Financial Services Companies Worldwide

Lendio is transforming small business lending by connecting small businesses, lenders, and small business service providers through a single integrated technology platform. We are on a mission to power an ecosystem that helps small businesses survive and thrive. Lendio provides purpose-built software that automates small business loan decisioning and underwriting for both banks and digital lenders, uses AI to match small businesses to the financing offers that best meet their needs, and embeds a full small business loan marketplace directly within small business service providers’ platforms – all of which work together to get small businesses access to the capital they need to be successful. Since 2011, Lendio has facilitated more than 400,000 small business loans and other financing options totaling over $15 billion. Recent Awards: 100 Companies Championing Women Award 2023 Utah Business Fast 40 Awards 2023 Mountain West Capital Network 100 Award 2023 FinTech Breakthrough - Best Small Business Lending Solution Award 2022 Forbes Best Small Business Loans Award 2022 Forbes Best Business Line of Credit Award 2022 Forbes Best Startup Business Loans Award 2022 Brock Blake, Top 50 Fintech CEOs of the year 2022 by the financial technology report Brock Blake CEO of the Year by Utah Business Magazine One Great Place to Work 2021 Fortune’s 2021 Best Workplaces in Financial Services and Insurance Karen Wins Utah Business, Women of the Year 2021 Ethan Hanson - Utah Business, Corporate Council Honoree 2021 BusinessQ Magazine - Company of the Year 2021 Inc magazine Best Workplaces 2021 Ranked 8th on Glassdoor’s Best Places to Work among U.S. small and medium companies 2021 #1 Financial Service in Entrepreneur’s Franchise 500 2021 Fast 50 List 2021 MWC Network Award 2021

Fuelfinance is an all-in-one financial solution tailor-made for growing SMEs. No more headaches 🤕 with finance and planning. Spend only 1 hour ⏱️ per week monitoring your KPIs 📊 on a dashboard. And a dedicated CFO 🧑‍💻 will help you to make all the decisions.

Established in 2001. Jitendra Consulting Group is consist of three divisions: 1) Jitendra Chartered Accountants 2) Jitendra Business Consultants 3) Jitendra Intellectual Property Initially delivering services in the spheres of Auditing & Accounting, JCG built upon its core competencies, adapted to the dynamic market, led business processes through innovation and constantly surpassed the expectations of its clients. Drawing spirit from an incredible grasp of fundamental values, business acumen and a keen interest in delivering the highest standards in all aspects of services, JCG has been winning over several multinational corporations, financial institutions and governments. Core Services We Offer: Auditing Accounting Business Setup Consultancy Company Liquidation Management Consultancy Intellectual Property Registration Tax/VAT Advisory & Filing Corporate PRO Services Business Bank Account Opening Anti-Money Laundering Compliance Economic Substance Regulations Advisory Ultimate Beneficial Owner Filing Backed by a full-fledged team of versatile, creative and seasoned industry experts, JCG expanded its services to several international financial hubs. Our aspirations lay in providing unmatched customer support, insightful services and strategic collaborations that almost create a revolution of sorts. Unwavering in our commitment to quality, cost and delivery, we welcomed into our fold ambitious new ideas that involved the setting up of strategic centres at various points on the globe. #GrowingYourBusinessIsOurBusiness

At Commonwealth Financial Group (CFG), we are committed to delivering the best-in-class financial planning experience. Our dedicated partnership prioritizes your success and propels you forward with cutting-edge solutions, personalized consulting, and intuitive tools. Our customized approach to financial planning is centered on empowering individuals with the knowledge, skills, and resources they need to navigate complexities, overcome challenges, and build secure and prosperous futures. Financial planning is more than just a static recommendation – it is a transformative, client-centered process. By seamlessly integrating personal and financial circumstances, our dynamic approach helps to optimize life goals and adapts to evolving lives. Let us show you how we can transform the way you approach financial planning.

At KRM Generational Wealth Advisors of Northwestern Mutual, we specialize in working with the generations – generations of family or generations of a business. We work with our clients at every stage and transition in their life, working to understand what’s important to them now, in the future, and for generations to come. As part of Northwestern Mutual's exclusive Private Client Group, we provide a unique approach to wealth management designed to give you an edge.

