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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Personal Loans is a leading provider of personal loan news, research, and consumer advocacy based in Durham, North Carolina.
We empower consumers across the United States with the knowledge and resources they need to make informed decisions about personal loans. Our comprehensive platform offers expert analysis of the personal loan market, practical advice on securing the best rates, and a strong voice advocating for fair lending practices.
Personal Loans helps individuals and families manage their finances effectively, offering a valuable service for those seeking flexible financing options for a wide range of needs – from starting a business and funding weddings to home improvements and vehicle repairs. We are committed to transparency and education within the financial services sector, ensuring our users have the tools to navigate the complexities of personal lending.
Established in 2001, Personal Loans has grown to become a trusted resource for millions of Americans, consistently delivering high-quality information and support. We continue to expand our reach and impact, solidifying our position as a key player in the consumer finance landscape.
We empower consumers across the United States with the knowledge and resources they need to make informed decisions about personal loans. Our comprehensive platform offers expert analysis of the personal loan market, practical advice on securing the best rates, and a strong voice advocating for fair lending practices.
Personal Loans helps individuals and families manage their finances effectively, offering a valuable service for those seeking flexible financing options for a wide range of needs – from starting a business and funding weddings to home improvements and vehicle repairs. We are committed to transparency and education within the financial services sector, ensuring our users have the tools to navigate the complexities of personal lending.
Established in 2001, Personal Loans has grown to become a trusted resource for millions of Americans, consistently delivering high-quality information and support. We continue to expand our reach and impact, solidifying our position as a key player in the consumer finance landscape.
Financial Services
Finance
Heyday is a mobile app company based in Lincoln, Nebraska, specializing in **financial management solutions** for college students.
Heyday provides an automatic money-managing mobile app designed to help Gen Z take control of their finances and make smart money moves.
Our platform simplifies budgeting, tracks spending, and offers personalized insights, empowering students to build healthy financial habits. We focus on providing a seamless and engaging experience, addressing the unique financial challenges faced by young adults.
Heyday is committed to democratizing financial literacy and equipping the next generation with the tools they need to achieve their financial goals. We are a rapidly growing company dedicated to innovation in the **student financial wellness** space.
Heyday provides an automatic money-managing mobile app designed to help Gen Z take control of their finances and make smart money moves.
Our platform simplifies budgeting, tracks spending, and offers personalized insights, empowering students to build healthy financial habits. We focus on providing a seamless and engaging experience, addressing the unique financial challenges faced by young adults.
Heyday is committed to democratizing financial literacy and equipping the next generation with the tools they need to achieve their financial goals. We are a rapidly growing company dedicated to innovation in the **student financial wellness** space.
Financial Services
Finance
Belltower Funding LLC is a New Jersey-based direct MCA funder specializing in Tier 3 & C Paper financing for ISOs.
We provide quick decisions and straight answers, built for ISOs and merchants who value transparency and efficiency. Belltower Funding LLC focuses on cash-flow based deals, offering advances from $12K to $100K with typical terms of 28 to 32 weeks.
Our commitment to speed – decisions in 2 to 6 hours Monday through Friday – combined with aggressive discounts for strong performing merchants, makes us a reliable partner. We prioritize a straightforward approach, ensuring a positive experience for both ISOs and their clients.
Belltower Funding LLC operates with a dedicated decision maker, streamlining the funding process and eliminating unnecessary delays. We do not fund financial services, law firms, auto sales, or active defaults.
We provide quick decisions and straight answers, built for ISOs and merchants who value transparency and efficiency. Belltower Funding LLC focuses on cash-flow based deals, offering advances from $12K to $100K with typical terms of 28 to 32 weeks.
Our commitment to speed – decisions in 2 to 6 hours Monday through Friday – combined with aggressive discounts for strong performing merchants, makes us a reliable partner. We prioritize a straightforward approach, ensuring a positive experience for both ISOs and their clients.
Belltower Funding LLC operates with a dedicated decision maker, streamlining the funding process and eliminating unnecessary delays. We do not fund financial services, law firms, auto sales, or active defaults.
Financial Services
Finance
HappyStocks is a US-based financial education company providing a leading growth stock newsletter to investors.
We empower investors to build wealth by mastering growth stock investing through our comprehensive and actionable newsletter. Our goal is to deliver insights on tomorrow’s winners, directly to your inbox today.
HappyStocks focuses on delivering timely and relevant information to help investors identify and capitalize on growth opportunities. We are dedicated to making investing accessible and profitable for everyone.
Founded in 2026, HappyStocks is committed to providing high-quality financial content and fostering a community of informed investors.
We empower investors to build wealth by mastering growth stock investing through our comprehensive and actionable newsletter. Our goal is to deliver insights on tomorrow’s winners, directly to your inbox today.
HappyStocks focuses on delivering timely and relevant information to help investors identify and capitalize on growth opportunities. We are dedicated to making investing accessible and profitable for everyone.
Founded in 2026, HappyStocks is committed to providing high-quality financial content and fostering a community of informed investors.
Financial Services
Finance
Streamline Home Lending Corp is a dedicated lending team based in Irvine, California, specializing in providing exceptional mortgage solutions to homebuyers throughout California.
At Streamline Home Lending Corp, we understand that buying a home is a significant milestone, and we’re committed to making the process as smooth and enjoyable as possible. We offer a comprehensive range of loan products, including fixed-rate, ARM, conventional, jumbo, VA, and FHA loans, catering to diverse borrower needs.
What sets us apart is our rapid pre-approval process – delivering approvals in under 5 minutes – and our dedication to meeting deadlines, closing loans on average in just 21 days. We partner with over 200 real estate agents to ensure a seamless experience for our clients. We are proud to be recognized as one of the top 1% for funding resources in the State of California.
We prioritize clear communication, personalized service, and building strong relationships with our clients, ensuring they feel supported every step of the way. Let Streamline Home Lending Corp help you achieve your dream of homeownership.
At Streamline Home Lending Corp, we understand that buying a home is a significant milestone, and we’re committed to making the process as smooth and enjoyable as possible. We offer a comprehensive range of loan products, including fixed-rate, ARM, conventional, jumbo, VA, and FHA loans, catering to diverse borrower needs.
What sets us apart is our rapid pre-approval process – delivering approvals in under 5 minutes – and our dedication to meeting deadlines, closing loans on average in just 21 days. We partner with over 200 real estate agents to ensure a seamless experience for our clients. We are proud to be recognized as one of the top 1% for funding resources in the State of California.
We prioritize clear communication, personalized service, and building strong relationships with our clients, ensuring they feel supported every step of the way. Let Streamline Home Lending Corp help you achieve your dream of homeownership.
Financial Services
Finance
OFAC-API.com is a US-based API provider specializing in comprehensive compliance solutions for the financial industry. We deliver fast, flexible, and developer-centric OFAC, BIS, AML, and KYC APIs, helping organizations worldwide meet stringent regulatory requirements.
Our mission is to simplify compliance for businesses of all sizes, from payment processors and remittance companies to banks and FinTech startups. We provide access to a global database of sanctioned parties, including OFAC SDN, EU, UK, UN, and more, enabling real-time screening and transaction monitoring.
What sets OFAC-API.com apart is our commitment to developer-friendly technology and a wide range of data sources. We offer a RESTful API with extensive documentation and a dedicated developer portal, making it easy to integrate compliance into your existing systems. We currently serve over 500 client organizations and screen more than 10 million parties daily.
Our mission is to simplify compliance for businesses of all sizes, from payment processors and remittance companies to banks and FinTech startups. We provide access to a global database of sanctioned parties, including OFAC SDN, EU, UK, UN, and more, enabling real-time screening and transaction monitoring.
What sets OFAC-API.com apart is our commitment to developer-friendly technology and a wide range of data sources. We offer a RESTful API with extensive documentation and a dedicated developer portal, making it easy to integrate compliance into your existing systems. We currently serve over 500 client organizations and screen more than 10 million parties daily.
Financial Services
Finance
QuickScript is a California-based provider of rapid IRS transcript delivery services, serving mortgage lenders and tax professionals.
We specialize in expediting access to crucial tax information, eliminating the frustrating delays often associated with traditional transcript requests. Our streamlined process ensures you receive your IRS transcripts in as little as 24 hours, minimizing disruptions to your workflow and helping you avoid funding delays.
QuickScript leverages a dedicated platform and strategic partnerships to deliver unparalleled speed and reliability. We are committed to providing a simple, efficient solution for obtaining the necessary tax documentation, allowing you to focus on your core business operations.
Founded in 2021, QuickScript has quickly become a trusted partner for financial institutions seeking a dependable source for IRS transcripts. We prioritize customer satisfaction and strive to exceed expectations with our exceptional service and support.
We specialize in expediting access to crucial tax information, eliminating the frustrating delays often associated with traditional transcript requests. Our streamlined process ensures you receive your IRS transcripts in as little as 24 hours, minimizing disruptions to your workflow and helping you avoid funding delays.
