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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.
5,267 companies
Orlando top city

Financial Services
List of Financial Services companies in United States (US)

5267 companies

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ABC Processing Inc is a leading Credit Card Merchant Services provider based in Santa Clarita, California. We specialize in providing American Bank Card Processing solutions to businesses nationwide, offering the lowest processing rates and state-of-the-art hardware and software. Our mission is to simplify payment processing for small and medium-sized businesses, enabling them to focus on growth. We handle Visa and Mastercard transactions with a commitment to security and efficiency. We’ve been recognized as a top business in the region for two consecutive years, demonstrating our dedication to excellence and customer satisfaction.

At ABC Processing, we understand the challenges faced by businesses navigating the complexities of payment processing. We provide a comprehensive suite of services, including POS systems, Mobil Processing Units, and robust fraud prevention tools. We’re dedicated to providing a seamless and secure payment experience for both merchants and customers.

Fraud prevention is a cornerstone of our service. We offer links to Visa’s risk management protocols and resources to help merchants mitigate potential fraud. We prioritize the security of our clients’ transactions and provide ongoing support to ensure a safe and reliable payment environment.

Financial Services
Finance

2006

Bridge Financial Planning is a fee-only financial planning and investing firm based in Chattanooga, Tennessee. We specialize in providing comprehensive guidance to professionals, business owners, and those nearing retirement, helping them bridge the gap between their current financial situation and their long-term goals. We understand the unique challenges faced by busy individuals and prioritize building personalized plans that align with their individual needs. Our commitment to independence, transparency, and client-first service ensures you receive unbiased advice and a truly collaborative approach. Fee-Only, CFP, and Independent are core to our philosophy.

As an independent firm, we are accountable to our clients and only paid by them, eliminating conflicts of interest and ensuring we prioritize your best interests. We offer a no-compromise approach to financial planning and investment management, focusing on the fundamentals of good planning to help you achieve your financial aspirations.

We work with clients across the country, from West Coast to East Coast, and are dedicated to helping you build a secure and fulfilling financial future.

Financial Services
Finance

2015

OneCom is a leading provider of white-label payment solutions, specializing in serving underserved populations and markets across the United States. We design and develop innovative GPR Debit Programs, Payroll Cards, and Corporate Expense Cards, leveraging our proprietary Blu Box™ technology platform to deliver fast, customizable payment solutions.

Our expertise in digital payments, government benefit cards, and on-demand pay enables us to address critical financial needs where traditional banking options are limited. Cardplatforms, founded in 2010, now operates from its headquarters in Salt Lake City, Utah, and Boca Raton, Florida, supporting partners with secure and convenient payment experiences.

Financial Services
Finance

2010

Allocation.Space is a London-based financial infrastructure provider specializing in the rapidly growing orbital economy. We develop regulated over-the-counter (OTC) capabilities for orbital derivatives, creating sophisticated instruments that work alongside insurance to make the space sector resilient and investable. Our core offerings include Space Weather Options & Swaps, designed to mitigate risks from geomagnetic events, and Launch Risk Products to address critical exposures across mission profiles. We’re establishing London as the global center for space risk transfer, supporting institutional investors and satellite operators alike. FCA regulation and trusted public data sources underpin our operations.

Allocation.Space is building a new class of financial instrument for an economy that’s already here. We enable liquid OTC markets where capital efficiently prices the final frontier while supporting critical infrastructure. We serve (Re)insurers, satellite operators & asset managers, and institutional investors.

As an Appointed Representative of Vittoria and Partners LLP (FRN 709710), we are authorized and regulated by the Financial Conduct Authority.

Financial Services
Finance

2021

SLI is a Washington, D.C.-based aerospace leasing platform, specializing in flexible capital solutions for the rapidly evolving aviation and space industries. We empower manufacturers and operators to scale their operations by unlocking access to critical assets, including satellites, ground stations, and next-generation aircraft. As a wholly owned subsidiary of Libra Group, we leverage 20+ years of aerospace asset financing expertise and a $11+ billion track record in commercial jet and helicopter transactions. Our goal is to facilitate the creation of an integrated global aerospace economy. We offer sale & leaseback agreements, asset finance for scaling, and as-a-service models, supporting the deployment of innovative technologies like electric vertical take-off and landing (eVTOL) craft and autonomous cargo-carrying drones. We are currently expanding our portfolio with assets such as two AscendArc satellites valued at over $200 million and 40 Chaparral VTOL aircraft.

At SLI, we power the aerospace economy by unlocking the capital that manufacturers and operators need to scale. We believe the aerospace economy is more than just aircraft, spacecraft, antennas and satellites – it’s the infrastructure behind global connectivity, economic growth, national security, and scientific advancement. Our mission is to facilitate the sector’s growth by delivering innovative, flexible asset financing solutions for the aviation and space industries.

Our Services include Sale & leaseback, Asset finance for scaling, and As-a-Service Models.

Financial Services
Finance

2023

Wilshire is a leading global financial services firm and trusted partner to approximately 500 leading institutional investors and financial intermediaries. Our clients rely on us to improve investment outcomes for a better future. Wilshire is headquartered in the United States with offices worldwide.

We provide innovative investment advisory services and solutions, advanced financial analytics and market-leading indexes backed by time-tested quantitative and qualitative insights. We build enduring relationships with clients through trust and a shared purpose to improve investment outcomes for a better future.

Wilshire offers a comprehensive suite of services including Alternative assets, Indexes, Investment consulting, Investment database, Managed portfolios, Mutual funds, OCIO services, Optimization solutions, and Retirement solutions. We are committed to delivering superior market knowledge and helping our clients achieve their financial goals.