Specialized in crypto-tracking compliance tools since 2015, Scorechain provides AML & Compliance solutions for cryptocurrencies. It serves customers worldwide, mainly cryptocurrencies companies, exchange platforms, OTC trading desks, ICOs, private banks, audit firms, and custodians. The company has helped more than 200 customers from 45+ countries. Scorechain Analytics suite includes Bitcoin analytics with Lightning Network detection, Ethereum analytics with more than 250,000 ERC20 tokens and stablecoins, Litecoin, Bitcoin Cash, Dash, XRP Ledger, Tezos, Tron with TRC20/TRC10 tokens, and BNB Smart Chain with BEP20 tokens. All products are available both on UI and API, with full customization and reporting features. With a powerful and unique scoring system, Scorechain’s products allow traditional finance players and cryptocurrency companies to apply a risk-based approach for this new class of assets and fulfill all new regulation requirements.

Acuity Knowledge Partners (Acuity) is a leading provider of bespoke research, analytics and technology solutions to the financial services sector, including asset managers, corporate and investment banks, private equity and venture capital firms, hedge funds and consulting firms. Its global network of over 6,000 analysts and industry experts, combined with proprietary technology, supports more than 500 financial institutions and consulting companies to operate more efficiently and unlock their human capital, driving revenue higher and transforming operations. Acuity is headquartered in London and operates from 10 locations worldwide. Acuity was established as a separate business from Moody’s Corporation in 2019, following its acquisition by Equistone Partners Europe (Equistone). In January 2023, funds advised by global private equity firm Permira acquired a majority stake in the business from Equistone, which remains invested as a minority shareholder.

Konfío is one of the 250 Top Fintechs in the world, according to CB Insights. We are the largest online lending platform for Small and Medium Businesses in Mexico. We help these companies to achieve economic growth through the access of credit solutions with a proprietary algorithm that combines data and technology to measure creditworthiness in a matter of minutes. In the age of digital data, cloud computing and artificial intelligence, we are moving far beyond lending, to create an array of services, tools and platforms that can help all types of businesses to understand and cease their growth opportunities and to accelerate their workforce so they can compete and respond to the ever changing economic landscapes. In Konfío, we believe every business man and woman possesses a super power that can help communities, cities and entire families to thrive and achieve a prosperous life. Our main mission is make them unstoppable so no matter how big the dream is they can achieve it.

Corpay One is a leading spend management solution for scaling businesses. Get one, complete platform to manage your business bills and a credit card (the Corpay One Mastercard®!) to pay them. You can build custom bookkeeping and approval workflows that work for your team, while streamlining payments to your vendors, managing employee spend with custom controls and leveling up your business with line of credit. This is intelligent spend management designed to help you spend smarter, earn faster and save more. Get started today - for free!

Founded in 2016, WeTravel’s platform handles the pre-departure management of group trips and multi-day tours for thousands of travel businesses. From travel-specific itinerary builders that translate to well-designed web pages to lead generation and marketing tools to customizable payment options for your travelers and suppliers, WeTravel exists to help you grow your business -- and help travelers experience the world through your trips. Reach out to us if you have you'd like to learn more: info@wetravel.com Set up a demo here: https://product.wetravel.com/request-a-demo

Qonto is the leading European business finance solution. It simplifies everything from everyday banking and financing, to bookkeeping and spend management. Qonto energizes SMEs and freelancers so that they can achieve more. A few figures about Qonto: - Alexandre Prot and Steve Anavi launched Qonto in July 2017 - Qonto’s international team is growing fast and we are actively hiring! - Hundreds of thousands of customers in Europe are already using Qonto - €622m raised with VCs and business angels including Valar, Alven, the European Investment Bank, Tencent, DST Global, Tiger Global, TCV, Alkeon, Eurazeo, KKR, Insight Partners, Exor Seeds and Gaingels. Legal Notice: 🇪🇺 https://legal.qonto.com/en 🇫🇷 https://legal.qonto.com/fr 🇩🇪 https://qonto.com/de/imprint 🇪🇸 https://legal.qonto.com/es 🇮🇹 https://legal.qonto.com/it

Galileo Financial Technologies, LLC is a financial technology company that enables fintechs, banks, emerging and established brands to build differentiated financial solutions that deliver exceptional, customer-centric experiences. Through modern, open APIs, Galileo’s flexible, secure, scalable and fully integrated platform drives innovation across payments and financial services. Trusted by digital banking heavyweights, early-stage innovators and enterprise clients alike, Galileo supports issuing physical and virtual payment cards, mobile push provisioning, tailored and differentiated financial products and more, across industries and geographies. www.galileo-ft.com

Chargebee is the leading Revenue Growth Management (RGM) platform for subscription businesses. Our mission is to help businesses of all sizes to grow their revenue by providing a comprehensive suite of solutions, including subscription management and recurring billing, pricing and payment optimization, revenue recognition, collections, and customer retention.

