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.
2,776 companies
united states (us) top country
Location
Category
Finance
List of Finance companies in All locations
2776 companies
Sort by
Dynasty Wealth Partners is a Toledo, Ohio-based financial advisory firm specializing in wealth management, retirement planning, and tax optimization for physicians and surgeons.
We understand the unique financial challenges faced by medical professionals – from managing student loan debt to planning for a secure retirement after years of dedicated service. Our mission is to empower you to achieve lasting prosperity and peace of mind, allowing you to focus on your patients and your passions.
What sets Dynasty Wealth Partners apart is our deep expertise in tax-efficient strategies and personalized planning, combined with a commitment to building long-term relationships based on trust and transparency. We’ve been recognized as top Financial Security Professionals by Forbes Magazine and SHOOK Research, reflecting our dedication to delivering exceptional results.
We offer a comprehensive suite of services, including student loan optimization, investment strategies, and estate planning, all tailored to your individual needs and goals. Let the Dynasty Team help you secure your financial future.
We understand the unique financial challenges faced by medical professionals – from managing student loan debt to planning for a secure retirement after years of dedicated service. Our mission is to empower you to achieve lasting prosperity and peace of mind, allowing you to focus on your patients and your passions.
What sets Dynasty Wealth Partners apart is our deep expertise in tax-efficient strategies and personalized planning, combined with a commitment to building long-term relationships based on trust and transparency. We’ve been recognized as top Financial Security Professionals by Forbes Magazine and SHOOK Research, reflecting our dedication to delivering exceptional results.
We offer a comprehensive suite of services, including student loan optimization, investment strategies, and estate planning, all tailored to your individual needs and goals. Let the Dynasty Team help you secure your financial future.
Financial Services
Finance
DentaPro Billing is a US-based provider of affordable and efficient billing solutions specifically designed for dental practices.
We specialize in streamlining the entire billing process, from initial claim submission to final payment posting, ensuring accuracy and maximizing revenue for our clients. Our services include comprehensive **dental billing**, **insurance verification**, and meticulous **insurance payments posting and adjustments**.
DentaPro Billing helps dental practices of all sizes – from solo practitioners to larger groups – reduce administrative overhead and focus on patient care. We are HIPAA Compliance Verified, providing peace of mind and safeguarding sensitive patient data.
We offer a cost-effective alternative to traditional billing services, empowering dental professionals to operate more efficiently and profitably. We are committed to delivering exceptional service and building long-term partnerships with our clients.
We specialize in streamlining the entire billing process, from initial claim submission to final payment posting, ensuring accuracy and maximizing revenue for our clients. Our services include comprehensive **dental billing**, **insurance verification**, and meticulous **insurance payments posting and adjustments**.
DentaPro Billing helps dental practices of all sizes – from solo practitioners to larger groups – reduce administrative overhead and focus on patient care. We are HIPAA Compliance Verified, providing peace of mind and safeguarding sensitive patient data.
We offer a cost-effective alternative to traditional billing services, empowering dental professionals to operate more efficiently and profitably. We are committed to delivering exceptional service and building long-term partnerships with our clients.
Financial Services
Finance
Rise Financial Partners is a St Petersburg, Florida-based independent registered investment advisor dedicated to providing unbiased, fiduciary financial planning and investment management services.
We specialize in serving business owners and philanthropic-focused individuals, helping them align their investments with their values and achieve their long-term financial goals.
At Rise, we offer a collaborative approach, combining objective financial analysis with personalized service, and a commitment to stewardship. Our team provides a range of investment solutions, including traditional portfolios and Biblically Responsible Investment (BRI) options, alongside comprehensive business consulting services such as business planning and family business transition planning.
Founded in 2019, Rise Financial Partners is committed to empowering clients to live boldly and generously through exceptional wealth management. We operate with excellence, partnership, and a focus on service, building lasting relationships based on trust and integrity.
We specialize in serving business owners and philanthropic-focused individuals, helping them align their investments with their values and achieve their long-term financial goals.
At Rise, we offer a collaborative approach, combining objective financial analysis with personalized service, and a commitment to stewardship. Our team provides a range of investment solutions, including traditional portfolios and Biblically Responsible Investment (BRI) options, alongside comprehensive business consulting services such as business planning and family business transition planning.
Founded in 2019, Rise Financial Partners is committed to empowering clients to live boldly and generously through exceptional wealth management. We operate with excellence, partnership, and a focus on service, building lasting relationships based on trust and integrity.
Financial Services
Finance
Aritek is a US-based financial technology company specializing in automated financial reporting and consolidation solutions for businesses.
We help companies across the financial services sector – including those needing to consolidate data from multiple accounting systems – streamline their financial processes. Our platform automates data collection, eliminates manual errors, and delivers real-time dashboards and customizable reports, saving valuable time and resources.
Aritek’s core offering is a powerful, cloud-based solution designed to improve accuracy and efficiency in financial reporting. We focus on providing a user-friendly experience and robust data integration capabilities, enabling businesses to make informed decisions with confidence. We are committed to helping our clients achieve greater financial transparency and control.
Founded in 2025, Aritek is rapidly growing and currently employs a team of 2-10 professionals. We are dedicated to innovation and customer satisfaction.
We help companies across the financial services sector – including those needing to consolidate data from multiple accounting systems – streamline their financial processes. Our platform automates data collection, eliminates manual errors, and delivers real-time dashboards and customizable reports, saving valuable time and resources.
Aritek’s core offering is a powerful, cloud-based solution designed to improve accuracy and efficiency in financial reporting. We focus on providing a user-friendly experience and robust data integration capabilities, enabling businesses to make informed decisions with confidence. We are committed to helping our clients achieve greater financial transparency and control.
Founded in 2025, Aritek is rapidly growing and currently employs a team of 2-10 professionals. We are dedicated to innovation and customer satisfaction.
Financial Services
Finance
Hyper Local Impact is a Fort Wayne, Indiana-based strategic consulting firm specializing in impact investing. We partner with individual investors, nonprofits, and for-profit organizations to develop comprehensive, actionable strategies for deploying capital locally and driving measurable social and environmental impact.
Our approach focuses on connecting resources with pressing community needs, helping clients build robust impact investment portfolios and maximize their philanthropic or investment returns. We assist in identifying promising local ventures, conducting due diligence, and structuring investment deals that align with client goals.
Hyper Local Impact is uniquely positioned to facilitate impactful investment within the Midwest, combining strategic advisory services with the planned launch of an impact investing fund within the next two years. We’re dedicated to fostering a thriving ecosystem of impact capital in Fort Wayne and beyond.
Our approach focuses on connecting resources with pressing community needs, helping clients build robust impact investment portfolios and maximize their philanthropic or investment returns. We assist in identifying promising local ventures, conducting due diligence, and structuring investment deals that align with client goals.
Hyper Local Impact is uniquely positioned to facilitate impactful investment within the Midwest, combining strategic advisory services with the planned launch of an impact investing fund within the next two years. We’re dedicated to fostering a thriving ecosystem of impact capital in Fort Wayne and beyond.
Financial Services
Finance
NBC Trust Company is a Lincoln, Nebraska-based independent trust company providing comprehensive wealth management solutions to high-net-worth individuals and families.
We specialize in serving the unique needs of family offices and offering personalized trust administration, investment management, and estate planning services.
At NBC Trust Company, we prioritize building long-term relationships based on trust and transparency. Our experienced team focuses on preserving and growing assets while ensuring compliance and peace of mind for our clients.
Established in 2015 as a subsidiary of NBC Bancshares, LLC, we’ve grown to serve a diverse client base with a commitment to exceptional service and fiduciary responsibility. We are a state-chartered trust company dedicated to safeguarding your legacy.
We offer a full suite of services including asset protection, retirement planning, and succession planning, all within a secure and regulated environment.
We specialize in serving the unique needs of family offices and offering personalized trust administration, investment management, and estate planning services.
At NBC Trust Company, we prioritize building long-term relationships based on trust and transparency. Our experienced team focuses on preserving and growing assets while ensuring compliance and peace of mind for our clients.
Established in 2015 as a subsidiary of NBC Bancshares, LLC, we’ve grown to serve a diverse client base with a commitment to exceptional service and fiduciary responsibility. We are a state-chartered trust company dedicated to safeguarding your legacy.
We offer a full suite of services including asset protection, retirement planning, and succession planning, all within a secure and regulated environment.
Financial Services
Finance
Knepp Financial Group is a financial advisory firm based in Fishers, Indiana, dedicated to providing comprehensive wealth management solutions for individuals, families, and businesses.
We specialize in helping our clients achieve their financial goals through strategic retirement planning, tax optimization, and wealth preservation strategies. Our experienced team focuses on building long-term relationships based on trust and personalized service.
Knepp Financial Group offers a holistic approach to financial planning, combining expert advice with a commitment to safeguarding your financial future. We assist clients in navigating complex financial decisions, ensuring they maintain control and security throughout their lives. We are a trusted partner for those seeking clarity and confidence in their financial journey.
