Finance Companies Worldwide
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We serve as fiduciaries, helping clients navigate complex financial landscapes and secure their legacy. We are a trusted partner for insurance professionals, financial planners, and investment advisors seeking to deliver optimal wealth conservation strategies. Our expertise spans estate planning, business planning, and solutions for ultra-high-net-worth clients, leveraging technologically advanced application processing and offering advisor education.
We cater to institutional investors and high-net-worth individuals seeking active portfolio growth and volatility hedging solutions. Our expertise lies in alternative investment strategies, portfolio strategy development, and robust hedging techniques, underpinned by a commitment to investment education and a deep understanding of market dynamics.
As a member-owned and operated institution, ASE Credit Union prioritizes its members' success, providing competitive rates, low fees, and personalized service. With a strong commitment to community involvement and financial wellness, ASE Credit Union is more than just a bank – it’s a trusted partner in building a brighter financial future for our members.
We pride ourselves on delivering individualized advice and comprehensive finance services, ensuring clients feel supported and informed throughout their journey to homeownership. With a client-focused approach and a commitment to understanding each unique financial situation, Mortgage-Desk is a trusted partner for individuals and businesses seeking secure and tailored mortgage solutions.
Beyond R&D tax, the firm provides comprehensive corporate finance services including exit-planning, re-financing, and turnaround support, offering a holistic approach to business growth and strategic financial management. With a dedicated team and a proven track record, Luvo Financial is a trusted partner for companies seeking to unlock the value of their innovation and investment.
As a boutique financial strategist, we prioritize understanding your individual needs and delivering tailored advice, combining prudent investment strategies with a commitment to transparency and client satisfaction. We’re committed to building long-term relationships based on integrity and expertise, ensuring you’re in the right hands when planning your financial journey.
Our core service focuses on bridging the skills gap and providing strategic support for businesses seeking to leverage Chinese investment and networks. We’ve been supporting UK businesses in accessing this vital funding stream since 2008, building strong relationships with discerning Chinese investors and fostering innovation across diverse sectors.
With locations across Michigan – including Alpena, Battle Creek, Petoskey, Portage, Grand Rapids, and Chicago – and a commitment to simplifying our clients’ lives and empowering them to live their vision, OsborneKlein offers a secure digital experience and a dedicated team to guide you every step of the way. We are proud to be recognized as a Forbes Best-in-State Wealth Management Team, reflecting our commitment to client satisfaction and delivering exceptional financial outcomes.
With over two decades of experience since 1998, Security Credit Corp has established itself as a trusted partner for businesses seeking to optimize their cash flow and focus on growth. We support a diverse range of clients, from small businesses to larger enterprises, providing tailored solutions to meet their specific financial needs. We are committed to delivering exceptional service and building long-term relationships based on trust and mutual success.
By leveraging the power of data and automation, Curo helps firms comply with evolving regulations like Consumer Duty, improve operational efficiencies, and ultimately, deliver exceptional service to their clients. With a team of experienced consultants and developers, we’re dedicated to helping financial advisors and wealth managers thrive in today’s dynamic landscape.
Our commitment to streamlining the finance process, combined with a proactive approach to client communication, ensures a seamless and stress-free experience. Founded in 2020 by Jon Dufton, Amica UK leverages decades of finance brokering expertise, exemplified by our Associate Director, Antonio Lorente-Shore, to secure the most competitive deals for our clients. We pride ourselves on building long-term relationships and fostering growth for our customers, as demonstrated by our client testimonials and dedication to exceeding expectations – even offering a thank you cake after a successful transaction!
We are an appointed representative of AFS Compliance Ltd which is authorised and regulated by the Financial Conduct Authority under number 625035.
We support financial institutions in developing and executing effective social media strategies, driving brand awareness, and engaging with their target audiences. Our expertise covers social listening, competitive analysis, content strategy, and campaign management – all tailored to the unique needs of the financial sector. We help businesses navigate the complexities of social media in finance, ensuring they are maximizing their online presence and achieving their business goals.
