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 2776 companies in this sector. The largest share of listings is based in united states (us). Related sectors on Enterprise League include Accounting, Banking, Corporate Finance, Auditing, Asset Management, Personal Finance, Angel Investment.
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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.
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.
Financial Services
Finance
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.
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.
Financial Services
Finance
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.
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.
Financial Services
Finance
USA Bitcoin Report is a Plano, Texas-based provider of comprehensive Bitcoin news and analysis, serving investors and enthusiasts across the United States.
We deliver timely and insightful reporting on the latest developments in the cryptocurrency market, including price movements, regulatory changes, and technological advancements. Our goal is to empower our audience with the knowledge they need to make informed decisions about their Bitcoin investments.
As a trusted source for Bitcoin information, we focus on providing objective and unbiased coverage, utilizing data-driven analysis and expert commentary. We cater to both seasoned traders and newcomers seeking to understand the potential of Bitcoin and the broader digital asset landscape. We are committed to fostering a community of informed and engaged Bitcoin users.
We deliver timely and insightful reporting on the latest developments in the cryptocurrency market, including price movements, regulatory changes, and technological advancements. Our goal is to empower our audience with the knowledge they need to make informed decisions about their Bitcoin investments.
As a trusted source for Bitcoin information, we focus on providing objective and unbiased coverage, utilizing data-driven analysis and expert commentary. We cater to both seasoned traders and newcomers seeking to understand the potential of Bitcoin and the broader digital asset landscape. We are committed to fostering a community of informed and engaged Bitcoin users.
Financial Services
Finance
Armed Forces Financial Network is a St Petersburg, Florida-based electronic transfer network (EFT) providing network access to the U.S. military, veteran, and civilian communities. For over 40 years, AFFN has been a vital resource, connecting ATM and POS terminals at or near U.S. military bases worldwide.
AFFN serves as a crucial link, facilitating convenient access to funds for millions of service members, their families, and retirees. We partner with the Association of Military Banks of America (AMBA) and the Defense Credit Union Council (DCUC) to expand the reach of participating financial institutions and enhance financial services for those who serve.
As a co-owned entity of AMBA and DCUC, AFFN remains dedicated to its mission: to increase the versatility of participating financial institutions and better serve the U.S. military. Our robust network and longstanding history make us a trusted partner in supporting our nation’s heroes.
AFFN serves as a crucial link, facilitating convenient access to funds for millions of service members, their families, and retirees. We partner with the Association of Military Banks of America (AMBA) and the Defense Credit Union Council (DCUC) to expand the reach of participating financial institutions and enhance financial services for those who serve.
As a co-owned entity of AMBA and DCUC, AFFN remains dedicated to its mission: to increase the versatility of participating financial institutions and better serve the U.S. military. Our robust network and longstanding history make us a trusted partner in supporting our nation’s heroes.
Financial Services
Finance
Shopr Rewards is a US-based financial services company specializing in instant cash back rewards and marketing platforms, headquartered in Orlando, Florida.
We empower businesses across diverse sectors – including airlines, automotive, travel & hospitality, and health & fitness – to dramatically improve customer retention and drive recurring revenue. Shopr delivers guaranteed future revenue to your company with Shopr - a unique instant cash back app and marketing platform.
Unlike traditional loyalty programs that often fail to engage customers, Shopr transforms everyday spending into instant, valuable rewards that are redeemed exclusively with your brand, fostering a powerful cycle of engagement and renewal. Our platform seamlessly integrates with existing CRM and loyalty systems, offering a simple and effective solution for boosting customer lifetime value without discounting margins.
We empower businesses across diverse sectors – including airlines, automotive, travel & hospitality, and health & fitness – to dramatically improve customer retention and drive recurring revenue. Shopr delivers guaranteed future revenue to your company with Shopr - a unique instant cash back app and marketing platform.
Unlike traditional loyalty programs that often fail to engage customers, Shopr transforms everyday spending into instant, valuable rewards that are redeemed exclusively with your brand, fostering a powerful cycle of engagement and renewal. Our platform seamlessly integrates with existing CRM and loyalty systems, offering a simple and effective solution for boosting customer lifetime value without discounting margins.
Financial Services
Finance
Florida Credit Union Real Estate Network is a Florida-based nonprofit organization dedicated to fostering collaboration and education within the credit union real estate sector.
We bring together real estate leaders, industry experts, and senior management from credit unions and related service providers to share insights and best practices. Our primary focus is on equipping credit unions with the knowledge and tools they need to deliver exceptional real estate services to their members.
Through events like the annual CUREN Connection Conference and monthly underwriting roundtables, we provide a valuable platform for networking, professional development, and strategic discussions. We are committed to supporting the growth and success of our members in a dynamic and evolving mortgage and real estate landscape. Credit Union Real Estate Network
We bring together real estate leaders, industry experts, and senior management from credit unions and related service providers to share insights and best practices. Our primary focus is on equipping credit unions with the knowledge and tools they need to deliver exceptional real estate services to their members.
Through events like the annual CUREN Connection Conference and monthly underwriting roundtables, we provide a valuable platform for networking, professional development, and strategic discussions. We are committed to supporting the growth and success of our members in a dynamic and evolving mortgage and real estate landscape. Credit Union Real Estate Network
Financial Services
Finance
DDT WEALTH LLC is a St Petersburg, Florida-based financial services firm specializing in secured and unsecured real estate debt origination. We work with real estate investors, primarily focusing on commercial projects such as renewable energy, modern built-to-rent communities, and Section 8 housing.
Our mission is to provide strategic capital solutions to investors, facilitating the growth and scaling of their businesses. We understand the unique needs of our clients and offer competitive rates and flexible terms.
DDT Wealth leverages a strong network and a streamlined process to deliver financing in as little as 48 hours. We pride ourselves on our ability to navigate complex transactions and provide tailored solutions, as demonstrated by our success in closing deals ranging from $500,000 to $5,000,000. We are committed to building long-term relationships with our clients and partners. Capital Stacking, Hard Money Nationwide, and Unsecured Personal Funding are key components of our offerings.
We are a privately held company founded in 2019, with a team of experienced professionals dedicated to providing exceptional service and results.
Our mission is to provide strategic capital solutions to investors, facilitating the growth and scaling of their businesses. We understand the unique needs of our clients and offer competitive rates and flexible terms.
DDT Wealth leverages a strong network and a streamlined process to deliver financing in as little as 48 hours. We pride ourselves on our ability to navigate complex transactions and provide tailored solutions, as demonstrated by our success in closing deals ranging from $500,000 to $5,000,000. We are committed to building long-term relationships with our clients and partners. Capital Stacking, Hard Money Nationwide, and Unsecured Personal Funding are key components of our offerings.
We are a privately held company founded in 2019, with a team of experienced professionals dedicated to providing exceptional service and results.
Financial Services
Finance
Verify4 is a Durham, North Carolina-based income and employment verification platform dedicated to increasing credit access and fostering financial inclusion.
We empower people to control their financial data, enabling faster approvals for jobs, fairer credit, and improved living situations. Verify4 helps qualify individuals for better opportunities, reducing the ‘uncertainty fees’ paid by millions of borrowers and improving lending efficiencies.
What sets Verify4 apart is our commitment to opt-in data access only, with no data warehousing, marketing use, or transmission without prior consent. We partner with organizations like Pathways Credit Union and Unity National Bank to streamline verification processes and provide a secure, reliable solution.
Our innovative solutions, including Wage Verification and Employment Verification, benefit a wide range of industries, from mortgages and auto loans to rental agreements and government benefits eligibility determination.
We empower people to control their financial data, enabling faster approvals for jobs, fairer credit, and improved living situations. Verify4 helps qualify individuals for better opportunities, reducing the ‘uncertainty fees’ paid by millions of borrowers and improving lending efficiencies.
What sets Verify4 apart is our commitment to opt-in data access only, with no data warehousing, marketing use, or transmission without prior consent. We partner with organizations like Pathways Credit Union and Unity National Bank to streamline verification processes and provide a secure, reliable solution.
Our innovative solutions, including Wage Verification and Employment Verification, benefit a wide range of industries, from mortgages and auto loans to rental agreements and government benefits eligibility determination.
Financial Services
Finance
Busnes Funding is a St Petersburg, Florida-based financial services company specializing in providing fast and flexible funding solutions to businesses across a wide range of industries.
We understand the critical need for accessible capital, particularly for entrepreneurs and small businesses. Our mission is to empower businesses with the working capital they need to thrive, offering a streamlined approval process and unparalleled support.
Unlike traditional banks, Busnes Funding focuses on speed and simplicity, often providing funding within days. Beyond financing, we offer complimentary strategic and financial consulting, helping clients optimize cash flow, refine growth strategies, and maximize their return on investment. We partner with businesses in sectors including Food Service & Hospitality, Healthcare & Life Sciences, Automotive & Manufacturing, and Construction & Real Estate, among many others. Our core service is providing capital for payroll, inventory, equipment purchases, and business expansion.