QuickScript leverages a dedicated platform and strategic partnerships to deliver unparalleled speed and reliability. We are committed to providing a simple, efficient solution for obtaining the necessary tax documentation, allowing you to focus on your core business operations.
Founded in 2021, QuickScript has quickly become a trusted partner for financial institutions seeking a dependable source for IRS transcripts. We prioritize customer satisfaction and strive to exceed expectations with our exceptional service and support.
Financial Services
Finance
Vedomi Capital is a multifamily real estate investment firm based in Plano, Texas, specializing in delivering above-average returns for investors.
We focus on identifying and acquiring high-potential multifamily properties across the United States. Our team provides a streamlined investment experience, meticulously vetting each opportunity to ensure alignment with our clients’ financial goals.
Vedomi Capital offers a trusted partnership for investors seeking stable and profitable real estate investments, leveraging our expertise in the multifamily sector to navigate the complexities of the market with confidence. We are committed to building long-term relationships based on transparency and mutual success.
We focus on identifying and acquiring high-potential multifamily properties across the United States. Our team provides a streamlined investment experience, meticulously vetting each opportunity to ensure alignment with our clients’ financial goals.
Vedomi Capital offers a trusted partnership for investors seeking stable and profitable real estate investments, leveraging our expertise in the multifamily sector to navigate the complexities of the market with confidence. We are committed to building long-term relationships based on transparency and mutual success.
Financial Services
Finance
Flyover Fintech is a conference based in Lincoln, Nebraska, focused on connecting innovators, financial services leaders, and policymakers within the ‘flyover’ country region.
We bring together a diverse group of attendees – including Members of Congress, payments companies, financial marketers, banks, and startups – to explore the potential and risks of fintech.
Flyover Fintech facilitates networking, provides valuable insights into the regulatory environment and emerging technologies like artificial intelligence and cybersecurity, and offers a platform for critical conversations with public and private sector leaders. It’s an event designed for fintechs, financial leaders, banks, startups, legislators, and regulators with a vested interest in the success of fintech in this region.
We bring together a diverse group of attendees – including Members of Congress, payments companies, financial marketers, banks, and startups – to explore the potential and risks of fintech.
Flyover Fintech facilitates networking, provides valuable insights into the regulatory environment and emerging technologies like artificial intelligence and cybersecurity, and offers a platform for critical conversations with public and private sector leaders. It’s an event designed for fintechs, financial leaders, banks, startups, legislators, and regulators with a vested interest in the success of fintech in this region.
Financial Services
Finance
Millard Financial Group is a full-service financial planning firm based in Fort Wayne, Indiana, dedicated to helping federal employees and others plan for a secure retirement.
We understand that retirement planning can be complex and overwhelming. That’s why we offer a holistic approach, covering everything from Medicare and Social Security to investment strategies and income planning. Our goal is to provide you with a clear roadmap to financial independence, tailored to your unique needs and goals.
As experienced financial advisors, we specialize in assisting federal employees with the specific considerations surrounding their benefits and retirement options. We work closely with you to develop a comprehensive plan that addresses your short-term and long-term financial objectives, ensuring you’re well-prepared for a comfortable and fulfilling retirement. Investment advisory services are offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor.
We understand that retirement planning can be complex and overwhelming. That’s why we offer a holistic approach, covering everything from Medicare and Social Security to investment strategies and income planning. Our goal is to provide you with a clear roadmap to financial independence, tailored to your unique needs and goals.
As experienced financial advisors, we specialize in assisting federal employees with the specific considerations surrounding their benefits and retirement options. We work closely with you to develop a comprehensive plan that addresses your short-term and long-term financial objectives, ensuring you’re well-prepared for a comfortable and fulfilling retirement. Investment advisory services are offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor.
Financial Services
Finance
Americas Doing Business is a US-based partnership connecting international capital funds with infrastructure projects across Latin America and beyond.
We specialize in facilitating investment opportunities in diverse sectors, including structured and undeveloped projects, concession agreements, and those with established contracts. Our team provides comprehensive support, from initial project review and analysis to securing the necessary capital.
We act as a crucial bridge between investors seeking high-growth opportunities in emerging markets and project developers needing strategic funding. Our expertise in infrastructure investment and international finance ensures efficient and successful project execution. We are dedicated to expanding capital for your business across the Americas.
We specialize in facilitating investment opportunities in diverse sectors, including structured and undeveloped projects, concession agreements, and those with established contracts. Our team provides comprehensive support, from initial project review and analysis to securing the necessary capital.
We act as a crucial bridge between investors seeking high-growth opportunities in emerging markets and project developers needing strategic funding. Our expertise in infrastructure investment and international finance ensures efficient and successful project execution. We are dedicated to expanding capital for your business across the Americas.
Financial Services
Finance
NCAT Financial Management Association is a Greensboro, North Carolina-based nonprofit organization dedicated to fostering financial literacy and career opportunities for finance students. We provide a valuable network for students across all academic disciplines, offering resources and knowledge to support their future endeavors. Our mission is to empower the next generation of finance professionals. We are committed to creating a supportive community where students can connect, learn, and grow. Founded as part of North Carolina A&T State University, we leverage the university’s strong academic foundation and research capabilities to deliver impactful programs and resources.
We serve a diverse range of students, including those pursuing degrees in finance, business, and related fields. We address the critical need for financial literacy and career guidance, equipping students with the skills and knowledge they need to succeed in today’s competitive job market.
What distinguishes NCAT is our student-centered approach and our strong ties to North Carolina A&T State University. We are a vital resource for students seeking to expand their financial knowledge and explore career paths in the finance industry. We are proud to be a part of the university’s commitment to student success.
We serve a diverse range of students, including those pursuing degrees in finance, business, and related fields. We address the critical need for financial literacy and career guidance, equipping students with the skills and knowledge they need to succeed in today’s competitive job market.
What distinguishes NCAT is our student-centered approach and our strong ties to North Carolina A&T State University. We are a vital resource for students seeking to expand their financial knowledge and explore career paths in the finance industry. We are proud to be a part of the university’s commitment to student success.
Financial Services
Finance
American Business Lending is a leading provider of flexible financing solutions for businesses across the United States, specializing in equipment financing, accounts receivable financing, working capital loans, and mergers & acquisitions.
We connect businesses with national lenders, offering access to capital that traditional banks often cannot provide. Our team of experienced financial professionals understands the unique challenges faced by entrepreneurs and small to medium-sized enterprises.
American Business Lending focuses on delivering tailored financing options to support growth, expansion, and operational needs. We pride ourselves on our responsiveness, personalized service, and ability to secure funding for businesses of all sizes.
With a commitment to building strong relationships and providing exceptional support, American Business Lending is your trusted partner for all your capital requirements.
We connect businesses with national lenders, offering access to capital that traditional banks often cannot provide. Our team of experienced financial professionals understands the unique challenges faced by entrepreneurs and small to medium-sized enterprises.
American Business Lending focuses on delivering tailored financing options to support growth, expansion, and operational needs. We pride ourselves on our responsiveness, personalized service, and ability to secure funding for businesses of all sizes.
With a commitment to building strong relationships and providing exceptional support, American Business Lending is your trusted partner for all your capital requirements.
Financial Services
Finance
DM Tax & Financial Services is a Plano, Texas-based tax and financial services firm dedicated to providing personalized support to individuals and small businesses.
We understand that navigating complex tax laws and financial planning can be overwhelming. Our team of qualified tax professionals and financial advisors works closely with each client to develop tailored strategies that maximize savings and ensure long-term financial security.
As a Certified Acceptance Agent, we specialize in ITIN applications, simplifying the process for non-residents. We offer a comprehensive suite of services, including tax preparation, bookkeeping, business formation, and retirement planning. We believe in building lasting relationships based on trust and expertise, helping you achieve your financial goals with confidence.
We are committed to providing responsive, accessible service, and we’re here to support you every step of the way. We take care of the back-end of your business, so you can focus on the front-end.
We understand that navigating complex tax laws and financial planning can be overwhelming. Our team of qualified tax professionals and financial advisors works closely with each client to develop tailored strategies that maximize savings and ensure long-term financial security.
As a Certified Acceptance Agent, we specialize in ITIN applications, simplifying the process for non-residents. We offer a comprehensive suite of services, including tax preparation, bookkeeping, business formation, and retirement planning. We believe in building lasting relationships based on trust and expertise, helping you achieve your financial goals with confidence.
We are committed to providing responsive, accessible service, and we’re here to support you every step of the way. We take care of the back-end of your business, so you can focus on the front-end.
Financial Services
Finance
Fairway Wealth Advisors is a leading wealth management firm based in Orlando, Florida, dedicated to providing comprehensive financial planning and investment advisory services to individuals and families.
We specialize in helping clients across all stages of life – from airline pilots and business owners to pre-retirees and high-net-worth individuals – achieve their financial goals. Our approach focuses on simplifying complex financial concepts and delivering tailored solutions that align with each client’s unique circumstances and aspirations.
Fairway Wealth Advisors offers a full suite of services, including retirement planning, estate planning, investment management, and tax optimization strategies. We are committed to building long-term relationships based on trust, transparency, and a deep understanding of our clients’ needs. We strive to be a trusted partner in navigating the complexities of wealth management and securing a prosperous future.