Financial Services
Finance

1972

Credit Capital is a leading global lender providing business loans, working capital solutions, and equity financing to businesses across the U.S., U.K., and China. We empower companies to achieve their growth objectives with flexible financing options. Our focus is on delivering tailored financial solutions to entrepreneurs and established businesses alike. We specialize in commercial lending, business lines of credit, and invoice factoring, helping clients manage cash flow and fuel expansion. Founded in 2000, Credit Capital has a proven track record of supporting businesses of all sizes.

We serve a diverse range of industries, including technology, manufacturing, and retail, offering customized financing strategies to meet their unique needs. Our team of experienced professionals works closely with clients to understand their specific requirements and provide expert guidance. We are committed to building long-term relationships based on trust and mutual success.

What differentiates Credit Capital is our commitment to personalized service and flexible financing terms. We offer competitive rates and streamlined application processes, making it easy for businesses to access the capital they need. We pride ourselves on our responsiveness and dedication to client satisfaction.

Financial Services
Finance

2000

BorrowersAuthorization.com is a leading provider of electronic signature technology solutions for the lending industry, based in Little Rock, Arkansas. We specialize in helping banks, mortgage lenders, auto lenders, and credit card companies achieve full compliance with evolving regulations and audits. Our platform streamlines the process of obtaining credit authorization, replacing traditional wet-signature workflows with a secure, digitized solution. Designed by loan officers for loan officers, we offer a cost-effective way to modernize lending operations and maintain a competitive edge. Electronic Signature technology, Compliance, and Credit Authorization are at the heart of our service.

BorrowersAuthorization.com leverages cloud data storage to ensure secure and accessible document management. We support a wide range of lending sectors, including Auto, Mortgage, and Credit Card lending. Our commitment is to simplify the authorization process while upholding the highest standards of regulatory adherence.

With over 50 years of combined experience in the lending industry, we understand the unique challenges faced by lenders today. We provide a user-friendly platform that integrates seamlessly into existing workflows, reducing manual effort and improving operational efficiency. We are dedicated to helping our clients stay ahead of the curve and maintain a strong reputation for compliance.

Banking
Financial Services

2012

EXF Financial Data Solutions is a leading provider of cloud-native, AI-driven data management solutions for investment management firms, based in New York City. We help investment firms modernize their data infrastructure, automate workflows, and gain deeper insights from their data. Our platform streamlines the entire investment data lifecycle, from investment decisions to settlement and clearing, ensuring accuracy and efficiency. We leverage GenAI and smart metadata to deliver a truly intelligent and affordable data management experience. We’re a wholly owned subsidiary of Exafluence, dedicated to providing the Buy-Side with a modern investment data platform.

EXF Financial Data Solutions serves asset managers, traders, and middle-office staff who need reliable, validated data to make informed investment decisions and execute trades effectively. We address critical challenges like data integration, system modernization, and regulatory compliance.

What sets EXF apart is our commitment to automation and AI. Our platform utilizes a next-generation data management model, eliminating the need for expensive, restrictive licenses and reducing data wrangling. We offer data & systems integration, application modernization, and advanced analytics, all powered by AI and GenAI.

Financial Services
Finance

2024

Strategic Insight Research is a global business intelligence firm specializing in mutual fund research and data, with a strong presence in London. For over 25 years, we’ve empowered investment management companies, distributors, and financial institutions worldwide with the critical insights they need to succeed. We provide comprehensive data solutions, including Simfund, Simfund VA, Simfund SV, and Simfund Global, alongside specialized research and consulting services.

Our commitment to accuracy and unbiased analysis makes us a trusted partner in the complex world of asset management. Strategic Insight’s parent company, Asset International, delivers cutting-edge data and marketing programs to mutual fund companies globally. We help our clients navigate market trends and make informed decisions, strengthening the entire industry.

Financial Services
Finance

1986

Merchant Service Group LLC is a US-based payment processing company providing cutting-edge payment technologies for businesses of all sizes. Established in 2003, we specialize in delivering comprehensive electronic payment solutions, including merchant accounts, POS systems, and data analytics tools. Our multilingual support team, fluent in over a dozen languages, ensures seamless communication and a comfortable experience for our clients. We partner with Woodforest National Bank and leading industry players like First Data and TSYS to offer a robust and adaptable platform. Merchant Service Group LLC is dedicated to fostering long-term partnerships and understanding the unique needs of each business.

We’ve processed billions of dollars in credit card transactions over the past decade, serving a diverse range of merchants – from brick-and-mortar stores to online businesses. Our proprietary gateway and experienced management team provide a competitive edge in the marketplace. We pride ourselves on offering customized solutions that integrate seamlessly with your existing infrastructure.

Our key differentiators include our multilingual support, a wide range of platform options, and a commitment to understanding the language of business. We offer a better payment processing experience, built on a foundation of trust and expertise.

Financial Services
Finance

2003

ClearPath Wealth Strategies is a Frisco, Texas-based financial services firm specializing in retirement planning, 401(k) rollovers, and financial guidance for career transitions. We partner with individuals and businesses to create tailored financial solutions, offering services like investment strategies, long-term care solutions, and lifetime income strategies. Alongside our financial services, we proudly present the "Who Ya Know Show," a top 2% global career podcast.

Our team, led by Trevor Houston and Mark Elder, comprises licensed financial professionals dedicated to helping you navigate your career and business to financial freedom. We focus on serving job seekers and individuals facing career transitions, providing clarity and control over their financial future. What sets us apart is our commitment to simplifying the complexities of retirement planning and offering personalized strategies tailored to your unique needs.

We’re not just about investments; we’re about empowering you to build a secure and fulfilling future.

Financial Services
Finance

2020

Local Black Marketplace is a Detroit-based online directory connecting entrepreneurs and consumers to a global community of Black-owned businesses. We empower Black excellence and drive financial opportunity within underserved communities. Our platform provides a centralized hub for discovering and supporting Black-owned brands across various sectors, including real estate investments, general contractors, and small businesses.

