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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 2644 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.
2,644 companies
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Finance
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NBI Financial Group LLC is a leading mortgage solutions provider based in Charlotte, North Carolina, specializing in navigating complex transactions for self-employed borrowers and high-balance deals.

We connect clients with a diverse network of top 10 wholesale lenders, offering unparalleled access to competitive rates and closing costs. Our team leverages 15+ years of combined underwriting expertise, particularly in non-QM and jumbo loans, to secure financing for even the most challenging transactions.

At NBI Financial Group LLC, we pride ourselves on a 97% pull-through rate, demonstrating our commitment to client success and our deep understanding of lender guidelines. We simplify the mortgage process, ensuring a smooth and efficient experience for every client. We are dedicated to providing tailored solutions and expert guidance, making us a trusted partner in achieving your real estate goals.
Finance
Financial Services

2022

ClosingMark Home Loans is a leading mortgage lender based in Ontario, California, specializing in helping California residents secure competitive home loans.

We provide a comprehensive suite of mortgage solutions, including Conventional, Jumbo, FHA, VA, and USDA loans, catering to a wide range of borrower needs. Our experienced team focuses on assisting first-time homebuyers and those seeking down payment assistance programs, ensuring a smooth and transparent home buying journey.

At ClosingMark, we prioritize building trust through fair and reliable service. We are dedicated to simplifying the complex process of obtaining a mortgage, offering expert guidance and competitive rates to help our clients achieve their homeownership goals. We serve the greater Southern California area, providing personalized financing solutions for all stages of the home buying process.

With a team of 94 professionals and a strong presence in Ontario and Irvine, California, ClosingMark Home Loans is committed to delivering exceptional customer service and innovative mortgage products.
Finance
Financial Services
Nestimate is a Lincoln, Nebraska-based software analytics platform specializing in retirement income solutions for 401(k) plans.

We empower financial advisors, employers, and plan sponsors to confidently adopt and implement guaranteed income strategies within their defined contribution plans. Nestimate addresses the critical challenge of retirement income adoption, providing a technology-led, human-supported solution to bridge the gap between plan offerings and participant needs.

Our innovative platform offers data-driven insights and independent fiduciary advice, mitigating risk and enhancing governance while ultimately improving retirement outcomes for plan participants. We are software-led, but human-fed, standing by to assist you with all of your guaranteed income needs.

Founded in 2022, Nestimate combines over 100 years of combined experience in retirement income, defined contribution, and fiduciary process to democratize access to income and simplify the complexities of retirement planning.
Finance
Financial Services

2022

Nextpay Global is a leading cross-border payments and FX risk management specialist, based in Central Florida. We empower businesses operating across borders with a global reach and local expertise, backed by Corpay (NYSE: CPAY).

Nextpay Global provides a proprietary payments platform offering real-time visibility, faster settlement through local payment rails, and specialist FX expertise – capabilities that traditional banks often struggle to match.

Founded by Justine Assal MBE, we serve a diverse range of clients, including importers/exporters, aerospace & defense companies, life sciences firms, and international businesses establishing operations in the US. We combine the personal relationships of a Central Florida-based team with the infrastructure of a global payments leader, ensuring tailored solutions and specialist attention.

With $133B annual FX volume, 22,000+ global clients, and 145+ currencies supported, Nextpay Global is trusted by businesses seeking streamlined and controlled international payment operations.
Finance
Financial Services

2025

TruePay is a Texas-based payment processing company dedicated to providing truly good business services.

We serve small and medium-sized businesses across the United States, offering a reliable and transparent alternative to traditional credit card processors. Our goal is to eliminate the complexities and frustrations often associated with payment processing, allowing merchants to focus on growing their businesses.

What sets TruePay apart is our commitment to integrity, offering month-to-month agreements and a steadfast promise to never increase prices. We provide exceptional customer service through a dedicated US-based team, ensuring seamless support and peace of mind. We also offer a Dual Pricing Program, Lifetime TrueCare Coverage, and Mobile Payments solutions.

Founded in 2016, TruePay has quickly established itself as a trusted partner for businesses seeking a straightforward and dependable payment solution. We are committed to building the world’s most loved payments company.
Finance
Financial Services

2016

The Fractional Analyst is a US-based financial analysis firm specializing in real estate investment solutions, located in Orlando, Florida.

We provide institutional-quality financial models, quarterly reporting automation, and coreCast platform support – our in-house underwriting and portfolio management software – to real estate investors, operators, and entrepreneurs.

Our approach bridges the gap between institutional standards and entrepreneurial execution, empowering clients with the tools and insights to grow faster, raise capital confidently, and operate with clarity. We’re a team of experienced professionals dedicated to transforming the real estate industry through innovative solutions and expert insights.

Founded in 2024, The Fractional Analyst currently employs 4 individuals and offers on-demand analyst support, custom real estate financial models, and a growing suite of resources designed to streamline operations and inform strategic decisions.
Finance
Financial Services

2024

Wain Capital is a leading mortgage broker agency based in Scottsdale, Arizona, dedicated to simplifying the homeownership journey for families and individuals across Arizona, California, Colorado, Texas, Florida, and Oregon.

We specialize in providing comprehensive mortgage solutions, including conventional, VA, FHA, jumbo, and refinance loans, catering to first-time homebuyers, seasoned homeowners, and investors.

What sets Wain Capital apart is our commitment to personalized service, access to over 20 wholesale lender partnerships, and a streamlined process that delivers competitive rates and an average closing time of just 20 days or less. Our team, led by Zach Wain, leverages extensive market knowledge and a dedication to building trust, ensuring clients achieve their financial goals with confidence.

We pride ourselves on going beyond the loan – protecting our clients’ long-term financial future through strategic guidance and a collaborative approach with real estate agents, financial advisors, and other key partners. Mortgage Broker, Arizona, California, VA Loans, Refinance Loans
Finance
Financial Services

2019

Bayview Solutions, LLC is a Florida-based debt buying and accounts receivable management company specializing in Win-Win partnerships for collectors.

We help businesses maximize recovery from distressed assets, including charged-off debt, warehoused inventory, and late-stage debt. Our approach, ‘Crawl, Walk, Run,’ focuses on meticulous planning, strategic execution, and rapid adaptation to ensure sustainable success for our clients.

