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
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StreamHomeLoan.com is a leading California mortgage broker, dedicated to streamlining the home financing process for clients seeking to purchase, refinance, or secure home equity loans. Based in Irvine, California, we provide a fast, flexible, and reliable service, backed by over 15 years of mortgage lending experience.
We prioritize the needs of our clients, offering a short loan application and leveraging the expertise of our Loan Advisors to navigate the complexities of the mortgage market. Our commitment to speed – with industry-leading closing times – combined with our flexible approach and competitive rates, ensures a hassle-free experience.
At StreamHomeLoan.com, we pride ourselves on building trust with our clients, providing secure information handling and expert guidance every step of the way. We’re a trusted partner for thousands of individuals seeking to achieve their real estate goals. Real Estate Financing
We prioritize the needs of our clients, offering a short loan application and leveraging the expertise of our Loan Advisors to navigate the complexities of the mortgage market. Our commitment to speed – with industry-leading closing times – combined with our flexible approach and competitive rates, ensures a hassle-free experience.
At StreamHomeLoan.com, we pride ourselves on building trust with our clients, providing secure information handling and expert guidance every step of the way. We’re a trusted partner for thousands of individuals seeking to achieve their real estate goals. Real Estate Financing
Financial Services
Finance
GALOSI is a profit recovery firm based in Plano, Texas, specializing in financial services and dedicated to helping businesses reclaim lost revenue.
Since 2001, GALOSI has been meticulously reviewing Accounts Payable and Purchasing transactions, identifying discrepancies and inefficiencies that often lead to significant financial losses. Our team of experienced analysts and IT professionals utilizes a unique software system to reconstruct transaction records and uncover hidden profits.
We focus on providing a comprehensive service to organizations across various industries, including those in the financial sector, seeking to optimize their financial processes and maximize their bottom line. We are committed to delivering accurate and actionable insights, empowering our clients to make informed decisions and recover lost funds.
GALOSI’s commitment to precision and detail has established us as a trusted partner for businesses seeking to improve their financial controls and safeguard their assets.
Since 2001, GALOSI has been meticulously reviewing Accounts Payable and Purchasing transactions, identifying discrepancies and inefficiencies that often lead to significant financial losses. Our team of experienced analysts and IT professionals utilizes a unique software system to reconstruct transaction records and uncover hidden profits.
We focus on providing a comprehensive service to organizations across various industries, including those in the financial sector, seeking to optimize their financial processes and maximize their bottom line. We are committed to delivering accurate and actionable insights, empowering our clients to make informed decisions and recover lost funds.
GALOSI’s commitment to precision and detail has established us as a trusted partner for businesses seeking to improve their financial controls and safeguard their assets.
Financial Services
Finance
Adams Life Brokerage Insurance Marketing is a Plano, Texas-based insurance marketing firm specializing in providing lead programs and resources to financial professionals.
We empower independent agents and brokers to grow their businesses by offering a comprehensive suite of tools, including lead programs, direct mail campaigns, and agent surveys. Our goal is to simplify the process of acquiring new clients and retaining existing ones, allowing our partners to focus on building strong relationships and achieving their financial goals.
At ALB, we pride ourselves on delivering high-quality leads and pre-set appointments at cost, supporting sustainable growth and profitability for our clients. We are committed to providing exceptional service and resources to the financial services industry.
Founded in 1998, Adams Life Brokerage Insurance Marketing has a long history of supporting financial professionals and remains dedicated to innovation and customer satisfaction.
We empower independent agents and brokers to grow their businesses by offering a comprehensive suite of tools, including lead programs, direct mail campaigns, and agent surveys. Our goal is to simplify the process of acquiring new clients and retaining existing ones, allowing our partners to focus on building strong relationships and achieving their financial goals.
At ALB, we pride ourselves on delivering high-quality leads and pre-set appointments at cost, supporting sustainable growth and profitability for our clients. We are committed to providing exceptional service and resources to the financial services industry.
Founded in 1998, Adams Life Brokerage Insurance Marketing has a long history of supporting financial professionals and remains dedicated to innovation and customer satisfaction.
Financial Services
Finance
Pacific Financial Group is a leading investment platform and asset management firm based in Irvine, California.
We provide comprehensive solutions to financial professionals and institutions, encompassing turn-key investment platforms, funds management, and sophisticated analytics.
Pacific Financial Group distinguishes itself through a unique blend of institutional and retail investment expertise, delivering custom financial strategies tailored to meet the specific needs of our clients. We support investors and financial advisors seeking robust, integrated tools and data-driven insights.
Founded in 2007, we’ve grown to serve a diverse client base with a dedicated team of specialists.
We provide comprehensive solutions to financial professionals and institutions, encompassing turn-key investment platforms, funds management, and sophisticated analytics.
Pacific Financial Group distinguishes itself through a unique blend of institutional and retail investment expertise, delivering custom financial strategies tailored to meet the specific needs of our clients. We support investors and financial advisors seeking robust, integrated tools and data-driven insights.
Founded in 2007, we’ve grown to serve a diverse client base with a dedicated team of specialists.
Financial Services
Finance
Opus Financial Partners is a leading mergers and acquisitions advisory firm based in Irvine, California, serving middle market companies across the United States.
We specialize in providing comprehensive financial advisory services, including M&A advisory, capital advisory, and financial advisory, to support our clients through every stage of their business lifecycle. Our expertise spans the full range of M&A activities, from sell-side and buy-side engagements to strategic advice for Boards of Directors.
As a wholly-owned subsidiary of Opus Bank, we leverage a strong foundation of capital markets knowledge and a commitment to building lasting client relationships. We are dedicated to delivering exceptional results and exceeding client expectations, providing tailored solutions for private placements, debt financing, and equity offerings. We are a member of FINRA and SIPC.
We specialize in providing comprehensive financial advisory services, including M&A advisory, capital advisory, and financial advisory, to support our clients through every stage of their business lifecycle. Our expertise spans the full range of M&A activities, from sell-side and buy-side engagements to strategic advice for Boards of Directors.
As a wholly-owned subsidiary of Opus Bank, we leverage a strong foundation of capital markets knowledge and a commitment to building lasting client relationships. We are dedicated to delivering exceptional results and exceeding client expectations, providing tailored solutions for private placements, debt financing, and equity offerings. We are a member of FINRA and SIPC.
Financial Services
Finance
StoneKimbro is a Los Angeles-based financial solutions group specializing in retirement, investment, and estate planning services for individuals, businesses, and non-profits.
We serve clients seeking comprehensive financial guidance, including business succession planning, tax-smart strategies, and wealth protection.
StoneKimbro distinguishes itself through its Lifecycle Advisory Team, comprised of experienced specialists who collaborate to create integrated financial plans that address diverse needs – from retirement readiness to legacy building. Our approach combines decades of collective expertise with a commitment to socially responsible investing and ESG evaluation.
We are dedicated to helping our clients achieve their financial goals with clarity, confidence, and a focus on long-term security. StoneKimbro – Your complete financial future built wisely.
We serve clients seeking comprehensive financial guidance, including business succession planning, tax-smart strategies, and wealth protection.
StoneKimbro distinguishes itself through its Lifecycle Advisory Team, comprised of experienced specialists who collaborate to create integrated financial plans that address diverse needs – from retirement readiness to legacy building. Our approach combines decades of collective expertise with a commitment to socially responsible investing and ESG evaluation.
We are dedicated to helping our clients achieve their financial goals with clarity, confidence, and a focus on long-term security. StoneKimbro – Your complete financial future built wisely.
Financial Services
Finance
Guardian Financial Group is a leading provider of retirement planning and investment advisory services specifically designed for ministers and church leaders across the United States.
We specialize in maximizing housing allowances, establishing robust Church Retirement Plans, and developing personalized income strategies to ensure financial security throughout their careers.
Our approach centers on simplifying complex financial matters, providing peace of mind, and empowering ministers to focus on their core mission. We offer comprehensive solutions, including investment advisory, financial planning, and insurance, all delivered through Simplicity Wealth, LLC and Guardian Financial Group.
With a dedicated team and a commitment to exceptional service, we help these individuals and organizations build a secure financial future. We are committed to supporting those who dedicate their lives to service, providing tailored financial guidance and support.
Guardian Financial Group is a trusted partner for ministers and church leaders seeking expert financial planning.
We specialize in maximizing housing allowances, establishing robust Church Retirement Plans, and developing personalized income strategies to ensure financial security throughout their careers.
Our approach centers on simplifying complex financial matters, providing peace of mind, and empowering ministers to focus on their core mission. We offer comprehensive solutions, including investment advisory, financial planning, and insurance, all delivered through Simplicity Wealth, LLC and Guardian Financial Group.
With a dedicated team and a commitment to exceptional service, we help these individuals and organizations build a secure financial future. We are committed to supporting those who dedicate their lives to service, providing tailored financial guidance and support.
Guardian Financial Group is a trusted partner for ministers and church leaders seeking expert financial planning.
Financial Services
Finance
Lionsford LLC is a trusted advisor in commercial real estate finance and small business lending, based in Irvine, California.
