Finance Companies Worldwide

Wealth Express is a US-based meetings intelligence platform provider, specializing in helping financial advisors generate high-quality leads and close more client meetings.

Wealthexpress connects financial advisors with high-intent clients seeking retirement and wealth management solutions. Our platform utilizes advanced AI to identify and qualify prospects, streamlining the sales process and boosting advisor productivity.

Designed for the complex needs of the financial services industry, Wealth Express offers a powerful solution for advisors looking to scale their businesses and improve client acquisition. We help advisors focus on building relationships and delivering personalized advice, while our platform handles the heavy lifting of lead generation.

As a MeetingsTech company, we are committed to innovation and providing cutting-edge technology to the financial advisory sector. We currently serve over 100 advisors across the United States, helping them achieve significant growth and success.

Biclub is a global digital asset exchange headquartered in Irvine, California, providing investors with comprehensive market data, private sales opportunities, and a wide range of digital asset trading solutions.

We specialize in facilitating secure and efficient transactions across various digital assets, including C2C, fiat-to-token, and token-to-token exchanges. Our platform leverages the Biclub Exchange Operating System, enabling users to engage in crypto mining, secure voting, and high-speed transactions.

Biclub’s core offering is the BZ token, a decentralized, blockchain-based digital asset built on Ethereum, designed to foster a vibrant and innovative digital asset ecosystem. Founded in 2017, Biclub is committed to providing a reliable and accessible platform for global digital asset investors.

Performance SLC is a US-based company specializing in student loan consolidation and debt forgiveness solutions, headquartered in Irvine, California.

We understand the overwhelming challenges many Americans face with their student loan debt. Performance SLC provides a streamlined process to help individuals identify suitable programs, gather necessary documentation, and prepare it for review.

Our dedicated team focuses on simplifying the complex Department of Education application process, offering personalized support and guidance to navigate the student loan landscape. We aim to alleviate the stress and financial burden associated with student loans, empowering clients to achieve greater financial freedom.

With a team of experienced professionals and a commitment to client satisfaction, Performance SLC is a trusted partner in debt management.

Tableicity is a California-based cap table management platform specializing in privacy-first equity solutions.

We empower startups, investors, and founders to securely manage their cap tables using cutting-edge Zero-Knowledge Proofs (ZKPs) and SHA-256 encryption. Our NOIR engine provides a revolutionary approach to cap table ownership, ensuring complete confidentiality and compliance.

Tableicity offers a user-friendly, intuitive platform with features including ESOP hierarchy, SAFE management, stakeholder tracking, and encrypted data rooms. We’re committed to simplifying equity management and fostering trust within the startup ecosystem.

Founded in 2017, Tableicity has rapidly expanded its reach, serving clients across the United States and beyond, with a team of dedicated experts focused on delivering innovative and secure solutions.

Heartland Lenders is a business lender based in Irvine, California, providing working capital loans and business lines of credit to small businesses across the United States.

We specialize in supporting Main Street USA by offering customized financial solutions, including working capital loans ranging from $10,000 to $5 million and business credit lines from $10,000 to $250,000. Our goal is to empower small businesses to overcome cash flow challenges, invest in growth, and expand their operations.

At Heartland Lenders, we distinguish ourselves through our customer-centric approach, offering personalized service from dedicated account managers and streamlined online application processes. We are committed to building long-term relationships with our clients, fostering economic prosperity, and strengthening the communities we serve. Small business funding, business lines of credit, and working capital loans are at the heart of our mission.

Lending Harbor is a California-based mortgage lender specializing in innovative financing solutions for self-employed borrowers, ITIN holders, and those with non-traditional income.

We provide a comprehensive suite of mortgage products, including VA, Bank Statement, and Jumbo loans, designed to meet the unique needs of today’s borrowers. Our focus is on delivering trusted, transparent home financing while building lasting relationships with brokers and clients alike.

At Lending Harbor, we pride ourselves on our commitment to community and our fresh approach to lending, combining deep industry knowledge with a modern, people-centered approach. We’re part of STG Mortgage, Inc., and dedicated to setting a new standard in service, one loan at a time.

We are committed to supporting the neighborhoods we call home through local partnerships and volunteer efforts.

Quick Merchants is a leading provider of end-to-end credit card payment solutions, serving businesses and non-profit organizations across the United States.

We specialize in delivering comprehensive merchant services, including credit card processing, e-commerce gateways, and mobile payment solutions. Our goal is to simplify the complexities of accepting payments, allowing our clients to focus on growing their businesses.