Founded in 2005, Knepp Financial Group has grown to serve clients across Indiana, with a strong presence in Fishers and Fort Wayne. We are committed to delivering exceptional service and helping our clients define and achieve their personal success.
We specialize in helping our clients achieve their financial goals through strategic retirement planning, tax optimization, and wealth preservation strategies. Our experienced team focuses on building long-term relationships based on trust and personalized service.
Knepp Financial Group offers a holistic approach to financial planning, combining expert advice with a commitment to safeguarding your financial future. We assist clients in navigating complex financial decisions, ensuring they maintain control and security throughout their lives. We are a trusted partner for those seeking clarity and confidence in their financial journey.
Founded in 2005, Knepp Financial Group has grown to serve clients across Indiana, with a strong presence in Fishers and Fort Wayne. We are committed to delivering exceptional service and helping our clients define and achieve their personal success.
Financial Services
Finance
Valorous Advisors is an independent advisory firm based in Plano, Texas, dedicated to designing and managing smart, efficient retirement programs for companies and individuals and their families.
We specialize in architecting retirement and benefit plans that effectively address the needs of employees, serving as a trusted advocate for both employers and their workforce. Our team helps successful people better manage all aspects of their financial lives, providing comprehensive solutions for businesses, families, and individual advisors.
Founded in 2022 by Christopher Cervantes, a seasoned practice leader with over 25 years of experience, Valorous Advisors distinguishes itself through its independent approach, fiduciary commitment, and focus on building long-term relationships based on trust and integrity. We prioritize client service, relationship focus, and sound judgment to deliver exceptional outcomes.
We specialize in architecting retirement and benefit plans that effectively address the needs of employees, serving as a trusted advocate for both employers and their workforce. Our team helps successful people better manage all aspects of their financial lives, providing comprehensive solutions for businesses, families, and individual advisors.
Founded in 2022 by Christopher Cervantes, a seasoned practice leader with over 25 years of experience, Valorous Advisors distinguishes itself through its independent approach, fiduciary commitment, and focus on building long-term relationships based on trust and integrity. We prioritize client service, relationship focus, and sound judgment to deliver exceptional outcomes.
Financial Services
Finance
The Cobble Hill Group LLC is a leading M&A transaction advisory and acquisition search firm based in Durham, North Carolina.
We specialize in supporting middle market companies – those with annual revenues between $3 million and $40 million – and private equity groups through strategic growth initiatives. Our team leverages proprietary data analytics technology and deep industry expertise to identify and evaluate attractive add-on acquisition targets across the United States and Canada.
At The Cobble Hill Group, we provide comprehensive services including acquisition search, M&A transaction advisory, and business valuation. We help company owners maximize value and achieve their strategic goals, offering tailored solutions for selling, evaluating offers, and ensuring optimal fit and terms.
Founded in 2002, we’ve built a strong reputation for delivering insightful advice and exceptional service to our clients. We are committed to helping our clients navigate complex transactions and achieve lasting success.
We specialize in supporting middle market companies – those with annual revenues between $3 million and $40 million – and private equity groups through strategic growth initiatives. Our team leverages proprietary data analytics technology and deep industry expertise to identify and evaluate attractive add-on acquisition targets across the United States and Canada.
At The Cobble Hill Group, we provide comprehensive services including acquisition search, M&A transaction advisory, and business valuation. We help company owners maximize value and achieve their strategic goals, offering tailored solutions for selling, evaluating offers, and ensuring optimal fit and terms.
Founded in 2002, we’ve built a strong reputation for delivering insightful advice and exceptional service to our clients. We are committed to helping our clients navigate complex transactions and achieve lasting success.
Financial Services
Finance
Finfare is a US-based provider of Business Charge Card programs, simplifying corporate spend management for businesses.
We help companies streamline their financial operations and improve cash flow through automated expense tracking, reimbursement, and bill pay solutions. Our platform is designed to reduce administrative overhead and provide greater visibility into corporate spending.
Finfare’s Business Charge Card program offers significant benefits, including cash back rewards and robust spend management tools. We are focused on providing a seamless and efficient solution for businesses of all sizes, from startups to established enterprises.
With a team of experienced finance professionals, Finfare is committed to delivering exceptional service and innovative solutions to our clients.
We help companies streamline their financial operations and improve cash flow through automated expense tracking, reimbursement, and bill pay solutions. Our platform is designed to reduce administrative overhead and provide greater visibility into corporate spending.
Finfare’s Business Charge Card program offers significant benefits, including cash back rewards and robust spend management tools. We are focused on providing a seamless and efficient solution for businesses of all sizes, from startups to established enterprises.
With a team of experienced finance professionals, Finfare is committed to delivering exceptional service and innovative solutions to our clients.
Financial Services
Finance
Verano Fund is a private equity fund based in Orlando, Florida, specializing in acquiring, repositioning, and managing hotels and commercial real estate assets across the United States and Puerto Rico.
We provide accredited investors with a unique opportunity to invest in undervalued properties, transforming them into profitable assets and delivering exceptional returns. Our mission is to redefine hospitality investment by focusing on value-driven strategies and long-term growth.
Verano Fund’s experienced team leverages its expertise in acquisition, renovation, and management to enhance property value and generate consistent income streams for our investors. We offer a 0% annual management fee and share 80% of gains with investors, demonstrating our commitment to delivering competitive returns.
We provide accredited investors with a unique opportunity to invest in undervalued properties, transforming them into profitable assets and delivering exceptional returns. Our mission is to redefine hospitality investment by focusing on value-driven strategies and long-term growth.
Verano Fund’s experienced team leverages its expertise in acquisition, renovation, and management to enhance property value and generate consistent income streams for our investors. We offer a 0% annual management fee and share 80% of gains with investors, demonstrating our commitment to delivering competitive returns.
Financial Services
Finance
HUDSONPOINT capital is a Jersey City, New Jersey-based wealth management firm specializing in alternative investments.
We provide access to investment services usually reserved for large financial institutions, breaking down barriers to entry for retail investors. Our approach focuses on diversifying portfolios with strategies like pre-IPO investing, private equity, private credit, real estate, venture capital, hedge funds, and structured notes.
At HUDSONPOINT capital, we believe every investor deserves access to high-quality strategies and exclusive investment options. We prioritize transparency and collaboration, building solutions around your unique objectives and helping you take control of your financial future with investing strategies that align with your goals. We deploy strategic alternative investing tactics to help build generational legacies.
As a trusted wealth investment company, we focus on personalized service and long-term success, offering a curated selection of alternative investments designed to optimize growth and manage risk.
We provide access to investment services usually reserved for large financial institutions, breaking down barriers to entry for retail investors. Our approach focuses on diversifying portfolios with strategies like pre-IPO investing, private equity, private credit, real estate, venture capital, hedge funds, and structured notes.
At HUDSONPOINT capital, we believe every investor deserves access to high-quality strategies and exclusive investment options. We prioritize transparency and collaboration, building solutions around your unique objectives and helping you take control of your financial future with investing strategies that align with your goals. We deploy strategic alternative investing tactics to help build generational legacies.
As a trusted wealth investment company, we focus on personalized service and long-term success, offering a curated selection of alternative investments designed to optimize growth and manage risk.
Financial Services
Finance
Brick City Capital is a leading DSCR loan provider based in Newark, New Jersey, specializing in fast and flexible financing for real estate investors and brokers.
We provide tailored financing solutions, including Single-Family Residential, Single-Family Portfolios, Short-Term Rentals, Non-Warrantable Condos, and Class-A Bank Statements, designed to meet the unique needs of our partners.
Brick City Capital combines real estate expertise with capital markets access, offering a streamlined process with quick approvals, transparent terms, and a dedicated expert to guide you through every step. Our commitment to speed, clarity, and execution ensures successful closings, backed by $800M+ in loans closed and a 77% repeat client rate.
As a division of Leverage Companies, we’re dedicated to empowering investors and brokers to achieve their goals with confidence.
We provide tailored financing solutions, including Single-Family Residential, Single-Family Portfolios, Short-Term Rentals, Non-Warrantable Condos, and Class-A Bank Statements, designed to meet the unique needs of our partners.
Brick City Capital combines real estate expertise with capital markets access, offering a streamlined process with quick approvals, transparent terms, and a dedicated expert to guide you through every step. Our commitment to speed, clarity, and execution ensures successful closings, backed by $800M+ in loans closed and a 77% repeat client rate.
As a division of Leverage Companies, we’re dedicated to empowering investors and brokers to achieve their goals with confidence.
Financial Services
Finance
Bit Apple is a US-based NFT marketplace specializing in bridging real-world assets with the Web 3.0 ecosystem.
We empower individuals and businesses to easily issue and circulate NFTs backed by tangible assets – from real estate to collectibles – across all major blockchain networks. Our platform provides a secure and transparent way to unlock the full potential of your assets, creating new revenue streams and investment opportunities.
