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
SumRidge Partners is a leading fixed income electronic market maker, specializing in high yield and investment grade corporate bonds, municipal bonds, and emerging market bonds, based in Jersey City, New Jersey.
We provide liquidity to institutional, middle market, and wealth management clients worldwide, leveraging our technological strengths and an experienced sales and trading team.
SumRidge Partners operates as a premier, electronic-based fixed income market maker, ensuring instantaneous execution for our diverse client base through our own balance sheet. Founded in 2010 following the financial crisis, we offer actionable fixed income trade ideas and trading desk commentary, solidifying our position as a trusted partner in the fixed income landscape.
We provide liquidity to institutional, middle market, and wealth management clients worldwide, leveraging our technological strengths and an experienced sales and trading team.
SumRidge Partners operates as a premier, electronic-based fixed income market maker, ensuring instantaneous execution for our diverse client base through our own balance sheet. Founded in 2010 following the financial crisis, we offer actionable fixed income trade ideas and trading desk commentary, solidifying our position as a trusted partner in the fixed income landscape.
Financial Services
Finance
Pure Wealth Strategies is a Raleigh, North Carolina-based financial planning firm specializing in comprehensive wealth management solutions for families.
We serve individuals and families seeking to build and preserve their wealth, navigate life transitions, and achieve their long-term financial goals. Our approach focuses on understanding each client’s unique circumstances, values, and aspirations to create personalized strategies that align with their vision.
As a faith-driven firm, we prioritize integrity, trust, and a holistic view of financial well-being. We offer a range of services including retirement planning, estate planning, investment management, and tax optimization, all designed to provide peace of mind and secure a prosperous future for generations to come. We are committed to providing honest and transparent advice, challenging our clients to step outside their comfort zones, and fostering a strong, collaborative partnership.
We serve individuals and families seeking to build and preserve their wealth, navigate life transitions, and achieve their long-term financial goals. Our approach focuses on understanding each client’s unique circumstances, values, and aspirations to create personalized strategies that align with their vision.
As a faith-driven firm, we prioritize integrity, trust, and a holistic view of financial well-being. We offer a range of services including retirement planning, estate planning, investment management, and tax optimization, all designed to provide peace of mind and secure a prosperous future for generations to come. We are committed to providing honest and transparent advice, challenging our clients to step outside their comfort zones, and fostering a strong, collaborative partnership.
Financial Services
Finance
Croak Capital is a fiduciary wealth management advisor based in Toledo, Ohio. As a firm committed to prioritizing your best interests, we deliver exceptional, personalized concierge service throughout your financial journey.
We specialize in crafting dynamic wealth management strategies, tailored to ensure long-term prosperity and unwavering security. Our team combines decades of expertise with groundbreaking insights from top research firms, offering a truly unique approach to wealth management.
At Croak Capital, we’re dedicated to optimizing your wealth’s potential by enhancing returns, minimizing risk, and lowering taxes to the fullest extent. We design customized strategies to suit your unique financial profile, ensuring best-in-class growth and protection for your assets. Founded in 2018, Croak Capital provides comprehensive services including wealth management, tax services, and risk management, catering to a diverse clientele of entrepreneurs, business owners, and high-net-worth individuals.
Our firm adheres to the highest fiduciary standards, ensuring that we always put your best interests first. We pride ourselves on transparent and fair pricing, aligning our success with yours. Croak Capital is led by a team of experienced professionals, including CLU, ChFC, and CFP® certified advisors, dedicated to shaping your legacy.
We specialize in crafting dynamic wealth management strategies, tailored to ensure long-term prosperity and unwavering security. Our team combines decades of expertise with groundbreaking insights from top research firms, offering a truly unique approach to wealth management.
At Croak Capital, we’re dedicated to optimizing your wealth’s potential by enhancing returns, minimizing risk, and lowering taxes to the fullest extent. We design customized strategies to suit your unique financial profile, ensuring best-in-class growth and protection for your assets. Founded in 2018, Croak Capital provides comprehensive services including wealth management, tax services, and risk management, catering to a diverse clientele of entrepreneurs, business owners, and high-net-worth individuals.
Our firm adheres to the highest fiduciary standards, ensuring that we always put your best interests first. We pride ourselves on transparent and fair pricing, aligning our success with yours. Croak Capital is led by a team of experienced professionals, including CLU, ChFC, and CFP® certified advisors, dedicated to shaping your legacy.
Financial Services
Finance
Summit Financial Group is a leading financial advisory firm based in Fort Wayne, Indiana, dedicated to helping individuals and families in the Midwest achieve their long-term financial goals.
As a trusted partner of Northwestern Mutual, we provide comprehensive investment advisory services, retirement planning, and estate planning solutions. We specialize in building personalized strategies tailored to each client’s unique circumstances and risk tolerance.
Our approach centers on building strong, lasting relationships and delivering exceptional service. We focus on delivering peace of mind through strategic financial planning and expert guidance, ensuring our clients’ financial future is secure. We are committed to providing a client-first experience, combining decades of experience with a modern, technology-driven approach to wealth management.
Summit Financial Group has been serving the community since 1999, growing to a team of 53 professionals across multiple Indiana locations.
As a trusted partner of Northwestern Mutual, we provide comprehensive investment advisory services, retirement planning, and estate planning solutions. We specialize in building personalized strategies tailored to each client’s unique circumstances and risk tolerance.
Our approach centers on building strong, lasting relationships and delivering exceptional service. We focus on delivering peace of mind through strategic financial planning and expert guidance, ensuring our clients’ financial future is secure. We are committed to providing a client-first experience, combining decades of experience with a modern, technology-driven approach to wealth management.
Summit Financial Group has been serving the community since 1999, growing to a team of 53 professionals across multiple Indiana locations.
Financial Services
Finance
OY6 Capital is a veteran-owned commercial finance firm based in Irvine, California, providing growth capital and debt financing to middle market companies.
We specialize in delivering flexible funding solutions – from equipment and project finance to soft costs and future-based funding – tailored to meet the unique needs of businesses across diverse sectors.
OY6 distinguishes itself through a ‘foxhole mentality,’ offering competitive rates and straightforward documentation, backed by decades of experience and a commitment to supporting our clients through both stable and uncertain times. Our team combines seasoned financial expertise with military leadership, ensuring reliable capital and a partnership you can trust.
With over $1.5 billion in transactions completed and a strong foundation built on integrity and innovation, OY6 Capital is dedicated to helping businesses thrive and build lasting legacies.
We specialize in delivering flexible funding solutions – from equipment and project finance to soft costs and future-based funding – tailored to meet the unique needs of businesses across diverse sectors.
OY6 distinguishes itself through a ‘foxhole mentality,’ offering competitive rates and straightforward documentation, backed by decades of experience and a commitment to supporting our clients through both stable and uncertain times. Our team combines seasoned financial expertise with military leadership, ensuring reliable capital and a partnership you can trust.
With over $1.5 billion in transactions completed and a strong foundation built on integrity and innovation, OY6 Capital is dedicated to helping businesses thrive and build lasting legacies.
Financial Services
Finance
SpringboardAuto is a direct-to-consumer auto loan platform based in Irvine, California, revolutionizing car financing for buyers across the United States.
We provide a streamlined, online and mobile-friendly experience for individuals seeking auto loans, whether purchasing from a private seller or a dealership. Our platform leverages technology and data to deliver a transparent and efficient lending process, empowering customers with control over their financing terms through our innovative Loan Configurator.
SpringboardAuto simplifies the entire loan journey, from application to approval, ensuring a confident and positive experience for our customers. We are focused on providing a modern, customer-centric approach to auto lending, combining technology with a commitment to exceptional service.
Founded in 2015, SpringboardAuto has quickly established itself as a leader in the digital auto finance space, driven by a passion for innovation and a dedication to meeting the evolving needs of car buyers. We are part of Oportun, Inc.
We provide a streamlined, online and mobile-friendly experience for individuals seeking auto loans, whether purchasing from a private seller or a dealership. Our platform leverages technology and data to deliver a transparent and efficient lending process, empowering customers with control over their financing terms through our innovative Loan Configurator.
SpringboardAuto simplifies the entire loan journey, from application to approval, ensuring a confident and positive experience for our customers. We are focused on providing a modern, customer-centric approach to auto lending, combining technology with a commitment to exceptional service.
Founded in 2015, SpringboardAuto has quickly established itself as a leader in the digital auto finance space, driven by a passion for innovation and a dedication to meeting the evolving needs of car buyers. We are part of Oportun, Inc.
Financial Services
Finance
Xisfo FinTech is a US-based global payments and banking platform specializing in serving Small and Medium Enterprises (SMEs) across Latin America.
We provide a comprehensive suite of financial solutions designed to streamline operations and accelerate growth for businesses of all sizes. Our core offering, the X-Stack, delivers pre-engineered engines for ERP, operation core, and security, enabling rapid deployment and scalability.
Xisfo’s unique approach combines Liquid Engineering principles with on-demand software delivery, offering businesses a flexible and cost-effective way to build bespoke digital ecosystems or leverage our pre-built infrastructure. We focus on delivering reliable, secure, and scalable solutions, empowering Latin American SMEs to thrive in today’s competitive landscape.
Founded in 2022, Xisfo is rapidly expanding its reach and impact, driven by a commitment to innovation and customer success.