Quick Merchants distinguishes itself through a commitment to transparency, honesty, and a merchant-first approach. We offer tailored solutions and dedicated support to ensure a seamless and profitable payment experience. We are dedicated to helping businesses of all sizes – from small startups to large enterprises – thrive in today’s competitive landscape.

With a strong foundation in technology and a customer-centric philosophy, Quick Merchants continues to expand its reach and provide innovative payment solutions.

Retreat Capital Management Inc is a financial services company based in Irvine, California, specializing in domain name sales and offering flexible payment plans. Since 2005, we’ve empowered thousands of individuals and businesses to secure memorable online identities.

We provide a vast selection of premium domain names, boasting over 4 million options, and continuously expand our portfolio to meet diverse needs.

At Retreat Capital Management, we prioritize customer satisfaction, offering competitive pricing, secure transactions, and dedicated support. Our commitment to excellence ensures a seamless domain acquisition experience. We also provide WhoIs privacy protection to safeguard your personal information.

We’re dedicated to helping you establish a strong online presence with the perfect domain name.

Aspiriant is a leading independent wealth management firm based in Los Angeles, California, dedicated to providing comprehensive financial planning and investment management services to forward-thinking families.

We specialize in creating personalized strategies that align with our clients’ unique goals and aspirations, encompassing wealth planning, investment management, risk management, tax planning, estate planning, and philanthropic endeavors. Our firm is built on a foundation of independence and a commitment to long-term sustainability, ensuring peace of mind for generations to come.

Aspiriant’s employee-owned structure fosters a culture of dedication and expertise, with a team of experienced advisors committed to delivering exceptional service and building lasting relationships. We pride ourselves on our meticulous approach, combining deep financial knowledge with a genuine understanding of our clients’ individual circumstances. We’re pacing ourselves deliberately, using the same exacting rigor and foresight and creativity we apply for each of our clients.

GlassRatner is a North American financial advisory services firm providing clarity to complex business challenges and board level agenda items, based in Atlanta, Georgia.

We specialize in delivering a unique continuum of high-value financial advisory services to attorneys and their clients, lenders, private equity investors, and companies of all types – across the US, Canada, and Mexico. Our team of seasoned professionals, with deep industry expertise, provide sophisticated solutions in a transparent, independent and collegial manner, putting clients and their success first.

GlassRatner offers a comprehensive suite of services including restructuring & turnaround management, forensic accounting, litigation support, valuation advisory, engineering & construction consulting, deals, due diligence & transaction support, executive search, and real estate services. We pride ourselves on our collaborative approach and commitment to delivering exceptional results.

Founded 25 years ago, GlassRatner has successfully completed over 5,000 matters, generating over $600M in professional services. We are a team of 200 professionals dedicated to providing strategic guidance and operational support to our clients.

Buckingham Strategic Wealth is a leading wealth management firm based in Clayton, Missouri, dedicated to providing comprehensive financial solutions to individuals, businesses, and institutions.

We specialize in helping our clients achieve their financial goals through evidence-based investing and thoughtful, multi-faceted planning. Our team of experienced advisors offers a full suite of services, including investment management, retirement plan management, and advanced planning strategies.

Buckingham Strategic Wealth distinguishes itself through its commitment to client interests, its robust investment process, and its personalized approach to wealth building. We are a registered investment advisor with the SEC, and our CRD number is 143323.

With offices across the United States, we are committed to delivering exceptional service and building long-term relationships with our clients.

Amur is a leading equipment finance provider based in Grand Island, Nebraska, serving businesses across the United States.

We specialize in providing flexible financing solutions for a wide range of industries, including construction, manufacturing, and transportation. Amur’s core mission is to equip our customers with the capital they need to grow and thrive, fostering long-term partnerships built on trust and mutual success.

As one of the nation’s largest independent equipment finance companies, Amur distinguishes itself through a people-first approach, maintaining relationships as the cornerstone of our strategy. We offer financing from $20,000 to $5 million, with terms up to 84 months, and are committed to providing exceptional service to our brokers, vendors, and customers. We are a certified Great Place to Work® and have been operating for nearly 30 years.

Zillow Home Loans, LLC is a national online mortgage lender based in Irvine, California, dedicated to simplifying the home financing process for buyers and homeowners.

We provide a comprehensive suite of mortgage loan options, including 30-year fixed, FHA, VA, and 20-year fixed rates, catering to a wide range of financial situations and credit profiles.

Zillow Home Loans distinguishes itself through transparent pricing, competitive rates, and a commitment to personalized guidance from experienced loan officers, ensuring a seamless and informed journey from pre-approval to closing. We empower individuals to achieve their homeownership dreams with confidence.

