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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Indinero is on a mission to help every business realize its potential. And that starts with finance operations.
Our integrated finance team of bookkeepers, accountants, tax advisors and CFOs serve clients all across the US. Indinero is powered by tech - our clients get access to their own dashboard with insights and financial summary.
Our team can manage the finances so you focus on your core expertise. Be that scaling your business, reaching break even or finding efficiencies in your cash flow.
We're an established firm but have great opportunities for internal mobility. If you’re interested in working at indinero, visit https://www.indinero.com/careers to explore the open positions.
Financial Services
United Capital Financial Advisors, LLC, is a registered investment advisor providing comprehensive planning and investing strategies to make investors more confident about using their money to live the life they want today, while planning for tomorrow.
Financial Services
Founded in 2010, AlphaGrep is a quantitative trading and investment firm. We research and develop algorithmic trading strategies using advanced mathematical and statistical techniques, and trade them across all asset classes on over 30 exchanges globally. AlphaGrep comprises leading global market makers and is amongst the top market participants by volume on several exchanges and products.
Coding, mathematics and statistics are at the core of everything we do. We analyze petabytes of financial market data to scout for minute inefficiencies that we then try to capture using our ultra-low latency trading systems and robust risk management.
With the belief that value is created through innovation and not through imitation, we dare to face the uncertainty and ambiguity of exploring new frontiers.
Join Us! Visit our careers page: https://www.alpha-grep.com/career/
Work collaboratively in a fast-paced and intense environment at AlphaGrep. We offer top-of-the-line compensation and perks including medical insurance, well-stocked cafeterias, gym and sports memberships, monthly office dinners, team outings, offsites, and a lot more!
We cultivate a meritocratic, challenging and collaborative environment for our teams to always remain engaged and driven. At AlphaGrep, we don’t believe in tiring you with choosing an office outfit or a particular time to show up. We are always hiring folks who come with an ownership mindset and are keen on learning!
Financial Services
At Caribou, we believe that taking control of your car payment should be a simple, transparent process.
Too many people are driving around with a bad deal on their auto loan. What’s more, many people don’t realize it, or don’t know what to do about it. Through our partnerships with local and community lenders, we connect customers with competitive rates and lower monthly payments.
NMLS #1746612, #2681596
NMLS Consumer Access: https://www.nmlsconsumeraccess.org/EntityDetails.aspx/COMPANY/1746612?slug=newsroom
Financial Services
Access the equity in your home.
Hometap provides equity in cash so you can pursue your goals as a homeowner. The process is simple, straightforward, and transparent, allowing you to start optimizing your largest asset: your home.
Hometap Equity Partners, LLC, NMLS ID# 2467867
Financial Services
Ouro's flagship product Netspend provides prepaid and debit account solutions that connect customers with secure, convenient access to global payment networks so they can manage their money and make everyday purchases. Netspend's market-leading products reach consumers directly via the Netspend brand and through co-branded, white label and banking-as-a-service collaborations with popular lifestyle, sports, entertainment, financial and consumer brands. With a nationwide U.S. retail network, customers can purchase and reload Netspend products at 130,000 reload points and over 100,000 distributing locations, including employers, check cashers, convenience stores, grocers, pharmacies, insurance providers and tax preparers. Since 1999, Netspend's pioneering products have served millions of consumers nationwide and processed billions of dollars in transaction volume.
Financial Services
Auto Approve is an auto refinance company that specializes in helping consumers find the best possible vehicle interest rates through its national network of credit unions, banks and finance companies.
Our mission is to make it simple for our customer to save money and enjoy life more. The quote is FREE, let us see what we can save for you. Fill out the short inquiry at www.autoapprove.com. Refinancing your vehicle has never been easier!
Financial Services
GSR is crypto’s capital markets partner, helping founders and institutions scale with confidence. With over a decade of specialized expertise, we deliver institutional-grade market making, OTC trading, and strategic venture capital to support growth at every stage.
Our value goes beyond execution. We provide access to liquidity, real-time market intelligence, and strategic guidance shaped by years operating at the center of global crypto markets. We bridge the gap between traditional finance and digital assets, connecting teams with the capital, market access, and insights they need to build what’s next.
https://www.gsr.io
https://www.gsr.io/gsr-digital-llc-licensed-us-jurisdictions/
https://www.gsr.io/privacy-notice/
Financial Services
IEQ Capital is Registered Investment Advisor, with $46.6B of Collectively Managed RAUM, seeking to transform traditional wealth management. Our quest is to integrate the Intellectual and Emotional Quotient, and to generate exceptional investment results driven by a values-oriented culture that fosters connection and collaboration with our clients. We focus our efforts on helping clients meet their investment objectives without the distractions and limitations that can arise within much larger organizations.
*As of 3/31/2026 IEQ Capital, LLC (“IEQ”) manages $46.6 billion in RAUM. IEQ RAUM as of 12/31/2025 as reported in IEQ Capital's Form ADV filed in March 2026 totaled $46.24 billion. EPIQ Capital Group’s contribution to the total RAUM referenced above reflects only assets under management reported for billable assets.
This is for general informational purposes only and does not constitute investment, legal, or tax advice. Nothing here should be considered an offer to sell or a solicitation to buy any security or financial product from IEQ or any entity. Content should not be relied on for business, investment, or other decisions. IEQ’s products and services are intended for U.S. residents only and are not offered where unlawful.
Financial Services
We were founded more than 60 years ago with the mission of supporting those who put the first person on the moon. As we’ve grown over the years, our purpose of helping members reach their dreams is still the heart of who we are. We are passionate about excellence and set ambitious goals to land among the stars.