We provide a comprehensive suite of financial solutions designed to streamline operations and accelerate growth for businesses of all sizes. Our core offering, the X-Stack, delivers pre-engineered engines for ERP, operation core, and security, enabling rapid deployment and scalability.
Xisfo’s unique approach combines Liquid Engineering principles with on-demand software delivery, offering businesses a flexible and cost-effective way to build bespoke digital ecosystems or leverage our pre-built infrastructure. We focus on delivering reliable, secure, and scalable solutions, empowering Latin American SMEs to thrive in today’s competitive landscape.
Founded in 2022, Xisfo is rapidly expanding its reach and impact, driven by a commitment to innovation and customer success.
Financial Services
Finance
Force 10 Partners is a corporate restructuring advisory firm based in Irvine, California, specializing in complex financial situations and litigation support.
We provide a full range of services that guide and support clients through challenging circumstances, including corporate restructurings, investment banking, fiduciary services, and litigation support.
Force 10 distinguishes itself through decades of experience, deep domain expertise, and a results-oriented approach, focused on delivering accountability and value for our clients. Our team, led by seasoned professionals with backgrounds in investment banking and legal expertise, offers tailored solutions to navigate complex financial landscapes.
Force 10 has a proven track record of success, successfully guiding companies through Chapter 11 reorganizations, investment banking transactions, and litigation support engagements, consistently achieving positive outcomes for our clients and stakeholders.
We provide a full range of services that guide and support clients through challenging circumstances, including corporate restructurings, investment banking, fiduciary services, and litigation support.
Force 10 distinguishes itself through decades of experience, deep domain expertise, and a results-oriented approach, focused on delivering accountability and value for our clients. Our team, led by seasoned professionals with backgrounds in investment banking and legal expertise, offers tailored solutions to navigate complex financial landscapes.
Force 10 has a proven track record of success, successfully guiding companies through Chapter 11 reorganizations, investment banking transactions, and litigation support engagements, consistently achieving positive outcomes for our clients and stakeholders.
Financial Services
Finance
WTM is a Brazilian-based international trade services company, specializing in cross-border payment solutions, compliance, pricing, and international taxation. We connect B2B companies importing and exporting services and software, ensuring secure payments and fostering customer loyalty.
Our core mission is to simplify international trade for businesses, offering a localized payment experience for both payers and sellers. We provide practical solutions for optimizing international service transactions, reducing complexities, and driving growth.
What sets WTM apart is our commitment to providing tailored consulting services, understanding each client’s unique needs and implementing the most effective strategies. We’ve helped companies save significant amounts on penalties and interest, and we’re proud to have supported organizations like Frete.com and Quiron, demonstrating our expertise and reliability. Founded in 2003, WTM has grown to serve clients across Brazil, Uruguay, Canada, the United States, Mexico, the United Arab Emirates, and beyond, becoming a trusted partner in global commerce.
Our core mission is to simplify international trade for businesses, offering a localized payment experience for both payers and sellers. We provide practical solutions for optimizing international service transactions, reducing complexities, and driving growth.
What sets WTM apart is our commitment to providing tailored consulting services, understanding each client’s unique needs and implementing the most effective strategies. We’ve helped companies save significant amounts on penalties and interest, and we’re proud to have supported organizations like Frete.com and Quiron, demonstrating our expertise and reliability. Founded in 2003, WTM has grown to serve clients across Brazil, Uruguay, Canada, the United States, Mexico, the United Arab Emirates, and beyond, becoming a trusted partner in global commerce.
Financial Services
Finance
Bluevella Mortgage is a leading mortgage broker based in Orlando, Florida, dedicated to helping individuals and investors achieve their real estate goals.
We specialize in providing a comprehensive range of loan products, including FHA, VA, USDA, Conventional, DSCR, and ITIN loans, catering to first-time homebuyers, homeowners seeking refinancing, and investors. Our mission is to simplify the mortgage process and provide exceptional service throughout every step, from pre-qualification to closing.
Bluevella Mortgage combines modern AI technology with the expertise of dedicated loan officers, ensuring a fast, efficient, and transparent experience. We are committed to building long-term relationships with our clients, offering flexible mortgage options and personalized support. Equal Housing Opportunity NMLS ID 2260248
We specialize in providing a comprehensive range of loan products, including FHA, VA, USDA, Conventional, DSCR, and ITIN loans, catering to first-time homebuyers, homeowners seeking refinancing, and investors. Our mission is to simplify the mortgage process and provide exceptional service throughout every step, from pre-qualification to closing.
Bluevella Mortgage combines modern AI technology with the expertise of dedicated loan officers, ensuring a fast, efficient, and transparent experience. We are committed to building long-term relationships with our clients, offering flexible mortgage options and personalized support. Equal Housing Opportunity NMLS ID 2260248
Financial Services
Finance
Nafex Finance is a US-based financial services provider specializing in small and medium business loans, located in St Petersburg, Florida.
We offer streamlined loan solutions designed to simplify the application process and reduce paperwork for businesses. Our focus is on providing accessible financial tools to support growth and stability.
Nafex Finance distinguishes itself through its commitment to efficiency and customer service, delivering a hassle-free experience for borrowers. We aim to be a trusted partner for businesses seeking flexible and reliable financing options.
Founded in 2014, Nafex Finance currently employs a team of 3 professionals, dedicated to serving the financial needs of businesses across Florida. We are committed to building long-term relationships based on trust and transparency.
We offer streamlined loan solutions designed to simplify the application process and reduce paperwork for businesses. Our focus is on providing accessible financial tools to support growth and stability.
Nafex Finance distinguishes itself through its commitment to efficiency and customer service, delivering a hassle-free experience for borrowers. We aim to be a trusted partner for businesses seeking flexible and reliable financing options.
Founded in 2014, Nafex Finance currently employs a team of 3 professionals, dedicated to serving the financial needs of businesses across Florida. We are committed to building long-term relationships based on trust and transparency.
Financial Services
Finance
TruGrocer Federal Credit Union is a not-for-profit financial institution dedicated to serving grocery workers and their families across the United States.
Established in 1965, we’re built by grocery workers, for grocery workers, offering a unique understanding of the financial needs of this vital industry.
TruGrocer provides a range of financial products and services, including savings accounts, loans, and credit cards, all designed with competitive rates and low fees – reinvesting our earnings to benefit our members.
We’re committed to financial literacy and providing valuable resources through our Tru$Tips program, empowering our members to make informed financial decisions. With a network of over 5,000 shared branches and 30,000 surcharge-free ATMs, convenience is at our core. We’re proud to be federally insured and backed by the full faith and credit of the United States Government.
Established in 1965, we’re built by grocery workers, for grocery workers, offering a unique understanding of the financial needs of this vital industry.
TruGrocer provides a range of financial products and services, including savings accounts, loans, and credit cards, all designed with competitive rates and low fees – reinvesting our earnings to benefit our members.
We’re committed to financial literacy and providing valuable resources through our Tru$Tips program, empowering our members to make informed financial decisions. With a network of over 5,000 shared branches and 30,000 surcharge-free ATMs, convenience is at our core. We’re proud to be federally insured and backed by the full faith and credit of the United States Government.
Financial Services
Finance
Creekstone Capital Solutions is a Durham, North Carolina-based financial services firm specializing in tailored capital solutions for growth and financial success.
At Creekstone, we empower financial institutions and organizations seeking to expand their services, originate new loan products, and integrate government-guaranteed programs like SBA and USDA loans. We provide comprehensive support to lenders with loan servicing and compliance, ensuring sustainable financial outcomes for our clients.
Our approach is collaborative and customized, focusing on delivering innovative, compliant, and strategic financial solutions. We offer a range of services including Capital Solutions, Brokerage, Packaging, Servicing, Origination, and Consulting, all designed to meet your unique business needs. We are dedicated to fostering strong, compliant, and strategic capital relationships that empower businesses to thrive.
Founded in 2024, Creekstone Capital Solutions brings over twenty years of experience per team member, combining deep expertise with a commitment to excellence.
At Creekstone, we empower financial institutions and organizations seeking to expand their services, originate new loan products, and integrate government-guaranteed programs like SBA and USDA loans. We provide comprehensive support to lenders with loan servicing and compliance, ensuring sustainable financial outcomes for our clients.
Our approach is collaborative and customized, focusing on delivering innovative, compliant, and strategic financial solutions. We offer a range of services including Capital Solutions, Brokerage, Packaging, Servicing, Origination, and Consulting, all designed to meet your unique business needs. We are dedicated to fostering strong, compliant, and strategic capital relationships that empower businesses to thrive.
Founded in 2024, Creekstone Capital Solutions brings over twenty years of experience per team member, combining deep expertise with a commitment to excellence.
Financial Services
Finance
FINACA is a nationwide network of independent finance and accounting consulting firms dedicated to providing exceptional client service.
We connect over 21 member firms across the United States, offering clients access to a diverse range of expertise and resources. FINACA’s collaborative approach allows member firms to share best practices, develop innovative solutions, and deliver consistently high-quality services.
As a nonprofit alliance, FINACA fosters a strong community of professionals committed to supporting each other’s growth and success. Our members are leaders in their respective markets, ensuring clients receive unparalleled guidance and integrity.
