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.
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Financial Services
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Likwidity is the automated cash optimization platform that empowers accounting, finance, and treasury teams to earn better returns on idle cash without adding complexity.
Stop leaving yield on the table. Our Automated Interest Discovery Marketplace instantly compares risk-adjusted bank rates so your cash is always working at its hardest. We replace manual rate shopping and broker commissions with pure SaaS automation for price discovery, compliance, and reporting.
The result? Finance teams save over 80 hours per month while achieving 15%+ higher yields and maintaining 100% audit-ready compliance. Whether you're managing cash flow, mitigating risk, or chasing the highest yield, Likwidity turns idle cash into a strategic advantage.
Smarter cash management is no longer just for enterprise giants. It’s for every finance team ready to optimize. No brokers. Zero commissions. Pure automation.
Financial Services
Accounting, Tax and Payroll services for your business. Looking to increase your bottom line? We work with business owners to improve profits and reduce the stress of running your business.
Financial Services
At Broadhead Capital our mission is to empower high net worth families and business owners to achieve the life of their dreams through comprehensive, personalized financial planning. We strive to eliminate worry and stress related to managing your financial world by answering life's toughest questions with expert guidance and cutting-edge solutions.
Financial Services
WalkerCPG specializes in coordinating federal benefits, investments and insurances to design a Holistic Federal Retirement Plan for CSRS/FERS/LEO employees.
At WalkerCPG, we firmly believe in the Holistic Approach to Retirement Planning, which looks to coordinate each aspect of your retirement in order to achieve your unique retirement goals. The critical first step is helping to establish a clear vision of your goals. Once understood, we provide objective advice and experience-led coordination of your Federal Benefits and Retirement Assets in order to bring the collective vision to life.
We strive to offer you peace of mind with a Holistic Retirement Plan.
Our founder, Tom Walker, has written extensively on retirement insights and other critical information through federal news publications to so many Federal Employees that he is respected d as one of the top retirement educators for federal retirees in the country. He is a Featured Author on the largest federal employee news sites (www.FedSmith.com, www.FederalNewsRadio.com, FEND- Federal Employee News Digest). He is a frequent speaker at educational workshops and seminars including; NALC, NAPS, NAPUS, League of Postmasters, APWU, USDA, FSA and NASCOE meetings.
Financial Services
Cortez Wealth Management provides a high-level professional service that combines financial and investment advice.
Diligent analysis of market data and knowledgeable objective advice are cornerstones of our investment strategy.Our approach has yielded both stability and performance, and our deep conviction in our investment philosophy is informed by our experience.
Please see website for full disclosures.
Financial Services
Fresno Financial Advisors is a company based out of FRESNO, CA, United States.
NOTE: Motiv8 Investments, LLC is a registered investment adviser. This platform is solely for informational purposes and is not offering advisory services or sales of securities. Investing involves risk and possible loss of principal capital. Comments by viewers are no guarantee of future investment outcomes and do not ensure that a viewer will experience a higher level of performance or results. Public comments posted on this site are not selected, amended, deleted, or sorted in any way. If applicable, certain editing of personal identifiable information and misinformation may be deleted. (IF APPLICABLE: Insurance products and services are offered and sold through Mike Terrio, Inc., dba The Terrio Group, and individually licensed and appointed insurance agents.)
Our firm has provided content by third parties and/or linked sites within our posts, we believe that this content is reasonably reliable and does not contain untrue statements of material fact or materially misleading information. The third-party content may be dated.
The opinions expressed herein are those of certain form personnel and are subject to change without notice. The opinions referenced are as of the date of publication and are subject to revision due to changes in the market or economic conditions and may not necessarily come to pass. Any opinions, projections, or forward-looking statements expressed herein are solely those of author, may differ from the views or opinions expressed by other areas of the firm, and are only for general informational purposes as of the date indicated.
Financial Services
PlushPay is a boutique payments agent specializing in high-risk and specialty merchant categories. We combine deep industry expertise with personalized service to deliver reliable, thoughtfully structured processing solutions tailored to complex businesses.
Our leadership team brings over 25 years of combined experience across merchant services, high-risk processing, and ISO operations, enabling us to build strong banking partnerships and long-term client relationships based on trust, discretion, and performance.
Financial Services
Stone Point Financial Group is an independent life insurance planning firm specializing in custom solutions designed to help affluent individuals, corporate executives, entrepreneurs and companies accumulate, manage and preserve their wealth.
Often working in partnership with our clients’ advisors such as investment professionals, CPAs, attorneys, bank trust officers and property & casualty firms, we listen carefully to your goals and assess your situation, opportunities and risks. This forms the basis of thoughtful design, implementation and management of strategies tailored to protect your financial interests and help you achieve your business and personal goals.