We specialize in creating bespoke financial plans that integrate with your existing portfolio and align with your personal values. We are committed to delivering exceptional service and building lasting relationships based on trust and transparency. Our focus is on providing proactive, holistic financial advice to ensure our clients’ financial wellbeing today and in the future.
We cater to a diverse clientele, from established professionals to young families, offering a collaborative and supportive approach to financial planning.
MancalaGroup provides strategic guidance and support throughout the capital raising process, offering a valuable resource for entrepreneurs seeking to finance their ventures. Our team leverages extensive global market reach and expertise to connect businesses with the right investment opportunities.
We differentiate ourselves through our competitive processing rates, no hidden costs, and a commitment to serving the unique needs of the taxi sector. With a registered Payment Institution status with the UK Financial Conduct Authority (FCA), and full PCI DSS compliance, CabCard provides peace of mind and a robust payment infrastructure. We support both independent drivers and larger taxi fleets, offering tailored solutions and a dedicated support team.
We’ve been keeping payments moving for taxi fleets and drivers for over a decade, and we’re committed to helping the taxi industry stay ahead in a competitive market.
With a focus on accuracy and client satisfaction, UniQueen Bookkeeping offers a personalized approach to bookkeeping, helping businesses thrive and achieve their financial goals. We are committed to delivering peace of mind through meticulous record-keeping and proactive financial management.
With a proven track record of successful funding arrangements and a commitment to ethical and efficient service, Bluestone helps businesses unlock their full potential. We’ve been supporting UK organisations since 1996, establishing long-term, effective relationships that continue to this day. Our expert team possesses deep sector knowledge, enabling us to deliver tailored solutions for projects of any scale.
Bluestone provides effective, efficient and ethical finance to unlock your organisation’s potential.
Our services encompass external and internal reporting, internal controls, mergers & acquisitions support, financial planning & analysis, chapter 11 guidance, and system implementation & integration. Flexible Consulting LLC is dedicated to empowering businesses to achieve sustained growth and financial excellence, building robust and reliable financial operations, and ensuring a smoother financial journey for our clients.
With a legacy rooted in timber and forest products management, dating back to 1901, Sawmill Trust has evolved to serve over 30 families, delivering tailored investment strategies, tax planning, and estate solutions. Our commitment to preserving and growing family wealth, combined with our deep experience and personalized approach, makes us a trusted partner for families seeking long-term financial security.
We focus on delivering tailored solutions for businesses in the financial services sector and beyond, including SaaS, fintech, and technology companies. FiftySeven’s approach centres on building long-term relationships, offering transparent advice, and ensuring our clients receive the optimal funding strategy for their specific needs.
YearEnd simplifies the often-confusing world of equity taxation, reducing administrative burden and fostering greater transparency for both employers and employees. With a focus on the rapidly evolving landscape of tech compensation, we’re committed to providing innovative and reliable solutions that drive efficiency and peace of mind. Acquired by Carta, we continue to build upon our expertise, offering a robust platform trusted by hundreds of startups and established tech companies across the US.
With a strong focus on building long-term relationships and offering a friendly, professional service, we work closely with solicitors, accountants, and other specialists to ensure our clients achieve their financial goals. As a Corporate Chartered firm regulated by the Financial Conduct Authority, East Anglian Financial Planning Ltd combines traditional values with a modern approach to financial management, helping clients navigate the complexities of their financial futures.
Established in 2006, Yellowtail has grown to serve a diverse clientele, consistently prioritizing transparency and building lasting relationships based on trust. We work alongside our clients year after year, providing ongoing support and guidance to ensure they stay on course towards their financial aspirations.
We provide a unique environment for networking, B2B meetings, and site visits, empowering businesses to expand their reach and achieve sustainable growth on a global scale. Our events, including ATIS America and ATIS Africa, are designed to catalyze collaboration and unlock the immense potential of African tourism. We are committed to supporting African businesses and promoting responsible travel practices, contributing to a thriving and interconnected tourism ecosystem.
