Financial Services Companies in United States (US)
Financial services provide, structure, and manage financial products, capital, and advisory services for retail, corporate, and institutional clients. This page lists companies operating in the Financial Services sector based on self-reported profile data. The directory currently holds 5267 companies in this sector. The largest share of listings is based in Orlando. Related sectors on Enterprise League include Accounting, Banking, Auditing, Financial Exports, Asset Management, Financial Exchanges, Angel Investment.
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Financial Services
List of Financial Services companies in United States (US)
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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.
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.
Financial Services
Finance
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.
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.
Financial Services
Finance
JJT Consulting Group is a leading business consulting firm specializing in strategic funding and credit optimization for entrepreneurs, real estate investors, and small business owners across Massachusetts and the United States. We provide comprehensive solutions, including 0% interest business credit cards, merchant cash advances, DSCR loans, and Aged LLC services, empowering clients to build strong, structured businesses and access the capital they need to thrive. Our approach centers on a deep understanding of financial positioning, transparent guidance, and a commitment to delivering measurable results.
Unlike traditional lenders, we prioritize structuring businesses for optimal eligibility and long-term growth, reducing the risk of funding denials and maximizing capital access. With over 7,000 entrepreneurs supported and $80+ in capital facilitated, JJT Consulting Group is dedicated to helping businesses achieve their full potential. We focus on building businesses that trust us, enabling sound growth through strategic funding, credit positioning, and long-term planning.
Unlike traditional lenders, we prioritize structuring businesses for optimal eligibility and long-term growth, reducing the risk of funding denials and maximizing capital access. With over 7,000 entrepreneurs supported and $80+ in capital facilitated, JJT Consulting Group is dedicated to helping businesses achieve their full potential. We focus on building businesses that trust us, enabling sound growth through strategic funding, credit positioning, and long-term planning.
Financial Services
Finance
Demars Financial Group LLC is a trusted Wealth Advisory firm based in Spokane, Washington, dedicated to providing multi-generational financial planning solutions for Americans. We specialize in helping individuals and families navigate life transitions – from pre-retirement to retirement and beyond – with tailored strategies focused on building wealth, minimizing taxes, and achieving financial confidence. As a family-owned firm with over three generations of experience, Demars Financial Group offers a personalized approach, combining comprehensive financial planning with a commitment to building lasting relationships.
Our team of experienced professionals, including Certified Financial Planners®, provides guidance on investments, retirement planning, tax reduction, and legacy planning, ensuring clients are well-prepared for whatever the future holds. We understand the unique challenges and opportunities associated with each stage of life, and we’re here to help you achieve your financial goals with clarity and peace of mind.
Our team of experienced professionals, including Certified Financial Planners®, provides guidance on investments, retirement planning, tax reduction, and legacy planning, ensuring clients are well-prepared for whatever the future holds. We understand the unique challenges and opportunities associated with each stage of life, and we’re here to help you achieve your financial goals with clarity and peace of mind.
Financial Services
Finance
WealthWave is a leading financial education and marketing company dedicated to empowering North Americans with the knowledge and tools to achieve lasting wealth. We address the pervasive global crisis of financial illiteracy by disrupting the financial industry and focusing on the 7 Money Milestones®, a proven roadmap for building financial security. Unlike many institutions that overlook the needs of the majority, WealthWave champions families by first teaching them the fundamentals of money and then guiding them towards financial independence.
With a team of thousands of educators and a rapidly expanding network of Learning Centers across North America, we’re driving a movement to eradicate financial illiteracy and build a more financially secure future for all. Since 2018, we’ve impacted over 500,000 individuals and families, providing financial literacy education and empowering thousands of entrepreneurs to thrive. Our commitment to technology, high-touch support, and a proven system ensures that our clients receive the resources they need to succeed.
With a team of thousands of educators and a rapidly expanding network of Learning Centers across North America, we’re driving a movement to eradicate financial illiteracy and build a more financially secure future for all. Since 2018, we’ve impacted over 500,000 individuals and families, providing financial literacy education and empowering thousands of entrepreneurs to thrive. Our commitment to technology, high-touch support, and a proven system ensures that our clients receive the resources they need to succeed.
Financial Services
Finance
Subsequent QC, LLC is a leading provider of servicing quality control audit solutions for mortgage lenders and servicers, based in Sherman Oaks, California. We specialize in bridging the gap between servicing risk and compliance, offering comprehensive operational audits, subservicer/servicer reviews, and loan-level servicing QC reviews. With over a decade of experience, we partner with lenders and servicers to ensure robust servicing operations, protect asset value, and maintain regulatory compliance. Our team of seasoned professionals leverages deep expertise in loan servicing, risk management, and auditing to deliver independent and objective assessments. We help masterservicers protect their MSR value, provide continuous portfolio surveillance, identify systemic risks, and strengthen internal and external audit preparedness. Subsequent QC is an effective partner for our bank. We rely on their servicing quality control expertise and skill, and they deliver their work to us promptly and accurately. We are the partner of choice for servicing quality control and subservicer/servicer oversight solutions for the mortgage industry.
Financial Services
Finance
QuantiFi Services is a Salt Lake City-based financial services firm specializing in tax consulting, capital loans, consumer financing, bookkeeping, merchant processing, and specialty tax credits. We partner with businesses of all sizes to provide tailored financial solutions, from streamlining operations and optimizing financial management to supporting growth and expansion. Our expertise in financial services helps clients navigate complex regulations and achieve their strategic goals.
We focus on delivering transparent, effective, and empathetic financial support, particularly for businesses seeking capital loans, consumer financing, and specialized tax credits. Founded in 2023, QuantiFi Services is rapidly establishing itself as a trusted partner for businesses in Utah and beyond, offering a comprehensive suite of financial services designed to drive success.
We focus on delivering transparent, effective, and empathetic financial support, particularly for businesses seeking capital loans, consumer financing, and specialized tax credits. Founded in 2023, QuantiFi Services is rapidly establishing itself as a trusted partner for businesses in Utah and beyond, offering a comprehensive suite of financial services designed to drive success.