Contact us to learn more about how Stone Point Financial Group can bring clarity, precision and forethought to helping you transform vision into reality.
312-445-9440 www.stonepointfg.com info@stonepointfg.com
Securities offered through ValMark Securities, Inc. Member FINRA/SIPC. Investment advisory services offered through ValMark Advisers, Inc., a SEC Registered Investment Advisor. 130 Springside Drive, Suite 300 Akron, Ohio 44333. (800) 765-5201. Stone Point Financial Group is a separate entity from ValMark Securities, Inc. and ValMark Advisers, Inc.
Financial Services
At WeDoLoans we know that you want to get the right mortgage loan to buy or refinance your dream home so you can save time, money, and have peace of mind. In order to do that, you have to spend excessive amounts of time and effort searching for a lender who can find the right mortgage loan that fits your financial needs. The problem is you feel overwhelmed with information overload about different types of lenders, loans, terms, and a thousand other details that you do not want to misunderstand so you do not regret the mortgage loan that you choose. We believe there is a smarter way to buy or refinance your dream home.
We understand choosing a mortgage lender among thousands of lenders can overwhelm you which is why we shop the market for you to find the best mortgage loan to fit your financial needs. With more than 18 years experience, we have helped our clients save more than $11 million in interest by avoiding the wrong mortgage loan.
For information purposes only. This is not a commitment to lend or extend credit. Information and/or dates are subject to change without notice. All loans are subject to credit approval. Other restrictions may apply.
CONSUMERS WISHING TO FILE A COMPLAINT AGAINST A COMPANY
OR A RESIDENTIAL MORTGAGE LOAN ORIGINATOR SHOULD COMPLETE
AND SEND A COMPLAINT FORM TO THE TEXAS DEPARTMENT OF
SAVINGS AND MORTGAGE LENDING, 2601 NORTH LAMAR, SUITE 201,
AUSTIN, TEXAS 78705. COMPLAINT FORMS AND INSTRUCTIONS MAY BE
OBTAINED FROM THE DEPARTMENT’S WEBSITE AT
WWW.SML.TEXAS.GOV. A TOLL-FREE CONSUMER HOTLINE IS
AVAILABLE AT 1-877-276-5550. INFORMATION AND FORMS ARE AVAILABLE ON SML’S WEBSITE: SML.TEXAS.GOV”
https://wedoloans.com/wp-content/uploads/2020/04/Privacy-Policy.pdf
Financial Services
Dorado Trade Group, LLC was founded in 2017 by Chad Caldwell and Spencer Kohler. We are a full-service trading firm providing continuous liquidity to our partners in the precious metals industry.
As a wholesale distributor, Dorado Trade Group focuses on physical metals trading by making a two-way market in all major gold, silver, platinum and palladium bullion products. With an inventory that includes everything from fractional gold coins to 1,000-ounce silver bars, we provide our customers with a one-stop shop for all of their bullion needs.
Financial Services
Trail Ridge Wealth Management is unique among wealth management firms: owned by its employees, each member of our talented team is personally invested in your financial success. Our mission is this:
We will deliver an unmatched wealth management experience through proactive advice, responsiveness, trustworthiness, and personal attention at a reasonable cost, thereby changing how people relate to their money and bettering their lives.
Your wealth management journey starts with an individually designed financial roadmap. You set the destination and we will help you chart the best course to get there. Then, as we put your plan into action, we will meet with you throughout the years to make sure it remains relevant, stays on track, and accommodates any unforeseen twists or bumps along the way.
Financial planning and discretionary investment management services are provided by Trail Ridge Investment Advisors, LLC, a subsidiary of Trail Ridge Wealth Management, Inc., and an SEC-registered investment adviser. The content presented is for informational or educational purposes only and may not be construed as investment advice.
Trust, estate, and other fiduciary services are provided by Trail Ridge Trust Company, LLC, a subsidiary of Trail Ridge Wealth Management, Inc., which operates under a trust company charter granted by the Wyoming Division of Banking. Information provided by any officers or employees of Trail Ridge Wealth Management or its subsidiaries is not intended to constitute, and may not be construed as, legal advice. No attorney-client relationship is created or implied. Please consult your attorney for legal advice regarding your individual situation.
Financial Services
HFLA is the only interest-free lender supporting all Northeast Ohioans with a genuine need and an ability to repay. We help people overcome financial hurdles, pursue education, and contribute to the economic development of our community.
In most cases, HFLA is the only source of support and makes the difference between success and failure for our clients.
With over a 97% repayment rate, the funds that the community invests in HFLA are recycled again and again, solving problems for generations. And it works: over 25,000 lives have been transformed through HFLA’s loans.!