Designing financial infrastructure for innovators and change-makers to build, adapt and thrive in our interconnected world. We offer embedded finance as well as smart business banking solutions.

Musoni is the leading digitalisation partner for microfinance. We support organisations around the world with our award winning cloud banking solutions. Musoni’s software has been consistently proven to help organisations improve efficiency, reduce costs, and grow rapidly. Aside from its award-winning core banking system, Musoni specialises in helping organisations to digitalise their operations. The system includes an SMS module for direct communication with clients, integration with leading mobile wallets for digital payments, and a fully integrated digital field application for loan officers. Musoni’s approach is hands-on and based on our experience of setting up a financial organisation ourselves in 2008. More than a vendor, we see ourselves as the long term digitialisation partner for financial institutions. We benefit from an excellent understanding of microfinance operations and first-hand experience of how best to introduce new technology into microfinance institutions.

Patriot Software offers online accounting and payroll software to US business owners and their accountants. We have a passion for American business, hard work, and delivering simple, yet powerful, software you can afford. The best part is...we have fun doing it! Our mission is to make accounting and payroll fast, simple, and affordable for millions of American businesses and their accountants.

NachoNacho is a B2B SaaS + Services marketplace platform powered by Fintech and AI. With NachoNacho, businesses can: 1) Manage all SaaS spend in one place by creating a separate virtual card for each vendor with tight limits. 2) Discover helpful new SaaS tools using AI-powered recommendation tools. 3) Get discounts on hundreds of SaaS products (up to 30% off lifetime). SaaS vendors + Service providers: A new low CAC acquisition channel. No integration is required. Pay on a rev-share basis.

EBizCharge is the leader in integrated payment solutions that helps businesses facilitate electronic payment processing, enhance transaction security, and increase client profits. Providing businesses with the tools they need to make transactions faster, safer, and less expensive while offering a premium payment processing experience. Our applications are PCI-compliant and fully integrated with major ERP/accounting systems, including QuickBooks, Sage ERP products, SAP Business One, Microsoft Dynamics, NetSuite, Epicor, Acumatica, and major online shopping carts, including Magento, WooCommerce, and Volusion. EBizCharge has grown to process billions in transactions every year for more than 400,000 users across the U.S and Canada. For more information, visit us at ebizcharge.com. 2023 - Gold Stevie® Award for Best FinTech Solution 2023 - Bronze Stevie® Award for Best Payment Solution 2023 - Bronze Stevie® Award for Best Financial Management Solution 2023 - Inc. 5000 Fastest-Growing Private Companies in America 2023 - Finovate Awards for Best Enterprise Payments Solution 2023 - Silver Globee Award for American Business for Best FinTech Solution 2023 - Silver Globee Award for Disruptors for Best Product/Service in FinTech, Financial Services, Payments, & Banking 2023 - People’s Choice Stevie Award for Favorite FinTech Solution 2023 - People’s Choice Stevie Award for Favorite Payments Solution 2022 - Gold Stevie® Award for Best Payments Solution 2022 - Silver Stevie® Award for Best FinTech Solution 2022 - Bronze Stevie® Award for Best Financial Management Solution 2022 - CNP Judges Choice for Best Compliance Solution 2021 - CNP Peoples Choice for Best PCI Compliance Provider 2021 - Gold Stevie® Award for Best Financial Management Solution 2020 - Inc. 5000 Fastest-Growing Private Companies in America 2019 - Inc. 5000 Fastest-Growing Private Companies in America 2018 - Inc. 5000 Fastest-Growing Private Companies in America

Fintainium: Solving the Complexities of B2B Payables and Receivables Fintainium is a platform built on a modern and configurable tech stack to solve complex problems for business payables and receivables.

