Financial Services Companies in United States (US)

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.

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.

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

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.

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.

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.

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.

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.

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.

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.

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.

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!

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.

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.

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.

David Safeer International is a leading expert in cash flow optimization, dedicated to helping businesses across the United States – particularly those with revenues between $1 million and $20 million – transform from reactive reporting to proactive cash management. Based in Salt Lake City, Utah, we specialize in providing financial advisory services to CPAs, accountants, and bookkeepers, empowering them to evolve beyond traditional accounting and become indispensable advisors, driving significant increases in client cash flow and profitability. Our core service is the Complete Cash Flow Advisory Program, a proprietary collection of six systems designed to help financial professionals confidently improve their clients’ financial futures.

We offer a proven five-step process, built on decades of experience, to identify and address cash flow challenges, ultimately boosting profits by 5-10%. We provide the frameworks, tools, and strategies needed to secure a company’s financial future, moving them from a backward-looking perspective to a future-focused, profitable trajectory.

MassMutual Northwest is a trusted financial services provider dedicated to helping individuals, families, and businesses in the Puget Sound region achieve their long-term financial goals. Since 1889, we’ve offered comprehensive insurance, retirement, and investment solutions, including long-term care, special needs planning, and family business support.

Our team of experienced financial professionals provides personalized guidance and ongoing support, ensuring our clients remain on track to reach their most important objectives. We pride ourselves on our straightforward approach and commitment to building lasting relationships within the Seattle community.

Great Oak Capital Partners, LLC is a fee-only financial advisory firm based in Easton, Massachusetts, dedicated to providing evidence-based investment management and comprehensive financial planning to clients nationwide. We operate as fiduciaries, prioritizing our clients’ best interests above all else, and our approach is rooted in decades of academic research and a commitment to transparency. Unlike many advisors, we receive no commissions or fees based on the products we recommend, ensuring unbiased advice.

Our holistic planning process integrates investments, retirement, budget, estate, and tax strategies, fostering a truly collaborative and secure financial future. Founded in 2015 by William Sylvia Jr. and John Noonan III, CFP®, we combine decades of experience with a science-driven methodology, offering a unique and independent approach to wealth management. We are committed to building long-term relationships based on trust and a shared vision for success.

Magnolia Trust Company is an independent trust company based in Chattanooga, Tennessee, dedicated to preserving family legacies through expert estate and trust administration services. We specialize in providing high-quality, objective administration for high-net-worth individuals, families, foundations, and family offices across the Southeast. As strategic partners, we collaborate with investment managers, CPAs, and other advisors to ensure long-term planning goals are met with diligence and insight.

Our commitment to thoughtful, diligent, and transparent service, combined with our deep understanding of trust complexities, makes us the trusted choice for preserving your family’s wealth and values for generations to come. We offer comprehensive solutions including asset protection, strategic planning, and dynastic trust strategies, all underpinned by our core values of integrity, expertise, and a genuine commitment to our clients’ success.

Direct Funding Resource is a nationally recognized commercial finance company specializing in private real estate lending solutions, headquartered in McKinney, Texas. We provide fast, flexible bridge financing, fix & flip loans, DSCR loans, and new construction loans to real estate investors, catering to both individual investors and larger portfolios. Unlike traditional banks, we offer a common-sense approach to underwriting, utilizing in-house approvals and prioritizing speed and personalized service.

With decades of experience navigating challenging market conditions, Direct Funding Resource fills a critical gap for investors seeking alternative financing options, fostering long-term relationships built on trust and mutual success. Our commitment to rapid loan processing – often within 10 business days – and adaptable criteria distinguishes us as a reliable partner in the real estate investment landscape.

IMA Diligence Services is a leading transaction advisory firm based in Chicago, Illinois, specializing in comprehensive lender diligence and M&A support for a global client base. We provide precise financial insights, safeguarding client interests and facilitating confident decision-making across industries. With decades of combined transaction experience, our team of highly credentialed professionals – including CPAs, MBAs, CFEs, CIRAs, CVAs, and CFAs – delivers tailored solutions, combining meticulous analysis with open communication and hands-on involvement.

We’re committed to protecting your investments through clarity and expertise, supporting successful transactions with data-driven guidance. IMA Diligence Services offers a flexible, adaptable approach, catering to unique risks and strategic needs, and consistently exceeding expectations in lender diligence, due diligence, and quality of earnings assessments.

Five Star Financial Services, LLC is a leading Ohio-based financial services provider specializing in helping individuals secure home purchase loans, refinance existing mortgages, and navigate challenging financial situations like foreclosure and debt. We offer comprehensive debt settlement and credit repair services, empowering clients to achieve financial freedom and build a stronger credit profile. Furthermore, we provide mortgage protection life insurance to safeguard families’ financial security.