Financial Services
Finance
Ten Capital Wealth Advisors is a Seattle and Spokane-based investment management firm dedicated to simplifying complex financial planning and building momentum towards your life goals. We partner with business owners, entrepreneurs, corporate executives, and rising professionals to create personalized wealth strategies rooted in purpose and driven by a commitment to ongoing education and relationship-building.
Leveraging the expertise of Hightower and a dedicated team, we offer comprehensive financial services including retirement planning, business succession planning, and estate planning, all designed to provide clarity and confidence in navigating today’s financial landscape. At Ten Capital, we understand that wealth is more than just dollars; it’s about the values that drive them, and we’re here to help you craft a legacy that reflects your unique story.
Leveraging the expertise of Hightower and a dedicated team, we offer comprehensive financial services including retirement planning, business succession planning, and estate planning, all designed to provide clarity and confidence in navigating today’s financial landscape. At Ten Capital, we understand that wealth is more than just dollars; it’s about the values that drive them, and we’re here to help you craft a legacy that reflects your unique story.
Financial Services
Finance
i-payout is a global mass payout solutions provider headquartered in Fort Lauderdale, Florida, specializing in seamless international payments for businesses and gig platforms. For over 18 years, we’ve empowered organizations to efficiently pay contractors, sellers, and affiliates across 180+ countries, leveraging a robust network of 20+ payment rails and supporting 10 funding currencies.
Our innovative platform offers customizable white-label solutions, a developer-friendly API, and comprehensive tax management services, including 1099 and 1042-S issuance, streamlining global financial operations. i-payout’s commitment to reliable, cost-effective payouts and global coverage makes us a trusted partner for businesses expanding internationally.
Our innovative platform offers customizable white-label solutions, a developer-friendly API, and comprehensive tax management services, including 1099 and 1042-S issuance, streamlining global financial operations. i-payout’s commitment to reliable, cost-effective payouts and global coverage makes us a trusted partner for businesses expanding internationally.
Financial Services
Finance
Skene Financial is a values-driven insurance agency based in Asheville, North Carolina, dedicated to supporting the Solidarity Economy – a movement focused on democratic and equitable ownership. We specialize in providing personalized protection and acceleration strategies for mission-aligned organizations and individuals, including worker-owned co-ops, non-profits, social enterprises, credit unions, and local investors.
Leveraging our proprietary Debt Free Life software, we help clients eliminate debt faster, reduce interest payments, and build long-term financial security while aligning with their core values. We’re committed to offering enduring acceleration strategies and downside capture solutions, ensuring our clients’ financial futures are both secure and purpose-driven.
Leveraging our proprietary Debt Free Life software, we help clients eliminate debt faster, reduce interest payments, and build long-term financial security while aligning with their core values. We’re committed to offering enduring acceleration strategies and downside capture solutions, ensuring our clients’ financial futures are both secure and purpose-driven.
Financial Services
Finance
Open Trail Financial Consultants is a dedicated team of financial advisors providing clarity and confidence to your financial decisions, serving individuals and families across California and beyond. We specialize in comprehensive financial planning, investments, retirement planning, and legacy planning, helping clients build secure futures. Our approach centers on understanding your unique goals and values, offering personalized strategies tailored to your specific circumstances.
With a commitment to acting in your best interest and fostering long-term relationships, Open Trail Financial Consultants empowers you to navigate your financial journey with peace of mind. We offer specialized planning, including SRI, ESG, and risk profile assessments, ensuring your investments align with your values and objectives.
With a commitment to acting in your best interest and fostering long-term relationships, Open Trail Financial Consultants empowers you to navigate your financial journey with peace of mind. We offer specialized planning, including SRI, ESG, and risk profile assessments, ensuring your investments align with your values and objectives.
Financial Services
Finance
Enna & Associates is a trusted financial planning firm based in Overland Park, Kansas, specializing in comprehensive wealth management solutions for families and business owners. We help clients clarify their unique financial goals, then collaborate with their existing advisors to develop and implement strategies that address income, retirement, estate, and business succession needs. As a firm committed to long-term relationships, we prioritize delivering exceptional service and exceeding expectations.
Our expertise spans estate planning, investments, family protection, legacy planning, executive benefits, philanthropy, and business exit planning, ensuring a holistic approach to financial well-being. We are a member of the Million Dollar Round Table (MDRT), recognizing our commitment to high standards of financial professionalism.
Our expertise spans estate planning, investments, family protection, legacy planning, executive benefits, philanthropy, and business exit planning, ensuring a holistic approach to financial well-being. We are a member of the Million Dollar Round Table (MDRT), recognizing our commitment to high standards of financial professionalism.
Financial Services
Finance
LumoXchange is a global money transfer marketplace headquartered in Little Rock, Arkansas, revolutionizing cross-border payments. We empower individuals and businesses to securely and efficiently send and receive money worldwide, leveraging innovative Local Exchange Networks (LENs) to provide access to real exchange rates at the local level.
By connecting users with local financial institutions, LumoXchange offers a transparent and competitive alternative to traditional money transfer services, simplifying international payments and fostering seamless global commerce. Our platform facilitates easy comparison shopping for the best exchange rates, enabling users to send money online with confidence and convenience.
By connecting users with local financial institutions, LumoXchange offers a transparent and competitive alternative to traditional money transfer services, simplifying international payments and fostering seamless global commerce. Our platform facilitates easy comparison shopping for the best exchange rates, enabling users to send money online with confidence and convenience.