FINACA provides a valuable platform for expanding professional networks, accessing specialized knowledge, and driving business development.
We connect over 21 member firms across the United States, offering clients access to a diverse range of expertise and resources. FINACA’s collaborative approach allows member firms to share best practices, develop innovative solutions, and deliver consistently high-quality services.
As a nonprofit alliance, FINACA fosters a strong community of professionals committed to supporting each other’s growth and success. Our members are leaders in their respective markets, ensuring clients receive unparalleled guidance and integrity.
FINACA provides a valuable platform for expanding professional networks, accessing specialized knowledge, and driving business development.
Financial Services
Finance
Big Red Investment Club is a nonprofit organization based in Lincoln, Nebraska, dedicated to providing University of Nebraska–Lincoln students with opportunities to develop their passion for finance and investing.
We offer a dynamic environment for students to learn from industry professionals, actively manage a portfolio valued at over $650,000, and hone their equity research skills through our Stock Pitch Program.
Founded in 2012, the Big Red Investment Club has grown to encompass over 50 members and serves as a vital hub for finance enthusiasts within the university community. We strive to preserve, invest, and grow our investment fund through common bonds, equities, and mutual funds.
Our Stock Pitch Program, established in 2019, further enhances member capabilities, preparing them for CFA® Equity Research Challenges and fostering a culture of professional-grade research.
We offer a dynamic environment for students to learn from industry professionals, actively manage a portfolio valued at over $650,000, and hone their equity research skills through our Stock Pitch Program.
Founded in 2012, the Big Red Investment Club has grown to encompass over 50 members and serves as a vital hub for finance enthusiasts within the university community. We strive to preserve, invest, and grow our investment fund through common bonds, equities, and mutual funds.
Our Stock Pitch Program, established in 2019, further enhances member capabilities, preparing them for CFA® Equity Research Challenges and fostering a culture of professional-grade research.
Financial Services
Finance
Zip Capital Group is a leading provider of merchant cash advances and working capital financing solutions, based in Irvine, California.
We specialize in supporting small and medium-sized businesses across the United States, offering a streamlined approach to accessing crucial capital.
Zip Capital Group distinguishes itself through a commitment to fast approvals, minimal paperwork, and same-day funding, coupled with expert guidance from experienced business specialists – many of whom are former entrepreneurs themselves. We provide a range of financing options, including Merchant Cash Advances, Working Capital Financing, Equipment Financing, Traditional SBA Financing, and Business Lines of Credit, with funding amounts ranging from $5,000 to $2,000,000.
Our goal is to empower businesses to thrive by providing the financial resources they need to grow and achieve their full potential.
We specialize in supporting small and medium-sized businesses across the United States, offering a streamlined approach to accessing crucial capital.
Zip Capital Group distinguishes itself through a commitment to fast approvals, minimal paperwork, and same-day funding, coupled with expert guidance from experienced business specialists – many of whom are former entrepreneurs themselves. We provide a range of financing options, including Merchant Cash Advances, Working Capital Financing, Equipment Financing, Traditional SBA Financing, and Business Lines of Credit, with funding amounts ranging from $5,000 to $2,000,000.
Our goal is to empower businesses to thrive by providing the financial resources they need to grow and achieve their full potential.
Financial Services
Finance
BML Wealth Management is a leading independent financial firm based in Irvine, California, dedicated to providing comprehensive retirement and wealth management solutions for pre-retirees and retirees.
We specialize in crafting personalized retirement plans that align with your unique goals and values, ensuring a secure and fulfilling financial future. Our services encompass income planning, investment planning, tax planning, healthcare planning, and legacy planning – all designed to address the multifaceted needs of retirement.
What distinguishes BML Wealth Management is our commitment to the Retirement Fingerprint® Program, a 5-step journey that helps clients uncover their personal values, goals, and financial roadmap. We combine this with a dedicated team of experienced advisors and a robust technology platform, eMoney, to deliver a truly tailored and ongoing strategy. As a proud member of the Inc. 5000 list of America’s Fastest-Growing Private Companies, we’re committed to delivering exceptional service and results.
We specialize in crafting personalized retirement plans that align with your unique goals and values, ensuring a secure and fulfilling financial future. Our services encompass income planning, investment planning, tax planning, healthcare planning, and legacy planning – all designed to address the multifaceted needs of retirement.
What distinguishes BML Wealth Management is our commitment to the Retirement Fingerprint® Program, a 5-step journey that helps clients uncover their personal values, goals, and financial roadmap. We combine this with a dedicated team of experienced advisors and a robust technology platform, eMoney, to deliver a truly tailored and ongoing strategy. As a proud member of the Inc. 5000 list of America’s Fastest-Growing Private Companies, we’re committed to delivering exceptional service and results.
Financial Services
Finance
Piedmont Trust Company is a Greensboro, North Carolina-based wealth management firm specializing in family trust services and comprehensive financial solutions for generations.
Since 1928, Piedmont Trust has been dedicated to building long-term, meaningful relationships with families, individuals, and foundations. We understand that wealth represents a lifetime of hard work and legacy, and we are committed to preserving and growing it for future generations.
Unlike larger institutions, Piedmont Trust offers a personalized approach, focusing exclusively on the complexities of family wealth and providing tailored solutions through a team of knowledgeable professionals. We prioritize service based on personal relationships and a deep understanding of our clients’ values and goals.
Our services encompass fiduciary stewardship, family office management, investment strategy, and charitable giving planning, all delivered with excellence, integrity, and a commitment to our clients’ success.
Since 1928, Piedmont Trust has been dedicated to building long-term, meaningful relationships with families, individuals, and foundations. We understand that wealth represents a lifetime of hard work and legacy, and we are committed to preserving and growing it for future generations.
Unlike larger institutions, Piedmont Trust offers a personalized approach, focusing exclusively on the complexities of family wealth and providing tailored solutions through a team of knowledgeable professionals. We prioritize service based on personal relationships and a deep understanding of our clients’ values and goals.
Our services encompass fiduciary stewardship, family office management, investment strategy, and charitable giving planning, all delivered with excellence, integrity, and a commitment to our clients’ success.
Financial Services
Finance
NEST 529 Advisor College Savings Plan is a Lincoln, Nebraska-based provider of 529 plans, helping families across the United States build a secure future for their children’s higher education.
We offer a tax-advantaged savings solution designed to simplify college savings and maximize investment returns. Our platform provides a straightforward investment structure with a selection of high-quality underlying investments, catering to a diverse range of financial goals and strategies.
NEST 529 Advisor Plan is sponsored by the State of Nebraska and administered by the Nebraska State Treasurer as Trustee, with Union Bank and Trust Company serving as Program Manager and Northern Trust Securities, Inc. as Distributor. We are committed to providing accessible and reliable college savings options, supporting families in achieving their educational aspirations.
With a focus on transparency and customer service, NEST 529 Advisor Plan empowers individuals to confidently plan for their children’s future.
We offer a tax-advantaged savings solution designed to simplify college savings and maximize investment returns. Our platform provides a straightforward investment structure with a selection of high-quality underlying investments, catering to a diverse range of financial goals and strategies.
NEST 529 Advisor Plan is sponsored by the State of Nebraska and administered by the Nebraska State Treasurer as Trustee, with Union Bank and Trust Company serving as Program Manager and Northern Trust Securities, Inc. as Distributor. We are committed to providing accessible and reliable college savings options, supporting families in achieving their educational aspirations.
With a focus on transparency and customer service, NEST 529 Advisor Plan empowers individuals to confidently plan for their children’s future.
Financial Services
Finance
Asset IQ Financial & Auction Services Group is a Batavia, Ohio-based asset recovery and remarketing specialist, dedicated to providing comprehensive solutions for the leasing and finance industries.
We help businesses streamline the reclamation, disposition, and resale of high-value assets, maximizing their return on investment. Our services encompass asset retrieval, repossession, debt collection, inspection, valuation, and strategic remarketing.
Since 1959, Asset IQ has built a long-standing reputation for delivering consistent, high-quality service and a proven track record in asset management. We offer a full-service approach, from initial valuation to final sale, and operate a dynamic marketplace with updated inventory daily. We cover 90 states and offer support to customers across the nation.
We help businesses streamline the reclamation, disposition, and resale of high-value assets, maximizing their return on investment. Our services encompass asset retrieval, repossession, debt collection, inspection, valuation, and strategic remarketing.
Since 1959, Asset IQ has built a long-standing reputation for delivering consistent, high-quality service and a proven track record in asset management. We offer a full-service approach, from initial valuation to final sale, and operate a dynamic marketplace with updated inventory daily. We cover 90 states and offer support to customers across the nation.
Financial Services
Finance
The Cabana Group is a financial services firm based in Fayetteville, Arkansas, providing comprehensive wealth management, family office services, and retirement planning solutions to individuals and businesses.
We believe in a better, simpler, more confident way to invest and plan.
Our team of experienced financial professionals, including attorneys, tax specialists, and insurance producers, coordinates a collaborative approach to help clients achieve their long-term financial goals. We focus on building trusting relationships and delivering tailored strategies for wealth management, estate planning, and risk management.
The Cabana Group was recognized as one of FA Magazine’s Top 50 Fastest Growing Firms in 2022 and 2021, demonstrating our commitment to growth and client satisfaction. We are committed to fair representation and transparency, claiming compliance with the Global Investment Performance Standards (GIPS®).
