Financial Services Companies Worldwide
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 12994 companies in this sector. The largest share of listings is based in United States (US). Related sectors on Enterprise League include Accounting, Banking, Auditing, Financial Exports, Asset Management, Financial Exchanges, Angel Investment.
12,994 companies
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Financial Services
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TMG Investments is a private equity fund based in San Diego, California, specializing in strategic investments across Real Estate Development, Agricultural Ventures, and Technology.
We focus on identifying and nurturing innovative projects within these sectors, providing capital and operational expertise to drive growth and deliver exceptional returns.
TMG Investments distinguishes itself through a family-oriented approach, prioritizing the success of all stakeholders and fostering long-term partnerships. Our team comprises experienced entrepreneurs with a proven track record in real estate, hospitality, technology, retail, and fuel distribution, ensuring a deep understanding of market dynamics and operational excellence.
With a strong foundation in financial acumen and market insight, TMG Investments is dedicated to delivering impactful investments and creating lasting value.
We focus on identifying and nurturing innovative projects within these sectors, providing capital and operational expertise to drive growth and deliver exceptional returns.
TMG Investments distinguishes itself through a family-oriented approach, prioritizing the success of all stakeholders and fostering long-term partnerships. Our team comprises experienced entrepreneurs with a proven track record in real estate, hospitality, technology, retail, and fuel distribution, ensuring a deep understanding of market dynamics and operational excellence.
With a strong foundation in financial acumen and market insight, TMG Investments is dedicated to delivering impactful investments and creating lasting value.
Finance
Financial Services
Bedrock Servicing, Inc is a California-based private credit servicing and asset management platform company. We provide a hybrid operating model combining institutional-grade loan servicing with proprietary technology to automate complex asset management, ensure audit-readiness, and eliminate administrative friction.
Bedrock Servicing serves private credit lenders, particularly those dealing with complex loan structures like Real Estate Private Credit (BPL), Bridge/RTL loans, and Specialty Private Credit (ABL), including ABL processing and servicing operations. We help these lenders move beyond fragmented data and manual processes, enabling them to scale their operations and focus on deal-making.
Our expert team, led by a trio of seasoned finance and technology leaders, delivers a disciplined, institutional-grade operating model supported by a scalable platform. We’re committed to transforming private credit operations, providing lenders with the control and defensibility they need to succeed.
Bedrock Servicing serves private credit lenders, particularly those dealing with complex loan structures like Real Estate Private Credit (BPL), Bridge/RTL loans, and Specialty Private Credit (ABL), including ABL processing and servicing operations. We help these lenders move beyond fragmented data and manual processes, enabling them to scale their operations and focus on deal-making.
Our expert team, led by a trio of seasoned finance and technology leaders, delivers a disciplined, institutional-grade operating model supported by a scalable platform. We’re committed to transforming private credit operations, providing lenders with the control and defensibility they need to succeed.
Finance
Financial Services
First Choice Business Brokers Toledo is a leading business brokerage firm based in Toledo, Ohio, specializing in helping entrepreneurs buy or sell businesses across Northwest Ohio and Southeast Michigan.
We connect buyers and sellers of main street and middle market businesses, offering expert valuation, buyer representation, and transactional guidance. Our team of experienced agents, with backgrounds in accounting, legal, banking, and real estate, provides comprehensive support throughout the entire business sales process.
With decades of experience and a national reach, First Choice Business Brokers Toledo leverages local expertise to maximize value for both buyers and sellers. We’ve successfully facilitated over $15 billion in business sales and maintain a robust network connecting businesses with opportunities across North America. We are proud to be part of the ‘Glass City’ and serve a region with a strong manufacturing and distribution base.
Whether you’re looking to sell a profitable business or find the perfect investment opportunity, First Choice Business Brokers Toledo is your trusted partner.
We connect buyers and sellers of main street and middle market businesses, offering expert valuation, buyer representation, and transactional guidance. Our team of experienced agents, with backgrounds in accounting, legal, banking, and real estate, provides comprehensive support throughout the entire business sales process.
With decades of experience and a national reach, First Choice Business Brokers Toledo leverages local expertise to maximize value for both buyers and sellers. We’ve successfully facilitated over $15 billion in business sales and maintain a robust network connecting businesses with opportunities across North America. We are proud to be part of the ‘Glass City’ and serve a region with a strong manufacturing and distribution base.
Whether you’re looking to sell a profitable business or find the perfect investment opportunity, First Choice Business Brokers Toledo is your trusted partner.
Finance
Financial Services
Vivian Capital Group is a New Jersey-based business capital provider specializing in rapid funding solutions for established businesses.
We offer a range of funding options, including Merchant Advance, Short Term Funding, Working Capital, and Growth Capital, designed to help businesses thrive.
Vivian distinguishes itself through its commitment to speed – delivering funds in as little as 24 hours – and a streamlined, hassle-free application process. Our smart capital matching algorithm and instant pre-approval capabilities ensure businesses receive the right financing quickly and efficiently. We’ve delivered over $750 million in funding to businesses nationwide, helping them scale, invest, and grow.
We offer a range of funding options, including Merchant Advance, Short Term Funding, Working Capital, and Growth Capital, designed to help businesses thrive.
Vivian distinguishes itself through its commitment to speed – delivering funds in as little as 24 hours – and a streamlined, hassle-free application process. Our smart capital matching algorithm and instant pre-approval capabilities ensure businesses receive the right financing quickly and efficiently. We’ve delivered over $750 million in funding to businesses nationwide, helping them scale, invest, and grow.
Finance
Financial Services
Build My Scores is a credit restoration and enhancement company based in Plano, Texas, serving consumers and referral partners across the nation.
We specialize in helping individuals increase their credit scores, achieve financial goals, and restore their buying power through expert credit repair services and dispute resolution, leveraging federal credit laws and consumer education.
Our commitment to ‘doing things with excellence’ is underpinned by industry knowledge and a robust technology platform, enabling us to provide comprehensive credit restoration solutions and empower our referral partners – including mortgage, real estate, and banking professionals – to deliver exceptional value to their customers. Founded in 2009, Build My Scores now employs 12 professionals.
We specialize in helping individuals increase their credit scores, achieve financial goals, and restore their buying power through expert credit repair services and dispute resolution, leveraging federal credit laws and consumer education.
Our commitment to ‘doing things with excellence’ is underpinned by industry knowledge and a robust technology platform, enabling us to provide comprehensive credit restoration solutions and empower our referral partners – including mortgage, real estate, and banking professionals – to deliver exceptional value to their customers. Founded in 2009, Build My Scores now employs 12 professionals.
Finance
Financial Services
Fast Auto Loan Approval is a New Jersey-based online car financing specialist dedicated to providing guaranteed affordable car loans to borrowers with bad credit.
We understand that securing a car loan can be challenging, particularly for individuals with low credit scores, limited down payments, or a history of financial difficulties. Our mission is to bridge the gap and offer a straightforward path to car ownership, regardless of your credit history.
Fast Auto Loan Approval works with a nationwide network of lenders to offer a wide range of financing options, including no down payment car loans, subprime auto loans, and loans for first-time buyers. We prioritize customer safety, utilizing 256-bit SSL encryption to protect your personal information.
With a proven track record of high approval rates – 87.4% – and a commitment to transparent lending practices, Fast Auto Loan Approval is a trusted partner in helping you achieve your automotive dreams. We specialize in helping students, first-time buyers, and those seeking a second chance to rebuild their credit.
We understand that securing a car loan can be challenging, particularly for individuals with low credit scores, limited down payments, or a history of financial difficulties. Our mission is to bridge the gap and offer a straightforward path to car ownership, regardless of your credit history.
Fast Auto Loan Approval works with a nationwide network of lenders to offer a wide range of financing options, including no down payment car loans, subprime auto loans, and loans for first-time buyers. We prioritize customer safety, utilizing 256-bit SSL encryption to protect your personal information.
With a proven track record of high approval rates – 87.4% – and a commitment to transparent lending practices, Fast Auto Loan Approval is a trusted partner in helping you achieve your automotive dreams. We specialize in helping students, first-time buyers, and those seeking a second chance to rebuild their credit.
Finance
Financial Services
Frontline Funding is a leading financial partner for staffing agencies and businesses in Orlando, Florida. We provide fast invoice factoring and payroll funding solutions, helping both startups and established firms accelerate their cash flow and achieve their growth goals.
At Frontline Funding, we understand the unique challenges faced by staffing companies – from managing unpaid invoices to scaling operations. Our customized funding options, including invoice factoring and payroll funding, are designed to provide immediate working capital, regardless of your business’s credit history or assets.
We’re committed to delivering a seamless and hassle-free funding experience. With a quick decision process – often within 24 hours – and a dedicated team focused on your success, Frontline Funding is the trusted partner you need to fuel your staffing agency’s growth. We pride ourselves on exceptional customer support and a straightforward approach to financial solutions.