Financial Services
Finance
The EDSA Group is a leading provider of comprehensive financial education solutions, headquartered in Baton Rouge, Louisiana. We empower financial professionals and institutions with a turnkey package designed to meet the diverse needs of their clients – from corporate investors to individual consumers. For over three decades, EDSA has been dedicated to fostering financial literacy, offering tailored curricula and robust instructor resources. Our programs extend to college students through Good Money Habits for Students, and we deliver impactful financial education directly to employees in the workplace. We specialize in developing and delivering financial education curricula for advisors, workplace financial education programs, and resources for college students, helping individuals and organizations build a stronger financial future. With a team of dedicated experts and a proven track record, The EDSA Group is committed to making a tangible difference in the financial well-being of communities across the United States.
Financial Services
Finance
Faremit is a leading remittance and payment solutions provider based in Lewes, Delaware, specializing in simplifying international money transfers for businesses and individuals. We connect users with a secure and efficient platform to send and receive USD, EUR, and other currencies globally. Leveraging mobile money and payment aggregation technologies, Faremit offers competitive pricing, transparent fees, and a user-friendly experience, supporting seamless cross-border payments. With a growing presence in London and Stockholm, Faremit is committed to bridging financial gaps and building trust through reliable and accessible money transfer services.
Financial Services
Finance
HODL Markets is a Miami-based technology company revolutionizing access to sophisticated investment strategies for a global audience. We provide a secure and efficient infrastructure that connects hedge fund managers with wealth apps, advisor platforms, and individual investors, enabling the seamless tokenization and distribution of institutional-grade investment strategies. Leveraging TradFi expertise combined with blockchain technology, HODL Markets empowers users to build long-term wealth through data-driven, transparent, and composable tools, eliminating the complexities and limitations of traditional investment vehicles. Our platform offers a growing catalogue of tokenized strategies, including spot-only, rules-based, and multi-manager approaches, all without leverage or market timing. We are committed to fostering a responsible DeFi ecosystem where all participants can benefit from reliable and composable tools, regardless of their investment experience.
Financial Services
Finance
First Florida Credit Union is a not-for-profit financial institution dedicated to serving the members of Florida, providing a comprehensive suite of banking and lending solutions. Headquartered in Jacksonville, we operate 18 branches across the state, supporting over 62,000 members with personalized service and competitive rates. Established in 1950, First Florida Credit Union’s mission is to empower our members’ financial aspirations through affordable products and exceptional service. We prioritize member satisfaction, fostering a loyal membership base and continually adapting to meet evolving financial needs. Our commitment to community engagement, as demonstrated through initiatives like the Youth Center and ‘It’s a Money Thing®’ financial education program, underscores our dedication to enriching the lives of our members and the communities we serve. With a strong focus on financial wellness and a robust network of shared branches and CO-OP partners, First Florida Credit Union is a trusted partner for all your financial needs.
Banking
Financial Services
Enhanced Digital Group (EDG) is a leading wholesaler of structured derivatives for digital assets, based in Park City, Utah. We bridge the gap between traditional finance and the decentralized world of DeFi, providing bespoke financial derivative solutions to institutions. Founded by experienced derivative traders, EDG leverages decades of TradFi expertise to build customized products for managing exposure to digital assets, catering to miners, validators, corporate treasuries, and institutional investors. Our approach centers on customization, efficiency, and strategic partnerships, supported by a team of experts in trading, technology, legal, risk, and finance. EDG operates onshore in the US and UK, with EDG UK Limited authorized and regulated by the Financial Conduct Authority (FRN 994619). We are currently focused on early-stage exotics, path-dependent products, and correlation strategies, offering cutting-edge solutions to the evolving digital asset market.
Financial Services
Finance
TradeX is a Birmingham, Alabama-based community of over 250 local business owners dedicated to fostering a thriving local economy through barter and trade. Established in 2011, TradeX provides a unique platform for businesses to acquire new customers, improve cash flow, and gain a competitive advantage by exchanging goods and services with their neighbors. With over 50,000 transactions totaling over $10,000,000, TradeX facilitates a diverse range of trades, from printing and legal services to automotive repair and salon treatments, creating a powerful network of mutual support and growth within the Birmingham and Tuscaloosa business landscape. We empower local businesses to thrive by connecting them with a ready market of potential clients seeking alternative ways to fulfill their needs.
Financial Services
Finance
Next Fintech Holdings, Inc. is a leading FinTech innovator specializing in secure online banking solutions, digital asset services, and insurance technology, headquartered in Sunrise, Florida. As a division of NextPlay Technologies (NASDAQ: NXTP), we empower businesses and individuals with cutting-edge financial tools. Our NextBank International platform provides centralized banking services and value-added services to a global market, supported by a regulated US bank charter. NextShield offers specialized insurance solutions, backed by a Labuan FSA license. We combine state-of-the-art technology with personalized service to build a world-class financial institution, leveraging Puerto Rico’s strategic advantages for international transactions.
Financial Services
Finance
GillmanBagley is a leading provider of invoice financing and asset-based lending solutions, strategically located in Chattanooga, Tennessee, and serving businesses nationwide. We specialize in supporting small to mid-sized companies, particularly those in the B2B and B2G sectors, by providing flexible working capital through programs up to $10,000,000. Our approach centers on understanding each client’s unique needs, offering tailored solutions such as asset-based lines of credit, contract funding, and unbilled revenue lines of credit. As business owners ourselves, we prioritize strong partnerships, delivering exceptional customer service and a commitment to achieving our clients’ goals. With 75 years of experience, 2,500+ companies financed, and $1 billion in invoices purchased, GillmanBagley sets the world standard for integrity and service in the accounts receivable financing industry.
Financial Services
Finance
Jade Fields is a pioneering capital management and investment group based in Ontario, California, focused on disrupting traditional economic systems. We develop and implement innovative solutions, platforms, and systems designed to benefit consumers and businesses directly, challenging established market leaders. Leveraging cutting-edge technologies like Web 5.0 and blockchain, Jade Fields creates unique economic systems. Our approach combines strategic brand integration, live event experiences, and a deep understanding of consumer engagement to cultivate lasting loyalty. Founded in 2022, Jade Fields is rapidly expanding its operations across the United States, with offices in Los Angeles and Adelanto, demonstrating a commitment to regional development and fostering a thriving economic ecosystem. We are dedicated to creating transformative ventures across sectors including financial services, real estate, consumer technology, and entertainment.