Bit Apple simplifies the complex process of tokenization, offering a user-friendly interface and robust protocols for managing your digital assets. We are building the future of asset ownership, connecting the physical and digital worlds through innovative NFT technology.
As the first real-world-assets-only NFT marketplace, Bit Apple is revolutionizing how assets are valued and traded, driving innovation in the fintech and digital assets space.
We empower individuals and businesses to easily issue and circulate NFTs backed by tangible assets – from real estate to collectibles – across all major blockchain networks. Our platform provides a secure and transparent way to unlock the full potential of your assets, creating new revenue streams and investment opportunities.
Bit Apple simplifies the complex process of tokenization, offering a user-friendly interface and robust protocols for managing your digital assets. We are building the future of asset ownership, connecting the physical and digital worlds through innovative NFT technology.
As the first real-world-assets-only NFT marketplace, Bit Apple is revolutionizing how assets are valued and traded, driving innovation in the fintech and digital assets space.
Financial Services
Finance
FUTR Payments is a Florida-based Banking as a Service Platform serving U.S. and Canadian markets. We modernize payment experiences and outcomes for consumers and the organizations that serve them. Our mission is to make consumers financially well by conveniently improving their probability of making bill and loan payments on time while helping them pay their loans off faster.
We offer a powerful platform integrated with multiple banks, processing partners, and other platforms, stacked with our software to create exceptional client experiences.
FUTR Payments provides solutions for both enterprises and consumers, including Auto Doors, Equity Builder, FinTechs, and Lenders, enabling them to accelerate cash collections, enhance portfolio visibility, and improve client experiences. The company is led by a strong board of directors with extensive experience in banking, technology, and capital markets.
Founded in 2018, FUTR Payments is committed to innovation and delivering value to its customers.
We offer a powerful platform integrated with multiple banks, processing partners, and other platforms, stacked with our software to create exceptional client experiences.
FUTR Payments provides solutions for both enterprises and consumers, including Auto Doors, Equity Builder, FinTechs, and Lenders, enabling them to accelerate cash collections, enhance portfolio visibility, and improve client experiences. The company is led by a strong board of directors with extensive experience in banking, technology, and capital markets.
Founded in 2018, FUTR Payments is committed to innovation and delivering value to its customers.
Financial Services
Finance
VSI Home Lending is a leading mortgage bank specializing in residential loan financing, proudly serving homeowners in Indiana, Michigan, and Florida.
We provide comprehensive mortgage solutions to consumers, simplifying the home buying process and helping individuals achieve their real estate goals. Our experienced team focuses on delivering personalized service and competitive rates, making us a trusted partner for borrowers across the nation.
At VSI Home Lending, we are committed to transparency and integrity, ensuring a smooth and efficient mortgage experience. We pride ourselves on our responsiveness and dedication to client satisfaction. We offer a wide range of mortgage products to suit diverse needs, from conventional loans to specialized financing options. Mortgage Lending, Residential Loans, Home Financing, Indiana, Michigan, Florida.
We provide comprehensive mortgage solutions to consumers, simplifying the home buying process and helping individuals achieve their real estate goals. Our experienced team focuses on delivering personalized service and competitive rates, making us a trusted partner for borrowers across the nation.
At VSI Home Lending, we are committed to transparency and integrity, ensuring a smooth and efficient mortgage experience. We pride ourselves on our responsiveness and dedication to client satisfaction. We offer a wide range of mortgage products to suit diverse needs, from conventional loans to specialized financing options. Mortgage Lending, Residential Loans, Home Financing, Indiana, Michigan, Florida.
Financial Services
Finance
Oxford Advisory Group is a leading retirement planning and wealth management firm based in Orlando, Florida. We specialize in providing comprehensive financial solutions for pre-retirees and retirees, helping them build secure and fulfilling retirement years.
Our team of experienced advisors focuses on understanding each client’s unique circumstances and goals, crafting personalized strategies for income planning, investment management, and estate preservation. We prioritize building long-term relationships based on trust and transparency.
What sets Oxford Advisory Group apart is our commitment to family-focused service and our deep understanding of the Florida market. We’re dedicated to guiding our clients through every stage of retirement, ensuring they achieve their financial aspirations and enjoy a comfortable future. We offer a range of services including retirement tax planning, social security optimization, and estate planning to help you make the most of your retirement savings.
Our team of experienced advisors focuses on understanding each client’s unique circumstances and goals, crafting personalized strategies for income planning, investment management, and estate preservation. We prioritize building long-term relationships based on trust and transparency.
What sets Oxford Advisory Group apart is our commitment to family-focused service and our deep understanding of the Florida market. We’re dedicated to guiding our clients through every stage of retirement, ensuring they achieve their financial aspirations and enjoy a comfortable future. We offer a range of services including retirement tax planning, social security optimization, and estate planning to help you make the most of your retirement savings.
Financial Services
Finance
uDirect IRA Services is a US-based financial services provider specializing in self-directed IRA solutions, located in Irvine, California.
We empower individuals, particularly real estate investors, to take control of their retirement savings and invest outside the traditional stock market. Our core service is facilitating the creation and management of self-directed IRAs, allowing investors to allocate assets to diverse options such as real estate, precious metals, cryptocurrencies, and private equity.
What sets uDirect IRA Services apart is our commitment to providing comprehensive support and education, guiding clients through the complexities of self-directed investing and ensuring compliance with all relevant regulations. We act as an independent administrator, executing investment decisions dictated by our clients, offering a secure and flexible path to retirement wealth building.
Founded in 2009, uDirect IRA Services has grown to serve a diverse clientele, offering a range of IRA account types including Traditional, Roth, SEP, SIMPLE, and Solo 401(k)s. We are dedicated to helping our clients achieve their financial goals through strategic self-directed retirement planning.
We empower individuals, particularly real estate investors, to take control of their retirement savings and invest outside the traditional stock market. Our core service is facilitating the creation and management of self-directed IRAs, allowing investors to allocate assets to diverse options such as real estate, precious metals, cryptocurrencies, and private equity.
What sets uDirect IRA Services apart is our commitment to providing comprehensive support and education, guiding clients through the complexities of self-directed investing and ensuring compliance with all relevant regulations. We act as an independent administrator, executing investment decisions dictated by our clients, offering a secure and flexible path to retirement wealth building.
Founded in 2009, uDirect IRA Services has grown to serve a diverse clientele, offering a range of IRA account types including Traditional, Roth, SEP, SIMPLE, and Solo 401(k)s. We are dedicated to helping our clients achieve their financial goals through strategic self-directed retirement planning.
Financial Services
Finance
LincOne Federal Credit Union is a community-focused financial cooperative based in Lincoln, Nebraska, dedicated to providing exceptional banking services to its members.
We serve the residents and businesses of Lancaster County, Nebraska, offering a wide range of financial products and services designed to help them achieve their financial goals. From auto loans and mortgages to checking and savings accounts, we’re committed to making banking easy and accessible.
What distinguishes LincOne is our commitment to member ownership and personalized service. As a not-for-profit credit union, we prioritize our members’ financial well-being, offering competitive rates and building long-term relationships. We’re proud to be a local institution, keeping money local and supporting our community.
Founded in 1955, LincOne has a rich history of serving the financial needs of Lincoln residents. With a team of dedicated professionals and five convenient branch locations, we’re here to help you every step of the way.
We serve the residents and businesses of Lancaster County, Nebraska, offering a wide range of financial products and services designed to help them achieve their financial goals. From auto loans and mortgages to checking and savings accounts, we’re committed to making banking easy and accessible.
What distinguishes LincOne is our commitment to member ownership and personalized service. As a not-for-profit credit union, we prioritize our members’ financial well-being, offering competitive rates and building long-term relationships. We’re proud to be a local institution, keeping money local and supporting our community.
Founded in 1955, LincOne has a rich history of serving the financial needs of Lincoln residents. With a team of dedicated professionals and five convenient branch locations, we’re here to help you every step of the way.
Financial Services
Finance
Traders Agency is a leading financial publishing company based in Orlando, Florida, dedicated to providing comprehensive stock market analysis and trade alerts. Since 2018, we’ve empowered tens of thousands of traders with our daily research, expert insights, and educational resources.
We cater to both novice and experienced investors, offering a structured learning path through our Academy and a vibrant community of over 50,000 traders.
Traders Agency distinguishes itself through its commitment to delivering actionable intelligence, combining expert research, real-time trade alerts, and a supportive network to help traders achieve their financial goals. Our YouTube channel, featuring Ross Givens, provides valuable educational content and market commentary.
We currently serve over 2,600 active members across our Discord community and boast 48.9K subscribers on our YouTube channel.
We cater to both novice and experienced investors, offering a structured learning path through our Academy and a vibrant community of over 50,000 traders.
Traders Agency distinguishes itself through its commitment to delivering actionable intelligence, combining expert research, real-time trade alerts, and a supportive network to help traders achieve their financial goals. Our YouTube channel, featuring Ross Givens, provides valuable educational content and market commentary.