Our member’s financial well-being is at the center of all that we do. As we set out to serve a new generation of dreamers, our mission is to empower them with the tools and services they need to succeed. We know that to achieve greater equity and inclusion for our members, communities, and our team, our diversity is our strength, which is why we embrace different perspectives and experiences.
Our shared purpose is to help people prosper. We win when our members win, and their experience can be no greater than our team-member experience. We work with integrity and a conviction to do the right thing, creating stronger communities where we work, live, and play. Together we thrive.
Wellby is proud to be ranked one of America's Best Credit Unions by Newsweek and the Best Overall Among Banks and Credit Unions in Texas by Money.com. Additionally, Wellby is a USA TODAY and Houston Chronicle Top Workplace and additionally received a Culture Excellence Award for Employee Appreciation.
Federally Insured by the NCUA. Equal Housing Lender.
Financial Services
As the leading provider of capital markets technology for the mortgage industry, Optimal Blue offers the only end-to-end platform that bridges the primary and secondary mortgage markets. Our solutions help lenders of all sizes operate more efficiently, manage risk more effectively, and maximize results.
Our platform is built for scale and speed – cloud-native, API-first, and powered by automation, generative AI, and transparent data. From unmatched pricing accuracy to advanced margin management, we help lenders optimize every loan, every time.
With over 20 years of experience and the largest market share in key capital markets segments, we are a trusted partner to lenders nationwide. Our technology supports over a third of U.S. mortgage price locks and supports nearly 40% of loans sold into the secondary market.
Innovation is in our DNA. Our generative AI tools and intelligent automation help capital markets leaders make smarter, faster decisions – with no added cost or complexity. We continuously deliver no-cost enhancements that drive real results, including competitive benchmarking, real-time pricing visibility, and margin protection through any market condition.
With 70+ certified integration partners and a network that spans the mortgage ecosystem, we enable seamless connectivity and operational agility.
Through modern technology, proven performance, and deep expertise, we help lenders stay ahead in any market.
To learn more, visit OptimalBlue.com.
Financial Services
Inswitch, a TransNetwork Company, delivers embedded financial technology to help businesses scale, innovate, and streamline financial operations. Our API-driven platform powers solutions such as white-label digital wallets, cross-border money services, domestic payments, card issuance, and a global pay-in/pay-out network, including banks, card acquiring, cash, and wallets. We empower organizations with seamless financial integration, enhancing efficiency, ensuring compliance, and improving customer satisfaction while unlocking new revenue opportunities worldwide.
Get in touch today and boost your business with Inswitch!
Financial Services
Certainty Home Lending has helped borrowers achieve the dream of homeownership for over two decades. We take pride in our team-oriented atmosphere, which fosters a culture of excellence and focuses on delivering an exceptional experience to each customer.
During each home loan, we aim to be a trusted advisor to clients, serving their unique needs and circumstances instead of just closing a sale. We do this by gathering the best in the business and putting homebuyers at the center of everything we do. This personalized approach earned Certainty the MortgageCX Best-In-Class Lender award from 2018 to 2022.
Certainty's lending professionals take the time to learn about our clients, ensuring they receive customized services tailored to their requirements. Although we have the product diversity and robust resources of any large, national lender, we take the service approach of a community bank.
Behind this customer-centric philosophy are empowered and highly trained team members who make all the difference in delivering personalized financial advice. We believe in conversation rather than broadcast and we excel at internal and external communication. That commitment to empowerment earned us recognition as one of the Best Mortgage Companies to Work for in 2023 by National Mortgage News.
At Certainty, clients come first. We understand that the best customer experience is delivered by satisfied, empowered financial service professionals with access to the best loan products and tools. If you're looking for a partner who shares your philosophy, contact Certainty Home Lending today.
Guaranteed Rate, Inc. D/B/A Certainty Home Lending NMLS 2611; For licensing information visit www.nmlsconsumeraccess.org. Applicant subject to credit and underwriting approval. Equal Housing Lender.
Financial Services
CoinFlip is a global digital currency platform company focused on providing consumers simple, secure access to buy and sell cryptocurrency. The company operates the world's largest network of cryptocurrency kiosks by transaction volume, with more than 5,500 kiosks across 49 U.S. states, Puerto Rico, Canada, Australia, New Zealand, South Africa, Italy, Panama, Brazil, Mexico, and Spain. CoinFlip’s digital currency kiosks make buying and selling major cryptocurrencies accessible for consumers who wish to purchase digital currency using cash.
CoinFlip also operates CoinFlip Preferred, a personalized over-the-counter service that provides investors with custom, white-glove support for their cryptocurrency transactions. In 2022, CoinFlip launched CoinFlip Ventures, an investment group offering coaching, funding, and networking support to early-stage crypto and web3 projects. We also offer the CoinFlip Crypto Wallet, a self-custodial cryptocurrency wallet available for iOS and Android devices.
CoinFlip was founded in 2015 by Daniel Polotsky, Kris Dayrit, Alan Gurevich, and Ben Weiss. Headquartered in Chicago, CoinFlip placed in the top 500 on the 2021, 2022, and 2023 Inc. 5000 list, and on the 2022 and 2023 Deloitte Technology Fast 500, was named the 2021 and 2022 #1 fastest-growing company in Chicago by Crain's, ranked in Chicago Tribune’s Top Workplaces in 2021 and 2022, and was awarded the 2021 and 2022 Stevie ® Awards for Customer Service. To learn more about CoinFlip and how to get started on your digital currency journey, visit www.CoinFlip.tech.
Financial Services
We, along with MST, were acquired by Banker’s Toolbox, a leading provider of anti-money laundering and fraud prevention software, in the first half of 2018. We are thrilled to bring our combined industry expertise and technological brainpower together under one name in 2019: Abrigo.
