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 12877 companies in this sector. The largest share of listings is based in United States (US). Related sectors on Enterprise League include Accounting, Banking, Auditing, Financial Exports, Asset Management, Financial Exchanges, Angel Investment.
12,877 companies
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Financial Services
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zerohash is the leading infrastructure provider for crypto, stablecoin, and tokenized assets. Its API and embeddable dev-kit enable innovators to easily launch solutions across cross-border payments, commerce, trading, remittance, payroll, tokenization, and on/off-ramps. The company has a global regulatory footprint across the EU, Latin America, Australia, New Zealand, Bermuda, and the U.S., and operates regulated entities in 51 U.S. jurisdictions. For more information, visit zerohash.com.
Financial Services
Based in Boston and New York City, Charlesbank is a leading middle-market private investment firm with more than $20 billion in assets under management as of 9/30/2025. Drawing on nearly three decades of experience and sector insights, the firm takes a thematic approach to investing across its target sectors: business and consumer services, healthcare, industrials and technology & technology infrastructure. Charlesbank partners with talented management teams to help businesses unlock value and accelerate growth, with a focus on long-term value creation. The firm provides flexible capital through its complementary private equity and credit strategies, which collaborate closely to harness the firm’s collective capabilities, resources and network.
Disclaimer: The information on this page is for informational purposes only. Nothing on or within this page constitutes a solicitation, offer, recommendation or representation of suitability or endorsement of any security or investment or any product of Charlesbank or Charlesbank-managed funds. Charlesbank is not responsible for any content posted by third parties to this page.
Financial Services
We didn't just set a new bar in product and pricing technology; we redefined it.
Polly has pioneered the next generation of mortgage capital markets technology with its cutting-edge, data-driven platform. Its enterprise-grade solutions, including the industry's only cloud-native, commercially scalable product, pricing, and eligibility (PPE) engine and first-of-its-kind Polly/™ AI platform, empower the nation's top banks, credit unions, and mortgage lenders to increase profitability, automate workflows, and revolutionize the loan officer and broker experiences. As a mortgage technology trailblazer, Polly is committed to driving meaningful value and ROI through best-in-class innovation that enables unlimited configurability, flexibility, granularity, and scalability.
Recognized as a pioneer in mortgage capital markets, as well as in culture and career development, Polly was named to Forbes' America's Best Startup Employers in 2025 and 2026. This evaluation was based on three key criteria: employer reputation, employee satisfaction, and company growth.
Financial Services
Strategas is an institutional brokerage firm. Founded in 2006 by Jason DeSena Trennert, Nicholas Bohnsack, and Don Rissmiller, the firm provides macro research, corporate advisory and capital markets services to institutional managers and corporate executives in more than 20 countries across the globe. Strategas is the market strategy arm of Baird, an employee-owned global financial services firm. Since 2018, we have operated as an independent, wholly owned subsidiary of Baird and remain an independent broker-dealer.
Our team of 60 research analysts, institutional salespeople and sales traders, and capital markets professionals works from offices in New York and Washington, D.C. We are fortunate to count some of the world’s premier corporations, institutional investors, financial sponsors and governments among our clients.
Through Strategas Asset Management, we manage a suite of macro thematic investment strategies by institutional mandate and for high- and ultra-high-net-worth investors.
Financial Services
Tally is a consumer tech company pioneering full-service financial automation. Founded in 2015, we built the first automated debt manager to help people overcome credit card debt and put billions of dollars back in people’s pockets. Tally’s vision is to automate people’s entire financial lives, so they can stress less about money and do more of what they love.
Financial Services
Atomic is the venture studio that pioneered the model of starting companies by pairing founders with the best ideas, teams, and resources. When entrepreneurs team up with Atomic, they join a group of experienced founders and a ready-made team of experts who have successfully built many companies, generating billions of dollars in value. Our fourth fund of $320 million is used exclusively to fund companies started at Atomic.
Financial Services
Ritholtz Wealth is a registered investment advisory (RIA) firm focused on providing financial planning and wealth management services to our clients. We use our technological savvy and planning expertise to enable investors to achieve their specific life and retirement goals.
We work directly with clients on a fee-only basis and choose to be held to a fiduciary standard. Giving the right advice is the soul of our firm.
We work for – and are solely compensated by – our clients; those are the only interests we serve.
“Likes” or other comments are not intended to be endorsements of Ritholtz Wealth Management, our advisors, or our services. All thoughts and opinions expressed herein are those of the commentators, who may or may not be clients, and are not influenced or compensated by Ritholtz Wealth Management, or any of its affiliates, in any way. See disclosures here: https://ritholtzwealth.com/social-media-disclosures/
Financial Services
Lone Pine is a research-driven, fundamental equity investor founded in 1997. Since inception, we have focused on developing a leading investment platform that distills global, cross-sector idiosyncratic and thematic research into concentrated portfolios of our best ideas. Our integrated investment team works collaboratively to invest in what we believe to be high-quality companies to generate attractive risk-adjusted returns for our partners.
Please be aware that Lone Pine's name, brand, and reputation may be misused by unauthorized third parties. We do not provide investment advice or otherwise solicit capital via social media, including LinkedIn and Facebook, or encrypted chat platforms, including Telegram, WhatsApp, or Signal. If you receive a communication that appears suspicious, please report it to us at hrcontacts@lpcap.com.
Financial Services
Qatalyst Partners is a global, independent investment bank that provides high impact strategic and financial advice to senior management and boards of established and emerging technology leaders on matters crucial to their growth and success.