We’re focused on fostering generational wealth and creating a supportive ecosystem for Black entrepreneurs. Local Black Marketplace is a key resource for individuals seeking to invest in and support Black-owned ventures, and for Black business owners looking to expand their reach.

Financial Services
Finance

2022

Archwell Solutions is a leading wholesale distributor of technology and services, based in Fort Lauderdale, Florida, specializing in supporting the mortgage industry. We empower small to mid-size lenders with streamlined access to essential products and solutions, including mortgage technology, staffing, and outsourcing. Archwell’s mission is to alleviate the complexities of vendor management, enabling lenders to focus on growth and customer satisfaction. We leverage strategic partnerships and a dedicated team to deliver consistent demand and significant cost savings. Our commitment is to build a robust portfolio of companies, providing a comprehensive ecosystem for the evolving needs of the mortgage and finance sector.

Archwell Solutions acts as a crucial link between lenders and technology providers, aggregating demand and securing volume discounts. We offer a curated selection of products and services, including digital transformation solutions, customer experience enhancements, and modern technology integrations. Our expertise extends to navigating complex compliance and regulatory requirements, ensuring our clients remain competitive and compliant. We’re dedicated to helping mortgage companies overcome key barriers to growth – talent acquisition, process optimization, and technology adoption.

Key differentiators include our comprehensive portfolio of companies – Harrison National Employment Recruiting, Moder Outsourcing, Xpanse, Nestor Solutions, and Archwell Solutions Corporate Vendor Management Essentials – providing a one-stop shop for critical business needs. We combine strategic sourcing, technology expertise, and dedicated support to drive profitability and growth for our clients. Archwell Solutions is committed to innovation and building a strong, sustainable future for the mortgage industry.

Financial Services
Finance

2017

CAPITAL Services is a leading payment portfolio management and servicing company based in Sioux Falls, South Dakota. For over two decades, we’ve been dedicated to building profitable payment programs for our clients, offering comprehensive solutions including portfolio analytics, financial modeling, and compliance services. As a family-owned business since 1998, we prioritize strong relationships with our community and clients. We specialize in asset origination, portfolio management, and managed services, helping financial institutions maximize their credit card portfolios.

Our team of data scientists and analysts leverage proprietary scorecards to deliver profitable portfolios, while our marketing and finance teams work together to build successful acquisition strategies. We’re committed to continuous improvement and innovation in the payments industry.

ViPR℠, our visibility into account-level profitability, is a key differentiator. We also provide customer care, fraud services, technology processing & security, and regulatory landscape support. CAPITAL Services is a trusted partner for financial institutions seeking to grow and manage their credit card assets.

Financial Services
Finance

1998

Credit Card Warrior Consulting, INC is a Modesto, California-based merchant services consulting firm specializing in credit card processing solutions for a diverse range of businesses. We help businesses like restaurants, HVAC companies, and automotive businesses streamline their payment acceptance, reduce costs, and increase profitability. Our approach centers on building long-term relationships with clients, providing personalized support, and leveraging our expertise to secure the best possible processing options from top infrastructure companies. We’re dedicated to simplifying the complexities of payment processing, allowing our clients to focus on growing their core businesses.

We offer a comprehensive suite of services, including contactless processing, cash discount programs, virtual terminals, and mobile payment solutions. We’re committed to transparency and eliminating hidden fees, ensuring our clients receive straightforward and predictable processing costs. Our core service is helping businesses optimize their payment infrastructure, leading to increased efficiency and revenue.

Since 2022, Credit Card Warrior Consulting has been dedicated to providing exceptional merchant services and support. We’ve built a reputation for trust and reliability, driven by a passion for helping businesses thrive. We partner with leading payment processors to deliver competitive rates and unparalleled service.

Financial Services
Finance

2022

Supreme Capital Funding is a financial advisory firm based in Fontana, California, specializing in business loans, personal loans, and tax services for individuals and businesses.

We provide tailored financial solutions, including strategic capital for business expansion, asset-based mortgage programs for investment properties, and comprehensive tax preparation services. Our goal is to empower clients to achieve financial clarity and build a secure future.

At Supreme Capital Funding, we prioritize discretion, technical precision, and personalized service. We offer a three-step advisory process: rigorous evaluation, tailored strategy development, and seamless execution, ensuring long-term legacy building and peace of mind. We also proudly support emerging artists through our partnership with "Upcoming The Real MVP".

Financial Services
Finance

2021

ThinkWealth by GreenUp is a leading financial planning and wealth management firm based in Overland Park, Kansas. We provide comprehensive financial guidance to individuals and families, helping them build a strong financial foundation and achieve their long-term goals.

Our services encompass a wide range of areas, including investment planning, retirement planning, estate planning, and tax optimization. We specialize in helping clients navigate complex financial decisions and create personalized strategies to safeguard their wealth and secure their future.

As an SEC-registered investment advisor, GreenUp Wealth Management, LLC DBA GreenUp Wealth Management, is committed to delivering objective and transparent advice. We focus on building lasting relationships with our clients, providing ongoing support and adapting our strategies to meet their evolving needs. We are dedicated to empowering our clients with the knowledge and tools they need to make informed financial choices.

Founded in 2021, GreenUp Wealth Management has quickly established a reputation for integrity and expertise, serving clients across the United States.
Financial Services
Finance

2021

800CreditNow is a Birmingham, Alabama-based credit restoration service specializing in helping individuals and businesses improve their credit scores. We provide comprehensive solutions, including credit repair, credit boosting trade lines, and debt discharge, empowering clients to achieve financial stability and unlock opportunities like homeownership and business loans. Our methodical approach combines expert knowledge with a customer-focused strategy, delivering lasting credit improvement and peace of mind. We are dedicated to providing equal access to debt and credit reduction, transforming financial futures.