We understand the critical need for accessible capital, particularly for entrepreneurs and small businesses. Our mission is to empower businesses with the working capital they need to thrive, offering a streamlined approval process and unparalleled support.
Unlike traditional banks, Busnes Funding focuses on speed and simplicity, often providing funding within days. Beyond financing, we offer complimentary strategic and financial consulting, helping clients optimize cash flow, refine growth strategies, and maximize their return on investment. We partner with businesses in sectors including Food Service & Hospitality, Healthcare & Life Sciences, Automotive & Manufacturing, and Construction & Real Estate, among many others. Our core service is providing capital for payroll, inventory, equipment purchases, and business expansion.
Financial Services
Finance
Di Giulio Financial is a US-based financial advisory firm serving individuals and families in Irvine, California.
We provide comprehensive financial planning services, including retirement planning, investment management, estate planning, and tax strategies.
Di Giulio Financial focuses on building long-term relationships with clients, offering personalized solutions tailored to their unique financial goals. We leverage our extensive knowledge of the financial market place to help clients achieve financial security and peace of mind.
Founded in 2019, our team of experienced advisors is dedicated to providing exceptional service and guidance. We are committed to helping you plan a bright future.
We provide comprehensive financial planning services, including retirement planning, investment management, estate planning, and tax strategies.
Di Giulio Financial focuses on building long-term relationships with clients, offering personalized solutions tailored to their unique financial goals. We leverage our extensive knowledge of the financial market place to help clients achieve financial security and peace of mind.
Founded in 2019, our team of experienced advisors is dedicated to providing exceptional service and guidance. We are committed to helping you plan a bright future.
Financial Services
Finance
Cardinal Retirement Planning, Inc is a Durham, North Carolina-based financial advisory firm specializing in retirement and wealth management strategies for educators, engineers, single women, and non-traditional families.
We provide comprehensive financial planning, including 401(k) plans, retirement income planning, long-term care, tax planning, and Medicare guidance. Our approach centers on building robust strategies tailored to individual client needs, prioritizing honesty and integrity as a fiduciary.
Cardinal Retirement Planning, Inc. works with clients to maximize their opportunities and create personalized plans that address complex compensation packages. We are committed to helping clients achieve financial freedom and confidence in their retirement journey.
Founded in 2013, we have a team of experienced advisors dedicated to providing exceptional service and expert guidance. We serve clients across North Carolina, including Chapel Hill, Durham, and Winston Salem.
We provide comprehensive financial planning, including 401(k) plans, retirement income planning, long-term care, tax planning, and Medicare guidance. Our approach centers on building robust strategies tailored to individual client needs, prioritizing honesty and integrity as a fiduciary.
Cardinal Retirement Planning, Inc. works with clients to maximize their opportunities and create personalized plans that address complex compensation packages. We are committed to helping clients achieve financial freedom and confidence in their retirement journey.
Founded in 2013, we have a team of experienced advisors dedicated to providing exceptional service and expert guidance. We serve clients across North Carolina, including Chapel Hill, Durham, and Winston Salem.
Financial Services
Finance
No Cost Solutions is a Charlotte, North Carolina-based consulting firm specializing in expense recovery and management for businesses nationwide.
We help organizations of all sizes – from small businesses to Fortune 100 corporations – identify and rectify overbilling issues across a wide range of vendor categories, including utilities, telecommunications, and waste management.
Our approach begins with a completely risk-free, no-cost audit, meticulously reviewing invoices line by line to uncover hidden savings opportunities. We’re committed to building lasting partnerships based on transparency and delivering measurable results, ensuring your budget is optimized and your cash flow is maximized.
With over 60 years of combined experience, our team provides expert guidance and personalized strategies to drive significant cost reductions and operational efficiencies. We prioritize accuracy and long-term savings, offering annual reviews to guarantee corrections hold and rates remain competitive.
We help organizations of all sizes – from small businesses to Fortune 100 corporations – identify and rectify overbilling issues across a wide range of vendor categories, including utilities, telecommunications, and waste management.
Our approach begins with a completely risk-free, no-cost audit, meticulously reviewing invoices line by line to uncover hidden savings opportunities. We’re committed to building lasting partnerships based on transparency and delivering measurable results, ensuring your budget is optimized and your cash flow is maximized.
With over 60 years of combined experience, our team provides expert guidance and personalized strategies to drive significant cost reductions and operational efficiencies. We prioritize accuracy and long-term savings, offering annual reviews to guarantee corrections hold and rates remain competitive.
Financial Services
Finance
EBSC Lending is a leading direct private lender based in Irvine, California, specializing in asset-based financing solutions for real estate investors and developers nationwide.
We provide customized lending programs, including bridge loans, construction financing, hard money loans, mezzanine financing, and C-PACE loans, catering to a diverse range of investment strategies and property types – from cannabis developments to multifamily projects.
What sets EBSC Lending apart is our commitment to speed, certainty, and transparency. Since our founding in 2021, we’ve originated over $2.3 billion in loans, funding 239 projects across all 50 states, and we pride ourselves on a streamlined approval process and a dedicated team focused on delivering exceptional service.
We offer loan amounts from $10 million to $100 million, with terms ranging from 12 to 60 months, and loan-to-value ratios up to 85%. EBSC Lending is a premier financial partner, providing agile, reliable, and fiduciary-driven support for your real estate ventures.
We provide customized lending programs, including bridge loans, construction financing, hard money loans, mezzanine financing, and C-PACE loans, catering to a diverse range of investment strategies and property types – from cannabis developments to multifamily projects.
What sets EBSC Lending apart is our commitment to speed, certainty, and transparency. Since our founding in 2021, we’ve originated over $2.3 billion in loans, funding 239 projects across all 50 states, and we pride ourselves on a streamlined approval process and a dedicated team focused on delivering exceptional service.
We offer loan amounts from $10 million to $100 million, with terms ranging from 12 to 60 months, and loan-to-value ratios up to 85%. EBSC Lending is a premier financial partner, providing agile, reliable, and fiduciary-driven support for your real estate ventures.
Financial Services
Finance
Stacey’s Funding LLC is a private lending company based in New Jersey, specializing in providing fast and flexible financing solutions for real estate investors and business owners.
We understand that securing capital quickly is crucial for your ventures. Stacey’s Funding LLC offers private money loans with considerate rates and flexible terms, designed to meet the unique needs of investors and business owners.
Our focus is on delivering efficient and reliable financing, enabling you to seize opportunities and grow your investments. We pride ourselves on our commitment to fast closing times and personalized service. We are a trusted partner for those seeking immediate access to capital for real estate projects and business expansions.
Founded in 2020, Stacey’s Funding LLC has quickly established a reputation for responsiveness and reliability within the private lending sector.
We understand that securing capital quickly is crucial for your ventures. Stacey’s Funding LLC offers private money loans with considerate rates and flexible terms, designed to meet the unique needs of investors and business owners.
Our focus is on delivering efficient and reliable financing, enabling you to seize opportunities and grow your investments. We pride ourselves on our commitment to fast closing times and personalized service. We are a trusted partner for those seeking immediate access to capital for real estate projects and business expansions.
Founded in 2020, Stacey’s Funding LLC has quickly established a reputation for responsiveness and reliability within the private lending sector.
Financial Services
Finance
Club 720 is a non-profit organization based in Fort Wayne, Indiana, dedicated to making homeownership accessible to prospective buyers.
We provide a comprehensive platform connecting individuals with equity offers, including grants and affordable loan products, through our trusted program partners.
Club 720 acts as a supportive resource, guiding individuals through the often complex process of securing homeownership. Our tools, coaches, and financial assistance programs are designed to empower individuals to achieve their dream of owning a home. We are committed to fostering a more inclusive and equitable housing market.
Founded in 2017, Club 720 currently employs 8 people and has grown to serve a growing community of aspiring homeowners.
We provide a comprehensive platform connecting individuals with equity offers, including grants and affordable loan products, through our trusted program partners.
Club 720 acts as a supportive resource, guiding individuals through the often complex process of securing homeownership. Our tools, coaches, and financial assistance programs are designed to empower individuals to achieve their dream of owning a home. We are committed to fostering a more inclusive and equitable housing market.
Founded in 2017, Club 720 currently employs 8 people and has grown to serve a growing community of aspiring homeowners.
Financial Services
Finance
Curasset Capital Management is a New Jersey-based asset management firm specializing in high-grade fixed income investments for institutional clients.
As a SEC registered investment advisor since 2021, we focus on managing portfolios comprised of AAA through BB credit, US Treasuries, ABS, Agency and Non-Agency MBS, CMBS, and structured equity.