We currently serve over 2,600 active members across our Discord community and boast 48.9K subscribers on our YouTube channel.
Financial Services
Finance
Property Tax Partners is a Houston-based property tax consulting firm specializing in maximizing savings for commercial and industrial properties across Texas and beyond.
We provide comprehensive services, including property tax assessment reviews, appeals and negotiations, compliance assistance, and strategic planning, helping clients navigate complex regulations and minimize their tax liabilities.
What sets Property Tax Partners apart is our deep industry expertise – with over 25 years of experience – and our client-first approach, delivering tailored solutions and demonstrable results. We’ve helped clients secure over $1 billion in property tax savings.
Our team of experienced professionals works closely with clients to understand their unique needs and develop proactive strategies to optimize their property tax position. We are committed to providing exceptional service and achieving the best possible outcomes for our clients.
We provide comprehensive services, including property tax assessment reviews, appeals and negotiations, compliance assistance, and strategic planning, helping clients navigate complex regulations and minimize their tax liabilities.
What sets Property Tax Partners apart is our deep industry expertise – with over 25 years of experience – and our client-first approach, delivering tailored solutions and demonstrable results. We’ve helped clients secure over $1 billion in property tax savings.
Our team of experienced professionals works closely with clients to understand their unique needs and develop proactive strategies to optimize their property tax position. We are committed to providing exceptional service and achieving the best possible outcomes for our clients.
Financial Services
Finance
GoldState Music is a West Palm Beach, Florida-based private investment firm specializing in the music sector.
We focus on acquiring and growing music rights – including master recordings, publishing rights, and royalties – as well as investing in music-oriented companies with strong growth potential. Our team leverages deep industry expertise to identify opportunities and drive strategic growth.
GoldState Music’s approach centers on active management and strategic partnerships, providing unparalleled access and support to our portfolio companies. We are dedicated to fostering innovation and success within the dynamic world of music investment.
Founded in 2022 by industry veteran Charles Goldstuck, GoldState Music has quickly established itself as a key player in the music investment landscape, facilitating significant growth and expansion for artists and music businesses alike.
We focus on acquiring and growing music rights – including master recordings, publishing rights, and royalties – as well as investing in music-oriented companies with strong growth potential. Our team leverages deep industry expertise to identify opportunities and drive strategic growth.
GoldState Music’s approach centers on active management and strategic partnerships, providing unparalleled access and support to our portfolio companies. We are dedicated to fostering innovation and success within the dynamic world of music investment.
Founded in 2022 by industry veteran Charles Goldstuck, GoldState Music has quickly established itself as a key player in the music investment landscape, facilitating significant growth and expansion for artists and music businesses alike.
Financial Services
Finance
Sharp Financial is a leading integrated financial management firm based in Horsham, Pennsylvania.
We partner with business owners, individuals, families, and family offices to achieve extraordinary outcomes through a holistic approach. Our team combines business strategy, accounting & tax, investment banking, wealth management, and family office services, delivering tailored solutions designed to unlock new possibilities and avoid missed opportunities.
For over 30 years, Sharp Financial has built a reputation for pioneering integrated financial management, fostering seamless collaboration, and prioritizing the long-term success of our clients. We’re committed to optimizing results for your future, with integrity in every interaction. Business Strategy, Accounting & Tax, Wealth Management, and Investment Banking are at the core of our service offerings.
We partner with business owners, individuals, families, and family offices to achieve extraordinary outcomes through a holistic approach. Our team combines business strategy, accounting & tax, investment banking, wealth management, and family office services, delivering tailored solutions designed to unlock new possibilities and avoid missed opportunities.
For over 30 years, Sharp Financial has built a reputation for pioneering integrated financial management, fostering seamless collaboration, and prioritizing the long-term success of our clients. We’re committed to optimizing results for your future, with integrity in every interaction. Business Strategy, Accounting & Tax, Wealth Management, and Investment Banking are at the core of our service offerings.
Financial Services
Finance
Belay Global Partners is a leading SPAC platform company based in Irvine, California, specializing in facilitating efficient and disciplined transitions for companies seeking a public listing.
We provide a smarter alternative to traditional IPOs by leveraging a SPAC model, offering select companies enhanced liquidity, capital access, and credibility.
Belay Global combines expert advisory services with committed capital and hands-on support, guiding companies through every stage – from initial structure and valuation to post-transaction liquidity building in the secondary markets. Our focus is on helping visionary founders unlock growth and become industry leaders.
Founded in 2020, Belay Global Partners currently employs 13 professionals and operates through McKinley Acquisition Company, actively seeking innovative companies for strategic partnerships.
We provide a smarter alternative to traditional IPOs by leveraging a SPAC model, offering select companies enhanced liquidity, capital access, and credibility.
Belay Global combines expert advisory services with committed capital and hands-on support, guiding companies through every stage – from initial structure and valuation to post-transaction liquidity building in the secondary markets. Our focus is on helping visionary founders unlock growth and become industry leaders.
Founded in 2020, Belay Global Partners currently employs 13 professionals and operates through McKinley Acquisition Company, actively seeking innovative companies for strategic partnerships.
Financial Services
Finance
CB Prime is a London-based prime brokerage platform for institutions and crypto private wealth.
We provide a fully integrated solution encompassing custody, trading, financing, and staking of digital assets, combining institutional-grade services with robust infrastructure.
CB Prime differentiates itself through its unified operating system, offering a single platform for execution, financing, custody, and risk management, designed to reduce fragmentation and unlock capital for institutional investors. We are a qualified custodian, maintaining SOC 1 & 2 audits and operating under MiCA regulation, providing a secure and compliant environment for digital asset management.
CB Prime supports a wide range of assets and trading strategies, including spot and derivatives, with access to global liquidity and advanced order types. We’ve been operating for 13 years and manage 12% of the global crypto market cap under custody, supporting over 275 tradeable assets and 24/7 derivatives trading across 15 US perpetual-style futures.
We provide a fully integrated solution encompassing custody, trading, financing, and staking of digital assets, combining institutional-grade services with robust infrastructure.
CB Prime differentiates itself through its unified operating system, offering a single platform for execution, financing, custody, and risk management, designed to reduce fragmentation and unlock capital for institutional investors. We are a qualified custodian, maintaining SOC 1 & 2 audits and operating under MiCA regulation, providing a secure and compliant environment for digital asset management.
CB Prime supports a wide range of assets and trading strategies, including spot and derivatives, with access to global liquidity and advanced order types. We’ve been operating for 13 years and manage 12% of the global crypto market cap under custody, supporting over 275 tradeable assets and 24/7 derivatives trading across 15 US perpetual-style futures.
Financial Services
Finance
4 Hour Funding is a leading equipment financing company based in Plano, Texas, providing rapid financing solutions to businesses and brokers.
We specialize in delivering fast and flexible equipment financing, enabling businesses to acquire essential equipment quickly and efficiently. Our direct-lending capabilities and technology allow us to approve credit and equipment financing in as little as one day, addressing a critical need for businesses requiring immediate access to capital.
Unlike traditional financing methods, 4 Hour Funding offers a streamlined application process, vendor payments prior to delivery, and a commitment to exceptional customer service – all designed to accelerate the equipment acquisition process. We’re dedicated to empowering businesses and brokers with the tools they need to thrive.
We specialize in delivering fast and flexible equipment financing, enabling businesses to acquire essential equipment quickly and efficiently. Our direct-lending capabilities and technology allow us to approve credit and equipment financing in as little as one day, addressing a critical need for businesses requiring immediate access to capital.
Unlike traditional financing methods, 4 Hour Funding offers a streamlined application process, vendor payments prior to delivery, and a commitment to exceptional customer service – all designed to accelerate the equipment acquisition process. We’re dedicated to empowering businesses and brokers with the tools they need to thrive.
Financial Services
Finance
Hudson Edge Investment Partners is an independent registered Investment Advisor based in Jersey City, New Jersey, with a history of providing value creation for clients since 1983.
We specialize in US Value equities, Fixed Income, and International equities, offering a comprehensive suite of investment solutions.
As a 100% employee-owned firm, Hudson Edge combines decades of experience – with an average of 20 years of investment experience per portfolio manager – and a research-driven approach to identify undervalued securities and deliver long-term performance.
Our commitment to enduring client partnerships and a focus on analytical, idea-driven investment strategies sets us apart. We manage over $2.5 billion for more than 200 clients worldwide.
We specialize in US Value equities, Fixed Income, and International equities, offering a comprehensive suite of investment solutions.
As a 100% employee-owned firm, Hudson Edge combines decades of experience – with an average of 20 years of investment experience per portfolio manager – and a research-driven approach to identify undervalued securities and deliver long-term performance.
Our commitment to enduring client partnerships and a focus on analytical, idea-driven investment strategies sets us apart. We manage over $2.5 billion for more than 200 clients worldwide.
Financial Services
Finance
Pro Business Plans is a Lincoln, Nebraska-based business plan consulting firm specializing in strategic advisory and capital raising support for startups, scale-ups, and established businesses.