At 800CreditNow, we understand the challenges of a damaged credit history. We offer a range of services, including a Do-it-yourself Credit Repair Program, 0 Credit Sweep, and 0 Credit Report Repair, alongside personalized support to guide clients through the process. We also specialize in assisting with auto purchases, business loans, and student loan restructuring, providing tailored solutions to meet individual needs.

800CreditNow is a market leader in the credit repair industry, recognized for our free consultations and fast turnaround times. We pride ourselves on our efficient organization and commitment to customer satisfaction, offering a stress-free and rewarding experience. Our team of credit experts is dedicated to helping you achieve your financial goals.

Financial Services
Finance

2013

CSA Capital is a leading financial advisory firm based in Los Angeles, California, specializing in complex restructuring, insolvency, and capital markets solutions.

We provide hands-on leadership in financially distressed situations, court-supervised proceedings, and turnaround environments, offering a comprehensive suite of services to debtors, trustees, counsel, and stakeholders navigating Chapter 11, Chapter 7, ABC, Article 9, and distressed turnaround scenarios.

CSA Capital also maintains access to a broad network of private capital sources, capable of providing new capital, refinancing existing obligations, or funding challenging situations – including debtor-in-possession (DIP) financing, restructurings, and operational turnarounds. We deliver actionable results in high-stakes, time-sensitive environments, restoring operational control and negotiating with creditors to position companies for recovery or orderly wind-down.
Financial Services
Finance

2015

Pennington Law is a leading estate planning and probate law firm based in Surprise, Arizona, dedicated to protecting the legacies of individuals and families across the state.

We specialize in providing comprehensive legal services, including wills, trusts, probate administration, and asset protection, tailored to meet the unique needs of each client. Our experienced attorneys guide clients through the complexities of estate planning, ensuring their wishes are honored and their loved ones are protected.

At Pennington Law, PLLC, we prioritize personalized service, compassionate counsel, and a deep understanding of Arizona’s estate laws. We are committed to helping families navigate life’s transitions with confidence and peace of mind. Estate Planning Attorney, Trusts, Probate Administration, Asset Protection Trusts.
Financial Services
Finance

2016

BlueMatrix is the Research Infrastructure Company, headquartered in New York City. We empower financial institutions with a unified platform spanning the entire investment research lifecycle – from creation and authoring to compliant distribution and AI-ready consumption.

BlueMatrix serves sell-side and buy-side firms, streamlining research workflows and enhancing data governance. Our core offering, Creator, provides a single, integrated environment for content creation, compliance, and publishing, while Portal delivers a branded digital storefront for client engagement.

Founded in 1999 and trusted by over 1,000 institutional financial firms globally, BlueMatrix is uniquely positioned to address the evolving needs of the financial research ecosystem, particularly in the age of AI. We provide the foundational infrastructure that ensures research is accessible, governed, and understood across the entire organization. BlueMatrix Live, Street Context, and BlueMatrix are key components of our comprehensive solution.
Financial Services
Finance

1999

Cross Financial is a Lincoln, Nebraska-based marketing and business development services provider specializing in supporting financial institutions.

We help financial institutions gain a competitive advantage through strategic planning, customer and employee surveys, mystery shopping programs, and comprehensive branding and advertising solutions.

Founded in 1993, Cross Financial combines decades of experience with a results-oriented approach, delivering tailored solutions to institutions of all sizes. We focus on innovation, imagination, perspective, and experience to drive lasting success in a dynamic market.
Banking
Financial Services

1993

Manpower Funding is a leading provider of working capital solutions for businesses in Southern California.

We help entrepreneurs and business owners secure funding for essential needs, including line of credit, equipment financing, and working capital, enabling them to grow and thrive. Our focus is on connecting businesses with 15+ lending pools and flexible qualifying guidelines, offering a streamlined application process and a 97% approval rate.

As a trusted partner, we provide access to SBA 7(A) loans and other government-backed funding options, simplifying the financing process for businesses seeking long-term flexibility and competitive rates. We are dedicated to supporting businesses like ours, where our founder, Jesse, enjoys planning weekend vacations and supporting local communities.
Banking
Financial Services

2019

2030 Ventures, Inc is a California-based investor relations and startup accelerator, connecting visionary investors with innovative brands and deals globally. We provide a comprehensive suite of solutions, including a digital platform for accessing deal flow, capital, and investor introductions. Our impact-focused approach accelerates growth for both entrepreneurs and investors, driving innovation across key sectors like FinTech, Clean Energy, and AI. We offer a unique blend of advisory, consulting, and event-based services, supporting brands from early-stage to established, with a focus on strategic growth and scaling. Global Deal Flow and Global Capital Network are core components of our ecosystem, facilitating connections and driving impactful investments.

2030 Ventures acts as a crucial bridge between leading investors and groundbreaking startups. We specialize in facilitating capital raises, crafting compelling investor materials, and orchestrating successful pitch events. Our team provides strategic advisory services, encompassing everything from brand architecture and roadmap development to marketing and operations.

Founded in 2014, 2030 Ventures has rapidly grown to become a trusted partner for entrepreneurs and investors alike. We leverage cutting-edge technology and a global network to deliver exceptional results, fostering a dynamic ecosystem of innovation and investment. We are committed to driving positive change through strategic partnerships and impactful ventures.
Banking
Financial Services

2014

At Creative 1st Mortgage, we believe everyone deserves a fair chance at homeownership, no matter how challenging the path may seem. We're here to explore every option and stand by you when others won't—because your goals are worth it. Currently Helping Florida, Minnesota, Texas, Alabama, Kentucky, And Tennessee Residents.
Financial Services
Commercial Lending
Personal Finance
Lending

2024

Nebraska Independent Community Bankers is a Lincoln, Nebraska-based trade association dedicated exclusively to community banking.