Our approach centers on identifying and capitalizing on opportunities within the fixed income market, providing tailored solutions to meet the specific needs of our institutional partners. We are dedicated to delivering consistent, high-quality performance through a disciplined investment process and a deep understanding of the market landscape.
As a SEC registered investment advisor since 2021, we focus on managing portfolios comprised of AAA through BB credit, US Treasuries, ABS, Agency and Non-Agency MBS, CMBS, and structured equity.
Our approach centers on identifying and capitalizing on opportunities within the fixed income market, providing tailored solutions to meet the specific needs of our institutional partners. We are dedicated to delivering consistent, high-quality performance through a disciplined investment process and a deep understanding of the market landscape.
Financial Services
Finance
LifeStyle Plan is a Plano, Texas-based financial services company offering a unique combination of a proprietary platform and personalized support from certified personal finance managers.
We empower individuals to achieve financial confidence and build wealth faster by removing the complexity and stress traditionally associated with personal finance management. Our innovative approach combines expert guidance with a user-friendly technology, allowing clients to gain clear insights into their finances, automate key processes, and confidently plan for the future.
LifeStyle Plan’s mission is to alleviate financial stress and enable individuals to focus on what truly matters – living a fulfilling life. We provide a comprehensive solution for those seeking to take control of their finances and achieve long-term financial wellness.
Founded in 2019, LifeStyle Plan has rapidly grown to serve individuals, employers, finance professionals, and family offices, offering a valuable benefit that promotes employee well-being and productivity.
We empower individuals to achieve financial confidence and build wealth faster by removing the complexity and stress traditionally associated with personal finance management. Our innovative approach combines expert guidance with a user-friendly technology, allowing clients to gain clear insights into their finances, automate key processes, and confidently plan for the future.
LifeStyle Plan’s mission is to alleviate financial stress and enable individuals to focus on what truly matters – living a fulfilling life. We provide a comprehensive solution for those seeking to take control of their finances and achieve long-term financial wellness.
Founded in 2019, LifeStyle Plan has rapidly grown to serve individuals, employers, finance professionals, and family offices, offering a valuable benefit that promotes employee well-being and productivity.
Financial Services
Finance
Elefante Financial Services is a Durham, North Carolina-based wealth management firm dedicated to providing comprehensive financial planning and investment solutions.
At Elefante Financial Services, our client engagements take on a ‘planning first’ approach. We believe that planning is the cornerstone of successful client relationships and is essential to understanding your goals and helping you take control of your financial future.
We offer a wide range of services, including investment and asset allocation planning, retirement planning, life insurance analysis, education funding, estate planning, and small business retirement plans. We are committed to a ‘planning first’ approach and will not recommend any course of action until we are fully aware of the client’s goals and objectives.
As a firm affiliated with LPL Financial, we prioritize building long-term relationships based on trust and a deep understanding of our clients’ individual needs.
At Elefante Financial Services, our client engagements take on a ‘planning first’ approach. We believe that planning is the cornerstone of successful client relationships and is essential to understanding your goals and helping you take control of your financial future.
We offer a wide range of services, including investment and asset allocation planning, retirement planning, life insurance analysis, education funding, estate planning, and small business retirement plans. We are committed to a ‘planning first’ approach and will not recommend any course of action until we are fully aware of the client’s goals and objectives.
As a firm affiliated with LPL Financial, we prioritize building long-term relationships based on trust and a deep understanding of our clients’ individual needs.
Financial Services
Finance
Private Money Placement Trust is a St Petersburg, Florida-based investment firm specializing in high-yield, low-risk real estate and business ventures.
We focus on acquiring commercial real estate, tech, and health & fitness businesses, offering investors a unique opportunity to participate in a diversified portfolio with conservative strategies. Our approach centers on identifying stable, competitive hedges – drawing on centuries of historical data – to deliver superior returns while minimizing risk.
As a client of Synergy Business Incubator, we leverage their resources and expertise to connect investors with promising projects, currently managing over 10 active ventures across multifamily real estate and health/fitness sectors. We are actively seeking private investors and joint venture partners to expand our portfolio and deliver exceptional value.
We prioritize transparency and conservative investment principles, aiming to provide a secure and rewarding investment experience.
We focus on acquiring commercial real estate, tech, and health & fitness businesses, offering investors a unique opportunity to participate in a diversified portfolio with conservative strategies. Our approach centers on identifying stable, competitive hedges – drawing on centuries of historical data – to deliver superior returns while minimizing risk.
As a client of Synergy Business Incubator, we leverage their resources and expertise to connect investors with promising projects, currently managing over 10 active ventures across multifamily real estate and health/fitness sectors. We are actively seeking private investors and joint venture partners to expand our portfolio and deliver exceptional value.
We prioritize transparency and conservative investment principles, aiming to provide a secure and rewarding investment experience.
Financial Services
Finance
Blackwell Mortgage of NC is a Durham, North Carolina-based mortgage broker specializing in customized mortgage plans for homebuyers, homeowners, investors, and business owners.
We simplify the complex world of financing, connecting clients with the best lenders to secure competitive rates and tailored solutions. Our team, led by April Young Blackwell, a former Business Banker and Certified Mortgage Advisor, provides expert guidance and support throughout the entire mortgage process.
Blackwell Mortgage distinguishes itself through a commitment to personalized service, a deep understanding of local market trends, and a dedication to matching clients with lenders who align perfectly with their unique financial needs. We are proud to donate a portion of our profits to 1C1313.org, doubling the impact of community support.
As a Mortgage Broker, we work for YOU, not a particular lender, ensuring you receive the most advantageous terms. We offer a wide range of loan products, including conforming, jumbo, FHA, VA, and USDA loans, catering to diverse borrower profiles and investment strategies. We are licensed in North Carolina, South Carolina, and Virginia.
We simplify the complex world of financing, connecting clients with the best lenders to secure competitive rates and tailored solutions. Our team, led by April Young Blackwell, a former Business Banker and Certified Mortgage Advisor, provides expert guidance and support throughout the entire mortgage process.
Blackwell Mortgage distinguishes itself through a commitment to personalized service, a deep understanding of local market trends, and a dedication to matching clients with lenders who align perfectly with their unique financial needs. We are proud to donate a portion of our profits to 1C1313.org, doubling the impact of community support.
As a Mortgage Broker, we work for YOU, not a particular lender, ensuring you receive the most advantageous terms. We offer a wide range of loan products, including conforming, jumbo, FHA, VA, and USDA loans, catering to diverse borrower profiles and investment strategies. We are licensed in North Carolina, South Carolina, and Virginia.
Financial Services
Finance
WalletFi is a Durham, North Carolina-based FinTech company specializing in Subscription Management Solutions for community banks, credit unions, and fintechs.
We believe that every transaction is an opportunity for engagement. Our mission is to enhance your ability to better understand your customers' transactions and build experiences around them that exceed their expectations by delivering meaningful, personalized interactions.
WalletFi™ enriches raw transactions with recurring subscription and bill payment data, adding a new layer of enrichment that enables the opportunity to engage with every transaction. We identify + Enrich, Analyze + Measure, Target + Act. Founded in 2016, WalletFi is led by a passionate team dedicated to building technology that provides real-world value to the financial services industry. Our team is united by WalletFi's values of West Coast Vision , East Coast Hustle and Southern Charm.
We advocate for your customers’ financial well-being, delivering relevant insights and recommendations that empower them to make decisions to continually improve their financial well-being.
We believe that every transaction is an opportunity for engagement. Our mission is to enhance your ability to better understand your customers' transactions and build experiences around them that exceed their expectations by delivering meaningful, personalized interactions.
WalletFi™ enriches raw transactions with recurring subscription and bill payment data, adding a new layer of enrichment that enables the opportunity to engage with every transaction. We identify + Enrich, Analyze + Measure, Target + Act. Founded in 2016, WalletFi is led by a passionate team dedicated to building technology that provides real-world value to the financial services industry. Our team is united by WalletFi's values of West Coast Vision , East Coast Hustle and Southern Charm.
We advocate for your customers’ financial well-being, delivering relevant insights and recommendations that empower them to make decisions to continually improve their financial well-being.
Financial Services
Finance
Sypher Capital is a New Jersey-based digital asset investment firm specializing in institutional-grade Bitcoin and blockchain strategies for accredited investors, family offices, and RIAs. Founded in 2018, we unlock the digital asset opportunity by providing open-ended fund investments in publicly-traded tokens and equities alongside privately-held blockchain companies and protocols, offering both long and short capabilities with zero leverage.
We focus on identifying businesses disrupting traditional financial services through blockchain technology, delivering institutional-quality returns.