We focus on delivering seamless transactions and strategic results, backed by a team of seasoned professionals dedicated to maximizing value and ensuring a smooth process for every client.
A significant portion of our business originates from referrals, a testament to our commitment to exceptional customer service and consistently meeting our clients’ needs. With a dedicated team of experienced real estate loan professionals, Comstock Mortgage is committed to providing tailored solutions and unparalleled support throughout the mortgage process.
Our core mission is to alleviate financial worry and empower our clients to confidently embrace their retirement and future. We distinguish ourselves through our fiduciary commitment, our deep understanding of institutional investment needs, and our family-founded culture rooted in integrity, wisdom, and compassion. Johnson Sterling combines traditional investment expertise with modern technology to deliver personalized strategies and on-demand portfolio access, ensuring a seamless and supportive financial journey for every client.
We are committed to building long-term relationships based on trust and a shared vision for financial success.
As a certified B Corporation, we’re committed to using our expertise to address social and environmental challenges, and we collaborate with Andersen Global to deliver a global network of advisory services. Our technology-driven approach ensures speed, accuracy, and cost efficiency, replacing outdated processes with advanced tools and automation.
We pride ourselves on offering low APRs and flexible repayment options – from 6 to 24 months – ensuring a hassle-free borrowing experience. With a focus on customer service and integrity, Credex is dedicated to helping our clients navigate their financial needs with confidence.
We cater to a diverse clientele, including high-net-worth individuals, pre-retirees, and families seeking to preserve and grow their assets. Hamsa Yoga prioritizes building lasting relationships based on trust and transparency, offering a secure and stable path towards financial prosperity. We are committed to navigating the complexities of the financial landscape, providing peace of mind and empowering our clients to live fulfilling lives.
Our commitment to client satisfaction, combined with our CeMap qualified team, ensures a hassle-free and informed approach to property finance. We pride ourselves on our free initial advice and unwavering support, guiding clients every step of the way to achieve their property goals.
We specialize in cash management, reporting, budgeting, and fundraising, helping businesses navigate complex financial challenges and unlock their full potential. With a team led by Tom Barrett, a seasoned CFO with 15 years of experience in high-growth tech ventures and private equity deals, The FD Service provides a unique blend of financial acumen and operational know-how. Notable achievements include facilitating mergers and floats on the New York Stock Exchange, securing significant funding rounds, and driving substantial growth within diverse industries, including SaaS, hospitality, and property.
We are dedicated to helping businesses thrive by providing flexible, scalable, and results-oriented financial solutions.
Rooted in a commitment to biblical principles, we help clients prioritize financial stewardship and align their financial decisions with their values. Through a referral-based model and a focus on building strong relationships, The Financial Literacy Institute is transforming lives one financial literacy lesson at a time.
With a team of experienced professionals, Emeir Group delivers tailored solutions to drive operational efficiency and unlock new opportunities. Founded in 2022, we’ve quickly established ourselves as a trusted partner for businesses seeking to navigate complex challenges and capitalize on emerging trends.
Our team leverages extensive market knowledge and strong relationships with lenders to secure the best possible deals, ensuring a smooth and stress-free experience. We are particularly experienced in assisting overseas workers with hazardous occupations and contractors, offering tailored mortgage and insurance solutions. Mortgages Made Easy is an Authorised and Regulated Financial Services firm, committed to upholding the highest standards of professionalism and client protection.
We are proud to be a trusted partner in helping individuals and families achieve their property goals.
Our Capital Management division also offers traditional investment banking services, including bond and IPO placement. We help clients build robust, diversified portfolios aligned with their specific risk-return objectives. We are a regulated firm (FCA registered – number 477155) dedicated to delivering sophisticated investment solutions.
We specialize in debt advice, PPI claims, trust deeds, debt arrangement schemes, and creditor negotiation, all delivered with a commitment to ethical and responsible financial guidance. Established in 2013, Debt Help Team has grown to a team of 3, providing expert support to clients seeking a brighter financial future.
