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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ACA International (ACA), the association of credit and collection professionals, is the largest membership organization in the accounts receivable management industry. Founded in 1939, ACA brings together third-party accounts receivable management agencies, law firms, asset buying companies, creditors and vendor affiliates, representing tens of thousands of industry professionals. ACA produces a wide variety of products, services and publications, including educational and compliance-related information; and articulates the value of the credit and collection industry to businesses, policymakers and consumers.
Financial Services
Orum transforms payment technology for businesses, revolutionizing payment speed, certainty, and orchestration through unified API-based solutions. Orum has raised over $82M from leading investors, including Accel, Canapi, Bain Capital Ventures, Inspired Capital, Homebrew, Acrew, BoxGroup, Clocktower Ventures, Primary Ventures, SVB Capital, and American Express Ventures.
Financial Services
Procyon is an independent, employee-owned financial advisory firm with a dual focus on:
• Helping institutions prudently manage the retirement plans, endowments and foundations under their stewardship.
• Assisting affluent individuals, families and business owners effectively fulfill their dreams through sensible financial planning, and investment and risk management.
We are passionately devoted to providing our clients with the knowledge, experience and support they need to make confident, informed decisions.
Financial Services
Colorado Housing and Finance Authority (CHFA) finances the places people live and work.
Created in 1973 by the Colorado General Assembly, CHFA strengthens communities by making loans to low-and moderate-income homebuyers, affordable multifamily rental housing developers, and small and medium sized businesses.
CHFA also provides education and technical assistance about affordable housing and economic development. CHFA is a self-sustaining public enterprise funded by issuing bonds. CHFA issued bonds are not obligations of the state.
For more information about CHFA visit www.chfainfo.com. Contact our Denver office at 800.877.chfa (2432) or our Western Slope office at 800.877.8450.
Financial Services
Kingswood U.S. empowers our clients to navigate the complexities of the financial landscape with confidence. Through innovative wealth management, robust advisor services and tailored investment banking solutions, we can help achieve any financial goal – no matter how complex.
Wealth Management Services
Kingswood Advisors offer comprehensive wealth management services tailored to meet the needs and goals of individuals and families. Services include portfolio management, retirement planning, estate planning, tax optimization and risk management strategies. Our advisors have the experience and expertise necessary to provide personalized investment solutions to help you achieve your goals.
Advisor Services
Kingswood provides essential back-office support and business solutions to financial advisors and institutions, enabling them to focus on client relationships and business growth. This includes administrative support, compliance assistance, technology infrastructure, and business succession planning and support. We also provide access to a broad range of innovative financial products to help you meet your clients’ unique needs.
Investment Banking
Kingswood’s full-service investment banking platform provides mergers and acquisitions advisory, private capital solutions, debt, and equity financing, and differentiated strategic advice to middle market and emerging growth companies. Our seasoned investment banking team offers tailored solutions and insights to help clients navigate their business objectives.
Kingswood is proud to deliver boutique service and solutions backed by the power of a global financial services institution. With a client-centric approach, global reach, commitment to innovation, and deep expertise, Kingswood is well-positioned to help clients navigate the complexities of the financial markets.
Securities offered through Kingswood Capital Partners, LLC Member FINRA/SIPC
Financial Services
Ascent is a mission-driven, institutional funded fintech company based in San Diego, CA committed to evolving the education finance industry by providing more than just student loans to drive long-term impact in student success. We empower students to plan, pay, and succeed in school and are proud to lead the industry in driving positive learner outcomes and durable economic mobility. Our goal is to increase student income by $10 billion by 2028. Check out our impact report here: https://www.ascentfunding.com/impact-report/
Our Impact Vision & Goal. Ascent is leading a long overdue transformation in higher education by providing accessible, comprehensive funding for college students and those attending technical career and skills training programs.
We believe student loans should expand possibilities, not limit them. That’s why we offer innovative college and career/trade school student loans that allow more students to qualify, with or without a cosigner and support multiple Pay It Forward programs in partnership with philanthropy. We prioritize transparency and financial wellness, integrating financial education into the application process so students and families can make informed decisions about their investment in education.
Our borrowers benefit from student-friendly features that encourage and incentivize smart financial decisions such as discounts for auto pay, cash rewards for graduations and we’ve awarded over $330,000 in no-essay scholarships to date.
Additionally, borrowers gain access to AscentUP, our edtech career success platform, designed to support students in their education-to-employment journey with career readiness tools, access to paid, remote work opportunities, and valuable tools to help students thrive both in school and after graduation.
Ascent continues to innovate, developing new products to meet the evolving needs of our borrowers and school partners.
Financial Services
Roc Capital is a leading capital provider offering bridge and DSCR loans with terms from 12 months to 30 years for Fix & Flips, Ground Up Construction, and Rental properties. Built to support the growth of private lenders, third-party originators, and brokers, we provide flexible, reliable capital solutions for real estate investors nationwide.
Our white-label table funding platform features branded portals, real-time pricing, and streamlined submissions, enabling you to lend under your own brand: your brand, your borrowers, our capital.
Learn more at www.roccapital.com. Roc Capital is a subsidiary of Roc360.
Financial Services
Chimera Securities, LLC is a leading proprietary trading broker-dealer located in the heart of New York City. Over the past 20+ years we have recruited & trained new talent from top Universities across the US and we continue to be a preferred destination for experienced traders.
Our Traders utilize our cutting-edge proprietary trading software to stay ahead of the market. With a focus on risk management and consistent profits, Chimera Securities prides itself on helping our traders thrive in a dynamic market environment.