Our flagship offering, the Sypher Bitcoin Yield Fund (SBYF), generates passive income by allocating to layer-2 protocols, providing a tax-efficient, Bitcoin-denominated strategy with a target annual yield of 3–8% and monthly liquidity.
Sypher Capital Partners leverages institutional infrastructure, robust risk management, and a commitment to aligning investor outcomes through a clear mandate and a fee structure designed for sophisticated investors.
We focus on identifying businesses disrupting traditional financial services through blockchain technology, delivering institutional-quality returns.
Our flagship offering, the Sypher Bitcoin Yield Fund (SBYF), generates passive income by allocating to layer-2 protocols, providing a tax-efficient, Bitcoin-denominated strategy with a target annual yield of 3–8% and monthly liquidity.
Sypher Capital Partners leverages institutional infrastructure, robust risk management, and a commitment to aligning investor outcomes through a clear mandate and a fee structure designed for sophisticated investors.
Financial Services
Finance
Advisor Services Exchange is a leading provider of specialized solutions for Registered Investment Advisors (RIAs) based in St. Petersburg, Florida.
We help RIAs optimize their businesses and increase enterprise value through eight unique offerings: Data & Analytics, Capital Strategies, M&A Strategy, Performance Marketing, Smart Compliance, The CFO Program, Intelligent Investments, and Transition Services.
Our focus is on delivering actionable insights and strategic recommendations to support growth, compliance, and valuation enhancement for RIA firms. We provide a comprehensive suite of services designed to streamline operations and drive profitability.
Founded in 2020, Advisor Services Exchange currently employs a team of 7 professionals and is dedicated to empowering advisors with the tools and knowledge they need to succeed in today’s dynamic financial landscape.
We help RIAs optimize their businesses and increase enterprise value through eight unique offerings: Data & Analytics, Capital Strategies, M&A Strategy, Performance Marketing, Smart Compliance, The CFO Program, Intelligent Investments, and Transition Services.
Our focus is on delivering actionable insights and strategic recommendations to support growth, compliance, and valuation enhancement for RIA firms. We provide a comprehensive suite of services designed to streamline operations and drive profitability.
Founded in 2020, Advisor Services Exchange currently employs a team of 7 professionals and is dedicated to empowering advisors with the tools and knowledge they need to succeed in today’s dynamic financial landscape.
Financial Services
Finance
Mosaic Financial is a Texas-based wealth management firm specializing in retirement planning, group benefits, and legacy planning for families, executives, and business owners.
We understand that navigating complex finances can be overwhelming, particularly for successful individuals and families. Too often, advice is fragmented and incomplete, leading to missed opportunities and unnecessary stress.
Mosaic Financial provides simple solutions for complex finances by offering coordinated advice across tax planning, wealth management, and risk management. As fiduciaries, we are committed to acting solely in your best interest, building a cohesive financial picture and empowering you to achieve your long-term goals.
Founded in 2021 by Adam Prewett, AIF®, Mosaic Financial combines decades of experience with a proactive, client-focused approach, helping you build the tapestry of your financial world with clarity and confidence.
We understand that navigating complex finances can be overwhelming, particularly for successful individuals and families. Too often, advice is fragmented and incomplete, leading to missed opportunities and unnecessary stress.
Mosaic Financial provides simple solutions for complex finances by offering coordinated advice across tax planning, wealth management, and risk management. As fiduciaries, we are committed to acting solely in your best interest, building a cohesive financial picture and empowering you to achieve your long-term goals.
Founded in 2021 by Adam Prewett, AIF®, Mosaic Financial combines decades of experience with a proactive, client-focused approach, helping you build the tapestry of your financial world with clarity and confidence.
Financial Services
Finance
AimWell Financial is a fee-only financial planning firm based in St Petersburg, Florida, dedicated to helping individuals and business owners in the Tampa Bay area achieve their life goals and build lasting financial wellness.
We understand that financial planning is more than just investments; it’s about aligning your money with your values, dreams, and priorities. Our approach begins with truly listening to our clients – understanding their unique circumstances, fears, and aspirations – to create a personalized plan that supports a healthy, balanced, and fulfilling life.
Unlike many firms that focus solely on portfolio performance, AimWell Financial integrates financial planning with mindful wellness principles, helping clients make sound choices and pursue financial confidence. We specialize in retirement planning, investment strategies, estate planning, and insurance review, alongside educational funding, tax planning, and behavioral finance.
AimWell Financial and its founder, Amy Powell, CFA®, are regularly featured for their client-centered approach to financial planning, including published insights in Forbes and articles highlighting the firm’s work in the community and the industry. We are committed to helping you create a roadmap to financial success, reflecting your values and supporting your overall well-being.
We understand that financial planning is more than just investments; it’s about aligning your money with your values, dreams, and priorities. Our approach begins with truly listening to our clients – understanding their unique circumstances, fears, and aspirations – to create a personalized plan that supports a healthy, balanced, and fulfilling life.
Unlike many firms that focus solely on portfolio performance, AimWell Financial integrates financial planning with mindful wellness principles, helping clients make sound choices and pursue financial confidence. We specialize in retirement planning, investment strategies, estate planning, and insurance review, alongside educational funding, tax planning, and behavioral finance.
AimWell Financial and its founder, Amy Powell, CFA®, are regularly featured for their client-centered approach to financial planning, including published insights in Forbes and articles highlighting the firm’s work in the community and the industry. We are committed to helping you create a roadmap to financial success, reflecting your values and supporting your overall well-being.
Financial Services
Finance
Clear Path Asset Management is a Durham, North Carolina-based commercial real estate investment manager focused on delivering compelling risk-adjusted returns.
We specialize in acquiring privately held commercial real estate with untapped potential and creating a ‘Clear Path’ to value for our investors. Our team identifies opportunities, unlocks value, and manages properties with a focus on minimizing downside risk and maximizing returns.
Founded in 2018 by Dan Magid, Clear Path Asset Management operates with integrity and builds lasting relationships with investors, brokers, and property owners. We are committed to providing a seamless and trustworthy experience throughout the investment process.
Currently, we focus on high-growth core markets in the Carolinas, such as Raleigh and Charlotte, and have a proven track record of successful acquisitions and dispositions.
We specialize in acquiring privately held commercial real estate with untapped potential and creating a ‘Clear Path’ to value for our investors. Our team identifies opportunities, unlocks value, and manages properties with a focus on minimizing downside risk and maximizing returns.
Founded in 2018 by Dan Magid, Clear Path Asset Management operates with integrity and builds lasting relationships with investors, brokers, and property owners. We are committed to providing a seamless and trustworthy experience throughout the investment process.
Currently, we focus on high-growth core markets in the Carolinas, such as Raleigh and Charlotte, and have a proven track record of successful acquisitions and dispositions.
Financial Services
Finance
Palladium Group is a Fort Wayne, Indiana-based insurance consulting firm specializing in providing outcome-based risk management solutions to registered investment advisors and comprehensive financial advisors.
We partner with RIAs to ensure their clients’ financial plans are comprehensively protected, offering a range of services including life insurance, retirement solutions, disability insurance, and long-term care planning.
What sets Palladium Group apart is our commitment to transparency, a fiduciary-first approach, and the backing of Ash Brokerage, a leading insurance solutions provider. We focus on delivering concierge service and individualized guidance, mirroring your fiduciary responsibility and prioritizing client outcomes.
Founded in 2012, Palladium Group has grown to serve a diverse client base, leveraging technology and a dedicated team to provide exceptional support to advisors and their clients. We are committed to building lasting partnerships and driving success for our clients and partners.
We partner with RIAs to ensure their clients’ financial plans are comprehensively protected, offering a range of services including life insurance, retirement solutions, disability insurance, and long-term care planning.
What sets Palladium Group apart is our commitment to transparency, a fiduciary-first approach, and the backing of Ash Brokerage, a leading insurance solutions provider. We focus on delivering concierge service and individualized guidance, mirroring your fiduciary responsibility and prioritizing client outcomes.
Founded in 2012, Palladium Group has grown to serve a diverse client base, leveraging technology and a dedicated team to provide exceptional support to advisors and their clients. We are committed to building lasting partnerships and driving success for our clients and partners.
Financial Services
Finance
Whetro Wealth Management is a fiduciary financial planning firm based in Toledo, Ohio, serving individuals, families, and business owners across Northwest Ohio.
We specialize in crafting personalized wealth management plans, encompassing investment planning, financial planning, insurance planning, and tax planning, to help our clients achieve their unique financial goals. Our experienced team of advisors works closely with each client to understand their individual needs and create a tailored strategy that aligns with their aspirations.
At Whetro Advisors, we prioritize building long-term relationships based on trust, knowledge, and a commitment to providing exceptional service. We’re dedicated to guiding our clients through the complexities of the financial landscape, offering peace of mind and empowering them to confidently navigate their financial future.