We partner with companies across 60+ industries, including financial services, technology, and marketing, providing comprehensive solutions from initial concept development to investor-ready pitch decks and financial modeling.
Our team, led by Aaron Hill, leverages decades of experience in investment banking and venture capital to deliver tailored strategies and expert guidance. We’re committed to helping our clients secure funding and achieve sustainable growth, backed by reliable market research and a focus on tangible results.
Pro Business Plans has been voted #1 on G2 since 2021 and has assisted over 1,000 clients, including those at Outstanding Quality, Tangible Results, and Trusted By Top Brands.
We partner with companies across 60+ industries, including financial services, technology, and marketing, providing comprehensive solutions from initial concept development to investor-ready pitch decks and financial modeling.
Our team, led by Aaron Hill, leverages decades of experience in investment banking and venture capital to deliver tailored strategies and expert guidance. We’re committed to helping our clients secure funding and achieve sustainable growth, backed by reliable market research and a focus on tangible results.
Pro Business Plans has been voted #1 on G2 since 2021 and has assisted over 1,000 clients, including those at Outstanding Quality, Tangible Results, and Trusted By Top Brands.
Financial Services
Finance
Quality Back Office is a Naperville, Illinois-based accounting and bookkeeping firm specializing in outsourced back office services for businesses of all sizes.
We understand that managing the complexities of bookkeeping, taxes, payroll, and accounts payable can divert your attention from growing your core business.
Quality Back Office provides a comprehensive suite of services, including accounting and bookkeeping, tax preparation, accounts payable and receivable, and virtual CFO support, all delivered with a focus on efficiency and cost-effectiveness. We streamline your back-office operations, allowing you to concentrate on strategic initiatives and achieving your business goals.
Our team of experienced professionals leverages cloud-based technology to ensure accuracy, transparency, and timely delivery of critical financial information. We are committed to providing personalized service and building long-term partnerships based on trust and reliability.
As a 100% US-based company, we offer flexible solutions tailored to your specific needs, from small startups to large enterprises. Let Quality Back Office handle the back office, so you can focus on what you do best.
We understand that managing the complexities of bookkeeping, taxes, payroll, and accounts payable can divert your attention from growing your core business.
Quality Back Office provides a comprehensive suite of services, including accounting and bookkeeping, tax preparation, accounts payable and receivable, and virtual CFO support, all delivered with a focus on efficiency and cost-effectiveness. We streamline your back-office operations, allowing you to concentrate on strategic initiatives and achieving your business goals.
Our team of experienced professionals leverages cloud-based technology to ensure accuracy, transparency, and timely delivery of critical financial information. We are committed to providing personalized service and building long-term partnerships based on trust and reliability.
As a 100% US-based company, we offer flexible solutions tailored to your specific needs, from small startups to large enterprises. Let Quality Back Office handle the back office, so you can focus on what you do best.
Financial Services
Finance
Thunderbird LLC is a leading strategic leadership firm based in Oak Brook, Illinois, dedicated to elevating American manufacturing companies.
We specialize in providing comprehensive growth strategies and hands-on management to our portfolio companies, transforming them into thriving global businesses. Our approach centers around the Active Management Process (AMP), ensuring continuous improvement and sustained revenue growth.
Unlike traditional private equity firms, Thunderbird invests its own capital and actively manages our companies on a daily basis, fostering a family-like environment and a commitment to long-term success. We empower employees, drive company growth, and ultimately, deliver exceptional results for our customers. Strategic leadership and long-term business growth are at the heart of everything we do.
We specialize in providing comprehensive growth strategies and hands-on management to our portfolio companies, transforming them into thriving global businesses. Our approach centers around the Active Management Process (AMP), ensuring continuous improvement and sustained revenue growth.
Unlike traditional private equity firms, Thunderbird invests its own capital and actively manages our companies on a daily basis, fostering a family-like environment and a commitment to long-term success. We empower employees, drive company growth, and ultimately, deliver exceptional results for our customers. Strategic leadership and long-term business growth are at the heart of everything we do.
Financial Services
Finance
LoanWell is a Durham, North Carolina-based technology platform empowering Community Lenders – including CDFIs, Credit Unions, and Community Banks – to streamline their lending operations.
We provide an end-to-end solution, from initial intake and origination through underwriting, closing, servicing, and comprehensive reporting. LoanWell’s customizable workflow and team management tools enable lenders to efficiently manage their entire loan portfolio.
What sets LoanWell apart is our commitment to equitable access to affordable capital, combined with a modern, flexible platform built on secure technology and SOC-2 Type 2 compliance. We’re dedicated to helping community lenders deploy more capital, more efficiently, and with greater ease.
Our integrated system includes features like automated messaging, KYC & identity verification, secure document storage, and customizable workflows, all within a white-label design.
We provide an end-to-end solution, from initial intake and origination through underwriting, closing, servicing, and comprehensive reporting. LoanWell’s customizable workflow and team management tools enable lenders to efficiently manage their entire loan portfolio.
What sets LoanWell apart is our commitment to equitable access to affordable capital, combined with a modern, flexible platform built on secure technology and SOC-2 Type 2 compliance. We’re dedicated to helping community lenders deploy more capital, more efficiently, and with greater ease.
Our integrated system includes features like automated messaging, KYC & identity verification, secure document storage, and customizable workflows, all within a white-label design.
Financial Services
Finance
American Lending Center is a California-regulated lender providing SBA, SSBCI, PACE, and EB-5 financing nationwide. With $3.1B AUM and supporting 145,000+ jobs created, we empower small businesses and entrepreneurs across the U.S.
We specialize in flexible financing solutions, including SBA 7(a) loans, SSBCI programs, and EB-5 investment services. Our mission is to fuel growth, create jobs, and strengthen communities by expanding access to capital for underserved businesses.
American Lending Center has a proven track record of success, actively participating in programs like the State Small Business Credit Initiative (SSBCI) and supporting over 50 states. We are committed to fostering economic development and helping businesses thrive.
As a leading regional center, we’ve been recognized for our excellence and commitment to the EB-5 industry, consistently delivering impactful results for our investors and partners.
We specialize in flexible financing solutions, including SBA 7(a) loans, SSBCI programs, and EB-5 investment services. Our mission is to fuel growth, create jobs, and strengthen communities by expanding access to capital for underserved businesses.
American Lending Center has a proven track record of success, actively participating in programs like the State Small Business Credit Initiative (SSBCI) and supporting over 50 states. We are committed to fostering economic development and helping businesses thrive.
As a leading regional center, we’ve been recognized for our excellence and commitment to the EB-5 industry, consistently delivering impactful results for our investors and partners.
Financial Services
Finance
AIDEA is an Anchorage, Alaska-based government agency dedicated to fostering economic growth and diversification across the state.
As the Alaska Industrial Development and Export Authority, we provide vital financing and investment solutions to Alaskan businesses and projects. We support a wide range of initiatives, from resource development and infrastructure projects to renewable energy ventures and export opportunities.
AIDEA’s services are crucial for Alaskan companies seeking capital and expertise to expand their operations and contribute to the state’s economic prosperity. We work with businesses of all sizes, facilitating growth and creating jobs throughout Alaska. Our focus is on driving sustainable development and strengthening Alaska’s position in the global marketplace.
As the Alaska Industrial Development and Export Authority, we provide vital financing and investment solutions to Alaskan businesses and projects. We support a wide range of initiatives, from resource development and infrastructure projects to renewable energy ventures and export opportunities.
AIDEA’s services are crucial for Alaskan companies seeking capital and expertise to expand their operations and contribute to the state’s economic prosperity. We work with businesses of all sizes, facilitating growth and creating jobs throughout Alaska. Our focus is on driving sustainable development and strengthening Alaska’s position in the global marketplace.
Financial Services
Finance
Withum Wealth Management is a leading independent registered investment advisor (RIA) providing unbiased wealth management advice to clients primarily residing in the tristate area of Pennsylvania, Boston, and Florida.
We serve a diverse group of private clients, including pharmaceutical, medical, legal, and accounting professionals, as well as entrepreneurs, business executives, retirees, and individuals navigating significant life events. Our goal is to deliver a tax-sensitive, cost-effective portfolio that aligns perfectly with your unique objectives and circumstances.
What sets Withum apart is our integrated approach, combining financial planning, investment management, and tax strategies to ensure your wealth is protected, enhanced, and strategically grown. We prioritize your lifestyle and work closely with you to adapt your plan as your needs evolve. We are committed to providing comprehensive wealth counsel and integrated solutions.
Withum Wealth Management is a trusted partner dedicated to helping you achieve your financial goals and navigate the complexities of the financial landscape.
We serve a diverse group of private clients, including pharmaceutical, medical, legal, and accounting professionals, as well as entrepreneurs, business executives, retirees, and individuals navigating significant life events. Our goal is to deliver a tax-sensitive, cost-effective portfolio that aligns perfectly with your unique objectives and circumstances.