Financial Services
We make organizing and optimizing your money, easy, for everyone.
Financial Services
Vision Mortgage Company, Ltd. offers a wide array of loan products ranging from the traditional residential & commercial funding to private portfolio alternative loan sources and non-QM financing.
Residential loans include new construction financing for primary residences, commercial businesses, as well as equipment and credit line sources. Residential loans include the Reverse Mortgage for purchase or refinance transactions.
Commercial loans include the standard bank and SBA loan offerings for business acquisitions or ground up construction.
Non-QM loans deal with alterative income sources such as the NO DOC loan for investment properties; bank statements for income loans for purchases and refinance transactions including the Texas Cash Out loans.
Financial Services
Strategic Income Management (“SiM”) is an independent, employee-owned investment firm founded in 2010 and based in Seattle, Washington. SiM specializes in high yield fixed income, guided by a long-term perspective rooted in rigorous fundamental research. The firm’s high-conviction, index-agnostic philosophy emphasizes durable industries and opportunistic out-of-favor investments, - aiming to deliver superior returns with disciplined risk management.
Financial Services
Our mission is to help our clients and their families make informed financial decisions through professional relationships based on uncompromising integrity, trust, and personalized service.
We accomplish this mission by offering holistic, comprehensive financial and investment services to help clients prioritize and attain their life goals.
Securities offered through Securities America, Inc., member FINRA/SIPC. Advisory services through Securities America Advisors, Inc. Premier Income Partners and Securities America are separate entities. Third-party comments may not be representative of all client experiences. Please see website for full disclosures.
Financial Services
As an independent fiduciary, Counterweight Private Wealth is a boutique fee-only, wealth management firm. We provide a high-end financial planning and wealth advisory experience to likeminded individuals and families.
Our clients come from all walks of life, whose common thread is their shared passion to use their wealth to positively impact their families, their relationships, and their communities. Many are entrepreneurs and executives, medical and dental professionals, widows, retirees, and business owners.
We seek to work with those who value a collaborative, independent team to partner with them through significant milestones and financial transitions.
___________________________________________
Investment advisory services are offered through Counterweight Private Wealth, a registered investment adviser with its principal place of business in Raleigh, NC and Wilmington, NC. The publication of Counterweight Private Wealth’s website on the internet should not be construed by any consumer or prospective client as Counterweight Private Wealth’s solicitation or attempt to render transactions in securities, or the rending of personalized investment advice over the internet. The information on this internet site should not be construed as personalized individual advice. A copy of our current written disclosure statement as set forth on Form ADV discussing our business operations, services, and fees is available upon written request. We do not make any representations as to the accuracy, timeliness, suitability or completeness of any information prepared by any unaffiliated third party, whether linked to or incorporated herein. All such information is provided solely for convenience purposes and all users thereof should be guided accordingly. THIS PAGE IS PROVIDED FOR INFORMATIONAL PURPOSES ONLY AND WITHOUT ANY WARRANTIES, EXPRESSED OR IMPLIED, REGARDING THE ACCURACY, COMPLETENESS, TIMELINESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED.
Financial Services
Licensed Insurance Professionals experienced in Business and Personal Lines insurance products. The Team at Mendoza Agency is composed of dedicated account executives who strive to protect you assets and give you peace of mind that what matters most to you is secure. With over 15 years of combined experience, expect to excellent service to your needs from your business, employee benefits to your home, cars and toys. Get to know us and see what we have to offer!
Financial Services
Whether you are purchasing your dream home, or refinancing an existing mortgage, we understand it is a big deal! At Stratify Lending, our goal is to make the process seamless and enjoyable. Our mortgage professionals are experts on the wide array of mortgage products available to consumers. Our careful assessment process will help match you with the right product to meet your long-term financial goals.
Financial Services
Our Mission is to help current & future homeowners and real estate investors improve their financial standing and net worth by providing alternative mortgage solutions not found through conventional means (banks, credit unions, etc.) enabling them to aspire to their own financial and real estate goals.
As a husband and wife team with combined over 30 years of experience, we offer personalized financing solutions with a wealth of experience in Hard Money / Private Money mortgages. Trust us to handle your purchases and refinances with care and expertise.
We are also looking to have more seasoned investors on our team. If you are interested in earning higher return on your real estate investments, please reach out to us and we’ll let you know how you can get onto our Investor list, to start receiving regularly available Trust Deed investment opportunities.
Ken and Ari Walker – CA DRE Broker and Co-Owners Pacific Direct Mortgage
CA Corp DRE #02030528 / NMLS ID #1654959
Ken Walker: https://www.linkedin.com/in/kendrickwalker/
Ari Walker: https://www.linkedin.com/in/aaradona-walker-61078015/
Financial Services
Impact Financial helps people optimize and simplify their finances through comprehensive financial services, tailored to each person's unique situation and goals. We offer financial planning, investment management & tax services with this focus.