Founded in 2000, Zillow Home Loans has grown to serve over 90,000 homebuyers, solidifying our position as a trusted partner in the mortgage industry.

MorCrypto Exchange is a leading cryptocurrency exchange and investment platform based in St CA, facilitating P2P trading, AI trading systems, and crypto mining services across Nigeria and Africa.

We connect the global blockchain industry to the African market, providing a user-friendly trading experience with low fees and exceptional customer service. Our platform caters to both local Nigerian traders and the significant diaspora remittances flowing into the continent.

MorCrypto Exchange leverages strategic partnerships, including collaborations with Coincodex, to ensure transparency and a superior user experience. We offer a diverse range of investment opportunities within the rapidly growing cryptocurrency landscape, solidifying our position as a key player in Africa’s digital asset ecosystem.

Established in 2019, MorCrypto Exchange currently employs between 201 and 500 individuals, reflecting our commitment to growth and innovation.

First Direct Lending is a leading provider of mortgage lending solutions, based in Irvine, California.

We specialize in facilitating homeownership for individuals and families across the United States, focusing on a wide range of government loan programs, including FHA and VA loans.

First Direct Lending streamlines the mortgage process, offering a comprehensive suite of services from initial application to funding, ensuring a smooth and efficient experience for our clients. We pride ourselves on our commitment to personalized service and expert guidance, helping borrowers achieve their dreams of homeownership.

With a team of experienced professionals and a strong track record, we are dedicated to providing exceptional support and competitive rates. We serve a diverse clientele seeking to leverage mortgage lending opportunities and achieve financial stability.

AmeriHome Retail Lending is a leading retail lending provider based in Irvine, California, specializing in customized home loan solutions for borrowers across the United States.

We focus on delivering exceptional service and tailored financing options, including refinancing and new home purchases, ensuring a straightforward and efficient process for our clients’ home financing journey.

AmeriHome distinguishes itself through a commitment to understanding individual customer needs and providing in-depth knowledge and transparent information. Our team offers a range of career opportunities, from entry-level to management, fostering a flexible and supportive environment for growth and innovation. We are an NMLS ID 135776 Equal Housing Lender.

Retire with Earl is an Orlando, Florida-based financial advisor specializing in helping individuals and families secure their retirement income.

We provide personalized guidance on transforming 401(k)s into steady, protected income streams through fixed index annuities. Our approach focuses on safeguarding savings from market volatility while generating reliable long-term growth.

At Retire with Earl, we prioritize clarity and simplicity, offering straightforward solutions for retirement planning, debt elimination, and estate planning. We help clients build a strong Financial GPS – Growth, Protection, and Savings – ensuring a secure and confident retirement future.

Founded in 2016, Retire with Earl is committed to empowering individuals with the knowledge and tools they need to achieve their retirement goals. We are dedicated to providing exceptional service and building lasting relationships with our clients.

FEI New Jersey is a professional networking organization based in New Jersey, dedicated to supporting senior financial executives, CFOs, and financial leaders.

We provide a valuable forum for these leaders to connect, share best practices, and address the complex challenges facing the finance industry. Our chapter hosts regular dinner meetings and professional development seminars featuring high-quality speakers, fostering a collaborative environment for career and business growth.

Through our events and resources, FEI New Jersey empowers financial professionals to enhance their leadership skills, stay ahead of industry trends, and build strong professional networks. We are a chapter of Financial Executives International, a global association committed to advancing the profession of finance.

Founded in 1931, FEI New Jersey has a long history of supporting the financial community in the region, offering CPE credits and fostering a vibrant network of experienced finance professionals.

Northwestern Mutual - Orange County is a leading financial services firm located in Irvine, California, dedicated to helping individuals and businesses build lasting financial security.

We provide comprehensive wealth management solutions, including retirement planning, investment management, and life insurance, designed to meet the unique needs of our clients. Our team of experienced Financial Advisors works closely with each client to develop personalized strategies that align with their goals and aspirations.

As part of Northwestern Mutual, a company with a rich history dating back to 1857, we are committed to ethical practices and long-term relationships. We help clients protect their assets and grow their wealth, enabling them to enjoy the lifestyle they desire now and in the future. We specialize in serving the Orange County community and beyond, offering peace of mind and financial confidence.

With a team of 201-500 professionals, Northwestern Mutual - Orange County is a trusted partner for families and businesses seeking to secure their financial future.