At Frontline Funding, we understand the unique challenges faced by staffing companies – from managing unpaid invoices to scaling operations. Our customized funding options, including invoice factoring and payroll funding, are designed to provide immediate working capital, regardless of your business’s credit history or assets.
We’re committed to delivering a seamless and hassle-free funding experience. With a quick decision process – often within 24 hours – and a dedicated team focused on your success, Frontline Funding is the trusted partner you need to fuel your staffing agency’s growth. We pride ourselves on exceptional customer support and a straightforward approach to financial solutions.
Finance
Financial Services
Corporate Asset Management, LLC is a leading provider of Broker Price Opinions (BPO) and REO management services, headquartered in Los Angeles, California.
We specialize in delivering accurate and reliable property valuations to real estate lenders, financial institutions, and investors across the United States. Our comprehensive suite of services includes AVM (Automated Valuation Models), Hybrid AVMs, and detailed REO value reconciliations, supporting critical decision-making in the mortgage and real estate markets.
With over two decades of experience, Corporate Asset Management leverages cutting-edge technology and a nationwide network of qualified REO agents to streamline property disposition and minimize losses. We are dedicated to providing efficient and effective solutions for managing REO assets, accelerating sales, and maximizing recovery value.
Founded in 2002, CAM has grown to serve clients nationwide, operating from facilities in Los Angeles and Orlando, Florida.
We specialize in delivering accurate and reliable property valuations to real estate lenders, financial institutions, and investors across the United States. Our comprehensive suite of services includes AVM (Automated Valuation Models), Hybrid AVMs, and detailed REO value reconciliations, supporting critical decision-making in the mortgage and real estate markets.
With over two decades of experience, Corporate Asset Management leverages cutting-edge technology and a nationwide network of qualified REO agents to streamline property disposition and minimize losses. We are dedicated to providing efficient and effective solutions for managing REO assets, accelerating sales, and maximizing recovery value.
Founded in 2002, CAM has grown to serve clients nationwide, operating from facilities in Los Angeles and Orlando, Florida.
Finance
Financial Services
Crowned Credit is a Greensboro, North Carolina-based credit repair agency dedicated to helping individuals nationwide rebuild and improve their credit scores.
We specialize in removing negative items such as collections, late payments, and bankruptcies from your credit reports, empowering you to achieve financial freedom and unlock opportunities like homeownership and auto loans.
Unlike other credit repair services, Crowned Credit focuses on strategic dispute resolution and comprehensive credit report analysis, utilizing proven methods to achieve significant score improvements – with initial results often seen within 30-60 days. Our commitment to client success is reflected in our 4.9-star rating based on over 1,000 verified reviews and our A+ rating with the Better Business Bureau.
We’ve helped over 1,000 clients nationwide achieve substantial credit score increases, demonstrating our consistent ability to deliver tangible results. Let Crowned Credit be your trusted partner on the path to a brighter financial future.
We specialize in removing negative items such as collections, late payments, and bankruptcies from your credit reports, empowering you to achieve financial freedom and unlock opportunities like homeownership and auto loans.
Unlike other credit repair services, Crowned Credit focuses on strategic dispute resolution and comprehensive credit report analysis, utilizing proven methods to achieve significant score improvements – with initial results often seen within 30-60 days. Our commitment to client success is reflected in our 4.9-star rating based on over 1,000 verified reviews and our A+ rating with the Better Business Bureau.
We’ve helped over 1,000 clients nationwide achieve substantial credit score increases, demonstrating our consistent ability to deliver tangible results. Let Crowned Credit be your trusted partner on the path to a brighter financial future.
Finance
Financial Services
Loandrone, Inc is a leading mortgage lending company headquartered in Irvine, California, dedicated to delivering exceptional home financing solutions across the United States.
We specialize in providing a comprehensive range of mortgage products, including purchase loans, refinance options, and cash-out refinancing, helping individuals and families achieve their real estate goals.
What sets Loandrone apart is our commitment to personalized service and our extensive network of loan programs, ensuring our clients receive the most competitive rates and tailored solutions. We pride ourselves on our dedication to customer satisfaction and financial wellness, offering expert guidance every step of the way.
With over 20 years of experience, Loandrone, Inc. has funded over $1 billion in residential mortgages, serving customers in 650+ communities nationwide and maintaining a 5-star customer rating. We are committed to providing a seamless and stress-free mortgage experience.
We specialize in providing a comprehensive range of mortgage products, including purchase loans, refinance options, and cash-out refinancing, helping individuals and families achieve their real estate goals.
What sets Loandrone apart is our commitment to personalized service and our extensive network of loan programs, ensuring our clients receive the most competitive rates and tailored solutions. We pride ourselves on our dedication to customer satisfaction and financial wellness, offering expert guidance every step of the way.
With over 20 years of experience, Loandrone, Inc. has funded over $1 billion in residential mortgages, serving customers in 650+ communities nationwide and maintaining a 5-star customer rating. We are committed to providing a seamless and stress-free mortgage experience.
Finance
Financial Services
Fortiv Wealth Management is a multi-disciplinary private wealth firm based in Orlando, Florida, dedicated to providing comprehensive financial planning services to professionals and families.
We specialize in developing and managing investment plans, designing employee benefit plans, and planning for long-term care and estate needs. Our approach centers on understanding your unique aspirations and challenges, transforming them into strategic financial action.
Founded in 1961 by Tony Moreno Sr., Fortiv Wealth Group has a proud tradition of customer service excellence, built on a foundation of respect, integrity, and communication. Today, with a team of experienced professionals, we continue to honor this legacy while embracing innovative planning tools and modern wealth strategies, ensuring your future is our focus. Wealth with a Purpose.
We specialize in developing and managing investment plans, designing employee benefit plans, and planning for long-term care and estate needs. Our approach centers on understanding your unique aspirations and challenges, transforming them into strategic financial action.
Founded in 1961 by Tony Moreno Sr., Fortiv Wealth Group has a proud tradition of customer service excellence, built on a foundation of respect, integrity, and communication. Today, with a team of experienced professionals, we continue to honor this legacy while embracing innovative planning tools and modern wealth strategies, ensuring your future is our focus. Wealth with a Purpose.
Finance
Financial Services
Mountain Peak Wealth Solutions is a financial services firm based in Portland, Oregon, dedicated to helping individuals, families, and businesses achieve lasting financial well-being.
We partner with National Life Group and True Path Financial to provide comprehensive financial planning, encompassing insurance, investment, business, and retirement strategies. Our approach centers on delivering clarity and reducing uncertainty through educated insights, allowing our clients to confidently navigate every stage of life.
As a trusted advisor, Mountain Peak Wealth Solutions offers personalized guidance and access to industry-leading financial solutions, built on a foundation of expertise, objectivity, and a long-standing commitment to our clients’ success. We pride ourselves on building strong, lasting relationships, prioritizing loyalty and results over mere numbers.
Founded in 1993, Mountain Peak Wealth Solutions has grown to serve clients across Oregon, Montana, and California, demonstrating a consistent track record of delivering exceptional financial outcomes.
We partner with National Life Group and True Path Financial to provide comprehensive financial planning, encompassing insurance, investment, business, and retirement strategies. Our approach centers on delivering clarity and reducing uncertainty through educated insights, allowing our clients to confidently navigate every stage of life.
As a trusted advisor, Mountain Peak Wealth Solutions offers personalized guidance and access to industry-leading financial solutions, built on a foundation of expertise, objectivity, and a long-standing commitment to our clients’ success. We pride ourselves on building strong, lasting relationships, prioritizing loyalty and results over mere numbers.
Founded in 1993, Mountain Peak Wealth Solutions has grown to serve clients across Oregon, Montana, and California, demonstrating a consistent track record of delivering exceptional financial outcomes.
Finance
Financial Services
Cash Management, LLC is a Plano, Texas-based asset management company specializing in the international sales and distribution of payment solutions for under-banked and un-banked consumers.
We provide a comprehensive suite of services, including the issuance of open and closed-loop payment cards – both plastic and virtual – alongside pre-loaded and re-loadable prepaid cards, gift cards, and rebate cards.
Cash Management, LLC leverages a unique web-based community to market these branded and generic payment products, addressing the specific needs of underserved populations. Our focus is on effective investment management and the strategic collection of bulk consumer debt, offering a holistic approach to financial solutions.
Founded in 1992, we’ve grown to a team of 7 professionals, dedicated to expanding access to secure and reliable payment options globally.
We provide a comprehensive suite of services, including the issuance of open and closed-loop payment cards – both plastic and virtual – alongside pre-loaded and re-loadable prepaid cards, gift cards, and rebate cards.
Cash Management, LLC leverages a unique web-based community to market these branded and generic payment products, addressing the specific needs of underserved populations. Our focus is on effective investment management and the strategic collection of bulk consumer debt, offering a holistic approach to financial solutions.
Founded in 1992, we’ve grown to a team of 7 professionals, dedicated to expanding access to secure and reliable payment options globally.