Founded by Brandon Spinneweber, Fairway Wealth Advisors has quickly gained a reputation for personalized service and expert guidance, serving clients throughout Florida.
We specialize in helping clients across all stages of life – from airline pilots and business owners to pre-retirees and high-net-worth individuals – achieve their financial goals. Our approach focuses on simplifying complex financial concepts and delivering tailored solutions that align with each client’s unique circumstances and aspirations.
Fairway Wealth Advisors offers a full suite of services, including retirement planning, estate planning, investment management, and tax optimization strategies. We are committed to building long-term relationships based on trust, transparency, and a deep understanding of our clients’ needs. We strive to be a trusted partner in navigating the complexities of wealth management and securing a prosperous future.
Founded by Brandon Spinneweber, Fairway Wealth Advisors has quickly gained a reputation for personalized service and expert guidance, serving clients throughout Florida.
Financial Services
Finance
Plan Your Federal Retirement is an Anchorage, Alaska-based financial advisory firm dedicated to helping U.S. Government Employees confidently navigate their federal retirement benefits.
We specialize in providing expert guidance on the Federal Employee Retirement System (FERS), ensuring federal employees understand their options for pension payments, survivor benefits, and other crucial aspects of their financial future.
Our approach centers on personalized consultations and tailored strategies, empowering clients to make informed decisions about their retirement planning. We offer a range of resources, including on-demand video courses, in-person classes, and one-on-one consultations, all designed to simplify the complexities of federal retirement.
With a team of experienced professionals, we’re committed to helping federal employees secure a comfortable and fulfilling retirement.
We specialize in providing expert guidance on the Federal Employee Retirement System (FERS), ensuring federal employees understand their options for pension payments, survivor benefits, and other crucial aspects of their financial future.
Our approach centers on personalized consultations and tailored strategies, empowering clients to make informed decisions about their retirement planning. We offer a range of resources, including on-demand video courses, in-person classes, and one-on-one consultations, all designed to simplify the complexities of federal retirement.
With a team of experienced professionals, we’re committed to helping federal employees secure a comfortable and fulfilling retirement.
Financial Services
Finance
Prosperity Lending is a leading mortgage broker specializing in self-employed borrowers and commercial real estate loans, based in Irvine, California.
We provide personalized service to business owners, artists, and entrepreneurs who often face challenges securing traditional financing. Our team analyzes complex financial situations, explains loan options, and helps clients qualify for the best mortgage programs tailored to their needs.
What sets Prosperity Lending apart is our deep understanding of the unique requirements of self-employed individuals and our established relationships with specialized lenders who are willing to work with our clients. We offer a comprehensive approach, including credit improvement strategies and meticulous pre-submission loan analysis, ensuring a smooth and successful mortgage journey.
Founded with a commitment to empowering individuals and businesses, Prosperity Lending has a proven track record of securing loans for clients who have been previously denied, consistently achieving a 96% approval rate on submitted loan applications. We are dedicated to helping our clients achieve their real estate dreams, one loan at a time.
We provide personalized service to business owners, artists, and entrepreneurs who often face challenges securing traditional financing. Our team analyzes complex financial situations, explains loan options, and helps clients qualify for the best mortgage programs tailored to their needs.
What sets Prosperity Lending apart is our deep understanding of the unique requirements of self-employed individuals and our established relationships with specialized lenders who are willing to work with our clients. We offer a comprehensive approach, including credit improvement strategies and meticulous pre-submission loan analysis, ensuring a smooth and successful mortgage journey.
Founded with a commitment to empowering individuals and businesses, Prosperity Lending has a proven track record of securing loans for clients who have been previously denied, consistently achieving a 96% approval rate on submitted loan applications. We are dedicated to helping our clients achieve their real estate dreams, one loan at a time.
Financial Services
Finance
Madison Advance is a New Jersey-based financial technology company providing working capital solutions to brokers. We empower independent brokers to close deals faster and maximize commissions by offering flexible funding and a streamlined process.
At Madison Advance, we understand the challenges brokers face in securing financing for their clients. Our mission is to bridge the gap between brokers and lenders, providing access to capital that supports business growth and strengthens client relationships.
What sets us apart is our commitment to broker partnerships. We treat every broker like a long-term partner, offering full commission on renewals, low early payoff discounts, and clear, direct communication. We’ve funded 200 million dollars in the past 12 months and supported 1,500 businesses, demonstrating our proven track record and dedication to success.
Trust, reputation, and communication are at the heart of everything we do. We build lasting relationships based on transparency and reliability, ensuring that every deal is a smooth and successful one. Let's Do This – Funding Businesses. Empowering Brokers. Building Success Together.
At Madison Advance, we understand the challenges brokers face in securing financing for their clients. Our mission is to bridge the gap between brokers and lenders, providing access to capital that supports business growth and strengthens client relationships.
What sets us apart is our commitment to broker partnerships. We treat every broker like a long-term partner, offering full commission on renewals, low early payoff discounts, and clear, direct communication. We’ve funded 200 million dollars in the past 12 months and supported 1,500 businesses, demonstrating our proven track record and dedication to success.
Trust, reputation, and communication are at the heart of everything we do. We build lasting relationships based on transparency and reliability, ensuring that every deal is a smooth and successful one. Let's Do This – Funding Businesses. Empowering Brokers. Building Success Together.
Financial Services
Finance
Sunstone Venture & Innovation Center is a leading Irvine, California-based innovation platform supporting early-stage founders across key sectors like AI, healthcare, and mobility.
We provide crucial capital – from $50K to $1M – alongside a vibrant ecosystem of resources and connections. Our mission is to empower the next generation of entrepreneurs, fostering resilience and driving scalable, durable companies.
Sunstone Venture & Innovation Center connects founders with investors, public-private partnerships, and a supportive community of 0+ partners and 0+ events annually, helping them achieve significant growth. We are dedicated to building a thriving innovation ecosystem in Southern California.
We provide crucial capital – from $50K to $1M – alongside a vibrant ecosystem of resources and connections. Our mission is to empower the next generation of entrepreneurs, fostering resilience and driving scalable, durable companies.
Sunstone Venture & Innovation Center connects founders with investors, public-private partnerships, and a supportive community of 0+ partners and 0+ events annually, helping them achieve significant growth. We are dedicated to building a thriving innovation ecosystem in Southern California.
Financial Services
Finance
Magnolia Hill Partners is a Florida-based Family Office specializing in high-barrier investments, particularly in commercial real estate and private equity related to professional sports.
We redefine the Family Office model by carefully vetting exclusive opportunities, fostering long-term partnerships, and consistently delivering exceptional returns for our Family Office, UHNW, and Institutional co-investors.
Our focus on regenerative real estate, unique activation, and experience, capitalizing on mixed-use synergies, diversified return streams, and limited supply against high demand, positions us as a leader in strategic asset allocation. We leverage decades of trusted relationships and deep industry expertise to navigate complex markets and deliver impactful results.
We are committed to pioneering innovative strategies that drive sustainable growth and exceptional outcomes, partnering with founders and family-owned businesses to navigate pivotal moments—whether that’s a full sale, recapitalization, or growth investment.
We redefine the Family Office model by carefully vetting exclusive opportunities, fostering long-term partnerships, and consistently delivering exceptional returns for our Family Office, UHNW, and Institutional co-investors.
Our focus on regenerative real estate, unique activation, and experience, capitalizing on mixed-use synergies, diversified return streams, and limited supply against high demand, positions us as a leader in strategic asset allocation. We leverage decades of trusted relationships and deep industry expertise to navigate complex markets and deliver impactful results.
We are committed to pioneering innovative strategies that drive sustainable growth and exceptional outcomes, partnering with founders and family-owned businesses to navigate pivotal moments—whether that’s a full sale, recapitalization, or growth investment.
Financial Services
Finance
Clear Mortgage Capital is a leading mortgage lender based in Irvine, California, dedicated to simplifying the homeownership process for Americans.
We specialize in providing hassle-free digital mortgage solutions, offering a streamlined experience backed by exceptional customer service. Our goal is to make buying or refinancing a home accessible and straightforward for everyone.
What sets Clear Mortgage Capital apart is our commitment to transparency, utilizing a fully digital process that minimizes paperwork and maximizes convenience. We offer a wide range of loan options, including Conventional, FHA, DSCR, VA, Jumbo, and Bank Statement Loans, ensuring we have a tailored solution for every borrower’s needs. We’re proud to be backed by top-tier lenders and our team of experienced mortgage professionals, Adam Sage, Chuck La Flair, Deborah Gutierrez, and Edgar E. B. Sarmiento, are here to guide you every step of the way.
We are committed to providing a stress-free and efficient mortgage experience, helping you achieve your homeownership dreams with confidence.
We specialize in providing hassle-free digital mortgage solutions, offering a streamlined experience backed by exceptional customer service. Our goal is to make buying or refinancing a home accessible and straightforward for everyone.