Financial Services
Telsey Advisory Group (TAG) is a leading equity research, sales and trading, investment banking, and consulting firm focused on the retail and consumer sector founded by Dana Telsey, the #1 ranked Specialty Stores analyst for 7 consecutive years by Institutional Investor.
TAG’s Equity Research franchise covers 155+ companies across: apparel manufacturers, department stores, discounters, entertainment, financial services, footwear, gaming, hardlines, leisure, lodging, media, off-price, restaurants, specialty apparel, supermarkets, sporting goods, and telecom. TAG’s Investment Banking group is active in capital markets transactions (underwriter, selling group member, etc.), M&A, and private placements. TAG’s Consulting group conducts financial analysis and valuation, business/financial due diligence, and real-time primary research. Clients include private equity firms, mutual/hedge funds, retailers, and real estate developers.
TAG is a certified Woman Owned Business Enterprise (“WBE,” “MWOB,” “MWBE”) by California (CUCP), New York City, North Carolina (SWUC), and the Commonwealth of Pennsylvania. TAG is an approved broker for NYS Insurance Fund, NYS Teachers Retirement System, NYC Employee Retirement System, NJ Division of Investment, City of Philadelphia, Illinois State University Retirement System, Illinois Metropolitan Retirement Fund, State Teachers Retirement System of Illinois, and California State Teachers Retirement System.
Financial Services
Freestone Grove is an investment firm pioneering an evolved approach that fully integrates fundamental insights and quantitative capabilities.
Our mission is clear - we want to be the best fundamental investment team in the world.
We are obsessively focused on operating at the forefront of the industry by capturing idiosyncratic investment ideas, improving our team and integrating advanced analytics into our process.
A PIONEERING APPROACH
As a lean team in a clean sheet build environment, we are taking on complex challenges and seeking new approaches to strengthen our investment system.
Investing durability requires constant evolution – we are curious, adaptive and lifelong learners who crave data-driven insights.
AN ENVIRONMENT BUILT FOR TOP TALENT
To achieve something special in a fiercely competitive industry, an alternative approach to organizational design is critical.
We operate as one team – a combination of fundamental and quantitative experts – allowing us to accomplish more together.
Our model is centered on robust mentorship and individual enhancement through data and tools – we seek to help each team member get better, faster.
WE’RE LOOKING FOR INCISIVE THINKERS
Get in touch: careers@fgrovep.com
Financial Services
Haver Analytics is the premier provider of time series data for the global strategy and research community. We maintain over 200 Economic and Financial databases from more than 1350 government and private sources. Coverage includes great detail for the advanced and developing economies across the globe, as well as key third party and forecast data provided through our strategic partnerships.
Upon each release, data is delivered quickly and accurately to clients via Haver’s custom DLX software, which is optimized for charting and analysis. We pride ourselves on the quality of the data and ease of access, as well as the speed at which it is updated and supported. Founded in 1978, Haver is headquartered in New York City with offices in London, Singapore, and Tokyo.
Financial Services
At January, we’re transforming the lives of borrowers by bringing humanity to consumer finance. Our data-driven products empower financial institutions to streamline their collections, providing borrowers with straightforward and compassionate solutions to regain financial stability and control over their lives. We’re not just expanding access to credit. We’re restoring dignity and paving the way for millions to achieve financial freedom.
Financial Services
RFG Advisory is a corporate RIA platform designed to help Independent Advisors eliminate friction, win back time, and scale without compromise. Built from the ground up for Advisors who want to grow faster with less drag, every workflow, tool, and team is engineered for efficiency, removing bottlenecks from compliance to client onboarding. With RFG, you gain more than a platform. You gain time, freedom, and true enterprise value, supported by an institutional-caliber infrastructure and a community that genuinely cares about your success.
For a list of states in which we are registered to do business, please visit www.rfgadvisory.com.
Securities offered through Private Client Services. Member FINRA/SIPC. www.sipc.org. Investment advice and financial planning offered through RFG Advisory, a registered investment advisor and separate entity from Private Client Services.
Third-party posts found on this profile do not reflect the views of Private Client Services and have not been reviewed by Private Client Services as to accuracy or completeness.
Bluemonte ETFs Distributed by SEI Investments Distribution Co.
Disclosures: https://bluemontefunds.com/disclosures
Financial Services
Splash is a leading AI-enabled lending marketplace that connects consumers with a network of credit unions and banks. Through automated loan processing technology, we help traditional lenders deliver modern, frictionless borrowing experiences at competitive rates.
With a mission to make people more powerful than their debt, Splash offers student loan refinancing, personal loans, and home equity lines of credit.
Financial Services
Intelica is a global card-payment solutions firm that provides financial institutions with sophisticated analytical card-network billing and revenue optimization services. We have developed a unique methodology and built a platform capable of analyzing card network costs, interchange optimization, and cooperation agreements. We enable banks to identify cost-saving opportunities, improve operational efficiency, increase revenue, and maximize profitability.
Financial Services
Since its founding in 1963, Valmark Financial Group has been at the forefront of the financial services industry, working exclusively with successful entrepreneurial wealth transfer and wealth management firms to meet the unique and ever-changing needs of our clients. Our entities specialize in providing life insurance, equity, investment advisory, risk management, and retirement plan products and support services for the industry’s top tier of financial advisors.
To learn more about Valmark Financial Group visit our website at:
www.valmarkfg.com
Securities offered through Valmark Securities, Inc. Member FINRA/SIPC. Investment advisory services offered through Valmark Advisers, Inc., a SEC Registered Investment Advisor.
Third-party posts found on this profile do not reflect the views of Valmark Securities, Inc. nor its Associated Persons/Affiliates, and have not been reviewed by Valmark Securities 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/endorsements provided may not be representative of the experiences of other clients, and they are not indicative of future performance or success.
