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 13119 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.
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Financial Services
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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
Oakwood Wealth Partners is a trusted financial planning firm based in Irvine, California, dedicated to helping individuals and families achieve their long-term financial goals.
For over thirty years, our practice has grown from a single financial planner, to a large family practice with eleven planners and a staff of ten. We offer quality investment and insurance products and services from our local office in Irvine, California.
We specialize in retirement planning, investment consolidation, college funding, estate planning, and tax reduction strategies, providing comprehensive solutions tailored to each client’s unique needs. Our approach centers on building lasting relationships based on integrity, care, and a commitment to delivering exceptional service.
We strive for excellence as much as you do, offering a personalized and collaborative experience. We’re more than just financial planners—we’re your partners in building the future you want. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information .
For over thirty years, our practice has grown from a single financial planner, to a large family practice with eleven planners and a staff of ten. We offer quality investment and insurance products and services from our local office in Irvine, California.
We specialize in retirement planning, investment consolidation, college funding, estate planning, and tax reduction strategies, providing comprehensive solutions tailored to each client’s unique needs. Our approach centers on building lasting relationships based on integrity, care, and a commitment to delivering exceptional service.
We strive for excellence as much as you do, offering a personalized and collaborative experience. We’re more than just financial planners—we’re your partners in building the future you want. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information .
Finance
Financial Services
HADE Technologies is an Orlando, Florida-based financial software company specializing in investment research solutions for individual investors, finance professionals, and financial institutions.
We leverage cutting-edge technology – including data visualization, data analytics, machine learning, artificial intelligence, and blockchain – to provide unparalleled access to comprehensive financial data. Our Hade Platform boasts over 100,000 data categories, exceeding the scope of traditional financial statement analysis, allowing users to make informed investment decisions.
With machine learning models achieving 63% greater accuracy than Wall Street consensus estimates, HADE Technologies delivers breakthrough technology and real-time, 30-page research reports, empowering users to gain a significant competitive advantage in the investment landscape.
We also develop blockchain-as-a-service and decentralized applications, such as Hade Pay, furthering our commitment to innovation across the financial sector.
We leverage cutting-edge technology – including data visualization, data analytics, machine learning, artificial intelligence, and blockchain – to provide unparalleled access to comprehensive financial data. Our Hade Platform boasts over 100,000 data categories, exceeding the scope of traditional financial statement analysis, allowing users to make informed investment decisions.
With machine learning models achieving 63% greater accuracy than Wall Street consensus estimates, HADE Technologies delivers breakthrough technology and real-time, 30-page research reports, empowering users to gain a significant competitive advantage in the investment landscape.
We also develop blockchain-as-a-service and decentralized applications, such as Hade Pay, furthering our commitment to innovation across the financial sector.
Finance
Financial Services
JBC Companies is a trusted partner for financial professionals and institutions across the United States, specializing in wealth management and retirement planning solutions. Based in Fort Wayne, Indiana, we empower our clients to achieve their financial goals through strategic coaching, innovative technology, and a commitment to building lasting relationships.
We understand the challenges faced by financial advisors and institutions today – from attracting new clients to optimizing existing programs. Our iWIN instant Wealth Insurance Now platform, combined with our On Purpose Solutions and Estate Glossary, provides a comprehensive toolkit for growth and success.
At JBC Companies, we prioritize a client-centric approach, focusing on delivering measurable results and fostering a culture of trust and collaboration. We’re dedicated to helping you strengthen your lead generation, equip your team, and realize your full potential. Our expertise spans across Life Insurance, Annuities, Long-Term Care, Retirement Planning, and more, ensuring a holistic and tailored approach to your financial needs. Financial Guidance & Services, Wealth Management, Retirement Planning, Strategic Coaching.
We understand the challenges faced by financial advisors and institutions today – from attracting new clients to optimizing existing programs. Our iWIN instant Wealth Insurance Now platform, combined with our On Purpose Solutions and Estate Glossary, provides a comprehensive toolkit for growth and success.
At JBC Companies, we prioritize a client-centric approach, focusing on delivering measurable results and fostering a culture of trust and collaboration. We’re dedicated to helping you strengthen your lead generation, equip your team, and realize your full potential. Our expertise spans across Life Insurance, Annuities, Long-Term Care, Retirement Planning, and more, ensuring a holistic and tailored approach to your financial needs. Financial Guidance & Services, Wealth Management, Retirement Planning, Strategic Coaching.
Finance
Financial Services
American Payments Solutions is a Sacramento, California-based business solutions provider specializing in payment processing and marketing services for small businesses.
We empower business owners across the United States and Canada with transparent, reliable, and affordable payment solutions, eliminating the complexities and frustrations often associated with traditional merchant processing.
What sets American Payments Solutions apart is our commitment to simplicity, offering no contracts and no term commitments, alongside a dedicated support structure that stands behind our merchant partners. We focus on building lasting relationships and driving business success through tailored solutions and strategic marketing support.
Established in 2021, American Payments Solutions has rapidly grown to serve a diverse range of industries, including restaurants, retail, and e-commerce, with a team of dedicated professionals committed to delivering exceptional service and innovative technology. We are proud to be a trusted partner for businesses seeking to streamline their payment processes and achieve sustainable growth.
We empower business owners across the United States and Canada with transparent, reliable, and affordable payment solutions, eliminating the complexities and frustrations often associated with traditional merchant processing.
What sets American Payments Solutions apart is our commitment to simplicity, offering no contracts and no term commitments, alongside a dedicated support structure that stands behind our merchant partners. We focus on building lasting relationships and driving business success through tailored solutions and strategic marketing support.
Established in 2021, American Payments Solutions has rapidly grown to serve a diverse range of industries, including restaurants, retail, and e-commerce, with a team of dedicated professionals committed to delivering exceptional service and innovative technology. We are proud to be a trusted partner for businesses seeking to streamline their payment processes and achieve sustainable growth.
Finance
Financial Services
OFS Wealth is a leading wealth management firm based in McLean, Virginia, dedicated to serving athletes, celebrities, and high-net-worth individuals for over 30 years.
We partner with our clients to create comprehensive financial plans encompassing financial planning & budgeting, tax planning, investment services, accounting & cash management, insurance, estate planning, and concierge services. Our objective is simple: to help clients achieve a lifetime of financial independence by working with them to maximize their savings and investments.
OFS Wealth distinguishes itself through its specialized expertise in managing the unique financial complexities faced by high-profile individuals, offering personalized service and a global perspective. We provide tailored solutions to preserve and grow wealth across generations, ensuring a secure and fulfilling future.
We partner with our clients to create comprehensive financial plans encompassing financial planning & budgeting, tax planning, investment services, accounting & cash management, insurance, estate planning, and concierge services. Our objective is simple: to help clients achieve a lifetime of financial independence by working with them to maximize their savings and investments.
OFS Wealth distinguishes itself through its specialized expertise in managing the unique financial complexities faced by high-profile individuals, offering personalized service and a global perspective. We provide tailored solutions to preserve and grow wealth across generations, ensuring a secure and fulfilling future.
Finance
Financial Services
Heartwood Planning Group is a Fort Wayne, Indiana-based financial planning partnership, part of the Northwestern Mutual Private Client Group. We provide comprehensive, needs-based financial planning solutions to help individuals and families build long-term financial strength and stability.
At Heartwood, we partner with each of our clients to create a holistic plan tailored to their unique goals and aspirations. Our team leverages decades of combined experience, offering expertise in areas such as retirement planning, risk management strategies, investment strategies, and estate planning.
What sets Heartwood apart is our commitment to delivering peace of mind through a personalized and supportive approach. We focus on building lasting relationships and empowering our clients to achieve their financial dreams. We are an award-winning team, recognized by Forbes as a Best-in-State Top Financial Security Professional.
At Heartwood, we partner with each of our clients to create a holistic plan tailored to their unique goals and aspirations. Our team leverages decades of combined experience, offering expertise in areas such as retirement planning, risk management strategies, investment strategies, and estate planning.
What sets Heartwood apart is our commitment to delivering peace of mind through a personalized and supportive approach. We focus on building lasting relationships and empowering our clients to achieve their financial dreams. We are an award-winning team, recognized by Forbes as a Best-in-State Top Financial Security Professional.
Finance
Financial Services
SDM Financial is a leading derivatives dealer based in Jersey City, New Jersey, specializing in providing fast, reliable, and secure trading services to institutional investors and corporations navigating the complexities of the digital asset market. We help clients efficiently deploy capital, manage treasury risk, and express their view through a comprehensive suite of derivatives, including options, NDFs, and futures.