We believe in a better, simpler, more confident way to invest and plan.
Our team of experienced financial professionals, including attorneys, tax specialists, and insurance producers, coordinates a collaborative approach to help clients achieve their long-term financial goals. We focus on building trusting relationships and delivering tailored strategies for wealth management, estate planning, and risk management.
The Cabana Group was recognized as one of FA Magazine’s Top 50 Fastest Growing Firms in 2022 and 2021, demonstrating our commitment to growth and client satisfaction. We are committed to fair representation and transparency, claiming compliance with the Global Investment Performance Standards (GIPS®).
Financial Services
Finance
Signature Wealth Advisors, LLC is a Florida-based wealth management firm providing a ‘signature’ experience – comprehensive, holistic financial planning, wealth management, and business planning solutions. We are an independent firm operating under a fiduciary standard, committed to delivering objective advice and customized solutions tailored to your best interests.
Our approach is truly holistic, connecting the dots between personal and business finances, investments and insurance, retirement planning and legacy planning—because your life doesn’t happen in silos, and your financial strategy shouldn’t either.
We measure success not just in numbers, but in the confidence and clarity our clients feel. We take the time to understand your values, your vision, and your family, building long-term relationships grounded in trust and mutual respect. We help you build, protect, and preserve your wealth so you can live the life you’ve imagined—today and for generations to come.
Our approach is truly holistic, connecting the dots between personal and business finances, investments and insurance, retirement planning and legacy planning—because your life doesn’t happen in silos, and your financial strategy shouldn’t either.
We measure success not just in numbers, but in the confidence and clarity our clients feel. We take the time to understand your values, your vision, and your family, building long-term relationships grounded in trust and mutual respect. We help you build, protect, and preserve your wealth so you can live the life you’ve imagined—today and for generations to come.
Financial Services
Finance
Sutter Securities, Inc is a full-service investment banking firm headquartered in San Francisco, specializing in financial advisory services, private placements, and mergers and acquisitions.
We serve a diverse clientele, including corporations, private equity firms, and institutional investors, providing expert guidance across a range of complex transactions. Our team leverages decades of combined experience to help clients achieve their strategic goals, from initial capital raising to successful deal closures.
What distinguishes Sutter Securities is our commitment to delivering tailored solutions and fostering long-term relationships built on trust and transparency. We combine a deep understanding of market dynamics with a proactive approach to identify and capitalize on opportunities. We are a member of FINRA and SIPC, and our team brings generations of knowledge and data to an age of networks and speed.
Sutter Securities, Inc. operates across multiple locations, including Irvine, New York, and San Francisco, and is dedicated to providing experienced professional assistance to our clients in the areas of financial advisory services, private placements, mergers and acquisitions, fairness opinions, business valuations and litigation support.
We serve a diverse clientele, including corporations, private equity firms, and institutional investors, providing expert guidance across a range of complex transactions. Our team leverages decades of combined experience to help clients achieve their strategic goals, from initial capital raising to successful deal closures.
What distinguishes Sutter Securities is our commitment to delivering tailored solutions and fostering long-term relationships built on trust and transparency. We combine a deep understanding of market dynamics with a proactive approach to identify and capitalize on opportunities. We are a member of FINRA and SIPC, and our team brings generations of knowledge and data to an age of networks and speed.
Sutter Securities, Inc. operates across multiple locations, including Irvine, New York, and San Francisco, and is dedicated to providing experienced professional assistance to our clients in the areas of financial advisory services, private placements, mergers and acquisitions, fairness opinions, business valuations and litigation support.
Financial Services
Finance
Liberty1 Financial is a California-based personal loan provider specializing in debt consolidation solutions for individuals across the United States.
We understand that unexpected financial challenges arise, and we’re dedicated to offering accessible and reliable personal loans to help you manage credit card debt, cover urgent needs, or plan for significant life events. Our focus is on empowering individuals to achieve their financial goals with transparency and support.
Liberty1 Financial distinguishes itself through a commitment to personalized service, offering options for all credit situations and rates starting as low as 6.99% APR. We’re here to provide a stress-free borrowing experience rooted in trust and understanding, helping you build a strong financial foundation.
We understand that unexpected financial challenges arise, and we’re dedicated to offering accessible and reliable personal loans to help you manage credit card debt, cover urgent needs, or plan for significant life events. Our focus is on empowering individuals to achieve their financial goals with transparency and support.
Liberty1 Financial distinguishes itself through a commitment to personalized service, offering options for all credit situations and rates starting as low as 6.99% APR. We’re here to provide a stress-free borrowing experience rooted in trust and understanding, helping you build a strong financial foundation.
Financial Services
Finance
Fintech Credit Innovations, Inc is a US-based fintech company specializing in innovative technology solutions for the financial market.
We help financial institutions and businesses improve transparency and efficiency through our core offerings in credit risk management and data analytics.
Our approach centers on leveraging cutting-edge technology to streamline credit processes, reduce risk, and enhance decision-making. Founded in 2018 by technologist and credit expert Tim Ranney, Fintech Credit Innovations, Inc. is dedicated to transforming the financial landscape with smarter, more reliable solutions.
We are committed to delivering robust, scalable platforms that meet the evolving needs of our clients, supporting their growth and success in today’s dynamic market.
We help financial institutions and businesses improve transparency and efficiency through our core offerings in credit risk management and data analytics.
Our approach centers on leveraging cutting-edge technology to streamline credit processes, reduce risk, and enhance decision-making. Founded in 2018 by technologist and credit expert Tim Ranney, Fintech Credit Innovations, Inc. is dedicated to transforming the financial landscape with smarter, more reliable solutions.
We are committed to delivering robust, scalable platforms that meet the evolving needs of our clients, supporting their growth and success in today’s dynamic market.
Financial Services
Finance
RCX Capital Group is a tech-enabled real estate investment and merchant banking boutique based in The Woodlands, Texas.
We specialize in facilitating efficient, high-quality real estate wealth transactions, delivering both active and passive tax-advantaged real estate wealth transfer strategies to advisors and their clients.
RCX Capital Group bridges expertise across various ecosystems, providing capital raising, due diligence, and advisory services to institutions, real estate sponsors, family offices, and wealth managers, leveraging technology, data, and AI to deliver precision and care.
As a leader in the industry, we offer unbiased guidance and innovative opportunities tailored to meet complex needs.
We specialize in facilitating efficient, high-quality real estate wealth transactions, delivering both active and passive tax-advantaged real estate wealth transfer strategies to advisors and their clients.
RCX Capital Group bridges expertise across various ecosystems, providing capital raising, due diligence, and advisory services to institutions, real estate sponsors, family offices, and wealth managers, leveraging technology, data, and AI to deliver precision and care.
As a leader in the industry, we offer unbiased guidance and innovative opportunities tailored to meet complex needs.
Financial Services
Finance
Etico is a Saratoga Springs, New York-based financial solutions firm providing comprehensive bespoke independent wealth management and investment advisory solutions to investment advisors and their clients. We help guide clients through all stages of their financial life, providing clarity and a path to financial wellness through personalized advice and intuitive technology.
Our services include financial planning, investment management, estate planning, insurance solutions and corporate 401K plans. We are focused on client satisfaction through the efficient delivery of optimal financial solutions unique to each client.
Etico is committed to embracing your unique philosophy and making your goals your reality. That is why we have a full staff of specialized staff to support our advisors in delivering exceptional service. We offer a full suite of back-office support, intuitive technology, and a dedicated advisor support team to help you scale your practice while retaining 100% of your book of business.
Our services include financial planning, investment management, estate planning, insurance solutions and corporate 401K plans. We are focused on client satisfaction through the efficient delivery of optimal financial solutions unique to each client.
Etico is committed to embracing your unique philosophy and making your goals your reality. That is why we have a full staff of specialized staff to support our advisors in delivering exceptional service. We offer a full suite of back-office support, intuitive technology, and a dedicated advisor support team to help you scale your practice while retaining 100% of your book of business.
Financial Services
Finance
Silverback Asset Management is a Durham, North Carolina-based SEC-registered investment advisor specializing in alternative investments for accredited investors. Founded in 2002, our team of 13 professionals brings extensive experience across various asset classes, including convertibles, distressed debt, and equities.
We focus on asymmetric convex investment solutions, helping our clients identify inflection points, build and structure trades, and ultimately harvest gains while managing risk.
Silverback Asset Management provides a dedicated service to sophisticated investors seeking tailored investment strategies and a proactive approach to capital deployment. We prioritize building long-term relationships based on trust and transparency.
Our commitment to excellence and deep industry knowledge allows us to consistently deliver strong performance for our clients.
We focus on asymmetric convex investment solutions, helping our clients identify inflection points, build and structure trades, and ultimately harvest gains while managing risk.
Silverback Asset Management provides a dedicated service to sophisticated investors seeking tailored investment strategies and a proactive approach to capital deployment. We prioritize building long-term relationships based on trust and transparency.
Our commitment to excellence and deep industry knowledge allows us to consistently deliver strong performance for our clients.
Financial Services
Finance
Stonebridge Financial Planning Group is a leading Orlando, Florida-based wealth management firm dedicated to providing personalized financial planning solutions with independent insight.