Financial Services
SeatonHill is an elite CFO services provider delivering strategic financial leadership to organizations ready to grow and perform at a higher level. We place seasoned CFO talent who challenge assumptions, guide key decisions, and drive measurable results. Our battle-tested CFO Partners support small and medium-sized organizations, including startups and private equity-backed companies, helping them navigate complex challenges, mitigate risk, and seize opportunities through tailored, flexible solutions.
We are the fastest-growing CFO services firm in the nation, combining individual expertise with the collective strength of a national firm of top-tier financial leaders. With Partners across major U.S. markets, we bring both local insight and national reach to every engagement. SeatonHill has offices in Atlanta, Austin/San Antonio, Birmingham, Boston, Cedar Rapids, Charlotte, Chicago, Dallas/Fort Worth, Denver, Houston, Los Angeles, Madison, Miami, Milwaukee, Minneapolis/St. Paul, Nashville, New York, Orlando, Philadelphia, Phoenix, Princeton, Raleigh, Savannah, Tallahassee, Tampa/Sarasota, Washington DC.
Financial Services
Jetty is the financial services platform on a mission to make renting a home more affordable and flexible. Jetty's integrated suite of products helps property managers increase lease conversions, improve resident retention, reduce bad debt, and boost NOI. For renters, Jetty decreases the financial burden of moving into a new home and offers greater flexibility with how and when to pay rent. To learn more about Jetty, visit jetty.com.
Financial Services
D Prime is a global online broker offering investors access to a wide range of CFD products across Forex, Commodities, Indices, Stocks, and other markets.
With a strong presence across key financial hubs including Hong Kong, Dallas, Singapore, and Kuala Lumpur and licensed by reputable financial regulators in Mauritius and Vanuatu, D Prime delivers a seamless trading experience through advanced platforms like MT4, MT5, TradingView, and InTrade.
Thanks to our robust technology, competitive trading costs, 24/7 multilingual support, and convenient funding options, we’re committed to being a trusted global trading partner in the ever-evolving financial services industry.
Financial Services
FIA Tech collaborates with the global futures industry to improve operational efficiency via integrated, cloud-based systems. FIA Tech provides key services and processes including managing legal agreements, settling brokerage, meeting compliance requirements and automating reconciliation.
Financial Services
Prometheum Inc. - Providing the necessary connection between traditional financial systems and crypto investing through its registered broker-dealers.
Prometheum ATS and Prometheum Capital were created to bridge the gap between traditional and digital markets. While the blockchain and crypto economy has seen rapid growth, it is not yet mainstream. We took aspects of the traditional and digital markets to build a full-service digital asset securities ecosystem using blockchain and securities trading technology.
Financial Services
At Curi Capital, our goal is to create value for our clients. Leveraging our team’s insight and expertise, we deliver financial advice and investment solutions that are designed to preserve and grow assets for individuals, families, institutions, and employers.
Wealth Advising | For individuals and families, our advisory and investment professionals work together to craft and deliver an integrated wealth plan that may include a combination of financial planning tactics, customized asset allocation recommendations, and investment solutions designed to manage risk, seize opportunity, and drive results.
Family Office Services | For multi-generational families with complex needs, we aim to strike each client’s optimal balance of control and freedom by delivering tailored solutions through a fully customizable selection of planning, investment, accounting, and reporting services.
Asset Management | For institutional investors, we specialize in long-term, active investing strategies that are united by a dedication to deep, fundamental research and a belief that actively managed portfolios offer the flexibility and agility to outperform over a market cycle.
Retirement Plan Solutions | For employers who sponsor retirement plans, we serve as a co-fiduciary with a focus on reducing cost and risk while seeking to optimize outcomes for all retirement plan stakeholders.
Important disclosures:
As a general policy, Curi RMB Capital does not respond to posts or inquiries made through any social media platform. You may contact Curi Capital at info@curicapital.com.
This is not an offer to buy or sell any investment products or Curi Capital investment strategies. Before investing, you should carefully read our Form ADV Part 2A which discusses the firm, our operations, various investment strategies, applicable fees, conflicts of interest, and risks of investing.
For more information on Curi Capital, please call 312.993.5800 or email us at info@curicapital.com.
Financial Services
ION Analytics, a leader in services, data, and predictive capabilities for global capital markets, acquired Backstop in late 2021 with a shared desire to help clients break down the barriers to data access and deliver better decisions. As part of ION Analytics, our industry-leading services redefine the way firms operate in private markets, reshaping the institutional investment industry at the intersection of human insight and machine intelligence. Our core strength lies in developing technology that serves as a definitive source of truth, empowering you with actionable insights, and seamless institutional knowledge sharing, while optimizing day-to-day success.
Financial Services
𝗔𝗯𝗼𝘂𝘁 𝗨𝘀⠀⠀⠀ ⠀⠀⠀⠀ ⠀⠀⠀⠀ ⠀⠀⠀⠀ ⠀⠀⠀⠀ ⠀⠀⠀⠀ ⠀⠀⠀⠀ ⠀⠀⠀⠀ ⠀⠀⠀⠀ ⠀⠀⠀⠀
RDV is a family office that was founded in 1991. OA Private Capital an affiliate of RDV, is an investment advisory firm. We are located in the vibrant heart of downtown Grand Rapids, MI. RDV Staffing provides domestic, household and property related positions predominantly in West Michigan.
𝗪𝗵𝗮𝘁 𝗪𝗲 𝗗𝗼
We provide best in class private equity investment, finance & accounting, tax, philanthropy, technology, talent management, and other professional services.