We specialize in providing flexible financial solutions to real estate investors and small businesses who may not qualify for traditional loans. Our diverse expertise and access to a wide range of capital sources enable us to arrange competitive financing for a variety of transactions, regardless of size or property type.
Lionsford’s commitment is to deliver creative, reliable financing that gets deals done, backed by over 24 years of lending experience and a dedication to integrity and excellence. We offer Non-QM Loans, Specialty Loans, DSCR Loans, Commercial Real Estate Loans, and Agency & Government Programs, catering to unique investment strategies and borrower profiles.
We’ve helped over 100,000+ clients and funded over $10 billion in loans.
We specialize in providing flexible financial solutions to real estate investors and small businesses who may not qualify for traditional loans. Our diverse expertise and access to a wide range of capital sources enable us to arrange competitive financing for a variety of transactions, regardless of size or property type.
Lionsford’s commitment is to deliver creative, reliable financing that gets deals done, backed by over 24 years of lending experience and a dedication to integrity and excellence. We offer Non-QM Loans, Specialty Loans, DSCR Loans, Commercial Real Estate Loans, and Agency & Government Programs, catering to unique investment strategies and borrower profiles.
We’ve helped over 100,000+ clients and funded over $10 billion in loans.
Financial Services
Finance
Touchstone Wealth Partners is a wealth management firm based in Bonita Springs, Florida, specializing in personalized financial planning and investment advisory services.
We help individuals and families across the United States achieve their long-term financial goals through comprehensive solutions. Our services include wealth planning, retirement strategies, estate planning strategies, and insurance services – all designed to align with your unique life aspirations and financial objectives.
As a member of the Wells Fargo Advisors Financial Network, Touchstone Wealth Partners combines local expertise with a national network of resources. We are dedicated to building lasting relationships and providing tailored guidance to navigate the complexities of wealth management.
Founded in 2015, we’ve grown to serve clients with a focus on delivering exceptional service and achieving superior results. We are committed to helping you create a vision for the future.
We help individuals and families across the United States achieve their long-term financial goals through comprehensive solutions. Our services include wealth planning, retirement strategies, estate planning strategies, and insurance services – all designed to align with your unique life aspirations and financial objectives.
As a member of the Wells Fargo Advisors Financial Network, Touchstone Wealth Partners combines local expertise with a national network of resources. We are dedicated to building lasting relationships and providing tailored guidance to navigate the complexities of wealth management.
Founded in 2015, we’ve grown to serve clients with a focus on delivering exceptional service and achieving superior results. We are committed to helping you create a vision for the future.
Financial Services
Finance
FairMarketValue is an Irvine, California-based private company valuation and analysis firm specializing in providing insights for businesses and their advisors.
We empower businesses and their trusted advisors – including accountants, attorneys, and financial advisors – with unparalleled visibility into the operations, growth, and success of private companies. Our platform leverages anonymized data from over 450,000 US companies, offering a comprehensive understanding of financial performance and industry benchmarks.
Fair Market Value distinguishes itself through its AI-powered analytics, delivering instant business assessments, benchmarking against 100+ KPIs, and access to robust industry research. We offer a range of solutions, from automated financial analysis to custom valuation engagements, ensuring clients have the data they need to make informed decisions.
Founded in 2024, FairMarketValue combines decades of valuation expertise with proprietary data, providing professional-grade analysis at a fraction of the cost of traditional methods.
We empower businesses and their trusted advisors – including accountants, attorneys, and financial advisors – with unparalleled visibility into the operations, growth, and success of private companies. Our platform leverages anonymized data from over 450,000 US companies, offering a comprehensive understanding of financial performance and industry benchmarks.
Fair Market Value distinguishes itself through its AI-powered analytics, delivering instant business assessments, benchmarking against 100+ KPIs, and access to robust industry research. We offer a range of solutions, from automated financial analysis to custom valuation engagements, ensuring clients have the data they need to make informed decisions.
Founded in 2024, FairMarketValue combines decades of valuation expertise with proprietary data, providing professional-grade analysis at a fraction of the cost of traditional methods.
Financial Services
Finance
Align Partners is a US-based financial services and legal technology platform connecting professionals to empower families and businesses towards financial independence.
We provide a decentralized network designed to foster collaboration and systemic financial education. Our platform helps financial services and legal professionals streamline workflows, improve client outcomes, and drive sustainable growth.
Align Partners is built on the belief that interconnected networks can create exponential positive impact. We are committed to building a future where financial knowledge and access are universally available, fostering a more equitable and prosperous world.
Founded in 2017, Align Partners currently employs 6-50 people and operates from headquarters in San Jose, California, with additional locations in Irvine, Fremont, and Austin.
We provide a decentralized network designed to foster collaboration and systemic financial education. Our platform helps financial services and legal professionals streamline workflows, improve client outcomes, and drive sustainable growth.
Align Partners is built on the belief that interconnected networks can create exponential positive impact. We are committed to building a future where financial knowledge and access are universally available, fostering a more equitable and prosperous world.
Founded in 2017, Align Partners currently employs 6-50 people and operates from headquarters in San Jose, California, with additional locations in Irvine, Fremont, and Austin.
Financial Services
Finance
Delight Funding is a mortgage broker headquartered in Irvine, California, dedicated to simplifying the home buying and refinancing process for individuals across multiple states.
We empower our clients to achieve their financial goals by providing tailored loan programs, expert guidance, and a seamless experience. Our team of experienced professionals, including Minle Zhang, CEO, and Yu Ning, President, is committed to delivering exceptional service and building long-term relationships.
Delight Funding’s three-in-one management system – encompassing marketing, sales, and processing – ensures efficient operations and rapid problem resolution, allowing us to consistently deliver a high-speed and effective service. We are licensed in CA, TX, FL, IN, and AR, and committed to equal housing lending practices.
We empower our clients to achieve their financial goals by providing tailored loan programs, expert guidance, and a seamless experience. Our team of experienced professionals, including Minle Zhang, CEO, and Yu Ning, President, is committed to delivering exceptional service and building long-term relationships.
Delight Funding’s three-in-one management system – encompassing marketing, sales, and processing – ensures efficient operations and rapid problem resolution, allowing us to consistently deliver a high-speed and effective service. We are licensed in CA, TX, FL, IN, and AR, and committed to equal housing lending practices.
Financial Services
Finance
Central Financial Services is a leading independent financial planning firm based in Lincoln, Nebraska, dedicated to providing comprehensive wealth management solutions to individuals, business owners, and retirees.
We specialize in helping our clients achieve their financial goals through a range of services, including retirement planning, investment management, insurance strategies, and estate planning. Our experienced team works closely with each client to understand their unique needs and develop tailored strategies to safeguard their financial future.
At Central Financial Services, we prioritize clear communication, objective advice, and a client-centric approach. We partner with Ameritas Investment Corp. to offer a broad selection of investment products and services, ensuring our clients receive the best possible solutions for their specific circumstances.
Founded in 1992, we’ve grown to serve a diverse clientele while maintaining a commitment to personalized service and long-term financial success.
We specialize in helping our clients achieve their financial goals through a range of services, including retirement planning, investment management, insurance strategies, and estate planning. Our experienced team works closely with each client to understand their unique needs and develop tailored strategies to safeguard their financial future.
At Central Financial Services, we prioritize clear communication, objective advice, and a client-centric approach. We partner with Ameritas Investment Corp. to offer a broad selection of investment products and services, ensuring our clients receive the best possible solutions for their specific circumstances.
Founded in 1992, we’ve grown to serve a diverse clientele while maintaining a commitment to personalized service and long-term financial success.
Financial Services
Finance
RMA Central Florida Chapter is a volunteer-run nonprofit organization dedicated to advancing risk management principles within the financial services industry in Central Florida. Founded in 1914 as part of the Risk Management Association (RMA), we provide valuable resources and networking opportunities for risk management professionals.
We serve a diverse community of bankers, financial institutions, and risk management specialists, helping them navigate complex regulatory landscapes and implement effective risk strategies. Our chapter focuses on credit risk, market risk, and operational risk, aligning with RMA’s core mission.
As a chapter of RMA, we offer educational programs, networking events, and a supportive community to help our members excel in their careers. We are committed to fostering a culture of risk awareness and best practices within the financial sector of Central Florida.
The Central Florida Chapter plays a vital role in supporting the broader RMA community, contributing to the association’s global network of over 31,000 members worldwide.
We serve a diverse community of bankers, financial institutions, and risk management specialists, helping them navigate complex regulatory landscapes and implement effective risk strategies. Our chapter focuses on credit risk, market risk, and operational risk, aligning with RMA’s core mission.
As a chapter of RMA, we offer educational programs, networking events, and a supportive community to help our members excel in their careers. We are committed to fostering a culture of risk awareness and best practices within the financial sector of Central Florida.
The Central Florida Chapter plays a vital role in supporting the broader RMA community, contributing to the association’s global network of over 31,000 members worldwide.
Financial Services
Finance
Precision Wealth is a US-based financial advisory firm located in Irvine, California, specializing in comprehensive wealth management solutions.
We serve individuals and families seeking to build and preserve their financial security, offering a personalized approach to retirement planning, investment management, and estate planning. Our core mission is to provide tailored financial strategies that align with our clients’ unique goals and circumstances, fostering long-term financial stability and peace of mind.