We are passionate about helping you build a solid pathway to your financial dreams, offering client-centered processes focused on developing a roadmap to help you build, protect, and transition your wealth.
As an independent financial advisory firm, Stonebridge Financial Planning Group is committed to providing all clients with thorough, customized financial solutions. We specialize in working with women and their families, guiding them through life transitions, asset management, and retirement planning.
Our team, comprised of CERTIFIED FINANCIAL PLANNER™ Professionals and Certified Divorce Financial Analysts®, is here to demystify the complexities of finance and empower you to achieve your goals. We’re with you every step of the way, creating a positive impact on your financial future.
We are passionate about helping you build a solid pathway to your financial dreams, offering client-centered processes focused on developing a roadmap to help you build, protect, and transition your wealth.
As an independent financial advisory firm, Stonebridge Financial Planning Group is committed to providing all clients with thorough, customized financial solutions. We specialize in working with women and their families, guiding them through life transitions, asset management, and retirement planning.
Our team, comprised of CERTIFIED FINANCIAL PLANNER™ Professionals and Certified Divorce Financial Analysts®, is here to demystify the complexities of finance and empower you to achieve your goals. We’re with you every step of the way, creating a positive impact on your financial future.
Financial Services
Finance
BLC Lending is a nationwide direct lender specializing in commercial real estate financing, based in Irvine, California.
We provide bridge loans, conventional loans, and SBA 504 loans to businesses and investors across the United States.
BLC Lending distinguishes itself through its streamlined processes, expert guidance, and commitment to delivering flexible financing solutions, often completing complex transactions in record time. We’ve facilitated over $645 million in closed loans since our inception and manage $320 million in assets.
Our team works closely with borrowers to understand their unique needs and provide tailored financing options, supporting growth and investment in commercial real estate projects.
We provide bridge loans, conventional loans, and SBA 504 loans to businesses and investors across the United States.
BLC Lending distinguishes itself through its streamlined processes, expert guidance, and commitment to delivering flexible financing solutions, often completing complex transactions in record time. We’ve facilitated over $645 million in closed loans since our inception and manage $320 million in assets.
Our team works closely with borrowers to understand their unique needs and provide tailored financing options, supporting growth and investment in commercial real estate projects.
Financial Services
Finance
inSOURCE Financial Advisors is a Lincoln, Nebraska-based financial advisory firm specializing in retirement, succession, and business benefits solutions. We partner with clients across diverse industries, providing independent, skilled professional advice to help them achieve their financial goals. Our approach centers on building long-lasting relationships based on trust and a commitment to ethical and industry-leading standards.
Founded in 1999 by James Christensen Jr., inSOURCE began as a single-person operation selling insurance from his car. Over the decades, we’ve grown to a team of 80 financial professionals across 13 states, driven by a core mission: to deliver the best financial outcomes, transparent costs, and total peace of mind to our clients.
From humble beginnings to our current position as a leading financial advisory firm, inSOURCE remains dedicated to serving clients wherever they are – whether it’s a farmhouse table, a factory break room, or a corporate boardroom. We’re proud of our legacy of providing exceptional service and building enduring partnerships. We are committed to providing the best financial outcomes, transparent costs, and total confidence about their financial planning.
Founded in 1999 by James Christensen Jr., inSOURCE began as a single-person operation selling insurance from his car. Over the decades, we’ve grown to a team of 80 financial professionals across 13 states, driven by a core mission: to deliver the best financial outcomes, transparent costs, and total peace of mind to our clients.
From humble beginnings to our current position as a leading financial advisory firm, inSOURCE remains dedicated to serving clients wherever they are – whether it’s a farmhouse table, a factory break room, or a corporate boardroom. We’re proud of our legacy of providing exceptional service and building enduring partnerships. We are committed to providing the best financial outcomes, transparent costs, and total confidence about their financial planning.
Financial Services
Finance
Progressive Debt Relief is a Florida-based debt settlement agency dedicated to helping individuals overcome unsecured debt, including payday loans. For almost 18 years, we’ve focused on providing transparent and compliant debt relief solutions, empowering clients to regain control of their finances.
We understand that facing debt can be overwhelming. Our experienced counselors offer personalized assessments, helping you understand your options and make informed decisions. We prioritize client education, budget awareness, and a collaborative approach to debt resolution.
Unlike many debt settlement companies, Progressive Debt Relief charges no upfront fees. Our commitment is to work tirelessly on your behalf, negotiating with creditors to reduce your outstanding balances. We are registered with the DFPI Under CCFPL - Registration Number 01-CCFPL-1635084-3481660. NMLS ID 1635084. C.P.D Reg. No. T.S 12-03825. We are not a credit services organization and do not guarantee specific outcomes. Please review all program materials prior to enrollment.
We understand that facing debt can be overwhelming. Our experienced counselors offer personalized assessments, helping you understand your options and make informed decisions. We prioritize client education, budget awareness, and a collaborative approach to debt resolution.
Unlike many debt settlement companies, Progressive Debt Relief charges no upfront fees. Our commitment is to work tirelessly on your behalf, negotiating with creditors to reduce your outstanding balances. We are registered with the DFPI Under CCFPL - Registration Number 01-CCFPL-1635084-3481660. NMLS ID 1635084. C.P.D Reg. No. T.S 12-03825. We are not a credit services organization and do not guarantee specific outcomes. Please review all program materials prior to enrollment.
Financial Services
Finance
Dispu is an Orlando, Florida-based chargeback intelligence and dispute management platform specializing in helping payment service providers, acquiring banks, and merchants operating in high-volume environments.
Dispu protects revenue by reducing chargeback ratios and safeguarding merchant accounts. We provide a full suite of tools to fight fraud and limit chargeback exposure, offering real-time protection against costly chargebacks.
What sets Dispu apart is our automated prevention engine, which combines real-time network integrations, automated workflows, and advanced dispute analytics to automatically resolve alerts, refund fraud attempts, and submit full issuer-grade evidence packages. Our revenue stabilized within the first two billing cycles for many of our clients. We’ve helped over 500+ happy users rely on Dispu for chargeback assistance. Trusted by 300+ brands, our platform insights at a glance include over 0 high-risk BINs monitored in real time, 0% alert resolution automation accuracy, and +0 integrations supported across processors & networks.
Dispu protects revenue by reducing chargeback ratios and safeguarding merchant accounts. We provide a full suite of tools to fight fraud and limit chargeback exposure, offering real-time protection against costly chargebacks.
What sets Dispu apart is our automated prevention engine, which combines real-time network integrations, automated workflows, and advanced dispute analytics to automatically resolve alerts, refund fraud attempts, and submit full issuer-grade evidence packages. Our revenue stabilized within the first two billing cycles for many of our clients. We’ve helped over 500+ happy users rely on Dispu for chargeback assistance. Trusted by 300+ brands, our platform insights at a glance include over 0 high-risk BINs monitored in real time, 0% alert resolution automation accuracy, and +0 integrations supported across processors & networks.
Financial Services
Finance
Fieldman is a California-based municipal advisory firm providing independent financial counseling to public agencies across the Western United States.
For over 60 years, we’ve built a reputation for delivering practical approaches and effective solutions to complex financing scenarios. We specialize in supporting cities, counties, school districts, transportation authorities, utilities, and water agencies with their bond financing needs, including continuing disclosure and aftermarket services.
Our team of seasoned professionals, many holding the more rigorous Series 54 Principal Exam, combines financial analysis with business management expertise, offering a diverse perspective and strategic insights. We are committed to building enduring relationships and delivering lasting value to our clients.
As an employee-owned firm, Fieldman prioritizes long-term thinking and accountability, ensuring we can consistently support our clients and communities.
For over 60 years, we’ve built a reputation for delivering practical approaches and effective solutions to complex financing scenarios. We specialize in supporting cities, counties, school districts, transportation authorities, utilities, and water agencies with their bond financing needs, including continuing disclosure and aftermarket services.
Our team of seasoned professionals, many holding the more rigorous Series 54 Principal Exam, combines financial analysis with business management expertise, offering a diverse perspective and strategic insights. We are committed to building enduring relationships and delivering lasting value to our clients.
As an employee-owned firm, Fieldman prioritizes long-term thinking and accountability, ensuring we can consistently support our clients and communities.
Financial Services
Finance
Von Payments is a US-based payment processing platform, specializing in connecting businesses with a robust network of tier-1 acquirers.
We empower businesses, particularly those in high-growth verticals like subscription services and DTC supplements, to streamline their payment workflows and maximize approval rates. Our core offering, VERA, facilitates rapid onboarding through conversational AI, eliminating traditional, time-consuming application processes.
What sets Von Payments apart is our commitment to orchestration and tokenization – VORA dynamically routes transactions across multiple acquirers, leveraging network tokens to ensure card validity even through reissues, and lifecycle management to minimize declined transactions. We provide a single integration for global reach, supporting diverse payment rails and facilitating seamless expansion into new markets.
Founded in 2021 and currently employing 6-50 people, Von Payments is dedicated to delivering a modern, efficient, and reliable payment solution, backed by 99.99% uptime and a focus on continuous innovation.
We empower businesses, particularly those in high-growth verticals like subscription services and DTC supplements, to streamline their payment workflows and maximize approval rates. Our core offering, VERA, facilitates rapid onboarding through conversational AI, eliminating traditional, time-consuming application processes.