Our mission is to serve our clients as a catalyst for positive change by helping them navigate and capitalize on the transformational forces affecting the global technology industry. Qatalyst advises clients on a broad array of strategic alternatives including mergers, acquisitions, shareholder activism, hostile takeovers and takeover defense, leveraged buyouts, divestitures, IPOs, spinoffs, recapitalizations, capital structure and capital raising alternatives. Our advisors combine an extensive network of relationships with deep industry knowledge and seasoned transaction expertise to deliver a superior, senior level of service for clients who value experience, judgement, candor and insight. Qatalyst’s sole focus is to deliver high value, independent advice based on the best interests of our clients.
Financial Services
Founded in 2020, Mesh is the first global payment network for crypto, connecting hundreds of exchanges, wallets, and payment service providers to enable seamless digital asset payments and conversions. By unifying these platforms into a single network, Mesh is pioneering an open, connected, and secure ecosystem for digital finance.
Financial Services
Lili is an award-winning online banking platform built specifically for U.S. small businesses. Lili supports businesses from the moment they open their doors and continues to serve them as they grow into higher-revenue, multi-employee operations. Lili focuses on building reliable financial infrastructure that scales with the business, combining core banking, fast payments, strong customer support, and built-in tools for long-term financial health.
*Lili is a financial technology company, not a bank. Banking services provided by Choice Financial Group, Member FDIC.
Financial Services
We are the leading payment services and luxury lifestyle management group available to individuals, families and businesses who appreciate the very best the world has to offer. With over 25 years’ experience, we are exemplary in serving elite clientele with the most discerning tastes and demanding lifestyles. Membership is by invitation only.
Welcome to the world of Insignia.
Find us on:
www.instagram.com/insignia.worldwide
Financial Services
Our platform powers the entire nonprofit back office, from collections and budget allocation to spend management, reporting, and 990 e-filing. Through automated workflows designed around the realities of structured nonprofits, Crowded becomes your financial system of record.
We replace fragmented spreadsheets and disconnected tools with unified financial infrastructure, giving organizations greater visibility, stronger oversight, and built-in compliance.
Our mission is simple: help nonprofits focus more on their impact and less on financial administration, without compromising accuracy, transparency, or control.
Financial Services
Founded in 1998, Great Hill Partners is a private equity firm targeting investments of $100 million to $750 million in high-growth companies across the software, financial services, healthcare, consumer, and business services sectors. With offices in Boston and London, Great Hill has raised funds with over $19 billion in commitments and invested in more than 100 companies since 1998, establishing an extensive track record of building long-term partnerships with entrepreneurs and providing flexible resources to help middle-market companies scale. Great Hill has been recognized for its industry leadership, ranking in the top 5 of HEC Paris-Dow Jones’ Mid-Market, Large Buyout, and Upper Mid-Market Performance Ranking lists for five consecutive years (2021–2025). For more information, including a list of all Great Hill investments, please visit www.greathillpartners.com.
Disclaimer: An additional HEC ranking was awarded that is not presented herein. Further information is available upon request. Great Hill Partners did not provide any compensation to HEC Paris-Dow Jones to be considered for any of these rankings.
Financial Services
Hold Brothers Capital, LLC is a leading direct access trading firm that deals primarily with the trading of domestic equities. A self-clearing broker-dealer, the firm is a member of the FINRA and SIPC.
Hold Brothers offers the latest technology to traders providing high speed direct access to the equity markets though proprietary software and API connectivity. This fast, efficient operation offers comprehensive summary reporting and superior technology and service.
The mission of Hold Brothers is to maximize the efficiency of its traders by providing superior trading technology, support services, and maintaining the integrity of its traders order flow by prohibiting third party access and in house mirroring.
They strive to lead the industry through a proactive and ongoing quest for innovation and a total commitment to their trader's success.
By offering competitive prices, timely, accurate market information and a state-of-the-art trading environment, Hold Brothers builds a strong foundation for continued growth. Hold Brothers is dedicated to the art of trading, maintaining the highest standards of excellence and integrity.
Facebook - https://www.facebook.com/hold.brothers/
Twitter - https://twitter.com/HoldBrosCapital
Google+ - https://plus.google.com/u/3/+HoldBrothersCapitalNewYork/about
Youtube - https://www.youtube.com/channel/UCsxP3yCEzkFfKkCU15yCzjg
Financial Services
Origin is your personal AI financial advisor. With Origin, you can track your spending, investments, and net worth, and optimize your financial future—all in one place. Connect your accounts to see everything in a single view, with transactions automatically categorized, and ask our Advisor anything about your money for personalized, real-time answers rooted in your own data.
Origin supports both individuals and workplaces. Employers bring Origin to their teams to improve financial health with the same all-in-one platform, global coverage in more than seventy countries, support in more than seventy languages, and access to financial professionals. This helps people make better decisions, reduce stress, and get more value from the benefits they already have.
Origin is led by repeat founders and backed by leading venture firms including Founders Fund, Felicis, and General Catalyst. We’re growing quickly and looking for passionate people to join our global team.
Financial Services
Named to the 2026 Forbes Fintech 50, Maybern is the system of record for private funds. We're building category-defining software for private funds.
Our mission: empower the office of the modern Fund CFO to shift from operational validator to strategic leader.
We encode fund logic into a structured, computable data model. Every number is auditable, versioned, and traceable. When fund data is structured and correct by design, you can build on top of it, enabling new insights not possible across spreadsheets.
Financial Services
Our mission is to revolutionize the alternative investment industry by connecting all stakeholders through one unified platform, where cutting-edge technology meets unparalleled collaboration, data-driven insights, and exceptional service.