Abrigo is a leading technology provider of compliance, credit risk, and lending solutions that community financial institutions use to manage risk and drive growth. Our software automates key processes – from anti-money laundering to fraud detection to lending solutions – empowering our customers by addressing their Enterprise Risk Management needs. Visit www.abrigo.com to learn more.
Financial Services
Quadeye combines the best of both worlds: the opportunity and spirit of a startup and the stability of an established, experienced firm. Our employees work hard to solve interesting problems, and their results are rewarded. We value continuous learning—from our outcomes, from the environment and from each other.
By having deepest possible understanding of the financial markets and translating that understanding into great automated trading strategies, we have built a distinct track record of success. We trade across many asset classes and instruments, using a variety of models, across the globe.
Financial Services
EP Wealth Advisors is an investment management, financial planning and wealth advisory firm with over $44.1 billion in client assets under management (as of 3/31/26). At EP Wealth Advisors, our job is to help you understand where you are going before deciding how to get you there. Today’s economic landscape is constantly evolving and as a result, there is no formulaic answer for investment management and financial planning. Our mission is to understand your unique situation and develop a customized plan with strategies designed to achieve your specific goals and objectives. Years of client relationships combined with our highly credentialed staff has enabled our firm to develop a fully integrated investment portfolio along with an individualized wealth plan, providing you with the answers and insight to your questions with one simple goal: your peace of mind.
Financial Services
Mitsubishi UFJ Trust and Banking Corporation, New York Branch (MUTB-NY), is the sole US branch of Mitsubishi UFJ Trust and Banking Corporation (MUTB), the trust bank subsidiary of the Mitsubishi UFJ Financial Group (MUFG). Founded in 1927 and headquartered in Tokyo, MUTB has been providing a wide range of financial services to both domestic and global clients around the world for nearly a century. Our goal is to support and empower our clients’ future financial success through our products, services and consultative expertise.
MUTB-NY values the diversity of its people and clients and in society, and it values delivering the most suitable high-quality products and services as a fiduciary through our expertise as a trust bank. We take pride in our culture today that is collaborative and welcoming with a team of professionals that helps provide solutions for its clients’ growth and sustainability. Working at MUTB-NY offers its team members stability and opportunities for enhanced career growth.
MUTB is the core trust bank entity of MUFG, one of the largest global financial groups. By itself, MUTB is one of the largest long-established trust banks in Japan.
Financial Services
Rimes provides transformative enterprise data management and investment intelligence solutions to the global investment community. Driven by a passion for solving complex data challenges, we provide our clients with investment intelligence that powers more than US$ 75 trillion in AUM annually. The world’s leading institutional investors, asset managers, and service providers rely on Rimes to help them make better investment decisions using accurate information and industry-leading technology. For more information, please visit www.rimes.com.
Financial Services
Qineqt’s mission is to build the world’s largest & deepest adaptive data foundation, arming sophisticated investors with the superior data required to succeed in this new landscape of alpha generation. Founded in 2013, Qineqt collaborates with leading investment managers to create data repositories that facilitate the development of clients’ proprietary strategies and help them reach their goals faster. The Qineqt method captures depths and catalysts that give investors the tools to uncover correlations never before realized. Qineqt is headquartered in NYC, and has 220 employees across 3 global locations.
Financial Services
PGIM, the global asset management business of Prudential Financial, Inc. (NYSE: PRU) is built on a 150-year legacy of strength, stability, and disciplined risk management through more than 30 market cycles.
For nearly a century, PGIM's private credit platform has partnered with corporations, financial sponsors, and institutions to deliver tailored financing solutions and market insights that help them achieve strategic growth. In a market where capital often feels commoditized, we stand apart for our long-term approach—building enduring relationships and providing patient, reliable capital through cycles. With regional teams in 15 offices worldwide and deep sector expertise, we manage a diversified portfolio of $113.2 billion, spanning direct lending, mezzanine, private placements, and specialty finance.¹
Managing $1.5 trillion in assets², PGIM offers clients deep expertise across public and private asset classes, delivering a diverse range of investment strategies and tailored solutions—including fixed income, equities, real estate and alternatives. With 1,400+ investment professionals across 41 offices in 20 countries, we serve retail and institutional clients worldwide. For more information, visit pgim.com.
Prudential Financial, Inc. (PFI) of the United States is not affiliated in any manner with Prudential plc, incorporated in the United Kingdom or with Prudential Assurance Company, a subsidiary of M&G plc, incorporated in the United Kingdom. For more information please visit news.prudential.com.
1. Represents PFI's asset management expertise through PGIM, its affiliates, and its predecessors. A market cycle refers to the fluctuations of the economy between periods of growth and recession. For additional information related to market cycles, visit: www.nber.org.
2. As of December 31, 2025.
Important disclosures regarding your use of this LinkedIn page can be found at → PGIM.com/Disclaimer
Financial Services
Boston Financial is an investment manager focused exclusively on affordable housing. We structure and manage Low Income Housing Tax Credit (LIHTC) funds, affordable housing preservation vehicles, third-party assets, and affordable housing portfolios for institutional investors — partnering with experienced developers nationwide. We manage a $16+ billion portfolio comprising almost 2,000 affordable housing properties. Boston Financial’s vision is to create a future where everyone has a home, one investment at a time.
Financial Services
We believe every client is a universe of one. Our commitment to clients is guided by our values and driven by the pursuit of excellence. Privately owned and independent, our innovation and unparalleled commitment to our clients have made us a trusted partner for more than 65 years.
To read our social media terms of use, visit: https://tinyurl.com/4pdmuuhp
Financial Services
Based in San Diego, Calif., Corelation is the latest core processor for today’s credit union. This solution is a member-centric system that empowers credit unions to offer the best member service possible, enhancing their value for member attraction and retention. As for experience, Corelation’s staff has dedicated their careers creating core systems and providing unparalleled client service.