Backed by SOC 2 Type 2 certification and active participation in RMAI, ACA, and FCA, Bayview Solutions, LLC, founded in 2008, offers a trusted and innovative solution for elevating lives and raising the bar within the industry. We are committed to integrity and protecting every relationship with care.
Finance
Financial Services

2008

Evergreen Capital is a California-based investment advisory firm specializing in alternative investments and tax-efficient strategies for high earners and entrepreneurs.

We provide access to private market opportunities, including private equity, real estate, and debt funds, designed to generate consistent cash flow and long-term appreciation.

Unlike traditional family offices, Evergreen offers this level of investment excellence and sophisticated tax planning at a more accessible price point, focusing on a modern, streamlined approach to wealth management.

Evergreen partners with leading private fund managers and operators to source institutional-grade opportunities, ensuring quality and after-tax efficiency to complement your broader wealth strategy. We work with high-income professionals, entrepreneurs, and accredited investors. Qualification depends on financial profile, investment goals, and strategic alignment.

Evergreen Capital is a registered investment adviser. The firm does not provide tax or legal advice. Tax-related strategies discussed are for general informational purposes and should be reviewed with a qualified tax professional prior to implementation. Income is not guaranteed and may vary based on market conditions and manager performance. © 2026 Evergreen all rights reserved.
Finance
Financial Services
MJE Advisors is a leading executive search firm specializing in the asset management industry, headquartered in Florham Park, New Jersey.

For over 40 years, MJE Advisors has provided expert recruitment services to global asset management firms, mutual funds, and fund administrators. We connect top talent with exciting opportunities across North America and select international locations, including London, Geneva, Taiwan, and Hong Kong.

Our team of experienced recruiters offers retainer and contingency search services, alongside compensation design and consulting, supporting roles in fund accounting, operations, compliance, and marketing. We are proud members of the leadership counsel for Expect Miracles Foundation and actively involved with ALTSO, demonstrating our commitment to both the financial services industry and charitable causes.
Finance
Financial Services

1993

Loan Calc-Pro is a US-based provider of innovative mortgage loan calculators, serving real estate professionals and lenders nationwide.

We offer both a free, user-friendly version and a premium Pro version, empowering over 4,000 realtors and loan officers with the tools they need to streamline their lending processes. Our calculators support conventional, FHA, VA, and USDA loans, providing accurate and reliable results for every transaction.

The Loan Calc-Pro Pro version, available for just $1.99/month, unlocks editable features including save history, customizable text, and email integration – significantly boosting efficiency and client satisfaction. We are dedicated to simplifying the mortgage process for all involved.

Founded in 2015, Loan Calc-Pro has rapidly grown to become a trusted resource for the real estate industry, consistently delivering high-quality calculator solutions and exceptional customer support.
Finance
Financial Services

2015

Digital Prime Technologies is a leading provider of customizable prime brokerage technology solutions, headquartered in Jersey City, New Jersey.

We specialize in delivering robust and adaptable platforms for financial institutions, streamlining their operations and enhancing their risk management capabilities. Our solutions are designed to meet the unique demands of the prime brokerage industry, supporting everything from trade execution to collateral management.

Digital Prime Technologies empowers financial institutions to navigate the complexities of the market with confidence, leveraging our technology to improve efficiency, reduce operational risk, and drive profitability. We focus on providing tailored solutions for crypto prime brokerage, ensuring our clients remain at the forefront of innovation. Crypto prime brokerage technology is at the heart of what we do.
Finance
Financial Services
Adelphi Trust Company is a trusted and dedicated partner providing tailored trust solutions for every need, headquartered in St. Petersburg, Florida.

As Florida’s first and only women-founded and owned trust company, with over 106 years of combined experience, we specialize in comprehensive Trust Services, Estate Settlement, and Wealth & Investment Management.

We exist to protect, guide, and safeguard the wealth and financial futures of our clients and those they love most. As a safe keeper and lifelong fiduciary, we advocate for and educate the families and businesses we serve with a commitment to provide a single source of truth, especially in the face of challenges. Our team brings seasoned legal and fiduciary expertise, assisting families like yours with investment management, retirement services, financial planning, and trust administration.

We pride ourselves on modern operations, innovative services, and a dedicated partner for every need, offering clarity, reasoned guidance, and peace of mind.
Finance
Financial Services

2022

Worldfy Payments is a US-based payment processing company specializing in global e-commerce solutions, headquartered in Orlando, Florida.

We empower businesses to sell without borders, offering a streamlined checkout experience accessible in over 150 countries. Our platform facilitates international sales, providing accurate translations and cultural adaptations to ensure a seamless customer journey.

Worldfy simplifies global expansion by eliminating the complexities of foreign company registration and bureaucratic hurdles. We handle the compliance, allowing merchants to focus on growing their business. We offer secure, efficient payment processing with D+2 payouts to Brazilian bank accounts, backed by cutting-edge AI fraud protection and dedicated account management.
Finance
Financial Services
Seedfunders is a Florida-based angel investment group focused on pre-revenue, scalable tech startups. We back founders with MVPs and big potential, long before traditional venture capital steps in.

Our investors bring deep expertise and real-world experience to help startups validate, grow, and get VC-ready – with strategic mentorship every step of the way.

Seedfunders is the only funding entity in Florida that targets startups with a Minimum Viable Product (MVP) but little or no revenue. We look for scalable, cutting-edge technology models as the perfect candidate for Seedfunders investment. Lean Start-Up We’re big fans of the lean startup model and love it when a company understands and implements this model.

Today, the Seedfunders group of companies has made almost 50 investments in 30 portfolio companies. Additionally, we launched the Seedfunders Opportunity Fund to provide the first “friends and family” capital to black entrepreneurs and that fund now has 3 portfolio companies.
Finance
Financial Services

2017

Allied Legacy Partners is a San Diego, California-based property management firm specializing in HOA and CAM services for community associations.

We help community associations across California streamline their operations and enhance resident satisfaction. Our focus is on providing comprehensive solutions, from initial acquisition and management to ongoing maintenance and financial oversight.