Said differently: Arch is the way to unlock the full value of your alts business.
Financial Services
Boost Payment Solutions optimizes the use and acceptance of commercial cards through its suite of proprietary technology-enabled solutions. Boost has reinvented how commercial card payments are initiated, accepted and processed for thousands of companies around the world. As the only fintech acquirer exclusively focused on the B2B marketplace, Boost is making commercial cards a cost effective, scalable and secure alternative to traditional and cumbersome payment methods. Boost features a global footprint and is headquartered in New York, NY.
Financial Services
tZERO is a pioneer in blockchain and tokenization innovation for financial markets, delivering institutional-grade technology and a regulated marketplace for tokenized securities and other assets. tZERO empowers issuers to digitize and manage their ownership records, while giving investors, institutions, and broker-dealers greater access to private assets. By combining compliance, security, and automation, tZERO is redefining how capital is raised, traded, and owned in the Web3 era.
Social Media Disclosures:
https://www.tzero.com/social-media-disclosure
Financial Services
Fora Financial was founded in 2008, with the mission to provide capital funding to small business under a simple and seamless process.
We are passionately driven to solve business owners’ biggest challenge to success: access to capital. With Fora Financials’ help, small business can finally unlock potential to reach new heights.
Fora Financial is a leading business financing lender, that has provided over $4 billion to more than 55,000 business owners nationwide. We provide fast, flexible financing for small to mid-sized businesses so that they can invest in their operations however they see fit.
At Fora Financial, we provide a customized funding approach, listening to customers and understanding their needs in an ever-changing financial market.
Located in new offices in New York and Miami, the Fora Financial team is responsible for providing our clients with personalized consultative support. We are a partner-centric organization, and we pride ourselves on supporting the small business community.
Refer a Business:
https://www.forafinancial.com/refer-a-business/
Twitter:
https://twitter.com/ForaFinancial
Facebook:
https://www.facebook.com/Fora.Financial
Financial Services
Street Diligence is the AI deal-intelligence platform for navigating the complex world of private credit. Our product pairs domain-trained AI with seasoned analysts to break down even the most intricate credit agreements into clear, decision-ready insights.
Users collaborate with Street Diligence AI Agents to extract, benchmark, and monitor thousands of documents at scale—automating diligence workflows, de-risking negotiations, and accelerating time to close.
Financial Services
Extend brings modern spend control and expense management to every company card, complete with the AI-fueled, time-saving features that help businesses do more with the tools they already have. In one easy app, businesses can simplify their most essential expense processes—saving finance teams hours, even days, spent tracking employee expenses and reconciling card statements.
Extend works with corporate cards from a number of participating bank partners, including American Express, and also supports expense management features for any other eligible Visa or Mastercard—just connect the card you have to get started.
Extend was founded in 2017 by industry veterans of American Express, Capital One, and other Fortune 500 companies.
For more information visit paywithextend.com.
Financial Services
KPS Capital Partners, LP is the manager of KPS Special Situations Funds, a family of private equity funds with approximately $19.5 billion of assets under management (as of September 30, 2025). For over three decades, the Partners of KPS have worked exclusively to realize significant capital appreciation by making controlling equity investments in manufacturing and industrial companies across a diverse array of industries, including basic materials, branded consumer, healthcare and luxury products, automotive parts, capital equipment and general manufacturing. KPS has completed over 110 controlling investments through seven institutional investment funds.
KPS creates value for its investors by working constructively with talented management teams to make businesses better, and generates investment returns by structurally improving the strategic position, competitiveness and profitability of its portfolio companies, rather than primarily relying on financial leverage. The KPS Funds’ portfolio companies have aggregate annual revenues of approximately $21.2 billion, operate 202 manufacturing facilities in 21 countries, and have approximately 55,000 employees, directly and through joint ventures worldwide (as of September 30, 2025).
KPS creates new companies to acquire assets or businesses from large corporations, businesses owned by families or entrepreneurs, and businesses presented for sale in connection with financial restructurings, including companies owned by former creditor groups. KPS then transforms these businesses into independent, world-class, industry-leading enterprises.
KPS does not offer to sell, or solicit offers to purchase, any investment products or securities through any social media platforms or other Internet-based applications (including, but not limited to Twitter (X), Instagram, Facebook, TikTok, WhatsApp, LinkedIn and YouTube).
Financial Services
Arixa Capital specializes in bridge, construction, and renovation loans, from $250K to $70MM, for single family and multifamily residential investment projects.
Founded in 2006, Arixa Capital is a leading private real estate lender and alternative investment manager with over $7.0 billion in loan originations completed since inception and a servicing portfolio exceeding $2.0 billion as of 12/08/2025. As an independent, employee-owned firm, we are personally invested in the success of our borrowers and investors. Our reputation for reliability, transparency, and exceptional service inspires long-term relationships and is the foundation of our growth and success. The firm has offices in Los Angeles, CA and Phoenix, AZ.
Arixa Capital Advisors, LLC is licensed with the California Department of Financial Protection and Innovation. In California, all loans are made or arranged by Arixa Capital Advisors, LLC pursuant to a California Finance Lenders Law license No. 60DBO-98673 (NMLS ID No. 2318142). Arixa Capital Corporation is licensed with the California Department of Real Estate under license no. 02001940 (NMLS ID No. 1458115). Arixa AZ, LLC originates loans in Arizona and is licensed with the Arizona Department of Insurance and Financial Institutions under license no. BK-1029177 (NMLS ID No. 2187382). Please visit www.nmlsconsumeraccess.org for more licensing information. All Arixa companies make loans only for business or commercial purposes and not for personal, family, or household purposes. Loan product availability may be limited in certain states. This is not a commitment to lend. All loans are subject to borrower underwriting and credit approval, at Arixa’s sole and absolute discretion. Rates, fees and related terms are subject to change at any time without notice, and may vary among borrowers, depending on a variety of matters. Other restrictions may apply.