Finance
Financial Services
ValueInvesting.io is a Jersey City, NJ-based financial technology company specializing in automated valuation analysis. We provide a comprehensive platform for investors and researchers seeking to identify undervalued stocks globally.
Our core service is delivering accurate intrinsic value for over 45,000 public companies worldwide using sophisticated Discounted Cash Flow (DCF) and Weighted Average Cost of Capital (WACC) models.
ValueInvesting.io stands out through its global coverage, automated valuation process, and AI-powered SEC filings search, offering institutional-quality resources previously accessible only to Wall Street professionals. We empower investors to make data-driven decisions and outperform the market.
Launched in 2020, ValueInvesting.io has rapidly grown to serve a diverse clientele, including investment firms, research teams, and individual investors. We are committed to providing reliable, accessible, and powerful valuation tools.
Our core service is delivering accurate intrinsic value for over 45,000 public companies worldwide using sophisticated Discounted Cash Flow (DCF) and Weighted Average Cost of Capital (WACC) models.
ValueInvesting.io stands out through its global coverage, automated valuation process, and AI-powered SEC filings search, offering institutional-quality resources previously accessible only to Wall Street professionals. We empower investors to make data-driven decisions and outperform the market.
Launched in 2020, ValueInvesting.io has rapidly grown to serve a diverse clientele, including investment firms, research teams, and individual investors. We are committed to providing reliable, accessible, and powerful valuation tools.
Finance
Financial Services
FSCFR LLC is a leading provider of financial technology solutions, specializing in connecting asset management with cutting-edge technology development.
Based in New York City, we deliver tailored expert solutions to institutions worldwide, offering advanced financial advisory tools designed to help clients achieve their financial goals and maintain a competitive edge.
Our fintech platform leverages AI-powered technology, including real-time data integration and machine learning models, to provide predictive analytics and market trend forecasting. We focus on empowering institutions with intelligent decision-making capabilities through customizable solutions.
Founded in 2023, FSCFR LLC has quickly established itself as a trusted partner for institutions seeking to modernize their investment strategies and navigate the complexities of global markets. We are committed to innovation and delivering exceptional value to our clients.
Based in New York City, we deliver tailored expert solutions to institutions worldwide, offering advanced financial advisory tools designed to help clients achieve their financial goals and maintain a competitive edge.
Our fintech platform leverages AI-powered technology, including real-time data integration and machine learning models, to provide predictive analytics and market trend forecasting. We focus on empowering institutions with intelligent decision-making capabilities through customizable solutions.
Founded in 2023, FSCFR LLC has quickly established itself as a trusted partner for institutions seeking to modernize their investment strategies and navigate the complexities of global markets. We are committed to innovation and delivering exceptional value to our clients.
Finance
Financial Services
C1 Wealth Management is a Washington-based financial advisory firm dedicated to helping individuals, families, and businesses achieve long-term financial security.
We specialize in creating personalized financial plans encompassing retirement, investment, and insurance strategies, all underpinned by a client-centric approach. Our team of experienced professionals provides comprehensive guidance, from initial assessments through ongoing portfolio management.
What sets C1 Wealth Management apart is our commitment to understanding each client’s unique goals and risk tolerance, combined with a data-driven investment philosophy. We offer the C1 Check-Up, a thorough financial review designed to provide a roadmap for achieving your financial aspirations. We are a fiduciary, putting your needs first.
Founded in 2021, C1 Wealth Management has quickly established a reputation for integrity and expertise, serving clients across Washington, Alaska, Idaho, and beyond. We are a member of FINRA/SIPC and affiliated with Independent Financial Group, LLC (IFG).
We specialize in creating personalized financial plans encompassing retirement, investment, and insurance strategies, all underpinned by a client-centric approach. Our team of experienced professionals provides comprehensive guidance, from initial assessments through ongoing portfolio management.
What sets C1 Wealth Management apart is our commitment to understanding each client’s unique goals and risk tolerance, combined with a data-driven investment philosophy. We offer the C1 Check-Up, a thorough financial review designed to provide a roadmap for achieving your financial aspirations. We are a fiduciary, putting your needs first.
Founded in 2021, C1 Wealth Management has quickly established a reputation for integrity and expertise, serving clients across Washington, Alaska, Idaho, and beyond. We are a member of FINRA/SIPC and affiliated with Independent Financial Group, LLC (IFG).
Finance
Financial Services
Collaborative Wealth is a financial planning and integrated wealth management firm based in Lake Mary, Florida.
We provide comprehensive wealth planning, investment advisory, and retirement solutions to help individuals and families achieve their financial goals.
Our team of experienced professionals offers personalized service and impartial asset management, focusing on building a strong financial foundation and guiding clients through every stage of life.
Collaborative Wealth is committed to integrity, trust, and delivering exceptional results for our clients.
We provide comprehensive wealth planning, investment advisory, and retirement solutions to help individuals and families achieve their financial goals.
Our team of experienced professionals offers personalized service and impartial asset management, focusing on building a strong financial foundation and guiding clients through every stage of life.
Collaborative Wealth is committed to integrity, trust, and delivering exceptional results for our clients.
Finance
Financial Services
Genesis Investment Management LLC is a USA-based investment advisory and asset management firm committed to generating long-term value for our stakeholders through disciplined capital allocation and strategic investments across high-growth sectors.
We deploy capital across institutional-grade investments in sectors like Real Estate, Energy & Sustainability, Deep Tech, and Private Aviation & Special aircrafts, focusing on the United States, India, Singapore, and Dubai – markets offering scale, innovation, and strong economic fundamentals.
Genesis Investment Management LLC operates with institutional-grade governance, compliance, and transparency, ensuring every investment meets rigorous fiduciary standards. Our leadership team, led by Amruta Dekatey and Pravin Patil, brings decades of experience in finance, investment, and sustainability, driving the firm’s growth and success across diverse markets.
We are currently issuing bonds and raising capital to support real economy growth and future-forward innovation.
We deploy capital across institutional-grade investments in sectors like Real Estate, Energy & Sustainability, Deep Tech, and Private Aviation & Special aircrafts, focusing on the United States, India, Singapore, and Dubai – markets offering scale, innovation, and strong economic fundamentals.
Genesis Investment Management LLC operates with institutional-grade governance, compliance, and transparency, ensuring every investment meets rigorous fiduciary standards. Our leadership team, led by Amruta Dekatey and Pravin Patil, brings decades of experience in finance, investment, and sustainability, driving the firm’s growth and success across diverse markets.
We are currently issuing bonds and raising capital to support real economy growth and future-forward innovation.
Finance
Financial Services
BankerValuation is a leading provider of business valuation tools and data for the underwriting community, based in the Greater Tampa Bay Area, Florida.
Since 2001, we’ve empowered lenders, wealth advisors, and SBA professionals with our web-based business valuation calculator. This tool leverages our extensive internal comparables database to deliver accurate and reliable business valuations in just 15 minutes.
Our focus on ‘main street’ businesses – those with annual revenues between $250,000 and $5 million – combined with our acceptance by the SBA for loans under $250,000, makes us a trusted resource for assessing business value and ensuring reasonable purchase prices. We support conventional lenders, wealth management planning, and lending service providers, offering a critical component to their client’s success.
Since 2001, we’ve empowered lenders, wealth advisors, and SBA professionals with our web-based business valuation calculator. This tool leverages our extensive internal comparables database to deliver accurate and reliable business valuations in just 15 minutes.
Our focus on ‘main street’ businesses – those with annual revenues between $250,000 and $5 million – combined with our acceptance by the SBA for loans under $250,000, makes us a trusted resource for assessing business value and ensuring reasonable purchase prices. We support conventional lenders, wealth management planning, and lending service providers, offering a critical component to their client’s success.
Finance
Financial Services
Rapid Cash Advances, Inc. is an established financial services provider based in Orlando, Florida, specializing in short-term cash advances and payday loans.
We provide convenient access to funds for individuals and small businesses facing immediate financial needs. Our core service, the Cash Advance, allows customers to receive up to $500, often referred to as a Payday Loan or Payday Advance, with no credit check. We handle the process of cashing personal checks and holding funds until the customer’s next payday, offering a fast and reliable solution.
Rapid Cash Advances distinguishes itself through its extensive network of financial service centers across Florida, offering accessibility and personalized support. Founded in 1995, we’ve built a reputation for speed and transparency, serving a diverse clientele with a commitment to responsible lending practices. We operate 11 locations throughout Florida, including Orlando, Winter Haven, and Kissimmee.
We provide convenient access to funds for individuals and small businesses facing immediate financial needs. Our core service, the Cash Advance, allows customers to receive up to $500, often referred to as a Payday Loan or Payday Advance, with no credit check. We handle the process of cashing personal checks and holding funds until the customer’s next payday, offering a fast and reliable solution.