𝗪𝗵𝗼 𝗪𝗲 𝗛𝗶𝗿𝗲
At RDV, we recruit only the most talented people of high integrity who are adaptable, energetic, positive, results-focused, and who naturally contribute to a premier service-oriented culture.
𝗪𝗵𝗮𝘁 𝗥𝗗𝗩 𝗢𝗳𝗳𝗲𝗿𝘀
Our employees experience competitive compensation and comprehensive benefits programs that enhance their lives and experiences. Full-time employees of RDV are eligible for a robust healthcare program, 401(k) plan with a generous 7.5% match, time off, and other meaningful benefits.
Financial Services
Owl Rock is a leading alternative asset manager with deep expertise in the credit markets. Our strength lies in the experience of our investment team and our ability to view the credit markets through multiple lenses.
Backed by a dedicated team of investment professionals with diverse credit underwriting expertise across a variety of industries, each of our partners offers a unique perspective that, together, provides a holistic view of the investment process and a thorough understanding of the risks and opportunities in today’s credit markets.
Financial Services
Fiduciary Trust Company is a private wealth management firm focused on families, individuals and nonprofits seeking objective advice to help grow and protect their investments. We also provide a range of services to professional financial advisors and single-family offices. Our capabilities include customized wealth planning, investment management, trustee and estate services, and family office, tax and custody services.
Founded in 1885 as a family office, Fiduciary takes a personal approach based on expertise, strong performance and a genuine commitment to act in our clients’ best interests. Our client focus has enabled us to achieve a 98% average annual client retention rate for over a decade and be the recipient of over 40 industry awards over the past five years (see fidtrustco.com/awards). We have over $22 billion in assets under supervision and over 130 employees.
Financial Services
Ascension Advisory™ is a global advisory firm specializing in real estate sale leasebacks and M&A transactions for financial sponsors, private equity firms, and business owners.
With a team that brings expertise from backgrounds in private equity, investment banking, management consulting, and real estate investing, Ascension delivers expert execution and thoughtful solutions across both real estate and corporate M&A transactions. Whether navigating a business sale, a strategic acquisition, or unlocking capital through a sale leaseback, Ascension helps clients maximize value and drive long-term growth for their business.
NEW YORK | LONDON | MIAMI | TORONTO | MEXICO CITY | MADRID
Financial Services
We put real estate investors at the center of everything we do.
Center Street Lending is a private money portfolio lender that provides residential business-purpose loans on non-owner occupied homes. We offer flexible underwriting and attractively priced loans. We work with all levels of experienced investors and we welcome the opportunity to price out a loan for your next real estate investment purchase. Our management team has been involved in the financing of real estate since 1992 and has financed nearly $6 billion of residential real estate.
Our loan products include:
▪️Fix & Flip
▪️Bridge Loans
▪️Long Term Rentals
▪️Ground-up Construction
Center Street Lending current lends in the following states:
AL, AR, AZ (License # 0930263), CA (loans made or arranged pursuant to California Finance Lenders Law Lic. # 60DBO-57755; Real Estate Broker Lic. # 01883377 with CA Dept. of Real Estate), CO, CT, DE, FL (Lic. # MLD1180), GA, HI, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MO, MS, MT, NC, NE, NH, NJ, NM, NY, OH, OK, OR (Lic. # ML5838), PA, RI, SC, TN, TX, VA, WA, WI, WV, WY
Financial Services
As a leading, technology-driven, proprietary market-making firm, we work with the most advanced technology and software in the market. Since 2004, we’ve continued to remain at the forefront of the industry by driving innovation, automation and financial opportunity through:
TECHNOLOGY: We build proprietary software to create and capitalize on financial opportunity.
TRADING: We optimize trading strategies for existing markets and develop new strategies to best capitalize on financial market opportunity.
TEAM: We combine talented and dedicated technologists with data-driven traders to solve constantly evolving puzzles in the marketplace.
Our employees are truly our greatest asset. We’ve spent years building our team of talented and dedicated technologists, data-driven traders and leaders who emulate our core values.
Interested in joining an open, collaborative team that allows your talents to shine? We’re always on the lookout for the best and brightest!
To view our available job postings please visit www.simplextrading.com/careers
Financial Services
At Diamond Hill, we are fiercely committed to generating excellent, long-term investment outcomes and building enduring client partnerships.
Diamond Hill Capital Management, Inc. is a wholly owned subsidiary of Diamond Hill Investment Group, Inc. Diamond Hill Investment Group is a publicly traded company, and its shares trade on the NASDAQ (Ticker: DHIL).
Disclosures: https://www.diamond-hill.com/about/policies-and-disclosures/
At Diamond Hill, we take security and protection of your personal information very seriously. Please be aware of individuals that might approach you by falsely presenting themselves as our employees or representatives. Under this false pretense, they might try to gain access to your personal information or to acquire money from you by offering fictitious employment opportunities on our behalf. Please exercise caution and carefully review correspondence.
Diamond Hill will never ask for financial information of any kind or for payment of money during the job application process. We do not require any financial, credit card or bank account information and/or any payment of any kind to be considered for employment.
If you suspect communication about a position is fraudulent, please contact Diamond Hill’s HR Team at careers@diamond-hill.com. If you are the victim of fraud resulting from a scam, please contact the FBI's Internet Crime Complaint Center (IC3) at www.ic3.gov and your local authorities. Diamond Hill will not be held liable or responsible for any claims, losses, damages or expenses resulting from the scammers.
Financial Services
There is no shortage of amazing technology and resources in the electronic payments industry. Whether it be traditional credit card terminals, cloud based gateways, e-commerce integrations, or electronic invoicing….this industry is filled with solutions that make the great businesses of America run more smoothly and more efficiently.