Financial Services
Amount was acquired by FIS in August 2025.
Amount transforms banking by providing financial institutions with a modern, seamless digital experience for both customers and employees—streamlining everything from loan origination to deposit account opening, and integrating AI tools, security, and compliance into a single, powerful platform.
Financial Services
Traild is a deeply integrated Accounts Payable solution focused on twin issues, AP efficiency and Financial Control. The software has been designed to help businesses unlock effortlessly efficient and seamlessly secure Accounts Payable.
Traild supports finance teams, approvers and executives with real time visibility and financial control on high-risk invoices, as well as always on anomaly detection to help protect the business payments against fraud, errors and mistakes.
Traild helps businesses all over the world process hundreds of millions of dollars of payments each day with confidence and security.
Financial Services
Why Episode Six? Episode Six was built for banks, fintechs, and brands who are tired of hitting roadblocks. Whether you're launching your first card program, outgrowing a one-size-fits-all solution, searching for the perfect ledger, or expanding into new markets, Episode Six helps you move fast and scale smarter.
Launch card, deposit and credit products at speed, change anything in real time, and scale without rewriting your core. Our proprietary, cloud-native technology puts you in control—of your roadmap, your margins, your market strategy.
Episode Six is more than just infrastructure. It’s your unfair advantage.
What can you build with us?
✅ Credit cards (consumer, business, secured)
✅ Prepaid & debit cards
✅ Commercial cards & spend controls
✅ Multi-currency cards and wallets
✅ Virtual accounts & embedded wallets
✅ Installments, BNPL, and lending features
✅ Rewards & offers
What should you know about us?
✅ 16 AWS regions
✅ 50 markets
✅ 70+ enterprise customers
✅ 40m+ end users
How Episode Six Works With You
At Episode Six, we work with ambitious banks, fintechs, and brands to bring bold ideas to life—faster.
We give your team the tools, guidance, and support to build, launch, and scale modern payments products on your terms. You get access to a highly configurable platform designed to flex with your business, plus a team that’s with you every step of the way.
From day one, we help you design the right setup, configure it to match your roadmap, and go to market with confidence. When you’re ready to adapt or expand, you have the control to move fast—without waiting on us.
Here’s what working with Episode Six looks like:
◆ Flexible tools tailored to your use case
◆ Collaborative onboarding and hands-on support
◆ Self-service controls and real-time configurability
◆ Fast deployment, global scale
◆ A partner who’s committed to your success
To stay up to date with the latest from Episode Six, click “Follow.”
Financial Services
GuideStone® provides churches, ministries, faith-aligned institutions and Christian households with financial solutions that support our shared biblical values — equipping believers to lead resilient lives and advance the Kingdom of God.
Founded in 1918, we serve the needs of our members and ministry partners with retirement, insurance and investment solutions to help you start well, stay well and finish well. We also help provide dignity to retirement-aged Southern Baptist ministers, workers and their widows through the heartbeat of our mission, Mission:Dignity®.
At GuideStone, our vision is that every servant of Christ finishes well. We seek to enhance financial security and resilience for those who serve the Lord. GuideStone guides, advocates and provides for our members along their journeys to a strong financial future, fortifying their steps as they follow God wherever he leads.
Follow GuideStone for financial services and insurance solutions for every season of ministry™ and the latest career opportunities grounded in our values of integrity, heart and skill.
Financial Services
Employing a one-stop shop model, Renovo offers residential real estate investors a full suite of loan programs, including single family and multi-family rehab, new construction, and 30-year fixed rental loans, as well as in-house underwriting and servicing. Renovo’s commitment to building local long-term client partnerships, combined with its end-to-end product suite, means clients experience the best products and pricing of a national financial institution, but with the attention and service of a nimble local startup.
Founded in 2011, Renovo Financial is a fast-growing residential real estate investment lender for entrepreneurs who rehab or build investment properties. Renovo uses local market expertise, real-world underwriting, and a service-driven approach to create financing relationships that deliver more than just simple working capital. Cofounded by Kevin Werner, Daniel Rosen, and Granite Creek Capital Partners, Renovo has become one of the largest residential real estate investment lenders serving the surrounding Chicagoland area, Dallas, Houston, San Antonio, Boston, Miami, Phoenix, San Diego, New Jersey, Rhode Island, Connecticut, and Raleigh, NC. Renovo Financial was recently recognized by Crain’s Chicago Business as a FAST 50 company, a compilation of the region’s fastest-growing private residential real estate lenders.
Financial Services
October Three Consulting, LLC is a full service actuarial, consulting and technology firm that is a leading force behind the reemergence of defined benefit plans across the country. A primary focus of the consultants at October Three is the design and administration of comprehensive retirement benefits to employees that minimize the financial risks and volatility concerns employers face.
Through effective plan design strategies October Three believes successful financial outcomes are achievable for employers and employees alike. A critical element of those strategies is the ReDB™ plan design. ReDB™ plans represent an entirely new, design-based approach to retirement and to the management of both the employer's and the employee's financial risk, focusing on maximizing financial efficiency and employee value. As Retirement Architects™ we are Re-Thinking, Re-Building, Re-Defining™ retirement solutions.
Financial Services
Open Lending specializes in loan analytics, risk-based pricing, risk modeling and automated decision technology for automotive lenders throughout the United States. Open Lending’s flagship product, Lenders Protection™, is a unique auto lending enablement platform. It utilizes proprietary data and advanced decisioning analytics to provide lenders with a powerful way to increase near and non-prime auto loan volumes, without adding significant risk to their auto loan portfolio.