What distinguishes Precision Wealth is our commitment to a fiduciary standard, prioritizing our clients’ best interests above all else. We combine decades of experience with a deep understanding of tax regulations, risk management, and market trends to deliver customized solutions that help our clients achieve their financial aspirations. We’re dedicated to building lasting relationships based on trust and transparency.
Founded in 2001, Precision Wealth has grown to serve a diverse clientele, consistently earning a reputation for excellence and client satisfaction. We pride ourselves on our team of experienced professionals and our commitment to providing exceptional service.
We serve individuals and families seeking to build and preserve their financial security, offering a personalized approach to retirement planning, investment management, and estate planning. Our core mission is to provide tailored financial strategies that align with our clients’ unique goals and circumstances, fostering long-term financial stability and peace of mind.
What distinguishes Precision Wealth is our commitment to a fiduciary standard, prioritizing our clients’ best interests above all else. We combine decades of experience with a deep understanding of tax regulations, risk management, and market trends to deliver customized solutions that help our clients achieve their financial aspirations. We’re dedicated to building lasting relationships based on trust and transparency.
Founded in 2001, Precision Wealth has grown to serve a diverse clientele, consistently earning a reputation for excellence and client satisfaction. We pride ourselves on our team of experienced professionals and our commitment to providing exceptional service.
Financial Services
Finance
1st Florida Lending is a direct mortgage lender based in Orlando, Florida, specializing in providing a wide range of loan programs to homeowners and investors throughout Florida and California.
We cater to a diverse clientele, including first-time homebuyers, self-employed individuals, and investors seeking commercial or non-owner-occupied properties. Our core mission is to simplify the mortgage process and offer tailored solutions to meet each client’s unique financial needs.
What distinguishes 1st Florida Lending is our willingness to work with challenging loan scenarios and our commitment to personalized service. We offer over 48 loan programs, including No Doc and Construction-to-Perm options, and pride ourselves on fast approvals and competitive rates. We are a proud member of the Better Business Bureau and dedicated to supporting our community through charitable contributions.
Founded in 2007, 1st Florida Lending has built a strong reputation for expertise and reliability, serving Florida and California for over a decade. We are committed to providing exceptional customer service and helping our clients achieve their real estate goals.
We cater to a diverse clientele, including first-time homebuyers, self-employed individuals, and investors seeking commercial or non-owner-occupied properties. Our core mission is to simplify the mortgage process and offer tailored solutions to meet each client’s unique financial needs.
What distinguishes 1st Florida Lending is our willingness to work with challenging loan scenarios and our commitment to personalized service. We offer over 48 loan programs, including No Doc and Construction-to-Perm options, and pride ourselves on fast approvals and competitive rates. We are a proud member of the Better Business Bureau and dedicated to supporting our community through charitable contributions.
Founded in 2007, 1st Florida Lending has built a strong reputation for expertise and reliability, serving Florida and California for over a decade. We are committed to providing exceptional customer service and helping our clients achieve their real estate goals.
Financial Services
Finance
Ceredex Value Advisors is a leading investment management firm based in Orlando, Florida, specializing in value equity portfolios for institutional and individual clients.
With a history tracing back to 1989, we apply fundamental research to identify undervalued companies across the U.S. market capitalization spectrum. Our experienced team of portfolio managers and analysts focuses on delivering consistent returns through a variety of market conditions.
At Ceredex, we believe in a blend of intellectual rigor and deft execution – a combination that allows us to navigate market complexities and generate superior investment outcomes. We are an affiliated manager of Virtus Investment Partners, Inc., committed to the long-term success of our investors. We prioritize client relationships and maintain a team-driven culture focused on delivering exceptional service.
With a history tracing back to 1989, we apply fundamental research to identify undervalued companies across the U.S. market capitalization spectrum. Our experienced team of portfolio managers and analysts focuses on delivering consistent returns through a variety of market conditions.
At Ceredex, we believe in a blend of intellectual rigor and deft execution – a combination that allows us to navigate market complexities and generate superior investment outcomes. We are an affiliated manager of Virtus Investment Partners, Inc., committed to the long-term success of our investors. We prioritize client relationships and maintain a team-driven culture focused on delivering exceptional service.
Financial Services
Finance
US Leasing and Equipment Finance, LLC is a leading provider of leasing and financing solutions specifically tailored for Higher Education institutions and Non-Profit Organizations, based in Irvine, California.
We empower colleges and universities to acquire essential technology, equipment, and facilities without straining their budgets. Our dedicated team of finance experts leverages over 20 years of experience in the sector to deliver straightforward, customized programs designed to meet the unique financial needs of these organizations.
What sets us apart is our commitment to providing flexible, out-of-the-box solutions, coupled with the financial strength to offer competitive payment terms. We handle everything from student technology upgrades to building improvements, ensuring institutions can focus on their core mission – providing exceptional educational experiences. We’ve financed over 1200 institutions and 5000 transactions across the U.S.
We empower colleges and universities to acquire essential technology, equipment, and facilities without straining their budgets. Our dedicated team of finance experts leverages over 20 years of experience in the sector to deliver straightforward, customized programs designed to meet the unique financial needs of these organizations.
What sets us apart is our commitment to providing flexible, out-of-the-box solutions, coupled with the financial strength to offer competitive payment terms. We handle everything from student technology upgrades to building improvements, ensuring institutions can focus on their core mission – providing exceptional educational experiences. We’ve financed over 1200 institutions and 5000 transactions across the U.S.
Financial Services
Finance
American Home Loans is a leading residential correspondent lender based in St. Petersburg, Florida, specializing in mortgage solutions for homeowners across the Southeastern United States.
We provide a comprehensive suite of lending services, including conventional prime loans, FHA, and VA loans, catering to both refinancing and new purchases.
American Home Loans distinguishes itself through its commitment to personalized service and a streamlined lending process, helping clients achieve their real estate goals with efficiency and expertise. We are a top Premier & Preferred Lender, licensed in multiple states, and dedicated to building long-term relationships with our clients and partners.
Founded in 2007, we’ve grown to a team of 11-50 professionals, providing exceptional service to our clients.
We provide a comprehensive suite of lending services, including conventional prime loans, FHA, and VA loans, catering to both refinancing and new purchases.
American Home Loans distinguishes itself through its commitment to personalized service and a streamlined lending process, helping clients achieve their real estate goals with efficiency and expertise. We are a top Premier & Preferred Lender, licensed in multiple states, and dedicated to building long-term relationships with our clients and partners.
Founded in 2007, we’ve grown to a team of 11-50 professionals, providing exceptional service to our clients.
Financial Services
Finance
The ARC Group is a Lincoln, Nebraska-based agricultural risk management consulting firm dedicated to helping producers professionally merchandise their grain. We’ve earned a reputation as a trusted partner, one client at a time.
Our approach is consistent and focused on minimizing risk and maximizing profits through a disciplined approach to futures decisions, carry, and basis. We develop the right program for your farm, understanding that not all farms manage risk in the same ways.
What sets The ARC Group apart is our commitment to implementing and executing a consistent, long-term risk management plan, independent of end-users. We focus on creating a strategy that minimizes risk and maximizes profit over the long term, utilizing a set of consistent principles to guide decision-making. We also specialize in managing the specific cash grain sales for each client by understanding their local cash market.
Our approach is consistent and focused on minimizing risk and maximizing profits through a disciplined approach to futures decisions, carry, and basis. We develop the right program for your farm, understanding that not all farms manage risk in the same ways.
What sets The ARC Group apart is our commitment to implementing and executing a consistent, long-term risk management plan, independent of end-users. We focus on creating a strategy that minimizes risk and maximizes profit over the long term, utilizing a set of consistent principles to guide decision-making. We also specialize in managing the specific cash grain sales for each client by understanding their local cash market.
Financial Services
Finance
Smart Calculator is an Orlando, Florida-based mobile app development company specializing in branded apps for real estate agents, loan officers, and businesses.
We understand the challenges of creating effective mobile apps – the cost, complexity, and need for ongoing maintenance. Our mission is to provide affordable and user-friendly app solutions that help our clients build their brand and connect with their customers.
We offer a comprehensive suite of services, including mobile app design and development (iOS and Android), app optimization (ASO), and marketing strategies. We leverage technologies like React Native, Bootstrap, and Firebase to deliver high-quality, scalable apps. Founded in 2014, we’ve helped numerous real estate professionals and businesses establish a strong online presence through innovative mobile solutions.
We are committed to delivering exceptional value and building long-term partnerships with our clients. Contact us today for a demo and let us transform your vision into a reality.
We understand the challenges of creating effective mobile apps – the cost, complexity, and need for ongoing maintenance. Our mission is to provide affordable and user-friendly app solutions that help our clients build their brand and connect with their customers.
We offer a comprehensive suite of services, including mobile app design and development (iOS and Android), app optimization (ASO), and marketing strategies. We leverage technologies like React Native, Bootstrap, and Firebase to deliver high-quality, scalable apps. Founded in 2014, we’ve helped numerous real estate professionals and businesses establish a strong online presence through innovative mobile solutions.