What sets Withum apart is our integrated approach, combining financial planning, investment management, and tax strategies to ensure your wealth is protected, enhanced, and strategically grown. We prioritize your lifestyle and work closely with you to adapt your plan as your needs evolve. We are committed to providing comprehensive wealth counsel and integrated solutions.
Withum Wealth Management is a trusted partner dedicated to helping you achieve your financial goals and navigate the complexities of the financial landscape.
Financial Services
Finance
GoDocs is a Los Alamitos, California-based software company specializing in commercial loan document automation for the financial services industry.
We provide a next-generation SaaS platform – including CommercialDocs®, C&IDocs™, ModDocs®, SBA LoanDocs™, and LegalNet™ – that streamlines the commercial loan closing process for banks, credit unions, private lenders, and insurance lenders.
GoDocs differentiates itself through its 100% onshore support, industry-leading NPS customer satisfaction score, and a flexible, easy-to-use system requiring no training. Founded in 1997, GoDocs has become a trusted partner for lenders of all sizes, helping them to close loans faster, improve compliance, and scale their operations.
We provide a next-generation SaaS platform – including CommercialDocs®, C&IDocs™, ModDocs®, SBA LoanDocs™, and LegalNet™ – that streamlines the commercial loan closing process for banks, credit unions, private lenders, and insurance lenders.
GoDocs differentiates itself through its 100% onshore support, industry-leading NPS customer satisfaction score, and a flexible, easy-to-use system requiring no training. Founded in 1997, GoDocs has become a trusted partner for lenders of all sizes, helping them to close loans faster, improve compliance, and scale their operations.
Financial Services
Finance
1Konto is a US-based provider of institutional cross-border payments and settlement solutions, leveraging the 1KPrime platform.
We streamline global payments for institutions and businesses, offering real-time cross-border settlement powered by stablecoins. Our services facilitate faster payments and reduced costs across a wide range of currencies, including USD, EUR, GBP, USDC, and USDT.
1Konto’s commitment to capital efficiency and institutional-grade liquidity makes us a trusted partner for organizations seeking seamless and secure international transactions. We are focused on revolutionizing the digital and FX markets with innovative technology and a commitment to best price and deep liquidity.
We streamline global payments for institutions and businesses, offering real-time cross-border settlement powered by stablecoins. Our services facilitate faster payments and reduced costs across a wide range of currencies, including USD, EUR, GBP, USDC, and USDT.
1Konto’s commitment to capital efficiency and institutional-grade liquidity makes us a trusted partner for organizations seeking seamless and secure international transactions. We are focused on revolutionizing the digital and FX markets with innovative technology and a commitment to best price and deep liquidity.
Financial Services
Finance
Global Value Add Inc is a leading provider of specialized tax solutions for international clients, operating from our headquarters in Plano, Texas.
We focus on delivering comprehensive tax preparation, planning, and advisory services to individuals and businesses with global operations, particularly those residing in the United States, India, and the United Kingdom. Our team combines expertise in US, UK, and Indian tax laws with advanced technology to ensure accuracy and compliance.
At Global Value Add Inc., we pride ourselves on our commitment to integrity, legal compliance, and delivering exceptional service. We specialize in supporting expats with complex tax situations, including H1B visa holders and those navigating international tax regulations. We are dedicated to building long-term relationships based on trust and delivering the highest quality returns through meticulous research, strategic planning, and expert application of tax codes.
We focus on delivering comprehensive tax preparation, planning, and advisory services to individuals and businesses with global operations, particularly those residing in the United States, India, and the United Kingdom. Our team combines expertise in US, UK, and Indian tax laws with advanced technology to ensure accuracy and compliance.
At Global Value Add Inc., we pride ourselves on our commitment to integrity, legal compliance, and delivering exceptional service. We specialize in supporting expats with complex tax situations, including H1B visa holders and those navigating international tax regulations. We are dedicated to building long-term relationships based on trust and delivering the highest quality returns through meticulous research, strategic planning, and expert application of tax codes.
Financial Services
Finance
Cash Clarity is a New Jersey-based financial education platform dedicated to empowering individuals with transparent and accessible guidance on personal finance and borrowing.
We provide straightforward advice and practical insights, making complex financial concepts easier to understand for everyone. Our mission is to foster financial literacy and confidence, helping users make informed decisions about loans and their overall financial well-being.
Founded in 2013, Cash Clarity has grown into a trusted online resource, committed to simplifying the complexities of personal finance and promoting financial empowerment for all. Cash Clarity focuses on financial literacy and accessible financial guidance.
We provide straightforward advice and practical insights, making complex financial concepts easier to understand for everyone. Our mission is to foster financial literacy and confidence, helping users make informed decisions about loans and their overall financial well-being.
Founded in 2013, Cash Clarity has grown into a trusted online resource, committed to simplifying the complexities of personal finance and promoting financial empowerment for all. Cash Clarity focuses on financial literacy and accessible financial guidance.
Financial Services
Finance
Alaska Wealth Advisors is a Registered Investment Advisor and financial planning firm based in Anchorage, Alaska, dedicated to providing personalized investment management and financial guidance to individuals.
We understand that navigating your finances can be complex and stressful. Our team of Certified Financial Planner™ professionals works closely with you to develop tailored strategies for retirement planning, investment management, education savings, and overall financial stability.
What distinguishes Alaska Wealth Advisors is our commitment to building long-term relationships based on trust, transparency, and a client-first approach. We prioritize your well-being and aim to empower you with the knowledge and confidence to achieve your financial goals. We embrace our fiduciary duty and place our clients' interest first.
Founded in 2014, we’ve grown to serve a diverse clientele, providing peace of mind and a secure financial future.
We understand that navigating your finances can be complex and stressful. Our team of Certified Financial Planner™ professionals works closely with you to develop tailored strategies for retirement planning, investment management, education savings, and overall financial stability.
What distinguishes Alaska Wealth Advisors is our commitment to building long-term relationships based on trust, transparency, and a client-first approach. We prioritize your well-being and aim to empower you with the knowledge and confidence to achieve your financial goals. We embrace our fiduciary duty and place our clients' interest first.
Founded in 2014, we’ve grown to serve a diverse clientele, providing peace of mind and a secure financial future.
Financial Services
Finance
Sunstone University is a leading investment firm based in Irvine, California, dedicated to empowering student entrepreneurs and fostering innovation within the university ecosystem.
We provide crucial resources and investment opportunities to university students, recent graduates, and staff who are pursuing their entrepreneurial dreams. Our mission is to cultivate a thriving community of innovators and business leaders, driving economic growth and positive change.
Sunstone University’s approach centers on strategic partnerships and a commitment to supporting early-stage technology ventures, offering a unique blend of investment capital and invaluable mentorship. We champion the power of entrepreneurship to solve complex problems and build a brighter future.
Founded with a vision to transform lives and communities, Sunstone University has grown into a respected force in the venture capital landscape, consistently identifying and nurturing promising startups across the United States.
We provide crucial resources and investment opportunities to university students, recent graduates, and staff who are pursuing their entrepreneurial dreams. Our mission is to cultivate a thriving community of innovators and business leaders, driving economic growth and positive change.
Sunstone University’s approach centers on strategic partnerships and a commitment to supporting early-stage technology ventures, offering a unique blend of investment capital and invaluable mentorship. We champion the power of entrepreneurship to solve complex problems and build a brighter future.
Founded with a vision to transform lives and communities, Sunstone University has grown into a respected force in the venture capital landscape, consistently identifying and nurturing promising startups across the United States.
Financial Services
Finance
Doc Wealth is a St Petersburg, Florida-based tax planning and filing firm exclusively serving physicians.
We specialize in providing proactive, year-round tax strategies for physicians, including 1099 contractors, private practice owners, and real estate investors. Our mission is to accelerate your financial independence by minimizing your tax burden and maximizing your wealth.
Unlike traditional CPAs, Doc Wealth offers a physician-focused approach, understanding the unique financial challenges faced by medical professionals. We provide comprehensive services, including year-round tax planning, preparation, payroll management, bookkeeping, and entity formation, all accessible through a secure platform.
Backed by a team of Tax Attorneys, CPAs, and Enrolled Agents, Doc Wealth delivers personalized guidance and support, empowering physicians to achieve their long-term financial goals.
We specialize in providing proactive, year-round tax strategies for physicians, including 1099 contractors, private practice owners, and real estate investors. Our mission is to accelerate your financial independence by minimizing your tax burden and maximizing your wealth.
Unlike traditional CPAs, Doc Wealth offers a physician-focused approach, understanding the unique financial challenges faced by medical professionals. We provide comprehensive services, including year-round tax planning, preparation, payroll management, bookkeeping, and entity formation, all accessible through a secure platform.
Backed by a team of Tax Attorneys, CPAs, and Enrolled Agents, Doc Wealth delivers personalized guidance and support, empowering physicians to achieve their long-term financial goals.