We represent Nebraska’s only trade association supporting community banks, playing a vital role in the state’s economy by providing 60% of small business loans and 80% of agricultural loans.

Our mission is to strengthen community banks across Nebraska, advocating for their interests and providing essential resources and education. We work to ensure the continued success of these vital institutions and the communities they serve.

Established in 1969, Nebraska Independent Community Bankers has a long history of service, boasting a strong membership base and a commitment to supporting local businesses and farmers. We are proud to be a trusted partner for Nebraska’s community banks.
Banking
Financial Services

1969

JemBiz Loans is a US-wide commercial and business loan provider, specializing in SBA loans, real estate financing, and working capital solutions. We connect businesses with lenders nationwide, offering competitive rates and streamlined processes.

JemBiz Loans serves a diverse range of clients, including real estate developers, small businesses, and investors, providing tailored financing solutions to support their growth and expansion. Our focus is on solving the challenges businesses face in securing funding, whether it’s for property acquisition, inventory financing, or operational capital.

What distinguishes JemBiz Loans is our 30-year banking experience and strong relationships with SBA lenders and national banks. We prioritize quick approvals and funding, typically delivering results in 24-48 hours, with funding often available within 1-3 days. Furthermore, our JemBiz Consulting division provides expert guidance to financial institutions, optimizing their loan programs and risk management strategies. Founded in 2012, JemBiz Loans is led by CEO Jorge e Machado, a seasoned banking professional with over 35 years of experience.
Banking
Financial Services

2012

First Lincoln Federal Credit Union is a community-focused financial cooperative serving Lancaster County, Nebraska.

We provide a wide range of banking services to our members, including savings accounts, checking accounts, loans, and credit cards. Our goal is to help individuals and families achieve their financial goals, offering convenient online and mobile banking options alongside personalized support.

As a member-owned and operated credit union, First Lincoln FCU is committed to providing competitive rates and exceptional service. We’re dedicated to fostering financial well-being within our local community, offering resources like financial coaching and member shred days. We pride ourselves on our strong history and volunteer efforts, continuing to serve our members with integrity and care.
Banking
Financial Services

1956

Walker Financial Consulting is a leading commercial real estate finance firm based in New York, specializing in bridge loans and short-term financing for complex transactions across the United States.

We connect private capital providers with developers and investors seeking $5M to $100M+ in funding for a diverse range of property types, including multifamily, hospitality, and mixed-use assets.

At Walker Financial Consulting, we prioritize speed, structure, and execution, offering tailored solutions outside traditional bank financing. Our experienced team, led by Walker, focuses on building strong relationships and delivering results for our clients.

Founded in 2012, we’ve grown to serve clients nationwide from our offices in New York, Boston, and Orlando, providing expert guidance and financing for challenging real estate projects.
Banking
Financial Services

2012

212 Consultants is a Plano, Texas-based mortgage recruiting and consulting firm specializing in providing insider knowledge to both mortgage professionals and employers.

We offer a deep dive into the mortgage industry, revealing corporate margins, pricing comparisons, and P&L analysis – information often unavailable through traditional recruiting channels. Our expertise stems from over 15 years of experience within the mortgage sector, allowing us to guide clients toward informed career decisions and strategic business partnerships.

As a boutique firm, 212 Consultants leverages its extensive network and industry insights to connect top talent with ideal opportunities and provide executive search and non-exec staffing solutions. We are dedicated to empowering our clients with the knowledge they need to thrive in a dynamic market. Mortgage Recruiting, Executive Searches, P&L Management.
Banking
Financial Services

2019

Coastal Tech Consulting is a leading project management and consulting firm based in Orlando, Florida, specializing in core data processor conversions and mission-critical IT projects for the banking sector.

We support financial institutions and other organizations with complex digital transformation initiatives, guiding them through every stage – from initial RFP selection and vendor negotiation to on-premise to cloud migrations. Our team leverages extensive experience in managing over 40 successful core data processor conversions and more than 10,000 hours of global IT project management.

Coastal Tech Consulting provides a comprehensive suite of services, including Waterfall, Scrum, and Agile project management methodologies, alongside expertise in M&A, contract negotiations, and RFP vendor search. We are dedicated to delivering exceptional results, ensuring projects are completed on time and within budget. We help businesses navigate the challenges of core data processor implementations and digital banking initiatives with confidence.
Banking
Financial Services

2019

Procisive is a US-based executive recruiting firm specializing in direct-hire talent acquisition for the financial services and technology sectors.

Built on a foundation of experience from both agency recruiting and internal leadership roles, Procisive delivers clarity and commitment to hiring decisions. We combine the best of both worlds – deep market access and a strategic, ownership-focused approach – to ensure your organization secures the right talent.

Procisive partners with business leaders who demand precision and accountability, offering integrated solutions that span internal priorities, external market access, and a focus on cultural alignment. We prioritize delivering results through structured evaluation, visibility into risk, and shared ownership of the hiring process. Our expertise spans Fintech, Banking, Lending, and Credit Risk, helping you build high-performing teams and drive business success.
Banking
Financial Services

2026

Kwikoin is a US-based decentralized bank, revolutionizing finance with its innovative approach to personal and business accounts.

As the world’s first decentralized bank, Kwikoin empowers individuals and businesses with the tools to control their finances, mirroring the functionality of traditional Wall Street institutions. We offer a unique suite of services, including checking, debit, bill payments, funds transfers, point of sale solutions, ATMs, savings, and loans – all accessible through a user-friendly mobile application.

Kwikoin’s commitment to accessibility is reflected in its free-to-use model, eliminating traditional banking fees for both users and merchants. We facilitate seamless transactions using various methods, including check, ACH transfer, cash, debit, and credit. Kwikoin is ideal for businesses and individuals seeking a modern, transparent, and fee-free banking experience.