Financial Services
Finance
Upstream Life ™ is a leading US-based financial services provider with a rich history dating back to 1912, now reimagined in 2016. We specialize in delivering secure and reliable financial solutions to individuals nearing retirement, offering annuities, securities, and wealth management services. Built on a legacy of trust and innovation, Upstream Life helps clients plan for a comfortable and financially secure future. Our commitment to personalized service and long-term stability makes us a trusted partner in navigating the complexities of retirement planning and investment management. We provide a range of products designed to meet individual needs, including MYGA, SPDA, and FPDA annuities, alongside carefully selected securities offerings for accredited investors. With a nationwide presence and a dedication to client success, Upstream Life continues to evolve and adapt to the changing needs of our clients.
Financial Services
Finance
Ancorato is a leading innovator of structured investment strategies for wealth managers, based in Boise, Idaho. We simplify the complexities of structured notes, providing a single platform for advisors to access institutional-level solutions. Our active management team handles due diligence, product sourcing, and ongoing market monitoring, allowing advisors to focus on client relationships. We offer a robust suite of features including risk management guardrails, diversification across multiple issuers, and comprehensive reporting – all designed to maximize returns and protect client portfolios. With over $250 million in assets under management and a team of experienced investment professionals, Ancorato delivers reliable investment solutions and exceptional service to our strategic partners.
Financial Services
Finance
Unified Mortgage, LLC. is a leading online mortgage broker dedicated to simplifying the home purchase and refinance process for residents of Florida. We specialize in providing competitive rates and a seamless, fully digital experience for borrowers seeking conventional, adjustable, jumbo, FHA, VA, and 15-year and 30-year fixed mortgages. Founded in 2016 and based in Port St. Lucie, Florida, we’re committed to delivering exceptional customer service and expert guidance throughout every step of the loan journey. Our team leverages technology to offer transparent pricing, quick approvals, and a hassle-free application process, ensuring a positive experience for our clients. We pride ourselves on our dedication to building strong relationships and helping individuals achieve their homeownership dreams. With a focus on competitive rates, flexible loan options, and a commitment to client satisfaction, Unified Mortgage, LLC. is the trusted choice for Florida homebuyers and borrowers.
Financial Services
Finance
LSi Credit Solutions is a leading credit restoration firm based in Kirkland, Washington, specializing in helping individuals rebuild and improve their credit scores. We provide comprehensive debt settlement and negotiation services, working directly with creditors to achieve favorable outcomes for our clients. Unlike traditional credit repair agencies, LSi Credit Solutions operates on a fee-free basis, ensuring transparency and trust. Our long-term approach focuses on empowering clients to achieve a debt-free lifestyle through personalized strategies and dedicated support. With over 16 years of experience, we’ve successfully assisted countless individuals in overcoming credit challenges and securing a brighter financial future. We are committed to delivering exceptional client satisfaction and industry-leading results.
Financial Services
Finance
Swad Wealth Management is a retirement planning firm based in Santa Rosa, California, dedicated to helping individuals age 50+ live their dream retirement sooner. We go beyond traditional financial advice, guiding clients through a personalized process to uncover their true vision of an ideal life and then crafting a financial plan that aligns with those aspirations. Unlike many advisors, we focus on understanding your passions and goals, not just ticking boxes on a retirement checklist. We serve individuals who feel burnt out, anxious about transitioning into retirement, or simply desire greater financial confidence and autonomy. Our differentiator lies in our commitment to plain English communication, fiduciary responsibility, and a deep understanding of individual needs. Founded by Zack Swad after a decade at a Fortune 500 firm, Swad Wealth Management provides ongoing support, investment analysis, and tax-minimization strategies, all within a transparent and client-focused framework. We offer a comprehensive approach to retirement planning, encompassing 16 key areas and providing peace of mind knowing all your financial needs are well taken care of.
Financial Services
Finance
Assurance Financial Solutions is a Birmingham, Alabama-based independent life insurance agency dedicated to protecting families and businesses since 2012. We specialize in providing tailored life and disability insurance solutions, leveraging our access to over 30 highly-rated insurance carriers to deliver competitive premiums and comprehensive coverage. As a local agent, we prioritize individualized service, guiding clients through the complexities of insurance selection and ensuring they find the optimal protection for their unique needs – whether it’s safeguarding a growing family or securing a business’s future. Our commitment extends beyond simply selling policies; we strive to be a trusted partner, offering clarity and peace of mind throughout the entire process. We consistently outperform traditional property and casualty agents by 25-50%, offering superior value to our clients.
Financial Services
Finance
Farmers Bank of Kansas City is a 115-year-old, family-owned bank providing comprehensive financial services to a diverse range of customers throughout central Kansas and Overland Park. As a community bank, we specialize in consumer, retail, manufacturing, agricultural, energy, real estate, and commercial lending, alongside robust deposit accounts and mortgage solutions. Our team of experienced, tenured employees is dedicated to delivering exceptional customer service and building lasting relationships. We are committed to supporting the economic growth of our local communities and offering tailored financial solutions to meet individual needs. Farmers Bank of Kansas City operates as a branch of Farmers Bank & Trust, upholding a tradition of stability and community focus. We are an Equal Housing Lender and Member FDIC, NMLS#613839.
Banking
Financial Services
Freedom Funding Group is a leading provider of business funding solutions, specializing in cash advances, tax solutions, and equipment financing for businesses located in Florida and beyond. We empower entrepreneurs and established companies with the working capital they need to thrive, offering rapid approvals and competitive rates. With a focus on providing flexible financing options – including SBA loans and startup loans – we support businesses of all sizes through critical financial challenges. Founded in 2017 and based in Fort Lauderdale, Florida, Freedom Funding Group has quickly become known for its commitment to fast, reliable funding, helping clients secure the resources necessary for growth and operational success. We are dedicated to simplifying the funding process and delivering exceptional service to our clients.