We are fee-only and an independent advisory firm, meaning we never earn a commission and are product agnostic. We are focused on what advice is best for your situation.
We have core service offerings along with a few specialized areas of service:
• Global/Cross-Border Financial Planning
• Business Succession Planning & Business Value/Growth Consulting
• Impact Investing - considering the impact your investments are making (social values, regional focus, environmental impact, etc.)
If you are interested in talking more, please:
Message me on LinkedIn
Email me at bspencer@planningimpact.com
Visit www.planningimpact.com & book an introductory call!
Please note - no post, comment or activity on my LinkedIn profile should be taken as financial advice.
Financial Services
Integrated WealthCare, LLC provides collaborative wealth management strategies to the medical community. With teams located in North Carolina and Pennsylvania. Integrated WealthCare has the staff and knowledge to develop highly specialized risk, asset and estate management programs for our physician clients.
Securities and advisory services offered through Integrated WealthCare, a SEC-Registered Investment Advisor.
Financial Services
Investment Advisory Firm
Siharum Advisors, LLC is an independent investment advisory firm formed to serve high net worth individuals and foundations. Our unique investment approach focuses on finding the best investment managers utilizing our proprietary Manager First® approach and then allocating client assets into timeframe based portfolios taking into consideration both the quality of the manager and the asset allocation framework.
Financial Services
At MOKAN Wealth Management, we provide tax-efficient retirement planning and investment management for pre-retirees.
The 6 MOKAN Wealth Standards:
Fiduciary
We are required to act according to our fiduciary duty. As a fiduciary, we are held to the highest standards of conduct and have a duty to not only act in the best interests of our clients, but also to provide full and fair disclosure of all material facts to our clients and a duty to avoid misleading them.
Tax-Focused
Tax planning is one of the most critical parts of your retirement, but this aspect is often under-appreciated by most financial advisors. Ignoring tax planning is a great way to leave dollars on the table.
Fee-Only
No commissions, kick-backs or sales incentives, ever. We prioritize your goals and match that with completely unbiased financial advice. Advice that best serve you, free from restrictions and agendas of a big wire house or institution.
Comprehensive
You deserve more than a stack of statements and a diversified pie chart. Our personalized advice is not limited to investing. We believe the cornerstone of financial planning is a holistic approach that considers taxes, order of withdrawals, and your investments.
Custom
Everyone’s financial situation is different. You deserve advice and a plan tailored to your goals, not some cookie cutter model or one-size fits all approach.
Boutique
MOKAN Wealth Management provides a unique and custom planning approach and wealth management. If you are looking for marble floors and a firm with thousands of clients, then we are not a good fit.
Provided content is for overview and informational purposes only and is not intended and should not be relied upon as individualized tax, legal, fiduciary, or investment advice. MOKAN Wealth Management is an Investment Advisor registered with the State of Kansas. This communication is not intended as an offer or solicitation to buy, hold, or sell any financial instrument or investment advisory services.
Financial Services
As an independent financial services firm, Saturn Wealth approaches the process of helping clients plan for their future with care, consideration and commitment. We aren’t tied to one company or one specific set of products. Rather, we work to help align our clients strategically with solutions tailored to their specific goals and objectives.
We believe in listening first, offering financial education second and making recommendations only after the clients feels confident about moving forward. Our experienced, knowledgeable team is committed to providing individuals and families in all stages of planning objective, unbiased financial advice. Furthermore, Saturn Wealth values savings programs that could include low-cost, low-fee options that may help reduce our clients’ tax burden and potentially enhance their retirement position.
Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor.
3062616 - 05/25
Financial Services
Family Owned Financial Planning Firm Based out of San Diego, CA. Wealth Navigation Advisors services clients across the U.S. We service clients who are both active accumulators and retirees.
Registered Representatives offering securities through Cetera Advisors LLC, a registered broker-dealer, (doing insurance business in CA as CFGA Insurance Agency LLC), member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera firms are under separate ownership from any other named entity. CA Insurance Licenses #0F60123 and #0M90666
Financial Services
Lending based on family values….honesty, integrity and sincerity.
Grandview Lending is a family owned and operated residential home lender. Our goal is to help people in our communities obtain new home loans and refinance existing mortgage loans. As a broker, we have access to national and regional lenders which many of these banks are not accessible to our local community. This in gives our clients the best competitive advantage and loan products. Also as a broker, we are able to give you old fashioned personal service not seen today at the name brand banks.