Rapid Cash Advances distinguishes itself through its extensive network of financial service centers across Florida, offering accessibility and personalized support. Founded in 1995, we’ve built a reputation for speed and transparency, serving a diverse clientele with a commitment to responsible lending practices. We operate 11 locations throughout Florida, including Orlando, Winter Haven, and Kissimmee.
Finance
Financial Services
United Credit Solutions is a leading credit debt consolidation service provider based in Irvine, California.
We help individuals across the United States manage and reduce their outstanding credit card debt, offering a straightforward and transparent solution to regain financial control.
Unlike traditional debt consolidation loans, United Credit Solutions operates on a one-time processing fee, tailored to your specific balance, eliminating ongoing monthly payments and providing immediate relief. We are a BBB Accredited Business, committed to honesty and providing exceptional customer service.
Our experienced team works closely with clients to develop personalized debt management strategies, ensuring a clear path to financial wellness. We specialize in simplifying the debt consolidation process, making it accessible and manageable for everyone.
We help individuals across the United States manage and reduce their outstanding credit card debt, offering a straightforward and transparent solution to regain financial control.
Unlike traditional debt consolidation loans, United Credit Solutions operates on a one-time processing fee, tailored to your specific balance, eliminating ongoing monthly payments and providing immediate relief. We are a BBB Accredited Business, committed to honesty and providing exceptional customer service.
Our experienced team works closely with clients to develop personalized debt management strategies, ensuring a clear path to financial wellness. We specialize in simplifying the debt consolidation process, making it accessible and manageable for everyone.
Finance
Financial Services
RankMiner is a US-based provider of predictive voice analytics, specializing in call center optimization and revenue growth.
We help businesses, particularly in the Financial Services sector, including collection agencies and inside sales teams, unlock the hidden potential within their call data. Our platform analyzes 100% of customer interactions, identifying high-value prospects and optimizing agent performance through advanced Machine Learning models.
RankMiner’s unique approach, leveraging 176+ features to assess emotional behavior and tone, delivers actionable insights to reduce operating costs and maximize profits. We are dedicated to transforming how businesses approach customer engagement and agent effectiveness, driving significant improvements in key performance indicators.
We help businesses, particularly in the Financial Services sector, including collection agencies and inside sales teams, unlock the hidden potential within their call data. Our platform analyzes 100% of customer interactions, identifying high-value prospects and optimizing agent performance through advanced Machine Learning models.
RankMiner’s unique approach, leveraging 176+ features to assess emotional behavior and tone, delivers actionable insights to reduce operating costs and maximize profits. We are dedicated to transforming how businesses approach customer engagement and agent effectiveness, driving significant improvements in key performance indicators.
Finance
Financial Services
Advocate Financial is a Florida-based financial services firm specializing in retirement and estate planning for individuals and organizations. We help our clients achieve growth, protection, and guaranteed retirement income through comprehensive services like FRS planning, IRA/Roth IRA/401k management, and life insurance. As a husband-and-wife team, Todd and Amy West are committed to providing unbiased financial advice and promoting financial literacy within the community.
Our approach centers on safe money strategies and maximizing benefits from programs like the Federal Employee Retirement System (FERS) and the Thrift Savings Plan (TSP). We offer tailored solutions designed to meet individual needs and provide peace of mind.
Advocate Financial is dedicated to simplifying complex financial concepts and empowering clients to make informed decisions about their future. We are licensed by the State Department of Financial Services and committed to upholding the highest standards of professional integrity.
Our approach centers on safe money strategies and maximizing benefits from programs like the Federal Employee Retirement System (FERS) and the Thrift Savings Plan (TSP). We offer tailored solutions designed to meet individual needs and provide peace of mind.
Advocate Financial is dedicated to simplifying complex financial concepts and empowering clients to make informed decisions about their future. We are licensed by the State Department of Financial Services and committed to upholding the highest standards of professional integrity.
Finance
Financial Services
Parkway Wealth Management Group is a trusted financial advisor based in Plano, Texas, dedicated to providing personalized wealth management solutions.
We specialize in helping individuals and families in the Dallas-Fort Worth area achieve their long-term financial goals. Our team at Parkway Wealth Management Group understands that financial planning extends beyond simply investing; it’s about safeguarding your entire financial future.
As part of Raymond James, we offer a comprehensive suite of services, including retirement planning, estate planning, investment management, and insurance solutions. We take a 360-degree approach to understand your unique circumstances and build a tailored plan to protect and grow your wealth for generations. We prioritize building lasting relationships with our clients, offering a client-centric approach and conservative values.
We specialize in helping individuals and families in the Dallas-Fort Worth area achieve their long-term financial goals. Our team at Parkway Wealth Management Group understands that financial planning extends beyond simply investing; it’s about safeguarding your entire financial future.
As part of Raymond James, we offer a comprehensive suite of services, including retirement planning, estate planning, investment management, and insurance solutions. We take a 360-degree approach to understand your unique circumstances and build a tailored plan to protect and grow your wealth for generations. We prioritize building lasting relationships with our clients, offering a client-centric approach and conservative values.
Finance
Financial Services
MC Capital Ventures is a leading investment firm based in Irvine, California, specializing in real estate, private companies, and blockchain/cryptocurrencies.
We focus on identifying and investing in innovative companies and technologies, with a particular interest in the rapidly evolving world of digital assets. Our approach centers on patient capital and strategic guidance, helping our portfolio companies achieve global reach and sustainable growth.
At MC Capital Ventures, we pride ourselves on attracting exceptional talent and fostering a culture of integrity and independent thinking. We’re dedicated to building long-term value and shaping the future of investment across diverse sectors. We provide more than just capital; we offer strategic connections and support to drive our partners’ success.
We focus on identifying and investing in innovative companies and technologies, with a particular interest in the rapidly evolving world of digital assets. Our approach centers on patient capital and strategic guidance, helping our portfolio companies achieve global reach and sustainable growth.
At MC Capital Ventures, we pride ourselves on attracting exceptional talent and fostering a culture of integrity and independent thinking. We’re dedicated to building long-term value and shaping the future of investment across diverse sectors. We provide more than just capital; we offer strategic connections and support to drive our partners’ success.
Finance
Financial Services
Home Loan Enterprise is a leading mortgage lender based in Irvine, California, specializing in providing competitive rates and expert guidance to clients across the United States.
We assist individuals and families in securing home loans, including conventional, FHA, VA, and Non-QM options, empowering them to achieve their real estate goals. Our experienced team focuses on delivering personalized service and simplifying the mortgage process.
Since 2004, Home Loan Enterprise has built a strong reputation for integrity and commitment to client satisfaction, funding billions in loans and helping hundreds of clients save money on their mortgages. We are an NMLS ID: 246523 Equal Housing Lender.
We assist individuals and families in securing home loans, including conventional, FHA, VA, and Non-QM options, empowering them to achieve their real estate goals. Our experienced team focuses on delivering personalized service and simplifying the mortgage process.
Since 2004, Home Loan Enterprise has built a strong reputation for integrity and commitment to client satisfaction, funding billions in loans and helping hundreds of clients save money on their mortgages. We are an NMLS ID: 246523 Equal Housing Lender.
Finance
Financial Services
Legacy Wealth Planner, LLC is a Plano, Texas-based financial planning firm specializing in creating customized financial plans for both individuals and businesses.
We help our clients achieve their short-term and long-term financial goals through comprehensive planning strategies. Our services encompass retirement planning, investment management, estate planning, and tax optimization – all designed to provide peace of mind and secure financial futures.
Legacy Wealth Planner focuses on building lasting relationships with our clients, offering personalized attention and expert guidance. We work closely with each client to understand their unique circumstances and develop tailored solutions. We are a registered investment advisor (RIA) and work with Saxony Securities, Inc. to provide a full suite of financial services.
Our commitment to client success is at the heart of everything we do, and we strive to be a trusted partner in navigating the complexities of wealth management.
We help our clients achieve their short-term and long-term financial goals through comprehensive planning strategies. Our services encompass retirement planning, investment management, estate planning, and tax optimization – all designed to provide peace of mind and secure financial futures.
Legacy Wealth Planner focuses on building lasting relationships with our clients, offering personalized attention and expert guidance. We work closely with each client to understand their unique circumstances and develop tailored solutions. We are a registered investment advisor (RIA) and work with Saxony Securities, Inc. to provide a full suite of financial services.
Our commitment to client success is at the heart of everything we do, and we strive to be a trusted partner in navigating the complexities of wealth management.
Finance
Financial Services
Redbridge Securities is a Plano, Texas-based technology-enabled brokerage firm specializing in providing connectivity to the US capital markets.
We empower fintechs, brokers, and advisors with innovative embedded technology solutions, enabling them to create unique investing experiences for their clients. Our APIs and platforms facilitate seamless, transparent discovery, buying, trading, and management of US listed stocks and ETFs.
Redbridge Securities LLC, a FINRA and SIPC member, is dedicated to transforming how individuals achieve their financial goals through technology and infrastructure, forging long-term partnerships to bring investing visions to life.