What sets Allied Legacy Partners apart is our deep understanding of the unique challenges faced by community associations, combined with a commitment to building long-term partnerships based on trust and transparency. We leverage our founder’s extensive experience in real estate finance and property management to deliver exceptional results.

Founded in 2022 by David, Allied Legacy Partners is dedicated to fostering thriving communities and supporting the success of our clients. We are proud to carry on a legacy of resilience and determination, just as our founders did when they first arrived in America.
Finance
Financial Services

2022

Quant Data is a US-based provider of officially licensed real-time and historical market data, specializing in options analytics, serving institutional traders and retail investors alike.

We empower traders with a comprehensive suite of tools, including real-time options order flow, exposure visualization, and advanced volatility metrics. Our platform provides critical insights into dealer positioning, dark pool activity, and market sentiment, enabling data-driven decision-making.

Quant Data distinguishes itself through its commitment to delivering granular, unfiltered data directly from exchanges, combined with a vibrant and supportive trading community. We’re dedicated to bridging the data asymmetry between institutional and retail traders, fostering a more informed and efficient market.
Finance
Financial Services

2020

Cornerstone Lending Group is a leading financing partner based in Irvine, California, specializing in tailored lending solutions for the multifamily, commercial, SBA, and bridge real estate sectors.

We understand the unique challenges faced by investors and developers, and our experienced team is dedicated to providing responsive and creative financing options. Our goal is to streamline the lending process and ensure your projects are funded with confidence.

Cornerstone Lending Group leverages decades of industry expertise and a commitment to exceptional customer service to deliver competitive rates and a seamless experience. We pride ourselves on our ability to secure deals quickly and efficiently, making us the optimal choice for your real estate financing needs. Multifamily, Commercial, SBA, and Bridge financing are our core strengths.
Finance
Financial Services

2023

StrateFi Wealth Management is a California-based wealth management firm serving clients across the U.S., providing comprehensive financial planning services including retirement, estate, and investment strategies.

We understand that every individual’s financial journey is unique. At StrateFi, we partner with you to chart a personalized course toward your life goals, offering clear, personal guidance designed to support confident choices at every stage of life.

Our approach is built on meticulous strategy and navigated with clear and thorough direction, prioritizing trust, transparency, and a long-term partnership. We’re committed to guiding you through the financial terrain that is specific to you, offering a steady partner during life’s transitions.

As an independent wealth management firm, we prioritize protecting our clients’ interests, and we are proud to be members of FINRA and SIPC.
Finance
Financial Services

2021

Southeast Financial Services, Inc is a Greensboro, NC-based financial planning firm that has been dedicated to serving clients nationwide since 1991.

We’re a team that thrives on investigating the complexities of your financial life to design custom strategies. Your dream is our focus.

Our commitment is to provide a clear, actionable plan to guide your decisions, offering holistic planning that looks at where you are today and where you want to be. We provide the direction and resources to get you there, ensuring you have the tools and support you need to navigate your unique journey.

With over 100 years of combined industry experience, we strive to be the ally you can turn to through every life and wealth experience.
Finance
Financial Services

1991

Financial Finesse is a Newark, US-based financial technology company specializing in providing a global employee financial wellness benefit. We connect employees worldwide with certified, conflict-free financial coaches and AI-powered guidance, personalized to their country, language, culture, and benefits – all with no sales.

Our mission is to close the racial wealth gap, one workplace at a time, by empowering employees to improve their financial health and well-being. We achieve this through a unique combination of human coaching and AI technology, offering a truly personalized and accessible financial wellness experience.

Financial Finesse differentiates itself by offering unlimited access to live, certified financial coaches and Aimee, our AI-powered virtual coach, all within a single, integrated platform. We support every employee’s financial journey, driving measurable improvements in productivity, engagement, and benefits ROI for employers globally. We’ve been recognized as a winner on AI Watch 2024 for Best Personal Finance Platform.
Finance
Financial Services

2019

Partners in Equity is a Greensboro, North Carolina-based commercial real estate investment firm dedicated to empowering businesses with property ownership.

We provide patient capital through equity investments and downpayment assistance, enabling companies to acquire and maintain commercial real estate assets.

As a ‘partner in equity’, we champion sustainable building practices, integrating green design and construction to enhance property value, reduce environmental impact, and drive long-term savings through energy efficiency and innovative technologies.

Founded in 2019, Partners in Equity currently employs 43 professionals and is committed to fostering a thriving business environment through strategic real estate investments.
Finance
Financial Services

2019

Chapwood Investments is a wealth management firm based in Plano, Texas, specializing in asset preservation strategies for high-net-worth individuals and families.

Founded in 2005, Chapwood Investments leverages proprietary technology to design and manage bespoke investment portfolios. We focus on providing tailored financial solutions, combining deep market knowledge with a commitment to long-term client success.

Our approach centers on thorough portfolio evaluations and proactive investment management, ensuring alignment with our clients’ unique financial goals. We are a registered investment advisor dedicated to delivering exceptional service and building lasting relationships.

Chapwood Investments, LLC, with a team of 21 professionals, is committed to providing sophisticated investment management services.
Finance
Financial Services

2005

Cannabiz Credit Association is a St. Petersburg, Florida-based credit reporting platform dedicated to the cannabis industry.

We provide cannabis businesses with access to $2.6B+ in verified trade data, enabling them to make smarter credit decisions and reduce risk. Our mission is to revolutionize the cannabis industry through a community built on trust and transparency, leveraging a comprehensive database of accounts receivable and reported cannabis AR data.

As the cannabis industry’s first dedicated credit bureau, we offer members exclusive credit insights, risk monitoring tools, and a valuable network of industry professionals. We empower businesses to confidently extend credit, manage receivables, and foster a more stable and prosperous cannabis landscape.

Join the Cannabiz Credit Association today and become a part of this transformative journey.
Finance
Financial Services

2023

Clarus Wealth Advisors is a Peoria, Arizona-based financial advisory firm specializing in comprehensive wealth management solutions for business owners and high-net-worth individuals.