Our core focus is on bridging the gap between institutional capital and digital assets, offering bespoke trading solutions and regulatory filings. We cater to a diverse range of investment strategies, from hedging and leverage to risk diversification and speculation.
SDM Financial distinguishes itself through its experienced team, streamlined onboarding process, and commitment to providing a seamless and secure trading experience. We are an affiliate of Secure Digital Markets, further strengthening our capabilities in OTC spot trading.
Our core focus is on bridging the gap between institutional capital and digital assets, offering bespoke trading solutions and regulatory filings. We cater to a diverse range of investment strategies, from hedging and leverage to risk diversification and speculation.
SDM Financial distinguishes itself through its experienced team, streamlined onboarding process, and commitment to providing a seamless and secure trading experience. We are an affiliate of Secure Digital Markets, further strengthening our capabilities in OTC spot trading.
Finance
Financial Services
SVSAI is a US-based credit card management platform provider, headquartered in Jersey City, New Jersey.
SVS AI Club offers a streamlined solution for individuals seeking to simplify and consolidate their credit card payments. Our platform synchronizes all payment due dates and eliminates the need to navigate multiple payment portals, reducing the stress associated with managing multiple credit cards.
We empower users to maintain a high credit score and achieve financial freedom through effortless management. SVS AI Club provides a convenient and intuitive interface for complete control over your finances.
With a growing community of 195 members, SVS AI is dedicated to providing a seamless and user-friendly experience for credit card management.
SVS AI Club offers a streamlined solution for individuals seeking to simplify and consolidate their credit card payments. Our platform synchronizes all payment due dates and eliminates the need to navigate multiple payment portals, reducing the stress associated with managing multiple credit cards.
We empower users to maintain a high credit score and achieve financial freedom through effortless management. SVS AI Club provides a convenient and intuitive interface for complete control over your finances.
With a growing community of 195 members, SVS AI is dedicated to providing a seamless and user-friendly experience for credit card management.
Finance
Financial Services
Semmax Financial Group is a leading wealth management and retirement planning firm serving retirees and aspiring retirees in Greensboro and Winston Salem, North Carolina.
We provide comprehensive financial solutions, including investment management, retirement planning, insurance, and estate planning, designed to help our clients achieve their long-term financial goals.
Our approach centers on building lasting relationships and offering personalized advice, ensuring our clients can focus on enjoying their lives while we manage their finances with expertise and integrity. We specialize in helping individuals navigate complex financial landscapes and secure a comfortable future.
Founded in 2003, Semmax Financial Group has grown to serve a diverse clientele, committed to delivering exceptional service and results.
We provide comprehensive financial solutions, including investment management, retirement planning, insurance, and estate planning, designed to help our clients achieve their long-term financial goals.
Our approach centers on building lasting relationships and offering personalized advice, ensuring our clients can focus on enjoying their lives while we manage their finances with expertise and integrity. We specialize in helping individuals navigate complex financial landscapes and secure a comfortable future.
Founded in 2003, Semmax Financial Group has grown to serve a diverse clientele, committed to delivering exceptional service and results.
Finance
Financial Services
Pay in Private is a U.S.-based provider of secure mobile virtual card (MVC) debit solutions, headquartered in Irvine, California.
We empower businesses and consumers with a cutting-edge payment technology that streamlines transactions and enhances security. Our platform, built in partnership with Net1, offers a convenient and reliable way to generate one-time use debit card numbers for online purchases, eliminating the risks associated with traditional card details.
Pay in Private leverages Net1’s 20+ years of experience in the payments industry and patented technology to deliver a robust and scalable solution for businesses seeking to modernize their payment processes. We cater to a wide range of sectors, including e-commerce, digital services, and online marketplaces, facilitating secure and efficient transactions for millions of users.
Founded in 2012, Pay in Private is committed to innovation and delivering exceptional value to our partners.
We empower businesses and consumers with a cutting-edge payment technology that streamlines transactions and enhances security. Our platform, built in partnership with Net1, offers a convenient and reliable way to generate one-time use debit card numbers for online purchases, eliminating the risks associated with traditional card details.
Pay in Private leverages Net1’s 20+ years of experience in the payments industry and patented technology to deliver a robust and scalable solution for businesses seeking to modernize their payment processes. We cater to a wide range of sectors, including e-commerce, digital services, and online marketplaces, facilitating secure and efficient transactions for millions of users.
Founded in 2012, Pay in Private is committed to innovation and delivering exceptional value to our partners.
Finance
Financial Services
CapVal-American Business Appraisers, LLC is a leading provider of business valuation services, with its primary offices in Raleigh/Durham and Wilmington, North Carolina, Atlanta, Georgia, and Mobile, Alabama.
We specialize in delivering independent and defensible opinions of value for a wide range of business needs, including financial reporting, estate and gift planning, litigation support, and corporate transactions.
CapVal-ABA’s experienced team of professionals, with an average of over twenty years of valuation expertise, combines deep industry knowledge with a commitment to personalized service. Our alliance with American Business Appraisers provides access to a national network of valuation experts, ensuring comprehensive support for any project, anywhere in the U.S.
We pride ourselves on clear communication and on-time, on-budget project completion, helping our clients navigate complex valuation challenges with confidence.
We specialize in delivering independent and defensible opinions of value for a wide range of business needs, including financial reporting, estate and gift planning, litigation support, and corporate transactions.
CapVal-ABA’s experienced team of professionals, with an average of over twenty years of valuation expertise, combines deep industry knowledge with a commitment to personalized service. Our alliance with American Business Appraisers provides access to a national network of valuation experts, ensuring comprehensive support for any project, anywhere in the U.S.
We pride ourselves on clear communication and on-time, on-budget project completion, helping our clients navigate complex valuation challenges with confidence.
Finance
Financial Services
Strong Point Financial Inc is a retirement planning firm based in Orlando, Florida, dedicated to providing comprehensive financial security and peace of mind to clients.
We specialize in crafting personalized retirement strategies, incorporating healthcare planning, income planning, investment management, and legacy & estate planning – all underpinned by a fiduciary standard and a commitment to transparency.
What sets Strong Point Financial apart is our integrated approach, combining financial advising with concierge-level tax and legal partnerships, ensuring seamless coordination and maximizing your wealth preservation. We’ve been helping families achieve their retirement goals since 2015, managing over $500 million in assets and boasting a 4.9-star Google rating.
Our TrueCourse™ Roadmap provides a five-pillar assessment to guide your journey, and we limit our client base to ensure personalized attention.
We specialize in crafting personalized retirement strategies, incorporating healthcare planning, income planning, investment management, and legacy & estate planning – all underpinned by a fiduciary standard and a commitment to transparency.
What sets Strong Point Financial apart is our integrated approach, combining financial advising with concierge-level tax and legal partnerships, ensuring seamless coordination and maximizing your wealth preservation. We’ve been helping families achieve their retirement goals since 2015, managing over $500 million in assets and boasting a 4.9-star Google rating.
Our TrueCourse™ Roadmap provides a five-pillar assessment to guide your journey, and we limit our client base to ensure personalized attention.
Finance
Financial Services
Private Mortgage Leads is an AI-powered lead generation platform specializing in private money loans, based in Irvine, California.
We provide high-quality leads – including Hard Money, Fix and Flip, DSCR, and STR/LTR loan leads – to private mortgage lenders across the United States. Our mission is to streamline the lead acquisition process for lenders, enabling them to focus on closing deals and growing their businesses.
Since 2004, Private Mortgage Leads has leveraged a holistic digital marketing approach, combining industry expertise with cutting-edge AI technology to deliver targeted leads at efficient price points. We’re dedicated to providing a reliable and scalable solution for private money lenders seeking to expand their reach and maximize profitability.
We provide high-quality leads – including Hard Money, Fix and Flip, DSCR, and STR/LTR loan leads – to private mortgage lenders across the United States. Our mission is to streamline the lead acquisition process for lenders, enabling them to focus on closing deals and growing their businesses.
Since 2004, Private Mortgage Leads has leveraged a holistic digital marketing approach, combining industry expertise with cutting-edge AI technology to deliver targeted leads at efficient price points. We’re dedicated to providing a reliable and scalable solution for private money lenders seeking to expand their reach and maximize profitability.
Finance
Financial Services
Quilligence is an Orlando, Florida-based open source intelligence consultancy. We journey deep into cyberspace to uncover clues and untangle insights from open data, helping attorneys, businesses, and governments look into the future.
Quilligence specializes in providing tailored investigative services, leveraging our unique tradecraft and emerging technologies to analyze open Internet and public records data. Our team, comprised of attorneys, academics, subject matter experts, and linguists, delivers superior value without the offshoring and automation typical of larger competitors.