We empower fintechs, brokers, and advisors with innovative embedded technology solutions, enabling them to create unique investing experiences for their clients. Our APIs and platforms facilitate seamless, transparent discovery, buying, trading, and management of US listed stocks and ETFs.
Redbridge Securities LLC, a FINRA and SIPC member, is dedicated to transforming how individuals achieve their financial goals through technology and infrastructure, forging long-term partnerships to bring investing visions to life.
Finance
Financial Services
North Texas Certified Development Corporation is a Plano, Texas-based lending organization specializing in SBA 504 loans and providing crucial financing to small businesses across Texas.
We offer long-term, fixed-interest financing – as low as 5.955% – for capital expansions and equipment purchases, providing a valuable alternative to traditional short-term loans.
NTCDC operates under the guidelines of the U.S. Small Business Administration’s Section 504 Certified Development Company program, guaranteeing 100% repayment of debentures and ensuring a smooth and efficient SBA borrowing experience for our clients. With over 100 years of combined SBA experience, our dedicated team of loan officers and underwriters are committed to supporting small business growth.
We offer long-term, fixed-interest financing – as low as 5.955% – for capital expansions and equipment purchases, providing a valuable alternative to traditional short-term loans.
NTCDC operates under the guidelines of the U.S. Small Business Administration’s Section 504 Certified Development Company program, guaranteeing 100% repayment of debentures and ensuring a smooth and efficient SBA borrowing experience for our clients. With over 100 years of combined SBA experience, our dedicated team of loan officers and underwriters are committed to supporting small business growth.
Finance
Financial Services
Strategic Wealth Group is a Tallahassee, Florida-based financial planning firm specializing in retirement, estate, investment, and insurance strategies for individuals and business owners.
We serve a diverse clientele across 31 states, providing personalized, hands-on service to help them protect, grow, enjoy, and transfer their wealth. Our team of experienced professionals offers over 75 combined years of expertise, guiding clients through life transitions and addressing critical financial concerns like outliving their savings.
What sets Strategic Wealth Group apart is our holistic approach, combining cash flow planning, small business guidance, and a commitment to long-term financial security. We’re dedicated to helping our clients achieve their goals and build a secure future. Forbes Top Financial Security Professionals John Lentz has recently ranked amongst the top financial security professionals in America, landing on Forbes Top 100 Financial Security Professionals list ranking #24 Nationally and #1 Best-In-State for Florida.
We serve a diverse clientele across 31 states, providing personalized, hands-on service to help them protect, grow, enjoy, and transfer their wealth. Our team of experienced professionals offers over 75 combined years of expertise, guiding clients through life transitions and addressing critical financial concerns like outliving their savings.
What sets Strategic Wealth Group apart is our holistic approach, combining cash flow planning, small business guidance, and a commitment to long-term financial security. We’re dedicated to helping our clients achieve their goals and build a secure future. Forbes Top Financial Security Professionals John Lentz has recently ranked amongst the top financial security professionals in America, landing on Forbes Top 100 Financial Security Professionals list ranking #24 Nationally and #1 Best-In-State for Florida.
Finance
Financial Services
OmniPay Solution is a US-based provider of innovative Point of Sale (POS) software solutions for retail and hospitality businesses.
We specialize in developing and delivering user-friendly, reliable POS systems designed to streamline operations, enhance customer experiences, and drive sales growth. Our software integrates seamlessly with existing systems, offering key features like inventory management, sales tracking, CRM, and real-time analytics – essential tools for modern businesses.
OmniPay Solution’s commitment to innovation, reliability, and customer satisfaction makes us a trusted partner for stores, malls, and other retail environments seeking to optimize their performance. We offer scalable solutions adaptable to businesses of all sizes, from small startups to large enterprises.
With a growing team and a strategic presence in New Jersey and India, OmniPay Solution is dedicated to empowering businesses with cutting-edge technology.
We specialize in developing and delivering user-friendly, reliable POS systems designed to streamline operations, enhance customer experiences, and drive sales growth. Our software integrates seamlessly with existing systems, offering key features like inventory management, sales tracking, CRM, and real-time analytics – essential tools for modern businesses.
OmniPay Solution’s commitment to innovation, reliability, and customer satisfaction makes us a trusted partner for stores, malls, and other retail environments seeking to optimize their performance. We offer scalable solutions adaptable to businesses of all sizes, from small startups to large enterprises.
With a growing team and a strategic presence in New Jersey and India, OmniPay Solution is dedicated to empowering businesses with cutting-edge technology.
Finance
Financial Services
Luminate Wealth Management & Insurance Services is a leading wealth management firm based in Irvine, California, dedicated to providing comprehensive financial planning and investment solutions to individuals and families.
We specialize in guiding our clients through every stage of life, from retirement planning and estate strategies to business succession and charitable giving. Our approach centers on building long-term, collaborative partnerships, ensuring we understand your unique goals and aspirations.
At Luminate, we prioritize clarity, organization, and proactive planning, helping you navigate complex financial decisions with confidence. We are committed to delivering reliable, objective, and educational advice, empowering you to live boldly and pursue your dreams. We work closely with your other trusted advisors to create a cohesive and supportive financial ecosystem.
Founded in 2005, Luminate Wealth Management & Insurance Services has grown to serve a diverse clientele, consistently earning the trust of generations through our dedication to exceptional service and personalized attention.
We specialize in guiding our clients through every stage of life, from retirement planning and estate strategies to business succession and charitable giving. Our approach centers on building long-term, collaborative partnerships, ensuring we understand your unique goals and aspirations.
At Luminate, we prioritize clarity, organization, and proactive planning, helping you navigate complex financial decisions with confidence. We are committed to delivering reliable, objective, and educational advice, empowering you to live boldly and pursue your dreams. We work closely with your other trusted advisors to create a cohesive and supportive financial ecosystem.
Founded in 2005, Luminate Wealth Management & Insurance Services has grown to serve a diverse clientele, consistently earning the trust of generations through our dedication to exceptional service and personalized attention.
Finance
Financial Services
Heritage Financial Corporation is a leading residential and commercial mortgage broker based in Jersey City, New Jersey.
For over 30 years, we’ve been dedicated to helping families and individuals across New Jersey achieve their homeownership dreams, providing expert guidance and tailored financing solutions. We understand the unique challenges faced by our local communities and pride ourselves on building strong, long-term relationships with our clients.
At Heritage Financial, we offer a consultative approach, meticulously analyzing your financial situation and providing clear, unbiased advice to help you make informed decisions. Our team of experienced mortgage professionals, fluent in multiple languages including Hindi, Gujarati, Nepali, Spanish, and Arabic, is committed to making the home financing process accessible and stress-free.
We’re proud to be recognized as one of the top mortgage providers in Jersey City, consistently delivering exceptional service and competitive rates. We support more Americans as they navigate residential and commercial financing.
For over 30 years, we’ve been dedicated to helping families and individuals across New Jersey achieve their homeownership dreams, providing expert guidance and tailored financing solutions. We understand the unique challenges faced by our local communities and pride ourselves on building strong, long-term relationships with our clients.
At Heritage Financial, we offer a consultative approach, meticulously analyzing your financial situation and providing clear, unbiased advice to help you make informed decisions. Our team of experienced mortgage professionals, fluent in multiple languages including Hindi, Gujarati, Nepali, Spanish, and Arabic, is committed to making the home financing process accessible and stress-free.
We’re proud to be recognized as one of the top mortgage providers in Jersey City, consistently delivering exceptional service and competitive rates. We support more Americans as they navigate residential and commercial financing.
Finance
Financial Services
PRE Real Estate is a leading Commercial Real Estate advisory and brokerage firm serving clients in New Jersey and beyond.
For over 76 years, PRE has been dedicated to providing expert guidance on all asset classes, including industrial property, development properties, and existing investments. We help clients maximize the value of their real estate holdings and achieve their long-term investment goals.
Our approach centers on a deep understanding of market trends, combined with a commitment to personalized service. We specialize in off-market properties, lease or sale transactions, and development consulting, ensuring our clients make informed decisions. We are a trusted partner for businesses and investors seeking strategic real estate solutions.
PRE Real Estate offers comprehensive services, from initial property assessments to final transaction closings, backed by a team of experienced professionals.
For over 76 years, PRE has been dedicated to providing expert guidance on all asset classes, including industrial property, development properties, and existing investments. We help clients maximize the value of their real estate holdings and achieve their long-term investment goals.
Our approach centers on a deep understanding of market trends, combined with a commitment to personalized service. We specialize in off-market properties, lease or sale transactions, and development consulting, ensuring our clients make informed decisions. We are a trusted partner for businesses and investors seeking strategic real estate solutions.
PRE Real Estate offers comprehensive services, from initial property assessments to final transaction closings, backed by a team of experienced professionals.
Finance
Financial Services
Multipli is a leading provider of software vendor financing and business payment plans for equipment purchases, operating across Australia, the United Kingdom, and North America. Since our inception in 2008, we’ve financed over 20,000 deals, providing a vital service to software vendors, IT & Telco companies, clean energy providers, and commercial equipment sellers.