Founded in 2014, Kwikoin is rapidly expanding its reach and impact, providing a compelling alternative to conventional financial systems.
Banking
Financial Services

2014

National Capital Alliance is a US-based investment partnership connecting national small to medium-sized businesses with operations and growth capital.

We specialize in providing alternative financing solutions across a diverse range of sectors, including tech, consumer products, retail, finance, automotive, healthcare, and legal. Our focus is on supporting businesses seeking capital for expansion, acquisitions, or strategic initiatives.

National Capital Alliance offers a streamlined approach to investment, prioritizing strong relationships and a deep understanding of our clients’ unique needs. We are dedicated to facilitating sustainable growth and long-term success for the businesses we partner with. Founded in 2015, we’ve grown to a team of 2-10 professionals, operating from our headquarters in Irvine, California.
Banking
Financial Services

2015

DocuTrust Services is a leading document print & mail distribution provider based in Orlando, Florida, serving medical professionals and financial institutions since 2000. We offer seamless integration with your existing software, delivering expertise in the delivery of statements, documents, letters, and other time-sensitive materials to your customers.

Our automated, reliable, and fast statement printing process eliminates your mailing headaches. We provide both traditional mail and electronic (E-Docs) delivery options, offering a combination of speed and cost savings.

With rapid turnaround times, competitive pricing, and a commitment to hassle-free service, DocuTrust Services allows you to focus on your core business. Contact us today at 1-877-553-3588 to discover how we can streamline your document distribution needs.
Banking
Financial Services

2000

Beach Cities Commercial Bank is a technology-forward and customer-connected commercial bank based in Irvine, California.

We support the success of our clients through a highly individualized banking experience that combines the high-tech offerings of larger banks with the personalized service of a small community bank.

What sets Beach Cities Commercial Bank apart is our commitment to proactive customer service, with each officer available to speak with clients directly, and a focus on finding creative solutions rather than obstacles. We offer a range of commercial lending products, including business lines of credit, SBA loans, and construction loans, alongside personal banking services.

Founded in 2023, Beach Cities Commercial Bank has quickly grown to 32 employees and operates two branches in Irvine and Encinitas, California. We are an FDIC-insured and Equal Housing Lender.
Banking
Financial Services

2023

ICI Consulting is a leading bank and credit union technology advisor based in St. Petersburg, Florida.

For over three decades – since 1994 – ICI Consulting has been dedicated to supporting financial institutions nationwide with expert guidance on core processing systems, vendor evaluations, and strategic technology decisions.

We specialize in helping banks and credit unions navigate complex technology landscapes, ensuring they select the right vendors, negotiate favorable contracts, and optimize their core processing infrastructure. Our team of seasoned consultants, many with backgrounds in core processing vendor roles, provides objective and insightful advice, ultimately driving efficiency, cost savings, and long-term growth for our clients.

ICI’s proven process delivers comprehensive assessments, strategic recommendations, and expert negotiation support, empowering financial institutions to make informed decisions and achieve their strategic goals.
Banking
Financial Services

1994

QKapital Group is a leading mortgage lender specializing in residential and commercial real estate financing for both domestic and foreign investors, operating across Florida, New York, Texas, Colorado, California, and Georgia.

We provide a comprehensive suite of lending solutions, including conventional, residential, commercial, private, and construction loans, catering to the unique needs of our diverse clientele. Our expertise extends to assisting foreign nationals navigating the U.S. real estate market, offering tailored financing options and localized support.

Q Kapital Group distinguishes itself through a global reach, with offices in Miami, Orlando, Houston, Colombia, Mexico, Bolivia, and Argentina, ensuring accessibility and personalized service for investors worldwide. We are dedicated to facilitating profitable real estate ventures and building lasting client relationships. Founded in 2007, we’ve grown to a team of 48 professionals, committed to excellence and innovation in the mortgage industry.
Banking
Financial Services

2007

Social Assurance is a Lincoln, Nebraska-based software company specializing in engagement, communications, and compliance solutions for the financial services industry.

We empower banks, credit unions, and other financial brands to build remarkable communities and leave a positive impact. Our platform helps organizations streamline their marketing efforts, manage community engagement, and ensure regulatory compliance – all in one place.

Social Assurance serves over 1,500 financial brands nationwide, providing a comprehensive suite of tools to enhance brand visibility, foster customer relationships, and maintain transparency. We’re dedicated to helping financial institutions connect authentically with their communities and achieve their strategic goals.

Founded in 2011, Social Assurance combines decades of industry expertise with innovative technology to deliver results-driven solutions.
Banking
Financial Services

2011

Nova Credit Union is a community-focused financial cooperative based in Charlotte, North Carolina, providing essential banking services to members across the state.

We serve a diverse range of individuals, including USPS employees, North Carolina Federal & Military personnel, and members of the North Carolina Postal Customer Councils and Consumer Council, alongside their families. Our mission is to empower our members to achieve their financial goals through accessible and affordable products and services.

What distinguishes Nova Credit Union is our commitment to member service and our cooperative structure, ensuring that profits are reinvested back into the community and benefit our members. We offer a comprehensive suite of financial tools, including secure checking, auto loans, mortgage loans, and a robust mobile banking platform, all designed to simplify financial management. Founded in 1932, Nova Credit Union has a long history of serving the people of North Carolina, and we remain dedicated to building a brighter financial future for our members. We are a not-for-profit, member-owned financial institution.
Banking
Financial Services

1932

California Business Bank is a leading commercial bank headquartered in Irvine, California, providing innovative financial solutions to Southern California businesses and entrepreneurs.

We combine traditional community banking with modern technology, offering a flexible distribution network that prioritizes client convenience. Our Bankers in the Field program brings our services directly to you – to your business, a preferred meeting location, or through our user-friendly website.