Financial Services
Founded in 2015, VGS is the world's leader in payment tokenization and a trusted credential management platform, depended on by Fortune 500 companies, merchants, fintechs, and banks alike. Our mission is to revolutionize the way sensitive data is stored and secured, enabling organizations to manage information across cards, bank accounts, and digital wallets with ease.
VGS stores sensitive data and tackles critical payment acceptance challenges such as multi-PSP management, card issuance, payment orchestration enablement, PCI compliance, and the protection of personally identifiable information (PII). We provide our clients with complete ownership, control, and insights into their payment data, driving growth and enhancing user experiences across industries.
VGS offers a comprehensive suite of solutions, including a composable Card Management Platform, a PCI-compliant Vault, and advanced network value-added services such as Network Tokens, Account Updater, and Card Attributes. Our innovative technologies empower businesses to boost revenue through higher authorization rates, reduce fraud, and streamline operations—all while seamlessly integrating with existing tech stacks.
At VGS, we're not just securing payments—we're empowering businesses to unlock new possibilities in the ever-evolving payment landscape.
Financial Services
The leader in Non-QM Lending. Acra Lending has been redefining and writing the new rules of Mortgage Lending. We serve Mortgage Professionals in the following states: AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, KY, LA, MD, MI, ME, MN, MT, NC, NE, NH, NJ, NV, OK, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI & WY.
Citadel Servicing Corporation dba Acra Lending, 3 Ada Parkway, Suite 200, Irvine, CA, 92618, telephone number (949) 900-6630, NMLS ID # 144549 is a mortgage lender that offers direct lending to consumers and business professionals, wholesale lending, correspondent purchasing, and mortgage loan servicing. Equal Housing Lender.
https://acralending.com/company/#state-licensing-information
https://mortgage.nationwidelicensingsystem.org/about/Pages/NMLSConsumerAccess.aspx
Financial Services
White Oak Global Advisors, LLC is a leading alternative debt manager specializing in originating and providing financing solutions to support small and middle market enterprises. WOGA and its financing affiliates provide over twenty lending products to the market that include term, asset-based, and equipment loans. Since its inception in 2007, WOGA and its affiliates have deployed over $11 billion across its product lines. More information can be found at www.whiteoaksf.com.
Headquartered in San Francisco, White Oak and its affiliates have grown to nearly 500 professionals [2] with offices and personnel throughout the US, UK, and Australia.
[1] As of Q3 2023
[2] Includes locations of certain entities beneficially owned by White Oak funds and managed accounts.
Specialties:
Direct Lending, Senior Term Loans, Asset Based Lending, Equipment Financing, Special Situation Loans, Event Driven Strategies, Account Receivables Management, Credit and Collections Support, Full-Service Factoring Inventory Financing, Invoice Discounting, Supply Chain Financing, Trade Credit Risk Management, and U.S. Import/Export Financing to Small- and Middle-Market Businesses
Financial Services
VRC is a full-service, independent, global valuation firm. We have been named International Valuation Firm of the Year for 12 years at the International M&A Awards and four consecutive years as Valuation Firm of the Year by the Association for Corporate Growth.
Since 1975, VRC’s U.S.-based team of 300+ colleagues and our international network of nearly 1,500 valuation professionals have provided objective, supportable conclusions of value to domestic and international clients.
Our core services include financial opinions regarding valuation, solvency, capital adequacy, and fairness in connection with mergers, acquisitions, divestitures, leveraged buyouts, recapitalizations, financings, and financial and tax reporting matters. Our in-house valuation capabilities include businesses, equity and debt securities, loans, derivative instruments, structured products, intangible assets, fixed assets, and real estate.
Our clients range from Fortune 500 companies to privately held organizations. Our client base is derived from companies in a broad range of industries, which allows us to track and understand industry trends. In addition, we have long-standing relationships with commercial lenders, investment banking firms, private equity firms, hedge funds, law firms, and accounting firms nationwide.
VRC has offices in Atlanta, Boston, Chicago, Cincinnati, Dallas, Los Angeles, Milwaukee, Princeton, New York, San Francisco, and Tampa. Our global network of member firms, Valuation Research Global, provides quality valuations and value-related services for the international business community, serving clients on five continents in more than 60 countries.
Financial Services
Blue Trust advisors apply biblical wisdom and technical expertise to help clients make wise financial decisions to experience clarity and confidence and leave a lasting legacy. With over $62 billion in assets under advisement and a nationwide network of 19 offices, we offer comprehensive financial services and objective advice to more than 11,000 clients across the wealth spectrum in all 50 states. Our services include:
• Financial, retirement, and estate planning
• Investment management
• Cash flow and budget planning
• Charitable giving strategies
• Personal trust and estate settlement
• Business consulting services
• Family Office
• Professional Athlete services
• Institutional services
• Retirement plan consulting
* As of 6/30/25 and subject to change.
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Trust and investment management accounts and services offered by Blue Trust, Inc. are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, nor guaranteed by any bank or bank affiliate, and are subject to investment risk, including possible loss of the principal amount invested.
View our social media guidelines & legal info: https://www.bluetrust.com/privacy-regulatory/
Financial Services
Over 30 years ago, Lexington helped develop the institutional secondary market with the innovative goal of providing liquidity to private equity investors. In 1998, we created one of the first discretionary co-investment programs. Today, Lexington Partners remains one of the world’s largest and most trusted managers of secondary and co-investment private equity funds.
Financial Services
At Comply, we pride ourselves on being the champion for compliance professionals. Through technology, consulting and education, we help clients navigate the ever-changing regulatory environment, end to end. Our deep industry expertise – which includes expansive knowledge in technology enablement and regulatory compliance protocols and processes (SEC, FINRA, FCA, State) – supports more than 5,000 clients in more than 60 countries, including investment banks, private funds (including private equity firms and hedge funds), broker-dealers, registered investment advisers, insurance, and other financial services firms.