Unfortunately, while an array of great product choices has never been the limiting factor in the payments industry, effective access to these solutions always has been. Every organization has a figurative “box” of product offerings and are constantly looking to fit the customer into one of these products. All too often, this solution doesn’t really solve the business’ needs and the scenario turns into lose/lose.
PayCompass was born to solve this….for both the business owner and the sales agent. Founded by those who were tired of having limited and inflexible product offerings for their clients, PayCompass aims to guide every partner to the solution that is the right fit for them. With dozens of partnerships and hundreds of unique solutions, PayCompass is the guide that every business owner and sales agent is looking for.
Financial Services
DreamSpring is a nonprofit Community Development Financial Institution (CDFI) and U.S. Small Business Administration (SBA) lender dedicated to propelling individual and family economic mobility and community wealth-building by helping people start and grow small businesses. Founded in 1994, the organization provides rapid access to capital and customized wrap-around support to entrepreneurs and nonprofits in 27 states. To date, DreamSpring has issued more than 47,925 loans totaling over $582 million to small businesses that support an estimated 67,800 jobs. Learn more at www.DreamSpring.org.
Our service area includes the following states:
Alabama, Arizona, California, Colorado, Florida, Georgia, Illinois, Iowa, Kansas, Louisiana, Michigan, Missouri, Mississippi, Nebraska, Nevada, New Mexico, New York, North Carolina, Ohio, Oklahoma, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Washington, and Wyoming.
Financial Services
Grow America (formerly NDC) acts as partner, teacher, advisor, investor, developer and lender, bringing together technical know-how and capital for community and economic investment.
We work with local and state governments and community-based organizations to help them create and implement their own unique economic and community development strategies. Over the years, our programs and services have evolved to reflect the changing policy environment, adding services and products to meet emerging needs. We provide technical assistance, professional training, small-business lending, debt and equity financing for residential, commercial, public, and nonprofit facilities.
Our nationally-recognized training programs help build a professional workforce in economic and community development that can advance and sustain progress in their communities.
Financial Services
Upper Echelon is the evolution of Deal Flow Xchange - rebuilt for the next era of private capital.
A private network for investors and founders who value trust and long-term alignment.
Right now, there's a lot of noise in the market. Everyone can build fast, everyone can create a beautiful website, and everyone has a strong pitch deck. But very few have clarity, credibility, or real relationships. That’s where we come in.
We vet investors, we prepare founders, and we create a shared environment where conversations move efficiently because everyone in the room is aligned.
Founders who enter our ecosystem go through the Founder AI Lab - an 8-week process that sharpens positioning, offering, and operational clarity, so they show up prepared. Founders who go through this program can list their opportunities for potential interest from the investor base.
Investors inside the Inner Circle, a higher tier within Upper Echelon, know that every conversation is with someone who has already passed the trust and alignment threshold. This is a small, highly curated network of high-caliber co-investment deal flow and elevated conversations.
We also allow private networks to plug into our capital architecture to create a better ecosystem of private deal flow sharing and collaboration.
So instead of chasing deals, filtering noise, or running endless meetings - people here move quickly from first conversation to real conviction.
If someone values trust, clarity, and long-term partnership - Upper Echelon is where they belong.
Financial Services
NextRock Investment Group is a global asset management platform and the SVCV's flagship financial firm. It manages a diversified portfolio across private equity, private credit, hedge funds, venture capital, and real estate.
A NextRock Group
https://www.nextrockgroup.com/
https://www.svcvglobal.com/
https://www.ibgxglobal.com/
https://www.orbtglobal.com/
https://www.thegogopapacompany.com/
https://www.bckd.us/
https://corporate.nextrockgroup.com/
https://www.alamedarodeo.com/
https://www.hausvoncolucci.com/
https://gogopapaworld.com/
https://thenext21stcentury.com/
Financial Services
At Portfolio BI, it's all about data.
PBI empowers the most sophisticated buy-side firms to take control of their portfolio and operational data. Our clients benefit from our integrated platforms, local technological expertise, seasoned financial experts, and off-the-shelf solutions.
Over 175 top tier hedge funds, asset managers, family offices, funds of funds, and institutional investors have trusted PBI’s technology for over 20 years.
We don't just help you access, organize, and analyze your data; we help you act on it.
Financial Services
Established in 1999, Trilogy Financial is a forward-thinking company that offers objective, independent financial planning services. Privately owned, Trilogy offers its services nationwide, with multiple branches from coast to coast.
Trilogy prides itself on its comprehensive training program and support staff. We offer a wide range of support to each other and to newer representatives – from challenging and expanding the knowledge of experienced advisors, to offering step-by-step learning from the ground up for individuals looking for a career in the financial services industry.
Trilogy’s strong work ethic and pursuit of excellence has earned their representatives and the company itself, top awards in a variety of venues – from a multitude of industry-related perspectives to some of the most important community-related interests.
Visit us at http://www.facebook.com/trilogyfs
The registered individuals of Trilogy Financial are registered representatives with, and Securities offered through LPL Financial, Member SIPC www.sipc.org. Investment advice offered through Trilogy Capital, LLC, a registered investment advisor. Trilogy Financial and Trilogy Capital, LLC are not affiliated with LPL Financial.
Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
Certain information contained herein has been obtained from third party sources and such information has not been independently verified by Trilogy Capital, Inc. No representation, warranty, or undertaking, expressed or implied, is given to the accuracy or completeness of such information by Trilogy Capital, Inc. or any other person. While such sources are believed to be reliable, Trilogy Capital, Inc. does not assume any responsibility for the accuracy or completeness of such information. Trilogy Capital, Inc. does not undertake any obligation to update the information contained herein as of any future date.