What sets Clear Mortgage Capital apart is our commitment to transparency, utilizing a fully digital process that minimizes paperwork and maximizes convenience. We offer a wide range of loan options, including Conventional, FHA, DSCR, VA, Jumbo, and Bank Statement Loans, ensuring we have a tailored solution for every borrower’s needs. We’re proud to be backed by top-tier lenders and our team of experienced mortgage professionals, Adam Sage, Chuck La Flair, Deborah Gutierrez, and Edgar E. B. Sarmiento, are here to guide you every step of the way.
We are committed to providing a stress-free and efficient mortgage experience, helping you achieve your homeownership dreams with confidence.
Financial Services
Finance
MAZO Capital Solutions is a trusted commercial finance company based in Irvine, California, providing fast and flexible equipment financing and access to capital for growing businesses and their partners. With nearly one hundred years of collective experience, our team of experts delivers tailored solutions across the nation.
We specialize in empowering entrepreneurs and supporting businesses of all sizes, offering a comprehensive suite of financing options including equipment financing, business loans, working capital, and franchise financing.
MAZO™ Capital Solutions distinguishes itself through its commitment to exceptional service, digital financing tools, and a dedication to fueling America’s entrepreneurial spirit. We prioritize building strong, lasting partnerships with our clients, ensuring they have the resources they need to thrive.
Our experienced team is proud to partner with small businesses across the country and provide the highest level of service every step of the way.
We specialize in empowering entrepreneurs and supporting businesses of all sizes, offering a comprehensive suite of financing options including equipment financing, business loans, working capital, and franchise financing.
MAZO™ Capital Solutions distinguishes itself through its commitment to exceptional service, digital financing tools, and a dedication to fueling America’s entrepreneurial spirit. We prioritize building strong, lasting partnerships with our clients, ensuring they have the resources they need to thrive.
Our experienced team is proud to partner with small businesses across the country and provide the highest level of service every step of the way.
Financial Services
Finance
DJM Financial is a wealth management and insurance services firm based in Irvine, California, specializing in comprehensive financial planning for individuals and families.
We help clients in Southern California achieve their financial goals through personalized retirement planning, investment strategies, insurance solutions, and estate planning. Our team provides expert guidance on navigating complex financial decisions, ensuring long-term security and peace of mind.
At DJM Financial, we prioritize building lasting relationships based on trust and integrity. We focus on delivering tailored solutions that align with each client’s unique needs and circumstances, offering a holistic approach to wealth management. We are a Northwestern Mutual Private Client Group firm, dedicated to supporting families and businesses for generations to come.
We provide services for executives, employees, and high-net-worth individuals.
We help clients in Southern California achieve their financial goals through personalized retirement planning, investment strategies, insurance solutions, and estate planning. Our team provides expert guidance on navigating complex financial decisions, ensuring long-term security and peace of mind.
At DJM Financial, we prioritize building lasting relationships based on trust and integrity. We focus on delivering tailored solutions that align with each client’s unique needs and circumstances, offering a holistic approach to wealth management. We are a Northwestern Mutual Private Client Group firm, dedicated to supporting families and businesses for generations to come.
We provide services for executives, employees, and high-net-worth individuals.
Financial Services
Finance
Allrise Capital is a leading multi-strategy investment firm based in Irvine, California, specializing in real estate, venture capital, and special situation investments across the US and select emerging markets.
We focus on identifying asymmetric risk/reward opportunities through rigorous fundamental research of asset classes, sectors, and companies. Our investment approach centers on delivering consistent cash flow and long-term value, prioritizing markets with strong job growth and diversified industries.
Allrise Capital distinguishes itself through a disciplined, value-oriented strategy, combined with deep expertise in real estate development, opportunistic investments in early-stage technology companies, and strategic engagement in distressed debt situations. We are dedicated to enhancing, supporting, and creating value across multiple asset classes, including commercial real estate, venture capital, and special situations, ultimately empowering world-class companies.
We focus on identifying asymmetric risk/reward opportunities through rigorous fundamental research of asset classes, sectors, and companies. Our investment approach centers on delivering consistent cash flow and long-term value, prioritizing markets with strong job growth and diversified industries.
Allrise Capital distinguishes itself through a disciplined, value-oriented strategy, combined with deep expertise in real estate development, opportunistic investments in early-stage technology companies, and strategic engagement in distressed debt situations. We are dedicated to enhancing, supporting, and creating value across multiple asset classes, including commercial real estate, venture capital, and special situations, ultimately empowering world-class companies.
Financial Services
Finance
Trust Company of the South is a North Carolina-based full service wealth manager providing premier investment management, wealth planning, and fiduciary services to families and institutions.
We become integrated into your family––your hopes, dreams and challenges become our ultimate objectives and concerns. We shift our focus seamlessly from the next 10 years to the next 100 with integrated planning and forward thinking investments, and we look decades into the future to ensure your legacy is what you want it to be.
As a privately-owned firm with a majority owned by employees, we take a long-term approach, prioritizing our clients’ interests above short-term gains, a stark contrast to larger Wall Street firms.
Our team of experienced professionals offers comprehensive, holistic and objective counsel, helping clients build, protect, and preserve their wealth for generations to come. We view our clients as partners, seeking mutually rewarding, long-term relationships.
We become integrated into your family––your hopes, dreams and challenges become our ultimate objectives and concerns. We shift our focus seamlessly from the next 10 years to the next 100 with integrated planning and forward thinking investments, and we look decades into the future to ensure your legacy is what you want it to be.
As a privately-owned firm with a majority owned by employees, we take a long-term approach, prioritizing our clients’ interests above short-term gains, a stark contrast to larger Wall Street firms.
Our team of experienced professionals offers comprehensive, holistic and objective counsel, helping clients build, protect, and preserve their wealth for generations to come. We view our clients as partners, seeking mutually rewarding, long-term relationships.
Financial Services
Finance
Cyber Hornet ETFs is a St Petersburg, Florida-based financial services company specializing in innovative exchange-traded funds (ETFs).
We provide investors and financial advisors with a straightforward way to participate in the growth of digital assets, combining the stability of the S&P 500® index with exposure to cryptocurrencies like Bitcoin, Ethereum, Solana, and XRP.
Cyber Hornet ETFs are built on a foundation of transparency and discipline, offering a clear and accessible path to digital asset investment. Our approach is founder-led, investor-focused, and designed to make innovation more accessible to all.
We offer a growing lineup of benchmark-based ETFs, including the Cyber Hornet S&P 500® & Bitcoin ETF, the Cyber Hornet S&P 500® & Solana ETF, the Cyber Hornet S&P 500® & Ethereum ETF, and the Cyber Hornet S&P 500® & XRP ETF.
We provide investors and financial advisors with a straightforward way to participate in the growth of digital assets, combining the stability of the S&P 500® index with exposure to cryptocurrencies like Bitcoin, Ethereum, Solana, and XRP.
Cyber Hornet ETFs are built on a foundation of transparency and discipline, offering a clear and accessible path to digital asset investment. Our approach is founder-led, investor-focused, and designed to make innovation more accessible to all.
We offer a growing lineup of benchmark-based ETFs, including the Cyber Hornet S&P 500® & Bitcoin ETF, the Cyber Hornet S&P 500® & Solana ETF, the Cyber Hornet S&P 500® & Ethereum ETF, and the Cyber Hornet S&P 500® & XRP ETF.
Financial Services
Finance
Elevate Financial Planning and Wealth Management is a St Petersburg, Florida-based financial planning and wealth management firm dedicated to helping individuals and families achieve their financial goals.
We serve a diverse clientele, including retirees, pre-retirees, small business owners, and working professionals, providing tailored solutions for retirement planning, wealth management, investment strategies, and estate planning. Our approach centers on understanding each client’s unique circumstances and building long-term relationships based on trust and open communication.
Elevate distinguishes itself through a three-step process: initial assessment to identify goals and current financial landscape, strategic design to create a customized plan, and diligent implementation to execute the plan through investments and financial strategies. We prioritize client well-being and aim to provide peace of mind through expert guidance and proactive financial management. We are committed to helping you build a secure and fulfilling financial future.
We serve a diverse clientele, including retirees, pre-retirees, small business owners, and working professionals, providing tailored solutions for retirement planning, wealth management, investment strategies, and estate planning. Our approach centers on understanding each client’s unique circumstances and building long-term relationships based on trust and open communication.
Elevate distinguishes itself through a three-step process: initial assessment to identify goals and current financial landscape, strategic design to create a customized plan, and diligent implementation to execute the plan through investments and financial strategies. We prioritize client well-being and aim to provide peace of mind through expert guidance and proactive financial management. We are committed to helping you build a secure and fulfilling financial future.
Financial Services
Finance
GoGuru is a Birmingham, Alabama-based CRM solutions provider specializing in B2B SaaS platforms for the healthcare industry. We empower healthcare organizations, particularly those focused on patient engagement and operational efficiency, with intuitive and scalable CRM tools.