Financial Services
Finance
Legacy Community Federal Credit Union is a Birmingham, Alabama-based financial institution dedicated to providing innovative financial solutions and exceptional member service. Established in 1955 as University Credit Union, we’ve grown to serve the greater Birmingham Metropolitan Area, fostering a strong community focus alongside our core services of loans, savings, checking, and credit cards. As the Official Credit Union of UAB, we’re deeply rooted in the region’s history and committed to supporting its continued growth. We prioritize member ownership and offer competitive rates, convenient digital banking, and personalized financial guidance. With a team of dedicated professionals and a legacy of over 70 years, Legacy Community Federal Credit Union is more than just a financial institution – it’s a trusted partner in helping our members achieve their financial goals and build a secure future. We are committed to providing a positive experience for every member, every time.
Financial Services
Finance
Prosperity Partners Wealth Management is a Knoxville, Tennessee-based independent wealth management firm dedicated to helping families achieve their financial goals and build lasting legacies. We specialize in providing comprehensive financial planning, retirement planning, and estate planning services, prioritizing personalized relationships and a client-centric approach. Founded in 2016, our team of experienced advisors – including Certified Financial Planner® (CFP®) and Chartered Financial Consultant® (ChFC®) professionals – leverages decades of combined wisdom and innovative technology to address complex financial challenges. We’re committed to guiding our clients through every stage of life, from initial planning to ongoing support, ensuring they can confidently pursue their dreams and enjoy a secure future. At Prosperity Partners Wealth Management, we believe in living, loving, and leaving a legacy – and we’re here to help you do just that.
Financial Services
Finance
Twickenham Advisors is a privately held financial advisory firm based in Huntsville, Alabama, dedicated to providing comprehensive wealth management solutions to individuals, families, and businesses. With four generations of experience, we’re a trusted partner for those seeking to build lasting wealth and achieve their financial goals. As a firm deeply rooted in the Huntsville community, we combine Southern tradition with a forward-thinking approach, offering personalized financial planning, estate and legacy planning, and philanthropic guidance. We prioritize transparency, integrity, and a client-focused approach, ensuring our clients have the confidence to pursue their passions. Our team of experienced advisors leverages a sophisticated platform to deliver exceptional service, and we are committed to fostering growth and stability for our clients and the firm. We’ve helped generations of Huntsville families and are expanding our service model to meet the needs of the new generation of professionals discovering what a vibrant city Huntsville can be.
Financial Services
Finance
First Century Bank, a long-standing community bank established in 1894 and headquartered in Tazewell, Tennessee, provides a comprehensive suite of financial services to residents and businesses throughout East Tennessee. With over a century of tradition, we remain a locally owned and operated institution, deeply committed to serving our communities. We specialize in deposits, loans, online banking, commercial lending, and mobile banking solutions, offering convenient access to banking services. First Century Bank distinguishes itself through its strong customer focus, as evidenced by its 5-Star BauerFinancial rating and numerous local awards, and its dedication to providing personalized service. We’re more than just a bank; we’re a trusted partner for individuals and businesses seeking reliable financial solutions and a commitment to local values. Our network of offices across East Tennessee – including Tazewell, New Tazewell, Harrogate, Maynardville, Sneedville, Maryville, Knoxville, and Powell – ensures we’re readily available to meet the diverse needs of our clients.
Banking
Financial Services
Oracle Funding Corp is a leading mortgage lender based in Bend, Oregon, specializing in providing tailored financing solutions to borrowers across the United States. We focus on delivering exceptional service and competitive rates, guiding clients through the complexities of home loans, refinancing, and equity access. Unlike traditional lenders, we prioritize a personalized approach, utilizing ‘common sense’ and a wide network of investors – over 100 – to secure the best possible terms for each individual. Our commitment extends to serving diverse borrower needs, including those seeking full documentation, no-documentation loans, non-owner occupied properties, and multi-family homes. With a strong local presence and a dedication to fast processing and responsive service, Oracle Funding Corp is a trusted partner for navigating the mortgage landscape. We proudly serve clients in Oregon and California, offering a seamless and supportive experience from application to closing.
Financial Services
Finance
Toyon Associates, Inc. is a leading healthcare government reimbursement consulting firm based in Concord, California, specializing in helping healthcare organizations maximize revenue and ensure compliance with complex Medicare and Medicaid regulations. For over 40 years, we’ve provided expert analysis, innovative cloud-based solutions, and collaborative support to hospitals, health systems, and other healthcare providers across the United States. Leveraging our nationally recognized expertise and the Absolute Cloud Software platform, we streamline cost report preparation, manage revenue entitlement, and optimize financial performance. We combine decades of experience with a commitment to delivering measurable returns on investment, empowering our clients to focus on patient care and community service. Our comprehensive services encompass cost report preparation, OSHPD reporting, Medicare DSH and Uncompensated Care analysis, and reimbursement department outsourcing, all underpinned by a dedication to accuracy, compliance, and client success.
Financial Services
Finance
StreamSong Advisors is a Grand Rapids, Michigan-based Registered Investment Advisor (RIA) dedicated to providing proactive, customized portfolio management and personalized financial solutions to individuals and families. We build lasting relationships, taking a client-centric approach to investment management and financial planning. With no commissions, revenue sharing, or kickbacks, our boutique services ensure complete objectivity, aligning our interests with yours. We specialize in estate planning, tax planning, and life insurance, offering a holistic, process-driven approach that navigates your individual challenges and aspirations, guiding you towards a stream of prosperity. Our team of experienced professionals, including CFAs and Certified Financial Planners, leverages proprietary research tools and exclusive investment opportunities to construct distinct portfolios tailored to your unique needs.