As a trusted partner, Five Star Financial Services also operates a high-reward affiliate program, offering nationwide opportunities for those seeking to generate income by promoting our services. We are dedicated to providing personalized solutions and expert guidance to meet each client’s unique needs.

Vista Wealth Network is a leading financial services firm based in Peoria, Arizona, specializing in helping business owners maximize their revenue and profits through strategic marketing and business development. We provide comprehensive solutions encompassing retirement analysis, insurance efficient study, tax mitigation, estate review, and financial planning, alongside alternative income strategies and real estate services. Our expertise extends to business brokerage, assisting entrepreneurs in successfully selling their businesses.

We cater to serious business owners seeking to grow their operations, expand their market reach, or achieve a seamless exit strategy. With over 25 years of experience, Vista Wealth Network empowers organizations to establish a competitive advantage and achieve long-term financial success. We are dedicated to providing tailored strategies that drive tangible results and create lasting financial freedom.

Riverview Bank is a community-focused financial institution providing personal and commercial banking solutions throughout Southwest Washington and the Portland metropolitan area. Established in 1923, Riverview Bank operates 17 branches and a mortgage broker division, offering a comprehensive suite of services including checking and savings accounts, mortgages, commercial real estate loans, and business banking solutions.

As a trusted partner, Riverview Bank prioritizes local decision-making and genuine relationships with its clients, fostering a strong connection within the communities it serves. With a legacy of over a century, Riverview Bank remains committed to supporting the financial needs of individuals and businesses in the region.

Champagne Capital Lending is a leading commercial finance lender based in Lauderhill, Florida, providing a comprehensive suite of financing solutions to businesses nationwide. We specialize in delivering customized short-term and long-term financing options, including accounts receivable, commercial real estate, equipment financing, fix and flip loans, franchise financing, and merchant cash advances. With a focus on supporting diverse industries – from healthcare to construction – and offering flexible financing for businesses of all sizes, Champagne Capital Lending empowers companies to achieve their growth objectives.

We pride ourselves on our responsive service and ability to provide tailored financing solutions, making us a trusted partner for businesses seeking capital to fuel expansion and innovation. Our commitment to providing accessible and efficient financing has established us as a reliable resource for businesses across the United States.

University Lending Group is a leading mortgage bank providing comprehensive lending solutions to customers across Michigan and Texas. With over a century of experience originating from Newbury State Bank, we specialize in conventional, FHA, VA, Jumbo, and construction loans, alongside unique programs like Renovation Lending and One-Time Close Construction Loans. We serve a diverse clientele, including first-time homebuyers, veterans, and those seeking to refinance or build their dream homes.

Our commitment to exceptional customer service, combined with competitive rates and a deep understanding of the local market, makes us the smart choice for your mortgage needs. As a subsidiary of University Bank, NMLS# 715685, we are dedicated to providing a seamless and rewarding lending experience. We pride ourselves on our seasoned mortgage professionals and a collaborative environment fostering long-term customer relationships.

DTS Connex is a leading provider of innovative cash management software solutions, headquartered in Westminster, Maryland. We empower merchants, banks, and financial institutions to streamline their daily cash operations with a comprehensive suite of tools, including Deposits, Change Orders, Device InSites, Drawer Count, Drawer Recon, Snaps, Safe Count, and Supplies. Our platform delivers enterprise-wide transaction visibility, enhancing process efficiency and improving transparency across all locations – from coast to coast.

With over 25 years of experience serving 120,867 locations throughout the US and Canada, DTS Connex offers a collaborative user community and integrated systems, simplifying cash management and reducing audit time. We are committed to providing peace of mind through real-time insights and automated processes, helping our clients optimize their cash flow and gain a competitive advantage. DTS Connex is a wholly owned subsidiary of Fifth Third Bank, National Association.

Builder Finance Inc. is a leading direct lender specializing in financing for builders and investors across 47 states, primarily focused on the construction, rental, and land sectors. Based in Sioux Falls, South Dakota, we provide a comprehensive suite of loan products, including Spec Construction Loans, DSCR Loans, Build-Rent Loans, and Fix-Flip Loans, empowering our clients to realize their real estate development goals. We differentiate ourselves through our commitment to fast and reliable funding, offering 100% LTC options, no monthly payments, and same-day draw availability.

With a strong track record of supporting hundreds of repeat borrowers and a dedication to exceptional customer service, Builder Finance Inc. is a trusted partner for those seeking flexible and efficient financing solutions. Our commitment to innovation and responsiveness has solidified our position as a preferred lender in the industry. We pride ourselves on our ability to work with a diverse range of clients, from YES Builders and Investors to corporate entities and brokers, while maintaining a steadfast focus on responsible lending practices.

The Smith Companies, Ltd. is a Boston-based financial planning firm specializing in sophisticated advanced planning solutions for high-net-worth individuals and financial advisors. With over 30 years of experience, we expertly integrate life insurance into comprehensive estate, business, and financial plans. Our team of experienced attorneys, finance professionals, and business specialists provides unbiased guidance, prioritizing client trust and integrity.