For our social media disclosures and full Terms of Use, please visit: www.arixacapital.com/terms.
Financial Services
Fundtec is a distinguished provider of fund services and business process management, dedicated to leveraging the combined strengths of people, process, and technology. Our mission is to deliver comprehensive solutions tailored to the needs of investment funds—including hedge funds, private equity, digital assets, venture capital, and real estate—as well as investment intermediaries such as broker-dealers, placement agents, boutique investment banks, and fund administrators.
Possessing deep domain expertise and a wealth of experience in managing a diverse array of operations for both investment funds and intermediaries, Fundtec offers a unique value proposition. Our approach is rooted in a profound understanding of the complexities and challenges within the investment sector, enabling us to provide unparalleled service and unmatched value to our clients. Through our commitment to excellence and innovation, Fundtec stands as a pivotal partner in the success and growth of our clients' businesses.
Financial Services
Plootus offers an easy to use & integrated financial planning product for retirement.
It integrates all expenses, income, and investments of an individual at one place and provides 24/7 access through iOS and Andriod apps. So no need to login to multiple websites or apps to access your banks, credit cards, investment, retirement accounts.
With minimal inputs, it suggests investment options based on individual risk profile and estimated retirement needs.
Financial Services
SK Capital is a private investment firm with a disciplined focus on the specialty materials, ingredients and life sciences sectors. Our integrated, multi-disciplinary team utilizes its industry, operating and investment experience to transform businesses into higher performing organizations.
SK Capital seeks buyouts, recapitalizations and growth equity investments. We target companies with opportunities for substantial business improvement, and through active engagement with management teams, we invest in the people and processes that drive our long-term strategic and financial goals.
Financial Services
InvestiFi is the only InvestTech Platform designed to allow for trading to and from deposit accounts, enabling credit unions and community banks to retain more assets and attract new account holders. Through its exclusive funds flow and user-friendly interface, InvestiFi empowers every credit union and community bank to provide their account holders with the ability to navigate the complexities of financial markets with ease from within their current online banking experience.
At the heart of InvestiFi's mission is the goal of democratizing investing and supporting community financial institutions, ensuring that wealth-building opportunities are accessible to everyone.
Financial Services
HASI invests in sustainable infrastructure assets advancing the energy transition. With more than $16 billion in managed assets, our investments are diversified across multiple asset classes, including utility-scale solar, storage, and onshore wind; distributed solar and storage; RNG; and energy efficiency. We combine deep expertise in energy markets and financial structuring with long-standing programmatic client partnerships to deliver superior risk-adjusted returns and measurable environmental benefits. HA Sustainable Infrastructure Capital, Inc. is listed on the New York Stock Exchange (Ticker: HASI).
Financial Services
LifeSci Advisors is a unique investor relations consultancy founded to provide companies in the life sciences field with a comprehensive solution to investor communications and outreach. Our services are designed to increase our clients’ visibility within the investment community and to educate investors about the opportunity. We strive to effectively communicate each clients’ unique value proposition, building momentum for the investment. We begin with deep due diligence as we partner with each client to gain an unparalleled level of understanding of their business and the opportunities they are addressing. This in-depth knowledge allows us to be able to provide each client partner with thoughtful recommendations related to corporate communications, investor outreach, and capital markets planning. Our strategies and actions are specifically tailored to help each client achieve their investor relations goals.
Financial Services
TabaPay, the leading instant money movement platform, enables secure, reliable, and lower cost instant payments for Fintech innovators. We offer direct access to 15 banking partners, 14 networks (debit, credit, RTP & ACH), multiple geographies, innovative products, and features in one unified API. TabaPay is trusted by >2,000 Fintechs and Financial Institutions and is ranked a top merchant acquirer in the US, processing over a million transactions a day. For more information, visit www.tabapay.com
Financial Services
Deephaven Mortgage® LLC. All rights reserved. This material is intended solely for the use of licensed mortgage professionals. Distribution to consumers is strictly prohibited. Program and rates are subject to change without notice. Not available in all states. Terms subject to qualification. NMLS #958425
Disclosures & Licenses:
https://deephavenmortgage.com/disclosures-and-licenses/
NMLS Consumer Access:
http://nmlsconsumeraccess.org/
Financial Services
Open finance is your most underutilized asset. Akoya helps you activate it.
Founded in 2020, Akoya is the trusted financial data network built to serve the entire open finance ecosystem, connecting financial institutions, fintechs, and aggregators through a 100% API-connected, consumer-permissioned network.
For financial institutions, Akoya is a complete open finance solution provider — giving banks and credit unions everything they need to connect, control, and capitalize on open finance. Our white-labeled platform handles the infrastructure and operational complexity of secure data sharing. Expert managed services cover third-party oversight, data access agreements, and always-on ecosystem support. Value-add capabilities to optimize open finance turn it from a foundation into a flywheel for growth.
For fintechs and aggregators, Akoya provides a single integration point to access consumer-permissioned financial data across a broad and growing network of institutions, covering accounts, transactions, balances, payments, investments, and more.
At the core of everything is our consumer mission: giving people increased choice, control, and convenience in sharing the financial data to power their apps, without ever exposing login credentials.
Open finance, fully activated.