Financial Services
Finance
Glovista Investments LLC is a leading investment advisor based in Jersey City, New Jersey, specializing in providing sophisticated investment management services to institutional and high-net-worth clients.
We cater to a diverse clientele, including state and municipal pension funds, endowments, RIAs, family offices, and individual investors, offering tailored strategies designed to meet their specific needs. Our core expertise lies in navigating complex financial markets and delivering consistent, long-term performance.
Glovista distinguishes itself through decades of combined industry experience, a globally-focused macro investment approach, and a commitment to integrity and innovation. We manage two key investment strategies: Emerging market equities (long only) and Global tactical asset allocation (GTAA), utilizing liquid US listed instruments such as ETFs, equities, and corporate bonds.
Founded in 2007, Glovista Investments LLC has grown to a team of 4 professionals, leveraging a proven track record and a dedication to delivering exceptional results.
We cater to a diverse clientele, including state and municipal pension funds, endowments, RIAs, family offices, and individual investors, offering tailored strategies designed to meet their specific needs. Our core expertise lies in navigating complex financial markets and delivering consistent, long-term performance.
Glovista distinguishes itself through decades of combined industry experience, a globally-focused macro investment approach, and a commitment to integrity and innovation. We manage two key investment strategies: Emerging market equities (long only) and Global tactical asset allocation (GTAA), utilizing liquid US listed instruments such as ETFs, equities, and corporate bonds.
Founded in 2007, Glovista Investments LLC has grown to a team of 4 professionals, leveraging a proven track record and a dedication to delivering exceptional results.
Financial Services
Finance
Relational Advisors is a California-based employee benefits consulting firm specializing in providing tailored solutions for small to mid-sized entrepreneurial service companies.
We help employers navigate the complexities of employee benefits, retirement planning, and HR support, ensuring compliance, controlling costs, and attracting and retaining top talent.
Relational Advisors distinguishes itself through a deep understanding of the unique needs of industries like architecture, engineering, real estate, software, media, and law, coupled with a commitment to building lasting relationships. Our approach focuses on becoming a trusted partner, transforming benefits into a strategic asset for our clients.
Founded in 2020, we’ve grown to serve clients across California and Colorado, dedicated to delivering exceptional value and expertise.
We help employers navigate the complexities of employee benefits, retirement planning, and HR support, ensuring compliance, controlling costs, and attracting and retaining top talent.
Relational Advisors distinguishes itself through a deep understanding of the unique needs of industries like architecture, engineering, real estate, software, media, and law, coupled with a commitment to building lasting relationships. Our approach focuses on becoming a trusted partner, transforming benefits into a strategic asset for our clients.
Founded in 2020, we’ve grown to serve clients across California and Colorado, dedicated to delivering exceptional value and expertise.
Financial Services
Finance
Security Financial Management, Inc is a financial advisory firm based in Orlando, Florida, dedicated to helping individuals and families achieve their financial goals.
For over 35 years, we’ve provided comprehensive investment, retirement, estate, and insurance planning services to clients throughout Central Florida. We’re proud to be recognized as ‘Best of Winter Park’ for financial planning seven consecutive years.
Our team of experienced professionals – Frank S. Lovaglio, David P. Allen, Michael D. Allen, Sylvia Williams, Suzanne M. Breitwieser and Cindy E. Fowler – offer a personalized approach, working alongside you to build a tailored strategy that aligns with your values and long-term aspirations. We combine decades of experience with a commitment to independent advice and a focus on building lasting relationships.
We offer a multi-dimensional approach, integrating investment management, strategic tax optimization, estate planning, and risk management to provide a holistic view of your financial well-being. We are a member of the Kestra Financial network, providing access to a wider range of resources and expertise.
For over 35 years, we’ve provided comprehensive investment, retirement, estate, and insurance planning services to clients throughout Central Florida. We’re proud to be recognized as ‘Best of Winter Park’ for financial planning seven consecutive years.
Our team of experienced professionals – Frank S. Lovaglio, David P. Allen, Michael D. Allen, Sylvia Williams, Suzanne M. Breitwieser and Cindy E. Fowler – offer a personalized approach, working alongside you to build a tailored strategy that aligns with your values and long-term aspirations. We combine decades of experience with a commitment to independent advice and a focus on building lasting relationships.
We offer a multi-dimensional approach, integrating investment management, strategic tax optimization, estate planning, and risk management to provide a holistic view of your financial well-being. We are a member of the Kestra Financial network, providing access to a wider range of resources and expertise.
Financial Services
Finance
Alaska Growth Capital is an Anchorage, Alaska-based alternative lending organization, serving businesses across the northwestern United States. Since 1997, we’ve been dedicated to fostering economic development and job creation, providing crucial financing solutions up to $10 million through SBA and USDA programs.
We specialize in supporting companies in rural and underserved communities, including Alaska Native Corporations, and are a twelve-time SBA Community Lender of the Year and a Native CDFI.
As a subsidiary of McKinley Management, LLC, we combine local expertise with global investment insights, enabling us to deliver tailored financial solutions and drive sustainable growth.
Alaska Growth Capital has successfully deployed over $600 million in capital and $100 million in New Markets Tax Credits (NMTC), contributing to the prosperity of Alaskan communities and beyond.
We specialize in supporting companies in rural and underserved communities, including Alaska Native Corporations, and are a twelve-time SBA Community Lender of the Year and a Native CDFI.
As a subsidiary of McKinley Management, LLC, we combine local expertise with global investment insights, enabling us to deliver tailored financial solutions and drive sustainable growth.
Alaska Growth Capital has successfully deployed over $600 million in capital and $100 million in New Markets Tax Credits (NMTC), contributing to the prosperity of Alaskan communities and beyond.
Financial Services
Finance
Equity Wave Lending, Inc is a nationwide leader in real estate financing, providing fast and reliable business purpose loans and trust deed investments from our Irvine, California headquarters.
We specialize in 1st, 2nd, and 3rd Trust Deeds, catering to a wide range of property types including residential, commercial, mixed-use, and unique properties like historical buildings and dome homes. Our ‘common sense’ approach prioritizes responsible underwriting and offers flexible terms, including blanket loans and construction-to-completion financing.
Equity Wave Lending distinguishes itself through its streamlined process, often closing loans in as little as a few days, and its commitment to serving borrowers and investors alike. We’re dedicated to providing accessible financing solutions, even for those with limited credit or no FICO score.
With over 13 years of experience, we’ve built a strong reputation as a trusted partner for investors and borrowers seeking alternative funding options. We currently serve over 1000 investors and have a dedicated team of experienced professionals focused on delivering exceptional service.
We specialize in 1st, 2nd, and 3rd Trust Deeds, catering to a wide range of property types including residential, commercial, mixed-use, and unique properties like historical buildings and dome homes. Our ‘common sense’ approach prioritizes responsible underwriting and offers flexible terms, including blanket loans and construction-to-completion financing.
Equity Wave Lending distinguishes itself through its streamlined process, often closing loans in as little as a few days, and its commitment to serving borrowers and investors alike. We’re dedicated to providing accessible financing solutions, even for those with limited credit or no FICO score.
With over 13 years of experience, we’ve built a strong reputation as a trusted partner for investors and borrowers seeking alternative funding options. We currently serve over 1000 investors and have a dedicated team of experienced professionals focused on delivering exceptional service.
Financial Services
Finance
Landmark Legal is a partnership providing debt relief solutions to individuals and families across the United States.
We specialize in helping clients navigate the complexities of debt settlement and bankruptcy, offering a clear path towards financial freedom and a debt-free life. Our team of experienced legal professionals focuses on debt management and bankruptcy representation, ensuring clients understand their options and achieve their goals.
Landmark Legal distinguishes itself through a client-centered approach, prioritizing clear communication, personalized strategies, and a commitment to achieving positive outcomes. We are dedicated to helping our clients regain control of their finances and build a more secure future.
Founded in 2019 and based in Orlando, Florida, Landmark Legal has quickly grown to serve hundreds of clients, providing a trusted and reliable service in the debt relief industry.
We specialize in helping clients navigate the complexities of debt settlement and bankruptcy, offering a clear path towards financial freedom and a debt-free life. Our team of experienced legal professionals focuses on debt management and bankruptcy representation, ensuring clients understand their options and achieve their goals.
Landmark Legal distinguishes itself through a client-centered approach, prioritizing clear communication, personalized strategies, and a commitment to achieving positive outcomes. We are dedicated to helping our clients regain control of their finances and build a more secure future.
Founded in 2019 and based in Orlando, Florida, Landmark Legal has quickly grown to serve hundreds of clients, providing a trusted and reliable service in the debt relief industry.
Financial Services
Finance
Lendesca is a leading Orlando, Florida-based SBA loan provider, revolutionizing government-guaranteed lending for small businesses.
We combine AI document intelligence, automated loan preparation, and a team of GGL experts to accelerate SBA lending.
Lendesca rebuilt the SBA loan process for our Bank partners, helping business owners move from application to funded in weeks not months. Our platform streamlines the entire process, from secure document upload and AI-powered data extraction to automated loan file preparation and digital closings.