With nearly 35 years of experience, Tim Whetro and his team are committed to delivering a superior service standard, ensuring our clients receive the support and expertise they deserve.
We specialize in crafting personalized wealth management plans, encompassing investment planning, financial planning, insurance planning, and tax planning, to help our clients achieve their unique financial goals. Our experienced team of advisors works closely with each client to understand their individual needs and create a tailored strategy that aligns with their aspirations.
At Whetro Advisors, we prioritize building long-term relationships based on trust, knowledge, and a commitment to providing exceptional service. We’re dedicated to guiding our clients through the complexities of the financial landscape, offering peace of mind and empowering them to confidently navigate their financial future.
With nearly 35 years of experience, Tim Whetro and his team are committed to delivering a superior service standard, ensuring our clients receive the support and expertise they deserve.
Financial Services
Finance
Mammoth Technology is a US-based financial technology company specializing in platform solutions for Registered Investment Advisors and Fund Managers. We bridge the gap between investors, financial advisors, and fund managers through an intuitive, integrated platform.
Mammoth Technology provides comprehensive solutions including branded portals, digital subscription management, virtual data rooms, and investor relations support. Our platform streamlines every aspect of the fund lifecycle, from initial setup to ongoing investor management and reporting.
We excel in simplifying fundraising, enhancing investor experience, and ensuring compliance with KYC/AML regulations. Mammoth Technology’s goal is to empower financial institutions to scale their operations and focus on delivering exceptional service to their clients. We offer expert integration guidance and a commitment to innovation in the alternative investment space.
Mammoth Technology provides comprehensive solutions including branded portals, digital subscription management, virtual data rooms, and investor relations support. Our platform streamlines every aspect of the fund lifecycle, from initial setup to ongoing investor management and reporting.
We excel in simplifying fundraising, enhancing investor experience, and ensuring compliance with KYC/AML regulations. Mammoth Technology’s goal is to empower financial institutions to scale their operations and focus on delivering exceptional service to their clients. We offer expert integration guidance and a commitment to innovation in the alternative investment space.
Financial Services
Finance
unLocked CRM is an AI-powered CRM provider specializing in solutions for life and health insurance agents. Based in Fort Wayne, Indiana, we offer a streamlined and scalable CRM platform designed by producers, for producers.
Our core offering, unLocked CRM, leverages artificial intelligence to simplify the complexities of insurance sales. We provide autonomous AI insurance CRM with quoting across 1,252 carriers, commission tracking from 332 carriers, and Voice OS.
With our Core, Pro, and Max plans starting at just $69/mo, unLocked CRM empowers agents to manage their businesses more efficiently and grow their practices. We are dedicated to providing the tools agents need to succeed in today’s competitive market.
Our core offering, unLocked CRM, leverages artificial intelligence to simplify the complexities of insurance sales. We provide autonomous AI insurance CRM with quoting across 1,252 carriers, commission tracking from 332 carriers, and Voice OS.
With our Core, Pro, and Max plans starting at just $69/mo, unLocked CRM empowers agents to manage their businesses more efficiently and grow their practices. We are dedicated to providing the tools agents need to succeed in today’s competitive market.
Financial Services
Finance
Loan Risk Advisors, LLC is a California-based mortgage compliance consultancy specializing in risk management solutions for mortgage lenders.
We understand the complexities of regulations like TILA, RESPA, ECOA, and HMDA, which can overwhelm even the most experienced lending teams.
At Loan Risk Advisors, we provide targeted support to help mortgage banks reduce risk, simplify compliance, and move forward with confidence. Our services include Snapshot Reviews, Customized Training, Fractional Compliance Officer services, and State Exam Preparation.
We partner with mortgage lenders of all sizes—from independent brokers to large IMBs—to deliver tailored solutions that fit your team, budget, and risk profile. We don’t just deliver compliance; we do it *with* you, becoming an integral part of your operations.
Let us lighten your load and help you focus on what matters most: building your business.
We understand the complexities of regulations like TILA, RESPA, ECOA, and HMDA, which can overwhelm even the most experienced lending teams.
At Loan Risk Advisors, we provide targeted support to help mortgage banks reduce risk, simplify compliance, and move forward with confidence. Our services include Snapshot Reviews, Customized Training, Fractional Compliance Officer services, and State Exam Preparation.
We partner with mortgage lenders of all sizes—from independent brokers to large IMBs—to deliver tailored solutions that fit your team, budget, and risk profile. We don’t just deliver compliance; we do it *with* you, becoming an integral part of your operations.
Let us lighten your load and help you focus on what matters most: building your business.
Financial Services
Finance
Money Talk With Tiff is a Greensboro, North Carolina-based financial education platform dedicated to empowering the Black community to achieve economic freedom and build generational wealth.
We believe that financial literacy is a right, not a privilege, and that the conversation about money needs to be culturally relevant, accessible, and unapologetically authentic.
Money Talk With Tiff cuts through the noise and combats the misinformation often peddled by lifestyle influencers, specializing in breaking down complex topics—from debt elimination and investing to starting and scaling a business—into simple, actionable steps.
Our mission is to transform financial fear into confidence, giving our community the tools to design a life of freedom and build a legacy of prosperity. We offer a range of resources, including blog posts, podcasts, and a free quiz to help individuals on their financial journey.
We believe that financial literacy is a right, not a privilege, and that the conversation about money needs to be culturally relevant, accessible, and unapologetically authentic.
Money Talk With Tiff cuts through the noise and combats the misinformation often peddled by lifestyle influencers, specializing in breaking down complex topics—from debt elimination and investing to starting and scaling a business—into simple, actionable steps.
Our mission is to transform financial fear into confidence, giving our community the tools to design a life of freedom and build a legacy of prosperity. We offer a range of resources, including blog posts, podcasts, and a free quiz to help individuals on their financial journey.
Financial Services
Finance
SC Capital is a Saint Petersburg, Florida-based Private Investment Advisory & Management firm specializing in comprehensive Outsourced Chief Investment Officer (OCIO) services. We cater to complex, sophisticated Family Offices and Ultra High Net Worth Individuals and Families, including next-generation wealth creators.
Our approach centers on permanent capital, offering a flexible and patient strategy focused on long-term value creation and outsized returns. We prioritize capital appreciation, wealth generation, and downside protection through a disciplined, contrarian investment philosophy.
SC Capital is led by a seasoned investment executive with over 23 years of experience in Family Office, Investment Advisory & Management, and Private Equity. We foster a collaborative and entrepreneurial culture, prioritizing alignment, independence, and transparency within a family-centric partnership. We offer a wide range of investment strategies across all asset classes, including Collectibles, Commodities, Derivatives, Digital Assets, and Private Equity, alongside specialized alternative investments like Sports, Entertainment, and Media.
Our approach centers on permanent capital, offering a flexible and patient strategy focused on long-term value creation and outsized returns. We prioritize capital appreciation, wealth generation, and downside protection through a disciplined, contrarian investment philosophy.
SC Capital is led by a seasoned investment executive with over 23 years of experience in Family Office, Investment Advisory & Management, and Private Equity. We foster a collaborative and entrepreneurial culture, prioritizing alignment, independence, and transparency within a family-centric partnership. We offer a wide range of investment strategies across all asset classes, including Collectibles, Commodities, Derivatives, Digital Assets, and Private Equity, alongside specialized alternative investments like Sports, Entertainment, and Media.
Financial Services
Finance
Arbor Digital is a leading digital asset management firm based in Anchorage, Alaska, specializing in providing RIAs with a secure and compliant ‘True Digital Asset SMAtm’ solution.
We connect financial advisors and their clients with the rapidly growing world of digital assets, offering curated knowledge and expertise in cryptocurrencies and decentralized finance (DeFi).
Arbor Digital’s commitment to fiduciary principles and innovative technology empowers advisors to confidently expand their service offerings and cater to the evolving needs of their clients.
As a subsidiary of Arbor Capital, a respected RIA, we leverage decades of experience and a deep understanding of the investment landscape to deliver exceptional value and drive client success. Our team is dedicated to navigating the complexities of the digital asset space and fostering long-term partnerships.
We connect financial advisors and their clients with the rapidly growing world of digital assets, offering curated knowledge and expertise in cryptocurrencies and decentralized finance (DeFi).
Arbor Digital’s commitment to fiduciary principles and innovative technology empowers advisors to confidently expand their service offerings and cater to the evolving needs of their clients.
As a subsidiary of Arbor Capital, a respected RIA, we leverage decades of experience and a deep understanding of the investment landscape to deliver exceptional value and drive client success. Our team is dedicated to navigating the complexities of the digital asset space and fostering long-term partnerships.
Financial Services
Finance
One Oak Wealth Management is a Seattle-based wealth management firm dedicated to providing investment management and strategic financial planning to individuals and families.