Weel is a corporate card and spend management platform that empowers teams to better manage, control and streamline company spending. When money runs smoothly, everybody wins. Weel's easy-to-use web and mobile apps include instant virtual company cards, bill pay, spend controls and budgeting, a real-time transaction feed, automated expense reporting, powerful accounting integrations, subscription spending management, reimbursements and exclusive rewards. Businesses use Weel’s platform to manage over $250 million in annual spend. Ready to move your business forward? Follow us and visit www.letsweel.com

At TreviPay, we believe loyalty begins at the payment. Thousands of sellers use our global B2B payments and invoicing network to provide choice and convenience to buyers, open new markets and automate accounts receivables. With integrations to top eCommerce and ERP solutions and flexible trade credit options, TreviPay brings 40 years of experience serving leaders in manufacturing, retail and transportation.

Vyapar is the simplest and easy to use Billing, Accounting and Inventory management software. Our Mission is to help business owners manage their accounting and finances hassle free, even if they do not have any prior accounting knowledge. Vyapar makes it easy for every business to become digital: 1 - Keep track of receivables and payable 2 - Manage inventory 3 - Send customised Invoices 3 - View business success reports 4 - Get on time payments with 'Payment Reminders'​ 5 - Add items quickly with Barcode scanner 6 - Send transaction messages in multiple Languages 7 - Create free online store And so much more ... Download to discover Vyapar :-> https://play.google.com/store/apps/details?id=in.android.vyapar&hl=en_IN

Focused Solutions for Private Banking We've hit a 30 year milestone for International Private Banking Systems (IPBS)! We are a broad spectrum solution provider of wealth management software for international financial services institutions. The fully integrated IPBS accounting and wealth management platform provides all of the Front-Middle and Back Office support services required by financial institutions: International Private Banks, Trust Companies, Investment and Portfolio Managers as well as Fund Administrators. We have always recognized that “one size does not fit everyone” and therefore we are always ready to develop bespoke features and add-ons that will allow our clients to stand out in a very crowded marketplace.

Since 1993, Rectangle Health has been making a difference in the healthcare community with solutions that enable financial and operation health for practices, ultimately leading to healthy patients. Click the link below to chat with a consultant about simplifying the business side of your healthcare practice. Our mission is to simplify the business the side of healthcare with our technology and our best-in-class consultants and support teams. Practice Management Bridge®, our flagship solution improves operational efficiency and increases patient payments while: Reducing time spent managing billing Receiving and posting payments quickly Minimizing time spent on payment reconciliation Automating refunds and streamlining billing Decreasing time spent on new site integrations/conversions Consolidating systems into one payments solution across multiple sites Reducing cost of PCI compliance and non-compliance fees Automating patient scheduling and reminders Helping your staff and practice meet and maintain compliance requirements with ease. Visit www.rectanglehealth.com to learn more about our healthcare software solutions. In April of 2022, Rectangle Health launched the C.A.R.E.S. initiative, an active extension of our core values. Championing client success Acting with purpose and integrity Respecting the healthcare community Excelling at everything we do Shaping what’s possible We encourage you all to follow along as we utilize our platform to make a difference in our community.

AlternativeSoft is an award-winning analytical software specialising in funds selection, portfolio construction, funds fact sheet, portfolio reporting, portfolio management with hedge funds and private equity funds and, finally, funds due diligence. It is the only tool on the market to combine funds due diligence and funds statistics. With over $1.5trn in client AuM, AlternativeSoft’s clients include some of the world’s largest pension funds, sovereign wealth funds, endowments, fund of funds and wealth managers.

Everysk Technologies, based in New York City, is an investment technology firm providing an unprecedented level of front office automation to investment funds of all sizes and complexity. With Everysk’s expertise and technology, fund managers and allocators can instantly establish robust investment processes through a digital workforce - giving them the same sophisticated, automated portfolio monitoring tools employed by top tier firms. Everysk’s clients are unburdened by operational tasks and strengthened by data-centric, contextualized analytics, allowing them to focus on high impact investment decisions.