Founded in 2013, Quilligence, LLC, a woman-owned small business, offers a depth of experience unmatched by many competitors, having previously served Fortune 500 commercial clients and senior administration officials of the U.S. Intelligence Community. We maintain active high-level national security clearances and work with a network of regional specialists to ensure comprehensive global coverage.
Quilligence specializes in providing tailored investigative services, leveraging our unique tradecraft and emerging technologies to analyze open Internet and public records data. Our team, comprised of attorneys, academics, subject matter experts, and linguists, delivers superior value without the offshoring and automation typical of larger competitors.
Founded in 2013, Quilligence, LLC, a woman-owned small business, offers a depth of experience unmatched by many competitors, having previously served Fortune 500 commercial clients and senior administration officials of the U.S. Intelligence Community. We maintain active high-level national security clearances and work with a network of regional specialists to ensure comprehensive global coverage.
Finance
Financial Services
Adaptiv Payments is a St Petersburg, Florida-based high-risk merchant account provider specializing in secure payment processing solutions for businesses facing challenges with traditional processors.
We cater to a diverse range of industries, including CBD, kratom, nutraceuticals, online gaming, telehealth, and more – businesses often overlooked by mainstream financial institutions. Adaptiv Payments helps these companies overcome payment processing hurdles and achieve sustainable growth.
What sets Adaptiv Payments apart is our extensive network of banking relationships, enabling us to offer fast approvals, competitive rates, and dedicated support. We provide chargeback prevention tools and fraud protection, ensuring a reliable and secure payment experience. Our commitment to understanding the unique needs of high-risk businesses drives our innovative approach and dedication to long-term partnerships.
We cater to a diverse range of industries, including CBD, kratom, nutraceuticals, online gaming, telehealth, and more – businesses often overlooked by mainstream financial institutions. Adaptiv Payments helps these companies overcome payment processing hurdles and achieve sustainable growth.
What sets Adaptiv Payments apart is our extensive network of banking relationships, enabling us to offer fast approvals, competitive rates, and dedicated support. We provide chargeback prevention tools and fraud protection, ensuring a reliable and secure payment experience. Our commitment to understanding the unique needs of high-risk businesses drives our innovative approach and dedication to long-term partnerships.
Finance
Financial Services
BNL Finance is a leading financial news, research, and analysis platform headquartered in Orlando, Florida.
We provide comprehensive stock research, portfolio holdings, and trading data to over 100 members who subscribe to our premium membership program.
BNL Finance leverages artificial intelligence and data visualization through our BNLMA Platform, offering unprecedented levels of equity research. Our focus is on delivering actionable insights to investors and traders, empowering them to make informed decisions in the dynamic equity markets.
Founded in 2016, BNL Finance has rapidly grown to become the fastest-growing financial content and paid membership program in the industry, employing a team of 3-50 professionals.
We provide comprehensive stock research, portfolio holdings, and trading data to over 100 members who subscribe to our premium membership program.
BNL Finance leverages artificial intelligence and data visualization through our BNLMA Platform, offering unprecedented levels of equity research. Our focus is on delivering actionable insights to investors and traders, empowering them to make informed decisions in the dynamic equity markets.
Founded in 2016, BNL Finance has rapidly grown to become the fastest-growing financial content and paid membership program in the industry, employing a team of 3-50 professionals.
Finance
Financial Services
Return Stacked® Portfolio Solutions is a St. Petersburg, Florida-based joint venture between Newfound Research LLC and ReSolve Asset Management, specializing in ETFs and model portfolios. We help investors unlock the benefits of diversification by layering alternative investments – such as Managed Futures – on top of existing stock and bond allocations. Our core innovation, Return Stacking, allows investors to achieve diversification without sacrificing their core holdings, creating more resilient and potentially higher-performing portfolios. We provide tools and resources to visualize and optimize your stack, empowering you to make informed investment decisions.
Return Stacking fundamentally changes the approach to diversification. Instead of simply adding new assets to an existing portfolio – a process that can lead to tracking error and client discomfort – Return Stacking builds on what you already have.
Our proprietary methodology, visualized through the Return Stacking Visualizer, demonstrates how stacking strategies like Managed Futures can enhance portfolio performance across various market conditions. We offer a range of ETFs and model portfolios designed to implement Return Stacking principles, providing investors with a clear and effective path to greater diversification and potentially improved outcomes.
Return Stacked® Portfolio Solutions is committed to transparency and education, offering resources like our Primer and Advisor Guides to help investors understand and implement Return Stacking effectively.
Return Stacking fundamentally changes the approach to diversification. Instead of simply adding new assets to an existing portfolio – a process that can lead to tracking error and client discomfort – Return Stacking builds on what you already have.
Our proprietary methodology, visualized through the Return Stacking Visualizer, demonstrates how stacking strategies like Managed Futures can enhance portfolio performance across various market conditions. We offer a range of ETFs and model portfolios designed to implement Return Stacking principles, providing investors with a clear and effective path to greater diversification and potentially improved outcomes.
Return Stacked® Portfolio Solutions is committed to transparency and education, offering resources like our Primer and Advisor Guides to help investors understand and implement Return Stacking effectively.
Finance
Financial Services
Richland Investments is a diversified real estate investment company based in Tampa, Florida, specializing in land acquisition and commercial property investment.
With over 40 years of experience, Richland utilizes a long-term investment horizon, holding land, multifamily, and industrial properties across key growth markets in the United States.
Leveraging its extensive land holdings and strong local relationships, Richland excels in converting vision into value, navigating complex entitlements and delivering exceptional results. Richland’s vertically integrated approach, combined with a team of experienced professionals, allows for rapid evaluation and decisive execution.
With over 40 years of experience, Richland utilizes a long-term investment horizon, holding land, multifamily, and industrial properties across key growth markets in the United States.
Leveraging its extensive land holdings and strong local relationships, Richland excels in converting vision into value, navigating complex entitlements and delivering exceptional results. Richland’s vertically integrated approach, combined with a team of experienced professionals, allows for rapid evaluation and decisive execution.
Finance
Financial Services
SV Workday Training is a leading provider of Workday training solutions based in New Jersey, specializing in online and classroom-based courses for HCM, Financials, and Prism Analytics. We empower HR professionals and business leaders with the skills needed to effectively manage their workforce and finances using Workday.
Our comprehensive training programs cover a wide range of Workday modules, including HCM Payroll, Time Tracking, Financial Management, and Reporting. We cater to businesses of all sizes, offering tailored training solutions to meet their specific needs.
SV Workday Training distinguishes itself through its experienced instructors, practical hands-on training, and strong industry connections. We are dedicated to providing our students with the knowledge and skills they need to succeed in today’s competitive job market. We are a trusted partner for organizations seeking to maximize their investment in Workday and drive business results.
Established in 2016, SV Workday Training has quickly become a recognized name in the Workday training community, serving clients across the United States. We are committed to continuous improvement and innovation, ensuring that our training programs remain at the forefront of the Workday landscape.
Our comprehensive training programs cover a wide range of Workday modules, including HCM Payroll, Time Tracking, Financial Management, and Reporting. We cater to businesses of all sizes, offering tailored training solutions to meet their specific needs.
SV Workday Training distinguishes itself through its experienced instructors, practical hands-on training, and strong industry connections. We are dedicated to providing our students with the knowledge and skills they need to succeed in today’s competitive job market. We are a trusted partner for organizations seeking to maximize their investment in Workday and drive business results.
Established in 2016, SV Workday Training has quickly become a recognized name in the Workday training community, serving clients across the United States. We are committed to continuous improvement and innovation, ensuring that our training programs remain at the forefront of the Workday landscape.
Finance
Financial Services
Pathway Financial Inc is a nationwide financial services company based in Rolling Meadows, Illinois, specializing in providing small businesses and real estate investors with access to up to $150,000 in unsecured business capital.
We connect entrepreneurs and business owners with national lenders, offering flexible financing solutions with 0% interest for 6-18 months, regardless of credit or income. Our unique approach eliminates traditional restrictions and collateral requirements, empowering businesses to focus on growth and expansion.
Founded in 2005, Pathway Financial leverages decades of industry expertise and established banking relationships to simplify the funding process. We are dedicated to supporting the vital role of small businesses within the US economy, providing the capital they need to thrive.
Pathway Financial’s team of industry veterans provides tailored solutions, ensuring clients receive the necessary tools to achieve their business goals.