We are committed to delivering exceptional value and building long-term partnerships with our clients. Contact us today for a demo and let us transform your vision into a reality.
Financial Services
Finance
Worth AI is an Orlando, Florida-based SaaS platform revolutionizing SMB onboarding and underwriting through AI.
We empower fintechs, lenders, and financial institutions with a single, intelligent platform to automate KYB, KYC, fraud detection, credit decisions, and risk monitoring in real time.
Worth AI’s data-driven approach reduces risks and eliminates biases by processing thousands of traditional and non-traditional data sources, enabling advanced risk modeling and comprehensive portfolio visibility. Our patent-pending platform delivers lightning-fast processing times and unparalleled accuracy, providing a unique user experience.
Founded in 2023, Worth AI is rapidly transforming the financial services landscape, pushing boundaries and rewriting the rulebook in fintech. We’re committed to economic inclusion for everyone and equitable decision-making through technology.
We empower fintechs, lenders, and financial institutions with a single, intelligent platform to automate KYB, KYC, fraud detection, credit decisions, and risk monitoring in real time.
Worth AI’s data-driven approach reduces risks and eliminates biases by processing thousands of traditional and non-traditional data sources, enabling advanced risk modeling and comprehensive portfolio visibility. Our patent-pending platform delivers lightning-fast processing times and unparalleled accuracy, providing a unique user experience.
Founded in 2023, Worth AI is rapidly transforming the financial services landscape, pushing boundaries and rewriting the rulebook in fintech. We’re committed to economic inclusion for everyone and equitable decision-making through technology.
Financial Services
Finance
ClearEdge Lending is a leading Non-QM wholesale lender based in Irvine, California, providing innovative financing solutions to mortgage brokers nationwide since 2015.
We specialize in empowering brokers with flexible programs designed to streamline the loan process and deliver exceptional results for borrowers. Our core service is facilitating access to capital for borrowers who may not qualify for traditional lending options, including those with bank statement histories, asset utilization, and self-employed income.
What sets ClearEdge Lending apart is our direct underwriter access, dedicated Account Managers, and a commitment to minimal conditions and fast closings. We offer a comprehensive suite of Non-QM products, including Bank Statement Loans, Flex Connect, and Investor Connect, all backed by our in-house technology and seasoned leadership team.
Experience The Edge.
We specialize in empowering brokers with flexible programs designed to streamline the loan process and deliver exceptional results for borrowers. Our core service is facilitating access to capital for borrowers who may not qualify for traditional lending options, including those with bank statement histories, asset utilization, and self-employed income.
What sets ClearEdge Lending apart is our direct underwriter access, dedicated Account Managers, and a commitment to minimal conditions and fast closings. We offer a comprehensive suite of Non-QM products, including Bank Statement Loans, Flex Connect, and Investor Connect, all backed by our in-house technology and seasoned leadership team.
Experience The Edge.
Financial Services
Finance
MyTaxFiler is a Plano, Texas-based global tax and consulting firm specializing in cross-border tax solutions for businesses and individuals.
We provide strategic tax planning, including entity structuring, international compliance, and expert advice on FATCA, FBAR, and startup equity. Our team navigates the complexities of U.S. and global tax laws with precision and clarity, helping clients minimize their tax burden and maximize their financial potential.
As part of the Numera network, MyTaxFiler combines deep expertise with a global reach, offering white-glove service and scalable partnerships to businesses of all sizes. We’re dedicated to making world-class financial expertise accessible, ensuring you have the support you need to thrive. Global Offices, Cross-Border Expertise, Strategic Tax Planning
We provide strategic tax planning, including entity structuring, international compliance, and expert advice on FATCA, FBAR, and startup equity. Our team navigates the complexities of U.S. and global tax laws with precision and clarity, helping clients minimize their tax burden and maximize their financial potential.
As part of the Numera network, MyTaxFiler combines deep expertise with a global reach, offering white-glove service and scalable partnerships to businesses of all sizes. We’re dedicated to making world-class financial expertise accessible, ensuring you have the support you need to thrive. Global Offices, Cross-Border Expertise, Strategic Tax Planning
Financial Services
Finance
Graphite is a New York-based financial services firm specializing in accounting, tax, and financial advisory for rapidly growing startups and scale-ups.
We provide a comprehensive suite of outsourced accounting and finance solutions, including bookkeeping, financial modeling, tax filing, payroll, and HR advisory, designed to streamline operations and ensure financial clarity.
Unlike traditional accounting firms, Graphite operates as an integrated partner within your company, offering a dedicated team with deep expertise in the unique challenges faced by SaaS, AI, and consumer brands. Our roots in a venture capital fund provide a strategic advantage, enabling us to deliver proactive financial guidance and support your growth trajectory.
We help companies achieve audit-ready financials, navigate board meetings with confidence, and scale their operations without being bogged down by back-office complexities. We’re more than just bookkeepers; we’re your strategic financial foundation.
We provide a comprehensive suite of outsourced accounting and finance solutions, including bookkeeping, financial modeling, tax filing, payroll, and HR advisory, designed to streamline operations and ensure financial clarity.
Unlike traditional accounting firms, Graphite operates as an integrated partner within your company, offering a dedicated team with deep expertise in the unique challenges faced by SaaS, AI, and consumer brands. Our roots in a venture capital fund provide a strategic advantage, enabling us to deliver proactive financial guidance and support your growth trajectory.
We help companies achieve audit-ready financials, navigate board meetings with confidence, and scale their operations without being bogged down by back-office complexities. We’re more than just bookkeepers; we’re your strategic financial foundation.
Financial Services
Finance
CRI CFO Hub is a leading San Diego-based fractional CFO and controller firm, providing expert outsourced financial management solutions to businesses nationwide.
We specialize in supporting companies across various industries, including SaaS, tech, and government contracting, by offering a flexible and scalable team of experienced CFOs, controllers, and accounting professionals. Our services range from month-end close and financial reporting to strategic financial advisory and DCAA compliance.
What sets CRI CFO Hub apart is our commitment to providing tailored financial support that aligns with your specific business needs and growth objectives. We empower our clients to focus on their core operations while ensuring financial stability and strategic decision-making. We’re a division of Carr, Riggs & Ingram Capital, LLC, a subsidiary of CRI Advisors, LLC.
We specialize in supporting companies across various industries, including SaaS, tech, and government contracting, by offering a flexible and scalable team of experienced CFOs, controllers, and accounting professionals. Our services range from month-end close and financial reporting to strategic financial advisory and DCAA compliance.
What sets CRI CFO Hub apart is our commitment to providing tailored financial support that aligns with your specific business needs and growth objectives. We empower our clients to focus on their core operations while ensuring financial stability and strategic decision-making. We’re a division of Carr, Riggs & Ingram Capital, LLC, a subsidiary of CRI Advisors, LLC.
Financial Services
Finance
Money Matters with Ken Moraif is a Plano, Texas-based retirement planning firm dedicated to helping individuals achieve financial peace of mind in their later years.
We specialize in guiding clients through the complexities of retirement, offering personalized strategies for Social Security optimization, Medicare planning, estate planning, and income tax management. Our team of credentialed Retirement Planners works as a fiduciary, prioritizing your long-term financial security above all else.
At Money Matters with Ken Moraif, we understand that retirement should be a time of enjoyment and fulfillment. We’re committed to helping you build a robust retirement cashflow plan, estimate your ‘magic number,’ and determine the appropriate level of risk to ensure your wealth lasts a lifetime. We also offer a complimentary Retirement Cashflow Plan (RCFP) to project if you will be ok five, ten, and fifteen years from now if you stay on track.
As a firm with over 20 employees and a strong presence across Texas, Arizona, California, Oklahoma and Nevada, we’re dedicated to providing exceptional service and building lasting relationships with our clients. We believe in integrity, selfless service, disciplined investment strategies, and a joyful approach to retirement planning.
We specialize in guiding clients through the complexities of retirement, offering personalized strategies for Social Security optimization, Medicare planning, estate planning, and income tax management. Our team of credentialed Retirement Planners works as a fiduciary, prioritizing your long-term financial security above all else.
At Money Matters with Ken Moraif, we understand that retirement should be a time of enjoyment and fulfillment. We’re committed to helping you build a robust retirement cashflow plan, estimate your ‘magic number,’ and determine the appropriate level of risk to ensure your wealth lasts a lifetime. We also offer a complimentary Retirement Cashflow Plan (RCFP) to project if you will be ok five, ten, and fifteen years from now if you stay on track.
As a firm with over 20 employees and a strong presence across Texas, Arizona, California, Oklahoma and Nevada, we’re dedicated to providing exceptional service and building lasting relationships with our clients. We believe in integrity, selfless service, disciplined investment strategies, and a joyful approach to retirement planning.
Financial Services
Finance
Eagle Asset Management is a leading asset management firm based in Saint Petersburg, Florida, providing institutional and individual investors with a comprehensive suite of equity and fixed-income products.
As an affiliate of Raymond James Investment Management, we combine the expertise of individual investment teams with the stability of a full-service firm. We specialize in delivering long-term investment solutions designed to meet diverse client needs and goals.