With a strong track record and a commitment to quality, the Florida Trust has earned a Standard & Poor’s rating and consistently meets the diverse investment needs of local governments across Florida. We partner with Payden & Rygel to deliver expert management and insightful market analysis, supporting the financial stability of communities throughout the state.
We handle the ongoing annual maintenance, keeping your documents updated with the latest regulations, so you can focus on growing your business. Solo 401k Solutions is the trusted partner for small business owners seeking reliable and straightforward Solo 401(k) administration, offering peace of mind and expert guidance.
Longdean Capital’s expertise lies in identifying and analyzing investment potential across various sectors, supporting investors in achieving their financial goals. With a commitment to responsible investment practices, we operate with transparency and integrity, adhering to the highest ethical standards. Our team combines local market knowledge with global investment expertise, offering a unique perspective and tailored strategies.
We serve individuals and families seeking clarity and confidence in their financial futures, helping them navigate complex financial decisions and achieve their long-term goals. With a team of experienced advisors and a proven track record, Falcon Wealth Planning is committed to building lasting relationships based on trust and integrity. We manage over $1.4 billion in assets and have been recognized as an award-winning firm, consistently delivering exceptional results for our clients.
Our dedication to education and personalized service ensures that each client receives tailored solutions designed to meet their unique needs and aspirations.
We help clients maximize the tax efficiency of their pensions and navigate complex financial decisions with confidence, ensuring a secure and fulfilling retirement. We value building strong client relationships and are committed to providing friendly expertise and ongoing support.
Our success is built on a foundation of empathy and genuine human connection, prioritizing individual needs and fostering trust. We’ve consistently demonstrated our ability to recover over 80% of the value of recovered assets, and our clients benefit from a 60-70% higher probability of repeat business. We’ve partnered with industry leaders like Comcast and Cox Communications, recovering millions of dollars in assets and driving substantial improvements in customer retention – including a 20-40% increase in retained customers and a 306% higher lifetime value for loyal clients.
Complete Recovery’s team of experienced professionals, including a Chief Financial Officer with 20+ years in telecommunications and a dedicated SVP of Call Center Operations, is committed to delivering exceptional results and building long-term partnerships.
Founded in 2020, the firm’s enduring foundation is built on a 20-year relationship between OA and Apogem, providing stability and a deep understanding of the middle market private capital landscape. RidgeLake’s approach centers on identifying and partnering with leading GP firms, combining strategic capital with industry insights to drive value and create attractive return opportunities.
As an Appointed Representative of St. James's Place Wealth Management, we are committed to delivering exceptional service and achieving our clients’ financial goals. We support the next generation of wealth through intergenerational planning.
With a team of Certified Financial Planners and Chartered Wealth Managers, including a Board Director and Trustee of the Chartered Institute of Securities and Investments, Aurea Financial Planning offers a sophisticated level of service tailored to clients with substantial asset bases – typically around £500,000 or more. We work collaboratively to understand your dreams and create a lifetime cashflow chart, demonstrating the impact of your current decisions on your future financial well-being. We are committed to progressing the progression of Financial Planning throughout the country.
Our team combines decades of experience in investment management, recruiting, and organizational development, offering a holistic approach to advisor success. We are committed to delivering performance-driven solutions and fostering strong, collaborative relationships with our clients. Momentum Wealth Partners is a proud member of LPL Financial, a registered investment advisor, and we prioritize the security and privacy of our clients’ data.
As a fully independent and FCA-regulated firm, we prioritize building lasting relationships with our clients, offering a trusted and professional service. Integral Financial Planning is committed to helping clients secure their financial future through expert advice and tailored solutions, backed by a strong network of professional connections and a dedication to charitable work through Rotary International.
Offering a comprehensive suite of mortgage options including Conventional, VA, FHA, USDA loans, and specialized products like cash-out jumbo, investment, and reverse mortgages (HECM), we cater to diverse financial needs. As a division of Direct Mortgage Investors, Inc. (NMLS ID 1559635), we are committed to delivering exceptional service and tailored solutions to our clients in Plantation, Florida.