GoGuru helps healthcare businesses streamline their patient communication, manage appointments, and track patient data – ultimately improving patient satisfaction and driving revenue growth. Our approach centers on delivering a user-friendly experience and robust features tailored to the unique needs of the healthcare sector.
Founded in 2018, GoGuru has rapidly grown to serve over 100 clients across the United States, providing a powerful and adaptable CRM solution. We are committed to ongoing innovation and exceptional customer support, ensuring our clients achieve their business goals. We are a trusted partner for healthcare providers seeking to modernize their operations and enhance patient care.
GoGuru helps healthcare businesses streamline their patient communication, manage appointments, and track patient data – ultimately improving patient satisfaction and driving revenue growth. Our approach centers on delivering a user-friendly experience and robust features tailored to the unique needs of the healthcare sector.
Founded in 2018, GoGuru has rapidly grown to serve over 100 clients across the United States, providing a powerful and adaptable CRM solution. We are committed to ongoing innovation and exceptional customer support, ensuring our clients achieve their business goals. We are a trusted partner for healthcare providers seeking to modernize their operations and enhance patient care.
Financial Services
Finance
For CRE Brokers is a financial planning firm based in Orlando, Florida, specializing in tax and financial solutions for commercial real estate brokers.
We understand the unique challenges faced by CRE brokers – fluctuating income, complex tax structures, and the need to balance business and personal finances. Our goal is to provide proactive strategies to streamline your business and personal financial management, reducing distractions and optimizing your tax savings.
As both financial advisors and CPAs, we bring a combined expertise to assist brokers in optimizing their independent contractor status and 1099 income. We integrate proactive tax planning, business financial strategy, and wealth management, acting as your personal CFO and helping you focus on growing your business while we handle the details.
For over 15 years, we’ve specialized in serving commercial real estate brokers, helping them navigate the complexities of their financial lives.
We understand the unique challenges faced by CRE brokers – fluctuating income, complex tax structures, and the need to balance business and personal finances. Our goal is to provide proactive strategies to streamline your business and personal financial management, reducing distractions and optimizing your tax savings.
As both financial advisors and CPAs, we bring a combined expertise to assist brokers in optimizing their independent contractor status and 1099 income. We integrate proactive tax planning, business financial strategy, and wealth management, acting as your personal CFO and helping you focus on growing your business while we handle the details.
For over 15 years, we’ve specialized in serving commercial real estate brokers, helping them navigate the complexities of their financial lives.
Financial Services
Finance
RevivePay is a California-based Point of Sale (POS) system provider specializing in secure and seamless payment solutions for businesses of all sizes.
We empower retailers and service providers – from amusement parks and bakeries to wineries and vape shops – with a comprehensive suite of POS hardware and software designed to streamline operations and enhance customer experiences. Our goal is to simplify the complexities of modern commerce, allowing businesses to focus on what they do best: serving their customers.
RevivePay distinguishes itself through its commitment to robust chargeback protection, flexible merchant account options – including high-risk, low-risk, and medium-risk – and a user-friendly, cloud-based platform accessible from anywhere. We offer a complete ecosystem, including desktop terminals, wireless readers, and e-commerce solutions, all backed by dedicated support.
Founded on the principle of providing reliable and accessible payment technology, RevivePay has quickly become a trusted partner for businesses seeking to optimize their sales processes and build lasting customer relationships.
We empower retailers and service providers – from amusement parks and bakeries to wineries and vape shops – with a comprehensive suite of POS hardware and software designed to streamline operations and enhance customer experiences. Our goal is to simplify the complexities of modern commerce, allowing businesses to focus on what they do best: serving their customers.
RevivePay distinguishes itself through its commitment to robust chargeback protection, flexible merchant account options – including high-risk, low-risk, and medium-risk – and a user-friendly, cloud-based platform accessible from anywhere. We offer a complete ecosystem, including desktop terminals, wireless readers, and e-commerce solutions, all backed by dedicated support.
Founded on the principle of providing reliable and accessible payment technology, RevivePay has quickly become a trusted partner for businesses seeking to optimize their sales processes and build lasting customer relationships.
Financial Services
Finance
CII Advisors is a Florida-based business sales and transition advisory firm specializing in helping established business owners write their next chapter of freedom and prosperity.
We work closely with owners of lower middle market companies, typically with annual sales between $5 and $50 million, across a diverse range of industries including aviation, boating, healthcare, home services, HVAC, impact glass, lawn care, manufacturing, plumbing, property management, and roofing.
CII Advisors distinguishes itself through a deep understanding of business ownership challenges, gained from decades of experience and a team comprised of former business owners themselves. Our proven process, combined with our diligence, attention to detail, and responsive service, ensures a smooth and successful business transition for our clients.
With 38 years of experience, CII Advisors has consistently helped business owners maximize value and achieve their goals, solidifying our position as a trusted partner in Florida’s business community.
We work closely with owners of lower middle market companies, typically with annual sales between $5 and $50 million, across a diverse range of industries including aviation, boating, healthcare, home services, HVAC, impact glass, lawn care, manufacturing, plumbing, property management, and roofing.
CII Advisors distinguishes itself through a deep understanding of business ownership challenges, gained from decades of experience and a team comprised of former business owners themselves. Our proven process, combined with our diligence, attention to detail, and responsive service, ensures a smooth and successful business transition for our clients.
With 38 years of experience, CII Advisors has consistently helped business owners maximize value and achieve their goals, solidifying our position as a trusted partner in Florida’s business community.
Financial Services
Finance
Franklin Credit Management Corp is a Jersey City, New Jersey-based mortgage servicing company specializing in the comprehensive management of nonperforming residential mortgage loans.
We provide a dedicated platform for servicing loans through all stages of delinquency, including collections, loss mitigation, foreclosure, judgment, bankruptcy, and REO. Our expertise lies in handling distressed assets, particularly second lien and judgment portfolios, offering a focused solution for lenders seeking to recover value from challenging loan situations.
Franklin Credit Management Corp. distinguishes itself through its specialized focus on complex mortgage portfolios and its commitment to delivering maximum value to clients while maintaining a borrower-centric approach built on courtesy and integrity. We have successfully serviced over 100,000 loans totaling more than $5 billion in principal balance over the past three decades.
We provide a dedicated platform for servicing loans through all stages of delinquency, including collections, loss mitigation, foreclosure, judgment, bankruptcy, and REO. Our expertise lies in handling distressed assets, particularly second lien and judgment portfolios, offering a focused solution for lenders seeking to recover value from challenging loan situations.
Franklin Credit Management Corp. distinguishes itself through its specialized focus on complex mortgage portfolios and its commitment to delivering maximum value to clients while maintaining a borrower-centric approach built on courtesy and integrity. We have successfully serviced over 100,000 loans totaling more than $5 billion in principal balance over the past three decades.
Financial Services
Finance
Mayflower Advisors is a Boston-based independent registered investment advisor (RIA) dedicated to preserving and growing wealth for individuals, retirement plan sponsors, and endowments & foundations.
For over 15 years, we’ve partnered with three generations of clients, helping them achieve their financial goals through experience-based wealth management, retirement planning, and charitable giving strategies.
Our client-centric approach, combined with our commitment to innovation and integrity, sets us apart. We leverage cutting-edge financial products and strategies to deliver customized solutions tailored to each client’s unique needs.
We pride ourselves on our deep industry expertise and our ability to navigate the complexities of the financial landscape, providing peace of mind and confidence to our clients.
For over 15 years, we’ve partnered with three generations of clients, helping them achieve their financial goals through experience-based wealth management, retirement planning, and charitable giving strategies.
Our client-centric approach, combined with our commitment to innovation and integrity, sets us apart. We leverage cutting-edge financial products and strategies to deliver customized solutions tailored to each client’s unique needs.
We pride ourselves on our deep industry expertise and our ability to navigate the complexities of the financial landscape, providing peace of mind and confidence to our clients.
Financial Services
Finance
Golden Meadow Investment LLC is a US-based Commodity Pool Operator (CPO) and Commodity Trading Advisor (CTA) registered with the CFTC, and a National Futures Association (NFA) member. We provide investors with the best risk-return investment products, combining quantitative and fundamental investment methods to deliver optimal portfolio returns.
Golden Meadow leverages extensive market research and sophisticated strategies, including a strategy matrix, big data analytics, and programmed trading, to identify suitable investments across global markets – encompassing the S&P 500, Russell 1000 constituents, Hong Kong stocks, and industry ETFs.
Our approach focuses on minimizing risk through correlation analysis and dynamically adjusting investment sizes based on market conditions, utilizing system intelligence to adapt to bull, bear, and oscillating market trends. We cater to high-net-worth investment clients and institutions seeking long-term growth.
Golden Meadow leverages extensive market research and sophisticated strategies, including a strategy matrix, big data analytics, and programmed trading, to identify suitable investments across global markets – encompassing the S&P 500, Russell 1000 constituents, Hong Kong stocks, and industry ETFs.
Our approach focuses on minimizing risk through correlation analysis and dynamically adjusting investment sizes based on market conditions, utilizing system intelligence to adapt to bull, bear, and oscillating market trends. We cater to high-net-worth investment clients and institutions seeking long-term growth.