Financial Services
As a multi-strategy investment manager and independent power producer, Greenbacker Renewable Energy Company (Greenbacker) is empowering a sustainable world by connecting individuals and institutions with opportunities to put their capital to work building the infrastructure of the energy transition. We are strategically positioned to harness the opportunity set across the energy transition investment landscape, driven by increasing demand for power, greater need for grid resilience, and decarbonization and energy independence goals.
Greenbacker Capital Management (GCM), our investment management segment—with its full suite of capital raising, marketing, and investor services capabilities—offers direct investments to individual and institutional investors. GCM advises several energy-transition focused strategies, spanning sustainable infrastructure, credit, private equity, and qualified opportunity zones. Leveraging our integrated insight from owning and operating infrastructure assets, GCM identifies areas to deploy capital into real assets and companies across the sustainability asset class.
Greenbacker IPP acquires, owns, and operates hundreds of clean energy infrastructure assets across the U.S. With projects ranging across size, geography, and power sources—including solar, wind, and energy storage—our IPP business delivers real asset opportunities that generate revenue by producing and selling clean power across the most resilient areas of the economy.
Since our founding in 2011, we’ve grown to over 150 employees in four office (NYC, Montpelier, Denver, and Portland, ME) and other individual locations across the U.S. As we develop scalable and resilient energy infrastructure, we're creating jobs, stimulating economic growth, strengthening domestic supply chains, and meeting the country’s rising power needs with scalable homegrown clean energy.
Please visit www.greenbackercapital.com to learn more about our mission, team, and portfolios.
Financial Services
STORE Capital is one of the largest and fastest growing net lease REITs in the country. STORE provides customers with continued superior access to efficient, long-term capital, and remains a stable, long-term investor.
STORE's innovative Master Funding Solutions® are tailored to address the unique needs of business operators in search of a real estate capital partner. STORE Capital’s industry experts customize solutions designed to support your company's goals.
Financial Services
NE Capital | Turning Vision into Value
Founded in 2020 by entrepreneur Luana Paes Mendonça, NE Capital is the forward-looking investment arm of the renowned JCPM Group. Backed by a holding with over 90 years of history and USD 10 billion in assets, we combine tradition, innovation, and solidity to deliver sustainable, high-impact investment solutions.
With a presence in New York and Brazil, we operate at the intersection of local expertise and global perspective — leveraging strategy, relationships, and international reach to create long-term value.
At the core of NE Capital:
• Strong governance — aligned with JCPM’s high standards
• Global strategy — bridging opportunities across markets
• Sustainable impact — investing in transformative and lasting growth
Connect with us to explore opportunities in partnerships, investments, and global expansion.
Financial Services
Callan was founded as an employee-owned investment consulting firm in 1973. Ever since, we have empowered institutional clients with creative, customized investment solutions backed by proprietary research, exclusive data, and ongoing education. Today, Callan provides advisory services to institutional investor clients with more than $3 trillion in total assets, which makes it among the largest independently owned investment consulting firms in the U.S. Callan uses a client-focused consulting model to serve pension and defined contribution plan sponsors, endowments, foundations, independent investment advisers, investment managers, and other asset owners.
Headquartered in San Francisco, Callan also has offices in Chicago, Denver, Atlanta, Summit, NJ, and Portland, OR. Learn more at www.callan.com.
Note: Please do not share any personal information, investment advice, stock tips, or testimonials about Callan’s people or services on our LinkedIn, X, or Facebook pages. Callan is not responsible for and does not endorse any content, advertising, products, advice, opinions, recommendations, or other materials from followers or third parties. Any comments posted by LinkedIn or Twitter users are those of the persons submitting them and do not represent Callan. If Callan interacts with other social media content (e.g., by "liking" or “retweeting” information, sharing links, etc.), it is not an endorsement of the individual or organization.
Financial Services
BAI and RMA have come together as ProSight Financial Association. BAI’s rich history in serving compliance and retail banking leaders complements RMA’s deep knowledge and expertise in risk management and commercial banking. Joining forces enhances our ability to support you and your organization as you face new challenges and opportunities.
Financial Services
The largest RIAs, broker dealers, and private banks trust Moment to power investment management for their traders and advisors.
Founded by former fixed income quants from Citadel and Jane Street and backed by over $50M in funding from the world’s leading investors, Moment has developed the first operating system built specifically for wealth management. With Moment’s solution, advisors can build personalized portfolios in seconds, traders can set rules to automatically execute orders at all of the major trading venues, and portfolio managers can automate reinvestment, rebalancing, and compliance monitoring.
Moment is headquartered in the Financial District of New York City. Learn more below and follow the team’s rapid growth here on LinkedIn.
Financial Services
AEA Investors is a leading global alternative investment firm that has partnered with exceptional middle-market businesses for over 55 years. With a diversified suite of investment strategies spanning private equity and private credit, AEA has established itself as a trusted provider of comprehensive solutions to the middle market. Since its founding by the Rockefeller, Mellon, and Harriman family interests and S.G. Warburg & Co. in 1968, AEA has built an extraordinary network of investors, business leaders, operators, and advisors and a rich institutional knowledge base. Today, the firm manages approximately $18 billion in assets and operates through collaborative teams of skilled professionals around the world. Leveraging its deep expertise, extensive network, and robust resources, AEA seeks to deliver sustainable, long-term value.
Financial Services
We are Fidelity Labs, Fidelity Investments’ in-house new business incubator. Our mission is to build category-defining businesses from the ground-up using Fidelity’s unique assets, and we are focused on solving real problems to help Fidelity deepen relationships and enter new markets.