Company Name | Location | Category | Employees | Accuracy | Website | |
|---|---|---|---|---|---|---|
Boston, United States (US) | Finance and Banking Finance and Banking | 10-20 | timothy.smith@capitasfinancial.com | http://www.smithcompany.com | ||
Knoxville, United States (US) | Finance and Banking Finance and Banking | 2-10 | info@blackpiercapital.com | http://www.blackpiercapital.com | ||
Montgomery, United States (US) | Finance and Banking Finance and Banking | 50-100 | marketing@yourasecu.com | http://www.YourASEcu.com | ||
Aylesbury, United Kingdom (UK) | Finance and Banking Finance and Banking | 2-10 | info@mortgage-desk.com | http://www.mortgage-desk.com | ||
Essington, United Kingdom (UK) | Finance and Banking Finance and Banking | 2-10 | info@luvofinancial.co.uk | http://www.luvofinancial.co.uk | ||
Poynton, United Kingdom (UK) | Finance and Banking Finance and Banking | 2-10 | info@jdwwealthmanagement.co.uk | http://jdwwealthmanagement.co.uk | ||
Manchester, United Kingdom (UK) | Finance and Banking Finance and Banking | 10-20 | info@yingde.co.uk | http://www.yingde.co.uk | ||
Portage, United States (US) | Finance and Banking Finance and Banking | 30-50 | info@osborneklein.com | https://www.osborneklein.com | ||
Sioux Falls, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@securitycreditcorp.com | http://www.securitycreditcorp.com | ||
Norwich, United Kingdom (UK) | Finance and Banking Finance and Banking | 30-50 | info@time4advice.co.uk | https://www.time4advice.co.uk/ | ||
Stoke-On-Trent, United Kingdom (UK) | Finance and Banking Finance and Banking | 2-10 | info@amicauk.co.uk | https://amicauk.co.uk/ | ||
London, United Kingdom (UK) | Finance and Banking Finance and Banking | 2-10 | info@visible-banking.com | http://www.Visible-Banking.com | ||
COVENTRY, United Kingdom (UK) | Finance and Banking Finance and Banking | 2-10 | info@prospero.financialwisdom.com.au | http://prospero.financialwisdom.com.au/ | ||
ESTEPONA, Spain | Finance and Banking Finance and Banking | 2-10 | info@mancalagroup.com | http://www.mancalagroup.com | ||
Stockport, United Kingdom (UK) | Finance and Banking Finance and Banking | 10-20 | hello@cabcard.services | https://cabcard.services | ||
Spokane, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@uniqueenbookkeeping.com | http://www.uniqueenbookkeeping.com | ||
Wakefield, United Kingdom (UK) | Finance and Banking Finance and Banking | 30-50 | info@bluestone.app | http://www.bluestone.app | ||
Houston, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@flexible-consulting.com | http://www.flexible-consulting.com | ||
MINNEAPOLIS, United States (US) | Finance and Banking Finance and Banking | 30-50 | info@sawmilltrust.com | http://www.sawmilltrust.com | ||
Southampton, United Kingdom (UK) | Finance and Banking Finance and Banking | 2-10 | info@57finance.co.uk | https://www.57finance.co.uk/ | ||
San Francisco, United States (US) | Finance and Banking Finance and Banking | 2-10 | info@yearend.com | https://yearend.com | ||
Langham, United Kingdom (UK) | Finance and Banking Finance and Banking | 20-30 | info@eafp.co.uk | http://www.eafp.co.uk | ||
London, United Kingdom (UK) | Finance and Banking Finance and Banking | 2-10 | info@yellowtail.co.uk | http://www.yellowtail.co.uk | ||
Salt Lake City, Utah - USA, United States (US) | Finance and Banking Finance and Banking | 50-100 | info@africatisummit.com | http://www.africatisummit.com | ||
Fort Lauderdale, United States (US) | Finance and Banking Finance and Banking | 2-10 | brad@valorembrokers.com | http://www.ValoremBrokers.com | ||