We partner with our clients and walk shoulder to shoulder with them through the financial maze that mortgage lending has become doing it with an exceptional service and integrity which has become our hallmark. Every loan is different and we listen to our clients to help them assess the impact their mortgage decisions have not only today but tomorrow.
Why not have one of our Senior Mortgage Specialists walk you through a pre-consultation session so we can accurately assess your current and long term plans? We will then offer several customized options and the various advantages, disadvantages and tax benefits related to each. We are a "Equal Housing Opportunity" mortgage broker
Verify Grandview at the NMLS Consumer Access Link: htt[s://www.nmlsconsumeraccess.org/
Privacy Policy Link: https://grandviewlending.com/your-privacy/
Financial Services
Mammini Company is an independent investment management firm located in San Diego. For over 25 years, we have partnered with labor unions, corporations, and non-profits to help create better investment and retirement outcomes for our clients. We are driven to help our clients transform their workplace retirement plans into powerful benefits programs they can use to attract and retain top employees.
The Financial professionals of Mammini Company are registered representatives and investment adviser representatives with/and offer securities and advisory services through Commonwealth Financial Network®, https://www.FINRA.org / https://www.SIPC.org, a Registered Investment Adviser. Mammini Company 9750 Miramar Road, Suite 300 San Diego, CA 92126 888.547.6972. The Financial Advisors associated with this website may discuss and/or transact business only with residents in states which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Please check Broker Check for a list of current registrations. Review our Terms of Use: www.commonwealth.com/termsofuse.html
Financial Services
Margolis Brady Raghavan Financial, Inc. is a Houston-based wealth management firm specializing in personalized, multi-generational planning and investment management for entrepreneurs, executives, doctors, retirees, and their families.
With decades of experience, we provide integrated financial solutions that help clients navigate complex wealth scenarios—offering strategic guidance in estate planning, retirement transitions, business succession, risk management, tax-efficient investing, and legacy planning. Our approach blends deep technical expertise with a highly personalized client experience, ensuring each financial plan evolves alongside life’s transitions.
As fiduciaries, we are dedicated to putting our clients’ interests first, delivering trusted advice and long-term support to preserve and grow wealth across generations.
Financial Services
➤Who we are
At DO PAYROLL Solutions LLC, we provide employers with professional payroll and workplace management services across the United States. Our specialized team assists businesses of all sizes, in many different industries.
We offer professional services designed to help our clients manage their workplace and protect their interests. We understand the importance of providing our clients with all the information necessary to run an efficient place of work.
We offer some of the most advanced time clock technology, from cloud-based time attendance application services to biometric readers.
➤Our Services
•Payroll:
→We help employers manage their payroll complexities, allowing them to
keep their focus on running the business
•Time attendance:
→Delivers the latest record services, supporting intelligent clock in features
and a wide range of clocks
•e-Consultation:
→We offer general consultation services as well as payroll record keeping
audits and payroll taxes responses
•Workforce Assistance:
→Our workforce tools provide employers with a variety of business
strategies that focus on improving the understanding of the workplace.
•Background screening services:
→Employment Screening Services
→Drug Screening Services
→Tenant Screening Services
Visit our website to learn exactly how much your business could be saving by upgrading to Workforce Management Suite, using our interactive savings calculator.
Financial Services
At Fast Action Mortgage, Inc., our mission is to set a high standard in the mortgage industry. We are committed to quality customer service - putting the people we serve first. Our goal is to carefully guide you through the home loan process, so that you can confidently select the best mortgage for you and your family from the many mortgage options that are available today. After you select the loan that is best for you, we will work continuously on your behalf to help you achieve your dream of home ownership.
At Fast Action Mortgage, Inc. we strive to make you a client for life. We want to be your first choice each and every time you need a home loan. We always try to go above and beyond for you so that you will always feel confident referring your family and friends to us for their mortgage financing needs.
Financial Services
Teach Plan Retire provides fiduciary financial planning for educators and their families. From building financial fitness to planning for retirement, we're your trusted partner to help you figure out how as an educator to utilize your money to live an exceptional life.
Financial Services
Altus Wealth Group Advisors want to make a real difference in our clients' financial lives. We give the same advice to you, as we do our own families and friends. Our combination of knowledge, experience and client dedication sets us apart.
Clients First: We give advice as fiduciaries. This allows us to always act in your best interest. Many broker-dealers do not have this kind of relationship with their clients, which is why we are different.
Independent: We are 100% independent. We have access to the whole universe of investment opportunities and are not affiliated with a particular investment company. This allows us to always choose the right investment for you, and only answer to you as our client.
Comprehensive: Altus Wealth Group provides comprehensive financial planning and investing services for successful individuals, families, businesses, and non-profits. We are structured to provide it in a truly client-centered way.