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.

ASE Credit Union is a state-chartered credit union dedicated to serving the financial needs of its members in Alabama and beyond. Established in 1954 as Alabama State Employees Credit Union, ASE has grown into a community-focused financial cooperative with nine branches across the state. We offer a comprehensive suite of products and services, including savings, checking, loans, mortgages, and credit cards, all designed to help our members achieve their financial goals.

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.

Security Credit Corp is a leading receivable management company based in Sioux Falls, South Dakota, specializing in providing innovative financial solutions to businesses across the United States. We help companies maintain financial stability and streamline operations through QuickPay, our core service – a comprehensive receivable management platform designed to simplify collections and reduce administrative burdens. Our expertise spans across industries including freight factoring, fuel cards, and general receivables management, offering a robust suite of services for businesses needing efficient and reliable credit reporting and invoice purchasing.

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.

Flexible Consulting LLC is a Houston, Texas-based women-owned finance and accounting consultancy specializing in providing tailored fractional CFO, interim management, and project support to businesses across the energy, public, and small-medium sectors. Founded by Vicky and Ewan Hay, we address critical financial gaps and operational needs, offering a flexible and value-driven approach to financial governance. We cater to organizations seeking enhanced financial clarity, strategic planning, and operational efficiency, while prioritizing work-life balance for our consultants.

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.

YearEnd is a leading tax management and optimization platform specifically designed for the unique needs of tech and startup employees. Based in San Francisco, California, we help companies streamline their equity and tax processes, ensuring compliance and maximizing employee value. We provide a comprehensive solution for managing stock options, RSUs, and other equity awards, alongside expert tax guidance tailored to the complexities of startup compensation.

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.

Valorem Business Brokers is a leading business brokerage firm based in South Florida, specializing in facilitating successful mergers & acquisitions, business valuations, and franchise sales for businesses across Florida, Georgia, and Tennessee. With over 15 years of experience, Valorem provides expert guidance to both buyers and sellers, leveraging a strong network of investors and strategic partnerships to achieve optimal outcomes.

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.

Florida Local Government Investment Trust is a leading provider of investment solutions for public entities in Florida, offering two professionally managed funds – the Short-Term Bond Fund and the Day to Day Fund – since 1991. As the longest-running member-owned and member-governed local government investment pool in the state, we prioritize safety, liquidity, and yield for our clients.

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.

Falcon Wealth Planning, Inc. is a Fee-Only Registered Investment Advisor (RIA) and CERTIFIED FINANCIAL PLANNER™ professionals dedicated to providing transparent and objective financial planning and investment management services to clients across the United States. Based in Ontario, California, we specialize in tax-efficient retirement income strategies, real estate planning, social security optimization, and comprehensive estate planning, all delivered with a commitment to fiduciary duty. Founded in 2015, Falcon Wealth Planning distinguishes itself through its fee-only structure, eliminating conflicts of interest and prioritizing client interests above all else.

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.

Complete Recovery Corp. is a leading asset recovery and customer retention specialist based in Salt Lake City, Utah, dedicated to maximizing lifetime customer value for businesses across the United States. We help companies recover unused equipment, collect missed payments, and, crucially, preserve valuable customer relationships. With over two decades of experience, Complete Recovery leverages a multi-point-of-contact approach – combining strategic phone outreach, email, voicemail, text messaging, and personalized communication – to achieve exceptional recovery rates and significantly boost customer loyalty.

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.

David Allen Capital is a leading business funding agent program based in Atlanta, Georgia, specializing in providing accessible capital solutions to small business owners and gig workers across the United States. We connect entrepreneurs with a network of trusted lenders, offering a range of financing options including business loans, working capital, lines of credit, and asset-based financing – all starting from $2,000 to $5,000,000. Our streamlined, no-obligation application process, requiring only three months of bank statements, ensures a quick and hassle-free experience.

We prioritize ethical lending practices and transparent terms, building lasting relationships with our clients. As an independent agent through Bank Breezy, we empower business owners to achieve their goals with flexible financing options, fostering growth and sustainability. We are dedicated to simplifying the business funding journey and providing exceptional service to every client.

Benaiah Co. is a leading family of service companies specializing in digital asset and blockchain solutions, primarily serving the financial services sector, including wealth management, fintech, cryptocurrency, and hedge funds. Based in Sioux Falls, South Dakota, we provide expert guidance and strategic support to navigate the complexities of the digital asset landscape. Our core services encompass digital asset consulting, wealth management strategies tailored for crypto assets, and fintech solutions designed to streamline operations.

We’ve rapidly grown to support a diverse client base, assisting them with regulatory compliance, investment strategies, and technological integration. Benaiah Co. is committed to delivering bespoke solutions that empower our clients to thrive in this dynamic and evolving market.