Sacramento, United States (US) | Finance and Banking Finance and Banking | 200-500 | info@comstockmortgage.com | http://www.comstockmortgage.com | ||
Birmingham, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@johnsonsterling.com | http://www.johnsonsterling.com | ||
Birmingham, United Kingdom (UK) | Finance and Banking Finance and Banking | 30-50 | info@touchstoneadvisory.co.uk | https://www.touchstoneadvisory.co.uk | ||
Fort Lauderdale, United States (US) | Finance and Banking Finance and Banking | 20-30 | service@credex.net | https://www.credex.net | ||
Santa Rosa, United States (US) | Finance and Banking Finance and Banking | 2-10 | info@hamsa-yoga.com | http://hamsa-yoga.com/ | ||
Milton Keynes, United Kingdom (UK) | Finance and Banking Finance and Banking | 2-10 | info@homekeymortgages.co.uk | https://homekeymortgages.co.uk/?password-protected=login&redirect_to=https%3A%2F%2Fwww.homekeymortgages.co.uk%2F | ||
Portsmouth, United Kingdom (UK) | Finance and Banking Finance and Banking | 2-10 | info@thefdservice.co.uk | http://www.thefdservice.co.uk | ||
London, United Kingdom (UK) | Finance and Banking Finance and Banking | 200-500 | info@canada.sp-intelligence.com | https://www.canada.sp-intelligence.com/ | ||
Akron, United States (US) | Finance and Banking Finance and Banking | 2-10 | info@thefli.net | http://thefli.net | ||
Manchester, United Kingdom (UK) | Finance and Banking Finance and Banking | 2-10 | hello@emeirgroup.co.uk | http://emeirgroup.co.uk | ||
Potters Marston, United Kingdom (UK) | Finance and Banking Finance and Banking | 10-20 | info@mortgagesbymme.co.uk | http://www.mortgagesbymme.co.uk | ||
London, United Kingdom (UK) | Finance and Banking Finance and Banking | 10-20 | info@ucapital-am.com | https://www.ucapital-am.com | ||
Glasgow, United Kingdom (UK) | Finance and Banking Finance and Banking | 10-20 | info@debthelpteam.com | http://www.debthelpteam.com | ||
Tallahassee, United States (US) | Finance and Banking Finance and Banking | 50-100 | info@floridatrustonline.com | http://www.floridatrustonline.com | ||
Phoenix, United States (US) | Finance and Banking Finance and Banking | 2-10 | info@solo401ksolutions.com | http://www.solo401ksolutions.com | ||
Eastbourne, United Kingdom (UK) | Finance and Banking Finance and Banking | 2-10 | info@longdean.com | http://www.longdean.com | ||
Ontario, United States (US) | Finance and Banking Finance and Banking | 50-100 | info@falconwealthplanning.com | http://www.FalconWealthPlanning.com | ||
Leicester, United Kingdom (UK) | Finance and Banking Finance and Banking | 2-10 | info@bosworthwm.co.uk | http://bosworthwm.co.uk/ | ||
Salt Lake City, United States (US) | Finance and Banking Finance and Banking | 200-500 | info@completerecoverycorp.com | https://completerecoverycorp.com/ | ||
New York, United States (US) | Finance and Banking Finance and Banking | 2-10 | info@ridgelake.com | https://www.ridgelake.com/ | ||
MANCHESTER, United Kingdom (UK) | Finance and Banking Finance and Banking | 10-20 | info@samuelsfinancial.co.uk | http://www.samuelsfinancial.co.uk/ | ||
Peterborough, United Kingdom (UK) | Finance and Banking Finance and Banking | 2-10 | hello@aureafp.co.uk | http://www.AureaFP.co.uk | ||
Mount Laurel, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@momentumwealthpartners.com | http://www.momentumwealthpartners.com | ||
Gedling, United Kingdom (UK) | Finance and Banking Finance and Banking | 2-10 | info@integral-ifa.co.uk | http://www.integral-ifa.co.uk | ||
Plantation, United States (US) | Finance and Banking Finance and Banking | 2-10 | info@ilovemylender.com | https://www.ilovemylender.com |
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