind and certainty, safeguarding your estate from potential risks such as inheritance tax, divorce settlements, and care fees. We offer comprehensive solutions, including Business Succession planning and Bloodline Planning, ensuring your wishes are honored and your family benefits.

At Harrogate Estate Planning, we understand the complexities of estate planning and the significant impact it can have on your family. We specialize in protecting assets, minimizing inheritance tax, and safeguarding against unforeseen circumstances like divorce or care home costs. Our experienced team provides tailored advice and support, guiding you through the process with clarity and compassion.

Our key services include Wills, Trusts, Powers of Attorney, and Business Succession planning. We are committed to providing a personalized service, taking the time to understand your unique circumstances and goals. We work with you to create a comprehensive estate plan that protects your assets and ensures your loved ones are well-provided for.

Property Funds Research is a London-based global real estate market analysis and strategic consulting firm. We provide independent, research-led insights and advisory services to institutional investors worldwide. Our comprehensive database of unlisted real estate funds, managers, and investors, combined with our annual Global Investment Managers survey (published by IREI Inc.), allows us to deliver invaluable market intelligence. We specialize in providing confidential market analysis, strategic consulting, and investment advisory services, focusing on the needs of our clients. Founded in 2001, Property Funds Research has a long history of supporting the real estate investment community.

We work closely with industry bodies such as INREV, EPRA, AREF, IPF, III and the ULI, alongside academics and pension funds, to provide the most up-to-date and relevant market data. Our team, led by Maurizio Grilli and Jane Fear, brings decades of experience in the unlisted real estate market.

Our core services include: Global Real Estate Fund Analysis, Investment Advisory, and Strategic Consulting.

OneCom is a leading provider of white-label payment solutions, specializing in serving underserved populations and markets across the United States. We design and develop innovative GPR Debit Programs, Payroll Cards, and Corporate Expense Cards, leveraging our proprietary Blu Box™ technology platform to deliver fast, customizable payment solutions.

Our expertise in digital payments, government benefit cards, and on-demand pay enables us to address critical financial needs where traditional banking options are limited. Cardplatforms, founded in 2010, now operates from its headquarters in Salt Lake City, Utah, and Boca Raton, Florida, supporting partners with secure and convenient payment experiences.

W1TTY is a London-based financial technology company empowering individuals to take control of their finances. We provide a suite of tools, including a cashback rewards program, virtual debit cards, and budgeting features, designed to help users build healthier financial habits. Our mission is to unleash the energy of money and equip people with the resources they need to live better, luckier lives. We are an EMI licensed financial institution in the UK & EEA, authorized by the Financial Conduct Authority and Central Bank of Lithuania.

W1TTY’s innovative approach combines personalized finance management with gamified learning and rewards, creating an engaging experience for users. We’re focused on making financial management accessible and enjoyable for everyone.

Key differentiators include our cashback rewards program, virtual card options, and seamless integration with popular payment platforms. We are committed to providing a secure and user-friendly platform for managing personal finances.

Personal Assets Trust is a Scottish investment trust based in Edinburgh, specializing in providing tailored investment solutions for individuals. We prioritize preserving capital and growing investments steadily over the long term through careful risk management and analysis of the global economic landscape. Our experienced team, led by Sebastian Lyon and Charlotte Yonge, focuses on delivering consistent returns and building long-term wealth. We analyse the economic and market news for you, and constantly review and if necessary change your exposure to different types of assets.

We take the decisions on your behalf, whether to have more risk by buying more equities, or less risk by having more cash and bonds. We analyse the economic and market news for you, and constantly review and if necessary change your exposure to different types of assets. Our approach is rooted in a disciplined, long-term strategy, designed to navigate market volatility and deliver sustainable growth.

Personal Assets Trust focuses on delivering consistent returns and building long-term wealth. We analyse the economic and market news for you, and constantly review and if necessary change your exposure to different types of assets.