Most advisors are affiliated with a bank, insurance company or Wall Street firm - and they are routinely expected to push the products that are most lucrative for those parent firms. As fee-only advisors, we are compensated by, and answer only to our clients.
That independence frees us to recommend the best solutions for our clients without conflict.
Financial Services
Bizi Connect is a private credit platform that helps growing and mid-sized companies access flexible, growth-oriented financing. We bridge the gap between businesses and capital partners through a curated network of trusted relationships—delivering transparency, efficiency, and a relationship-driven approach to capital access.
Traditional financing has become increasingly restrictive, even for strong businesses with clear growth potential. Bizi Connect reimagines that process, connecting companies directly with the right capital partners and structuring tailored solutions to fund expansion, acquisitions, and long-term growth.
Through our platform, we provide access to a full range of private credit solutions, including:
• Asset-Based Lending (ABL) – Credit facilities secured by receivables, inventory, or equipment.
• Working Capital Solutions – Revolving lines and cash-flow-based funding to support daily operations.
• Equipment & Asset Financing – Flexible financing for equipment, vehicles, and technology assets.
• Acquisition & Growth Financing – Structured credit for acquisitions, buyouts, and expansion.
• Commercial Real Estate Financing – Construction, bridge, and permanent loans for owner-occupied or investment properties.
• SBA & Government-Backed Loans – Accessible programs for qualifying businesses.
• Bridge and Short-Term Financing – Available as part of our structured credit capabilities to support time-sensitive and transitional needs.
• Bespoke & Structured Credit – Custom financing designed for complex or unique capital needs.
Our mission is to make private credit more transparent, efficient, and relationship-driven—helping businesses secure the right capital to grow with confidence.
Financial Services
Define Financial is a fee-only Registered Investment Advisor (RIA) headquartered in San Diego, CA, carefully managing over $300 million for clients across 40+ states. In 2022, we were named the #2 Top Independent Financial Advisor by Investopedia, and our contributions are regularly featured in publications such as Wall Street Journal, Bloomberg, and Business Insider.
Financial Services
Getting to the heart of a business’ financial value is what BizWorth does incredibly well. We’ve been doing valuations for years, and we recognized early on that there was a need for a better way to provide business valuations.
Our vision is to be the most trusted and recognizable provider of business valuations for closely held businesses.
Our purpose is to help business owners, professionals and partners value, protect and preserve ownership interest of privately held businesses.
Our mission is to exceed client expectations by delivering reliable reports that are easy to understand, adhere to professional standards, build credibility and minimize financial risk of our clients.
Financial Services
MAKING YOUR MERCHANT SERVICE FUTURE A SUCCESS WITH ROBERT FAIAS
Financial Services
The financial consultants at Bill Westcott, Inc. are registered representatives with and securities offered through LPL Financial, Member FINRA/SIPC.
For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above. For a list of states in which the financial consultants affiliated with Bill Westcott, Inc. are registered to do business, please visit www.billwestcott.com.
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.
http://brokercheck.finra.org/
Financial Services
Federal Filings LLC is an Austin, Texas based company providing cost effective EDGAR and XBRL reporting services. With the help of our affiliated accounting firm IncFin LLC, Federal Filings has developed a simple, common-sense process for XBRL mapping and compliance. With Federal Filings your financial reporting from EDGAR HTML conversion to XBRL mapping and tagging to SEC acceptance is controlled in-house for a complete financial reporting solution. For more information, please visit: http://www.FederalFilings.com.
Financial Services
Nova R Wealth is a Registered Investment Advisor founded in 2014 by Timothy Rodgers and is based in Overland Park, Kansas.
We offer custom wealth strategies for everyone. Wealth means different things to different people – same for retirement. No matter what you want or where you start, we believe there is a path to identifying and achieving your goals. As an experienced, independent, and client-focused wealth and financial planning firm with strategic alliances, Nova R Wealth can offer you an array financial services with the flexibility and commitment to deliver the ones that are right for you.
Our services include Wealth Management, Financial Goals Planning, Tax Planning, Estate Planning, Insurance Planning, and more.
Disclosure:
Nova R Wealth, Inc. ("Nova R Wealth") is a Registered Investment Advisor ("RIA") with the United States Securities and Exchange Commission (“SEC”) and located in the State of Kansas. Nova R Wealth provides investment advisory and related services for clients nationally. Nova R Wealth will maintain all applicable registration and licenses as required by the various states in which Nova R Wealth conducts business, as applicable. Nova R Wealth renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion. Please click here for important disclosures.
Financial Services
Freedom Financial Group is committed to helping you develop a solid financial plan to help preserve your future retirement.