Financial Services
Neighborhood Trust is a nonprofit financial services innovator making financial security possible for all workers. We design and deliver solutions that meet workers’ immediate financial needs and simultaneously push the marketplace to create products, services and benefits that enable their long-term financial security. This transformation is made possible through the partnerships we forge with employers, fintechs, banks, worker power NGOs and more. Home to the financial wellness benefit TrustPlus.
Financial Services
The Franchise Consulting Company helps clients structure a franchise strategy based on the uniqueness of their situation and what they find most compelling as to brand, culture and operating models in order to attain their goals. We have a four step process:
1. We understand you, your background, and build a personalized business plan that defines what you want to get out of business ownership.
2. We introduce you to companies that we think best fit your skill sets, interests, financing, and other factors that we have seen lead to success. A few top company candidates will bubble up to the top.
3. You get a chance to meet owners and test the field of franchising for these top candidates.
4. We have relationships with many top banks and can guide you to experts that can help you with all of your legal paperwork. These two pieces are critical, but they are the final step of our process. You have to be confident in the system you are buying before you invest in it.
Join us in achieving entrepreneurship through one of the most stable routes in the world- franchise ownership!
Financial Services
Here at Beacon Funding, we’ve spent nearly 30 years establishing ourselves as the premier, full-service provider of financing solutions to all types of organizations throughout a wide variety of industries. Whether you’re an equipment manufacturer looking for a vendor financing partner or you’re looking to finance an equipment purchase for your business (think tow truck, boom truck, embroidery equipment), we have the expertise and support to help you succeed.
At Beacon, we like to think that we have developed the ideal blueprint for running an equipment financing operation. It takes talented and dedicated employees nationwide to deliver competitive and dependable equipment financing programs that our vendors and clients have come to expect. Not only do we have the financing knowledge, but we’re also experts on the equipment we finance, so we have both sides of the equations covered. This means that we’re able to provide financing services to all types of businesses: new, established, and financially healthy and even those with a troubled credit history.
Financial Services
Kershner Trading Group, LLC, wants to be known as the best place in the world where short term traders make the most money and grow their career. We are a proprietary trading and technology firm, providing capital, trading applications and infrastructure to manual and algorithmic traders. We provide Gr8trade, a proprietary trading execution and analysis platform that offers market data and execution capabilities, as well as enables traders to automate their trading process. The company also offers support services, such as trade support, compliance, risk management, quantitative services, training, and education. Kershner Trading Group, LLC was founded in 2001after the sale of Protrader to Instinet. The home office is in Austin, Texas. In 2012 we opened a Shanghai, China office.
Financial Services
Siepe is a public cloud managed services and data analytics provider designed specifically to address the technology needs of asset managers. We were built from the ground-up by experienced industry practitioners, using modular technology and flexible, well-formed data solutions. So whether you use our services as stand-alone or quickly integrate them with third parties, you can trust us to seamlessly apply institutional and regulatory best practices across your business.
Siepe's intuitive managed platform enables you to leverage data as an asset, creating order from disparate data sources, mitigating operational risk through investment transparency and optimizing efficiency through process visualization – allowing fund managers to discover strategic and actionable insights.
Financial Services
ConnexPay is the first and only company to bring together the two sides of the payment process—payments acceptance and virtual payments issuing—into a single platform with one contract and one reconciliation.
The flexibility of this technology allows clients to adopt the full end-to-end acquiring and issuing solution or leverage ConnexPay’s innovative intelligent routing issuing-only platform.
Through innovative and patent-pending payments technology, ConnexPay provides reduced payments risk, a new source of revenue, automated reconciliation, and guaranteed lower merchant processing fees—all while avoiding large lines of credit or prepayments.
Founded in 2017, ConnexPay is a leading payments provider for travel agencies and brokers, ecommerce providers, online marketplaces, and more.
Financial Services
SUBSCRIBE is a fintech company digitally transforming the landscape of alternative investments for fund managers, institutional investors, wealth managers, law firms, and fund administrators.
Our platform technology modernizes the archaic infrastructure of private fund investments by delivering a central operating system — catering to every role within the investment process empowering them to connect any fund, any investor, anywhere in the world on a single platform.
SUBSCRIBE supports over $6 trillion in private market assets and is the trusted technology partner to thousands of firms that rely on our end-to-end enterprise solution to scale their private market investment programs and manage investment processes across pre-trade, trade, and post-trade fund workflows.
Founded in 2015, SUBSCRIBE has consistently been recognized for its innovation leadership in the alternative investments and fintech industry. SUBSCRIBE employs more than 100 professionals and embraces a global flexible workforce model with offices in New York City, Palm Beach, and London.
For more information, visit www.subscribeplatform.com
Financial Services
Burkland gives startups a solid foundation to grow with confidence. Our fractional CFOs, accountants, HR advisors, and tax experts offer strategic guidance to ease a company’s growing pains and provide the financial insight and operational processes to scale. We provide the expertise that makes economic sense ranging from Pre-Seed to Series C.
Burkland serves over 800 venture-backed startups in the SaaS, AI, Consumer, Fintech, Clean Energy, Biotech, and Healthcare sectors across the United States.
Our Core Values:
* Fresh Perspectives - Our approach drives innovative solutions and breakthroughs.
* Empathy - Our team's deep startup experience allows us to understand our client’s point of view.
* Exponential Value - We continually expand the boundaries of success for our clients.
* Trusted Partner - We are accessible, reliable, and respectful.