PEI is a London-based business intelligence company providing industry-leading market insight, data, and journalism to subscribing clients. We connect investment professionals across global, specialized markets, offering a growing portfolio of 16 premium information brands. PEI focuses on private investment markets including private equity, private debt, and real estate, alongside wider-market responsible and sustainable investment themes. Our robust digital publishing and analytics platform supports our clients’ strategies and decision-making. We track the firms and individuals who shape markets and bring client-communities together to enable knowledge sharing, profile building and relationship development through professional networks and events. PEI’s subscriber clients are asset managers, institutional investors, family offices, and investment banks.

PEI Group is recognised for providing industry-leading market insight, data and journalism to subscribing clients via a wide portfolio of specialist brands supported by our robust and scalable digital publishing, analytics and database platform. We also track the firms and individuals who shape markets and bring client-communities together to enable knowledge sharing, profile building and relationship development through professional networks and events.

At PEI Group we are keenly aware that every interaction with colleagues, clients and other stakeholders is an opportunity to drive an agenda shaped by strong business ethics, social responsibility, community values and a commitment to ecological sustainability.

Invest Express is a US-based capital raising platform specializing in online investment solutions for businesses. We streamline the complex process of raising capital, offering a compliant and user-friendly experience for entrepreneurs and investors alike. Our all-in-one marketing suite and robust investor onboarding system enable companies to quickly and efficiently secure funding across various sectors, including real estate syndication, AI, and software. We prioritize investor ownership and data privacy, ensuring a secure and transparent investment environment.

Invest Express helps companies navigate the evolving landscape of capital raising regulations, specifically focusing on offerings under Regulation D and Regulation A+. We provide a compliant platform for accredited investors and up to 35 non-accredited investors, simplifying the fundraising process.

Our core service is a cutting-edge platform designed to simplify the capital raising process for entrepreneurs. We’ve helped hundreds of companies raise capital, and our expertise and experience are a priceless benefit of working with us.

Allocation.Space is a London-based financial infrastructure provider specializing in the rapidly growing orbital economy. We develop regulated over-the-counter (OTC) capabilities for orbital derivatives, creating sophisticated instruments that work alongside insurance to make the space sector resilient and investable. Our core offerings include Space Weather Options & Swaps, designed to mitigate risks from geomagnetic events, and Launch Risk Products to address critical exposures across mission profiles. We’re establishing London as the global center for space risk transfer, supporting institutional investors and satellite operators alike. FCA regulation and trusted public data sources underpin our operations.

Allocation.Space is building a new class of financial instrument for an economy that’s already here. We enable liquid OTC markets where capital efficiently prices the final frontier while supporting critical infrastructure. We serve (Re)insurers, satellite operators & asset managers, and institutional investors.

As an Appointed Representative of Vittoria and Partners LLP (FRN 709710), we are authorized and regulated by the Financial Conduct Authority.

Amber River is a Sheffield, UK-based financial planning firm specializing in bespoke wealth management solutions. We help individuals and families create and maintain fulfilling lives through strategic financial planning, utilizing our unique Life Landscaping® approach. Our services cater to a diverse clientele seeking comprehensive support with retirement planning, investment management, and legacy creation.

We combine traditional financial expertise with a holistic view of our clients’ aspirations, ensuring their financial strategies align with their personal values and long-term goals. Amber River provides a modern, client-centric experience focused on building lasting relationships and delivering exceptional results.

Marlborough is a leading integrated investment management and fund solutions group based in Bolton, Lancashire. We provide a comprehensive suite of services to individual, intermediary, and institutional investors, helping them achieve their financial goals. With a history dating back to 1986 and over 230 colleagues, Marlborough is committed to creating brighter financial futures through long-lasting partnerships and ethical standards. Our focus is on delivering exceptional value and making a positive impact on the planet and local communities, embodying our core purpose of ‘Difference Made.’

We specialize in a wide range of investment solutions, including Collective Investment Schemes, UCITS, AIF, and Equities, catering to diverse investor needs. Our expertise extends to Fund Accounting, Transfer Agency, and Host ACD services, ensuring seamless and efficient operations.