Financial Services
Founded as an independent life insurance brokerage firm in 1989, Winged Keel Group specializes in the structuring and administration of large block life insurance portfolios for sophisticated business owners, private investors, executives, and ultra-affluent families. Since inception, we have helped clients acquire more than $95 billion of coverage using a variety of sophisticated planning and product strategies, which help our clients achieve their long-term goals. It is our commitment to excellence “beneath the surface” that sets us apart.
Winged Keel Group has established a differentiated position in the market by continuously investing in an infrastructure that allows us to deliver consistent, high-quality work over long periods of time. For more information, please visit us at www.wingedkeel.com.
Securities Offered through M Holdings Securities, Inc. a registered broker/dealer, member FINRA/SIPC. Winged Keel Group is independently owned and operated.
• Third-party posts found on this profile do not reflect the views of M Financial Group, Inc. nor its Subsidiaries, Associated Persons or Affiliates, and have not been reviewed by M Financial Group as to accuracy or completeness.
• This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional.
• The testimonials/recommendations used may not be representative of the experiences of other clients, and are not indicative of future performance or success.
Financial Services
MONTICELLOAM, LLC is a specialized multifamily and seniors housing lending platform with expertise in providing bridge loans and managing credit risk. The firm offers customized financing options – including bridge loans, working capital solutions, and permanent debt – designed to meet the specific needs of its clients.
In addition to its lending platform, the company also has a dedicated advisory practice that provides workout, asset management, and restructuring services for financial institutions in the seniors housing space.
Visit our website to find out more about MONTICELLOAM, LLC.
(Any reference to MONTICELLOAM, LLC may refer to MONTICELLOAM, LLC or its affiliates.)
Financial Services
Chronograph provides market-leading portfolio monitoring, valuation, and analytics tools for private capital investors.
Solutions for Limited Partners:
The Chronograph LP platform was developed exclusively for sophisticated institutional investors including fund of funds, pension plans, asset managers, foundations, endowments, insurance companies, family offices, and high net worth individuals.
Unify data from fund commitments, secondaries, co-investments, directs, and more to turn scattered PDFs, Excel files, databases and other sources into a complete view of private capital information across buyout, venture, growth, real estate, infrastructure, natural resources, credit, and every other sub-asset class.
Solutions for General Partners:
Chronograph GP automates portfolio company data collection, information warehousing, valuation, and reporting for investors. We serve all private capital asset classes including buyout, growth, venture, credit, infrastructure, real assets, and more.
Consolidate data management, streamline ongoing reporting, and respond to information requests with ease. Make use of advanced data management and analytic tools purpose-built for private equity, private credit, venture, and real asset investors.
To learn more, please visit: https://www.chronograph.pe
Financial Services
At the heart of everything we do is a simple belief, moving money should be effortless.
We’re on a mission to simplify payments infrastructure for modern businesses, making transactions faster, smarter, and more secure. Whether it's scaling a startup or optimizing an enterprise, our platform empowers companies to build, grow, and adapt without being held back by legacy systems.
We combine the reliability of enterprise-grade tools with the flexibility of modern SaaS to deliver seamless, real-time financial operations. By removing complexity from payments, we help businesses focus on what they do best—innovating, serving customers, and growing with confidence
Financial Services
🌍 The Lab identifies, develops, and launches innovative finance instruments that can drive billions in private investment to action on climate change and sustainable development.
💌 Subscribe to our newsletter https://bit.ly/Lab-Newsletter
💰 Since its inception in 2014, the Lab has helped launch 78 instruments, which have mobilized more than USD 4 billion in sustainable investment.
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Financial Services
The Jifiti Group is a global technology company operating two industry-leading businesses - a white-labeled lending technology platform for banks and lenders, and a digital gift card solution.
The company’s white-labeled, modular lending platform provides banks, lenders and merchants with state-of-the-art technology to easily deploy and scale any consumer and business financing program at any point of sale - online, in-store and via call center. The platform supports every B2C and B2B financing option, including installment loans, lines of credit, split payments, BNPL and business financing. With its multinational presence, Jifiti provides end-to-end point-of-sale financing solutions to global brands in any international market. For more information, please email us at hello@jifiti.com or visit www.jifiti.com. #embeddedlending #embeddedfinance #bnpl #buynowpaylater #retailfinance #consumerfinance
Financial Services
Phillip Capital Inc. Inc. was formed in 2010 and is a Futures Commission Merchant ("FCM") with full clearing membership to the Chicago Mercantile Exchange CME, CBOT, COMEX, NYMEX, ICE US, NFX, and CFE. We are also a Broker-Dealer that offers correspondent clearing services for US equities. We are based in Chicago, IL and located at the historic Chicago Board of Trade building. We are part of the Phillip Capital Group of Companies that has headquarters in Singapore.
We are a member of the PhillipCapital group of companies. Established in 1975 as a stock broking firm in Singapore, the Group has since diversified to offer a comprehensive suite of financial services including broking of futures, foreign exchange, equities, fixed income, bonds, unit trusts, real estate, and insurance. With shareholder's equity greater than 1 billion and global assets under custody greater than 18 Billion, the group has been profitable each year since its founding.
Phillip Capital employs more than 3,500 people worldwide, with its major interests in Singapore, Hong Kong and other member companies operating in China, Japan, Malaysia, Thailand, Indonesia, Sri Lanka, United Kingdom, France, Australia and Turkey. Phillip Futures Inc. is the first foray into the US, and thus an important move for Phillip Capital.