We connect entrepreneurs and business owners with national lenders, offering flexible financing solutions with 0% interest for 6-18 months, regardless of credit or income. Our unique approach eliminates traditional restrictions and collateral requirements, empowering businesses to focus on growth and expansion.
Founded in 2005, Pathway Financial leverages decades of industry expertise and established banking relationships to simplify the funding process. We are dedicated to supporting the vital role of small businesses within the US economy, providing the capital they need to thrive.
Pathway Financial’s team of industry veterans provides tailored solutions, ensuring clients receive the necessary tools to achieve their business goals.
Finance
Financial Services
Sembler Investments is a seasoned equity investor based in St Petersburg, Florida, specializing in long-term majority stakes in southeastern U.S. commercial real estate and middle-market companies.
We focus on U.S.-based businesses demonstrating scalable models and sustainable cash flows exceeding $5 million, partnering with visionary entrepreneurs and dedicated teams to foster shared goals and long-term value creation.
Since 1989, Sembler Investments has built a reputation for strategic investment and collaborative success, leveraging our collective capabilities to drive sustainable growth and market leadership. Our expertise allows us to identify and capitalize on promising opportunities, applying deep insights to enhance value and market leadership.
We focus on U.S.-based businesses demonstrating scalable models and sustainable cash flows exceeding $5 million, partnering with visionary entrepreneurs and dedicated teams to foster shared goals and long-term value creation.
Since 1989, Sembler Investments has built a reputation for strategic investment and collaborative success, leveraging our collective capabilities to drive sustainable growth and market leadership. Our expertise allows us to identify and capitalize on promising opportunities, applying deep insights to enhance value and market leadership.
Finance
Financial Services
Taxation Solutions Inc is a leading IRS tax relief firm based in Houston, Texas, specializing in resolving complex tax issues for individuals and businesses across the United States. We provide comprehensive solutions to help taxpayers navigate audits, penalties, and debt with the IRS.
Our team of experienced tax attorneys and enrolled agents focuses on negotiating the lowest possible settlements and ensuring compliance with all IRS regulations. We understand the significant stress and anxiety associated with IRS problems, and our goal is to restore peace of mind and financial stability.
Taxation Solutions Inc. offers a full suite of services, including IRS audit representation, penalty abatement, and debt resolution. We are committed to providing personalized attention and strategic guidance to achieve the best possible outcome for our clients. We help clients across the nation live without the fear of the IRS.
Founded in 2000, we’ve grown to serve clients nationwide with offices in Virginia Beach, Charlotte, Orlando and Houston.
Our team of experienced tax attorneys and enrolled agents focuses on negotiating the lowest possible settlements and ensuring compliance with all IRS regulations. We understand the significant stress and anxiety associated with IRS problems, and our goal is to restore peace of mind and financial stability.
Taxation Solutions Inc. offers a full suite of services, including IRS audit representation, penalty abatement, and debt resolution. We are committed to providing personalized attention and strategic guidance to achieve the best possible outcome for our clients. We help clients across the nation live without the fear of the IRS.
Founded in 2000, we’ve grown to serve clients nationwide with offices in Virginia Beach, Charlotte, Orlando and Houston.
Finance
Financial Services
Pacific Mortgage Group is a leading mortgage broker based in Corona, California, specializing in providing customized home loan solutions throughout California, Nevada, Florida, Washington, Colorado, and Oregon.
We understand that buying or refinancing a home is a significant life event, and we’re dedicated to helping our clients achieve their real estate dreams with ease and confidence. Our team focuses on delivering exceptional service and competitive rates, connecting clients with the best lenders nationwide.
Since 2006, Pacific Mortgage Group has been committed to simplifying the mortgage process, offering a range of options including Conventional, FHA, VA, and Jumbo loans, alongside Down Payment Assistance programs. We pride ourselves on our commitment to transparency, personalized guidance, and a seamless experience from pre-qualification to closing. We’re here to help you navigate the complexities of the mortgage market and secure the perfect loan for your individual needs.Mortgage Broker, Home Loans, California, Down Payment Assistance
We understand that buying or refinancing a home is a significant life event, and we’re dedicated to helping our clients achieve their real estate dreams with ease and confidence. Our team focuses on delivering exceptional service and competitive rates, connecting clients with the best lenders nationwide.
Since 2006, Pacific Mortgage Group has been committed to simplifying the mortgage process, offering a range of options including Conventional, FHA, VA, and Jumbo loans, alongside Down Payment Assistance programs. We pride ourselves on our commitment to transparency, personalized guidance, and a seamless experience from pre-qualification to closing. We’re here to help you navigate the complexities of the mortgage market and secure the perfect loan for your individual needs.Mortgage Broker, Home Loans, California, Down Payment Assistance
Finance
Financial Services
Miller Financial Services is a Richmond, Virginia-based wealth management firm specializing in personalized financial planning and investment solutions for affluent clients.
We are dedicated to helping individuals and families achieve their long-term financial goals through a values-based approach, combining deep expertise with a commitment to exceptional service.
At Miller Financial Services, we prioritize understanding your unique circumstances and crafting tailored strategies encompassing wealth planning, retirement planning, estate planning, and risk management – all within the framework of Northwestern Mutual’s robust platform. Our team, led by Jeffrey Miller, focuses on building lasting relationships and providing proactive guidance to navigate life’s financial transitions.
Founded in 1987, Miller Financial Services has a long-standing history of providing comprehensive financial solutions, and we are proud to be part of the OnePoint BFG Wealth Partners network. We believe in creating financial mindfulness that propels life’s passions.
We are dedicated to helping individuals and families achieve their long-term financial goals through a values-based approach, combining deep expertise with a commitment to exceptional service.
At Miller Financial Services, we prioritize understanding your unique circumstances and crafting tailored strategies encompassing wealth planning, retirement planning, estate planning, and risk management – all within the framework of Northwestern Mutual’s robust platform. Our team, led by Jeffrey Miller, focuses on building lasting relationships and providing proactive guidance to navigate life’s financial transitions.
Founded in 1987, Miller Financial Services has a long-standing history of providing comprehensive financial solutions, and we are proud to be part of the OnePoint BFG Wealth Partners network. We believe in creating financial mindfulness that propels life’s passions.
Finance
Financial Services
Ryker Douglas is a private investment and management group based in Orlando, Florida, focused on accelerating growth and operational excellence for founder-led companies across the United States.
We partner with entrepreneurs in real estate development, healthcare, and entertainment, providing high-level management support and strategic capital deployment. Our approach goes beyond simple investment – we work alongside founders to strengthen leadership teams, refine business models, and build scalable, sustainable growth platforms.
Founded by Doug Leech, a leader in the behavioral health sector, Ryker Douglas leverages decades of experience in building successful businesses and fostering collaborative partnerships. We’re committed to long-term value creation and disciplined, strategic exits that reward both performance and partnership. We’ve recently facilitated over $50 million in asset acquisitions and developments, and continue to expand our network and impact.
We partner with entrepreneurs in real estate development, healthcare, and entertainment, providing high-level management support and strategic capital deployment. Our approach goes beyond simple investment – we work alongside founders to strengthen leadership teams, refine business models, and build scalable, sustainable growth platforms.
Founded by Doug Leech, a leader in the behavioral health sector, Ryker Douglas leverages decades of experience in building successful businesses and fostering collaborative partnerships. We’re committed to long-term value creation and disciplined, strategic exits that reward both performance and partnership. We’ve recently facilitated over $50 million in asset acquisitions and developments, and continue to expand our network and impact.
Finance
Financial Services
Imagine Real Lending is a Texas-based mortgage lender dedicated to simplifying the home buying and refinancing process for homebuyers.
We specialize in a wide range of mortgage products, including conventional, FHA, VA, USDA, and jumbo loans, catering to diverse needs such as first-time homebuyers, cash-out refinances, and land loans. Our goal is to help you find the right mortgage program that meets your lending needs and provides a seamless experience.
At Imagine Real Lending, we pride ourselves on our commitment to personalized service and expert guidance. With a team of experienced loan advisors, we ensure that every step of your journey is as easy and pleasant as possible. We are an NMLS licensed lender (NMLS 2485303) and committed to equal opportunity employment.
We specialize in a wide range of mortgage products, including conventional, FHA, VA, USDA, and jumbo loans, catering to diverse needs such as first-time homebuyers, cash-out refinances, and land loans. Our goal is to help you find the right mortgage program that meets your lending needs and provides a seamless experience.
At Imagine Real Lending, we pride ourselves on our commitment to personalized service and expert guidance. With a team of experienced loan advisors, we ensure that every step of your journey is as easy and pleasant as possible. We are an NMLS licensed lender (NMLS 2485303) and committed to equal opportunity employment.