Financial Services
Finance
Journey Credit Union is a trusted financial institution based in Des Moines, Iowa, dedicated to serving the financial needs of its members and the surrounding community. For over 70 years, we’ve been committed to providing personalized service and a wide range of banking solutions, including mortgages, loans, checking and savings accounts, and investment services. As a member-owned credit union, we prioritize building strong relationships and fostering financial wellness for our members. We offer convenient online and mobile banking, expert financial advisors, and a commitment to local decision-making. Journey Credit Union is more than just a bank; we’re a partner in your financial journey, helping you achieve your goals and build a secure future. We pride ourselves on our Iowa nice approach, providing exceptional service and support to our valued members.
Banking
Financial Services
Community Capital Management, LLC is a leading fixed income investment advisor based in Fort Lauderdale, Florida, specializing in impact investing since 1999. We deliver competitive risk-adjusted returns through investment strategies that demonstrably contribute to positive societal outcomes, particularly in community development and affordable housing. As a firm managing approximately $7.1 billion in impact investments, we leverage a rigorous approach to financial analysis, risk management, and transparent research, combined with hands-on client service. Our expertise spans a diverse range of impact themes, including CRA-qualified investments, and we offer customized bond portfolio solutions to institutional clients across the United States. We are dedicated to aligning financial performance with meaningful social impact, supporting initiatives that address social determinants of health and promote equitable access to resources. Community Capital Management’s commitment to impact investing is rooted in a belief that a fully integrated portfolio can deliver both strong financial returns and lasting positive change.
Financial Services
Finance
Alabama Ag Credit is a member-owned, locally controlled cooperative providing vital financial solutions to the agricultural community of Alabama. Headquartered in Montgomery, we specialize in short- and long-term loans for farmers, agribusinesses, timber operations, recreational land, and rural property owners throughout the lower 40 counties. As part of the Farm Credit System, established in 1916, we’ve been a trusted partner supporting Alabama’s rural economy for over a century. We offer a comprehensive suite of financing options, including land loans, agricultural loans, home loans, and equipment financing, all designed to help our members grow their operations and secure their futures. Our commitment extends beyond lending; we provide valuable resources and support through our Young, Beginning & Small Farmers program, member perks, and a dedicated team of local experts. Alabama Ag Credit is more than just a lender – we’re a partner in Alabama’s agricultural heritage.
Financial Services
Finance
Heritage Auto Finance provides indirect automotive loans through a growing network of dealerships across Alabama and the United States. We specialize in connecting customers, often underserved by traditional lenders, with quality vehicles and helping dealers increase sales. Our unique approach focuses on assisting individuals in rebuilding their credit while facilitating the purchase of reliable automobiles. Heritage Auto Finance is dedicated to fostering mutually beneficial relationships with our dealer partners, enabling them to expand their inventory and serve a wider range of customers. We are committed to responsible lending practices and sustainable growth, supporting both our dealer network and the financial well-being of our customers.
Financial Services
Finance
Capital Engine™ is a leading global financial firm and investment bank, specializing in private market solutions and headquartered in New York City. We provide innovative capital raising solutions for businesses and investors through our robust retail-focused investment platforms, enterprise advisory arm, and fully compliant broker-dealer services facilitated by our acquisition of Mallory Capital Group. Capital Engine leverages technology and data to streamline capital formation and investment processes, offering a comprehensive suite of services including fundraising, capital markets expertise, and private placements. Our commitment to technological innovation, particularly in areas like SaaS, blockchain, and MaaS, positions us at the forefront of the evolving capital markets landscape. We serve a diverse range of clients, from established corporations to emerging ventures, empowering them to achieve their growth objectives. Capital Engine’s strategic partnerships and extensive network of investors further enhance our ability to deliver exceptional results.
Financial Services
Finance
Vision Capital Partners, LLC is a leading private credit investment firm based in Salt Lake City, Utah, specializing in senior secured first lien debt, mezzanine financing, and other tailored financing solutions for private and public companies. We provide comprehensive advisory services including debt and equity restructuring, bankruptcy and workout strategies, and asset management, supporting businesses through complex financial challenges. With a strong track record in turnaround and DIP financing, alongside real estate and commercial loan expertise, Vision Capital Partners empowers clients to navigate challenging economic landscapes and achieve strategic growth. Founded in 2004, we’ve built a reputation for delivering flexible and creative financing options to businesses across a range of industries.
Financial Services
Finance
First Western Advisors is a leading wealth management firm based in Salt Lake City, Utah, dedicated to providing comprehensive financial planning and investment management services to business owners, corporate executives, and individuals across the United States. With over 40 years of experience, First Western Advisors, affiliated with Raymond James, combines deep financial expertise with a personalized approach to help clients build wealth, plan for retirement, and achieve their long-term goals. The firm distinguishes itself through its commitment to disciplined action, strategic thinking, and strong client relationships. Leveraging the resources of Raymond James, First Western Advisors offers a full suite of services including portfolio management, retirement planning, estate planning, and education planning. The firm’s team of experienced advisors focuses on delivering tailored solutions and fostering trust with clients, ensuring they have the guidance and support needed to navigate the complexities of their financial lives. First Western Advisors’ commitment to intergenerational wealth transfer and behavioral finance further solidifies its position as a trusted partner in securing a prosperous future for its clients and their families. Operating with a dual presence in Holladay and Ogden, Utah, First Western Advisors continues to serve a diverse clientele with a focus on delivering exceptional service and achieving lasting financial success.