With 15+ years of SBA experience on average for each of our leadership team members and 668,000+ SBA loans funded, Lendesca delivers a faster, more transparent path to SBA financing for business owners, brokers, and banks alike.
We combine AI document intelligence, automated loan preparation, and a team of GGL experts to accelerate SBA lending.
Lendesca rebuilt the SBA loan process for our Bank partners, helping business owners move from application to funded in weeks not months. Our platform streamlines the entire process, from secure document upload and AI-powered data extraction to automated loan file preparation and digital closings.
With 15+ years of SBA experience on average for each of our leadership team members and 668,000+ SBA loans funded, Lendesca delivers a faster, more transparent path to SBA financing for business owners, brokers, and banks alike.
Financial Services
Finance
Wildcat Lending is a leading private money lender, also known as a hard money lender, based in Plano, Texas. We specialize in providing fast, reasonable, and secure real estate loans for investment properties, offering a streamlined process that bypasses the complexities of traditional lenders.
Wildcat Lending delivers financing solutions for residential investment properties, including purchase and refinance loans, backed by competitive rates and the fastest turnaround times in the industry. We understand that each investor’s situation is unique, and our innovative lending strategies ensure you receive the best possible loan options.
With over 75 years of combined experience, Wildcat Lending is a trusted partner for real estate investors seeking efficient and reliable capital. We are now operating as **Read more about the new partnership here.**
Wildcat Lending delivers financing solutions for residential investment properties, including purchase and refinance loans, backed by competitive rates and the fastest turnaround times in the industry. We understand that each investor’s situation is unique, and our innovative lending strategies ensure you receive the best possible loan options.
With over 75 years of combined experience, Wildcat Lending is a trusted partner for real estate investors seeking efficient and reliable capital. We are now operating as **Read more about the new partnership here.**
Financial Services
Finance
Amuni Financial is a leading investment firm based in Saint Petersburg, Florida, dedicated to providing personalized financial guidance to individual investors.
For over four decades – since 1980 – we’ve cultivated long-term relationships built on trust and a commitment to helping our clients achieve their financial goals. We specialize in a comprehensive range of investment solutions, including municipal and corporate bonds, government securities, mutual funds, annuities, and individual stocks.
At Amuni Financial, we prioritize understanding each client’s unique circumstances and objectives. Our experienced team offers tailored strategies designed to preserve and grow wealth, ensuring a secure financial future. We are committed to delivering exceptional service and expertise to our clients, helping them build and maintain a lasting legacy.
For over four decades – since 1980 – we’ve cultivated long-term relationships built on trust and a commitment to helping our clients achieve their financial goals. We specialize in a comprehensive range of investment solutions, including municipal and corporate bonds, government securities, mutual funds, annuities, and individual stocks.
At Amuni Financial, we prioritize understanding each client’s unique circumstances and objectives. Our experienced team offers tailored strategies designed to preserve and grow wealth, ensuring a secure financial future. We are committed to delivering exceptional service and expertise to our clients, helping them build and maintain a lasting legacy.
Financial Services
Finance
Company Name | Location | Category | Employees | Website |
|---|---|---|---|---|
Toledo, United States (US) | Finance and Banking Finance and Banking | 2-10 | http://dynastywp.com | |
New Jersey, United States (US) | Finance and Banking Finance and Banking | 2-10 | https://www.dentalprobill.com | |
St Petersburg, United States (US) | Finance and Banking Finance and Banking | 2-10 | http://www.RiseWisely.com | |
Irvine, United States (US) | Finance and Banking Finance and Banking | 2-10 | http://www.aritek.net | |
Fort Wayne, United States (US) | Finance and Banking Finance and Banking | 2-10 | https://www.hyperlocalimpact.com/ | |
Lincoln, United States (US) | Finance and Banking Finance and Banking | 2-10 | http://www.nbctrustco.com | |
Fishers, United States (US) | Finance and Banking Finance and Banking | 2-10 | http://www.kneppfinancialgroup.com | |
Plano, United States (US) | Finance and Banking Finance and Banking | 2-10 | http://www.valorousadvisors.com | |
Durham, United States (US) | Finance and Banking Finance and Banking | 2-10 | https://www.cobblehillgroup.com | |
Irvine, United States (US) | Finance and Banking Finance and Banking | 30-50 | http://www.finfare.com | |
Orlando, United States (US) | Finance and Banking Finance and Banking | 2-10 | https://veranofund.com | |
Jersey City, United States (US) | Finance and Banking Finance and Banking | 10-20 | http://www.hudsonpoint.com | |
Newark, United States (US) | Finance and Banking Finance and Banking | 30-50 | http://brkcty.com | |
Irvine, United States (US) | Finance and Banking Finance and Banking | 10-20 | http://www.bitapple.io/ | |
Orlando, United States (US) | Finance and Banking Finance and Banking | 10-20 | http://hankpayments.com | |
, | Finance and Banking Finance and Banking | 2-10 | http://www.vsihomelending.com | |
Orlando, United States (US) | Finance and Banking Finance and Banking | 30-50 | https://www.oxfordadvisorygroup.com | |
Irvine, United States (US) | Finance and Banking Finance and Banking | 10-20 | https://www.udirectira.com/ | |
Lincoln, United States (US) | Finance and Banking Finance and Banking | 30-50 | http://www.linconefcu.org | |
Orlando, United States (US) | Finance and Banking Finance and Banking | 30-50 | http://tradersagency.com | |
Houston, United States (US) | Finance and Banking Finance and Banking | 20-30 | http://www.property-tax-partners.com | |
West Palm Beach, United States (US) | Finance and Banking Finance and Banking | 20-30 | https://goldstate.com/ | |
Horsham, United States (US) | Finance and Banking Finance and Banking | 30-50 | http://sharpllc.com | |
Irvine, United States (US) | Finance and Banking Finance and Banking | 10-20 | https://belayglobal.io/ | |
Chicago, United States (US) | Finance and Banking Finance and Banking | 10-20 | http://www.tagomi.com | |
Plano, United States (US) | Finance and Banking Finance and Banking | 20-30 | https://www.4hourfunding.com/ | |
Jersey City, United States (US) | Finance and Banking Finance and Banking | 20-30 | http://www.hudsonedgeip.com | |
Lincoln, United States (US) | Finance and Banking Finance and Banking | 10-20 | https://www.business-plans.com | |
Naperville, United States (US) | Finance and Banking Finance and Banking | 30-50 | https://goqbo.com/ | |
Oak Brook, United States (US) | Finance and Banking Finance and Banking | 30-50 | https://thunderbirdllc.com/ | |
Durham, United States (US) | Finance and Banking Finance and Banking | 10-20 | https://loanwell.com | |
Irvine, United States (US) | Finance and Banking Finance and Banking | 20-30 | http://www.americanlendingcenter.com | |
Anchorage, United States (US) | Finance and Banking Finance and Banking | 30-50 | http://www.aidea.org | |
Red Bank, United States (US) | Finance and Banking Finance and Banking | 20-30 | http://www.withumwealth.com/ | |
Los Alamitos, United States (US) | Finance and Banking Finance and Banking | 30-50 | https://www.GoDocs.com | |
Jersey City, United States (US) | Finance and Banking Finance and Banking | 10-20 | https://www.1konto.com | |
Plano, United States (US) | Finance and Banking Finance and Banking | 30-50 | http://www.globalvalueadd.com | |
Newark, United States (US) | Finance and Banking Finance and Banking | 10-20 | http://www.credibilitycapital.com | |
Anchorage, United States (US) | Finance and Banking Finance and Banking | 30-50 | http://www.akwealthadvisors.com | |
Irvine, United States (US) | Finance and Banking Finance and Banking | 10-20 | https://www.sunstoneinvestment.com/ | |
St Petersburg, United States (US) | Finance and Banking Finance and Banking | 10-20 | https://www.docwealth.io/ | |
, | Finance and Banking Finance and Banking | 10-20 | http://www.glovista.net | |
Irvine, United States (US) | Finance and Banking Finance and Banking | 10-20 | http://www.relational.com | |
Orlando, United States (US) | Finance and Banking Finance and Banking | 30-50 | http://www.sfmadvisorgroup.com | |
Anchorage, United States (US) | Finance and Banking Finance and Banking | 20-30 | http://www.alaskagrowth.com | |
Irvine, United States (US) | Finance and Banking Finance and Banking | 20-30 | https://equitywavelending.com/ | |
Orlando, United States (US) | Finance and Banking Finance and Banking | 20-30 | http://www.landmarklegal.com | |
Orlando, United States (US) | Finance and Banking Finance and Banking | 10-20 | https://lendesca.com | |
Plano, United States (US) | Finance and Banking Finance and Banking | 20-30 | https://wildcatlending.com | |
Saint Petersburg, United States (US) | Finance and Banking Finance and Banking | 20-30 | https://www.amuni.com |
1800/2,776 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.