Through the PhillipCapital group of companies, Phillip also has direct memberships in Asia with OSE, TSE, TOCOM, SGX, HKEX, BURSA, ICDX, TFEX, and TDE.
Phillip Capital and Phillip Capital Inc. are privately owned and focused on serving the needs of our customers.
Financial Services
Welcome to RedFynn Technologies! We are excited you found us.
Here at RedFynn, we empower small businesses to build their dreams. How, you say? By being much more than just a merchant services company. We provide the tools, infrastructure, relationships, products, and services our clients and partners need, delivering the missing pieces to help take your business to the next level.
Whether you’re a retail store owner, run a full-service restaurant or an eCommerce business from your living room, you’ll find the payment processing services and point-of-sale systems to help you find the perfect fit for your specific needs. We focus first on educating ourselves about your business and then recommend solutions which will help you increase revenue and decrease overhead.
We take great pride in our commitment to ensuring your care is always our top priority, and we can prove it! With our A+ rating with Better Business Bureau and the many awards we’ve received over the years, you can rest easy knowing you’re in great hands.
Still don’t believe us? Give us a call and let us show you (888) 510-9871 or email info@redfynn.com. You can also check out our website at www.redfynn.com.
Financial Services
Company Name | Location | Category | Employees | Accuracy | Website | |
|---|---|---|---|---|---|---|
Chicago, United States (US) | Finance and Banking Finance and Banking | 100-150 | info@zerohash.com | https://zerohash.com/ | ||
Boston, United States (US) | Finance and Banking Finance and Banking | 100-150 | finance@charlesbank.com | https://www.charlesbank.com | ||
San Francisco, United States (US) | Finance and Banking Finance and Banking | 100-150 | support@polly.io | http://www.polly.io | ||
New York, United States (US) | Finance and Banking Finance and Banking | 50-100 | info@strategasrp.com | http://www.strategasrp.com | ||
San Francisco, United States (US) | Finance and Banking Finance and Banking | 100-150 | info@meettally.com | http://www.meettally.com | ||
Miami, United States (US) | Finance and Banking Finance and Banking | 100-150 | info@atomic.vc | https://atomic.vc | ||
New York, United States (US) | Finance and Banking Finance and Banking | 50-100 | info@ritholtzwealth.com | http://ritholtzwealth.com/ | ||
Greenwich, United States (US) | Finance and Banking Finance and Banking | 50-100 | info@lpcap.com | http://www.lonepinecapital.com | ||
San Francisco, United States (US) | Finance and Banking Finance and Banking | 100-150 | info@qatalyst.com | http://www.qatalyst.com | ||
San Francisco, United States (US) | Finance and Banking Finance and Banking | 100-150 | info@meshpay.com | https://meshpay.com | ||
New York, United States (US) | Finance and Banking Finance and Banking | 100-150 | contact@lili.co | https://lili.co | ||
Dubai, United Arab Emirates | Finance and Banking Finance and Banking | 100-150 | info@insignia.com | http://www.insignia.com | ||
Miami, United States (US) | Finance and Banking Finance and Banking | 50-100 | info@crowdedfinance.com | https://crowdedfinance.com | ||
Boston, United States (US) | Finance and Banking Finance and Banking | 100-150 | info@greathillpartners.com | http://www.greathillpartners.com | ||
New York, United States (US) | Finance and Banking Finance and Banking | 50-100 | contact@hold.com | http://www.hold.com | ||
Boston, United States (US) | Finance and Banking Finance and Banking | 100-150 | contact@useorigin.com | https://useorigin.com | ||
New York, United States (US) | Finance and Banking Finance and Banking | 50-100 | contact@maybern.com | https://maybern.com/ | ||
New York, United States (US) | Finance and Banking Finance and Banking | 100-150 | contact@arch.co | https://arch.co | ||
New York, United States (US) | Finance and Banking Finance and Banking | 100-150 | info@boostb2b.com | https://www.boostb2b.com/ | ||
Jersey City, United States (US) | Finance and Banking Finance and Banking | 50-100 | contact@tzero.com | https://www.tzero.com/ | ||
New York, United States (US) | Finance and Banking Finance and Banking | 100-150 | info@forafinancial.com | http://www.forafinancial.com | ||
New York, United States (US) | Finance and Banking Finance and Banking | 50-100 | info@streetdiligence.com | http://streetdiligence.com | ||
New York, United States (US) | Finance and Banking Finance and Banking | 50-100 | support@paywithextend.com | http://www.paywithextend.com | ||
New York, United States (US) | Finance and Banking Finance and Banking | 100-150 | info@kpsfund.com | http://www.kpsfund.com | ||
Los Angeles, United States (US) | Finance and Banking Finance and Banking | 100-150 | info@arixacapital.com | https://www.arixacapital.com/ | ||
New York, United States (US) | Finance and Banking Finance and Banking | 50-100 | sales@fundtec.co | http://fundtec.co | ||
Greater New York Area, United States (US) | Finance and Banking Finance and Banking | 50-100 | info@plootus.com | https://www.plootus.com | ||
New York, United States (US) | Finance and Banking Finance and Banking | 100-150 | info@skcapitalpartners.com | http://www.skcapitalpartners.com | ||
Chicago, United States (US) | Finance and Banking Finance and Banking | 50-100 | info@investifi.com | https://investifi.com | ||
Annapolis, United States (US) | Finance and Banking Finance and Banking | 100-150 | info@hasi.com | http://www.hasi.com | ||
New York, United States (US) | Finance and Banking Finance and Banking | 50-100 | info@lifesciadvisors.com | http://www.lifesciadvisors.com | ||
Palo Alto, United States (US) | Finance and Banking Finance and Banking | 100-150 | support@tabapay.com | http://www.tabapay.com | ||
Charlotte, United States (US) | Finance and Banking Finance and Banking | 100-150 | info@deephavenmortgage.com | http://www.deephavenmortgage.com | ||