We simplify the sales process by offering flexible payment plans that allow vendors to close deals more effectively, reduce sales-based friction, and accelerate their sales pipeline. Our end-to-end digital platform streamlines the financing process, offering electronic signing and faster upgrade paths.
Multipli’s unique approach – providing finance to your customers and their businesses, which we call payment plans – gives us a significant competitive advantage. We handle non-standard payment terms, freeing vendors from the constraints of traditional 90-day cycles, and we take on the risk, allowing you to focus on revenue. We are committed to providing fast, simple, and responsive financing solutions.
Multipli is a privately held company with a growing team of 24 professionals, headquartered in North Sydney, NSW, Australia, with UK and US offices as well.
We simplify the sales process by offering flexible payment plans that allow vendors to close deals more effectively, reduce sales-based friction, and accelerate their sales pipeline. Our end-to-end digital platform streamlines the financing process, offering electronic signing and faster upgrade paths.
Multipli’s unique approach – providing finance to your customers and their businesses, which we call payment plans – gives us a significant competitive advantage. We handle non-standard payment terms, freeing vendors from the constraints of traditional 90-day cycles, and we take on the risk, allowing you to focus on revenue. We are committed to providing fast, simple, and responsive financing solutions.
Multipli is a privately held company with a growing team of 24 professionals, headquartered in North Sydney, NSW, Australia, with UK and US offices as well.
Finance
Financial Services
appli Home Loans is a leading mortgage broker and home loan provider based in Orlando, Florida. We are transforming the home loan process through enhanced technology, providing speed, convenience, and an unparalleled customer journey.
We specialize in helping homebuyers secure financing for conventional, FHA, VA, and HELOC loans, simplifying the entire process. Our mission is to provide expert guidance and personalized solutions tailored to each client’s unique needs, leveraging technology and embracing innovation.
At appli, we believe in leveling up the home-buying experience, challenging ourselves to elevate in all arenas and unlocking new abilities. We’re committed to building strong communities and supporting local causes. NMLS#2245566
We specialize in helping homebuyers secure financing for conventional, FHA, VA, and HELOC loans, simplifying the entire process. Our mission is to provide expert guidance and personalized solutions tailored to each client’s unique needs, leveraging technology and embracing innovation.
At appli, we believe in leveling up the home-buying experience, challenging ourselves to elevate in all arenas and unlocking new abilities. We’re committed to building strong communities and supporting local causes. NMLS#2245566
Finance
Financial Services
Lionsmark Capital is a premium financing intermediary firm based in Irvine, California, specializing in leveraged index arbitrage solutions for agents and advisors.
We empower financial professionals – including CPAs, attorneys, and advisors – to help their clients explore estate tax planning, tax-free retirement strategies, and premium financed life insurance options.
Lionsmark Capital distinguishes itself by offering unparalleled transparency and access to a vast network of A-rated life insurance carriers and banks, providing a robust platform for premium financing transactions. Founded in 2017 by Darren Sugiyama, Lionsmark Capital has rapidly grown to become a recognized leader in the industry, boasting a team of experienced professionals dedicated to delivering exceptional service and innovative solutions.
Our team includes Darren Sugiyama, Founder & CEO, Emilia Sugiyama, Chief Operations Officer, Brian Johnson, VP of National Accounts, Jeff Reid, Senior Business Development Consultant, and Lionel Adams, Senior Sales Associate. We are committed to fostering strong relationships with our partners and clients, driving success through expertise and integrity.
We empower financial professionals – including CPAs, attorneys, and advisors – to help their clients explore estate tax planning, tax-free retirement strategies, and premium financed life insurance options.
Lionsmark Capital distinguishes itself by offering unparalleled transparency and access to a vast network of A-rated life insurance carriers and banks, providing a robust platform for premium financing transactions. Founded in 2017 by Darren Sugiyama, Lionsmark Capital has rapidly grown to become a recognized leader in the industry, boasting a team of experienced professionals dedicated to delivering exceptional service and innovative solutions.
Our team includes Darren Sugiyama, Founder & CEO, Emilia Sugiyama, Chief Operations Officer, Brian Johnson, VP of National Accounts, Jeff Reid, Senior Business Development Consultant, and Lionel Adams, Senior Sales Associate. We are committed to fostering strong relationships with our partners and clients, driving success through expertise and integrity.
Finance
Financial Services
NETS Inc is a leading electronic funds transfer services provider based in Lincoln, Nebraska. For over 60 years, we’ve evolved from a simple ATM and point-of-sale transaction processor to a comprehensive solutions provider supporting 350 financial institutions across the Midwest.
We serve a diverse range of clients, including telecommunications companies, card production facilities, and other businesses requiring secure and reliable electronic payment processing. Our goal is to simplify transactions and drive competitive advantage for our partners.
NETS Inc. distinguishes itself through our extensive experience, global reach, and commitment to low-cost transaction solutions. We’ve consistently supported our members and owners, contributing to their continued success in a dynamic market. We are a proud member of the Nebraska business community and a key player in the broader industrial landscape.
We serve a diverse range of clients, including telecommunications companies, card production facilities, and other businesses requiring secure and reliable electronic payment processing. Our goal is to simplify transactions and drive competitive advantage for our partners.
NETS Inc. distinguishes itself through our extensive experience, global reach, and commitment to low-cost transaction solutions. We’ve consistently supported our members and owners, contributing to their continued success in a dynamic market. We are a proud member of the Nebraska business community and a key player in the broader industrial landscape.
Finance
Financial Services
Tariff Refunds & Recovery is a Las Vegas, Nevada-based specialist firm dedicated to helping U.S. importers recover billions of dollars in unclaimed tariffs owed by the U.S. Government. Since 2020, Disaster Loan Advisors™ has assisted over 2,300 small and mid-sized businesses in navigating complex government relief programs, including ERC, PPP, and IRS ERC/ERTC claims.
We focus on identifying eligible businesses that paid CBP import fees between February 4, 2025, and February 24, 2026, due to the Supreme Court’s ruling that these tariffs were unconstitutional.
What sets us apart is our deep expertise in navigating the intricacies of CBP and CAPE guidance, ensuring accurate claim submissions and maximizing refund recovery. We provide personalized attention, clear guidance, and a commitment to ethical practices, offering a valuable service for a reasonable fee.
Our team’s experience with shifting rules and strict deadlines translates directly to our work on Tariff Refunds & Recovery, providing peace of mind and a streamlined process for our clients.
We handle IEEPA Tariffs, Reciprocal Tariffs, CBP Claims, Duty Drawbacks, Importer of Record (IOR) details, and CAPE Declarations, ensuring your refund is processed efficiently and accurately.
We focus on identifying eligible businesses that paid CBP import fees between February 4, 2025, and February 24, 2026, due to the Supreme Court’s ruling that these tariffs were unconstitutional.
What sets us apart is our deep expertise in navigating the intricacies of CBP and CAPE guidance, ensuring accurate claim submissions and maximizing refund recovery. We provide personalized attention, clear guidance, and a commitment to ethical practices, offering a valuable service for a reasonable fee.
Our team’s experience with shifting rules and strict deadlines translates directly to our work on Tariff Refunds & Recovery, providing peace of mind and a streamlined process for our clients.
We handle IEEPA Tariffs, Reciprocal Tariffs, CBP Claims, Duty Drawbacks, Importer of Record (IOR) details, and CAPE Declarations, ensuring your refund is processed efficiently and accurately.
Finance
Financial Services
Banc One Wholesale is a wholesale mortgage lender based in Irvine, California, specializing in providing a diverse selection of loan programs to our partners. We cater to the needs of borrowers across California, Colorado, Florida, and Texas, offering competitive rates and fast turn times.
As a licensed dba of Banc One Mortgage Corporation (NMLS #1202904), we’ve been serving the mortgage industry since 2014, and are committed to building strong, lasting relationships with our lending partners.
Banc One Wholesale is currently expanding, seeking new team members and strategic partnerships to elevate the lending experience. We pride ourselves on quality service and a dedication to taking lending to the next level.
As a licensed dba of Banc One Mortgage Corporation (NMLS #1202904), we’ve been serving the mortgage industry since 2014, and are committed to building strong, lasting relationships with our lending partners.
Banc One Wholesale is currently expanding, seeking new team members and strategic partnerships to elevate the lending experience. We pride ourselves on quality service and a dedication to taking lending to the next level.
Finance
Financial Services
Trinity Wealth Management is a Greensboro, North Carolina-based financial advisory firm dedicated to providing meticulous financial planning and clear guidance for families and their futures.
We specialize in helping individuals and families navigate their financial journey, offering comprehensive investment and financial services, including retirement planning, estate planning, insurance, and tax strategies.
What sets Trinity Wealth Management apart is our commitment to building long-lasting relationships with our clients, providing personalized advice and support throughout all life’s milestones. We are proud to have merged with Wise Wealth Management, expanding our resources and ability to serve our clients even more effectively.