Financial Services
We are a mobile app that simplifies bill payments for everyday people. Snap a pic & pay any bill in seconds!
We know paying bills is a stressful process for many Americans. By making it easy to pay any bill with a mobile device, we are removing the hassle of paying bills through the mail, over the phone, or on complicated web portals. We are also helping billers of all sizes and from all industries get paid faster and more often.
We’re proud to be one of the highest-rated fintech applications on the App Store, with over 70k reviews, and backed by investors that include Sequoia Capital, Bessemer Venture Partners, and First Round Capital.
To learn more, check out PapayaPay.com or find us on the App Store!
Financial Services
Peak Rock Capital is a leading middle-market private investment firm headquartered in Austin with an office in London. Peak Rock’s funds invest in middle-market private equity, corporate credit, and commercial real estate.
Peak Rock’s equity investment platform focuses on opportunities where it can support senior management to drive rapid growth and performance improvement, with expertise in corporate carve-outs and partnering with families and founders seeking first-time institutional capital.
Peak Rock’s credit platform invests across capital structures, with a broad mandate to provide flexible, tailored capital solutions to middle-market and growth-oriented businesses.
Peak Rock’s real estate platform makes equity and debt investments in small to mid-sized real estate assets in attractive, growing geographies.
Financial Services
Founded in 1973, LCG Associates, Inc. (LCG) is a full-service investment consulting firm headquartered in Atlanta, Georgia. As an independent and employee-owned firm, we provide objective advice to a select number of clients. Our clients are nationally recognized corporations, foundations, endowments, non-profits, and other institutions as well as private investors. We are committed to providing unbiased, innovative, and strategic solutions for each client.
We are 100% employee-owned and derive all of our revenue from consulting services. LCG does not receive “finder’s fees,” commissions, soft dollars, or rebates from any investment management firm. We do not sell performance data to managers nor do we charge them to have their information in our proprietary database. Because 100% of LCG's revenues are from institutional and private investors, we provide objective and independent recommendations.
Financial Services
Aura provides affordable, credit-building loans to working families in America.
Aura, a Community Development Financial Institution (CDFI), is proud to be a part of the financial technology community, delivering innovative solutions for fairness and financial inclusion.
Most financial institutions see borrowers as simply a credit score.
At Aura, we see the whole you.
We see your potential and your dreams, and we will help you get there. Our borrowers want to make a better life for themselves and their families. Aura is here to make sure that borrowers have a true partner on their financial journey.
Aura serves low and middle income communities at risk of being left behind.
We have provided hundreds of thousands of affordable loans since launching in 2014.
We are available in over 1,200 locations across California, Texas, Illinois and Arizona.
Over two-thirds of Aura’s customers grow their credit score by an average of 312 points from their first to second loan.
Aura will build on this success by further empowering borrowers, putting them on the road to financial security, and helping them to achieve their dreams.
Financial Services
Carson Wealth Management Group’s mission is to inspire our clients to achieve True Wealth through education, communication and service, which exceed their expectations. We are one of the largest wealth advisory firms in the country, serving clients through holistic financial planning, disciplined investment strategies and proactive personal service.
Carson Wealth Management Group was founded on traditional values; professional knowledge, integrity, personalized service and teamwork. Our goal is to help our clients attain True Wealth - all that money can't buy and death can't take away. We understand you have unique goals and objectives and we’re passionate about helping you discover and achieve your desired outcomes. Barron's Magazine has consistently named Carson Wealth Management Group one of the top independent firms in the nation. When you meet our team, you'll understand why.
Securities offered through Cetera Advisor Networks LLC, (www.finra.org and www.sipc.org). Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity. Third party posts found on this profile do not reflect the views of Cetera Advisor Networks or CWM, LLC and have not been reviewed by Cetera Advisor Networks or CWM, LLC as to accuracy or completeness.
Financial Services
Company Name | Location | Category | Employees | Accuracy | Website | |
|---|---|---|---|---|---|---|
Eagan, United States (US) | Finance and Banking Finance and Banking | 100-150 | info@acainternational.org | http://www.acainternational.org | ||
New York , United States (US) | Finance and Banking Finance and Banking | 50-100 | info@orum.io | http://www.orum.io | ||
Shelton, United States (US) | Finance and Banking Finance and Banking | 50-100 | team@procyon.net | http://procyon.net | ||
Denver, United States (US) | Finance and Banking Finance and Banking | 100-150 | info@chfainfo.com | http://www.chfainfo.com | ||
New York, United States (US) | Finance and Banking Finance and Banking | 50-100 | info@kingswoodus.com | https://kingswoodus.com/ | ||
San Diego, United States (US) | Finance and Banking Finance and Banking | 100-150 | contact@ascentfunding.com | http://ascentfunding.com | ||
New York, United States (US) | Finance and Banking Finance and Banking | 50-100 | contact@roccapital.com | https://www.roccapital.com/ | ||
New York, United States (US) | Finance and Banking Finance and Banking | 100-150 | info@chimerasecurities.com | http://www.chimerasecurities.com | ||