Marlborough operates across multiple locations, including Bolton, Peterborough, London, and Lichfield, demonstrating our commitment to serving clients nationwide. We are dedicated to providing innovative, seamless solutions for partners and clients, driving our purpose of ‘Difference Made.’

QuoteMeLess is a Worcestershire-based price comparison website offering competitive insurance and funeral plan quotes. We connect customers with a network of dedicated insurance brokers, ensuring access to the most affordable and reliable deals across life insurance, business insurance, and more. Our mission is to simplify the process of finding the right coverage, providing peace of mind at the best possible price. We operate without charging users for our services, relying on fees from our comparison provider partners.

QuoteMeLess works exclusively with certified Independent Financial Advisors (IFAs) who meticulously compare rates from across the UK’s leading providers. These IFAs prioritize customer needs and offer transparent, no-obligation quotes, safeguarding your financial well-being. We focus on delivering exceptional customer service and competitive energy prices, ensuring you receive tailored solutions and expert guidance.

Our core services include life insurance, critical illness cover, business insurance, home insurance, and funeral plans. We’re committed to providing a user-friendly platform and building trust through transparency and reliability.

SLI is a Washington, D.C.-based aerospace leasing platform, specializing in flexible capital solutions for the rapidly evolving aviation and space industries. We empower manufacturers and operators to scale their operations by unlocking access to critical assets, including satellites, ground stations, and next-generation aircraft. As a wholly owned subsidiary of Libra Group, we leverage 20+ years of aerospace asset financing expertise and a $11+ billion track record in commercial jet and helicopter transactions. Our goal is to facilitate the creation of an integrated global aerospace economy. We offer sale & leaseback agreements, asset finance for scaling, and as-a-service models, supporting the deployment of innovative technologies like electric vertical take-off and landing (eVTOL) craft and autonomous cargo-carrying drones. We are currently expanding our portfolio with assets such as two AscendArc satellites valued at over $200 million and 40 Chaparral VTOL aircraft.

At SLI, we power the aerospace economy by unlocking the capital that manufacturers and operators need to scale. We believe the aerospace economy is more than just aircraft, spacecraft, antennas and satellites – it’s the infrastructure behind global connectivity, economic growth, national security, and scientific advancement. Our mission is to facilitate the sector’s growth by delivering innovative, flexible asset financing solutions for the aviation and space industries.

Our Services include Sale & leaseback, Asset finance for scaling, and As-a-Service Models.

Wilshire is a leading global financial services firm and trusted partner to approximately 500 leading institutional investors and financial intermediaries. Our clients rely on us to improve investment outcomes for a better future. Wilshire is headquartered in the United States with offices worldwide.

We provide innovative investment advisory services and solutions, advanced financial analytics and market-leading indexes backed by time-tested quantitative and qualitative insights. We build enduring relationships with clients through trust and a shared purpose to improve investment outcomes for a better future.

Wilshire offers a comprehensive suite of services including Alternative assets, Indexes, Investment consulting, Investment database, Managed portfolios, Mutual funds, OCIO services, Optimization solutions, and Retirement solutions. We are committed to delivering superior market knowledge and helping our clients achieve their financial goals.

SMOC is a US-based investment and asset management company specializing in financial guidance and risk reduction for clients. Founded in 2019, we provide weekly stock recommendations and reports, alongside investment workshops designed to build confidence in stock investing. We cater to individuals seeking to improve their investment strategies and navigate the complexities of the stock market.

Our approach focuses on traditional stock investments, offering a stable and reliable path to growth. We are dedicated to empowering our clients with the knowledge and tools they need to make informed investment decisions. SMOC helps clients gain confidence with their investments and investment options.

SwanHealth is a leading payroll provider specializing in umbrella services for healthcare contractors based in Carlisle, England. We support thousands of medical professionals with efficient and timely contractor payments, simplifying the complex process of umbrella payroll.

Our team, with over a decade of experience in the sector, focuses on delivering a straightforward and reliable service, allowing contractors to concentrate on their vital roles. We are dedicated to providing seamless payroll solutions for the healthcare industry.