We serve entrepreneurs and business owners seeking to preserve and grow their wealth, ensuring financial security for themselves and their families. Our team provides tailored strategies encompassing portfolio management, retirement planning, and business succession planning, addressing the unique challenges faced by business leaders.

What distinguishes Clarus Wealth Advisors is our ‘Financially FIT’ approach – built on Freedom, Integrity, and Trust – combined with a robust operational support model. We offer a full-service, in-house portfolio management team with over 75 years of combined experience, providing direct access and unparalleled expertise. We also provide operational support, compliance, and dedicated technology support, allowing our clients to focus on their core business.

As a dually registered Registered Investment Advisor and broker dealer, we are committed to acting as a fiduciary, prioritizing our clients’ best interests and offering a wide range of investment options and financial planning tools. We guide, you drive – together, we’ll help you achieve your financial goals.
Finance
Financial Services

1996

Reliant Management Solutions is a debt relief and debt consolidation services provider based in Orlando, Florida.

We specialize in helping thousands of families across the United States overcome the burden of credit card debt and achieve financial freedom.

Reliant Management Solutions offers a proprietary process combining debt consolidation and debt management repayment programs, providing tailored solutions with flexible terms and low fixed interest rates, typically between 0% and 9.99%. Our team of experts provides financial education and resources, empowering clients to regain control of their finances and build a brighter future.

With over two decades of experience and a proven track record of success, we’re dedicated to delivering peace of mind and a debt-free life. We are committed to transparency, honesty, and ethical practices, ensuring a positive and supportive journey for every client. America’s #1 Choice for Credit Card Debt Relief.
Finance
Financial Services
Monge Capital Advisors is a New Jersey-based partnership providing strategic capital solutions for social impact.

We specialize in real estate and business capital solutions, delivering returns for clients and underserved communities through innovative strategies like leveraging New Market Tax Credits, combining private equity expertise with community development experience.

Monge Capital blends private equity expertise with deep community development experience, skillfully navigating public financing, especially focusing on federal tax credit financing, for innovative solutions. Our successful closure of over $2 billion in projects demonstrates our impact. We serve investors, developers, operating businesses, banking institutions, governmental agencies, and nonprofit institutions across the United States.

Our mission is to be the unparalleled capital advisor in the nation supporting public and private investment in underserved and disadvantaged communities.
Finance
Financial Services

2008

Legacy Corporate Lending, LLC is a Dallas-based asset-based lending partner providing flexible financing solutions to middle-market businesses.

We specialize in structuring revolving credit facilities and term loans, ranging from $10 to $40 million, utilizing assets such as accounts receivable, inventory, and equipment. Legacy Corporate Lending focuses on providing liquidity and certainty of close to companies seeking capital outside traditional bank lending channels.

With over 25 years of combined experience in asset-based lending, our leadership team – including Clark Griffith and Paul Martin – offers a hands-on approach, prioritizing borrower needs and delivering customized solutions. We’re recognized for excellence by The Secured Lender and named a ‘Legends and Leaders Innovator’ by ABF Journal.

Legacy lends® One Legacy Circle 7500 Dallas Parkway, Suite 265 Plano, TX 75024 Main: (972) 275-8320 © 2026 Legacy Corporate Lending, LLC. All rights reserved.
Finance
Financial Services

2023

Payment Savvy is a Plano, Texas-based payment processing company specializing in high-risk merchant accounts and providing all-in-one payment solutions to businesses nationwide.

We partner with businesses across a diverse range of sectors, including auto finance, collections, e-commerce, and healthcare, to streamline their payment acceptance and management processes. Our goal is to simplify complex payment workflows and empower our clients to focus on growth.

Payment Savvy distinguishes itself through a commitment to customized solutions, PCI DSS compliance, and a dedicated team providing expert support. We offer a comprehensive suite of services, including credit card processing, ACH payments, IVR systems, and recurring billing, all designed to meet the unique needs of each client.

Founded in 2010, Payment Savvy has grown to serve over 923 clients and continues to expand its reach, providing secure and reliable payment processing solutions for businesses of all sizes.
Finance
Financial Services

2010

Patient Preferred Services is a St. Petersburg, Florida-based company revolutionizing dental and healthcare financing.

We empower dental clinics and healthcare professionals to increase patient access to care by administering simple, comprehensive payment arrangements. Our platform eliminates the barriers of traditional financing, addressing the challenges of patient credit scores and burdensome fees.

Patient Preferred stands apart through its proprietary technology, instantly qualifying patients based on payment history and suggesting optimal payment plan amounts – from $500 to over $65,000 – all within seconds. Crucially, we never use a patient’s FICO score and safeguard patient information, prioritizing privacy and building stronger patient relationships.

Founded on 60+ years of combined experience in healthcare, technology, and consumer finance, Patient Preferred is dedicated to transforming the way healthcare providers and patients manage treatment costs.
Finance
Financial Services
Baobab Wealth Management is a Florida-based financial advisory firm specializing in retirement planning and income planning for Americans and expats. We understand the unique challenges faced by individuals preparing for retirement, offering personalized service and complete transparency with fees and philosophies.

Our approach mirrors the resilience and longevity of the iconic Baobab tree, native to the African Savannah – a symbol of life and prosperity. Like this remarkable tree, which can live for up to 3000 years, Baobab Wealth Management is committed to providing enduring financial security and guidance for our clients.

We help investors with $250k+ investable assets navigate complex tax landscapes and build sustainable retirement income strategies. We focus on proactive tax planning, risk management, and ensuring your retirement savings are protected from rising taxes. Let us help you avoid future tax time bombs and achieve your long-term financial goals.
Finance
Financial Services

2000

Accredited Investor Insights is a Redmond, Washington-based Substack publication dedicated to providing objective insights and education for high-net-worth investors navigating private markets.

We empower Accredited Investors with the knowledge and tools needed for informed decision-making, focusing on private equity, private credit, and real estate.

What sets Accredited Investor Insights apart is its unique perspective from the LP seat, offering unbiased analysis and practical insights gleaned from hundreds of deals and conversations with sponsors, LPs, and service providers. We strive to demystify the complexities of alternative investments, ensuring investors can confidently vet GPs and offerings.