LoanStream Commercial is a leading commercial real estate lender based in Irvine, California, specializing in providing financing solutions to commercial brokers and investors.

We cater to a diverse range of property types, including multi-family, mixed-use, retail, office, industrial, and automotive properties, serving clients with loan amounts from $250,000 to no limit.

LoanStream Commercial distinguishes itself through a streamlined application process, competitive rates, and a commitment to providing unique products tailored to the specific needs of our clients. We offer both Small Balance Commercial loans ($500K to $5M) and High Balance Commercial loans ($5M to no limit), alongside business purpose lending and various financing options such as ARM and Interest Only fixed terms.

Since 2001, LoanStream Commercial has built a strong reputation for trust, knowledge, and innovation, serving as a premier third-party originator (TPO) and real estate finance lender. We are licensed under NMLS ID #2125 and operate as LoanStream Mortgage, a division of OCMBC, Inc.

Undergraduate Finance Association is a student organization based at UC Irvine, California, dedicated to empowering finance students.

We provide a supportive community for students interested in investments and finance, fostering closer relationships with faculty, MBA students, and industry professionals worldwide.

Through networking events and professional development opportunities, UFA connects students with leading firms like JP Morgan, Goldman Sachs, and Houlihan Lokey, preparing them for rewarding careers in the financial sector.

Established in 2008, UFA has grown to over 400 followers and boasts a team of 20 dedicated members, offering invaluable resources and pathways to success for aspiring finance professionals.

Springhouse Valuations is a leading Texas-based valuations and appraisal management company, providing comprehensive property valuation solutions to lenders, servicers, brokers, investors, and homeowners.

We leverage a nationwide network of experts and cutting-edge technology to deliver accurate, reliable, and timely property valuations in dynamic markets.

Springhouse distinguishes itself through its commitment to exceptional client service, customized solutions, and a deep understanding of both commercial and residential real estate. Founded in 2008 and now employing 201-500 people, we’re part of the Altisource Portfolio Solutions S.A. family, offering a seamless and efficient valuation experience.

Our solutions empower lenders to streamline their processes, manage risk effectively, and make informed decisions, while providing investors with the data-driven insights they need to succeed.

MOS Group, Inc is a US-based specialist in mortgage outreach and loss mitigation solutions, dedicated to helping borrowers facing mortgage difficulties.

For over 48 years, MOS Group has been a trusted partner to the financial industry, providing a comprehensive suite of services including No Contact, Loss Mitigation, Bankruptcy Sweeps, Skip Tracing, Property Inspections/ Preservation, and Private Investigative Services.

Our approach centers on establishing direct contact with borrowers through innovative methods like ‘Financial Package Services’ and ‘Call Transfer Services,’ significantly reducing the risk of foreclosure and facilitating quicker resolutions for our clients. We leverage a nationwide network of licensed investigators and legal professionals to deliver effective and compliant solutions.

MOS Group’s commitment to client success and zero complaints has solidified its reputation as a reliable and results-oriented partner.

Merchant Payments is a US-based payment processing and capital funding provider, specializing in tailored solutions for businesses.

We support a wide range of industries, from retail and e-commerce to hospitality and more, offering comprehensive payment processing, point-of-sales systems, and access to capital. Our goal is to streamline your financial operations and fuel business growth.

Merchant Payments distinguishes itself through its commitment to building strong partnerships and providing personalized service. We focus on delivering flexible and scalable solutions, including merchant accounts, POS hardware, and financing options – all designed to meet the unique needs of each client. Founded in 2004, we’ve helped hundreds of businesses thrive.

Mulapoint is a Kinshasa-based financial services platform specializing in cash-in, cash-out, and utility bill payments.

We empower businesses and individuals across the Democratic Republic of Congo and the United States to seamlessly manage financial transactions, offering a secure and convenient solution for remote payments.

Mulapoint provides a comprehensive agent network, facilitating access to essential financial services for underserved communities. Our platform streamlines payment processes, reducing friction and increasing efficiency for both merchants and customers.

Founded in 2022, Mulapoint is rapidly expanding its reach, connecting individuals and businesses with vital financial tools. We are committed to innovation and building a more inclusive financial ecosystem.

Mortgage Rates Plano Texas is a leading mortgage lender serving clients in Plano, Texas and the surrounding areas.

We specialize in providing competitive 30-year fixed-rate home loans, designed to help homeowners avoid declines when making mortgage payments.

Our commitment is to simplify the mortgage process and deliver personalized service, ensuring a smooth and stress-free experience for every client. We focus on building long-term relationships based on trust and expertise in the Texas real estate market.