Eagle Asset Management’s approach is rooted in intelligence, experience, and conviction, offering a research-driven strategy focused on achieving superior, risk-adjusted returns. Founded in 1976, we’ve built a strong reputation for delivering consistent performance and building lasting client relationships. We cater to a wide range of investors seeking sophisticated financial management.
As an affiliate of Raymond James Investment Management, we combine the expertise of individual investment teams with the stability of a full-service firm. We specialize in delivering long-term investment solutions designed to meet diverse client needs and goals.
Eagle Asset Management’s approach is rooted in intelligence, experience, and conviction, offering a research-driven strategy focused on achieving superior, risk-adjusted returns. Founded in 1976, we’ve built a strong reputation for delivering consistent performance and building lasting client relationships. We cater to a wide range of investors seeking sophisticated financial management.
Financial Services
Finance
Columbia Private Trust is a leading self-directed IRA custodian based in Irvine, California, specializing in the secure holding of alternative assets like private equity and real estate for individuals and institutions.
We empower our clients – including family offices, broker-dealers, and financial professionals – to diversify their portfolios and achieve their long-term financial goals. Our services cater to a wide range of needs, from initial account setup and ongoing maintenance to complex fund transfers and distributions.
As a division of Columbia Bank, we leverage decades of experience and a robust technology platform to provide a seamless and reliable custodial solution. We prioritize building strong relationships and offering personalized support, ensuring our clients have the tools and resources they need to succeed. We are committed to providing a secure and efficient environment for managing alternative investments, fostering financial growth and peace of mind.
We empower our clients – including family offices, broker-dealers, and financial professionals – to diversify their portfolios and achieve their long-term financial goals. Our services cater to a wide range of needs, from initial account setup and ongoing maintenance to complex fund transfers and distributions.
As a division of Columbia Bank, we leverage decades of experience and a robust technology platform to provide a seamless and reliable custodial solution. We prioritize building strong relationships and offering personalized support, ensuring our clients have the tools and resources they need to succeed. We are committed to providing a secure and efficient environment for managing alternative investments, fostering financial growth and peace of mind.
Financial Services
Finance
DTA Public Finance, Inc is a national public finance and development economics consulting firm headquartered in Irvine, California.
We specialize in providing comprehensive financial solutions for public infrastructure, facilities, and services across the United States, empowering local governments and private sector clients to achieve their development goals.
DTA’s 35+ years of experience, coupled with our expertise in CFD, assessment districts, and PACE financing, allows us to deliver strategic consulting services that optimize project funding and ensure equitable cost allocation. We’ve successfully facilitated over 2,500 public and private sector projects and authorized over $50 billion in bond issuances.
We specialize in providing comprehensive financial solutions for public infrastructure, facilities, and services across the United States, empowering local governments and private sector clients to achieve their development goals.
DTA’s 35+ years of experience, coupled with our expertise in CFD, assessment districts, and PACE financing, allows us to deliver strategic consulting services that optimize project funding and ensure equitable cost allocation. We’ve successfully facilitated over 2,500 public and private sector projects and authorized over $50 billion in bond issuances.
Financial Services
Finance
Payless USA LLC is a leading financial services provider based in Irvine, California, specializing in debt consolidation loans for individuals across the United States.
We empower consumers to simplify their finances by combining multiple high-interest debts – including credit card balances, medical bills, and student loans – into a single, manageable monthly payment. This strategic approach not only streamlines budgeting but also significantly reduces overall interest paid over the loan term.
What distinguishes Payless USA is our commitment to personalized service and competitive rates, coupled with a streamlined, fast approval process. We partner with leading lenders to offer flexible loan terms and support customers on their journey to financial freedom.
Founded in 2023, Payless USA has quickly established a reputation for transparency and reliability, helping thousands of Americans achieve debt-free living. We are dedicated to providing accessible financial solutions and building lasting relationships with our clients.
We empower consumers to simplify their finances by combining multiple high-interest debts – including credit card balances, medical bills, and student loans – into a single, manageable monthly payment. This strategic approach not only streamlines budgeting but also significantly reduces overall interest paid over the loan term.
What distinguishes Payless USA is our commitment to personalized service and competitive rates, coupled with a streamlined, fast approval process. We partner with leading lenders to offer flexible loan terms and support customers on their journey to financial freedom.
Founded in 2023, Payless USA has quickly established a reputation for transparency and reliability, helping thousands of Americans achieve debt-free living. We are dedicated to providing accessible financial solutions and building lasting relationships with our clients.
Financial Services
Finance
Elevation Securities is a Charlotte, North Carolina-based institutional broker-dealer specializing in agency execution and providing comprehensive investment research, securities trading, and fund marketing services.
We serve a diverse range of institutional clients, including hedge funds, private equity firms, and family offices, offering tailored solutions across multiple asset classes such as equities, derivatives, fixed income, and high-yield debt.
Elevation distinguishes itself through a commitment to conflict-free execution, high-touch customer service, and strategic partnerships with Variant Perception, providing clients with robust macroeconomic research. Our team’s expertise and dedication to durable, repeatable, and scalable solutions drive our success.
We serve a diverse range of institutional clients, including hedge funds, private equity firms, and family offices, offering tailored solutions across multiple asset classes such as equities, derivatives, fixed income, and high-yield debt.
Elevation distinguishes itself through a commitment to conflict-free execution, high-touch customer service, and strategic partnerships with Variant Perception, providing clients with robust macroeconomic research. Our team’s expertise and dedication to durable, repeatable, and scalable solutions drive our success.
Financial Services
Finance
JFC Advisor Network is a Lincoln, Nebraska-based group of financial advisors dedicated to supporting independent advisors nationwide.
We provide a comprehensive suite of resources designed to empower advisors to focus on their clients and grow their practices, while maintaining full independence and ownership.
Affiliating with JFC Advisor Network offers the benefits of a large enterprise – including access to industry expertise, streamlined operational support, and robust compliance solutions – without sacrificing the freedom and control that independent advisors value. Our team of experienced professionals, with over 30 years of experience, is committed to providing personalized guidance and support every step of the way.
We specialize in facilitating successful transitions, supporting business development, and ensuring advisors have the tools they need to thrive.
Financial Institutions Partnership Program, Transition Services, and Advisor Relations are key components of our offering. We are a registered investment advisor, member of FINRA and SIPC.
We provide a comprehensive suite of resources designed to empower advisors to focus on their clients and grow their practices, while maintaining full independence and ownership.
Affiliating with JFC Advisor Network offers the benefits of a large enterprise – including access to industry expertise, streamlined operational support, and robust compliance solutions – without sacrificing the freedom and control that independent advisors value. Our team of experienced professionals, with over 30 years of experience, is committed to providing personalized guidance and support every step of the way.
We specialize in facilitating successful transitions, supporting business development, and ensuring advisors have the tools they need to thrive.
Financial Institutions Partnership Program, Transition Services, and Advisor Relations are key components of our offering. We are a registered investment advisor, member of FINRA and SIPC.
Financial Services
Finance
International Assets Advisory is a full-service brokerage firm established in 1982, headquartered in Orlando, Florida.
For over four decades, we’ve been dedicated to providing financial professionals with access to a world-class financial services platform. We operate as a Main Street firm that works with Wall Street, not for Wall Street, striving to improve the financial well-being of our clients by offering personal service and access to diversified products.
IAA and its affiliated advisors, International Assets Investment Management, LLC (IAIM) and Global Assets Advisory, LLC (GAA), offer a comprehensive suite of services including asset management, investment banking, and retirement planning solutions. We are a Member FINRA/SIPC, and we pride ourselves on a strong ethical foundation and open communication with our clients and partners.
We serve a diverse clientele, including private clients, non-profit organizations, and institutional investors, helping them achieve their financial goals through tailored investment strategies and expert guidance.
For over four decades, we’ve been dedicated to providing financial professionals with access to a world-class financial services platform. We operate as a Main Street firm that works with Wall Street, not for Wall Street, striving to improve the financial well-being of our clients by offering personal service and access to diversified products.
IAA and its affiliated advisors, International Assets Investment Management, LLC (IAIM) and Global Assets Advisory, LLC (GAA), offer a comprehensive suite of services including asset management, investment banking, and retirement planning solutions. We are a Member FINRA/SIPC, and we pride ourselves on a strong ethical foundation and open communication with our clients and partners.
We serve a diverse clientele, including private clients, non-profit organizations, and institutional investors, helping them achieve their financial goals through tailored investment strategies and expert guidance.
Financial Services
Finance
Public Trust Advisors is a leading investment advisory and management firm based in Denver, Colorado, dedicated to serving the public sector.
We specialize in providing high-quality, cost-efficient investment management services to local government investment pools and separately managed accounts across the United States. Our experienced team leverages market expertise and proven processes to deliver tailored investment strategies that align with our clients’ unique needs and goals.
Public Trust Advisors helps communities maximize the return on their investments while prioritizing transparency and communication. We are committed to building long-term partnerships based on trust and a shared vision for a thriving future. We offer comprehensive investment solutions for public sector clients, including portfolio management, performance reporting, and strategic consulting.