Learn more at Comply.com.
Financial Services
RTS Financial is a factoring company that provides working capital solutions to businesses across multiple industries, primarily trucking and oilfield services. By providing accounts receivable financing, we help customers build the cash flow necessary to grow their companies.
Financial Services
Move your business to Yesville.
Join the Yesville movement with American First Finance (AFF) and start saying Yes to more customers. Our inclusive payment solutions help businesses grow by providing flexible, personalized options that lead to more approvals, higher conversions, bigger ticket sales, and overall increased revenue.
We proudly support businesses across 30+ industries—from furniture and appliances to electronics, auto repair, healthcare, veterinary, dental, and vision—helping your customers get what they need today while giving your business the tools to thrive.
Headquartered in Dallas, TX, AFF is committed to helping businesses succeed and creating opportunities for employees who want to make an impact.
Discover how you can bring All Credit Welcome payment solutions to your customers. Visit Yesville.com or call 972-992-3560 to learn more.
Financial Services
Renaissance Financial is a financial services firm that provides customized solutions to assist individuals and businesses in reaching their financial goals. Our mission is to use creative business and personal planning to help our clients achieve financial freedom…one relationship at a time.
Securities offered through Cetera Wealth Services LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. Renaissance Financial is independently owned and operated. 5700 Oakland Avenue, Suite 400, St. Louis, MO 63110
Financial Services
Lido has deep roots in the family office space in which teams of professionals are dedicated to managing the investment and financial life of a single ultra wealthy family. In 1999, we established our family office style approach with a mission to bring a similar holistic vision, multidisciplinary support, and advanced wealth management to high-net-worth and ultra-high-net-worth clients and families.
Since our founding as a Registered Investment Advisor, we have steadily evolved our robust in-house investment platform to provide sophisticated customized strategies and pooled investments, advanced options and alternative investments, as well as private equity, private debt, and other specialized opportunities. Our services include in-house and affiliated financial planning, tax consulting, and trust professionals to help clients maximize and protect their legacies.
Today, we are enjoying rapid growth in RUAM and clients, and have appeared in publications such as Forbes, Financial Advisor, and Barron’s, as well as on CNBC and other financial market media. Lido is headquartered in Los Angeles, California, with offices throughout the United States as we strategically expand our reach. We have an entrepreneurial, strong growth culture and proactive strategic partnerships driving our impressive year-over-year CAGR.
Lido is not a legal service provider or tax professional and does not offer legal or tax advice. Should you desire to obtain tax or legal services or advice, you must enter into your own, independent engagement agreement with a licensed attorney or tax professional.
Financial Services
Founded in 1951 by firefighters for firefighters, we are a credit union dedicated to building financial success in our community.
Today, we continue to serve firefighters while also extending membership to those who live, work, or attend school in San Francisco, San Mateo, or Marin counties. Just as firefighters protect the physical security of the community, our institution protects its financial security. Unlike banks, we are a not-for-profit cooperative owned and operated by members like you. We are defined by our commitment to member-first service, community engagement, and innovation.
Financial Services
McAdam Financial is a nationally recognized wealth management firm serving clients nationwide with offices in Boston, MA, Chicago, IL, Philadelphia, PA, and Tysons Corner, VA. We offer comprehensive tax-efficient financial planning and investment management services, both in-person and virtually.
We are dedicated to empowering individuals on their journey to a fulfilling retirement. As your fiduciary financial advisor, we create personalized retirement roadmaps tailored to your specific goals and risk tolerance, culminating in a comprehensive written financial plan.
Our comprehensive approach includes retirement planning, tax and insurance analysis, 401(k) optimization, investment planning, estate planning, employer benefits optimization, and education planning. By focusing on how you spend, protect, and grow your wealth, we help provide peace of mind as you work towards a secure financial future. We believe in building long-lasting relationships founded on trust, transparency, and open communication.
Let's talk about what matters to you! Schedule your free exploratory conversation today.
Securities offered only by duly registered individuals through Madison Avenue Securities, LLC (MAS), member FINRA/SIPC. Investment advisory services offered only by duly registered individuals of McAdam, LLC, a registered investment advisor. Insurance products and services offered through McAdam Financial. McAdam, LLC and McAdam Financial are not affiliated with MAS.
Financial Services
Performance Trust is the largest full-service investment bank focused on community depository institutions. We help our clients make better balance sheet decisions so they can serve their communities and help fuel small businesses by using revolutionary strategies, tools, and insights to measure the risk and rewards of cash flows across the entire balance sheet. Education is the cornerstone for all we do which allows our clients to deepen their expertise as they work alongside us.
Performance Trust Capital Partners, LLC | Member SIPC (www.sipc.org) | FINRA (www.finra.org) NFA (nfa.futures.org)
Financial Services
At Riverside Payments, our mission is clear: to provide the best payment solutions at the best price, coupled with unparalleled nationwide service.
Our commitment to this mission has shaped Riverside Payments into a leading Merchant Services Company, renowned for delivering a top-tier customer experience that stands unmatched in our industry. We guarantee our clients the best prices and provide access to cutting-edge solutions and equipment, all without additional costs. However, what truly sets us apart goes beyond these offerings.
In an industry where promises often fall short, we've witnessed businesses being trapped in iron-clad contracts. Recognizing the need for a better approach, our mission evolved through millions of interactions with small and medium-sized business owners. Our goal: to be an asset by offering real-time customer service without the hassles of traditional support. If we fail to deliver on promised savings, our clients can simply text their dedicated client success manager. We conduct a rate review and promptly refund any discrepancies – no hassle, no runaround, no waiting.