At CBB, we’re dedicated to supporting your business’s growth and success, offering tailored loans, deposits, and virtual banking solutions. We pride ourselves on delivering expert, hands-on service, understanding that every business has unique needs. We’re ready to partner with you to gain a competitive financial edge.
Banking
Financial Services

2005

Nebraska Bankers Association is a nonprofit organization based in Lincoln, Nebraska, representing the state’s $74 billion banking industry.

Founded in 1890, the NBA serves as the leading advocate and resource for Nebraska’s banks – encompassing small, regional, and large institutions – providing vital support and promoting the financial well-being of the state.

The Association focuses on key areas such as education, compliance, advocacy, and insurance, offering a comprehensive suite of services to its members. They champion the interests of Nebraska’s banking sector, ensuring its continued success and stability.

With a dedicated team of professionals and a rich history of service, the Nebraska Bankers Association remains committed to supporting Nebraska’s banking industry and the communities it serves.
Banking
Financial Services

1890

Welcome Federal Credit Union is a community-focused financial institution serving members across North Carolina and beyond. We provide a stable and accessible banking experience, prioritizing member well-being and financial empowerment.

At Welcome, we understand the challenges many face in achieving financial security. We offer a comprehensive suite of services, including residential mortgages, home equity lines of credit, personal loans, and student loans, all designed to help our members build a strong financial foundation.

Welcome Credit Union distinguishes itself through a commitment to personalized service and a member-centric approach. Our team is dedicated to providing expert guidance and support, fostering long-term relationships built on trust and understanding. We’re proud to be a partner in our members’ financial journeys, offering convenient access to funds through our mobile and online banking platforms, alongside a network of shared branch locations.

Founded in 1974, Welcome Federal Credit Union has grown to serve over 7,300 member-owners, demonstrating a legacy of stability and community investment.
Banking
Financial Services

1974

Acclaim Federal Credit Union is a Greensboro, North Carolina-based credit union dedicated to connecting members with financial wellness.

We provide a full suite of financial services, including checking and savings accounts, auto loans, personal loans, mortgages, and credit cards, all designed to help our members achieve their financial goals.

As a member-owned and community-focused institution, Acclaim FCU distinguishes itself through competitive rates, low fees, and personalized service. Founded in 1972 and currently employing 9-50 people, we’ve built a strong reputation for trustworthiness and transparency, consistently earning positive reviews from our valued members.

We are committed to empowering our members through education and providing tailored financial guidance, ensuring a brighter financial future for all.
Banking
Financial Services

1972

GreenWay Bank is a trusted community bank serving Van Wert and Fort Wayne, Ohio and Indiana. With over 135 years of experience, we combine local decision-making with modern banking solutions, offering a personal touch to our clients.

We specialize in providing comprehensive financial services to individuals, families, and businesses, including deposit accounts, business loans, and mortgage options. Our commitment to local communities and personalized service ensures that we are a reliable partner for your financial needs.

GreenWay Bank’s dedication to local decision-making and community focus sets us apart. We pride ourselves on building long-term relationships with our clients, offering expert guidance and support every step of the way. We’re the Way to Grow – supporting your financial journey with integrity and care.
Banking
Financial Services

1889

AdventHealth Credit Union is a Florida-based financial institution providing exceptional service to its members since 1955.

We offer a comprehensive suite of financial products and services, including auto loans, mortgages, personal loans, and credit cards, all designed to help our members achieve their financial goals.

As a credit union, AdventHealth Credit Union distinguishes itself through competitive rates, no hidden fees, and a commitment to community support. We prioritize member satisfaction and offer convenient services like fee-free ATMs, online banking, and mobile check deposit.

With a strong focus on customer service and a history of stability, AdventHealth Credit Union is a trusted partner for individuals and families across Florida, the United States, Canada, and Puerto Rico.
Banking
Financial Services

1955

CB-Resource, Inc is an Irvine, California-based enterprise risk management and strategic planning firm specializing in providing actionable intelligence and solutions to community banks across the United States.

We partner with national network of community bank clients to enhance their performance and safeguard their assets. Our services encompass a comprehensive suite of offerings, including capital planning, strategic planning, forecasting, and performance management, all designed to drive sustainable growth and shareholder value.

CB-Resource distinguishes itself through its deep expertise in financial institutions and its commitment to delivering tailored solutions. Founded in 2011, we’ve grown to serve a diverse client base, consistently recognized for our insightful analysis and proactive approach to risk management. We leverage our global footprint and robust analytics to support our clients’ strategic objectives.
Banking
Financial Services

2011

Global Deal Flow is a US-based investment network connecting investors with global entrepreneurs and deal flow.

We specialize in providing a comprehensive platform for investors seeking innovative opportunities across a diverse range of sectors, including Artificial Intelligence, Impact Technology, and Real Estate.

Global Deal Flow distinguishes itself through its exclusive investment listings, live pitch events hosted in partnership with Global Capital Network (GCN), and due diligence solutions, offering investors unparalleled access to high-potential ventures.

Founded in 2018, Global Deal Flow has rapidly grown to become a trusted resource for both investors and startups, facilitating over 280,000 annual reach and connecting with 5,000+ angel investors across 35+ countries.
Banking
Financial Services

2018

Pacific Community Credit Union is a Fullerton, California-based financial institution dedicated to providing members with ‘Financial Solutions You Can Trust.’ As a not-for-profit, member-owned cooperative established in 1955, we offer a full range of banking services, including mortgage loans, auto loans, and home equity loans.

Unlike traditional banks, Pacific Community Credit Union prioritizes its members, offering lower loan rates and higher savings rates. We are committed to making financial life easier and more accessible for our community.