Founded in 2011, Public Trust Advisors has grown to serve thousands of local governments, demonstrating our commitment to excellence and client satisfaction.
We specialize in providing high-quality, cost-efficient investment management services to local government investment pools and separately managed accounts across the United States. Our experienced team leverages market expertise and proven processes to deliver tailored investment strategies that align with our clients’ unique needs and goals.
Public Trust Advisors helps communities maximize the return on their investments while prioritizing transparency and communication. We are committed to building long-term partnerships based on trust and a shared vision for a thriving future. We offer comprehensive investment solutions for public sector clients, including portfolio management, performance reporting, and strategic consulting.
Founded in 2011, Public Trust Advisors has grown to serve thousands of local governments, demonstrating our commitment to excellence and client satisfaction.
Financial Services
Finance
INTL FCStone Partners L.P is a leading institutional dealer specializing in U.S. Government Securities and providing comprehensive solutions to clients across the financial landscape. Based in Jersey City, New Jersey, we support institutional investors with a focus on navigating the complexities of the U.S. Treasury market.
At FCStone, we understand that successful government securities trading requires more than just competitive pricing. We provide a personalized, responsive service built on strong relationships and deep market expertise. Our team combines human insight with advanced technology to deliver timely executions, robust sales support, and efficient post-trade services – all crucial for achieving long-term client results.
With over 40 years of experience, FCStone has established itself as a trusted partner for institutions seeking reliable execution and strategic advice. We are committed to adapting to evolving market dynamics and continuously refining our product offerings to meet the diverse needs of our clients. We pride ourselves on our dedication to fostering mutually beneficial, long-term partnerships, solidifying our position as a key player in the U.S. Government Securities market.
At FCStone, we understand that successful government securities trading requires more than just competitive pricing. We provide a personalized, responsive service built on strong relationships and deep market expertise. Our team combines human insight with advanced technology to deliver timely executions, robust sales support, and efficient post-trade services – all crucial for achieving long-term client results.
With over 40 years of experience, FCStone has established itself as a trusted partner for institutions seeking reliable execution and strategic advice. We are committed to adapting to evolving market dynamics and continuously refining our product offerings to meet the diverse needs of our clients. We pride ourselves on our dedication to fostering mutually beneficial, long-term partnerships, solidifying our position as a key player in the U.S. Government Securities market.
Financial Services
Finance
Nanban Group Of Companies is a global project financing firm headquartered in Plano, Texas.
We specialize in providing large-scale financing solutions for complex projects across a range of industries, connecting investors with impactful opportunities.
Nanban Group’s expertise lies in navigating the intricacies of international project finance, offering a streamlined and reliable partnership for both investors and developers. Our focus is on delivering tailored financial strategies to support infrastructure, energy, and other significant ventures.
Founded in 2020, we’ve rapidly grown to a team of 51-200 professionals, solidifying our position as a trusted global source for project financing and strategic partnerships. We are committed to fostering long-term relationships built on transparency and mutual success.
We specialize in providing large-scale financing solutions for complex projects across a range of industries, connecting investors with impactful opportunities.
Nanban Group’s expertise lies in navigating the intricacies of international project finance, offering a streamlined and reliable partnership for both investors and developers. Our focus is on delivering tailored financial strategies to support infrastructure, energy, and other significant ventures.
Founded in 2020, we’ve rapidly grown to a team of 51-200 professionals, solidifying our position as a trusted global source for project financing and strategic partnerships. We are committed to fostering long-term relationships built on transparency and mutual success.
Financial Services
Finance
Digital Assets Trade is a US-based investment partnership specializing in guaranteed digital asset investments, headquartered in Orlando, Florida.
We provide a unique opportunity for investors seeking risk-free returns through carefully selected digital assets. Our focus is on delivering consistent growth and stability within the dynamic world of digital finance.
Digital Assets Trade offers a streamlined approach to digital asset investment, prioritizing security and transparency. We cater to a broad range of investors, from those new to digital assets to experienced traders, seeking a reliable and secure path to portfolio diversification. Our team leverages extensive market knowledge to identify promising opportunities, ensuring a conservative and strategic investment strategy. We are committed to building long-term relationships based on trust and mutual success. Founded in 2008, we have a proven track record of delivering results.
We provide a unique opportunity for investors seeking risk-free returns through carefully selected digital assets. Our focus is on delivering consistent growth and stability within the dynamic world of digital finance.
Digital Assets Trade offers a streamlined approach to digital asset investment, prioritizing security and transparency. We cater to a broad range of investors, from those new to digital assets to experienced traders, seeking a reliable and secure path to portfolio diversification. Our team leverages extensive market knowledge to identify promising opportunities, ensuring a conservative and strategic investment strategy. We are committed to building long-term relationships based on trust and mutual success. Founded in 2008, we have a proven track record of delivering results.
Financial Services
Finance
Cygnus Compliance is a New Jersey-based regulatory risk and compliance technology consulting firm specializing in model validation, RegTech implementation, and tech-enabled managed services.
Founded in 2020 by former leaders of an industry-recognized compliance advisory firm, Cygnus Compliance combines decades of financial crime experience with cutting-edge data science and AI to transform how institutions manage risk and meet regulatory expectations.
We provide smart, cost-effective solutions that bring clarity and calm to complex regulatory challenges, acting as a trusted presence amidst the evolving landscape of financial crime compliance.
Cygnus Compliance has grown rapidly, establishing partnerships with leading law firms and information aggregators, driven by our commitment to collaboration and exceptional service.
Founded in 2020 by former leaders of an industry-recognized compliance advisory firm, Cygnus Compliance combines decades of financial crime experience with cutting-edge data science and AI to transform how institutions manage risk and meet regulatory expectations.
We provide smart, cost-effective solutions that bring clarity and calm to complex regulatory challenges, acting as a trusted presence amidst the evolving landscape of financial crime compliance.
Cygnus Compliance has grown rapidly, establishing partnerships with leading law firms and information aggregators, driven by our commitment to collaboration and exceptional service.
Financial Services
Finance
Duke Investment Club is a Durham, North Carolina-based student investment organization at Duke University. Since 2011, we’ve managed a portion of the university’s endowment, fostering the next generation of investors through rigorous training and hands-on experience.
We provide students with invaluable opportunities to develop investment skills, conduct market research, and engage with industry leaders. Our core mission is to cultivate a deep understanding of finance and investment principles, preparing our members for successful careers in the financial services sector.
Through our Investor Training Program, Case Competitions, and Industry Speaker series, Duke Investment Club offers a dynamic learning environment and a strong network of alumni, connecting students with top firms across the country. We are proud to partner with Duke University Management Company (DUMAC) to manage a significant portion of the endowment, providing a real-world investment experience for our members.
Our commitment to excellence and student development has resulted in numerous successful alumni placements and a thriving community of finance enthusiasts.
We provide students with invaluable opportunities to develop investment skills, conduct market research, and engage with industry leaders. Our core mission is to cultivate a deep understanding of finance and investment principles, preparing our members for successful careers in the financial services sector.
Through our Investor Training Program, Case Competitions, and Industry Speaker series, Duke Investment Club offers a dynamic learning environment and a strong network of alumni, connecting students with top firms across the country. We are proud to partner with Duke University Management Company (DUMAC) to manage a significant portion of the endowment, providing a real-world investment experience for our members.
Our commitment to excellence and student development has resulted in numerous successful alumni placements and a thriving community of finance enthusiasts.
Financial Services
Finance
MPS Payment Services (MServiz India) is a global payment solutions provider headquartered in New Jersey, USA, with offices in Mexico and India. We connect clients with leading payment technology companies, offering a comprehensive suite of services including payment strategy, digital transformation, and advanced development.
Our mission is to simplify and standardize payment processing, enabling businesses to enhance customer loyalty and expand into international markets. We specialize in supporting community banks’ digital payments efforts, tackling business challenges through innovative technologies, and driving standardization across the payment landscape.
Leveraging our global expertise and strategic partnerships – including Finastra, Thetary, and Tipalti – MPS delivers tailored solutions that address evolving regulatory requirements and consumer expectations. We are committed to providing robust, secure, and scalable payment systems, empowering businesses to thrive in the digital age.
Our mission is to simplify and standardize payment processing, enabling businesses to enhance customer loyalty and expand into international markets. We specialize in supporting community banks’ digital payments efforts, tackling business challenges through innovative technologies, and driving standardization across the payment landscape.
Leveraging our global expertise and strategic partnerships – including Finastra, Thetary, and Tipalti – MPS delivers tailored solutions that address evolving regulatory requirements and consumer expectations. We are committed to providing robust, secure, and scalable payment systems, empowering businesses to thrive in the digital age.
Financial Services
Finance
Southwestern Bank is a leading financial institution providing comprehensive banking services to multinational entrepreneurs, families, and businesses across Texas and California.
We specialize in delivering personalized solutions, including personal and business accounts, commercial lending, and international trade finance, all backed by the full faith and credit of the U.S. Government. Our experienced, multilingual bankers are dedicated to understanding your unique needs and providing ‘above and beyond’ service.