What sets Von Payments apart is our commitment to orchestration and tokenization – VORA dynamically routes transactions across multiple acquirers, leveraging network tokens to ensure card validity even through reissues, and lifecycle management to minimize declined transactions. We provide a single integration for global reach, supporting diverse payment rails and facilitating seamless expansion into new markets.
Founded in 2021 and currently employing 6-50 people, Von Payments is dedicated to delivering a modern, efficient, and reliable payment solution, backed by 99.99% uptime and a focus on continuous innovation.
Financial Services
Finance
Sub-Four is a leading venture capital firm based in Irvine, California, specializing in growth capital and buyout opportunities.
We focus on identifying and investing in high-potential companies across various sectors, mirroring the pioneering spirit of Roger Bannister, who shattered a seemingly impossible barrier. Just as he challenged conventional wisdom, we seek out and support businesses that are pushing boundaries and redefining what’s possible.
Our approach centers on strategic partnerships and deep industry expertise, providing the resources and guidance needed to scale and achieve significant growth. We are dedicated to helping entrepreneurs achieve their vision and build lasting success.
Founded in 2018, Sub-Four Capital has quickly established a reputation for insightful investment decisions and a commitment to fostering innovation. We operate through a network of affiliated companies, including Sub-Four Capital Advisers and Sub-Four Capital Management, each contributing unique capabilities to our overall strategy.
We focus on identifying and investing in high-potential companies across various sectors, mirroring the pioneering spirit of Roger Bannister, who shattered a seemingly impossible barrier. Just as he challenged conventional wisdom, we seek out and support businesses that are pushing boundaries and redefining what’s possible.
Our approach centers on strategic partnerships and deep industry expertise, providing the resources and guidance needed to scale and achieve significant growth. We are dedicated to helping entrepreneurs achieve their vision and build lasting success.
Founded in 2018, Sub-Four Capital has quickly established a reputation for insightful investment decisions and a commitment to fostering innovation. We operate through a network of affiliated companies, including Sub-Four Capital Advisers and Sub-Four Capital Management, each contributing unique capabilities to our overall strategy.
Financial Services
Finance
Merritt Point Wealth Advisors is a Connecticut-based wealth management firm specializing in modern investment strategies for high-net-worth individuals, families, and business owners.
We provide a client-centric approach, combining decades of investment experience with cutting-edge fintech to deliver tailored solutions. Our team of experienced advisors focuses on building long-term relationships and achieving your unique financial goals.
Merritt Point Wealth Advisors differentiates itself through a commitment to collaboration, technological innovation, and a dedication to exceeding client expectations. We offer a range of services, including ultra-high-net-worth planning, tax-efficient investing, and alternative investments, all designed to help you navigate the complexities of wealth management.
Founded in 2019, Merritt Point Wealth Advisors has quickly gained recognition for its commitment to excellence, as evidenced by being named a Forbes 2026 Top Wealth Advisor Best-In-State for Connecticut and an AdvisorHub Advisors to Watch in 2025. We are proud to serve clients across the Northeast and beyond.
We provide a client-centric approach, combining decades of investment experience with cutting-edge fintech to deliver tailored solutions. Our team of experienced advisors focuses on building long-term relationships and achieving your unique financial goals.
Merritt Point Wealth Advisors differentiates itself through a commitment to collaboration, technological innovation, and a dedication to exceeding client expectations. We offer a range of services, including ultra-high-net-worth planning, tax-efficient investing, and alternative investments, all designed to help you navigate the complexities of wealth management.
Founded in 2019, Merritt Point Wealth Advisors has quickly gained recognition for its commitment to excellence, as evidenced by being named a Forbes 2026 Top Wealth Advisor Best-In-State for Connecticut and an AdvisorHub Advisors to Watch in 2025. We are proud to serve clients across the Northeast and beyond.
Financial Services
Finance
Cook Inlet Lending Center is an Anchorage, Alaska-based Community Development Financial Institution (CDFI) dedicated to expanding homeownership opportunities for underserved communities.
We provide accessible home financing solutions, including HUD 184 loans, to individuals and families across Alaska, regardless of race, nationality, or income. Our services encompass comprehensive homeownership counseling and a streamlined online application process, making the dream of homeownership a reality for more people.
As a wholly owned subsidiary of the Cook Inlet Housing Authority, we leverage a diverse funding base – including grants from Wells Fargo and the NACA CDFI Fund, as well as loans from the Alaska Housing Finance Corporation and Bank2 – to support our mission of fostering economic stability and community growth. We currently employ 16 people and have been serving the community since 2001.
We provide accessible home financing solutions, including HUD 184 loans, to individuals and families across Alaska, regardless of race, nationality, or income. Our services encompass comprehensive homeownership counseling and a streamlined online application process, making the dream of homeownership a reality for more people.
As a wholly owned subsidiary of the Cook Inlet Housing Authority, we leverage a diverse funding base – including grants from Wells Fargo and the NACA CDFI Fund, as well as loans from the Alaska Housing Finance Corporation and Bank2 – to support our mission of fostering economic stability and community growth. We currently employ 16 people and have been serving the community since 2001.
Financial Services
Finance
TrustCard is a California-based fintech company revolutionizing alternative investment liquidity.
We provide a white-label securities-backed lending platform that empowers Registered Investment Advisors (RIAs), Alternative Investment Funds (ALTs), and High-Net-Worth Individuals (HNWIs) to unlock liquidity without selling long-term holdings.
TrustCard’s innovative approach offers frictionless liquidity, financial flexibility, and cost-effective solutions, enabling clients to meet financial obligations, seize investment opportunities, and secure their financial futures. We’re committed to elevating the wealth management experience and fostering lasting client relationships.
Founded in 2022, TrustCard is rapidly expanding its reach and impact, partnering with leading firms to deliver unparalleled liquidity solutions.
We provide a white-label securities-backed lending platform that empowers Registered Investment Advisors (RIAs), Alternative Investment Funds (ALTs), and High-Net-Worth Individuals (HNWIs) to unlock liquidity without selling long-term holdings.
TrustCard’s innovative approach offers frictionless liquidity, financial flexibility, and cost-effective solutions, enabling clients to meet financial obligations, seize investment opportunities, and secure their financial futures. We’re committed to elevating the wealth management experience and fostering lasting client relationships.
Founded in 2022, TrustCard is rapidly expanding its reach and impact, partnering with leading firms to deliver unparalleled liquidity solutions.
Financial Services
Finance
MY HOME MORTGAGE COMPANY is a leading mortgage lender based in Orlando, Florida, specializing in providing tailored mortgage solutions to individuals and families.
We help Florida residents achieve their homeownership goals by offering competitive rates, transparent fees, and a streamlined application process. Our focus is on delivering exceptional customer service and building long-term relationships with our clients, builders, and real estate partners.
As a mortgage company, we pride ourselves on our commitment to integrity, customer focus, and excellence. We are dedicated to simplifying the mortgage journey and ensuring a positive experience for every borrower. We work with a wide range of loan products, including conventional, FHA, and VA loans, catering to diverse financial needs.
Founded in 2017, MY HOME MORTGAGE COMPANY has quickly established a reputation for reliability and expertise within the Central Florida market. We are committed to supporting the local community and contributing to the growth of the housing sector.
We help Florida residents achieve their homeownership goals by offering competitive rates, transparent fees, and a streamlined application process. Our focus is on delivering exceptional customer service and building long-term relationships with our clients, builders, and real estate partners.
As a mortgage company, we pride ourselves on our commitment to integrity, customer focus, and excellence. We are dedicated to simplifying the mortgage journey and ensuring a positive experience for every borrower. We work with a wide range of loan products, including conventional, FHA, and VA loans, catering to diverse financial needs.
Founded in 2017, MY HOME MORTGAGE COMPANY has quickly established a reputation for reliability and expertise within the Central Florida market. We are committed to supporting the local community and contributing to the growth of the housing sector.
Financial Services
Finance
Unified Legacy Advisors is a Nebraska-based retirement and investment planning firm dedicated to helping clients achieve a ‘fearless’ retirement.
We specialize in guiding families through the complexities of retirement, focusing on five key areas: Income, Investments, Taxes, Healthcare, and Legacy. Our unique five-step process, the Retire Fearlessly GPS®, ensures a unified and secure financial future.
We work collaboratively with a team of experienced professionals, including CPAs and Estate Planning Attorneys, to develop customized plans tailored to each client’s individual needs and goals. We are an independent, boutique, high-end wealth planning firm focused on helping you live a life in retirement that is fearless.
Our commitment is to provide peace of mind and empower our clients to confidently pursue their passions in retirement. We offer comprehensive retirement and investment planning services, including Life Insurance Portfolio Analysis, Family Protection, and Business Solutions.
We specialize in guiding families through the complexities of retirement, focusing on five key areas: Income, Investments, Taxes, Healthcare, and Legacy. Our unique five-step process, the Retire Fearlessly GPS®, ensures a unified and secure financial future.
We work collaboratively with a team of experienced professionals, including CPAs and Estate Planning Attorneys, to develop customized plans tailored to each client’s individual needs and goals. We are an independent, boutique, high-end wealth planning firm focused on helping you live a life in retirement that is fearless.