We strive to build and maintain strong, lasting relationships with our clients, understanding their unique needs and objectives to develop a tailored strategy for achieving their short and long-term financial goals.
As a firm, our focus is on providing objective advice and guidance, helping our clients pursue financial independence and embrace opportunities to live the life they deserve. We are committed to upholding industry high standards of care, emphasizing personal service, integrity, and trust. Financial Planning, Retirement Planning, and Estate Planning are core services we offer.
We strive to build and maintain strong, lasting relationships with our clients, understanding their unique needs and objectives to develop a tailored strategy for achieving their short and long-term financial goals.
As a firm, our focus is on providing objective advice and guidance, helping our clients pursue financial independence and embrace opportunities to live the life they deserve. We are committed to upholding industry high standards of care, emphasizing personal service, integrity, and trust. Financial Planning, Retirement Planning, and Estate Planning are core services we offer.
Financial Services
Finance
SageMint Wealth is a wealth management firm based in Irvine, California, dedicated to helping high-net-worth individuals, families, and business owners achieve their financial goals.
We provide a fresh approach to financial planning, building authentic relationships with our clients and executing innovative strategies. Our mission is to align your vision with your values, investing in socially responsible companies that make a real impact in the world.
As a full-service firm, we offer a comprehensive suite of services including wealth management, investment management, retirement planning, estate & tax planning, risk management, and impact investing. We are committed to providing personalized guidance and support, ensuring your financial future is secure and aligned with your aspirations.
Led by a team of experienced financial professionals, including CFPs and estate planning attorneys, SageMint Wealth combines decades of expertise with a dedication to client success.
We provide a fresh approach to financial planning, building authentic relationships with our clients and executing innovative strategies. Our mission is to align your vision with your values, investing in socially responsible companies that make a real impact in the world.
As a full-service firm, we offer a comprehensive suite of services including wealth management, investment management, retirement planning, estate & tax planning, risk management, and impact investing. We are committed to providing personalized guidance and support, ensuring your financial future is secure and aligned with your aspirations.
Led by a team of experienced financial professionals, including CFPs and estate planning attorneys, SageMint Wealth combines decades of expertise with a dedication to client success.
Financial Services
Finance
Excellent Capital is a Newport Beach, California-based single family office founded in 2014 by Simon Zhang. We specialize in generating significant wealth for our first-generation Principal through strategic investments in private equities, public equities, and real estate.
Our approach centers on long-term compounding returns, partnering with exceptional investment and operational teams, and deploying capital into cash flow positive businesses with strong growth potential. We prioritize a patient, long-term holding strategy, employing minimal leverage and offering entrepreneurs a flexible liquidity path.
Excellent Capital’s evergreen fund structure and opportunistic investment strategy allow us to navigate complex transactions, including carve-outs, restructurings, and distressed situations, delivering value to both our investors and portfolio companies. We are committed to integrity and disciplined investment practices.
Our approach centers on long-term compounding returns, partnering with exceptional investment and operational teams, and deploying capital into cash flow positive businesses with strong growth potential. We prioritize a patient, long-term holding strategy, employing minimal leverage and offering entrepreneurs a flexible liquidity path.
Excellent Capital’s evergreen fund structure and opportunistic investment strategy allow us to navigate complex transactions, including carve-outs, restructurings, and distressed situations, delivering value to both our investors and portfolio companies. We are committed to integrity and disciplined investment practices.
Financial Services
Finance
Crescent Harbor Private Wealth is a boutique investment advisory firm based in Jersey City, New Jersey, dedicated to protecting wealth, easing financial stress, and empowering clients to achieve their dreams.
We partner with individuals across all aspects of their financial lives, offering customized planning, comprehensive wealth management, and highly personal family office services. Our approach is rooted in a Culture of CARE, prioritizing a compassionate and enjoyable experience for our clients.
Crescent Harbor Private Wealth leverages decades of collective experience and access to advanced investment vehicles through Sanctuary Wealth, providing unbiased options and a truly independent advisory relationship. We are aligned with Sanctuary Securities Inc. and Sanctuary Advisors, LLC.
We focus on building long-term relationships based on trust and a deep understanding of our clients’ unique goals and values.
We partner with individuals across all aspects of their financial lives, offering customized planning, comprehensive wealth management, and highly personal family office services. Our approach is rooted in a Culture of CARE, prioritizing a compassionate and enjoyable experience for our clients.
Crescent Harbor Private Wealth leverages decades of collective experience and access to advanced investment vehicles through Sanctuary Wealth, providing unbiased options and a truly independent advisory relationship. We are aligned with Sanctuary Securities Inc. and Sanctuary Advisors, LLC.
We focus on building long-term relationships based on trust and a deep understanding of our clients’ unique goals and values.
Financial Services
Finance
CentsChat is a US-based podcast production company specializing in providing insightful and engaging content for the payments industry, particularly focusing on ISVs, Payment Facilitators, and Marketplaces.
We deliver a unique blend of regulatory analysis, industry updates, and entertaining discussions, covering crucial topics such as FinCen compliance, PCI DSS regulations, and the latest developments from Visa and Mastercard.
CentsChat offers a valuable resource for professionals seeking to navigate the complexities of the payments landscape with clarity and a touch of humor. Our approachable style and expert insights make learning about payments both accessible and enjoyable.
Founded in 2020, CentsChat has quickly grown to become a trusted voice within the payments community, with a dedicated team of experts and a rapidly expanding audience. We are committed to providing the most engaging and informative podcast experience possible.
We deliver a unique blend of regulatory analysis, industry updates, and entertaining discussions, covering crucial topics such as FinCen compliance, PCI DSS regulations, and the latest developments from Visa and Mastercard.
CentsChat offers a valuable resource for professionals seeking to navigate the complexities of the payments landscape with clarity and a touch of humor. Our approachable style and expert insights make learning about payments both accessible and enjoyable.
Founded in 2020, CentsChat has quickly grown to become a trusted voice within the payments community, with a dedicated team of experts and a rapidly expanding audience. We are committed to providing the most engaging and informative podcast experience possible.
Financial Services
Finance
Cloud Capital Management is a Boca Raton, Irvine, and Seattle-based Registered Investment Advisor providing customized financial planning and bespoke investment management strategies to clients across the United States.
We specialize in understanding and securing your financial future through thorough data analysis and a personalized approach. Our team delves deep into your unique circumstances to ensure our tailored solutions perfectly match your aspirations.
What sets Cloud Capital apart is our unwavering commitment to exceptional client experiences, driven by a team of experienced financial professionals and a dedication to innovation and technological leverage. We prioritize client satisfaction, fostering long-term growth and building trust through integrity and collaboration. We are committed to delivering superior value and enriching lives through strategic partnerships and a focus on community impact.
Our leadership principles guide every decision, emphasizing client experience, growth with value, and a balanced work-life integration. We are proud to be led by experienced professionals like Blake Martin, Taylor Heininger, Kory Lackey, Sean Sternbach, and Hart Williams, who are dedicated to elevating the standards of wealth management.
We specialize in understanding and securing your financial future through thorough data analysis and a personalized approach. Our team delves deep into your unique circumstances to ensure our tailored solutions perfectly match your aspirations.
What sets Cloud Capital apart is our unwavering commitment to exceptional client experiences, driven by a team of experienced financial professionals and a dedication to innovation and technological leverage. We prioritize client satisfaction, fostering long-term growth and building trust through integrity and collaboration. We are committed to delivering superior value and enriching lives through strategic partnerships and a focus on community impact.
Our leadership principles guide every decision, emphasizing client experience, growth with value, and a balanced work-life integration. We are proud to be led by experienced professionals like Blake Martin, Taylor Heininger, Kory Lackey, Sean Sternbach, and Hart Williams, who are dedicated to elevating the standards of wealth management.
Financial Services
Finance
Lighthouse Financial Corp is a Greensboro, North Carolina-based commercial finance company specializing in asset-based lending, providing creative and flexible financing solutions to small and mid-sized businesses across the eastern United States.
For over 35 years, Lighthouse Financial has been dedicated to helping businesses secure working capital, fund growth initiatives, and navigate challenging financial situations. We focus on providing loans secured by accounts receivable, inventory, and fixed assets, often when traditional banks are unable to offer the same level of flexibility.
What sets Lighthouse apart is our privately-held structure, allowing us to prioritize client needs and offer responsive, tailored solutions. With a team boasting over 175 years of combined experience in finance and asset-based lending, we pride ourselves on building long-term relationships and delivering innovative financing strategies. Asset Based Lending, Commercial Finance, and Working Capital Lines of Credit are at the core of our offerings.