Less admin. More training. Manage course scheduling, registrations, payments, website, CRM, and reporting—all in one powerful and easy-to-use platform. Try for free now at https://www.arlo.co Offer the entire registration experience using Arlo. Create simple registration forms for free events, complex forms for conferences, and everything between. Accept payments, issue invoices, and manage transfers, cancellations, and refunds. Arlo manages all event information and resources: one place, online, and accessible wherever you are. Track tasks, record notes, send emails, print name labels, manage waiting lists, and more. Use Arlo’s flexible integration options to set your web designers free. Integrate Arlo with other business applications for seamless marketing and management. Easily manage online presentations, such as live webinars for sales and training, and self-paced e-learning. Manage information about existing clients in Arlo, and easily run campaigns to target potential customers. Arlo is a fully featured customer relationship management tool.

OptionTrax® is the market's most intuitive, comprehensive equity plan and securities tracking software platform. Our equity platform makes it easy to manage vesting, track participants and meet all of your disclosure and financial reporting requirements. Our cap table module software is a full featured investment and shareholder management and record keeping system perfectly suited to private companies. And if you need a little extra help, we're here! The OptionTrax support team is staffed by Certified Equity Professionals that can help you navigate the complex rules and regulations related to equity compensation and securities governance.

MCF Capital Management, LLC is an independent, family-run financial advisory firm specializing in quantitative market data analysis, providing retirement planning, investment management, and wealth advisory services to individuals and businesses across Orange County, California, and the Dallas-Fort Worth Metroplex in Texas. Leveraging decades of experience, we deliver tailored investment solutions designed to help our clients achieve their financial goals. As a firm rooted in a commitment to data-driven decision-making, we combine rigorous market analysis with personalized service, ensuring our clients receive the strategic guidance they need to thrive.

We’ve recently transitioned to Cambridge Investment Research, Inc. for our brokerage services, allowing us to continue providing exceptional support to our valued clients. Our team’s expertise in areas like geopolitical analysis and media trends further enhances our ability to navigate the complexities of the financial landscape. We are dedicated to building long-term relationships based on trust, transparency, and a shared commitment to success.

RHL Specialist Property Finance is a leading specialist property finance provider based in Brighton, UK, dedicated to delivering tailored mortgage and finance solutions to developers and investors since 1995. We specialize in bridging and development finance, commercial property loans, buy-to-let mortgages, and residential mortgages, with a particular focus on assisting clients who may face challenges securing traditional financing. Our commitment to efficient processes, exceptional customer service, and a deep understanding of complex property transactions allows us to provide flexible and accessible funding options.

RHL Property Finance has a proven track record of supporting a diverse range of projects, from residential developments to commercial ventures, and we pride ourselves on building long-term relationships with our clients. With over 27 years of experience, we continue to adapt to the evolving needs of the property market, offering expert advice and placing mortgages to suit individual requirements. We are committed to providing a personal and efficient service, specialising in assisting people having difficulty obtaining finance, whatever the reason.

Jomax Recovery is a specialized commercial collection firm headquartered in Peoria, Arizona, dedicated to recovering surety bond and insurance loss and premium funds for carriers nationwide. With decades of combined experience navigating complex recovery scenarios, we offer a legal-ready mindset and a proven track record of performance on challenging accounts. Our team of skilled professionals utilizes sophisticated investigative tools, advanced collection technology, and a nationwide network of vetted commercial collection attorneys to deliver consistent, high-quality results.

We simplify the recovery process and pursue every viable path to resolution, providing clear communication and national legal capabilities to our clients. Jomax Recovery focuses on maximizing recoveries while upholding the highest standards of service, making us a trusted partner in the surety and insurance industries.

Pole Arnold Financial Management Ltd is a leading independent financial advisory firm based in Enderby, Leicester, dedicated to providing highly personalised financial planning solutions to businesses, trusts, and private clients across the East Midlands and beyond. With a heritage spanning over 50 years, we combine decades of experience with a dynamic, collaborative team, offering bespoke advice encompassing lifetime financial planning, pension advice, investment advice, and tax planning. We leverage our investment committee’s expertise to navigate the macroeconomic landscape and craft tailored investment strategies.

Pole Arnold Financial Management is committed to helping our clients achieve their financial aspirations, building secure futures for individuals and businesses alike. Our London office further extends our reach, providing specialist support to a wider client base.