Finance
Financial Services
ACH Processing Company is a leading provider of comprehensive payment solutions for businesses in Texas and across the United States.
For over 25 years, we’ve been dedicated to simplifying complex payment processes, offering a robust suite of services including ACH processing, credit card processing, and PCard solutions. We empower businesses of all sizes – from small startups to established enterprises – to streamline their transactions and improve cash flow.
Our cloud-based platform and web services API provide secure and efficient electronic payments, supporting B2B payments, paperless payments, and point-of-sale applications. We’re committed to delivering reliable and scalable payment infrastructure, ensuring seamless operations for our clients. Founded in 1998, ACH Processing Company now serves over 10,000 business entities, demonstrating our commitment to quality and customer satisfaction.
For over 25 years, we’ve been dedicated to simplifying complex payment processes, offering a robust suite of services including ACH processing, credit card processing, and PCard solutions. We empower businesses of all sizes – from small startups to established enterprises – to streamline their transactions and improve cash flow.
Our cloud-based platform and web services API provide secure and efficient electronic payments, supporting B2B payments, paperless payments, and point-of-sale applications. We’re committed to delivering reliable and scalable payment infrastructure, ensuring seamless operations for our clients. Founded in 1998, ACH Processing Company now serves over 10,000 business entities, demonstrating our commitment to quality and customer satisfaction.
Finance
Financial Services
TREO International is a leading REO solutions provider based in Los Angeles, California, specializing in residential and commercial asset management, property rental management, and property valuations.
We support a diverse range of clients, including financial institutions and real estate investors, streamlining their asset management processes and maximizing returns. Our services encompass a full suite of solutions, from property valuations and appraisals to asset acquisition and sales.
TREO International distinguishes itself through its comprehensive, end-to-end approach and commitment to accuracy and efficiency. We leverage our expertise in property valuation and asset management to deliver exceptional value to our clients, helping them navigate the complexities of the real estate market. We are dedicated to providing reliable and insightful services for all your property needs.
We support a diverse range of clients, including financial institutions and real estate investors, streamlining their asset management processes and maximizing returns. Our services encompass a full suite of solutions, from property valuations and appraisals to asset acquisition and sales.
TREO International distinguishes itself through its comprehensive, end-to-end approach and commitment to accuracy and efficiency. We leverage our expertise in property valuation and asset management to deliver exceptional value to our clients, helping them navigate the complexities of the real estate market. We are dedicated to providing reliable and insightful services for all your property needs.
Finance
Financial Services
Green Brick Mortgage is a full-service mortgage banking firm headquartered in Plano, Texas, dedicated to providing exceptional financial solutions for homebuyers.
We specialize in tailoring mortgage solutions to meet the unique needs of each client, offering a comprehensive range of programs including Conventional, VA, FHA, USDA, Jumbo, and First-Time Homebuyer loans.
At Green Brick Mortgage, we pride ourselves on fostering strong relationships with our clients and Green Brick Partners, Inc., ensuring a seamless and supportive home buying journey. We are committed to making your dream home a reality, offering competitive rates and fees, and providing expert guidance every step of the way.
Our experienced team is here to help you navigate the complexities of the mortgage process, whether you’re a veteran seeking a VA loan or a first-time buyer looking for a low-down payment option.
NMLS ID: 2618876
We specialize in tailoring mortgage solutions to meet the unique needs of each client, offering a comprehensive range of programs including Conventional, VA, FHA, USDA, Jumbo, and First-Time Homebuyer loans.
At Green Brick Mortgage, we pride ourselves on fostering strong relationships with our clients and Green Brick Partners, Inc., ensuring a seamless and supportive home buying journey. We are committed to making your dream home a reality, offering competitive rates and fees, and providing expert guidance every step of the way.
Our experienced team is here to help you navigate the complexities of the mortgage process, whether you’re a veteran seeking a VA loan or a first-time buyer looking for a low-down payment option.
NMLS ID: 2618876
Finance
Financial Services
Congruit Credit is a modern consumer credit bureau redefining how creditworthiness is measured. By leveraging real-time, behavior-based data, we provide lenders and fintech companies with a clearer view of financial reliability—beyond outdated scores and static reports. Our leadership team brings decades of experience in building and scaling some of the most trusted platforms in credit and data.
Congruit Credit’s mission is to provide lenders with actionable insights into consumer behavior to increase approval rates and decrease derogatory outcomes. We offer tools for peer-to-peer financial transactions, debt recovery, and identity verification, all designed to increase confidence in the consumer lending process.
Founded by Tim Ranney, the former CEO of Clarity Services (acquired by Experian), Congruit Credit is led by a team of experienced industry veterans, including Jim James, a pioneer in real-time credit reporting, and Susana Walls, a seasoned marketing leader. We are committed to driving a new standard in credit—smarter, faster, and built for how people live today.
Congruit Credit’s mission is to provide lenders with actionable insights into consumer behavior to increase approval rates and decrease derogatory outcomes. We offer tools for peer-to-peer financial transactions, debt recovery, and identity verification, all designed to increase confidence in the consumer lending process.
Founded by Tim Ranney, the former CEO of Clarity Services (acquired by Experian), Congruit Credit is led by a team of experienced industry veterans, including Jim James, a pioneer in real-time credit reporting, and Susana Walls, a seasoned marketing leader. We are committed to driving a new standard in credit—smarter, faster, and built for how people live today.
Finance
Financial Services
Insight Financial is a nationally recognized debt collection partner based in Tampa Bay, Florida. We serve clients across the U.S.—from small businesses to Fortune 100 companies—delivering results through a strategic, transparent, and cost-effective approach to accounts receivable management.
Our clients include business owners, financial executives, and credit professionals across a wide range of industries. With decades of experience and industry-leading tools, we offer a streamlined alternative to traditional in-house collection methods.
From invoicing support to post-judgment recovery oversight, Insight Financial brings operational expertise, clear communication, and consistent performance to every stage of the recovery process. We are committed to serving others and are dedicated to going above and beyond time & time again to exceed the expectations of our clients.
Insight Financial was founded on the belief that early, consistent, and professional interaction with your customers is critical to reducing write offs and minimizing the number of customers lost. Despite the best of efforts, however, there will always be non-payment issues. Utilizing a specialized debt collection service before an account has lost its value provides opportunity for decreased losses and improved Days Sales Outstanding.
Our clients include business owners, financial executives, and credit professionals across a wide range of industries. With decades of experience and industry-leading tools, we offer a streamlined alternative to traditional in-house collection methods.
From invoicing support to post-judgment recovery oversight, Insight Financial brings operational expertise, clear communication, and consistent performance to every stage of the recovery process. We are committed to serving others and are dedicated to going above and beyond time & time again to exceed the expectations of our clients.
Insight Financial was founded on the belief that early, consistent, and professional interaction with your customers is critical to reducing write offs and minimizing the number of customers lost. Despite the best of efforts, however, there will always be non-payment issues. Utilizing a specialized debt collection service before an account has lost its value provides opportunity for decreased losses and improved Days Sales Outstanding.
Finance
Financial Services
Bankroll is a California-based financial technology company providing a simple solution for small businesses to obtain capital.
We empower entrepreneurs and small business owners with streamlined access to funding, simplifying the often complex process of securing capital. Our platform focuses on providing a fast and efficient route to capital for businesses needing working capital, expansion funding, or other financial needs.
Bankroll’s intuitive interface and straightforward application process make obtaining capital easier than ever before. We are dedicated to supporting the growth of small businesses across the United States.
Founded in 2018, Bankroll currently employs 13 people and is headquartered in Irvine, California. We are committed to innovation and customer satisfaction, continually refining our platform to meet the evolving needs of our clients.
We empower entrepreneurs and small business owners with streamlined access to funding, simplifying the often complex process of securing capital. Our platform focuses on providing a fast and efficient route to capital for businesses needing working capital, expansion funding, or other financial needs.
Bankroll’s intuitive interface and straightforward application process make obtaining capital easier than ever before. We are dedicated to supporting the growth of small businesses across the United States.
Founded in 2018, Bankroll currently employs 13 people and is headquartered in Irvine, California. We are committed to innovation and customer satisfaction, continually refining our platform to meet the evolving needs of our clients.
Finance
Financial Services
Aspire Mortgage Advisors is a leading mortgage advisor based in Plano, Texas, dedicated to helping Texans achieve their homeownership dreams.
We specialize in providing a personalized and supportive experience for clients seeking a wide range of mortgage solutions, including Single Family Home Loans, FHA, USDA, VA Loans, and more. Our team of experienced loan officers is committed to finding the right loan to fit your individual needs and financial goals.