Our commitment is to provide peace of mind and empower our clients to confidently pursue their passions in retirement. We offer comprehensive retirement and investment planning services, including Life Insurance Portfolio Analysis, Family Protection, and Business Solutions.
Financial Services
Finance
Scorenomics is a California-based behavioral analytics company specializing in revenue and profitability improvement for creditors.
We provide innovative tools like BeyondMyScore and BackOnTrack, leveraging advanced analytics to understand individual customer behavior and optimize financial relationships.
Scorenomics applies behavioral analytics to improve your revenue and profitability, offering a unique approach to collections and credit risk assessment. Our solutions are built on a foundation of data-driven insights, helping institutions make smarter decisions and enhance customer lifetime value.
Founded in 2012, Scorenomics has rapidly evolved to become a leader in applying behavioral science to financial services, with a team of experts dedicated to delivering measurable results.
We provide innovative tools like BeyondMyScore and BackOnTrack, leveraging advanced analytics to understand individual customer behavior and optimize financial relationships.
Scorenomics applies behavioral analytics to improve your revenue and profitability, offering a unique approach to collections and credit risk assessment. Our solutions are built on a foundation of data-driven insights, helping institutions make smarter decisions and enhance customer lifetime value.
Founded in 2012, Scorenomics has rapidly evolved to become a leader in applying behavioral science to financial services, with a team of experts dedicated to delivering measurable results.
Financial Services
Finance
Account Receivable Management, Inc. is a leading revenue cycle management and B2B collections specialist based in Orlando, Florida. We help healthcare providers and businesses optimize their accounts receivable processes, reducing bad debt and improving cash flow.
Our team of experienced professionals provides comprehensive solutions, including physician revenue-cycle management, B2B billing & collections, medical coding, and ICD-10 assessment and remediation. We specialize in streamlining complex billing workflows and ensuring accurate claim submissions.
At ARMI Consulting, we focus on delivering measurable results through meticulous attention to detail and a proactive approach to collections. We’re dedicated to supporting our clients’ financial health and operational efficiency.
Founded in 2004, ARMI Consulting has grown to serve a diverse range of clients across various industries, consistently exceeding expectations and building long-term partnerships. We are committed to providing exceptional service and driving significant value for our clients.
Our team of experienced professionals provides comprehensive solutions, including physician revenue-cycle management, B2B billing & collections, medical coding, and ICD-10 assessment and remediation. We specialize in streamlining complex billing workflows and ensuring accurate claim submissions.
At ARMI Consulting, we focus on delivering measurable results through meticulous attention to detail and a proactive approach to collections. We’re dedicated to supporting our clients’ financial health and operational efficiency.
Founded in 2004, ARMI Consulting has grown to serve a diverse range of clients across various industries, consistently exceeding expectations and building long-term partnerships. We are committed to providing exceptional service and driving significant value for our clients.
Financial Services
Finance
Rivery Capital is a strategic management company based in Plano, Texas, specializing in capital markets and oil & gas brokerage.
At the core of Rivery Capital’s operations are its dedicated real estate, energy, and film investment platforms – each designed to deliver exceptional outcomes for partners through thoughtful structuring, disciplined management, and deep industry expertise.
Founded by Cody Davis and Jeff Novak, Rivery Capital leverages a pioneering spirit and a collaborative approach, uniting the strengths of its affiliate companies – including Oil & Gas Asset Clearinghouse, Ridge Oil & Gas, Novak Commercial Development, and Novak Capital – to transform market insight into lasting success across multiple asset classes.
Rivery Capital’s marketplace offers an experience rooted in trust and performance, delivering clarity, efficiency, and value in every transaction.
At the core of Rivery Capital’s operations are its dedicated real estate, energy, and film investment platforms – each designed to deliver exceptional outcomes for partners through thoughtful structuring, disciplined management, and deep industry expertise.
Founded by Cody Davis and Jeff Novak, Rivery Capital leverages a pioneering spirit and a collaborative approach, uniting the strengths of its affiliate companies – including Oil & Gas Asset Clearinghouse, Ridge Oil & Gas, Novak Commercial Development, and Novak Capital – to transform market insight into lasting success across multiple asset classes.
Rivery Capital’s marketplace offers an experience rooted in trust and performance, delivering clarity, efficiency, and value in every transaction.
Financial Services
Finance
GTX is a US-based electronic FX trading and execution platform provider, specializing in anonymous trading solutions for institutional clients.
We connect institutional FX market participants with deep, aggregated liquidity through our hybrid electronic-voice ecosystem. This includes our flagship ECN, which supports multilateral and bilateral trading models, alongside a voice desk offering agency execution for all G30 currencies.
GTX’s solutions streamline FX trading operations, offering central clearing hubs and flexible access options via direct bank credit and prime brokerage arrangements. We empower firms to achieve greater efficiency and transparency in their FX trading strategies.
Founded in 2010, GTX has grown to serve a global client base, providing a robust and adaptable platform for navigating the complexities of the FX market.
We connect institutional FX market participants with deep, aggregated liquidity through our hybrid electronic-voice ecosystem. This includes our flagship ECN, which supports multilateral and bilateral trading models, alongside a voice desk offering agency execution for all G30 currencies.
GTX’s solutions streamline FX trading operations, offering central clearing hubs and flexible access options via direct bank credit and prime brokerage arrangements. We empower firms to achieve greater efficiency and transparency in their FX trading strategies.
Founded in 2010, GTX has grown to serve a global client base, providing a robust and adaptable platform for navigating the complexities of the FX market.
Financial Services
Finance
University of Nebraska Federal Credit Union is a Lincoln, Nebraska-based financial institution dedicated to serving the needs of the University of Nebraska–Lincoln community and its alumni. Founded in 1937 by seven faculty members, NUFCU has grown to over 11,100 members and $100 million in assets, offering a comprehensive suite of financial services.
We provide a wide range of loan products, including auto loans, home equity loans, personal loans, and credit cards, all designed to support our members’ financial goals. Our commitment to exceptional customer service and competitive rates makes us a trusted partner for students, faculty, staff, alumni, and volunteers across the University of Nebraska system.
NUFCU’s history is deeply rooted in the University of Nebraska community, with branches located in Lincoln, Kearney, and a drive-thru office in Lincoln. We are proud to be a top-rated Nebraska federal credit union, consistently recognized for our dedication to member satisfaction and financial well-being. We are also an Equal Housing Lender and Federally insured by NCUA.
We provide a wide range of loan products, including auto loans, home equity loans, personal loans, and credit cards, all designed to support our members’ financial goals. Our commitment to exceptional customer service and competitive rates makes us a trusted partner for students, faculty, staff, alumni, and volunteers across the University of Nebraska system.
NUFCU’s history is deeply rooted in the University of Nebraska community, with branches located in Lincoln, Kearney, and a drive-thru office in Lincoln. We are proud to be a top-rated Nebraska federal credit union, consistently recognized for our dedication to member satisfaction and financial well-being. We are also an Equal Housing Lender and Federally insured by NCUA.
Financial Services
Finance
NIM Retirement Group is a US-based financial advisory firm specializing in retirement planning and wealth preservation, located in Irvine, California.
We empower individuals and families to achieve financial peace of mind in retirement by crafting personalized strategies that mitigate tax liabilities, optimize portfolio performance, and safeguard their assets against various risks.
Our proprietary retirement planning system combines proactive tax management, sophisticated portfolio optimization, and comprehensive wealth preservation techniques. We are committed to providing a holistic approach, supported by a dedicated team of experienced professionals, including CPAs, financial advisors, and educators.
At NIM Retirement Group, we believe in giving back to the community, supporting children’s health and education through partnerships with organizations like Children’s Miracle Network Hospitals and Hillbrook School. We strive to create a circle of life where future generations thrive.
We empower individuals and families to achieve financial peace of mind in retirement by crafting personalized strategies that mitigate tax liabilities, optimize portfolio performance, and safeguard their assets against various risks.
Our proprietary retirement planning system combines proactive tax management, sophisticated portfolio optimization, and comprehensive wealth preservation techniques. We are committed to providing a holistic approach, supported by a dedicated team of experienced professionals, including CPAs, financial advisors, and educators.
At NIM Retirement Group, we believe in giving back to the community, supporting children’s health and education through partnerships with organizations like Children’s Miracle Network Hospitals and Hillbrook School. We strive to create a circle of life where future generations thrive.
Financial Services
Finance
AFS Flooring is a California-based floor plan financing company specializing in short and long-term auto dealer financing.
We support independent California auto dealers by providing access to $75,000 to $2.5 million in floor plan financing, with rapid 48-hour approvals and flexible terms.
AFS Flooring streamlines the financing process for dealerships, offering dedicated service and a wide network of over 1,000 auctions and inventory sources. We are committed to your success in the automotive industry.
Founded in 2011, AFS Flooring currently employs 8-50 people and operates from its headquarters in Irvine, California.
We support independent California auto dealers by providing access to $75,000 to $2.5 million in floor plan financing, with rapid 48-hour approvals and flexible terms.
AFS Flooring streamlines the financing process for dealerships, offering dedicated service and a wide network of over 1,000 auctions and inventory sources. We are committed to your success in the automotive industry.
Founded in 2011, AFS Flooring currently employs 8-50 people and operates from its headquarters in Irvine, California.