Established in 1995, Mortgage Rates Plano Texas has a proven track record of assisting families in achieving their homeownership dreams. We are dedicated to providing exceptional service and competitive rates to our valued customers.

Lieef is a California-based investment firm specializing in capital deployment and operational support for emerging infrastructure platforms.

We combine the discipline of principal investing with the mindset of company builders, partnering with businesses across sectors including renewable energy, sustainable fuels, water, waste, transportation, and EV charging.

Lieef’s approach is hands-on, analytically rigorous, and grounded in operating realities, focusing on catalyzing growth, institutionalizing operations, optimizing capital, and positioning businesses for the next chapter. We partner with management teams and professionals of high integrity who are looking to accelerate their business growth without diluting their ownership interests.

Lieef’s Capital Built to Scale strategy focuses on predictable cash flow, no macro bets, and prudent leverage, ensuring long-term, sustainable growth for our portfolio companies.

Phronesis Fund is a long-biased investment partnership based in Orlando, Florida, specializing in applying practical wisdom and first principles to patient capital compounding.

We focus on building enduring relationships and generating consistent returns through a disciplined, long-term investment approach. Our expertise lies in identifying and supporting businesses with strong fundamentals and sustainable growth potential.

Phronesis Fund’s investment strategy is rooted in a deep understanding of power laws and market dynamics, allowing us to navigate complex financial landscapes with confidence. We are dedicated to fostering trust and delivering value to our partners.

Founded in 2020, we operate with a small, focused team of experienced professionals committed to delivering exceptional results. We are a registered investment advisor.

OneOutdoor Holdings is a Florida-based investment holding company specializing in acquiring and operating established commercial landscaping businesses.

We are dedicated to preserving the legacy of family-owned businesses, providing strategic guidance, and fostering strong team dynamics. Our approach centers on long-term thinking and unwavering integrity, ensuring the continued success of the companies within our portfolio.

As experienced operators ourselves, we understand the nuances of running a successful business – it’s more than just financial metrics; it’s about people, community, and a shared vision. We’ve successfully realized investments in Benchmark Landscaping, GeorgiaScapes, and more, demonstrating our commitment to building a family of thriving enterprises.

TYME Advisors is a Plano, Texas-based wealth advisory and consulting firm dedicated to providing clients with comprehensive, real-time, and personalized financial guidance.

We serve a diverse clientele, including individuals, high-net-worth individuals, small to medium-sized businesses, business owners, Registered Investment Advisor (RIA) firms, and broker dealer firms. Our goal is to address the challenges faced by these groups – from cash management and tax planning to investment selection and estate planning – offering a holistic approach to financial well-being.

What distinguishes TYME Advisors is our commitment to multi-disciplinary advice, delivered through a technology-driven platform. We leverage our expertise in performance reporting, portfolio management consulting, and system architecture to create a truly integrated and understandable experience for our clients.

Founded in 2016, TYME Advisors, led by Taylor Herzog, CFA, CAIA, combines decades of experience in investment research, risk management, and technology solutions to deliver exceptional value. We are committed to helping our clients achieve their long-term financial goals.

Sparrow Wealth Management is a fee-only financial advisor based in Lake Nona, Florida, providing low-cost investment management and comprehensive financial planning services to clients nationwide.

We understand that navigating the complexities of wealth management can be overwhelming. That’s why we focus on building strong, trusting relationships with our clients, acting as a fiduciary and putting your best interests first. Unlike commission-based advisors, we don’t receive incentives to recommend specific products, ensuring unbiased advice tailored to your unique goals.

Sparrow Wealth Management helps individuals and families achieve financial freedom and peace of mind through a personalized approach, combining strategic investment management with proactive financial planning. We specialize in serving a diverse clientele, from established families to new couples, and are committed to inclusivity and respect across all walks of life.

With over 20 years of experience, we’ve helped hundreds of clients build and preserve their wealth, and we’re dedicated to continuing to provide exceptional service and guidance for years to come. We currently manage assets for households with $3 million or more.

Taurus Capital Partners is a specialist hotel investment advisory firm based in Saint Petersburg, Florida.

We focus on assembling, restructuring, and managing a portfolio of hotel assets through complex situations, unlocking value and driving growth. Our investment strategy concentrates on U.S. and select international markets, targeting distressed, stabilized, and development assets.

Taurus Capital Partners leverages deep market expertise and a robust network of industry specialists – including insolvency administrators, banks, and operators – to deliver exceptional results for our investors, encompassing advisory, acquisitions, financing, restructuring, capital raising, and asset management. We cater to investors such as Private Equity, Funds of Funds, and High Net Worth Individuals.