Boston, United States (US) | Finance and Banking Finance and Banking | 50-100 | info@akoya.com | https://www.akoya.com | ||
New York, United States (US) | Finance and Banking Finance and Banking | 100-150 | info@greenbackercapital.com | https://greenbackercapital.com/ | ||
Scottsdale, United States (US) | Finance and Banking Finance and Banking | 100-150 | info@storecapital.com | https://www.storecapital.com/?utm_source=LinkedIn&utm_medium=Social&utm_campaign=Company+Page | ||
New York, United States (US) | Finance and Banking Finance and Banking | 50-100 | info@necapital.com.br | https://necapital.com.br/ | ||
San Francisco, United States (US) | Finance and Banking Finance and Banking | 100-150 | info@callan.com | http://www.callan.com | ||
Chicago, United States (US) | Finance and Banking Finance and Banking | 100-150 | enquiries@streetfurnituredirect.co.uk | https://www.bai.org | ||
New York, United States (US) | Finance and Banking Finance and Banking | 100-150 | info@moment.com | https://www.moment.com/ | ||
New York, United States (US) | Finance and Banking Finance and Banking | 100-150 | info@aeainvestors.com | http://www.aeainvestors.com | ||
Boston, United States (US) | Finance and Banking Finance and Banking | 50-100 | comms@fidelitylabs.com | https://fidelitylabs.com | ||
New York, United States (US) | Finance and Banking Finance and Banking | 100-150 | info@wingedkeel.com | http://www.wingedkeel.com | ||
New York, United States (US) | Finance and Banking Finance and Banking | 50-100 | info@monticelloam.com | http://monticelloam.com/ | ||
Brooklyn, United States (US) | Finance and Banking Finance and Banking | 100-150 | info@chronograph.pe | https://www.chronograph.pe | ||
New York, United States (US) | Finance and Banking Finance and Banking | 50-100 | support@breeze.cash | https://breeze.com/ | ||
San Francisco, United States (US) | Finance and Banking Finance and Banking | 50-100 | lab.cpi@cpiglobal.org | http://www.climatefinancelab.org | ||
Columbus, United States (US) | Finance and Banking Finance and Banking | 100-150 | info@jifiti.com | https://www.jifiti.com/?utm_source=linkedin&utm_medium=page&utm_campaign=Jifiti-page | ||
Chicago, United States (US) | Finance and Banking Finance and Banking | 100-150 | info@phillipcapital.com | http://www.phillipcapital.com | ||
Tempe, United States (US) | Finance and Banking Finance and Banking | 50-100 | info@redfynn.com | http://www.redfynn.com |
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Frequently asked questions
FAQ updated November 2025
What is Enterprise League?
Enterprise League is a business platform built for the doers, small businesses and startups who want to get seen, get leads, and grow.We help you showcase your company, connect directly with potential clients and partners, and get valuable insights into your performance, all without the middlemen or the fluff. Whether you're a team of 2 or 200, Enterprise League puts you on equal ground with the big players.
How can my business benefit from joining Enterprise League?
You get visibility, leads, and control, all in one place. Joining Enterprise League puts your business in front of thousands of verified companies. List your services, connect with decision-makers, and see real-time data on who’s visiting your profile.It’s a streamlined way to grow your presence, build partnerships, and stop relying on outdated directories or cold outreach.
What are the key features of Enterprise League?
Enterprise League gives you tools to grow faster: • Custom Profiles:Boos your visibility with a standout business profile. • Smart search: Get found by clients looking for your exact services. • Real analytics: See who's visiting, what's working and where you rank. • Direct messaging: Skip the cold emails and chat direct with prospects. • Reviews insights: Showcase real reviews and let AI highlight what matters. • Zero-fee marketplace: List and find products or services for free.
How does the company verification process work?
Get verified for the price of a coffee $0 Verified companies appear higher in search, build trust faster, and unlock an extra features. One badge. More business.
Can I try Enterprise League for free?
Absolutely. Our Free Plan is built for small businesses. You get profile visibility, marketplace access, and business directory use, free. Want more reach and features? Upgrade when you’re ready. No pressure.
How does the Interactive Business Directory work?
It’s like Google, but only for serious businesses. Search by location, size, or sector. Visit company profiles, send a message, or download insights. It’s built for real B2B decisions, not noise.
How can I download business insights?
Need competitor or market data? We’ve got it, and yes, you can download it. With our Business Insights Download feature, you can export detailed company and industry data in CSV format, including decision-makers, background info, and more. It’s perfect for sales targeting, market research, or just getting smarter about your next move.
What is the Referral Program?
Invite a business friend. You both get rewarded. Refer another company and when they join, you both get 1 month of Premium — free. It’s our way of growing the community with good people.
How does the Reviews feature work?
Show off your best reviews, without lifting a finger. We pull your reviews from Google, Facebook, Trustpilot and more. Then our AI highlights the most important insights. You just sit back and shine.
What plans are available?
Three simple plans: Free Plan: Get started with a verified profile, search access, and the ability to add products and services. Premium: More reach, more leads, deeper analytics. Ultimate: All the bells and whistles, including a dedicated growth partner.
How can my company win an award?
We highlight the best of the best, and that could be you. We run 50+ startup award categories every year. Apply for free. Winners get recognition, visibility, and bragging rights.