Our five-step Retire with Freedom Process™ takes you on your own personal journey to building a successful retirement strategy:
1. Picture. We get to know you and your particular circumstances, so you can paint a picture of your ideal retirement — your “Norman Rockwell.” We also uncover any concerns you might have about things standing in your way.
2. Stress Test. We use an assessment tool to help you identify your unique risks and opportunities. We also confirm your top desires and concerns.
3. Design. We use the data we’ve collected to start designing your personalized roadmap. We also discuss your options and address any questions you might have.
4. Build. Once we agree on the right retirement strategy for you, we finalize any paperwork and start building in the details.
5. Guide. Now it’s time to do what you want to do and let us take care of it! Every year, we will sit down with you to review your strategy to make updates or confirm that everything is on track.
Insurance products are offered through the insurance business Freedom Financial Group. Freedom Financial Group is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC
(AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by Freedom Financial Group are not subject to Investment Advisor requirements. Neither the firm nor its agents or
representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Freedom Financial Group is not affiliated with the U.S. government or any
governmental agency. Investing involves risk, including the potential loss of principal. 03791058 - 2/26
Financial Services
Alt Long Term Care Consulting provides clients with an in-depth analysis of month-end financial and operational data, enhancing the efficiency of their business office operations, reimbursement outcomes, and overall operational effectiveness. Our suite of services includes month-end reporting, financial reconciliations, support for year-end reporting, and valuable insights for achieving financial and reimbursement success. Our involvement serves as a critical second set of eyes on financial reporting, leading to strengthened internal controls over financial matters. Data is consolidated into easily understandable reports, empowering organizations to make well-informed decisions. Our approach is designed to facilitate operational improvements, enabling clients to successfully navigate the ever-evolving landscape of the long-term care industry.
Financial Services
At DSG, we are a family office that provides a wide range of services to manage, sustain and grow wealth while promoting a family’s unique values and character. For each client, we build a virtual family office with five core components – CFO services, investment management, legacy planning, business advice and concierge solutions. Through these processes, we create a highly skilled multi-family office with meticulous attention to detail. Our firm serves a special kind of client—people who engage deeply, expect efficient service, have specialized experience, and provide knowledgeable advice. We strive to deliver beyond these expectations.
DSG Capital Advisors, LLC (“DSG”) is a registered investment advisor. DSG provides investment advisory and related services for clients nationally. DSG will maintain all applicable registrations and licenses as required by the various states in which it conducts business.
For additional information, please visit our website at https://dsgcapitaladvisors.com.
Financial Services
Colson Financial Group Inc is a financial services company based out of 4740 Austin Ct, Bellingham, WA, United States.
Financial Services
Set up in 2016, Secure Accounting is a locally owned and operated company serving businesses across various frontiers. Our company is based on a robust foundation of expertise, integrity, and commitment, whereby, we provide top-notch services to small and large businesses across a plethora of industries. So, whether you’re an ambitious entrepreneur eager to shed the responsibilities of bookkeeping or need professionals to secure your database through resilient IT solutions, rely on us! By availing our professional assistance at affordable rates, you can reap maximum benefits that ensure your company never has to put its goals on hold.
Financial Services
Bauman Advisory Group is a comprehensive wealth management firm committed to helping our clients improve their long-term financial success. BFG was founded with the goal of assisting our clients in every aspect of their financial lives. Our services and affiliations include Money Management, Estate Planning, Tax Planning, Long-Term Care, Insurance & Annuities. We've earned a reputation for excellence in the Las Vegas community.
Financial Services
Athena Ridge Advisors provides an independent, comprehensive, institutional quality Operational Due Diligence Assessment enabling our clients to meet diligence objectives for an investment target.
ARA aims to seamlessly integrate with the investment team to identify and contextualize findings.
As a boutique provider, we provide customized reviews and work with investment targets to achieve best in class infrastructure, with shorter turnaround times as compared to "platform" providers.
Athena Ridge Advisors is a Certified Women-Owned Business Enterprise.
Financial Services
Evident Business Solutions specializes in merchant services, point of sale systems, online ordering, web design, digital signage, and marketing.
Financial Services
We are a full-service, custom wealth management firm. We identify all aspects of planning and see through a multiple of lenses. Our way of thinking is designed for entrepreneurs, CEO founders, business owners, as well as high net worth and multi-generational families. Our clients have access to world class portfolio construction and policy, exclusive private investment opportunities, best in class service and needs analysis, detailed and simplified account aggregation, customized financial planning, family office services, and business advisement and transition. Utilizing the best services and platforms in the industry, we developed an unmatched client experience including an award-winning client portal and app. As an employee-owned REAL FIDUCIARY™ STANDARD firm, clients come first.