New York, United States (US) | Finance and Banking Finance and Banking | 50-100 | info@telseygroup.com | http://www.telseygroup.com | ||
San Francisco, United States (US) | Finance and Banking Finance and Banking | 100-150 | marketing@fgrovep.com | http://www.fgrovep.com/ | ||
New York, United States (US) | Finance and Banking Finance and Banking | 100-150 | info@haverproducts.com | https://haverproducts.com | ||
New York, United States (US) | Finance and Banking Finance and Banking | 100-150 | info@january.com | https://www.january.com | ||
Vestavia Hills, United States (US) | Finance and Banking Finance and Banking | 100-150 | info@rfgadvisory.com | http://www.rfgadvisory.com | ||
Cleveland, United States (US) | Finance and Banking Finance and Banking | 100-150 | info@SplashFinancial.com | http://www.SplashFinancial.com | ||
Miami, United States (US) | Finance and Banking Finance and Banking | 100-150 | support@intelica.com | http://www.intelica.com | ||
Akron, United States (US) | Finance and Banking Finance and Banking | 100-150 | support@valmarkfg.com | http://www.valmarkfg.com | ||
Fort Worth, United States (US) | Finance and Banking Finance and Banking | 100-150 | contact@seatonhill.com | http://www.seatonhill.com | ||
New York, United States (US) | Finance and Banking Finance and Banking | 50-100 | contacto@jetty.mx | http://www.jetty.com | ||
Kowloon Bay, Hong Kong | Finance and Banking Finance and Banking | 100-150 | support@dooprime.com | https://www.dooprime.com | ||
New York, United States (US) | Finance and Banking Finance and Banking | 100-150 | info@fia-tech.com | http://www.fia-tech.com | ||
New York, United States (US) | Finance and Banking Finance and Banking | 50-100 | info@prometheum.com | https://www.prometheum.com | ||
Chicago, United States (US) | Finance and Banking Finance and Banking | 100-150 | info@curicapital.com | http://www.curicapital.com | ||
Chicago, United States (US) | Finance and Banking Finance and Banking | 100-150 | info@backstopsolutions.com | https://www.backstopsolutions.com/ | ||
Grand Rapids, United States (US) | Finance and Banking Finance and Banking | 100-150 | info@jobs.rdvcorp.com | http://jobs.rdvcorp.com | ||
New York, United States (US) | Finance and Banking Finance and Banking | 50-100 | info@owlrock.com | https://owlrock.com/ | ||
Boston, United States (US) | Finance and Banking Finance and Banking | 100-150 | info@fiduciary-trust.com | http://www.fiduciary-trust.com | ||
New York, United States (US) | Finance and Banking Finance and Banking | 50-100 | info@ascensionadvisory.com | https://ascensionadvisory.com/ | ||
Irvine, United States (US) | Finance and Banking Finance and Banking | 50-100 | info@centerstreetlending.com | https://www.centerstreetlending.com/ | ||
Chicago, United States (US) | Finance and Banking Finance and Banking | 100-150 | info@simplextrading.com | http://www.simplextrading.com | ||
Columbus, United States (US) | Finance and Banking Finance and Banking | 100-150 | info@diamond-hill.com | https://www.diamond-hill.com | ||
Tempe, United States (US) | Finance and Banking Finance and Banking | 100-150 | contact@paycompass.com | http://www.paycompass.com | ||
Albuquerque, United States (US) | Finance and Banking Finance and Banking | 50-100 | info@dreamspring.org | http://www.dreamspring.org | ||
New York, United States (US) | Finance and Banking Finance and Banking | 100-150 | info@growamerica.org | http://growamerica.org/ | ||
Boston, United States (US) | Finance and Banking Finance and Banking | 50-100 | info@uedfx.com | https://uedfx.com/ | ||
New York, United States (US) | Finance and Banking Finance and Banking | 50-100 | info@nextrockgroup.com | https://www.nextrockgroup.com | ||
New York, United States (US) | Finance and Banking Finance and Banking | 50-100 | info@portfoliobi.com | https://portfoliobi.com | ||
Irvine, United States (US) | Finance and Banking Finance and Banking | 100-150 | info@trilogyfs.com | http://www.trilogyfs.com | ||
New York, United States (US) | Finance and Banking Finance and Banking | 50-100 | info@neighborhoodtrust.org | http://www.neighborhoodtrust.org/ | ||
Miami, United States (US) | Finance and Banking Finance and Banking | 100-150 | contact@thefranchiseconsultingcompany.com | http://www.thefranchiseconsultingcompany.com | ||
Northbook, United States (US) | Finance and Banking Finance and Banking | 100-150 | sales@beaconfunding.com | https://www.beaconfunding.com/?utm_source=linkedin&utm_medium=social&utm_campaign=social-profile-homepages&utm_content=button-link | ||
Austin, United States (US) | Finance and Banking Finance and Banking | 100-150 | info@KershnerTrading.com | http://www.KershnerTrading.com | ||
Dallas, United States (US) | Finance and Banking Finance and Banking | 100-150 | info@siepe.com | http://www.siepe.com | ||
Plano, United States (US) | Finance and Banking Finance and Banking | 100-150 | info@connexpay.com | http://www.connexpay.com | ||
New York, United States (US) | Finance and Banking Finance and Banking | 100-150 | info@subscribeplatform.com | https://subscribeplatform.com | ||
San Francisco, United States (US) | Finance and Banking Finance and Banking | 100-150 | info@burklandassociates.com | http://www.burklandassociates.com | ||
Los Angeles, United States (US) | Finance and Banking Finance and Banking | 100-150 | info@PapayaPay.com | https://PapayaPay.com/ | ||
Austin, United States (US) | Finance and Banking Finance and Banking | 50-100 | info@peakrockcapital.com | http://peakrockcapital.com | ||
Atlanta, United States (US) | Finance and Banking Finance and Banking | 50-100 | info@lcgassociates.com | http://www.lcgassociates.com | ||
San Francisco, United States (US) | Finance and Banking Finance and Banking | 100-150 | info@myaura.com | http://www.myaura.com | ||
Omaha, United States (US) | Finance and Banking Finance and Banking | 100-150 | info@CarsonWealth.com | http://www.CarsonWealth.com |
50/12,877 results
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.