Our membership structure ensures that you, as a member, have a voice in the direction of the credit union. We strive to build lasting relationships based on trust and mutual benefit, providing exceptional service and personalized financial solutions. We currently serve over 20,000 members across Southern California.
Banking
Financial Services

1955

List of Financial Services companies in United States (US)

Company Name

Location

Category

Employees

Website

Santa Clarita, United States (US)

Finance and Banking
Finance and Banking

20-30

http://abcprocessinginc.blogspot.com

Chattanooga, United States (US)

Finance and Banking
Finance and Banking

2-10

http://www.BridgeFinancialPlanning.com

Salt Lake City, United States (US)

Finance and Banking
Finance and Banking

10-20

http://www.cardplatforms.com

Los Angeles, United States (US)

Finance and Banking
Finance and Banking

2-10

https://www.allocation.space/

Washington, United States (US)

Finance and Banking
Finance and Banking

2-10

http://www.sliaerospace.com

Santa Monica, United States (US)

Finance and Banking
Finance and Banking

200-500

http://www.wilshire.com

Wilmington, United States (US)

Finance and Banking
Finance and Banking

200-500

http://www.credit-capital.com/

Little Rock, United States (US)

Finance and Banking
Finance and Banking

2-10

http://www.BorrowersAuthorization.com

New York, United States (US)

Finance and Banking
Finance and Banking

200-500

https://exf-financialdatasolutions.com/

New York, United States (US)

Finance and Banking
Finance and Banking

200-500

http://www.sionline.com

Huntington Beach, United States (US)

Finance and Banking
Finance and Banking

50-100

http://merchantservicegroupllc.com/

Frisco, United States (US)

Finance and Banking
Finance and Banking

2-10

https://www.clearpathwealthstrategies.com

Detroit, United States (US)

Finance and Banking
Finance and Banking

2-10

http://www.localblackmarketplace.com

Fort Lauderdale, United States (US)

Finance and Banking
Finance and Banking

30-50

https://www.onearchwell.com/

Sioux Falls, United States (US)

Finance and Banking
Finance and Banking

200-500

http://www.capitalsvcs.com

Modesto, United States (US)

Finance and Banking
Finance and Banking

2-10

http://creditcardwarrior.net

Fontana, United States (US)

Finance and Banking
Finance and Banking

2-10

http://www.supremecapitalfunding.com

Overland Park, United States (US)

Finance and Banking
Finance and Banking

10-20

https://thinkwealth.io/

Birmingham, United States (US)

Finance and Banking
Finance and Banking

10-20

http://800creditnow.com

Los Angeles, United States (US)

Finance and Banking
Finance and Banking

2-10

http://csacapitalla.com

Surprise, United States (US)

Finance and Banking
Finance and Banking

2-10

http://www.penningtonestateplanning.com

New York, United States (US)

Finance and Banking
Finance and Banking

150-200

https://www.bluematrix.com

Lincoln, United States (US)

Finance and Banking
Finance and Banking

2-10

http://www.crossfinancial.com

IRVINE, United States (US)

Finance and Banking
Finance and Banking

2-10

https://www.manpowerfunding.com/does-my-business-qualify-for-funding

Irvine, United States (US)

Finance and Banking
Finance and Banking

2-10

http://2030ventures.com

St Petersburg, United States (US)

Finance and Banking
Finance and Banking

2-10

http://www.creative1stmortgage.com

Lincoln, United States (US)

Finance and Banking
Finance and Banking

2-10

http://www.nicbonline.com

Orlando, United States (US)

Finance and Banking
Finance and Banking

2-10

http://www.jembiz.com

Lincoln, United States (US)

Finance and Banking
Finance and Banking

2-10

http://www.firstlincoln.org

New York, United States (US)

Finance and Banking
Finance and Banking

2-10

http://walkerfinancialconsulting.com

plano, United States (US)

Finance and Banking
Finance and Banking

2-10

http://www.weare212.com

Orlando, United States (US)

Finance and Banking
Finance and Banking

2-10

https://coastaltechconsulting.com/

Irvine, United States (US)

Finance and Banking
Finance and Banking

2-10

http://www.procisive.com

Irvine, United States (US)

Finance and Banking
Finance and Banking

2-10

http://www.kwikoin.com

Irvine, United States (US)

Finance and Banking
Finance and Banking

2-10

http://nationalcapitalalliance.com

Orlando, United States (US)

Finance and Banking
Finance and Banking

2-10

http://www.docutrustservices.com

Irvine, United States (US)

Finance and Banking
Finance and Banking

30-50

http://www.beachcitiescb.com

St. Petersburg, United States (US)

Finance and Banking
Finance and Banking

30-50

https://www.ici-consulting.com

Aventura, United States (US)

Finance and Banking
Finance and Banking

30-50

http://qkapital.com

Lincoln, United States (US)

Finance and Banking
Finance and Banking

20-30

http://www.socialassurance.com

Charlotte, United States (US)

Finance and Banking
Finance and Banking

30-50

http://www.NovaCU.com

Irvine, United States (US)

Finance and Banking
Finance and Banking

20-30

https://www.californiabusinessbank.com

Lincoln, United States (US)

Finance and Banking
Finance and Banking

30-50

http://www.nebankers.org

Morrisville, United States (US)

Finance and Banking
Finance and Banking

10-20

http://www.welcomecu.org

Greensboro, United States (US)

Finance and Banking
Finance and Banking

10-20

http://acclaimfcu.org

Van Wert, United States (US)

Finance and Banking
Finance and Banking

30-50

http://www.greenwaybank.com

Altamonte Springs, United States (US)

Finance and Banking
Finance and Banking

10-20

https://adventhealthcreditunion.org/

Irvine, United States (US)

Finance and Banking
Finance and Banking

10-20

http://www.cb-resource.com

Irvine, United States (US)

Finance and Banking
Finance and Banking

10-20

https://GlobalDealFlow.com

Fullerton, United States (US)

Finance and Banking
Finance and Banking

10-20

http://www.yourcreditunion.com

200/5,267 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.