Southwestern Bank distinguishes itself through its commitment to building strong, long-term relationships and offering innovative financial tools. We are a trade name of Southwestern National Bank, a member FDIC, and proudly serve our communities in Houston, Sugar Land, Richardson, Plano, Dallas, Austin, Anaheim, and San Mateo.
We specialize in delivering personalized solutions, including personal and business accounts, commercial lending, and international trade finance, all backed by the full faith and credit of the U.S. Government. Our experienced, multilingual bankers are dedicated to understanding your unique needs and providing ‘above and beyond’ service.
Southwestern Bank distinguishes itself through its commitment to building strong, long-term relationships and offering innovative financial tools. We are a trade name of Southwestern National Bank, a member FDIC, and proudly serve our communities in Houston, Sugar Land, Richardson, Plano, Dallas, Austin, Anaheim, and San Mateo.
Financial Services
Finance
Florida Trust Wealth Management is a Florida-based wealth management firm providing comprehensive financial planning, investment services, and trust administration to individuals, families, and business owners.
We specialize in helping clients navigate life’s transitions, from estate planning and retirement to generational wealth transfer. Our team of experienced professionals – including CPAs, CFPs, and CFAs – is dedicated to building lasting relationships based on trust and integrity.
Founded in 2001, Florida Trust Wealth Management has grown to manage over $5 billion in assets under management, serving clients across Florida and beyond. We are committed to providing personalized service and delivering exceptional results, ensuring our clients’ financial security and peace of mind for generations to come.
With a 98% client retention rate, we demonstrate our commitment to long-term partnerships and unwavering dedication to our clients’ success.
We specialize in helping clients navigate life’s transitions, from estate planning and retirement to generational wealth transfer. Our team of experienced professionals – including CPAs, CFPs, and CFAs – is dedicated to building lasting relationships based on trust and integrity.
Founded in 2001, Florida Trust Wealth Management has grown to manage over $5 billion in assets under management, serving clients across Florida and beyond. We are committed to providing personalized service and delivering exceptional results, ensuring our clients’ financial security and peace of mind for generations to come.
With a 98% client retention rate, we demonstrate our commitment to long-term partnerships and unwavering dedication to our clients’ success.
Financial Services
Finance
Republic State Mortgage is a leading residential mortgage banker serving clients across Texas, Louisiana, Kentucky, Colorado, Georgia, Ohio, Massachusetts, Tennessee, and more.
We specialize in providing tailored mortgage solutions to individuals and families, helping them achieve their homeownership dreams. Our core mission is to build lasting relationships based on trust and exceptional service.
At Republic State Mortgage, we pride ourselves on our commitment to understanding each client’s unique financial situation and offering competitive rates and flexible terms. We’re a privately held company, founded in 1994, and dedicated to simplifying the mortgage process and making it a positive experience for everyone. We offer a wide range of loan products, including conventional, FHA, VA, and USDA loans, alongside expert guidance every step of the way.
Our experienced team is committed to providing personalized service and expert advice, ensuring our clients feel confident and supported throughout the entire mortgage journey.
We specialize in providing tailored mortgage solutions to individuals and families, helping them achieve their homeownership dreams. Our core mission is to build lasting relationships based on trust and exceptional service.
At Republic State Mortgage, we pride ourselves on our commitment to understanding each client’s unique financial situation and offering competitive rates and flexible terms. We’re a privately held company, founded in 1994, and dedicated to simplifying the mortgage process and making it a positive experience for everyone. We offer a wide range of loan products, including conventional, FHA, VA, and USDA loans, alongside expert guidance every step of the way.
Our experienced team is committed to providing personalized service and expert advice, ensuring our clients feel confident and supported throughout the entire mortgage journey.
Financial Services
Finance
Goetzman Group is a staffing agency based in Woodland Hills, California, specializing in providing finance and accounting professionals to companies across the West and East coasts.
We connect businesses with highly skilled consultants for a wide range of financial services roles, including senior accountant, financial analyst, and financial manager. Our mission is to deliver efficient and cost-effective staffing solutions, leveraging a deep pool of talent and a commitment to collaboration.
Goetzman Group was founded in 1998 and has since grown to serve thousands of clients, offering a unique approach to interim staffing that prioritizes both client needs and consultant development. We pride ourselves on our extensive network and ability to match the right professional with the right project.
We operate from corporate headquarters in Woodland Hills, with additional offices in Irvine, California and New York City, ensuring broad coverage and responsive service.
We connect businesses with highly skilled consultants for a wide range of financial services roles, including senior accountant, financial analyst, and financial manager. Our mission is to deliver efficient and cost-effective staffing solutions, leveraging a deep pool of talent and a commitment to collaboration.
Goetzman Group was founded in 1998 and has since grown to serve thousands of clients, offering a unique approach to interim staffing that prioritizes both client needs and consultant development. We pride ourselves on our extensive network and ability to match the right professional with the right project.
We operate from corporate headquarters in Woodland Hills, with additional offices in Irvine, California and New York City, ensuring broad coverage and responsive service.
Financial Services
Finance
Legacy Wealth Partners is a Tampa, Florida-based financial advisory firm specializing in retirement, investments, and insurance solutions for individuals, families, and businesses.
We understand that navigating the complexities of financial planning can be overwhelming, especially when preparing for significant life events like retirement or the sale of a business. Our mission is to provide a clear, supportive, and personalized approach to building a secure financial future, tailored to your unique needs and goals.
Legacy Wealth Partners distinguishes itself through a team-based approach, prioritizing trust and understanding your circumstances before offering tailored strategies. We focus on providing insightful guidance and empowering you to make informed decisions, ensuring you’re well-equipped to achieve your long-term objectives.
With years of experience, we’re dedicated to helping you confidently navigate your financial journey, offering ongoing monitoring and adjustments to keep you on track.
We understand that navigating the complexities of financial planning can be overwhelming, especially when preparing for significant life events like retirement or the sale of a business. Our mission is to provide a clear, supportive, and personalized approach to building a secure financial future, tailored to your unique needs and goals.
Legacy Wealth Partners distinguishes itself through a team-based approach, prioritizing trust and understanding your circumstances before offering tailored strategies. We focus on providing insightful guidance and empowering you to make informed decisions, ensuring you’re well-equipped to achieve your long-term objectives.
With years of experience, we’re dedicated to helping you confidently navigate your financial journey, offering ongoing monitoring and adjustments to keep you on track.
Financial Services
Finance
i1 Recovery Solutions is a Plano, Texas-based loss recovery and debt collection specialist, providing a next-generation finance company with roots as a special loan servicer formerly known as Sortis Financial Services.
We focus on late-stage delinquency collections, first and second lien charge offs, and unsecured debt collections – representing $1.9B in receivables managed since 2007.
At i1 Recovery Solutions, we offer a pay-for-performance model, aligning our objectives with those of our clients through legal and judgment management expertise, compliant with FDCPA, CFPB, FCRA, and TCPA regulations. Our commitment to integrity and a proven track record on state exams demonstrate our dedication to delivering exceptional results.
We provide clients with comprehensive solutions, including skip tracing, contact management, and bilingual recovery opportunities, utilizing state-of-the-art dialer technology and collection scoring to maximize success.
We focus on late-stage delinquency collections, first and second lien charge offs, and unsecured debt collections – representing $1.9B in receivables managed since 2007.
At i1 Recovery Solutions, we offer a pay-for-performance model, aligning our objectives with those of our clients through legal and judgment management expertise, compliant with FDCPA, CFPB, FCRA, and TCPA regulations. Our commitment to integrity and a proven track record on state exams demonstrate our dedication to delivering exceptional results.
We provide clients with comprehensive solutions, including skip tracing, contact management, and bilingual recovery opportunities, utilizing state-of-the-art dialer technology and collection scoring to maximize success.
Financial Services
Finance
Eleven Mortgage is a leading wholesale mortgage lender based in Plano, Texas, serving mortgage brokers across the United States.
We specialize in providing fast and efficient financing solutions for residential loans, streamlining the mortgage process for our broker partners and their clients. Our focus is on delivering unparalleled service and speed, making complex transactions simple and transparent.
As a NMLS #2143 company founded in 2018, Eleven Mortgage is committed to building strong relationships and leveraging technology to optimize the mortgage experience. We pride ourselves on our responsiveness and dedication to exceeding expectations, offering a truly next-level wholesale lending experience.
With a team of 45 professionals, we’re dedicated to providing exceptional support and expertise to our broker network, facilitating smooth and successful loan closings. We are committed to equal housing opportunity.
We specialize in providing fast and efficient financing solutions for residential loans, streamlining the mortgage process for our broker partners and their clients. Our focus is on delivering unparalleled service and speed, making complex transactions simple and transparent.
As a NMLS #2143 company founded in 2018, Eleven Mortgage is committed to building strong relationships and leveraging technology to optimize the mortgage experience. We pride ourselves on our responsiveness and dedication to exceeding expectations, offering a truly next-level wholesale lending experience.
With a team of 45 professionals, we’re dedicated to providing exceptional support and expertise to our broker network, facilitating smooth and successful loan closings. We are committed to equal housing opportunity.
Financial Services
Finance
LoanWyse is a leading mortgage broker based in Irvine, California, specializing in Non-Qualified Mortgages (Non-QM) and providing a comprehensive suite of residential and commercial financing solutions.