Founded by Leyla Kunimoto, Accredited Investor Insights has rapidly grown to a subscriber base of tens of thousands, solidifying its position as a leading independent voice in the private markets landscape.
Finance
Financial Services
Soman Forensic & Valuation CPAs is a Boca Raton, Florida-based forensic accounting and business valuation firm specializing in providing credible solutions for complex financial disputes.

We assist attorneys and their clients in a wide range of matters, including divorce and family law, estate and gift tax planning, business and succession planning, and shareholder/partnership disputes. Our team meticulously analyzes financial records to uncover undisclosed assets, income, and irregularities, ensuring the integrity of legal proceedings.

At Soman Forensic & Valuation CPAs, we pride ourselves on our specialized focus, transparent communication, and commitment to delivering accurate and reliable results. We ask the right questions and sweat the small stuff, providing a depth of expertise that sets us apart.

Founded in 2022, we have quickly established a reputation for excellence and are committed to providing exceptional service to our clients. We currently operate with 9 team members across our Boca Raton, Tampa, and Orlando offices.
Finance
Financial Services

2022

Cone Health Ventures is a Greensboro, North Carolina-based healthcare innovation partnership firm. We connect entrepreneurs with Cone Health’s strategic needs, facilitating the validation, scaling, and de-risking of healthcare solutions within a $3B health system.

Our approach centers around a four-step innovation process: Locate, Negotiate, Co-Create, and Accelerate. We identify promising companies whose solutions align with Cone Health’s priorities, establishing mutually beneficial agreements to pilot and develop these innovations.

As the first Health Venture Office™ , developed in collaboration with Prinnovo, Cone Health Ventures leverages a growing network of health system partners to accelerate commercialization and deliver value for startups, Cone Health, and ultimately, patients. We are dedicated to shaping the future of healthcare delivery and innovation through strategic partnerships and a human-centered approach.
Finance
Financial Services
Institute Capital is a Durham, North Carolina-based CDFI providing debt and investment capital to affordable housing developers, community-based development organizations (CBDOs), and small businesses.

As a certified Community Development Financial Institution (CDFI), we seek to revitalize and transform diverse communities through affordable housing, entrepreneurship, HBCU collaborations, and community development. We focus on high-impact lending to borrowers who often lack access to capital from mainstream financial institutions, fostering thriving economies in underserved populations.

Institute Capital distinguishes itself through a commitment to equitable access to capital and strategic partnerships with organizations driving positive community impact. We support a range of initiatives, including affordable housing development, small business growth, and HBCU business collaborations, with a total impact of over $620 million in commercial development and housing, $101 million in capital investment, and the deployment of 12,000+ jobs.

Our experienced team, led by CEO Kevin J. Price, is dedicated to empowering communities and driving economic opportunity. We are proud to be a trusted partner in building a more equitable and prosperous future.
Finance
Financial Services

2021

Target Retirement Solutions is a leading retirement plan advisory firm based in Redington Shores, Florida, specializing in comprehensive solutions for businesses and their employees.

We help organizations navigate the complexities of employer-sponsored retirement plans, including 401(k)s and qualified retirement plans, with a focus on tax efficiency and employee retention. Our services encompass plan design, optimization, and fiduciary advisory services, ensuring compliance and maximizing plan benefits.

Target Retirement Solutions, a division of DiMatteo Group - Florida Inc., supports businesses in building a secure future for their workforce through strategic retirement planning. We are committed to providing expert guidance and peace of mind, helping employees confidently prepare for a comfortable retirement.

Since 1990, we’ve been dedicated to delivering tailored retirement solutions, backed by Commonwealth Financial Network.
Finance
Financial Services

2008

Ki Tov Investment is a research-led private investment fund based in Orlando, Florida, specializing in **private credit** and **growth-stage opportunities** for qualified investors. We partner with investors across public equities, private credit, and growth-stage investments, offering a sophisticated approach to asset management. Our focus is on building long-term relationships with both our clients and partners, providing tailored investment solutions.

Ki Tov Investment’s expertise lies in identifying and structuring investments across a range of sectors, leveraging our 15+ years of experience. We are dedicated to delivering strong returns while upholding the corporate values of the companies we invest in.

We provide a comprehensive suite of investment services, including due diligence, structuring, and ongoing portfolio management. We are committed to transparency and collaboration, ensuring our investors are fully informed and aligned with our strategic goals.
Finance
Financial Services

2018

World Home Loans is a California-based mortgage lender specializing in VA loans and dedicated to serving veterans with exceptional service and fast turnaround times.

Founded on a deep-rooted sense of duty, inspired by the heroic efforts of World Airways during Operation Babylift, World Home Loans honors its commitment to helping those who have served our country.

We pride ourselves on our industry-leading closing times – averaging just 18 days – significantly faster than the industry standard of 45-50 days. Our team, comprised of experienced mortgage professionals, including a nationally ranked VA loan specialist, provides personalized solutions and competitive rates, ensuring a seamless and victorious home-buying experience.

With an average of 5-star ratings on Zillow and Google, and a commitment to transparency and efficiency, World Home Loans is the trusted choice for veterans seeking to achieve their dream of homeownership.
Finance
Financial Services

2025

Florida Opportunity Fund is a nonprofit organization based in Orlando, Florida, dedicated to fueling the growth of Florida’s economy through strategic investments in early-stage companies.

Since 2008, we’ve been a vital catalyst for innovation, providing crucial capital and expert guidance to emerging businesses across a diverse range of sectors, including technology, life sciences, clean energy, and advanced manufacturing.

Our approach centers on identifying high-potential ventures with a strong Florida connection and a commitment to long-term success. We operate through three core programs: the Florida Venture Capital Program, the Clean Energy Investment Program, and the Fund of Funds Program, leveraging over $136 million in capital to support Florida’s burgeoning startup ecosystem.

We actively seek to partner with brilliant startup founders, venture capital funds, and clean energy projects, fostering a collaborative environment that drives economic growth and creates lasting impact.
Finance
Financial Services

2008

Medical Revenue Solutions is a California-based revenue cycle management and practice management solutions provider serving healthcare providers nationwide.