Accord Group Holdings LLC is a leading real estate private equity investment firm headquartered in San Francisco, with a global presence in London, Munich, Hong Kong, and Seoul. We specialize in strategic investment and capital advisory services, providing a synergistic combination of capital markets expertise, investment management, and principal investing capabilities to real estate private equity investors.

With over 25 years of experience building relationships with General Partners and Limited Partners, Accord brings a principal investor mindset and investment banking skills to identify and execute high-quality real estate opportunities, particularly those that are undercapitalized. Our team of experienced professionals delivers tailored solutions across a range of sectors and geographies, supporting clients with direct investment and structuring expertise.

Decisive Capital Management is a leading independent Next-Generation UHNW Wealth Advisor, specializing in providing bespoke investment solutions to ultra-high net-worth individuals, families, entrepreneurs, and corporations across Switzerland, London, and Zurich. We operate as a smart capital venue, focusing on disruptive technologies within sectors like digital media, prop tech, bio tech, med tech, and clean tech. Our approach centers on mutual trust and co-investment alongside our clients, underpinned by rigorous due diligence and a global network of 50 professionals.

Decisive has been recognized for its excellence, including winning the Wealthbriefing Swiss EAM ‘Best Direct Investment Program’ award for three consecutive years (2023, 2022, and 2021) and the ‘Best International Team’ award in 2023. Established in Geneva in 2016 and supervised by SoFit (regulated by FINMA), we are dedicated to protecting and growing our clients’ wealth through strategic investments in private markets and innovative ventures.

Investar Bank, National Association is a full-service community bank providing exceptional financial products and personal, down-home service to households and businesses across the Southeastern United States. With locations in Louisiana, Alabama, and Texas, we combine big bank capabilities with dedicated local professionals who know you by name. We offer a comprehensive suite of services including personal and business deposit accounts, loans, treasury management, and online banking, all designed to support your financial future.

At Investar Bank, our commitment to customer security and privacy is paramount, and we strive to deliver brilliant banking experiences wherever and whenever you need us. We believe there will always be a place for big-bank capabilities delivered by dedicated local professionals who know you by name. Brilliant Banking means you’re the star every day at Investar Bank!

MERA Investment Management is a leading specialist real estate lending and investment company based in London, providing senior loans and preferred equity to a diverse range of property developers and investors. Established in partnership with a single family office dating back to 1933 and backed by private and institutional capital, we offer a personal and service-driven approach to real estate finance. With over 250 years of combined experience within our team, MERA delivers tailored and flexible finance for acquisitions, refurbishments, turnarounds, and refinancing across the UK.

We specialize in structuring complex deals and deploying funds quickly, often taking a counter-cyclical approach. MERA’s commitment to long-term relationships, combined with institutional firepower, makes us a trusted partner for both borrowers and investors seeking high-quality real estate finance solutions. We are dedicated to supporting future leaders through our social impact investment programme, fostering the next generation of explorers and record-breakers.

PacNorth Retirement Group is a leading retirement plan consulting firm based in Spokane Valley, Washington, dedicated to providing comprehensive financial solutions for individuals and corporations across the Pacific Northwest. We specialize in fiduciary governance, investment advisory, and company 401(k) plan administration, empowering businesses and their employees to achieve secure and prosperous retirements. With over 100 years of combined experience among our team of certified financial professionals, we offer personalized support, strategic planning, and unwavering commitment to our clients’ success.

We help businesses navigate complex plan options and fiduciary responsibilities, ensuring participants receive the guidance and service they deserve. Our mission is to simplify wealth management and provide clear, actionable advice, guiding our clients towards their financial goals with integrity and expertise.

Advice Talks Ltd is a leading provider of specialised money advice training and services based in Glasgow, Scotland. We support financial professionals across the UK by delivering comprehensive training in Debt Arrangement Schemes, Bankruptcy, and Scots Law, alongside expert advice on FCA regulated areas like debt counselling. Our services are designed to equip advisors with the knowledge and skills to effectively assist clients facing financial difficulties.

We cater to a diverse range of clients, including charities, financial institutions, and independent advisors. With a strong focus on regulatory compliance and practical application, Advice Talks Ltd is committed to upholding the highest standards of financial advice within the Scottish market and beyond.