We take pride in our relentless pursuit of excellence within our industry. Riverside Payments believes in being more than just a processing company; we listen, learn, and educate our clients on technologies that fuel their business growth. Our handpicked team comprises the most diligent and disciplined representatives in the business, embodying values of integrity, accountability, perseverance, and professionalism.
As we uphold the best interests of our clients, Riverside continues to lead with the most cutting-edge technology, positioning us on the fast track to being recognized as the world's best Merchant Service Provider.
Financial Services
At CheckAlt, we know checks—after all, it’s in our name. But we’re more than just checks. From traditional lockbox to our advanced electronic lockbox, and from ACH to credit and debit card payments, we simplify B2B and C2B payments every day. As a leader in payment management, our integrated suite of receivables solutions seamlessly handles both paper and digital payments. Hundreds of financial institutions, fintechs, and businesses trust us to increase payment velocity, boost operational efficiency, and deliver secure, digital-first solutions. With innovation at the heart of what we do and a commitment to top-tier service, we help businesses streamline their payments—efficiently and securely. For more information, visit www.checkalt.com.
Financial Services
Alleviate is one of the fastest-growing next-generation financial services companies, revolutionizing people's journeys from being in debt to wealth.
Since 2018, Alleviate has helped over 100,000 with over $800M in debt move toward wealth. Alleviate is leading the way with best in class financial products, services and partnerships that empower people to take control of their financial future.
Alleviate is led by financial services industry veteran, Michael Barsoum, CEO and joined by executives from leading household name fintech, consumer lending, financial services, credit and debt companies across the US.
Financial Services
Wyndham Capital Mortgage’s corporate culture empowers our employees. We strive to facilitate a greater sense of purpose in your jobs and lives, and your involvement will translate directly into continuous improvement in our systems and processes. In an empowered organization, you bring your best ideas and initiatives to the table with a sense of excitement, ownership and pride.
We also believe in a deeply rooted culture based on caring for our employees in ways that will empower them to care for each other and our customers. Our employees are our most valuable asset and we want to ensure they know this every day. We value our employees as unique and talented individuals and believe they will be more inherently fulfilled as professionals in an environment where their strengths can be leveraged in a meaningful way. We also believe in a culture based on growth and development and invest heavily in personal development and corporate training.
Fast Facts:
• Founded in Charlotte, NC by current CEO, Jeff Douglas, in 2001
• Funded over 20,000 loans representing several billion dollars in loan volume
• Full service, direct lender with in-house processing, underwriting, closing, and funding
• In-house secondary team for best execution pricing strategy and more competitive rates
• Wide array of products and programs for tailoring consumer loan options
• World-class technology and proprietary loan processes
• As a direct lender, we control the entire process from start to finish
• We demonstrate genuine care for our clients well being by maintaining the highest level of integrity which creates the kind of customer experience that earns us clients for life
https://wyndhamcapital.com/texas-mortgage-disclosure/
www.nmlsconsumeraccess.org | NMLS ID #2948
Financial Services
Founded in 2005, Verifi’s next-generation post-purchase solutions help merchants prevent and resolve transaction disputes, retain revenue, and improve the payment and dispute experience of your customers. We also help card-issuing banks reduce costs associated with unnecessary refunds and card reissuance. Verifi works with companies of all sizes and industries, delivering robust SaaS payment protection solutions that reduce the strain on operational resources and help maximize profits.
Our scalable solutions lead the payments industry in risk management for all major card brands, reducing the volume of disputes in the ecosystem and the damaging impact on merchants and issuers. Verifi’s innovative collaboration network enables sellers and issuers to provide an overall improved customer experience.
In 2019, Visa acquired Verifi to complement their global dispute management and post-purchase services. The addition of Verifi’s intelligent, data-driven tools enable Visa to offer brand-agnostic solutions and foster collaboration with more partners across the entire payments ecosystem.
Verifi is headquartered in Los Angeles, CA. Visit us at www.verifi.com.
Financial Services
Company Name | Location | Category | Employees | Accuracy | Website | |
|---|---|---|---|---|---|---|
Los Angeles, United States (US) | Finance and Banking Finance and Banking | 200-500 | info@indinero.com | http://www.indinero.com/ | ||
Irving, United States (US) | Finance and Banking Finance and Banking | 200-500 | marketing@unitedcapitalwealth.com | https://www.unitedcapitalwealth.com/ | ||
Mumbai, India | Finance and Banking Finance and Banking | 200-500 | info@alpha-grep.com | http://www.alpha-grep.com/ | ||
Denver, United States (US) | Finance and Banking Finance and Banking | 200-500 | contact@caribou.com | http://www.caribou.com | ||
Boston, United States (US) | Finance and Banking Finance and Banking | 200-500 | info@hometap.com | http://www.hometap.com/ | ||
Austin, United States (US) | Finance and Banking Finance and Banking | 200-500 | info@netspend.com | http://www.netspend.com | ||
St Louis Park, United States (US) | Finance and Banking Finance and Banking | 200-500 | info@autoapprove.com | http://autoapprove.com | ||