For over 35 years, Lighthouse Financial has been dedicated to helping businesses secure working capital, fund growth initiatives, and navigate challenging financial situations. We focus on providing loans secured by accounts receivable, inventory, and fixed assets, often when traditional banks are unable to offer the same level of flexibility.
What sets Lighthouse apart is our privately-held structure, allowing us to prioritize client needs and offer responsive, tailored solutions. With a team boasting over 175 years of combined experience in finance and asset-based lending, we pride ourselves on building long-term relationships and delivering innovative financing strategies. Asset Based Lending, Commercial Finance, and Working Capital Lines of Credit are at the core of our offerings.
Financial Services
Finance
KPP Financial, Inc. is a privately held independent financial advisory firm based in Irvine, California, dedicated to providing 100% fee transparency and accountability to investors nationwide.
We serve a diverse clientele, from Orange County families to high-net-worth individuals, addressing their complex financial needs through personalized planning, investment strategies, and comprehensive wealth management.
What sets KPP Financial apart is our commitment to unbiased financial education, delivered through the InvestTalk podcast and a suite of resources designed to empower investors with the knowledge and tools they need to achieve their financial goals. Our team combines institutional analysis with a boutique approach, offering agile and individualized solutions.
Since 1998, KPP Financial has been a trusted partner for investors seeking clarity, control, and long-term success. We are proud to be a leading financial education platform, helping individuals distinguish between market noise and genuine opportunity.
We serve a diverse clientele, from Orange County families to high-net-worth individuals, addressing their complex financial needs through personalized planning, investment strategies, and comprehensive wealth management.
What sets KPP Financial apart is our commitment to unbiased financial education, delivered through the InvestTalk podcast and a suite of resources designed to empower investors with the knowledge and tools they need to achieve their financial goals. Our team combines institutional analysis with a boutique approach, offering agile and individualized solutions.
Since 1998, KPP Financial has been a trusted partner for investors seeking clarity, control, and long-term success. We are proud to be a leading financial education platform, helping individuals distinguish between market noise and genuine opportunity.
Financial Services
Finance
Dalphia Partners is a leading M&A advisory and solutions firm specializing in strategic guidance for RIA firms, wealth managers, and financial sponsors. Based in Irvine, California, we help these firms navigate complex transactions and achieve their growth objectives.
We focus exclusively on the wealth management sector, leveraging extensive industry experience to deliver bespoke M&A and strategic advisory services. Our team provides comprehensive support, from sell-side and buy-side M&A to bespoke solutions and transaction support, ensuring each deal is tailored to the client’s unique needs.
Dalphia Partners distinguishes itself through its deep understanding of the wealth management landscape and its commitment to building long-term relationships. We are dedicated to facilitating successful outcomes for our clients, driving value and fostering sustainable growth.
We focus exclusively on the wealth management sector, leveraging extensive industry experience to deliver bespoke M&A and strategic advisory services. Our team provides comprehensive support, from sell-side and buy-side M&A to bespoke solutions and transaction support, ensuring each deal is tailored to the client’s unique needs.
Dalphia Partners distinguishes itself through its deep understanding of the wealth management landscape and its commitment to building long-term relationships. We are dedicated to facilitating successful outcomes for our clients, driving value and fostering sustainable growth.
Financial Services
Finance
John Stokes Financial is a trusted wealth management firm based in Irvine, California, specializing in providing comprehensive financial planning services for professionals navigating significant life transitions.
For over 20 years, we’ve dedicated ourselves to supporting individuals experiencing job loss, retirement, or other major changes, offering personalized guidance and proactive portfolio management. We understand the unique challenges and opportunities presented during these times, and our goal is to help you achieve financial clarity and security, ensuring you never leave money on the table.
What sets John Stokes Financial apart is our commitment to a tailored, holistic approach, combining customized financial planning, ongoing monitoring, and proactive investment strategies – all delivered with a focus on building long-term relationships and providing exceptional client support. We’re here to be your partner every step of the way.
For over 20 years, we’ve dedicated ourselves to supporting individuals experiencing job loss, retirement, or other major changes, offering personalized guidance and proactive portfolio management. We understand the unique challenges and opportunities presented during these times, and our goal is to help you achieve financial clarity and security, ensuring you never leave money on the table.
What sets John Stokes Financial apart is our commitment to a tailored, holistic approach, combining customized financial planning, ongoing monitoring, and proactive investment strategies – all delivered with a focus on building long-term relationships and providing exceptional client support. We’re here to be your partner every step of the way.
Financial Services
Finance
GT Partners is a US-based private credit investment firm specializing in opportunistic lending to small and middle-market businesses and niche borrowers.
We provide senior, secured debt solutions, focusing on generating current yield and delivering compelling total returns while prioritizing downside protection. This approach offers a fixed-income alternative for investors seeking attractive returns.
GT Partners distinguishes itself through a disciplined, focused investment strategy and a commitment to understanding the unique needs of each borrower. We are dedicated to building long-term relationships based on trust and transparency.
Founded in 2021, GT Partners currently employs a team of 10 professionals and is headquartered in Irvine, California. We are committed to delivering exceptional value to our investors and partners.
We provide senior, secured debt solutions, focusing on generating current yield and delivering compelling total returns while prioritizing downside protection. This approach offers a fixed-income alternative for investors seeking attractive returns.
GT Partners distinguishes itself through a disciplined, focused investment strategy and a commitment to understanding the unique needs of each borrower. We are dedicated to building long-term relationships based on trust and transparency.
Founded in 2021, GT Partners currently employs a team of 10 professionals and is headquartered in Irvine, California. We are committed to delivering exceptional value to our investors and partners.
Financial Services
Finance
Bear Creek Capital LLC is a leading investment firm based in Orlando, Florida, specializing in strategic investor introductions and capital market expertise for public and private companies.
For over 25 years, we’ve cultivated a robust network of retail brokers, institutions, money managers, and small-cap funds, facilitating crucial connections that drive significant equity financing.
We partner with profitable companies possessing strong management teams and clear strategic plans, providing value-added investment and securing top-level leadership to support their growth. Our focus is on building lasting relationships and delivering exceptional results within the financial markets.
Bear Creek Capital LLC has a team of 11 professionals and a proven track record of success in connecting companies with the capital they need to thrive.
For over 25 years, we’ve cultivated a robust network of retail brokers, institutions, money managers, and small-cap funds, facilitating crucial connections that drive significant equity financing.
We partner with profitable companies possessing strong management teams and clear strategic plans, providing value-added investment and securing top-level leadership to support their growth. Our focus is on building lasting relationships and delivering exceptional results within the financial markets.
Bear Creek Capital LLC has a team of 11 professionals and a proven track record of success in connecting companies with the capital they need to thrive.
Financial Services
Finance
Midlands Financial is a Lincoln, Nebraska-based financial advisory firm specializing in retirement, investment, estate, and insurance planning for individuals and small business owners.
We help clients across Nebraska and beyond achieve their financial goals with personalized strategies and ongoing support. Our team of experienced professionals focuses on building long-term relationships based on trust and open communication.
At Midlands Financial, we prioritize understanding your unique circumstances and crafting tailored solutions to safeguard your future and create a lasting legacy. We are dedicated to providing clarity and confidence in your financial journey.
Founded in 1969, Midlands Financial has a long-standing commitment to serving our community and helping clients navigate life’s financial milestones. We partner with Principal Financial Group to deliver comprehensive financial solutions.
We help clients across Nebraska and beyond achieve their financial goals with personalized strategies and ongoing support. Our team of experienced professionals focuses on building long-term relationships based on trust and open communication.
At Midlands Financial, we prioritize understanding your unique circumstances and crafting tailored solutions to safeguard your future and create a lasting legacy. We are dedicated to providing clarity and confidence in your financial journey.
Founded in 1969, Midlands Financial has a long-standing commitment to serving our community and helping clients navigate life’s financial milestones. We partner with Principal Financial Group to deliver comprehensive financial solutions.
Financial Services
Finance
Rise Capital is an Irvine, California-based AI-driven cryptocurrency investment fund. We combine algorithmic decisioning with risk-weighted portfolio construction to pursue alpha across blockchain and digital asset markets – without the noise.
Rise Capital was founded on a simple thesis: blockchain and digital assets will transform vast segments of the global economy, and the firms that win this cycle will pair deep capital markets discipline with engineering rigor. We're building both.
What sets Rise Capital apart is our team of operators, engineers, and traders, dedicated to building the next decade of investing, underpinned by a robust, AI-powered approach to digital asset exposure. AMADEUS ONE, our signature investment strategy, is a hybrid recommender system designed to ingest market data and produce risk-weighted, actionable allocation decisions across the digital asset class.
Rise Capital was founded on a simple thesis: blockchain and digital assets will transform vast segments of the global economy, and the firms that win this cycle will pair deep capital markets discipline with engineering rigor. We're building both.