We specialize in optimizing financial performance for practices of all sizes and specialties, from small clinics to large multi-specialty groups. Our comprehensive services streamline operations, reduce administrative burdens, and improve cash flow, allowing physicians to focus on patient care.

CuRevenue combines cutting-edge technology with expert clinical coding and billing support, offering a transparent and efficient approach to revenue cycle management. We provide solutions including Electronic Medical/Health Records integration, payment solutions, denial management, and compliance support, ensuring accurate claims processing and maximized reimbursement.

With over a decade of experience, our team of specialists is dedicated to transforming healthcare practices and driving positive financial outcomes. We’re proud to partner with physicians to build sustainable and thriving businesses.
Finance
Financial Services

2013

National Christian Foundation Orlando is a ministry and grantmaking foundation based in Orlando, Florida, dedicated to simplifying giving, multiplying impact, and glorifying God. Since 2012, we’ve facilitated over $350 million in donations to over 90,000 charities worldwide, partnering with over 900 families in the Central Florida region.

We serve individuals and families seeking strategic and tax-efficient ways to support causes they deeply care about. Our team provides creative giving solutions, including the Giving Fund, non-cash giving strategies, and impact investing opportunities, all rooted in a Christ-centered approach.

What sets NCF Orlando apart is our commitment to personalized guidance and a collaborative partnership with our givers. We work alongside you to discern God’s story for your generosity, ensuring your contributions have the greatest possible impact for His Kingdom. We are a trusted Christian giving and granting partner, committed to helping you give wisely and gloriously.

Our local Orlando team, comprised of experienced professionals and passionate supporters, is here to guide you through the complexities of charitable giving and grantmaking. We believe in the power of generosity to transform lives and communities, and we’re honored to walk alongside you on this journey.
Finance
Financial Services

2012

RLJ Credit Management, LLC is a New Jersey-based alternative investment management firm providing bespoke financing solutions to private, lower-middle market companies.

We specialize in private credit and structured equity strategies, offering flexible debt and equity capital solutions to support growth-oriented businesses. Our approach centers on partnership capital, limiting dilution for existing equity owners, and a focus on long-term relationships.

Founded in 2011 by Robert L. Johnson and Trevoir D. Gregg, RLJ Credit leverages the expertise of its leadership team, including Robert L. Johnson, Founder & Senior Advisor of The RLJ Companies, a network of innovative businesses, and Trevoir D. Gregg, Founder & Managing Partner of RLJ Credit. RLJ Credit’s commitment to social impact is integrated into its investment approach, delivering both financial returns and societal benefit.
Finance
Financial Services

2011

CommonGood Capital is an Orlando, Florida-based financial services firm specializing in aligning capital with the values and goals of investors.

We provide advisors with a curated platform of private alternative investments, mobilizing capital to generate competitive returns and meaningful impact in communities globally. Our team combines financial expertise with a shared passion for responsible investing.

CommonGood Capital focuses on impact investing, connecting investors with opportunities that drive positive social and environmental change alongside financial returns. We are dedicated to building a more sustainable and equitable financial ecosystem.Impact Investing, Private Alternative Investments, Financial Services
Finance
Financial Services

2017

NAYA is a leading financial operations infrastructure platform based in Irvine, California, providing unified ledger, reconciliation, and controls for fintechs and embedded finance products.

We empower engineering and finance teams to automate critical financial processes, including operational ledgering – real-time, double-entry tracking of user balances and money movement – and reconciliation – automated matching of internal data against bank statements and payment processor reports.

What sets NAYA apart is our bank-agnostic platform that sits above your payment rails (Stripe, Modern Treasury, Unit, etc.), delivering a single source of truth for your financial data and driving significant efficiency gains. We’re building the operating system for the next generation of fintechs, offering a robust and scalable solution for modern financial operations.

NAYA was founded in 2023 and currently employs 4 people. We are SOC 2 Type II certified, ensuring enterprise-grade security for our clients’ sensitive financial data.
Finance
Financial Services

2023

Capital Alliance is a leading business funding solutions provider based in Irvine, California. We specialize in delivering tailored financing options to help businesses of all sizes achieve their growth objectives.

At Capital Alliance, we understand that securing the right capital is crucial for success. We offer a range of flexible funding solutions, including business lines of credit, equipment financing, and working capital loans, designed to meet your specific needs and cash flow patterns.

What sets us apart is our commitment to transparency, competitive rates, and a streamlined approval process. Our team of experienced financial experts works on salary, not commission, ensuring unbiased recommendations and long-term relationships. We prioritize your business’s success, providing the capital you need to thrive. Business Line of Credit, Equipment Financing, Working Capital Loan.
Finance
Financial Services

2008

Chicks Chat and Change is a Greensboro, North Carolina-based financial planning firm specializing in women's financial wellness.

We understand the unique financial challenges women face, from divorce and career transitions to retirement planning and investment management. Our mission is to empower women of all ages and backgrounds – whether they’re single, married, or approaching retirement – to confidently navigate their financial lives.

We provide personalized financial planning, investment management, and retirement planning services, all delivered through open and supportive conversations. We aim to be a trusted resource for women seeking clarity and control over their financial future.

As a division of Zuraw Financial Advisors, we leverage decades of experience to offer tailored solutions and ongoing support. We believe in the power of community and shared knowledge, and we’re dedicated to helping women achieve their financial goals.
Finance
Financial Services
First Choice Business Brokers Orlando Metro is a leading business brokerage and M&A advisory firm based in Orlando, Florida.

We specialize in assisting business owners throughout Central Florida in selling their companies with clarity, confidence, and strong outcomes.

Our team, led by Moe & Andrea Bousaid, has a proven track record of success, ranking as the leading team at First Choice Business Brokers for four consecutive years. We collaborate with owners across diverse industries – restaurants, healthcare, e-commerce, construction, and professional services – providing expert guidance and safeguarding their interests.

We pride ourselves on honesty, responsiveness, and treating every deal with the utmost importance. We are dedicated to supporting our clients through every step of the process, whether it’s retirement, relocation, or their next business endeavor.