At Aspire Mortgage Advisors, we prioritize building long-term relationships with our clients, offering expert guidance and transparent communication throughout the entire mortgage process. We aspire to be your lender for life, providing exceptional service and competitive rates. Serving Texas, Colorado, Florida, Idaho, Oklahoma, Tennessee, North Carolina, South Carolina, California, Arkansas, New Hampshire, Washington, Illinois, Montana, Ohio, Alabama, Pennsylvania, Maryland, Georgia, North Dakota, Oregon, and Maine.
We specialize in providing a personalized and supportive experience for clients seeking a wide range of mortgage solutions, including Single Family Home Loans, FHA, USDA, VA Loans, and more. Our team of experienced loan officers is committed to finding the right loan to fit your individual needs and financial goals.
At Aspire Mortgage Advisors, we prioritize building long-term relationships with our clients, offering expert guidance and transparent communication throughout the entire mortgage process. We aspire to be your lender for life, providing exceptional service and competitive rates. Serving Texas, Colorado, Florida, Idaho, Oklahoma, Tennessee, North Carolina, South Carolina, California, Arkansas, New Hampshire, Washington, Illinois, Montana, Ohio, Alabama, Pennsylvania, Maryland, Georgia, North Dakota, Oregon, and Maine.
Finance
Financial Services
First Choice Debt Relief is a leading debt relief agency based in Irvine, California, specializing in helping individuals across the United States manage and reduce their outstanding debts.
We provide comprehensive debt solutions, including debt settlement, debt negotiation, and debt consolidation, empowering clients to regain control of their finances and achieve financial freedom. Our services are designed for individuals struggling with credit card debt, medical bills, personal loans, and other forms of unsecured debt.
First Choice Debt Relief distinguishes itself through a commitment to personalized support and transparent communication. Since 2008, we’ve built a strong reputation for integrity and delivering tangible results. We operate with an A+ rating from the Better Business Bureau, reflecting our dedication to ethical practices and client satisfaction. We are a team of experienced debt specialists dedicated to providing compassionate guidance and effective strategies for debt resolution.
With a team of 12 professionals, we’re dedicated to helping you find a path to a brighter financial future.
We provide comprehensive debt solutions, including debt settlement, debt negotiation, and debt consolidation, empowering clients to regain control of their finances and achieve financial freedom. Our services are designed for individuals struggling with credit card debt, medical bills, personal loans, and other forms of unsecured debt.
First Choice Debt Relief distinguishes itself through a commitment to personalized support and transparent communication. Since 2008, we’ve built a strong reputation for integrity and delivering tangible results. We operate with an A+ rating from the Better Business Bureau, reflecting our dedication to ethical practices and client satisfaction. We are a team of experienced debt specialists dedicated to providing compassionate guidance and effective strategies for debt resolution.
With a team of 12 professionals, we’re dedicated to helping you find a path to a brighter financial future.
Finance
Financial Services
Legacy PCG is a leading wealth management firm based in Irvine, California, dedicated to helping high-net-worth individuals and families build and preserve their financial legacies.
We specialize in providing comprehensive financial planning services, including retirement, education, trust & estate, business, cash flow, insurance, and tax planning. Our unique approach centers around the Round Table of Advisors, a collaborative process that ensures alignment of goals and strategies across all your professional advisors – your tax advisors, estate planners, business managers, and attorney.
At Legacy PCG, we prioritize building strong, trusting relationships with our clients, understanding that open communication and a tailored strategy are key to achieving their long-term financial objectives. We’re committed to navigating the complexities of wealth management with a personalized touch, ensuring your financial future is secure and aligned with your aspirations.
We specialize in providing comprehensive financial planning services, including retirement, education, trust & estate, business, cash flow, insurance, and tax planning. Our unique approach centers around the Round Table of Advisors, a collaborative process that ensures alignment of goals and strategies across all your professional advisors – your tax advisors, estate planners, business managers, and attorney.
At Legacy PCG, we prioritize building strong, trusting relationships with our clients, understanding that open communication and a tailored strategy are key to achieving their long-term financial objectives. We’re committed to navigating the complexities of wealth management with a personalized touch, ensuring your financial future is secure and aligned with your aspirations.
Finance
Financial Services
Tiger Loans, Inc is a leading direct mortgage lender headquartered in Irvine, Southern California, specializing in a full suite of mortgage solutions for borrowers across the United States.
We proudly serve a diverse range of clients, including first-time homebuyers, veterans, and those seeking to refinance their existing mortgages. Our mission is to simplify the home buying and lending process, providing competitive rates, fast closings, and expert guidance every step of the way.
What sets Tiger Loans apart is our commitment to transparency and personalized service. We offer a wide array of loan programs – including Conventional, FHA, VA, USDA, Jumbo, and Non-QM – tailored to meet individual needs and financial goals. We are licensed in 15 states and operate with a focus on building long-term relationships based on trust and integrity.
Since 2012, Tiger Loans has been dedicated to helping families achieve their dreams of homeownership. We are an Equal Housing Lender and NMLS #1169300.
We proudly serve a diverse range of clients, including first-time homebuyers, veterans, and those seeking to refinance their existing mortgages. Our mission is to simplify the home buying and lending process, providing competitive rates, fast closings, and expert guidance every step of the way.
What sets Tiger Loans apart is our commitment to transparency and personalized service. We offer a wide array of loan programs – including Conventional, FHA, VA, USDA, Jumbo, and Non-QM – tailored to meet individual needs and financial goals. We are licensed in 15 states and operate with a focus on building long-term relationships based on trust and integrity.
Since 2012, Tiger Loans has been dedicated to helping families achieve their dreams of homeownership. We are an Equal Housing Lender and NMLS #1169300.
Finance
Financial Services
I-ON Digital Corp is a St. Petersburg, Florida-based digital asset banking company specializing in the digitization and tokenization of real-world assets, particularly in-situ gold.
We transform physical gold into blockchain-secured digital securities and stablecoins, bridging the gap between traditional finance (TradFi) and decentralized finance (DeFi).
I-ON Digital leverages a proprietary Digital Asset Technology (DAT) platform, incorporating hybrid blockchain, smart contracts, and institutional-grade compliance to unlock untapped resource value sustainably. Our flagship asset, IONau, is backed by LBMA-priced, physically allocated gold, offering institutional-grade security and liquidity.
Through strategic partnerships and its founding role in the RWA Federation, I-ON is architecting an institutional-grade tokenization framework, empowering banks and institutions to securely tokenize and deploy real-world assets in scalable on-chain markets. IONau and I-ON’s Digital Gold Treasury represent the future of gold investment.
We transform physical gold into blockchain-secured digital securities and stablecoins, bridging the gap between traditional finance (TradFi) and decentralized finance (DeFi).
I-ON Digital leverages a proprietary Digital Asset Technology (DAT) platform, incorporating hybrid blockchain, smart contracts, and institutional-grade compliance to unlock untapped resource value sustainably. Our flagship asset, IONau, is backed by LBMA-priced, physically allocated gold, offering institutional-grade security and liquidity.
Through strategic partnerships and its founding role in the RWA Federation, I-ON is architecting an institutional-grade tokenization framework, empowering banks and institutions to securely tokenize and deploy real-world assets in scalable on-chain markets. IONau and I-ON’s Digital Gold Treasury represent the future of gold investment.
Finance
Financial Services
QwickRoute is a Florida-based execution services agency, part of the MCAP group, delivering advanced liquidity seeking algorithmic trading solutions for institutional investors and broker-dealers.
We specialize in providing aRFQ™, our proprietary automated RFQ order type, empowering clients to harness liquidity and command the market. Our platform combines deep market expertise with cutting-edge technology to solve key execution challenges – enhancing efficiency, minimizing market impact, and optimizing performance.
QwickRoute’s aRFQ™ solution merges orders and delivers a single execution price, offering competitive auctions, optimal execution, and scalable liquidity. We’re dedicated to simplifying operations, adapting to evolving market conditions, and driving innovation in execution, ultimately providing our clients with a significant edge.
We specialize in providing aRFQ™, our proprietary automated RFQ order type, empowering clients to harness liquidity and command the market. Our platform combines deep market expertise with cutting-edge technology to solve key execution challenges – enhancing efficiency, minimizing market impact, and optimizing performance.
QwickRoute’s aRFQ™ solution merges orders and delivers a single execution price, offering competitive auctions, optimal execution, and scalable liquidity. We’re dedicated to simplifying operations, adapting to evolving market conditions, and driving innovation in execution, ultimately providing our clients with a significant edge.