We serve a diverse clientele, including foreign nationals, self-employed individuals, and those with unique financial circumstances who may face challenges with traditional lending. LoanWyse empowers brokers to grow their businesses by offering access to a wide range of mortgage products and cutting-edge technology, specifically the CHLOE (Custom Home Loan Origination Engine), which automates loan pricing, qualification, and delivery.
What distinguishes LoanWyse is our commitment to innovative financing options and a streamlined, digital-first approach, combined with decades of mortgage industry expertise. We are dedicated to helping borrowers achieve their financial goals, regardless of their background or credit profile. Founded in 2020, LoanWyse has quickly become a trusted partner for brokers seeking to expand their reach and serve a broader range of clients.
We are a licensed mortgage lender (NMLS ID 1724453) and pride ourselves on our ability to navigate complex lending scenarios and deliver exceptional service. Visit our NMLS Consumer Access Site: https://www.nmlsconsumeraccess.org/ for verification.
We serve a diverse clientele, including foreign nationals, self-employed individuals, and those with unique financial circumstances who may face challenges with traditional lending. LoanWyse empowers brokers to grow their businesses by offering access to a wide range of mortgage products and cutting-edge technology, specifically the CHLOE (Custom Home Loan Origination Engine), which automates loan pricing, qualification, and delivery.
What distinguishes LoanWyse is our commitment to innovative financing options and a streamlined, digital-first approach, combined with decades of mortgage industry expertise. We are dedicated to helping borrowers achieve their financial goals, regardless of their background or credit profile. Founded in 2020, LoanWyse has quickly become a trusted partner for brokers seeking to expand their reach and serve a broader range of clients.
We are a licensed mortgage lender (NMLS ID 1724453) and pride ourselves on our ability to navigate complex lending scenarios and deliver exceptional service. Visit our NMLS Consumer Access Site: https://www.nmlsconsumeraccess.org/ for verification.
Financial Services
Finance
Alchelyst is a global client services provider specializing in institutional, global wealth, and global family office investors.
Born from the merger of Lyra Client Solutions with a next-gen Fund Administrator for alternative assets, Alchelyst delivers an end-to-end platform designed to transform operational complexity into seamless growth architecture. We empower GPs to focus on leading, investing, and scaling with confidence.
With offices in New York, Greenwich, Irvine, and Mumbai, Alchelyst offers a comprehensive suite of services, including client service, investor onboarding, and investor inquiries, catering to the unique needs of the alternative asset space. We’re dedicated to providing innovative solutions for the evolving demands of the industry.
Born from the merger of Lyra Client Solutions with a next-gen Fund Administrator for alternative assets, Alchelyst delivers an end-to-end platform designed to transform operational complexity into seamless growth architecture. We empower GPs to focus on leading, investing, and scaling with confidence.
With offices in New York, Greenwich, Irvine, and Mumbai, Alchelyst offers a comprehensive suite of services, including client service, investor onboarding, and investor inquiries, catering to the unique needs of the alternative asset space. We’re dedicated to providing innovative solutions for the evolving demands of the industry.
Financial Services
Finance
Company Name | Location | Category | Employees | Website |
|---|---|---|---|---|
Irvine,, United States (US) | Finance and Banking Finance and Banking | 10-20 | http://streamhomeloan.com | |
Plano, United States (US) | Finance and Banking Finance and Banking | 10-20 | https://www.galosi.com | |
Plano, United States (US) | Finance and Banking Finance and Banking | 10-20 | http://www.albinsurance.com | |
Irvine, United States (US) | Finance and Banking Finance and Banking | 10-20 | http://tegadvisor.com/ | |
Irvine, United States (US) | Finance and Banking Finance and Banking | 10-20 | http://www.opusfinancialpartners.com/ | |
Los Angeles, United States (US) | Finance and Banking Finance and Banking | 10-20 | http://www.stonekimbro.com | |
Plano, United States (US) | Finance and Banking Finance and Banking | 10-20 | https://GuardianWM.com | |
Irvine, United States (US) | Finance and Banking Finance and Banking | 10-20 | https://www.lionsford.com | |
Bonita Springs, United States (US) | Finance and Banking Finance and Banking | 10-20 | http://TouchstoneWealthPartners.com | |
Irvine, United States (US) | Finance and Banking Finance and Banking | 10-20 | https://www.fairmarketvalue.com | |
San Jose, United States (US) | Finance and Banking Finance and Banking | 10-20 | https://align-partners.com | |
Irvine, United States (US) | Finance and Banking Finance and Banking | 10-20 | http://www.delightfunding.com | |
Lincoln, United States (US) | Finance and Banking Finance and Banking | 20-30 | http://www.cfslincoln.com | |
Orlando, United States (US) | Finance and Banking Finance and Banking | 10-20 | https://community.rmahq.org/centralfloridachapter/home?ssopc=1 | |
Irvine, United States (US) | Finance and Banking Finance and Banking | 10-20 | http://www.precisionwealth.com | |
Orlando, Florida, United States (US) | Finance and Banking Finance and Banking | 10-20 | https://1floridalending.com | |
Orlando, United States (US) | Finance and Banking Finance and Banking | 10-20 | https://www.ceredexvalue.com | |
Irvine, United States (US) | Finance and Banking Finance and Banking | 10-20 | https://uslef.com | |
St. Petersburg, United States (US) | Finance and Banking Finance and Banking | 10-20 | http://www.myamericanhomeloan.com | |
Lincoln, United States (US) | Finance and Banking Finance and Banking | 10-20 | http://agriskconsulting.net/ | |
Orlando, United States (US) | Finance and Banking Finance and Banking | 10-20 | https://quickconsultingandmgmt.com/ | |
Orlando, United States (US) | Finance and Banking Finance and Banking | 50-100 | http://worthai.com | |
Irvine, United States (US) | Finance and Banking Finance and Banking | 100-150 | http://www.clearedgelending.com | |
Plano, United States (US) | Finance and Banking Finance and Banking | 100-150 | https://www.mytaxfiler.com/ | |
New York, United States (US) | Finance and Banking Finance and Banking | 100-150 | http://www.graphitefinancial.com | |
San Diego, United States (US) | Finance and Banking Finance and Banking | 50-100 | http://www.cfohub.com | |
Plano, United States (US) | Finance and Banking Finance and Banking | 50-100 | http://www.moneymatters.net | |
Saint Petersburg, United States (US) | Finance and Banking Finance and Banking | 100-150 | http://www.eagleasset.com | |
Irvine, United States (US) | Finance and Banking Finance and Banking | 100-150 | https://www.pacificpremiertrust.com | |
Irvine, United States (US) | Finance and Banking Finance and Banking | 100-150 | http://www.FinanceDTA.com | |
Irvine, United States (US) | Finance and Banking Finance and Banking | 50-100 | https://www.payless-today.com/ | |
Charlotte, United States (US) | Finance and Banking Finance and Banking | 50-100 | http://www.elevationsecurities.com | |
Lincoln, United States (US) | Finance and Banking Finance and Banking | 50-100 | http://www.jfcadvisor.com | |
Orlando, United States (US) | Finance and Banking Finance and Banking | 50-100 | http://www.iaac.com | |
Denver, United States (US) | Finance and Banking Finance and Banking | 50-100 | http://publictrustadvisors.com | |
Jersey City, United States (US) | Finance and Banking Finance and Banking | 150-200 | http://www.gxecute.com | |
Plano, United States (US) | Finance and Banking Finance and Banking | 50-100 | http://www.nanban.com | |
Orlando, United States (US) | Finance and Banking Finance and Banking | 50-100 | https://digitalassetstrade.com | |
Jersey City, United States (US) | Finance and Banking Finance and Banking | 50-100 | http://www.cygnuscompliance.com | |
Durham, United States (US) | Finance and Banking Finance and Banking | 50-100 | http://dukeiclub.org | |
New Jersey, United States (US) | Finance and Banking Finance and Banking | 50-100 | http://www.mps-paymentservices.com | |
Houston, United States (US) | Finance and Banking Finance and Banking | 100-150 | https://www.swnbk.com/ | |
Sanibel, United States (US) | Finance and Banking Finance and Banking | 50-100 | https://floridatrust.com/ | |
Houston, United States (US) | Finance and Banking Finance and Banking | 150-200 | http://www.republicstatemortgage.com | |
Woodland Hills, United States (US) | Finance and Banking Finance and Banking | 50-100 | http://www.goetzmangroup.com | |
Tampa, United States (US) | Finance and Banking Finance and Banking | 50-100 | http://www.thelegacywealthpartners.com | |
Plano, United States (US) | Finance and Banking Finance and Banking | 50-100 | https://www.ionesolutions.com/sortis | |
Plano, United States (US) | Finance and Banking Finance and Banking | 50-100 | https://elevenmortgage.com/ | |
Irvine, United States (US) | Finance and Banking Finance and Banking | 50-100 | https://loanwyse.com | |
New York, United States (US) | Finance and Banking Finance and Banking | 50-100 | http://www.lyraclientsolutions.com |
1950/2,776 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.