Our team approach offers a range of services to provide more benefits to our clients. Meet Our Team.
We specialize in helping individuals and families navigate their financial journey, offering comprehensive investment and financial services, including retirement planning, estate planning, insurance, and tax strategies.
What sets Trinity Wealth Management apart is our commitment to building long-lasting relationships with our clients, providing personalized advice and support throughout all life’s milestones. We are proud to have merged with Wise Wealth Management, expanding our resources and ability to serve our clients even more effectively.
Our team approach offers a range of services to provide more benefits to our clients. Meet Our Team.
Finance
Financial Services
JWH Financial is a leading mortgage lender based in Irvine, California, specializing in providing competitive rates and a remarkably smooth loan process for homeowners.
We cater to a diverse clientele, including those aged 62 and older seeking second opinions or cash-out refinancing, as well as first-time homebuyers and experienced investors. Our core mission is to simplify the mortgage journey, eliminating unnecessary hurdles and delivering exceptional customer service.
What distinguishes JWH Financial is our commitment to efficiency and transparency. We leverage proprietary systems and a streamlined, virtually paperless process to offer some of the most competitive rates in the market, often closing loans in as little as 10 days. We are proud to be an Inc 5000 Award Winning Discount Mortgage Lender.
Founded in 2015, JWH Financial has rapidly grown to serve clients across Arizona, California, Colorado, Florida, Michigan, and Texas, consistently earning high customer satisfaction ratings. We are committed to setting the standard for excellence in the mortgage industry.
We cater to a diverse clientele, including those aged 62 and older seeking second opinions or cash-out refinancing, as well as first-time homebuyers and experienced investors. Our core mission is to simplify the mortgage journey, eliminating unnecessary hurdles and delivering exceptional customer service.
What distinguishes JWH Financial is our commitment to efficiency and transparency. We leverage proprietary systems and a streamlined, virtually paperless process to offer some of the most competitive rates in the market, often closing loans in as little as 10 days. We are proud to be an Inc 5000 Award Winning Discount Mortgage Lender.
Founded in 2015, JWH Financial has rapidly grown to serve clients across Arizona, California, Colorado, Florida, Michigan, and Texas, consistently earning high customer satisfaction ratings. We are committed to setting the standard for excellence in the mortgage industry.
Finance
Financial Services
Continuum Consulting Group is a Southern California-based financial planning firm dedicated to providing personalized guidance through life’s significant transitions.
We specialize in helping individuals and families navigate career changes, retirement planning, and other major life events with clarity and confidence. Our approach centers around understanding your unique goals, values, and circumstances, creating a tailored plan that evolves alongside your life.
Continuum Consulting Group partners with Osaic FA, Inc. to offer comprehensive wealth management solutions, including retirement planning, investment strategies, and estate planning. We are committed to providing a seamless and supportive experience, empowering you to achieve your financial aspirations.
As a firm, we’ve helped hundreds of clients successfully transition through major life events, providing stability and peace of mind during times of change.
We specialize in helping individuals and families navigate career changes, retirement planning, and other major life events with clarity and confidence. Our approach centers around understanding your unique goals, values, and circumstances, creating a tailored plan that evolves alongside your life.
Continuum Consulting Group partners with Osaic FA, Inc. to offer comprehensive wealth management solutions, including retirement planning, investment strategies, and estate planning. We are committed to providing a seamless and supportive experience, empowering you to achieve your financial aspirations.
As a firm, we’ve helped hundreds of clients successfully transition through major life events, providing stability and peace of mind during times of change.
Finance
Financial Services
Deposit Solution is a California-based provider of innovative security deposit solutions for the commercial real estate market.
We offer a revolutionary alternative to traditional cash deposits and letters of credit, enabling landlords to attract higher-quality tenants and streamline lease negotiations.
Our system, backed by HCC Insurance Holdings, Inc. (rated AA by Standard & Poor’s), provides a secure and efficient way for tenants to protect their financial interests while maintaining cash flow. We simplify the entire process – from online application to bond issuance – ensuring compliance and peace of mind for both landlords and tenants.
Since 2015, Deposit Solution has been transforming the way property owners and renters manage security deposits, offering a modern, reliable, and cost-effective solution.
We offer a revolutionary alternative to traditional cash deposits and letters of credit, enabling landlords to attract higher-quality tenants and streamline lease negotiations.
Our system, backed by HCC Insurance Holdings, Inc. (rated AA by Standard & Poor’s), provides a secure and efficient way for tenants to protect their financial interests while maintaining cash flow. We simplify the entire process – from online application to bond issuance – ensuring compliance and peace of mind for both landlords and tenants.
Since 2015, Deposit Solution has been transforming the way property owners and renters manage security deposits, offering a modern, reliable, and cost-effective solution.
Finance
Financial Services
Coho Financial Group is a leading investment advisory firm based in Anchorage, Alaska, dedicated to helping individuals, families, and professionals achieve their financial goals.
We specialize in creating personalized retirement strategies, estate planning, and long-term financial management solutions. Our approach centers on building strong, trusting relationships with our clients, prioritizing their unique needs and risk tolerance.
As an independent firm, we offer unbiased advice and access to a wide range of investment options, ensuring you receive the highest quality guidance. We are committed to providing comprehensive financial planning services, including investment management, insurance, tax strategies, and more.
Coho Financial Group is committed to helping Alaskans pursue financial security.
We specialize in creating personalized retirement strategies, estate planning, and long-term financial management solutions. Our approach centers on building strong, trusting relationships with our clients, prioritizing their unique needs and risk tolerance.
As an independent firm, we offer unbiased advice and access to a wide range of investment options, ensuring you receive the highest quality guidance. We are committed to providing comprehensive financial planning services, including investment management, insurance, tax strategies, and more.
Coho Financial Group is committed to helping Alaskans pursue financial security.
Finance
Financial Services
Plutos Sama Holdings Inc is a private equity firm based in Irvine, California, specializing in distressed real estate investments and micro-lending ventures. We focus on acquiring and restructuring challenging assets across residential and commercial sectors, alongside providing capital to underserved communities. Our approach centers on identifying undervalued opportunities and implementing strategic solutions to maximize returns for our investors.
Plutos Sama Holdings actively seeks out complex investment scenarios, including contentious real estate deals and opportunities within the financial services sector, such as mortgage servicing platforms. We leverage our vertically integrated organizational structure and strategic partnerships to navigate these challenges effectively.
Founded in 2012, Plutos Sama Holdings has established a strong track record of successfully managing and revitalizing distressed assets. We operate with a global perspective, seeking opportunities both domestically and internationally. Our team combines deep industry expertise with a commitment to delivering exceptional results.
Plutos Sama Holdings actively seeks out complex investment scenarios, including contentious real estate deals and opportunities within the financial services sector, such as mortgage servicing platforms. We leverage our vertically integrated organizational structure and strategic partnerships to navigate these challenges effectively.
Founded in 2012, Plutos Sama Holdings has established a strong track record of successfully managing and revitalizing distressed assets. We operate with a global perspective, seeking opportunities both domestically and internationally. Our team combines deep industry expertise with a commitment to delivering exceptional results.
Finance
Financial Services
Oath Planning is a Tulsa, Oklahoma-based financial planning firm specializing in fiduciary investment advice for individuals and families.
We help our clients navigate complex financial decisions with clarity and confidence, focusing on building long-term wealth and achieving their unique goals.
At Oath Planning, we distinguish ourselves through our commitment to transparency and evidence-based guidance, free from hidden fees and emotional biases. Our team of experienced investment attorneys and fiduciary advisors provides personalized strategies grounded in academic research and a deep understanding of the market.
We’re dedicated to empowering our clients to overcome financial fears and make informed choices, ultimately leading to greater peace of mind and a secure future. Our approach is rooted in a fiduciary duty, prioritizing your best interests above all else.
We serve a diverse clientele across the United States, offering tailored solutions for retirement planning, estate planning, and investment management. We are committed to building lasting relationships based on trust and integrity.
We help our clients navigate complex financial decisions with clarity and confidence, focusing on building long-term wealth and achieving their unique goals.
At Oath Planning, we distinguish ourselves through our commitment to transparency and evidence-based guidance, free from hidden fees and emotional biases. Our team of experienced investment attorneys and fiduciary advisors provides personalized strategies grounded in academic research and a deep understanding of the market.
We’re dedicated to empowering our clients to overcome financial fears and make informed choices, ultimately leading to greater peace of mind and a secure future. Our approach is rooted in a fiduciary duty, prioritizing your best interests above all else.
We serve a diverse clientele across the United States, offering tailored solutions for retirement planning, estate planning, and investment management. We are committed to building lasting relationships based on trust and integrity.
Finance
Financial Services
National Cash Systems is a leading provider of comprehensive ATM and payment processing solutions, headquartered in Irvine, California.