London, United Kingdom (UK) | Finance and Banking Finance and Banking | 200-500 | info@gsr.io | https://www.gsr.io | ||
San Francisco, United States (US) | Finance and Banking Finance and Banking | 200-500 | info@ieqcapital.com | http://ieqcapital.com | ||
Houston, United States (US) | Finance and Banking Finance and Banking | 200-500 | info@wellbyfinancial.com | https://wellbyfinancial.com | ||
Plano, United States (US) | Finance and Banking Finance and Banking | 200-500 | info@optimalblue.com | http://www.optimalblue.com | ||
Miami, United States (US) | Finance and Banking Finance and Banking | 200-500 | info@inswitch.com | https://www.inswitch.com/ | ||
Dallas, United States (US) | Finance and Banking Finance and Banking | 200-500 | marketing@certaintyhomelending.com | https://www.certaintyhomelending.com | ||
Chicago, United States (US) | Finance and Banking Finance and Banking | 200-500 | info@coinflip.tech | https://www.coinflip.tech | ||
Raleigh, United States (US) | Finance and Banking Finance and Banking | 200-500 | info@abrigo.com | https://www.abrigo.com/ | ||
Gurugram, India | Finance and Banking Finance and Banking | 200-500 | support@quadeye.com | http://www.quadeye.com | ||
Torrance, United States (US) | Finance and Banking Finance and Banking | 500-1000 | info@epwealth.com | https://www.epwealth.com/ | ||
New York, United States (US) | Finance and Banking Finance and Banking | 200-500 | info@tr.mufg.jp | https://www.tr.mufg.jp/english/ | ||
New York, United States (US) | Finance and Banking Finance and Banking | 200-500 | info@rimes.com | http://www.rimes.com | ||
New York, United States (US) | Finance and Banking Finance and Banking | 200-500 | info@qineqt.com | http://www.qineqt.com | ||
Newark, United States (US) | Finance and Banking Finance and Banking | 200-500 | info@prudentialprivatecapital.com | https://www.prudentialprivatecapital.com/ | ||
Boston, United States (US) | Finance and Banking Finance and Banking | 200-500 | info@boston.financial | https://www.boston.financial | ||
Philadelphia, United States (US) | Finance and Banking Finance and Banking | 200-500 | info@glenmede.com | http://www.glenmede.com | ||
San Diego, United States (US) | Finance and Banking Finance and Banking | 200-500 | info@corelationinc.com | http://www.corelationinc.com/ | ||
Chicago, United States (US) | Finance and Banking Finance and Banking | 200-500 | info@amount.com | https://www.amount.com/ | ||
Denver, United States (US) | Finance and Banking Finance and Banking | 200-500 | info@traildsoftware.com | https://traildsoftware.com | ||
Austin, United States (US) | Finance and Banking Finance and Banking | 200-500 | info@episodesix.com | https://episodesix.com/ | ||
Dallas, United States (US) | Finance and Banking Finance and Banking | 200-500 | info@guidestone.org | https://www.guidestone.org | ||
Chicago, United States (US) | Finance and Banking Finance and Banking | 200-500 | info@renovofinancial.com | http://www.renovofinancial.com/ | ||
Chicago, United States (US) | Finance and Banking Finance and Banking | 200-500 | info@octoberthree.com | http://octoberthree.com | ||
Austin, United States (US) | Finance and Banking Finance and Banking | 200-500 | info@openlending.com | http://www.openlending.com | ||
San Francisco, United States (US) | Finance and Banking Finance and Banking | 200-500 | info@vgs.io | https://www.vgs.io | ||
Irvine, United States (US) | Finance and Banking Finance and Banking | 200-500 | marketing@acralending.com | https://acralending.com/ | ||
San Francisco, United States (US) | Finance and Banking Finance and Banking | 200-500 | info@whiteoaksf.com | http://www.whiteoaksf.com | ||
New York, United States (US) | Finance and Banking Finance and Banking | 200-500 | info@valuationresearch.com | http://www.valuationresearch.com | ||
Alpharetta, United States (US) | Finance and Banking Finance and Banking | 200-500 | info@bluetrust.com | http://www.bluetrust.com | ||
New York, United States (US) | Finance and Banking Finance and Banking | 200-500 | info@lexingtonpartners.com | http://www.lexingtonpartners.com | ||
New York City, United States (US) | Finance and Banking Finance and Banking | 200-500 | info@comply.com | https://www.comply.com/ | ||
Overland Park, United States (US) | Finance and Banking Finance and Banking | 200-500 | info@rtsinc.com | http://www.rtsinc.com | ||
Coppell, United States (US) | Finance and Banking Finance and Banking | 200-500 | info@myaff.us | https://myaff.us/Yesville | ||
Saint Louis, United States (US) | Finance and Banking Finance and Banking | 200-500 | contact@rfc.com | https://www.rfc.com/ | ||
Los Angeles, United States (US) | Finance and Banking Finance and Banking | 200-500 | info@lidoadvisors.com | https://www.lidoadvisors.com/ | ||
San Francisco, United States (US) | Finance and Banking Finance and Banking | 200-500 | support@sffirecu.org | http://www.sffirecu.org | ||
Philadelphia, United States (US) | Finance and Banking Finance and Banking | 200-500 | info@mcadamfa.com | http://www.mcadamfa.com | ||
Chicago, United States (US) | Finance and Banking Finance and Banking | 200-500 | info@PerformanceTrust.com | http://www.PerformanceTrust.com | ||
Vancouver, United States (US) | Finance and Banking Finance and Banking | 200-500 | info@riversidepayments.com | http://www.riversidepayments.com/ | ||
New York, United States (US) | Finance and Banking Finance and Banking | 200-500 | info@checkalt.com | https://www.checkalt.com | ||
Irvine, United States (US) | Finance and Banking Finance and Banking | 200-500 | info@alleviatefinancial.com | https://www.alleviatefinancial.com | ||
Charlotte, United States (US) | Finance and Banking Finance and Banking | 200-500 | support@wyndhamcapital.com | https://www.wyndhamcapital.com/?utm_source=linkedin.com&utm_medium=referral&utm_campaign=profile-website-link | ||
Los Angeles, United States (US) | Finance and Banking Finance and Banking | 200-500 | Hello@VerifiedCreditCardProcessing.com | https://www.verifi.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.