Financial Services
Finance
Prineta USA is a nationwide Independent ATM Deployer (IAD) specializing in full-service ATM placements, sales with processing, and customized ATM solutions for businesses of all sizes. Headquartered in Kansas City, Missouri, we provide ATM services to businesses across the United States and Canada. We offer a range of solutions, including fully-managed ATMs with no upfront costs, merchant-loaded partnerships, and ATM purchase options with processing. Prineta USA is committed to making ATM deployment and management easy for our clients, fostering long-term relationships built on trust and service. We are an authorized GenMega and Hyosung master dealer/distributor, providing wholesale pricing for our processing customers. Our extensive network of local cash loaders ensures reliable and efficient cash replenishment, and we offer wireless ATM technology for independent operation. Prineta LLC (d/b/a Prineta USA & Prineta International) is a nationwide ATM services company focused on providing full-service ATM placements and a variety of other ATM services for businesses nationwide in the United States and Canada. Prineta USA Corporate Headquarters Our main office is located in Kansas City at: 7300 W 110th Street, Overland Park, KS 66210
Financial Services
Finance
TOMSCO, LLC is a New York-based financial services company dedicated to empowering individuals to achieve lasting financial freedom. We provide a comprehensive suite of services, including real estate investment management, bookkeeping, tax preparation, and insurance solutions, alongside strategic financial analysis. Our core focus is on reducing debt, building robust investment portfolios, and fostering sustainable income growth. Serving clients across the New York metropolitan area, TOMSCO, LLC combines expert real estate guidance with meticulous financial management, helping people realize their property goals while optimizing their overall financial well-being. With a strong foundation established in 2010, we’ve grown to a team of two professionals, committed to delivering personalized support and strategic financial planning.
Financial Services
Finance
First Western Bank & Trust is a community-focused bank and financial services provider serving North Dakota, South Dakota, and Minnesota since 1964. We specialize in delivering personalized banking solutions for individuals, businesses, and agricultural clients, encompassing personal banking, business banking, ag lending, mortgage loans, and trust services. Rooted in a strong commitment to local communities, First Western combines traditional banking expertise with modern technology to provide a seamless and reliable financial experience. With a network of 19 locations and a dedication to supporting local initiatives, First Western Bank & Trust is more than just a bank – it’s a trusted partner invested in your financial success and the well-being of the communities we serve.
Banking
Financial Services
Prentice Wealth Management, LLC is a leading independent fiduciary advisor dedicated to building lifetime financial partnerships for families across New York and beyond. Established in 2008, we provide comprehensive financial planning, investment management, and tax optimization services, alongside specialized expertise in estate planning, eldercare, and business owner strategies. Our team of experienced professionals, boasting over 120 years of combined industry knowledge, prioritizes client relationships and delivers tailored solutions designed to help families achieve their long-term goals with confidence. We differentiate ourselves through our commitment to independence, personalized service, and a collaborative approach, ensuring clients receive unbiased advice and a dedicated partner throughout their financial journey. We’re more than just an investment firm; we’re a trusted resource for navigating life’s significant transitions and preserving wealth for generations to come. We specialize in helping growing families, pre-retirees, individuals in life transitions, entrepreneurs, non-profits, and those planning for eldercare or special needs.
Financial Services
Finance
Clear Path Mortgage is a rapidly expanding direct lender based in Port Saint Lucie, Florida, specializing in providing efficient and accessible mortgage solutions for a diverse range of borrowers. We cater primarily to non-QM loans, jumbo loans, investment property financing, and refinance options, with a particular focus on assisting foreign national investors and those with unique financial situations. Established in 2021, Clear Path Mortgage distinguishes itself through its commitment to lightning-fast turnaround times, competitive pricing, and exceptional customer support, ensuring a smooth and streamlined loan process – even for complex scenarios. With a dedicated team of experienced loan officers, underwriters, and processors, we’re dedicated to simplifying the mortgage journey and empowering our clients to achieve their real estate goals. We’ve quickly gained a reputation for responsiveness and flexibility, making us a trusted partner for borrowers seeking a hassle-free mortgage experience.
Financial Services
Finance
EG Metrics is a Decision Intelligence as a Service company, dedicated to empowering asset managers and plan sponsors with the insights they need to make smarter business decisions. Based in Tacoma, Washington, we transform soft signals into data-driven intelligence, predicting organizational risk and resilience – ultimately safeguarding client capital. Unlike traditional investment analytics firms, EG Metrics focuses on evaluating the organizational factors – culture, controls, and business models – that truly drive investment outcomes. Leveraging AI and 48 proprietary models, we deliver a statistically significant 8–12 month forecast into a fund manager’s ability to deliver, providing a critical edge in a world where performance reports often obscure the underlying strengths and weaknesses of the firms managing investments. Our mission is to revolutionize Decision Intelligence by combining machine learning, behavioral science, and industry expertise to predict hidden organizational risks, prevent failures, and make faster, more defensible decisions. At EG Metrics, we believe that ‘Alpha comes from organizational edge, not just strategy,’ and we’re committed to helping our clients earn trust and reduce risk through smarter decision-making.