Financial Services
Finance
Astra Wealth Management is a Plano, Texas-based independent wealth management firm dedicated to providing comprehensive financial solutions for families and individuals.
We specialize in serving families with significant wealth, offering Family Office services to preserve and grow assets across generations. Our Comprehensive Wealth Management approach simplifies the financial journey for affluent clients, couples, and individuals seeking tailored advice.
What sets Astra apart is our commitment to building authentic, long-term relationships based on trust and transparency. We prioritize clear communication and a personalized experience, ensuring our clients feel supported and confident in their financial future. We’re changing the wealth management game.
Astra Wealth Management Group is a Registered Investment Adviser.
We specialize in serving families with significant wealth, offering Family Office services to preserve and grow assets across generations. Our Comprehensive Wealth Management approach simplifies the financial journey for affluent clients, couples, and individuals seeking tailored advice.
What sets Astra apart is our commitment to building authentic, long-term relationships based on trust and transparency. We prioritize clear communication and a personalized experience, ensuring our clients feel supported and confident in their financial future. We’re changing the wealth management game.
Astra Wealth Management Group is a Registered Investment Adviser.
Financial Services
Finance
RidgeStone Capital is a leading financial services provider based in Irvine, California, specializing in securing business loans and lines of credit for a diverse range of industries.
We understand the unique financing needs of businesses, from commercial trucking and medical equipment to franchise and software ventures. Our mission is to provide transparent, reliable, and efficient funding solutions, empowering entrepreneurs and established businesses to achieve their growth objectives.
RidgeStone Capital distinguishes itself through a streamlined application process, rapid approval times, and a commitment to personalized service. We prioritize building strong relationships with our clients, offering expert guidance and tailored financing options to support their specific business challenges and opportunities. We’re dedicated to making the process of securing business funding simple and straightforward.
Founded with a focus on customer satisfaction, RidgeStone Capital has quickly become a trusted partner for businesses seeking flexible and accessible capital. We currently serve businesses with an annual revenue of $100,000+ and a minimum business tenure of at least one year.
We understand the unique financing needs of businesses, from commercial trucking and medical equipment to franchise and software ventures. Our mission is to provide transparent, reliable, and efficient funding solutions, empowering entrepreneurs and established businesses to achieve their growth objectives.
RidgeStone Capital distinguishes itself through a streamlined application process, rapid approval times, and a commitment to personalized service. We prioritize building strong relationships with our clients, offering expert guidance and tailored financing options to support their specific business challenges and opportunities. We’re dedicated to making the process of securing business funding simple and straightforward.
Founded with a focus on customer satisfaction, RidgeStone Capital has quickly become a trusted partner for businesses seeking flexible and accessible capital. We currently serve businesses with an annual revenue of $100,000+ and a minimum business tenure of at least one year.
Financial Services
Finance
CU Healthcare PayCard is a Plano, Texas-based CUSO providing The PayCard, a healthcare credit card designed to alleviate financial burdens associated with medical expenses for American families.
We empower credit unions to enhance member value and drive growth by offering a secure and accessible solution for managing healthcare and veterinary costs – covering everything from daily needs and preventive care to unexpected emergencies.
The PayCard acts as a vital financial safety net, enabling members to access necessary medical care without jeopardizing their overall financial well-being. Our platform, Vytal Access, streamlines the integration of payment and healthcare ecosystems, offering a comprehensive solution for credit unions seeking to improve member satisfaction and expand their service offerings within the financial services sector.
As the first and only CUSO focused on this unique intersection, we’re dedicated to supporting credit unions in delivering impactful solutions to their communities.
We empower credit unions to enhance member value and drive growth by offering a secure and accessible solution for managing healthcare and veterinary costs – covering everything from daily needs and preventive care to unexpected emergencies.
The PayCard acts as a vital financial safety net, enabling members to access necessary medical care without jeopardizing their overall financial well-being. Our platform, Vytal Access, streamlines the integration of payment and healthcare ecosystems, offering a comprehensive solution for credit unions seeking to improve member satisfaction and expand their service offerings within the financial services sector.
As the first and only CUSO focused on this unique intersection, we’re dedicated to supporting credit unions in delivering impactful solutions to their communities.
Financial Services
Finance
Via Auto Finance is a US-based auto financing solutions provider, specializing in turnkey services for dealerships and offering premier financing options to borrowers.
We empower dealerships to deliver exceptional customer experiences by streamlining their financing processes, allowing them to focus on sales and achieve their financial goals. Our experienced team, with over 50 years of collective expertise, handles the complexities of auto loan origination, underwriting, and servicing – prime and non-prime indirect auto loans nationwide.
Via Auto Finance acts as a trusted partner, providing flexible and quick financing solutions, and we are dedicated to meeting and exceeding our dealer partners’ expectations through attentive listening and customized support. We are committed to navigating the dynamic auto lending space alongside our dealership clients.
We empower dealerships to deliver exceptional customer experiences by streamlining their financing processes, allowing them to focus on sales and achieve their financial goals. Our experienced team, with over 50 years of collective expertise, handles the complexities of auto loan origination, underwriting, and servicing – prime and non-prime indirect auto loans nationwide.
Via Auto Finance acts as a trusted partner, providing flexible and quick financing solutions, and we are dedicated to meeting and exceeding our dealer partners’ expectations through attentive listening and customized support. We are committed to navigating the dynamic auto lending space alongside our dealership clients.
Financial Services
Finance
Tickrs Clearing is a technologically driven, forward-thinking financial services company based in Irvine, California, providing U.S. Securities Clearing & Custody Solutions to investors worldwide.
With over 20 years of industry experience and backed by $5 billion parent company backing, Tickrs Clearing empowers investors with innovative platforms, cutting-edge clearing solutions, and a robust team of experts.
We distinguish ourselves through our modern technology stack – built on cloud architecture for high availability and redundancy – and our commitment to providing flexible and scalable solutions for Prop, Broker-Dealer, and Institutional clients. Our dedication to a true partnership approach ensures clients receive exceptional value and personalized service.
Tickrs Clearing offers comprehensive financial solutions, including account types for prop trading, correspondent broker-dealers, and institutional investors, alongside FIX Order Gateway access and algorithmic trading strategy solutions.
With over 20 years of industry experience and backed by $5 billion parent company backing, Tickrs Clearing empowers investors with innovative platforms, cutting-edge clearing solutions, and a robust team of experts.
We distinguish ourselves through our modern technology stack – built on cloud architecture for high availability and redundancy – and our commitment to providing flexible and scalable solutions for Prop, Broker-Dealer, and Institutional clients. Our dedication to a true partnership approach ensures clients receive exceptional value and personalized service.
Tickrs Clearing offers comprehensive financial solutions, including account types for prop trading, correspondent broker-dealers, and institutional investors, alongside FIX Order Gateway access and algorithmic trading strategy solutions.
Financial Services
Finance
Austin Capital Partners is a leading Fintech Venture Capital firm based in Irvine, California, focused on investing in the future of financial services. We deploy Seed, Series A and B funding for fintech startups and provide growth capital for regulated financial institutions seeking to digitize their operations and acquire new technologies.
Our mission is to drive enterprise value for our portfolio companies through strategic capital deployment, technology innovation, and operational excellence. We partner closely with leaders to shape the future of financial services, leveraging over 30 years of combined investing and operating experience.
Austin Capital Partners brings a unique blend of family office backed capital, flexibility, and a long-term perspective to every investment, ensuring sustainable growth and lasting impact. We specialize in financial technology, banks, and fund investments, helping our clients navigate the evolving landscape of the industry.Fintech, Financial Institutions, and Venture Capital are at the core of our work.
Our mission is to drive enterprise value for our portfolio companies through strategic capital deployment, technology innovation, and operational excellence. We partner closely with leaders to shape the future of financial services, leveraging over 30 years of combined investing and operating experience.
Austin Capital Partners brings a unique blend of family office backed capital, flexibility, and a long-term perspective to every investment, ensuring sustainable growth and lasting impact. We specialize in financial technology, banks, and fund investments, helping our clients navigate the evolving landscape of the industry.Fintech, Financial Institutions, and Venture Capital are at the core of our work.
Financial Services
Finance
Debt Freedom USA is a Florida-based financial services company specializing in debt negotiation, consolidation, and liquidation, serving the Hispanic community in the United States.
We understand the unique financial challenges faced by Hispanic families and are dedicated to providing expert guidance and personalized solutions to help them achieve financial stability and freedom.
Debt Freedom USA distinguishes itself through its deep understanding of Hispanic financial needs, its commitment to transparent and ethical practices, and its proven track record of successfully resolving debt for hundreds of clients. We offer a comprehensive approach, from initial assessment and debt analysis to strategic negotiation and ongoing support, ensuring a clear path to debt-free living.
With over 15 years of experience, we’ve helped countless individuals and small businesses regain control of their finances and build a brighter future. Our team of experienced professionals is passionate about empowering our clients and providing them with the tools and resources they need to succeed.