Wren Industries Inc is a privately held investment firm based in Siler City, North Carolina, supporting entrepreneurs across the Southeast. Founded in 1923, this fourth-generation, family-office provides permanent capital to growing businesses.

We focus on identifying and nurturing promising companies, offering strategic guidance and operational support alongside financial investment. Our approach centers on building long-term partnerships, understanding the unique needs of each business, and fostering sustainable growth.

Wren Industries’ investment strategy is rooted in a deep understanding of the regional economy and a commitment to supporting local entrepreneurs. We specialize in providing capital to businesses in the Financial Services sector, helping them scale and achieve their full potential.

With a team of just 3 professionals, we offer a highly personalized and responsive investment experience.

Inheritance Financial Solutions is a Fort Wayne, Indiana-based wealth management firm dedicated to providing personalized financial planning, investment strategies, and retirement solutions to individuals, families, and business owners.

We specialize in helping clients navigate complex financial landscapes, from estate planning and succession strategies for business owners to retirement and investment management for individuals.

At Inheritance Financial Solutions, we prioritize a client-first approach, utilizing independent research and a deep understanding of your unique goals and values to build long-term relationships and deliver tailored financial strategies. We believe in proactive planning and clear communication, ensuring you have the knowledge and confidence to achieve your financial aspirations.

Our team brings diverse experience and a shared commitment to helping you preserve your legacy and build a secure financial future.

BulletProof Holdings is a privately held investment firm based in Orlando, Florida, specializing in providing recession-proof wealth preservation and growth for its clients.

We serve a diverse clientele, including everyday professionals and entrepreneurs, with a particular focus on underserved investors such as women, Black, and Latino individuals, aiming to diminish wealth inequality.

At BulletProof Holdings, we prioritize enduring partnerships built on trust and integrity, consistently yielding exceptional, long-term investment returns. Our commitment to aligning our interests with those of our investors drives our mission to become the preferred ally in private markets.

We are dedicated to establishing innovative investment funds that boast accessibility, affordability, and transparency, while catering to the aspirations of the everyday professional and entrepreneur.

Scale Up Pitch is a Plano, Texas-based funding forum connecting high-potential startups with investors who fuel Seed+ and Series A growth. We provide a trusted platform for later-stage companies to secure capital, sharpen their strategies, and join a network built on real-world experience.

At the heart of Scale Up Pitch are its founders: Chuck May, Jim Davis, Kirk Otis, and Hall T Martin. Each brings a unique set of skills and experiences to the table, contributing to the forum's success. Chuck May, known for his strategic insight in technology startups, has a track record of guiding young companies through pivotal growth stages. Jim Davis brings a wealth of experience in corporate finance, helping startups optimize their financial strategies for scaling. Kirk Otis, an experienced CEO of two startups in the tech space (1 now public), raised $54M from VCs, and managed 29 start-ups through Nortel’s CVC program, provides practical advice on fundraising and managing rapid growth. Hall T Martin, an expert in venture connections, bridges the gap between rising startups and interested investors.

Scale Up Pitch is held on the third Friday of each month, offering both online and in-person participation options. This hybrid format ensures maximum accessibility, allowing founders from various geographies to engage with potential investors without the barrier of travel. We focus on building lasting relationships within a trusted community, and our events are non-solicitation-based, fostering high-quality deal flow and investor engagement.

Scale Up Pitch offers exclusive access to Seed+ and Series A investors, facilitating significant capital raises and strategic partnerships. We’ve facilitated over $900M in capital raised and connected over 43,000 investors through our network, demonstrating our impact on the startup ecosystem.

Viridi Capital is a US-based venture capital firm specializing in private equity and investment strategies focused on sustainability, innovation, and return.

Based in Orlando, Florida, Viridi Capital operates across Brazil and the United States, providing value, angel, and venture capital investments to a diverse range of companies.

With a history dating back to 2003, Viridi Capital supports businesses leveraging innovative models and sustainable practices. We are dedicated to identifying and nurturing high-growth potential ventures, offering strategic guidance and capital to drive success in the competitive market.

Viridi Capital’s investment approach centers on businesses that align with our core values of sustainability, innovation, and delivering strong returns to our investors.

Ispolin Capital LLC is a U.S.-based registered commodity trading advisor (CTA) and commodity pool operator (CPO) with the commodity futures trading commission (CFTC) and a member of the national futures association (NFA #0555529). We operate at the intersection of human insight and machine precision, seeking to deliver risk adjusted alpha and capital preservation in volatile macro regimes though losses may occur.