Finance
Financial Services
Integrity Tax Consulting is a national firm specializing in real estate and personal property tax services, headquartered in Fort Wayne, Indiana.
We are dedicated to reducing your property tax liability and improving overall tax performance, ensuring you only pay what is owed. Our team of certified Level III Assessor Appraisers leverages over 115 years of combined experience to deliver optimal results.
Integrity Tax Consulting employs a unique, non-adversarial approach to property tax appeals, fostering cooperative relationships with local officials and consistently achieving a 99% recovery rate for our clients. We provide comprehensive services including assessed values, property tax review, and assessment analysis, helping businesses maximize profitability and minimize tax burdens.
We save our clients an average of 25-30% on their taxes, and have a proven track record of success, as demonstrated by our ability to secure over $13.8 million in savings for a global leader in retail and wholesale distribution, and $9.6 million for a steel industry giant.
We are dedicated to reducing your property tax liability and improving overall tax performance, ensuring you only pay what is owed. Our team of certified Level III Assessor Appraisers leverages over 115 years of combined experience to deliver optimal results.
Integrity Tax Consulting employs a unique, non-adversarial approach to property tax appeals, fostering cooperative relationships with local officials and consistently achieving a 99% recovery rate for our clients. We provide comprehensive services including assessed values, property tax review, and assessment analysis, helping businesses maximize profitability and minimize tax burdens.
We save our clients an average of 25-30% on their taxes, and have a proven track record of success, as demonstrated by our ability to secure over $13.8 million in savings for a global leader in retail and wholesale distribution, and $9.6 million for a steel industry giant.
Finance
Financial Services
Scorenomics is a US-based R&D company specializing in **behavioral credit risk modeling** for the financial services industry.
We develop innovative data science solutions that help lenders – particularly those focused on **hard-to-underwrite consumers** – make more informed and secure lending decisions. Scorenomics leverages proprietary behavioral data and advanced machine learning models to identify new signals of creditworthiness, improving risk assessment accuracy and expanding access to credit.
Our approach centers on uncovering hidden patterns within consumer behavior, providing a more holistic view of creditworthiness than traditional methods. We’re dedicated to transforming the lending landscape with data-driven insights, ultimately benefiting both lenders and borrowers. We are focused on providing cutting-edge solutions for the financial services sector.
We develop innovative data science solutions that help lenders – particularly those focused on **hard-to-underwrite consumers** – make more informed and secure lending decisions. Scorenomics leverages proprietary behavioral data and advanced machine learning models to identify new signals of creditworthiness, improving risk assessment accuracy and expanding access to credit.
Our approach centers on uncovering hidden patterns within consumer behavior, providing a more holistic view of creditworthiness than traditional methods. We’re dedicated to transforming the lending landscape with data-driven insights, ultimately benefiting both lenders and borrowers. We are focused on providing cutting-edge solutions for the financial services sector.
Finance
Financial Services
Applied Financial Planning, Inc is a California-based financial advisory firm dedicated to helping individuals and families achieve financial independence and build lasting legacies.
We provide a comprehensive suite of services, including financial planning, retirement planning, investment management, estate planning, and tax planning, all delivered with a personalized approach and a commitment to acting as a fiduciary.
What distinguishes Applied Financial Planning is our focus on building strong, long-term relationships with our clients, offering customized strategies tailored to their unique needs and goals. We combine the expertise of a seasoned team with the personal attention of a trusted advisor, ensuring you receive the guidance and support you need to navigate your financial journey. Our team is committed to helping you find financial independence and lead a life of financial significance.
As fiduciaries, we are not tied to a particular family of funds or investment products, allowing us to make recommendations based solely on what’s best for you. We offer integrated tax planning and utilize tools like the SECURE Act RMD Calculator and 401(K) Calculator to help you plan for the future.
We provide a comprehensive suite of services, including financial planning, retirement planning, investment management, estate planning, and tax planning, all delivered with a personalized approach and a commitment to acting as a fiduciary.
What distinguishes Applied Financial Planning is our focus on building strong, long-term relationships with our clients, offering customized strategies tailored to their unique needs and goals. We combine the expertise of a seasoned team with the personal attention of a trusted advisor, ensuring you receive the guidance and support you need to navigate your financial journey. Our team is committed to helping you find financial independence and lead a life of financial significance.
As fiduciaries, we are not tied to a particular family of funds or investment products, allowing us to make recommendations based solely on what’s best for you. We offer integrated tax planning and utilize tools like the SECURE Act RMD Calculator and 401(K) Calculator to help you plan for the future.
Finance
Financial Services
TRU Mortgage is a direct lender and an approved Seller/Servicer for both Fannie Mae and Freddie Mac, based in Irvine, California.
We simplify the mortgage process for homeowners and prospective buyers, offering a streamlined experience through our innovative L’N platform.
TRU Mortgage’s core mission is to educate and empower consumers, providing a transparent and user-friendly approach to securing a loan. Our team of over 130 experienced professionals is dedicated to evaluation and execution, ensuring a positive outcome for every client.
With a 30-day money-back guarantee and a wide reach across 35 states, TRU Mortgage is committed to delivering exceptional service and building lasting relationships.
We simplify the mortgage process for homeowners and prospective buyers, offering a streamlined experience through our innovative L’N platform.
TRU Mortgage’s core mission is to educate and empower consumers, providing a transparent and user-friendly approach to securing a loan. Our team of over 130 experienced professionals is dedicated to evaluation and execution, ensuring a positive outcome for every client.
With a 30-day money-back guarantee and a wide reach across 35 states, TRU Mortgage is committed to delivering exceptional service and building lasting relationships.
Finance
Financial Services
University of Toledo Federal Credit Union is a local credit union serving the faculty, staff, students, and alumni of the University of Toledo since 1964.
Founded as T.U.T. Federal Credit Union with just thirteen members, UTFCU has grown to nearly 7,000 members nationwide, providing a comprehensive suite of financial services.
We offer a range of lending products, including home loans, auto loans, personal loans, and credit cards, alongside convenient banking services like online and mobile banking. Our commitment to member satisfaction and competitive rates makes us a trusted financial partner for the Toledo community.
As a not-for-profit cooperative, UTFCU is dedicated to providing value to its members, fostering financial well-being and supporting the University of Toledo’s mission.
Founded as T.U.T. Federal Credit Union with just thirteen members, UTFCU has grown to nearly 7,000 members nationwide, providing a comprehensive suite of financial services.
We offer a range of lending products, including home loans, auto loans, personal loans, and credit cards, alongside convenient banking services like online and mobile banking. Our commitment to member satisfaction and competitive rates makes us a trusted financial partner for the Toledo community.
As a not-for-profit cooperative, UTFCU is dedicated to providing value to its members, fostering financial well-being and supporting the University of Toledo’s mission.
Finance
Financial Services
Compass Financial Advisors is a Fort Wayne, Indiana-based wealth management firm dedicated to helping individuals and families achieve their financial goals.
We take a holistic, strategic approach to financial planning, examining how all the pieces of a client’s financial landscape fit together. Our team provides highly individualized Wealth Management services, encompassing Tax and Estate Planning, Investment Management, Liabilities Management, and Private Banking Services.
What sets Compass Financial Advisors apart is our commitment to independence and client-centricity. We are not tied to proprietary products or platforms, allowing us to deliver customized strategies tailored to each client’s unique needs. We’ve been serving clients for over 60 years, building a strong reputation for education and accessible advice.
We pride ourselves on our experienced team and our dedication to building long-term relationships based on trust and open communication.
We take a holistic, strategic approach to financial planning, examining how all the pieces of a client’s financial landscape fit together. Our team provides highly individualized Wealth Management services, encompassing Tax and Estate Planning, Investment Management, Liabilities Management, and Private Banking Services.
What sets Compass Financial Advisors apart is our commitment to independence and client-centricity. We are not tied to proprietary products or platforms, allowing us to deliver customized strategies tailored to each client’s unique needs. We’ve been serving clients for over 60 years, building a strong reputation for education and accessible advice.
We pride ourselves on our experienced team and our dedication to building long-term relationships based on trust and open communication.
Finance
Financial Services
SecureWay Financial is a Plano, Texas-based debt resolution company specializing in unsecured consumer debt solutions for U.S. consumers.
We help individuals struggling with credit card debt, personal loans, medical bills, and collections reduce their overall debt obligations and create structured resolution plans designed to restore long-term financial stability.
SecureWay Financial distinguishes itself through its team of experienced, IAPDA certified debt advisors, a disciplined operational process, and a strong compliance framework focused on the U.S. financial services market. We prioritize clear communication and consistent client support throughout the entire resolution process.