Financial Services
Finance
Company Name | Location | Category | Employees | Website |
|---|---|---|---|---|
Atlanta, United States (US) | Finance and Banking Finance and Banking | 2-10 | https://davidallencapital.com/102166080 | |
Sioux Falls, United States (US) | Finance and Banking Finance and Banking | 2-10 | https://www.benaiahco.com | |
Worcester, United States (US) | Finance and Banking Finance and Banking | 2-10 | https://jjtconsultinggroup.com/ | |
Spokane Valley, United States (US) | Finance and Banking Finance and Banking | 2-10 | http://www.DemarsFinancial.com | |
Dallas, United States (US) | Finance and Banking Finance and Banking | 2-10 | https://wealthwave.com/joymcmurchy | |
Sherman Oaks, United States (US) | Finance and Banking Finance and Banking | 10-20 | https://subsequentqc.com | |
Salt Lake City, United States (US) | Finance and Banking Finance and Banking | 2-10 | http://quantifiservices.com | |
Spokane, United States (US) | Finance and Banking Finance and Banking | 10-20 | http://www.tencapital.com | |
Fort Lauderdale, United States (US) | Finance and Banking Finance and Banking | 50-100 | http://www.i-payout.com | |
Asheville, United States (US) | Finance and Banking Finance and Banking | 2-10 | http://www.skenefinancial.com | |
Santa Rosa, United States (US) | Finance and Banking Finance and Banking | 2-10 | http://www.opentrailfc.com | |
Overland Park, United States (US) | Finance and Banking Finance and Banking | 2-10 | https://www.ennaaa.com | |
Little Rock, United States (US) | Finance and Banking Finance and Banking | 2-10 | http://www.lumoxchange.com | |
Baton Rouge, United States (US) | Finance and Banking Finance and Banking | 10-20 | http://www.theedsagroup.com | |
Lewes, United States (US) | Finance and Banking Finance and Banking | 2-10 | https://faremit.com | |
Miami, United States (US) | Finance and Banking Finance and Banking | 2-10 | https://hodlmarkets.com | |
Jacksonville, United States (US) | Finance and Banking Finance and Banking | 200-500 | http://www.firstflorida.org | |
Park City, United States (US) | Finance and Banking Finance and Banking | 2-10 | https://www.enhanceddigital.group/ | |
Birmingham, United States (US) | Finance and Banking Finance and Banking | 2-10 | http://www.moxeybham.com | |
Sunrise,, United States (US) | Finance and Banking Finance and Banking | 10-20 | https://www.nextfintech.win/ | |
Chattanooga, United States (US) | Finance and Banking Finance and Banking | 2-10 | http://www.gillmanbagley.com | |
Ontario, United States (US) | Finance and Banking Finance and Banking | 2-10 | https://jadefields.com | |
Oxford, United States (US) | Finance and Banking Finance and Banking | 50-100 | http://www.upstreamlife.us | |
Boise, United States (US) | Finance and Banking Finance and Banking | 10-20 | http://www.ancoratocapital.com | |
Port St Lucie, United States (US) | Finance and Banking Finance and Banking | 10-20 | http://www.unifiedmtg.com | |
Kirkland, United States (US) | Finance and Banking Finance and Banking | 10-20 | https://www.lsicreditsolutions.com/ | |
Santa Rosa, United States (US) | Finance and Banking Finance and Banking | 2-10 | http://www.swadwealth.com | |
Birmingham, United States (US) | Finance and Banking Finance and Banking | 2-10 | https://www.afslife.com/ | |
Overland Park, United States (US) | Finance and Banking Finance and Banking | 50-100 | https://www.farmersbankkc.com/ | |
Fort Lauderdale, United States (US) | Finance and Banking Finance and Banking | 10-20 | https://freedomfundinggroup.org/ | |
Birmingham, United States (US) | Finance and Banking Finance and Banking | 50-100 | https://www.legacycreditunion.com | |
Knoxville, United States (US) | Finance and Banking Finance and Banking | 2-10 | http://www.ppwmtn.com | |
Huntsville, United States (US) | Finance and Banking Finance and Banking | 20-30 | https://twickenhamadvisors.com/ | |
Tazewell, United States (US) | Finance and Banking Finance and Banking | 50-100 | http://www.firstcenturybank.com | |
Bend, United States (US) | Finance and Banking Finance and Banking | 10-20 | http://www.ofcmortgage.com | |
Concord, United States (US) | Finance and Banking Finance and Banking | 50-100 | http://www.toyonassociates.com | |
Grand Rapids, United States (US) | Finance and Banking Finance and Banking | 2-10 | http://www.streamsongadvisors.com | |
Des Moines, United States (US) | Finance and Banking Finance and Banking | 10-20 | http://www.journeycu.org | |
Ft. Lauderdale, United States (US) | Finance and Banking Finance and Banking | 30-50 | http://www.ccminvests.com | |
Montgomery, United States (US) | Finance and Banking Finance and Banking | 100-150 | http://www.alabamaagcredit.com | |
Birmingham, United States (US) | Finance and Banking Finance and Banking | 10-20 | http://www.heritageautocredit.com | |
New York, United States (US) | Finance and Banking Finance and Banking | 10-20 | https://capitalengine.io/?utm_source=Social&utm_medium=linkedin&utm_campaign=button | |
Salt Lake City, United States (US) | Finance and Banking Finance and Banking | 2-10 | http://www.vcpfunding.com | |
Holladay, United States (US) | Finance and Banking Finance and Banking | 20-30 | http://www.fwainvest.com | |
Overland Park, United States (US) | Finance and Banking Finance and Banking | 10-20 | https://prineta.com | |
Yonkers, United States (US) | Finance and Banking Finance and Banking | 10-20 | http://www.tomsco.us | |
Minot, United States (US) | Finance and Banking Finance and Banking | 200-500 | http://firstwestern.bank | |
Rochester, United States (US) | Finance and Banking Finance and Banking | 10-20 | https://www.prenticewealth.com | |
Port St Lucie, United States (US) | Finance and Banking Finance and Banking | 10-20 | https://www.clearpathmortgage.com/ | |
Tacoma, United States (US) | Finance and Banking Finance and Banking | 2-10 | http://EGMetrics.com |
100/5,267 results
Frequently asked questions
Updated 23 October 2026
What is Enterprise League?
Enterprise League is a free business directory that helps buyers find the right company by sector and country. Every company has a profile showing what it does, what it offers and how to get in touch.
Is it free to list my company?
Yes, and it stays free: no card, no paid tier. Your profile appears in search results and category pages, can show up to 20 products and services, and lets buyers message you or ask for a quote.
How does verification work, and what does it cost?
Verifying your company is free. Confirm a code we email to an address at your company’s website, or send a company registration document for our team to check, and the verified badge appears on your profile. To show the badge in the directory and search results as well, take out a subscription: the first 14 days are free, and the price is on our pricing page.
Where does the company information come from?
Most profiles are built from public sources, such as official company registers. Claim your company’s profile to correct its details and add your own.
How do I claim or correct my company’s profile?
Open your company’s profile and choose Claim Profile. If you use an email address at your company’s website, a 6-digit code makes the profile yours at once; otherwise our team reviews your request, usually within a few days. Spotted a mistake on a company that isn’t yours? Tell us through our contact page.