We understand the unique financial challenges faced by Hispanic families and are dedicated to providing expert guidance and personalized solutions to help them achieve financial stability and freedom.
Debt Freedom USA distinguishes itself through its deep understanding of Hispanic financial needs, its commitment to transparent and ethical practices, and its proven track record of successfully resolving debt for hundreds of clients. We offer a comprehensive approach, from initial assessment and debt analysis to strategic negotiation and ongoing support, ensuring a clear path to debt-free living.
With over 15 years of experience, we’ve helped countless individuals and small businesses regain control of their finances and build a brighter future. Our team of experienced professionals is passionate about empowering our clients and providing them with the tools and resources they need to succeed.
Financial Services
Finance
Faro Companies is a leading financial services provider based in Laredo, Texas, specializing in factoring, insurance, wealth management, foreign exchange, and mortgage solutions.
We empower businesses and individuals with the financial tools they need to thrive. Our integrated suite of services – including Faro Factoring, Beacon Insurance, Faro Wealth, Faro FX, and Faro Home Loans – provides comprehensive support for cash flow management, risk mitigation, investment strategies, global transactions, and property financing.
Faro Companies is dedicated to building long-term partnerships based on trust, transparency, and a commitment to delivering exceptional results. We offer tailored solutions designed to meet the unique needs of each client, fostering sustainable growth and financial security. Financial Services, Factoring, Insurance, Wealth Management.
We empower businesses and individuals with the financial tools they need to thrive. Our integrated suite of services – including Faro Factoring, Beacon Insurance, Faro Wealth, Faro FX, and Faro Home Loans – provides comprehensive support for cash flow management, risk mitigation, investment strategies, global transactions, and property financing.
Faro Companies is dedicated to building long-term partnerships based on trust, transparency, and a commitment to delivering exceptional results. We offer tailored solutions designed to meet the unique needs of each client, fostering sustainable growth and financial security. Financial Services, Factoring, Insurance, Wealth Management.
Financial Services
Finance
Confia is a leading financial technology provider based in Irvine, CA, specializing in AI-driven solutions for high-risk and emerging industries.
We empower businesses, particularly those in the cannabis sector, with a comprehensive suite of financial services designed to navigate the complexities of banking and transactions. Confia’s mission is to provide affordable, trusted, and transparent partnerships, unlocking the potential of businesses and facilitating corporate goals.
Confia distinguishes itself through its commitment to innovation and a deep understanding of the unique challenges faced by its clients. We leverage cutting-edge AI technology to deliver tailored solutions and exceptional service, fostering long-term growth and success.
We empower businesses, particularly those in the cannabis sector, with a comprehensive suite of financial services designed to navigate the complexities of banking and transactions. Confia’s mission is to provide affordable, trusted, and transparent partnerships, unlocking the potential of businesses and facilitating corporate goals.
Confia distinguishes itself through its commitment to innovation and a deep understanding of the unique challenges faced by its clients. We leverage cutting-edge AI technology to deliver tailored solutions and exceptional service, fostering long-term growth and success.
Financial Services
Finance
Swell Loans LLC is a California-based mortgage marketplace dedicated to providing transparency and choice to customers seeking the best loan options.
We empower individuals and families to achieve their homeownership dreams, offering a streamlined online experience coupled with the support of industry-leading licensed loan advisors. Our mission is to simplify the mortgage process, making it accessible and understandable for everyone, from first-time homebuyers to experienced investors.
Swell Loans LLC was founded by a group of passionate mortgage professionals with a vision to break down the barriers between lenders and their customers. We are committed to helping you reach your goals, whether it’s purchasing a dream home, acquiring your first investment property or accessing cash by tapping into your valuable home equity. We offer a range of mortgage products including Fixed Rate Mortgages, Adjustable Rate Mortgages, Conventional, VA, FHA, and First Time Home Buyer options.
We empower individuals and families to achieve their homeownership dreams, offering a streamlined online experience coupled with the support of industry-leading licensed loan advisors. Our mission is to simplify the mortgage process, making it accessible and understandable for everyone, from first-time homebuyers to experienced investors.
Swell Loans LLC was founded by a group of passionate mortgage professionals with a vision to break down the barriers between lenders and their customers. We are committed to helping you reach your goals, whether it’s purchasing a dream home, acquiring your first investment property or accessing cash by tapping into your valuable home equity. We offer a range of mortgage products including Fixed Rate Mortgages, Adjustable Rate Mortgages, Conventional, VA, FHA, and First Time Home Buyer options.
Financial Services
Finance
Colliers Mortgage is a leading commercial finance provider based in Minneapolis, Minnesota, specializing in debt solutions for developers and corporations nationwide.
We connect borrowers with a vast network of banks and institutional lenders, offering a comprehensive range of commercial real estate and revolving credit facilities. Our expertise lies in structuring complex financing arrangements, integrating multiple funding sources to deliver tailored solutions for creditworthy clients.
Colliers Mortgage distinguishes itself through its deep industry knowledge and strong relationships, providing creative and efficient funding options across sectors including energy, transportation, and manufacturing. We are now part of Colliers International, leveraging their global reach to serve our clients effectively.
We connect borrowers with a vast network of banks and institutional lenders, offering a comprehensive range of commercial real estate and revolving credit facilities. Our expertise lies in structuring complex financing arrangements, integrating multiple funding sources to deliver tailored solutions for creditworthy clients.
Colliers Mortgage distinguishes itself through its deep industry knowledge and strong relationships, providing creative and efficient funding options across sectors including energy, transportation, and manufacturing. We are now part of Colliers International, leveraging their global reach to serve our clients effectively.
Financial Services
Finance
Better Rise Capital is a leading Irvine, California-based financial services firm specializing in fast, flexible business loans, working capital, and commercial financing for small businesses.
We empower entrepreneurs across the United States with the capital they need to thrive, offering tailored solutions for equipment financing, working capital, and commercial loans.
At Better Rise Capital, we distinguish ourselves through our commitment to transparency, quick approvals – often within 24 hours – and a dedicated team providing personalized support. We’re dedicated to fueling the growth of American businesses and fostering a stronger economic future. Serving over 10,000 businesses nationwide.
We empower entrepreneurs across the United States with the capital they need to thrive, offering tailored solutions for equipment financing, working capital, and commercial loans.
At Better Rise Capital, we distinguish ourselves through our commitment to transparency, quick approvals – often within 24 hours – and a dedicated team providing personalized support. We’re dedicated to fueling the growth of American businesses and fostering a stronger economic future. Serving over 10,000 businesses nationwide.
Financial Services
Finance
Atlas Financial Partners is a leading Florida-based financial services firm specializing in optimizing nonqualified deferred compensation (NQDC) plans for companies worldwide.
For over two decades, we’ve supported Fortune 1000 clients in effectively managing the risks and costs associated with executive benefit plans through the strategic administration of total return swap hedges.
Our approach centers on providing innovative solutions that deliver favorable accounting and tax treatment while safeguarding corporate earnings. We’re a trusted partner for organizations seeking to navigate the complexities of NQDC programs and mitigate potential financial volatility.
Furthermore, our JurisPrudent Deferral Solutions division offers a market-leading attorney fee deferral program, ensuring stability and transparency for law firms.
For over two decades, we’ve supported Fortune 1000 clients in effectively managing the risks and costs associated with executive benefit plans through the strategic administration of total return swap hedges.
Our approach centers on providing innovative solutions that deliver favorable accounting and tax treatment while safeguarding corporate earnings. We’re a trusted partner for organizations seeking to navigate the complexities of NQDC programs and mitigate potential financial volatility.
Furthermore, our JurisPrudent Deferral Solutions division offers a market-leading attorney fee deferral program, ensuring stability and transparency for law firms.
Financial Services
Finance
CIO Wealth Strategies is a private wealth advisory practice of Ameriprise Financial Services, LLC, based in Omaha, Nebraska. We provide comprehensive financial planning and investment management solutions to help individuals and families achieve their long-term goals.
Our team specializes in investments, retirement plan distribution, retirement income strategies, tax planning, and retirement planning. We work closely with our clients to understand their unique circumstances and develop personalized strategies tailored to their needs.
What sets CIO Wealth Strategies apart is our commitment to building lasting relationships with our clients, based on trust, integrity, and a deep understanding of their financial aspirations. We leverage the resources of Ameriprise Financial to deliver exceptional service and expertise.
CIO Wealth Strategies has been recognized by Forbes as a 2026 Best-in-State Wealth Management Team, demonstrating our dedication to client satisfaction and financial success.
We proudly serve clients across Nebraska and beyond, offering a range of services to meet diverse financial needs.
Our team specializes in investments, retirement plan distribution, retirement income strategies, tax planning, and retirement planning. We work closely with our clients to understand their unique circumstances and develop personalized strategies tailored to their needs.
What sets CIO Wealth Strategies apart is our commitment to building lasting relationships with our clients, based on trust, integrity, and a deep understanding of their financial aspirations. We leverage the resources of Ameriprise Financial to deliver exceptional service and expertise.