Since our founding, we’ve helped over 24,000 Americans move beyond debt and regain financial control, resolving over $500 million in debt through our partner network. We are committed to providing personalized solutions and a stress-free experience.
We help individuals struggling with credit card debt, personal loans, medical bills, and collections reduce their overall debt obligations and create structured resolution plans designed to restore long-term financial stability.
SecureWay Financial distinguishes itself through its team of experienced, IAPDA certified debt advisors, a disciplined operational process, and a strong compliance framework focused on the U.S. financial services market. We prioritize clear communication and consistent client support throughout the entire resolution process.
Since our founding, we’ve helped over 24,000 Americans move beyond debt and regain financial control, resolving over $500 million in debt through our partner network. We are committed to providing personalized solutions and a stress-free experience.
Finance
Financial Services
Steadfast Direct is a California-based private wealth platform connecting accredited investors with institutional-quality multifamily real estate opportunities.
Backed by over 30 years of experience and more than $8 billion in transactions, Steadfast Direct offers direct access to stabilized and income-producing apartment communities, structured for durability and long-term value creation.
Our vertically integrated approach, combined with disciplined acquisitions and sponsor co-investment, ensures transparency, minimized risk, and a target net annual return of 6.5%. We prioritize investor education and align our incentives with your success, providing a truly collaborative investment experience.
Steadfast Direct’s proven track record includes managing 55,000+ units across 22 states and delivering a 33.1% average IRR on realized multifamily investments.
Backed by over 30 years of experience and more than $8 billion in transactions, Steadfast Direct offers direct access to stabilized and income-producing apartment communities, structured for durability and long-term value creation.
Our vertically integrated approach, combined with disciplined acquisitions and sponsor co-investment, ensures transparency, minimized risk, and a target net annual return of 6.5%. We prioritize investor education and align our incentives with your success, providing a truly collaborative investment experience.
Steadfast Direct’s proven track record includes managing 55,000+ units across 22 states and delivering a 33.1% average IRR on realized multifamily investments.
Finance
Financial Services
CIO Wealth Strategies is a private wealth advisory practice of Ameriprise Financial Services, LLC, based in Omaha, Nebraska. We provide comprehensive financial planning and investment management solutions to help individuals and families achieve their long-term goals.
Our team specializes in investments, retirement plan distribution, retirement income strategies, tax planning, and retirement planning. We work closely with our clients to understand their unique circumstances and develop personalized strategies tailored to their needs.
What sets CIO Wealth Strategies apart is our commitment to building lasting relationships with our clients, based on trust, integrity, and a deep understanding of their financial aspirations. We leverage the resources of Ameriprise Financial to deliver exceptional service and expertise.
CIO Wealth Strategies has been recognized by Forbes as a 2026 Best-in-State Wealth Management Team, demonstrating our dedication to client satisfaction and financial success.
We proudly serve clients across Nebraska and beyond, offering a range of services to meet diverse financial needs.
Our team specializes in investments, retirement plan distribution, retirement income strategies, tax planning, and retirement planning. We work closely with our clients to understand their unique circumstances and develop personalized strategies tailored to their needs.
What sets CIO Wealth Strategies apart is our commitment to building lasting relationships with our clients, based on trust, integrity, and a deep understanding of their financial aspirations. We leverage the resources of Ameriprise Financial to deliver exceptional service and expertise.
CIO Wealth Strategies has been recognized by Forbes as a 2026 Best-in-State Wealth Management Team, demonstrating our dedication to client satisfaction and financial success.
We proudly serve clients across Nebraska and beyond, offering a range of services to meet diverse financial needs.
Finance
Financial Services
Company Name | Location | Category | Employees | Accuracy | Website | |
|---|---|---|---|---|---|---|
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 | ||
Irvine, United States (US) | Finance and Banking Finance and Banking | 20-30 | oakwoodwealth@oakwoodwp.com | http://www.oakwoodwealthpartners.com | ||
Orlando, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@hadeplatform.com | https://www.hadeplatform.com | ||
Fort Wayne, United States (US) | Finance and Banking Finance and Banking | 10-20 | jbc@jbcteam.com | https://www.jbcteam.com/ | ||
Sacramento, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@ampayusa.com | https://www.ampayusa.com | ||
McLean, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@ofswealth.com | http://www.ofswealth.com | ||
Fort Wayne, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@heartwood.nm.com | http://heartwood.nm.com | ||
Jersey City, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@sdm.financial | https://www.sdm.financial | ||
Jersey city, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@svsai.club | https://svsai.club/ | ||
Winston Salem, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@semmax.com | https://semmax.com | ||
Irvine, United States (US) | Finance and Banking Finance and Banking | 30-50 | info@payinprivate.com | http://www.payinprivate.com | ||
Durham, United States (US) | Finance and Banking Finance and Banking | 10-20 | admin@capval-llc.com | http://www.capval-llc.com | ||
Orlando, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@spfadvisors.com | https://spfadvisors.com/ | ||
Irvine, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@privatemortgageleads.ai | https://www.PrivateMortgageLeads.ai | ||
Orlando, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@quilligence.com | http://www.quilligence.com | ||
St Petersburg, United States (US) | Finance and Banking Finance and Banking | 10-20 | hello@adaptivpayments.com | https://adaptivpayments.com/ | ||
Orlando, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@bnlfinance.com | https://bnlfinance.com | ||
St. Petersburg, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@returnstacked.com | http://www.returnstacked.com | ||
Tampa, United States (US) | Finance and Banking Finance and Banking | 10-20 | contact@richlandcommunities.com | http://richlandinvestments.com | ||
Newark, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@svworkdaytraining.com | http://www.svworkdaytraining.com | ||
Rolling Meadows, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@pathwayfinancial.org | http://www.pathwayfinancial.org | ||
St Petersburg, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@semblerinvestments.com | http://semblerinvestments.com | ||
Houston, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@taxationsolutions.net | http://www.taxationsolutions.net/ | ||
Corona, United States (US) | Finance and Banking Finance and Banking | 30-50 | info@pacificmortgageca.com | https://pacificmortgageca.com | ||
Richmond, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@mfs.nm.com | http://mfs.nm.com | ||
Orlando, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@rykerdouglas.com | http://www.rykerdouglas.com | ||
Plano, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@imaginerl.com | http://www.imaginerl.com | ||
Plano, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@achprocessing.com | http://www.achprocessing.com | ||
Irvine, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@treonet.com | http://www.treonet.com | ||
Plano, United States (US) | Finance and Banking Finance and Banking | 20-30 | info@greenbrickmortgage.com | http://www.greenbrickmortgage.com | ||
Saint Petersburg, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@congruitcredit.com | https://congruitcredit.com | ||
St Petersburg, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@theinsightsolution.com | https://www.theinsightsolution.com | ||
Irvine, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@bankroll.io | http://www.bankroll.io | ||
Plano, United States (US) | Finance and Banking Finance and Banking | 20-30 | wally@aspiremortgageadvisors.com | http://www.aspiremortgageadvisors.com | ||
Irvine, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@firstchoicedebtrelief.com | https://www.firstchoicedebtrelief.com/ | ||
Irvine, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@legacy%27s.com | http://Www.legacy%27s.com | ||
Irvine, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@tigerloans.com | http://www.tigerloans.com | ||
St. Petersburg, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@iondigitalcorp.com | https://iondigitalcorp.com/ | ||
Orlando, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@mcapmarkets.com | https://mcapmarkets.com/qwickroute | ||
Fort Wayne, United States (US) | Finance and Banking Finance and Banking | 20-30 | info@integritytax.com | http://www.integritytax.com/ | ||
Irvine, United States (US) | Finance and Banking Finance and Banking | 10-20 | sales@scorenomics.com | https://www.scorenomics.com | ||
Irvine, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@appliedfinancialplanning.com | https://www.appliedfinancialplanning.com/ | ||
Irvine, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@jointru.com | http://jointru.com | ||
Toledo, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@uoftfcu.com | http://uoftfcu.com | ||
Fort Wayne, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@compassadvisor.com | http://compassadvisor.com | ||
Plano, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@securewayfinancial.com | https://securewayfinancial.com/ | ||
Irvine, United States (US) | Finance and Banking Finance and Banking | 10-20 | invest@steadfast-direct.com | https://steadfast-direct.com/ | ||
Omaha, United States (US) | Finance and Banking Finance and Banking | 30-50 | info@ameripriseadvisors.com | https://www.ameripriseadvisors.com/team/cio-wealth-strategies/ |
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Frequently asked questions
Updated 23 October 2026
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