Our discretionary global macro strategy combines institutional trading discipline with AI-assisted analytics and a drawdown-responsive risk framework. We manage capital through a structured risk approach, utilizing liquidity, clarity, and conviction to capitalize on global trends.

Ispolin Capital LLC employs a multi-layered, automated, and adaptive risk control system – the Capital Survival Framework™ – that dynamically adjusts leverage and exposure based on drawdown zones, prioritizing disciplined capital preservation. We offer both managed accounts (SMA) and fund structures for institutional allocators, family offices, and wealth managers seeking exposure to discretionary global macro strategies. Our team, led by Ilya Lobanov and Kuan Karsybek, brings extensive experience in global markets and investment banking to this endeavor.

DePaolo & May Strategic Wealth is a California-based investment management firm specializing in bespoke financial planning and wealth preservation for high-net-worth individuals and families.

We provide comprehensive services, including investment management, financial planning, tax strategy, and estate planning, all designed to help our clients achieve their long-term financial goals.

As a fee-only, fiduciary advisor, we prioritize our clients’ best interests above all else, offering transparent advice and a personalized approach, free from conflicts of interest. We utilize cutting-edge technology and a four-pillar approach to optimize your finances, ensuring clarity, intentionality, and sustainable growth.

We’ve helped young professionals, pre-retirees, and those nearing a liquidity event navigate complex financial transitions with confidence, building secure futures and preserving their wealth for generations to come.

Zen Ventures is a Dallas-based venture fund specializing in Tech, Real Estate, Recruitment, and Social Entrepreneurship.

Founded in 2022, Zen Ventures combines 100 years of combined experience in building and investing in startups and real estate, leveraging a philosophy of ‘think big, start small, act fast’ to accelerate growth for its portfolio companies.

We provide capital and strategic guidance across various stages, from seed and angel funding to Series A, B, and C rounds, alongside incubation and mentorship programs. Zen Ventures aims to connect the growing Tech and Real Estate markets, offering a diversified investment portfolio focused on hypergrowth startups and high-performing real estate assets.

With over $50 million in capital deployed, and expertise in areas like IT Recruitment, VOIP Solutions, Multifamily, and Land Development, Zen Ventures is a trusted partner for companies seeking to scale their operations and achieve lasting success.

Sunset Prosperities is a veteran-owned real estate investment company specializing in purchasing, rehabbing, and selling single-family and multi-family homes, primarily serving homeowners in Orlando, Florida facing financial difficulties.

We focus on providing solutions to help clients avoid foreclosure and retain their properties. Our approach centers on efficient property management and strategic sales, ensuring a positive outcome for both the homeowner and our investors.

As a Florida-based company, we leverage local market expertise to identify undervalued properties and deliver exceptional results. We are dedicated to assisting families and building a strong community through responsible real estate practices.

Founded in 2022, Sunset Prosperities currently employs a team of 4 professionals, dedicated to providing personalized service and achieving successful outcomes for our clients.

SJC Capital LLC is a global non-custodial multi-family office consultancy based in St. Petersburg, Florida, specializing in quality discrete investment management services for exclusive individuals and multi-generational wealth.

We leverage decades of experience, drawing on best practices from the UK’s wealthiest families, to manage portfolios ranging from billion-dollar allocations. Our approach is rooted in proven success across all economic cycles, coupled with the strategic use of advanced technologies, including Artificial Intelligence since 2019.

SJC Capital LLC prioritizes transparency and utilizes a bespoke investment universe tailored to specific ethical, organizational, or performance requirements. We offer a comprehensive suite of services, including best-in-class custodial and liquidity solutions, alongside the highest professional qualifications, ensuring the secure and efficient management of your assets.

Mattina Capital is a real estate investment firm based in St. Petersburg, Florida, specializing in commercial real estate investments.

We focus on identifying and acquiring special situations and value-oriented opportunities within the sector. Mattina Capital provides strategic investment solutions for investors seeking to capitalize on distressed assets and emerging markets.

Our approach centers on thorough due diligence, financial modeling, and a deep understanding of the commercial real estate landscape. We aim to deliver strong returns while mitigating risk, supporting our clients’ financial goals.

Founded in 2024, Mattina Capital is a dynamic team dedicated to building long-term value through strategic real estate investments.

CrestHaven is a New York-based private equity firm specializing in diversified portfolios across public and private equity, with a strategic focus on national security, healthcare, and real estate investments.