CIO Wealth Strategies has been recognized by Forbes as a 2026 Best-in-State Wealth Management Team, demonstrating our dedication to client satisfaction and financial success.
We proudly serve clients across Nebraska and beyond, offering a range of services to meet diverse financial needs.
Financial Services
Finance
SecureWay Financial is a Plano, Texas-based debt resolution company specializing in unsecured consumer debt solutions for U.S. consumers.
We help individuals struggling with credit card debt, personal loans, medical bills, and collections reduce their overall debt obligations and create structured resolution plans designed to restore long-term financial stability.
SecureWay Financial distinguishes itself through its team of experienced, IAPDA certified debt advisors, a disciplined operational process, and a strong compliance framework focused on the U.S. financial services market. We prioritize clear communication and consistent client support throughout the entire resolution process.
Since our founding, we’ve helped over 24,000 Americans move beyond debt and regain financial control, resolving over $500 million in debt through our partner network. We are committed to providing personalized solutions and a stress-free experience.
We help individuals struggling with credit card debt, personal loans, medical bills, and collections reduce their overall debt obligations and create structured resolution plans designed to restore long-term financial stability.
SecureWay Financial distinguishes itself through its team of experienced, IAPDA certified debt advisors, a disciplined operational process, and a strong compliance framework focused on the U.S. financial services market. We prioritize clear communication and consistent client support throughout the entire resolution process.
Since our founding, we’ve helped over 24,000 Americans move beyond debt and regain financial control, resolving over $500 million in debt through our partner network. We are committed to providing personalized solutions and a stress-free experience.
Financial Services
Finance
Congruit Credit is a modern consumer credit bureau redefining how creditworthiness is measured. By leveraging real-time, behavior-based data, we provide lenders and fintech companies with a clearer view of financial reliability—beyond outdated scores and static reports. Our leadership team brings decades of experience in building and scaling some of the most trusted platforms in credit and data.
Congruit Credit’s mission is to provide lenders with actionable insights into consumer behavior to increase approval rates and decrease derogatory outcomes. We offer tools for peer-to-peer financial transactions, debt recovery, and identity verification, all designed to increase confidence in the consumer lending process.
Founded by Tim Ranney, the former CEO of Clarity Services (acquired by Experian), Congruit Credit is led by a team of experienced industry veterans, including Jim James, a pioneer in real-time credit reporting, and Susana Walls, a seasoned marketing leader. We are committed to driving a new standard in credit—smarter, faster, and built for how people live today.
Congruit Credit’s mission is to provide lenders with actionable insights into consumer behavior to increase approval rates and decrease derogatory outcomes. We offer tools for peer-to-peer financial transactions, debt recovery, and identity verification, all designed to increase confidence in the consumer lending process.
Founded by Tim Ranney, the former CEO of Clarity Services (acquired by Experian), Congruit Credit is led by a team of experienced industry veterans, including Jim James, a pioneer in real-time credit reporting, and Susana Walls, a seasoned marketing leader. We are committed to driving a new standard in credit—smarter, faster, and built for how people live today.
Financial Services
Finance
Company Name | Location | Category | Employees | Website |
|---|---|---|---|---|
Durham, United States (US) | Finance and Banking Finance and Banking | 2-10 | http://www.personal-loans.net | |
Lincoln, United States (US) | Finance and Banking Finance and Banking | 2-10 | https://www.heyday.money/ | |
Jersey City, United States (US) | Finance and Banking Finance and Banking | 2-10 | http://belltowerfunding.com | |
Irvine, United States (US) | Finance and Banking Finance and Banking | 2-10 | http://happystocks.com | |
Irvine, United States (US) | Finance and Banking Finance and Banking | 2-10 | http://www.streamlinehomelending.com | |
Orlando, United States (US) | Finance and Banking Finance and Banking | 2-10 | https://www.ofac-api.com | |
Irvine, United States (US) | Finance and Banking Finance and Banking | 2-10 | http://www.quickscript.co | |
Plano, United States (US) | Finance and Banking Finance and Banking | 2-10 | https://vedomicapital.com/ | |
Lincoln, United States (US) | Finance and Banking Finance and Banking | 2-10 | https://flyoverfintech.com/ | |
Fort Wayne, United States (US) | Finance and Banking Finance and Banking | 2-10 | http://www.millardfg.com | |
Orlando, United States (US) | Finance and Banking Finance and Banking | 2-10 | https://adoingb.com | |
Greensboro, United States (US) | Finance and Banking Finance and Banking | 2-10 | https://www.ncat.edu/ | |
New Jersey, United States (US) | Finance and Banking Finance and Banking | 2-10 | https://www.americanbusinesslending.com/ | |
Plano, United States (US) | Finance and Banking Finance and Banking | 2-10 | http://www.Dmtax-Financial.com | |
Orlando, United States (US) | Finance and Banking Finance and Banking | 2-10 | https://fairwaywealthadvisors.nm.com/ | |
Anchorage, United States (US) | Finance and Banking Finance and Banking | 2-10 | https://plan-your-federal-retirement.com/ | |
Irvine, United States (US) | Finance and Banking Finance and Banking | 2-10 | https://www.prosperitylending.us | |
New Jersey, United States (US) | Finance and Banking Finance and Banking | 2-10 | https://madisonadvance.com/ | |
Irvine, United States (US) | Finance and Banking Finance and Banking | 10-20 | https://www.sunstoneinnovation.org/ | |
Orlando, United States (US) | Finance and Banking Finance and Banking | 10-20 | http://Magnoliahillpartners.com | |
Irvine, United States (US) | Finance and Banking Finance and Banking | 30-50 | http://www.clearmortgagecapital.com | |
Irvine, United States (US) | Finance and Banking Finance and Banking | 30-50 | https://mazocapital.com/ | |
Irvine, United States (US) | Finance and Banking Finance and Banking | 30-50 | http://www.djmfinancial.com | |
Irvine, United States (US) | Finance and Banking Finance and Banking | 10-20 | http://www.allrisecapital.com | |
, | Finance and Banking Finance and Banking | 30-50 | http://www.trustcompanyofthesouth.com | |
St Petersburg, United States (US) | Finance and Banking Finance and Banking | 10-20 | https://cyberhornets.com/ | |
St Petersburg, United States (US) | Finance and Banking Finance and Banking | 30-50 | http://elevatefpwm.com | |
Orlando, United States (US) | Finance and Banking Finance and Banking | 10-20 | https://medicarecon.com | |
Orlando, United States (US) | Finance and Banking Finance and Banking | 10-20 | http://www.forcrebrokers.com | |
Irvine, United States (US) | Finance and Banking Finance and Banking | 10-20 | https://www.revivepay.com/ | |
Orlando, United States (US) | Finance and Banking Finance and Banking | 10-20 | https://ciiadvisors.com/ | |
, | Finance and Banking Finance and Banking | 30-50 | http://www.franklincredit.com | |
Boston, United States (US) | Finance and Banking Finance and Banking | 30-50 | http://mayfloweradvisors.com/ | |
Jersey City, United States (US) | Finance and Banking Finance and Banking | 10-20 | http://goldenmeadow.us/ | |
Plano, United States (US) | Finance and Banking Finance and Banking | 10-20 | https://www.astrawmg.com | |
, | Finance and Banking Finance and Banking | 30-50 | https://ridgestonecap.com/ | |
Plano, United States (US) | Finance and Banking Finance and Banking | 10-20 | https://cuhealthcarepaycard.com/ | |
Irvine, United States (US) | Finance and Banking Finance and Banking | 20-30 | http://viaautofinance.com | |
Irvine, United States (US) | Finance and Banking Finance and Banking | 20-30 | http://www.tickrsclearing.com | |
Irvine, United States (US) | Finance and Banking Finance and Banking | 10-20 | https://austincapital.partners | |
Orlando, United States (US) | Finance and Banking Finance and Banking | 30-50 | http://www.debtfreedom-usa.com/ | |
Laredo, United States (US) | Finance and Banking Finance and Banking | 10-20 | https://www.farocompanies.com/ | |
Irvine, CA, United States (US) | Finance and Banking Finance and Banking | 10-20 | https://www.confia.io/ | |
Irvine, United States (US) | Finance and Banking Finance and Banking | 10-20 | http://www.swellloans.com | |
Minneapolis, United States (US) | Finance and Banking Finance and Banking | 10-20 | https://www.colliers.com/en/services/colliers-mortgage/commercial-finance | |
Irvine, United States (US) | Finance and Banking Finance and Banking | 10-20 | https://betterrisecapital.com/ | |
Orlando, United States (US) | Finance and Banking Finance and Banking | 10-20 | http://www.atlasfinancialpartners.com | |
Omaha, United States (US) | Finance and Banking Finance and Banking | 30-50 | https://www.ameripriseadvisors.com/team/cio-wealth-strategies/ | |
Plano, United States (US) | Finance and Banking Finance and Banking | 10-20 | https://securewayfinancial.com/ | |
Saint Petersburg, United States (US) | Finance and Banking Finance and Banking | 10-20 | https://congruitcredit.com |
2450/2,776 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.