First Choice Business Brokers has listed and managed over $15 billion in businesses for sale and boasts a national reach with local expertise, connecting entrepreneurs with opportunities across North America.
Finance
Financial Services
Limestone Financial Group is a New Jersey-based private wealth management firm dedicated to providing comprehensive investment portfolio management and strategic wealth planning services.

We specialize in supporting and educating clients near your location, helping them navigate the complexities of financial planning and achieve their long-term goals.

Limestone Financial Group distinguishes itself by focusing on the unique challenges faced by dual-income households with children and aging parents, offering a collaborative approach to financial planning that integrates relevant elements of the client’s personal and financial circumstances. We are committed to upholding our fiduciary duty to our clients, adhering to the CFP Board’s Code of Ethics and Standards of Conduct.

Founded with ancient traditions and Hermetic principles in mind, Limestone Financial Group prioritizes financial wellness—a state of good health that requires ongoing maintenance—and aligns financial and personal growth needs to help clients lead fulfilling lives.
Finance
Financial Services

2014

Belsky Mortgage is a Florida-based mortgage broker specializing in investment-focused real estate financing for experienced and first-time investors.

We connect families, friends, and investors to the homes of their dreams by providing tailored financing solutions for fix & flip, DSCR, and new construction projects.

What sets Belsky Mortgage apart is our investor-centric approach, offering flexible underwriting, clear communication, and a streamlined process – eliminating lengthy personal income requirements and minimizing credit pulls.

With a dedicated team and a network of trusted lenders, we’re committed to helping investors achieve their real estate goals, whether they’re scaling portfolios or embarking on new ventures.
Finance
Financial Services
Day Hustle is a St Petersburg, Florida-based angel employment company dedicated to empowering individuals to transition from their day jobs into thriving entrepreneurs.

We match the salary from a current day job with benefits like health insurance and a 401k, all to fuel the growth of a side hustle. Day Hustle provides a unique solution for those feeling unfulfilled by their current employment, offering a pathway to financial freedom and early retirement.

Our approach centers on angel employment – a new form of private equity that invests in individuals, providing them with the financial stability needed to pursue their passions. We’re the original angel employer, introducing this revolutionary concept through our book and resources.

Day Hustle is committed to helping you break free from ‘golden handcuffs’ and unlock your true potential, potentially achieving 900% profit growth in just 18 months.
Finance
Financial Services

2022

List of Finance companies in All locations

Company Name

Location

Category

Employees

Email

Accuracy

Website

Charlotte, United States (US)

Finance and Banking
Finance and Banking

2-10

info@nbifinancialgroup.com

http://www.nbifinancialgroup.com

Ontario, United States (US)

Finance and Banking
Finance and Banking

2-10

info@closingmarkhome.com

http://www.closingmarkhome.com

Lincoln, United States (US)

Finance and Banking
Finance and Banking

2-10

info@mynestimate.com

http://mynestimate.com

Tampa, United States (US)

Finance and Banking
Finance and Banking

2-10

info@nextpayglobal.com

http://www.nextpayglobal.com

Plano, United States (US)

Finance and Banking
Finance and Banking

2-10

support@gotruepay.com

http://www.goTruePay.com

Orlando, United States (US)

Finance and Banking
Finance and Banking

2-10

sales@thefractionalanalyst.com

https://thefractionalanalyst.com/

Scottsdale, United States (US)

Finance and Banking
Finance and Banking

2-10

support@waincapital.com

http://www.WainCapital.com

St Petersburg, United States (US)

Finance and Banking
Finance and Banking

2-10

sales@bvs-llc.net

http://www.bvs-llc.net

Irvine, United States (US)

Finance and Banking
Finance and Banking

2-10

info@evergreencap.com

http://www.evergreencap.com

Florham Park, United States (US)

Finance and Banking
Finance and Banking

2-10

info@mjeadvisors.com

http://www.mjeadvisors.com

Orlando, United States (US)

Finance and Banking
Finance and Banking

2-10

info@loancalc-pro.com

https://loancalc-pro.com/

Jersey City, United States (US)

Finance and Banking
Finance and Banking

2-10

info@digitalprimetechnologies.com

http://digitalprimetechnologies.com

St. Petersburg, United States (US)

Finance and Banking
Finance and Banking

2-10

info@adelphitrust.com

http://adelphitrust.com

Orlando, United States (US)

Finance and Banking
Finance and Banking

2-10

contact@worldfypayments.com

https://www.worldfypayments.com/

St Petersburg, United States (US)

Finance and Banking
Finance and Banking

2-10

info@seedfunders.com

https://www.seedfunders.com

San Diego, United States (US)

Finance and Banking
Finance and Banking

2-10

david@alliedlegacypartners.com

https://alliedlegacypartners.com/

Orlando, United States (US)

Finance and Banking
Finance and Banking

2-10

contact@quantdata.us

http://www.quantdata.us

Irvine, United States (US)

Finance and Banking
Finance and Banking

2-10

info@cornerstone-lg.com

http://www.cornerstone-lg.com

Irvine, United States (US)

Finance and Banking
Finance and Banking

2-10

info@stratefiwealth.com

http://www.stratefiwealth.com

Greensboro, United States (US)

Finance and Banking
Finance and Banking

2-10

info@sfs-inc.net

http://www.sfs-inc.net/

Newark, United States (US)

Finance and Banking
Finance and Banking

2-10

info@financialfinesse.com

http://ofcolor.com

Greensboro, United States (US)

Finance and Banking
Finance and Banking

2-10

hello@pie-nc.org

https://www.pie-nc.org/

Plano, United States (US)

Finance and Banking
Finance and Banking

2-10

info@chapwoodinvestments.com

http://www.chapwoodinvestments.com

St. Petersburg, United States (US)

Finance and Banking
Finance and Banking

2-10

info@cannabizcredit.com

https://www.cannabizcredit.com/

Laredo, United States (US)

Finance and Banking
Finance and Banking

2-10

bcooper@claruswealthadvisors.com

http://www.claruswealthadvisors.com

Orlando, United States (US)

Finance and Banking
Finance and Banking

2-10

info@reliantmsolutions.com

https://reliantmsolutions.com/

Newark, United States (US)

Finance and Banking
Finance and Banking

2-10

info@mongecapital.com

http://www.mongecapital.com

Plano, United States (US)