We partner with exceptional management teams and leading investors to build sustainable, long-term value. Our investment approach centers on identifying and supporting companies with strong growth potential and resilient business models.

CrestHaven’s expertise lies in navigating complex investment landscapes and delivering consistent returns. We are dedicated to fostering collaborative relationships and creating lasting impact within the sectors we serve. We provide sophisticated investment solutions for a range of stakeholders, including institutional investors and family offices.

Founded in 2025, CrestHaven is committed to responsible investing and creating value for our partners and the communities we serve.

Chronos Capital Partners is a leading Hedge Fund & Private Equity Firm based in Las Vegas, Nevada, specializing in alternative investments for accredited investors.

We focus on identifying and securing opportunities across a range of asset classes, including private equity, real estate, and venture capital. Our team leverages deep market expertise and a rigorous investment process to deliver superior returns and minimize correlation with traditional market volatility.

Chronos Capital Partners provides sophisticated investment solutions designed to meet the unique needs of high-net-worth individuals and institutional investors seeking long-term growth. We pride ourselves on our commitment to transparency, personalized service, and a proactive approach to portfolio management.

Founded in 2018, Chronos Capital Partners has quickly established a reputation for delivering consistent performance and building strong, lasting relationships with our clients.

Analogous Investment Management is a fee-only investment advisory firm based in Anchorage, Alaska, dedicated to providing disciplined investment management and long-term financial guidance to individuals and high-net-worth clients.

We specialize in building personalized investment strategies aligned with our clients’ unique goals and risk tolerance. Our approach centers on thoughtful portfolio management and comprehensive financial planning, ensuring a clear and transparent path toward achieving financial success.

As a fiduciary, Analogous Investment Management prioritizes acting solely in the best interests of our clients, fostering trust and long-term partnerships. We are committed to delivering exceptional service and expertise, helping clients navigate the complexities of the investment landscape and confidently pursue their financial aspirations. We serve clients seeking sophisticated investment solutions and proactive financial oversight.

Founded in 2020, we’ve quickly established ourselves as a reliable partner for those seeking clarity and control over their financial future.

Prudent Prosperity is a Texas-based wealth management firm dedicated to providing comprehensive, custom financial planning solutions.

We specialize in helping families build, protect, and grow their wealth through personalized investment management, strategic tax planning, and proactive estate planning.

Our approach is rooted in decades of experience within the securities industry, combined with a commitment to client service excellence and a focus on long-term family success. We offer a unique, employee-owned model, providing access to global resources and negotiated investment terms.

Prudent Prosperity is committed to guiding clients through every stage of their financial journey, one prudent step at a time.

Bull City Partners is a Durham, North Carolina-based investment firm specializing in acquiring and operating privately held companies.

We focus on partnering with established businesses across the **Financial Services** sector, providing strategic guidance and operational expertise to drive growth and maximize value.

Our approach centers on identifying resilient companies with strong fundamentals and a clear path to expansion, leveraging our team’s deep industry knowledge and operational capabilities to unlock their full potential. We are dedicated to building lasting partnerships and delivering exceptional returns for our investors.

Founded in 2023, Bull City Partners is a nimble and results-oriented firm committed to creating sustainable value in the businesses we acquire.

The Jameson Companies is a leading financial services firm based in Orlando, Florida, specializing in providing comprehensive wealth management solutions to high-net-worth individuals and families.

We understand the complexities of building and preserving wealth across generations. Our team of experienced advisors focuses on delivering personalized strategies tailored to each client’s unique goals, encompassing retirement planning, investment management, estate planning, and tax optimization.

At Jameson Companies, we prioritize a collaborative approach, building long-term relationships founded on trust and transparency. We are committed to helping our clients achieve financial security and realize their aspirations.

Founded in 2015, we’ve grown to serve a diverse clientele while maintaining a commitment to exceptional service and a deep understanding of the financial landscape.

Progression Capital Investment is a real estate investment firm specializing in multifamily properties with value-add potential, headquartered in Orlando, Florida.

We focus on identifying and acquiring opportunistic multifamily assets in high-growth markets, specifically targeting Central Florida, Western Pennsylvania, and South Carolina. Our investment strategy centers on revitalizing properties and maximizing their long-term value.

Progression Capital Investment partners with investors seeking stable, income-generating real estate opportunities. We pride ourselves on a disciplined approach to investment selection and a commitment to delivering strong returns. We are dedicated to building lasting relationships with our clients and partners, driven by a team of experienced professionals.

Established in 2022, we are rapidly expanding our portfolio and seeking to align ourselves with the best of the best in the industry.