For over two decades, we’ve been dedicated to supporting a diverse range of businesses – from small retail locations like gas stations and convenience stores to large national chains and specialized venues such as airports and gaming facilities – with reliable and secure cash management, processing, and reporting services.
National Cash Systems differentiates itself through a commitment to customized solutions and a flexible selection of products and programs, designed to streamline operations and drive profitability for our clients. We offer a full suite of services, including equipment maintenance, gaming cash access solutions, and increasingly, bitcoin ATM cash logistics and maintenance, ensuring businesses thrive in today’s dynamic marketplace.
With 14 employees and 23 years of experience, we’re a trusted partner for financial institutions and businesses seeking a single source for their payment needs.
For over two decades, we’ve been dedicated to supporting a diverse range of businesses – from small retail locations like gas stations and convenience stores to large national chains and specialized venues such as airports and gaming facilities – with reliable and secure cash management, processing, and reporting services.
National Cash Systems differentiates itself through a commitment to customized solutions and a flexible selection of products and programs, designed to streamline operations and drive profitability for our clients. We offer a full suite of services, including equipment maintenance, gaming cash access solutions, and increasingly, bitcoin ATM cash logistics and maintenance, ensuring businesses thrive in today’s dynamic marketplace.
With 14 employees and 23 years of experience, we’re a trusted partner for financial institutions and businesses seeking a single source for their payment needs.
Finance
Financial Services
Genevra Associates is a dynamic investment management company based in Orlando, Florida, specializing in high-impact investments across professional sports franchises and strategic commodity production assets.
We focus on fueling growth and value creation by channeling capital into organizations with strong brand equity, loyal fan bases, and scalable commercial potential – including premier sports teams and essential industries like mining, smelting, and metal processing.
Our approach combines deep sector insight with strategic capital deployment, enabling our clients to diversify into resilient, performance-driven sectors with long-term relevance. We are actively seeking partnerships with sports organizations in Europe and industrial operators in Asia and Africa, offering access to hard assets and competitive arenas.
Genevra Associates is committed to democratizing opportunities and building wealth for everyone through disciplined investment strategies and a focus on sustainable, impactful ventures.
We focus on fueling growth and value creation by channeling capital into organizations with strong brand equity, loyal fan bases, and scalable commercial potential – including premier sports teams and essential industries like mining, smelting, and metal processing.
Our approach combines deep sector insight with strategic capital deployment, enabling our clients to diversify into resilient, performance-driven sectors with long-term relevance. We are actively seeking partnerships with sports organizations in Europe and industrial operators in Asia and Africa, offering access to hard assets and competitive arenas.
Genevra Associates is committed to democratizing opportunities and building wealth for everyone through disciplined investment strategies and a focus on sustainable, impactful ventures.
Finance
Financial Services
Integrated Wealth Management is a financial advisory firm based in Palm Desert, California, dedicated to providing personalized wealth management solutions to individuals and families.
Since 1995, we’ve built a reputation for prioritizing our clients’ unique needs, stemming from our origins serving physicians and medical professionals – a standard of care that continues to guide our approach.
Our team of experienced financial advisors offers a comprehensive suite of services, including financial planning, 401(k) plan design and administration, retirement planning, and estate planning. We are committed to helping you achieve your long-term financial goals with a collaborative and client-centered strategy.
We proudly serve clients across California and Alaska, offering tailored solutions to meet diverse financial needs.
Since 1995, we’ve built a reputation for prioritizing our clients’ unique needs, stemming from our origins serving physicians and medical professionals – a standard of care that continues to guide our approach.
Our team of experienced financial advisors offers a comprehensive suite of services, including financial planning, 401(k) plan design and administration, retirement planning, and estate planning. We are committed to helping you achieve your long-term financial goals with a collaborative and client-centered strategy.
We proudly serve clients across California and Alaska, offering tailored solutions to meet diverse financial needs.
Finance
Financial Services
Company Name | Location | Category | Employees | Accuracy | Website | |
|---|---|---|---|---|---|---|
San Diego, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@tmginvestments.com.mx | http://tmginvestments.com.mx | ||
Irvine, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@bedrockservicing.com | http://www.bedrockservicing.com | ||
Toledo, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@toledo.fcbb.com | https://toledo.fcbb.com/ | ||
Newark, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@viviancapitalgrp.com | https://www.viviancapitalgrp.com/ | ||
Plano, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@buildmyscores.com | https://buildmyscores.com/ | ||
Newark, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@fastautoloanapproval.com | https://www.fastautoloanapproval.com | ||
Orlando, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@frontlinefunding.com | http://www.frontlinefunding.com | ||
Los Angeles, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@camreo.com | http://www.camreo.com | ||
Greensboro, United States (US) | Finance and Banking Finance and Banking | 10-20 | contact@getcrownedcredit.com | https://getcrownedcredit.com | ||
Irvine, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@loandrone.com | http://www.loandrone.com | ||
Orlando, United States (US) | Finance and Banking Finance and Banking | 10-20 | hello@fortiv.com | http://www.fortiv.com | ||
Portland, United States (US) | Finance and Banking Finance and Banking | 10-20 | ryanlogan@ralfinancial.com | http://www.mountainpeakws.com/ | ||
Plano, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@thecashmanagementcard.com | http://thecashmanagementcard.com | ||
Jersey City, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@valueinvesting.io | http://valueinvesting.io/ | ||
New York, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@fscfr.com | https://FSCFR.com | ||
Everett, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@c1wealthmanagement.com | http://www.C1WealthManagement.com | ||
Lake Mary, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@collaborativewealth.com | http://www.collaborativewealth.com | ||
Delaware, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@genesis-inv.com | https://genesis-inv.com/ | ||
Greater Tampa Bay Area, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@bankervaluation.com | http://www.bankervaluation.com | ||
Orlando, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@rapidcashadvance.com | http://www.RapidCashAdvance.com | ||
Irvine, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@unitedcreditsolutions.com | http://www.unitedcreditsolutions.com | ||
Saint Petersburg, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@rankminer.com | http://www.rankminer.com/ | ||
Orlando, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@advocatefinancial.net | https://advocatefinancial.net | ||
Plano, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@parkwayteam.com | https://parkwayteam.com/ | ||
Irvine, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@mccapitalventures.com | http://mccapitalventures.com | ||
Irvine, United States (US) | Finance and Banking Finance and Banking | 10-20 | contact@hlemortgage.com | https://www.hlemortgage.com | ||
Plano, United States (US) | Finance and Banking Finance and Banking | 10-20 | help@legacywealthplanner.com | https://www.legacywealthplanner.com/home/ | ||
Plano, United States (US) | Finance and Banking Finance and Banking | 10-20 | support@rbsecurities.com | https://www.rbsecurities.com/ | ||
Plano, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@northtexascdc.com | https://www.northtexascdc.com/ | ||
Tallahassee, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@swgadvisor.com | https://www.swgadvisor.com/ | ||
New Jersey, United States (US) | Finance and Banking Finance and Banking | 10-20 | support@omnipay-solution.com | https://omnipay-solution.com | ||
Irvine, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@luminatewealth.com | http://www.luminatewealth.com | ||
Jersey City, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@getheritageloans.com | http://getheritageloans.com | ||
Newark, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@pre-services.com | https://pre-services.com/ | ||
North Sydney, Australia | Finance and Banking Finance and Banking | 20-30 | info@multipli.com | http://www.multipli.com | ||
Orlando, United States (US) | Finance and Banking Finance and Banking | 20-30 | info@applihl.com | https://applihl.com | ||
Irvine, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@lionsmarkcapital.com | http://lionsmarkcapital.com | ||
Lincoln, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@netseft.com | http://www.netseft.com | ||
Las Vegas, United States (US) | Finance and Banking Finance and Banking | 10-20 | support@disasterloanadvisors.com | https://www.DisasterLoanAdvisors.com/ | ||
Irvine, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@banconewholesale.com | http://banconewholesale.com | ||
Greensboro, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@trinitywealthmgt.com | https://www.trinitywealthmgt.com/ | ||
Irvine, United States (US) | Finance and Banking Finance and Banking | 20-30 | info@jwhfinance.com | http://jwhfinance.com | ||
Irvine, United States (US) | Finance and Banking Finance and Banking | 10-20 | ccg@ccgadvisors.com | http://ccgadvisors.com | ||
Irvine, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@depositsolution.com | http://www.depositsolution.com | ||
Anchorage, United States (US) | Finance and Banking Finance and Banking | 10-20 | mike.daniels@cohofinancialgroup.com | https://www.cohofinancialgroup.com/ | ||
Irvine, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@plutosholdings.com | http://www.plutosholdings.com | ||
Tulsa, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@oathplanning.com | http://www.oathplanning.com | ||
Irvine, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@nationalcash.com | http://www.nationalcash.com | ||
Orlando, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@genevra.net | http://www.genevra.net | ||
Palm Desert, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@iwmgmt.com | http://www.IWMgmt.com |
50/12,994 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.