What sets Rise Capital apart is our team of operators, engineers, and traders, dedicated to building the next decade of investing, underpinned by a robust, AI-powered approach to digital asset exposure. AMADEUS ONE, our signature investment strategy, is a hybrid recommender system designed to ingest market data and produce risk-weighted, actionable allocation decisions across the digital asset class.
Financial Services
Finance
49th State Angel Fund is an Alaska-based investment fund dedicated to fostering entrepreneurship and innovation across the state. We provide an evergreen source of capital to high-growth businesses, supporting economic development in Anchorage and beyond. Our mission is to strengthen Alaska’s risk capital ecosystem and assist early-stage and disadvantaged businesses. Founded in 2012 with initial funding from the United States Treasury under the State Small Business Credit Initiative (SSBCI), 49SAF leverages a dedicated Advisory Committee and a team with extensive experience in international investment and economic development.
We focus on matching investments between $10K and $400K, providing a crucial resource for startups seeking seed or angel funding.
49SAF’s commitment extends beyond capital deployment, actively participating in events and collaborating with the broader Alaskan entrepreneurial community, as exemplified by our ongoing support of the Alaska Entrepreneurship Week.
We are proud to be a key driver of Alaska’s economic growth, contributing to a more diverse and resilient economy.
We focus on matching investments between $10K and $400K, providing a crucial resource for startups seeking seed or angel funding.
49SAF’s commitment extends beyond capital deployment, actively participating in events and collaborating with the broader Alaskan entrepreneurial community, as exemplified by our ongoing support of the Alaska Entrepreneurship Week.
We are proud to be a key driver of Alaska’s economic growth, contributing to a more diverse and resilient economy.
Financial Services
Finance
Company Name | Location | Category | Employees | Website |
|---|---|---|---|---|
Newark, United States (US) | Finance and Banking Finance and Banking | 2-10 | 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 | https://www.belskymortgage.com | |
St Petersburg, United States (US) | Finance and Banking Finance and Banking | 2-10 | https://dayhustle.com | |
Plano, United States (US) | Finance and Banking Finance and Banking | 2-10 | http://www.bitcoinreport.com | |
St Petersburg, United States (US) | Finance and Banking Finance and Banking | 2-10 | http://www.affn.org | |
Orlando, United States (US) | Finance and Banking Finance and Banking | 2-10 | https://shoprapp.com | |
Orlando, United States (US) | Finance and Banking Finance and Banking | 2-10 | https://flcuren.org/index.html | |
St Petersburg, United States (US) | Finance and Banking Finance and Banking | 2-10 | https://finance.pmpt.io | |
Durham, United States (US) | Finance and Banking Finance and Banking | 2-10 | http://verify4.com | |
St Petersburg, United States (US) | Finance and Banking Finance and Banking | 2-10 | https://www.entrepreneursdesign.com/business-funding/ | |
Irvine, United States (US) | Finance and Banking Finance and Banking | 2-10 | https://digiulioOC.com | |
Durham, United States (US) | Finance and Banking Finance and Banking | 2-10 | https://planwithcardinal.com | |
Charlotte, United States (US) | Finance and Banking Finance and Banking | 2-10 | http://www.ncsaudit.com | |
Irvine, United States (US) | Finance and Banking Finance and Banking | 2-10 | https://www.ebsc-llc.com/ | |
Newark, United States (US) | Finance and Banking Finance and Banking | 2-10 | http://www.staceysfundingllc.com | |
Fort Wayne, United States (US) | Finance and Banking Finance and Banking | 2-10 | http://www.club720.org | |
Newark, United States (US) | Finance and Banking Finance and Banking | 2-10 | http://www.curasset.com | |
Plano, United States (US) | Finance and Banking Finance and Banking | 2-10 | https://www.lifestyleplan.com | |
Durham, United States (US) | Finance and Banking Finance and Banking | 2-10 | https://www.garyelefante.com/ | |
St Petersburg, United States (US) | Finance and Banking Finance and Banking | 2-10 | http://www.synergybusinessincubator.com | |
Durham, United States (US) | Finance and Banking Finance and Banking | 2-10 | http://www.blackwellmortgagenc.com | |
Durham, United States (US) | Finance and Banking Finance and Banking | 2-10 | http://www.walletfi.com | |
Jersey City, United States (US) | Finance and Banking Finance and Banking | 2-10 | http://www.syphercapital.com | |
St. Petersburg, United States (US) | Finance and Banking Finance and Banking | 2-10 | http://www.advisorservices-exchange.com | |
Plano, United States (US) | Finance and Banking Finance and Banking | 2-10 | http://www.mosaicfinancialadvisers.com | |
St Petersburg, United States (US) | Finance and Banking Finance and Banking | 2-10 | http://aimwellfinancial.com | |
Durham, United States (US) | Finance and Banking Finance and Banking | 2-10 | http://www.clearpathasset.com | |
Fort Wayne, United States (US) | Finance and Banking Finance and Banking | 2-10 | http://www.thepalladiumgrp.com | |
Toledo, United States (US) | Finance and Banking Finance and Banking | 2-10 | https://whetroadvisors.com | |
Fort Wayne, United States (US) | Finance and Banking Finance and Banking | 2-10 | https://mammothtechnology.com/ | |
Fort Wayne, United States (US) | Finance and Banking Finance and Banking | 2-10 | http://www.unlockedcrm.ai/ | |
Irvine, United States (US) | Finance and Banking Finance and Banking | 2-10 | https://loanriskadvisors.com/ | |
Greensboro, United States (US) | Finance and Banking Finance and Banking | 2-10 | https://www.moneytalkwitht.com | |
St Petersburg, FL, United States (US) | Finance and Banking Finance and Banking | 2-10 | https://www.sccapitalllc.com | |
Anchorage, United States (US) | Finance and Banking Finance and Banking | 2-10 | https://digital.arbor.capital/ | |
Seattle, United States (US) | Finance and Banking Finance and Banking | 2-10 | https://www.oneoakwm.com/ | |
Irvine, United States (US) | Finance and Banking Finance and Banking | 2-10 | http://www.sagemintwealth.com | |
Irvine, United States (US) | Finance and Banking Finance and Banking | 2-10 | http://www.excellent-capital.com | |
Jersey City, United States (US) | Finance and Banking Finance and Banking | 2-10 | https://crescentharborprivatewealth.com/ | |
St Petersburg, United States (US) | Finance and Banking Finance and Banking | 2-10 | https://www.centschat.com | |
Boca Raton - Irvine - Seattle, United States (US) | Finance and Banking Finance and Banking | 2-10 | http://www.cloudcapital.us | |
Greensboro, United States (US) | Finance and Banking Finance and Banking | 2-10 | http://lighthousefinancial.net | |
Irvine, United States (US) | Finance and Banking Finance and Banking | 2-10 | http://www.kppfinancial.com | |
Irvine, United States (US) | Finance and Banking Finance and Banking | 2-10 | https://www.dalphiapartners.com/ | |
Irvine, United States (US) | Finance and Banking Finance and Banking | 2-10 | http://www.johnstokesfinancial.com | |
Irvine, United States (US) | Finance and Banking Finance and Banking | 2-10 | http://www.gt-gp.com | |
Orlando, United States (US) | Finance and Banking Finance and Banking | 2-10 | http://www.Bearcreekcap.com | |
Lincoln, United States (US) | Finance and Banking Finance and Banking | 2-10 | http://www.midfin.com | |
Irvine, United States (US) | Finance and Banking Finance and Banking | 2-10 | https://www.risecapitalfund.com/ | |
Anchorage, United States (US) | Finance and Banking Finance and Banking | 2-10 | https://www.49saf.com/ |
1650/2,776 results
Frequently asked questions
Updated 23 October 2026
What is Enterprise League?
Enterprise League is a free business directory that helps buyers find the right company by sector and country. Every company has a profile showing what it does, what it offers and how to get in touch.
Is it free to list my company?
Yes, and it stays free: no card, no paid tier. Your profile appears in search results and category pages, can show up to 20 products and services, and lets buyers message you or ask for a quote.
How does verification work, and what does it cost?
Verifying your company is free. Confirm a code we email to an address at your company’s website, or send a company registration document for our team to check, and the verified badge appears on your profile. To show the badge in the directory and search results as well, take out a subscription: the first 14 days are free, and the price is on our pricing page.
Where does the company information come from?
Most profiles are built from public sources, such as official company registers. Claim your company’s profile to correct its details and add your own.
How do I claim or correct my company’s profile?
Open your company’s profile and choose Claim Profile. If you use an email address at your company’s website, a 6-digit code makes the profile yours at once; otherwise our team reviews your request, usually within a few days. Spotted a mistake on a company that isn’t yours? Tell us through our contact page.