AAG Wealth Management is a leading UK-based wealth management firm dedicated to providing bespoke financial advice and comprehensive solutions to individuals and businesses. Established in 1995, we operate with a client-centric approach, putting our clients' needs at the heart of everything we do. We combine the expertise of specialist teams – including corporate services, mortgages, protection, and foreign exchange – with a commitment to financial education, empowering clients to make informed decisions about their financial future.

As an Appointed Representative of St. James’s Place Wealth Management, we offer a secure and trusted platform for wealth management, underpinned by a strong reputation for personal service and long-term partnerships. We’re proud to have served clients for over 25 years, building lasting relationships based on trust and a shared commitment to achieving financial wellbeing.

Our team of experienced professionals is dedicated to helping you navigate the complexities of the financial landscape and build a secure future for yourself, your family, or your business.

Together Compliance Limited is a Manchester-based specialist compliance consultancy dedicated to helping businesses navigate the complexities of FCA and Data Protection regulations. With over 20 years of combined experience in the legal and financial services sectors, our team provides hands-on support, from initial compliance strategy to ongoing monitoring and training. We empower businesses to build a robust culture of compliance, safeguarding their customers, protecting their reputation, and optimizing performance.

Our expertise encompasses FCA applications, GDPR compliance, GAP analysis, and a wide range of other critical areas, ensuring your business operates with confidence and adheres to the highest regulatory standards. We are committed to making compliance easy and effective, acting as a trusted partner every step of the way.

Mill Wood Finance is a commercial finance brokerage based in Brighton, UK, specializing in providing strategic financial solutions to businesses of all sizes. We help companies navigate complex funding needs, from corporate debt restructuring and capital structure planning to equity optimisation and growth financing. With over 25 years of experience, we offer a tailored approach, connecting clients with a broad network of lenders and providing expert advice to support informed decision-making.

We are FCA Authorised (Reference: 729876) and dedicated to helping businesses achieve their growth ambitions through carefully structured financial arrangements. Our services include asset finance, secured loans, refinance options, and distribution finance, catering to diverse industries such as hospitality and property. We focus on delivering commercially grounded advice and access to the right funding solutions, even for businesses facing unique challenges.

Lake Street Bookkeeping is a dedicated remote bookkeeping service based in Milton Keynes, UK, providing tailored financial solutions to small and medium-sized businesses. We specialize in streamlining accounting processes for clients across various sectors, including SaaS, e-commerce, and professional services. As a Xero Certified Advisor, we offer expert support with bank reconciliation, accounts payable and receivable, payroll, VAT returns, and management reporting – all delivered with a focus on accuracy and peace of mind.

Our unique understanding of the challenges faced by small business owners, stemming from our own experience as a neurodiverse, single parent, and long-term health condition sufferer, allows us to provide truly empathetic and effective support. We’re committed to helping businesses of all sizes maintain clear financial control and achieve sustainable growth. We work with clients throughout the UK, offering flexible and reliable bookkeeping services designed to fit your specific needs.

CarrierNet Group Financial is a leading provider of integrated financial solutions for the transportation industry, based in Sioux Falls, South Dakota. We empower trucking companies and freight brokers with a comprehensive suite of services, including invoice financing, dispatch and accounting software, and robust debtor risk management tools.

Our focus is on simplifying the financing process and providing the credit checks, fuel discounts, and IFTA support needed to thrive in today’s competitive market. With over two decades of experience, CarrierNet Group Financial offers personalized customer service and builds lasting relationships, fostering success for our clients across the Over the Road Trucking and Freight Brokering sectors.

Evolution Financial Group is a global integrated suite of financial businesses specializing in debt and equity finance, operating across multiple offices worldwide. As a leading capital markets firm, we provide comprehensive solutions to clients, leveraging our expertise in trading and investment banking. Established in 2002, Evolution combines strategic flexibility with a global presence, particularly strong in Japan, to deliver innovative investment opportunities and build lasting partnerships.

We are committed to aligning our interests with those of our clients and affiliates, fostering a collaborative approach to maximize value and achieve mutually beneficial outcomes. Our experienced team, drawing on expertise from top banking and trading firms, supports transactions with major corporations and investment firms globally.

Rich Wealth Planning, LLC is a Cape Coral, Florida-based financial advisory firm dedicated to providing comprehensive financial planning and retirement planning services to individuals and families. We specialize in investment planning, stock & bonds, life insurance, and long-term care insurance, helping clients navigate their financial journey with clarity and confidence. Our approach centers on aligning financial strategies with core values, fostering long-term stability, and promoting generosity across generations.