Finance and Banking
Finance and Banking

2-10

info@legacyabl.com

http://www.legacycorporatelending.com

Plano, United States (US)

Finance and Banking
Finance and Banking

2-10

info@mypaymentsavvy.com

http://www.mypaymentsavvy.com

St. Petersburg, United States (US)

Finance and Banking
Finance and Banking

2-10

info@patientpreferredservices.com

https://www.patientpreferredservices.com/

Venice, United States (US)

Finance and Banking
Finance and Banking

2-10

j.miller@baobabwealth.com

http://www.baobabwealth.com/

Redmond, United States (US)

Finance and Banking
Finance and Banking

2-10

info@accreditedinsight.com

http://www.accreditedinsight.com

Boca Raton, United States (US)

Finance and Banking
Finance and Banking

2-10

jason@somanforensics.com

http://www.somanforensics.com

Greensboro, United States (US)

Finance and Banking
Finance and Banking

2-10

info@conehealthventures.com

https://conehealthventures.com/

Durham, United States (US)

Finance and Banking
Finance and Banking

2-10

icap@theinstitutenc.org

https://theinstitutenc.org/icap/

Redington Shores, United States (US)

Finance and Banking
Finance and Banking

2-10

info@targetretirementsolutions.com

http://targetretirementsolutions.com/

Orlando, United States (US)

Finance and Banking
Finance and Banking

2-10

info@kitovinvestment.com

http://www.kitovinvestment.com

Irvine, United States (US)

Finance and Banking
Finance and Banking

2-10

welcome@worldhomeloans.com

http://www.worldhomeloans.com

ORLANDO, United States (US)

Finance and Banking
Finance and Banking

2-10

info@floridaopportunityfund.com

http://floridaopportunityfund.com

Irvine, United States (US)

Finance and Banking
Finance and Banking

2-10

info@curevenue.com

http://www.curevenue.com

Orlando, United States (US)

Finance and Banking
Finance and Banking

2-10

orlando@ncfgiving.com

https://www.ncfgiving.com/orlando/

Newark, United States (US)

Finance and Banking
Finance and Banking

2-10

info@rljcredit.com

http://www.rljcredit.com

Orlando, United States (US)

Finance and Banking
Finance and Banking

2-10

info@commongoodcap.com

http://commongoodcap.com

Irvine, United States (US)

Finance and Banking
Finance and Banking

2-10

info@naya.finance

https://naya.finance

Irvine, United States (US)

Finance and Banking
Finance and Banking

2-10

info@capitalalliance.com

https://www.capitalalliance.com

Greensboro, United States (US)

Finance and Banking
Finance and Banking

2-10

info@zurawfinancialadvisors.com

https://www.zurawfinancialadvisors.com/chicks-chat-and-change/

Orlando, United States (US)

Finance and Banking
Finance and Banking

2-10

orlando@fcbb.com

https://orlandometro.fcbb.com

Newark, United States (US)

Finance and Banking
Finance and Banking

2-10

info@limestonefinancialgroup.com

http://www.limestonefinancialgroup.com

Proudly Serving Florida, Ohio, Virginia, North Carolina, and Texas for Residential Services and 50+ States for Commercial and Investment Services, United States (US)

Finance and Banking
Finance and Banking

2-10

info@belskymortgage.com

https://www.belskymortgage.com

St Petersburg, United States (US)

Finance and Banking
Finance and Banking

2-10

info@dayhustle.com

https://dayhustle.com

50/2,644 results

Frequently asked questions

FAQ updated November 2025

What is Enterprise League?

Enterprise League is a business platform built for the doers, small businesses and startups who want to get seen, get leads, and grow.We help you showcase your company, connect directly with potential clients and partners, and get valuable insights into your performance, all without the middlemen or the fluff. Whether you're a team of 2 or 200, Enterprise League puts you on equal ground with the big players.

How can my business benefit from joining Enterprise League?

You get visibility, leads, and control, all in one place. Joining Enterprise League puts your business in front of thousands of verified companies. List your services, connect with decision-makers, and see real-time data on who’s visiting your profile.It’s a streamlined way to grow your presence, build partnerships, and stop relying on outdated directories or cold outreach.

What are the key features of Enterprise League?

Enterprise League gives you tools to grow faster: • Custom Profiles:Boos your visibility with a standout business profile. • Smart search: Get found by clients looking for your exact services. • Real analytics: See who's visiting, what's working and where you rank. • Direct messaging: Skip the cold emails and chat direct with prospects. • Reviews insights: Showcase real reviews and let AI highlight what matters. • Zero-fee marketplace: List and find products or services for free.

How does the company verification process work?

Get verified for the price of a coffee $0 Verified companies appear higher in search, build trust faster, and unlock an extra features. One badge. More business.

Can I try Enterprise League for free?

Absolutely. Our Free Plan is built for small businesses. You get profile visibility, marketplace access, and business directory use, free. Want more reach and features? Upgrade when you’re ready. No pressure.

How does the Interactive Business Directory work?

It’s like Google, but only for serious businesses. Search by location, size, or sector. Visit company profiles, send a message, or download insights. It’s built for real B2B decisions, not noise.

How can I download business insights?

Need competitor or market data? We’ve got it, and yes, you can download it. With our Business Insights Download feature, you can export detailed company and industry data in CSV format, including decision-makers, background info, and more. It’s perfect for sales targeting, market research, or just getting smarter about your next move.

What is the Referral Program?

Invite a business friend. You both get rewarded. Refer another company and when they join, you both get 1 month of Premium — free. It’s our way of growing the community with good people.

How does the Reviews feature work?

Show off your best reviews, without lifting a finger. We pull your reviews from Google, Facebook, Trustpilot and more. Then our AI highlights the most important insights. You just sit back and shine.

What plans are available?

Three simple plans: Free Plan: Get started with a verified profile, search access, and the ability to add products and services. Premium: More reach, more leads, deeper analytics. Ultimate: All the bells and whistles, including a dedicated growth partner.

How can my company win an award?

We highlight the best of the best, and that could be you. We run 50+ startup award categories every year. Apply for free. Winners get recognition, visibility, and bragging rights.