Financial Services
Finance
SLP Wealth is a fiduciary financial planning firm based in Durham, North Carolina, specializing in helping physicians, dentists, veterinarians, nurses, corporate professionals, and other high-earning individuals strategically manage their finances and achieve financial freedom, particularly by tackling student loan debt.
We understand the unique financial challenges faced by these professionals – often burdened with significant student loan balances – and provide tailored, profession-specific financial planning solutions. Our approach focuses on cash flow management, insurance advice, investment management, retirement savings, and student loan strategies, all designed to help our clients build a life beyond student loans and achieve their long-term goals.
SLP Wealth has already assisted clients with over $5.2 billion in student loan debt, projecting savings of $1.8 billion. We are committed to providing accessible, transparent, and personalized financial guidance, empowering our clients to take control of their financial futures and live more fulfilling lives. We are a team of experienced financial advisors, including CFAs®, CFPs®, and CSLPs®, dedicated to delivering exceptional service and results.
We understand the unique financial challenges faced by these professionals – often burdened with significant student loan balances – and provide tailored, profession-specific financial planning solutions. Our approach focuses on cash flow management, insurance advice, investment management, retirement savings, and student loan strategies, all designed to help our clients build a life beyond student loans and achieve their long-term goals.
SLP Wealth has already assisted clients with over $5.2 billion in student loan debt, projecting savings of $1.8 billion. We are committed to providing accessible, transparent, and personalized financial guidance, empowering our clients to take control of their financial futures and live more fulfilling lives. We are a team of experienced financial advisors, including CFAs®, CFPs®, and CSLPs®, dedicated to delivering exceptional service and results.
Financial Services
Finance
Cooper McManus is a trusted wealth management firm based in Irvine, California, dedicated to providing personalized financial planning services to individuals and families.
We understand that financial planning is more than just numbers; it’s about understanding your dreams and aspirations for a fulfilling life. Our approach begins with a deep dive into your personal circumstances, values, and goals – going beyond traditional financial analysis to uncover your true priorities.
Cooper McManus distinguishes itself through a holistic, relationship-focused approach, combining decades of experience with a commitment to building long-term trust. We offer a comprehensive suite of services, including retirement planning, investment management, estate planning, and tax strategies, all tailored to your unique needs. We are a Registered Investment Advisory Firm, and our team collectively brings over 135 years of experience to the table, ensuring you receive expert guidance every step of the way.
We are committed to providing minimal hassle and maximum results, helping you navigate life’s transitions with confidence.
We understand that financial planning is more than just numbers; it’s about understanding your dreams and aspirations for a fulfilling life. Our approach begins with a deep dive into your personal circumstances, values, and goals – going beyond traditional financial analysis to uncover your true priorities.
Cooper McManus distinguishes itself through a holistic, relationship-focused approach, combining decades of experience with a commitment to building long-term trust. We offer a comprehensive suite of services, including retirement planning, investment management, estate planning, and tax strategies, all tailored to your unique needs. We are a Registered Investment Advisory Firm, and our team collectively brings over 135 years of experience to the table, ensuring you receive expert guidance every step of the way.
We are committed to providing minimal hassle and maximum results, helping you navigate life’s transitions with confidence.
Financial Services
Finance
Company Name | Location | Category | Employees | Website |
|---|---|---|---|---|
Jerrsey City, United States (US) | Finance and Banking Finance and Banking | 30-50 | http://www.sumridge.com | |
Raleigh, United States (US) | Finance and Banking Finance and Banking | 10-20 | https://www.purewealthstrategies.com/ | |
Toledo, United States (US) | Finance and Banking Finance and Banking | 10-20 | http://croakcapital.com | |
Fort Wayne, United States (US) | Finance and Banking Finance and Banking | 30-50 | http://summit.nm.com | |
Irvine, United States (US) | Finance and Banking Finance and Banking | 20-30 | https://www.oy6capital.com/ | |
Irvine, United States (US) | Finance and Banking Finance and Banking | 10-20 | https://www.springboardauto.com | |
Orlando, United States (US) | Finance and Banking Finance and Banking | 10-20 | https://xisfo.com/ | |
Irvine, United States (US) | Finance and Banking Finance and Banking | 10-20 | http://www.force10partners.com | |
Balneário Camboriú, Brazil | Finance and Banking Finance and Banking | 30-50 | http://www.wtmdobrasil.com | |
Orlando, United States (US) | Finance and Banking Finance and Banking | 20-30 | https://bluevellamortgage.com/ | |
st Petersburg, United States (US) | Finance and Banking Finance and Banking | 10-20 | https://nafexfinance.com/home/ | |
Boise, United States (US) | Finance and Banking Finance and Banking | 30-50 | http://www.trugrocer.com | |
Durham, United States (US) | Finance and Banking Finance and Banking | 10-20 | https://creekstonecapitalsolutions.com | |
Wellesley, United States (US) | Finance and Banking Finance and Banking | 10-20 | https://www.thefinaca.com/ | |
Lincoln, United States (US) | Finance and Banking Finance and Banking | 30-50 | http://unlbric.com | |
Irvine, United States (US) | Finance and Banking Finance and Banking | 30-50 | http://www.zipcapitalgroup.com | |
Irvine, United States (US) | Finance and Banking Finance and Banking | 10-20 | http://bmlwealth.net/index.php | |
Greensboro, United States (US) | Finance and Banking Finance and Banking | 20-30 | http://www.piedmonttrust.com | |
Lincoln, United States (US) | Finance and Banking Finance and Banking | 10-20 | https://www.nest529advisor.com/home.html | |
Batavia, United States (US) | Finance and Banking Finance and Banking | 10-20 | https://www.assetiqllc.com/ | |
Fayetteville, United States (US) | Finance and Banking Finance and Banking | 10-20 | http://www.thecabanagroup.com | |
Orlando, United States (US) | Finance and Banking Finance and Banking | 10-20 | http://signaturewa.com | |
Irvine, United States (US) | Finance and Banking Finance and Banking | 30-50 | https://suttersecurities.com/ | |
Irvine, United States (US) | Finance and Banking Finance and Banking | 20-30 | https://liberty1financial.com/ | |
St Petersburg, United States (US) | Finance and Banking Finance and Banking | 10-20 | https://fintechcreditinc.com/ | |
The Woodlands, United States (US) | Finance and Banking Finance and Banking | 10-20 | https://rcxcapitalgroup.com/ | |
Saratoga Springs, United States (US) | Finance and Banking Finance and Banking | 20-30 | https://www.eticofinancial.com | |
Durham, United States (US) | Finance and Banking Finance and Banking | 10-20 | http://www.silverbackasset.com | |
Orlando, United States (US) | Finance and Banking Finance and Banking | 10-20 | http://www.stonebridgefpg.com | |
Irvine, United States (US) | Finance and Banking Finance and Banking | 10-20 | http://www.blclending.com | |
Lincoln, United States (US) | Finance and Banking Finance and Banking | 10-20 | http://www.insourcecentral.com/ | |
Orlando, United States (US) | Finance and Banking Finance and Banking | 20-30 | http://www.progressivedebtrelief.com | |
Orlando, United States (US) | Finance and Banking Finance and Banking | 10-20 | https://dispu.com | |
Irvine, United States (US) | Finance and Banking Finance and Banking | 20-30 | http://www.fieldman.com | |
Irvine, United States (US) | Finance and Banking Finance and Banking | 10-20 | http://www.vonpayments.com | |
Irvine, United States (US) | Finance and Banking Finance and Banking | 10-20 | http://www.sub-four.com | |
Old Greenwich, United States (US) | Finance and Banking Finance and Banking | 20-30 | http://www.merrittpointwealthadvisors.com | |
Anchorage, United States (US) | Finance and Banking Finance and Banking | 10-20 | https://cookinletlending.poplme.co/cookinletlending | |
Irvine, United States (US) | Finance and Banking Finance and Banking | 10-20 | https://www.usetrustcard.com | |
Orlando, United States (US) | Finance and Banking Finance and Banking | 10-20 | https://www.mhmcfl.com/ | |
Omaha, United States (US) | Finance and Banking Finance and Banking | 10-20 | https://www.unifiedlegacyadvisors.com/ | |
Irvine, United States (US) | Finance and Banking Finance and Banking | 10-20 | http://www.revolutioncredit.com | |
Orlando, United States (US) | Finance and Banking Finance and Banking | 20-30 | http://www.armiconsulting.com | |
Plano, United States (US) | Finance and Banking Finance and Banking | 10-20 | http://www.riverycapital.com | |
Bedminster, United States (US) | Finance and Banking Finance and Banking | 30-50 | http://www.gaingtx.com | |
Lincoln, United States (US) | Finance and Banking Finance and Banking | 30-50 | http://www.nufcu.org | |
Irvine, United States (US) | Finance and Banking Finance and Banking | 10-20 | http://nimretirementgroup.com | |
Irvine, United States (US) | Finance and Banking Finance and Banking | 10-20 | http://www.useafs.com | |
Durham, United States (US) | Finance and Banking Finance and Banking | 20-30 | http://www.slpwealth.com | |
Irvine, United States (US) | Finance and Banking Finance and Banking | 10-20 | http://www.coopermcmanus.com |
1850/2,776 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.