We serve two primary client groups: those seeking to preserve and grow their retirement assets and younger generations establishing their investment foundations. Founded in 2021, Rich Wealth Planning operates with a commitment to building trust and providing unbiased advice, prioritizing relationships over transactions and focusing on defining what is truly enough for each client. We are a partner dedicated to guiding clients toward financial freedom and peace of mind, not just portfolio performance.

CORDET Capital Partners LLP is a leading alternative credit investor specializing in direct lending and private debt solutions for smaller mid-market companies across Northern Europe. Based in London, Stockholm, and Luxembourg, we provide bespoke financing – including acquisitions, growth plans, and refinancings – to businesses with up to €20 million in EBITDA. As an AIFM, CORDET focuses on sectors where we possess deep expertise, fostering long-term partnerships and supporting transformative growth.

Committed to Responsible Investment, as a signatory to the UN Principles for Responsible Investment since 2014, we prioritize sustainable and ethical investment practices. With a team of 18 professionals and a track record of over 35 successful investments, CORDET delivers risk-adjusted returns to institutional investors while enabling the success of our portfolio companies.

Influent Financial is a business finance and investment solutions provider based in Salt Lake City, Utah, dedicated to helping business owners optimize their financial operations and secure funding. We specialize in providing dynamic expertise across business finance, corporate tax strategy, business systems, and business operations, alongside web design and search engine optimization services.

Our proprietary cloud-based software connects business owners with vetted corporate vendors, lenders, and industry professionals, streamlining the process of business growth and investment. We support businesses of all sizes, from startups to established enterprises, offering a comprehensive suite of tools and resources to enhance their financial performance and market visibility.

Impactleap is a leading impact analysis and sustainable investment consultancy based in New York City, specializing in helping asset managers and owners navigate the complexities of ESG investing and build impactful investment products. We combine deep expertise in finance, technology, and climate modelling to deliver actionable insights across ESG alpha, thematics, impact investing, mega-trends, and regulation. Our mission is to foster sustainable systems and create investment solutions that deliver both financial returns and positive societal and environmental outcomes.

With a global client base and a growing presence in London and Vancouver, Impactleap is dedicated to driving capital towards opportunities that create lasting value and address critical global challenges. We leverage innovative technology and unorthodox thinking to analyze evolving landscapes and build systems that generate value alongside positive externalities.

MineSec SoftPOS is a global provider of PCI MPoC-certified SoftPOS infrastructure, headquartered in Singapore and with a growing presence in Hong Kong, Guangzhou, Taipei, Cambridge, and Cairo. We empower acquirers, PayFacs, ISVs, and banks to rapidly launch secure, contactless payment acceptance solutions – eliminating the complexities and lengthy timelines associated with traditional hardware. Unlike DIY SoftPOS projects, MineSec handles the ‘compliance plumbing,’ allowing our partners to focus on driving merchant growth.

Our technology, including the Embedded Payment SDK and MineSec Pay, offers a streamlined path to market, supporting all major payment kernels and providing flexible deployment options. We’ve established strategic partnerships with leading companies like BSD Enterprise and Payment Cards Group (PCG) to expand our reach and deliver innovative solutions across key markets, including Mexico and LATAM, and Taiwan. MineSec’s commitment to security, coupled with our API-based integration and robust support, makes us the ideal partner for businesses seeking to embrace the future of payments.

Audley Wealth is a dedicated financial planning firm based in St Albans, Hertfordshire, providing genuinely fresh and no-nonsense advice to individuals and families seeking clarity and confidence in their financial futures. With over 20 years of experience, we specialize in financial planning, pension planning, retirement planning, and wealth management, offering tailored solutions to meet each client’s unique needs. We pride ourselves on providing fully independent advice, prioritizing a hands-on, collaborative approach to ensure our clients understand and feel comfortable with their financial decisions.

Audley Wealth is committed to innovation and compliance, operating within the regulatory framework set by the FCA, and focusing on what truly matters – helping our clients achieve their long-term financial goals. Our team of experienced advisors provides comprehensive services, including investment management, tax-efficient strategies, and retirement income planning, all delivered with a personal touch.