** Revolution Group, LLC includes all its subsidiaries and affiliated businesses. Revolution Capital, LLC provides investment advisory, family office, and other services to individuals, families, and institutional clients and conducts business as a Registered Investment Advisor. Real Fiduciary ™ Standard refers to Revolution Capital, LLC and has been adopted by the Registered Investment Advisor and not its affiliated entities. Revolution Group is also an insurance agency and provides additional services such as business advisement and transition services that is unrelated to the Registered Investment Advisor. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Revolution Capital, LLC and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. As a registered investment advisory firm, we are restricted from posting, publishing or otherwise disclosing any form of testimonial which is related to our investment advisory services.
Financial Services
PREMIER CAPITAL CORPORATION is a company based out of 300 N. Meridian ST STE 990, INDIANAPOLIS, Indiana, United States.
Financial Services
Company Name | Location | Category | Employees | Accuracy | Website | |
|---|---|---|---|---|---|---|
Dallas, United States (US) | Finance and Banking Finance and Banking | 2-10 | info@likwidity.com | https://www.likwidity.com/ | ||
Jacksonville, United States (US) | Finance and Banking Finance and Banking | 2-10 | jshaner@cpaccountingsolutions.net | http://www.cpaccountingsolutions.net | ||
Dallas, United States (US) | Finance and Banking Finance and Banking | 2-10 | info@broadheadcapital.nm.com | https://broadheadcapital.nm.com/index.htm | ||
charlotte, United States (US) | Finance and Banking Finance and Banking | 2-10 | info@walkercpg.com | http://www.walkercpg.com | ||
El Paso, United States (US) | Finance and Banking Finance and Banking | 2-10 | info@cortezwealth.com | http://cortezwealth.com | ||
FRESNO, United States (US) | Finance and Banking Finance and Banking | 2-10 | info@fresnofinancialadvisors.com | http://fresnofinancialadvisors.com | ||
New York, United States (US) | Finance and Banking Finance and Banking | 2-10 | info@plushpay.com | https://plushpay.com/ | ||
Chicago, United States (US) | Finance and Banking Finance and Banking | 2-10 | info@stonepointfg.com | http://stonepointfg.com | ||
Plano, United States (US) | Finance and Banking Finance and Banking | 2-10 | hello@wedoloans.com | https://wedoloans.com/ | ||
Dallas, United States (US) | Finance and Banking Finance and Banking | 2-10 | info@doradotradegroup.com | http://www.doradotradegroup.com/ | ||
Fort Collins, United States (US) | Finance and Banking Finance and Banking | 2-10 | info@trailridgewm.com | http://www.trailridgewm.com | ||
Cleveland, United States (US) | Finance and Banking Finance and Banking | 2-10 | support@interestfree.org | http://www.interestfree.org/ | ||
San Francisco, United States (US) | Finance and Banking Finance and Banking | 2-10 | info@myfranca.com | http://www.myfranca.com | ||
San Antonio, United States (US) | Finance and Banking Finance and Banking | 2-10 | info@armandobarbosa.com | http://www.armandobarbosa.com | ||
Seattle, United States (US) | Finance and Banking Finance and Banking | 2-10 | info@sim-llc.com | http://www.sim-llc.com | ||
Overland Park, United States (US) | Finance and Banking Finance and Banking | 2-10 | info@premierincomepartners.com | http://www.premierincomepartners.com | ||
Raleigh, United States (US) | Finance and Banking Finance and Banking | 2-10 | info@counterweightpw.com | http://www.counterweightpw.com | ||
Bronx, United States (US) | Finance and Banking Finance and Banking | 2-10 | info@mendozaagencyinc.com | http://www.mendozaagencyinc.com | ||
Salt Lake City , United States (US) | Finance and Banking Finance and Banking | 2-10 | info@stratifylending.com | https://stratifylending.com/ | ||
Santa Rosa, United States (US) | Finance and Banking Finance and Banking | 2-10 | info@pacificdirectmortgage.com | https://pacificdirectmortgage.com/ | ||
Chicago, United States (US) | Finance and Banking Finance and Banking | 2-10 | info@planningimpact.com | http://www.planningimpact.com | ||
Durham, United States (US) | Finance and Banking Finance and Banking | 2-10 | info@IWCglobal.net | http://www.IWCglobal.net | ||
Boston, United States (US) | Finance and Banking Finance and Banking | 2-10 | info@siharum.com | http://www.siharum.com | ||
Overland Park, United States (US) | Finance and Banking Finance and Banking | 2-10 | hello@mokanwealth.com | http://www.mokanwealth.com | ||
Gilbert, United States (US) | Finance and Banking Finance and Banking | 2-10 | info@saturnwealth.com | http://www.saturnwealth.com | ||
San Diego, United States (US) | Finance and Banking Finance and Banking | 2-10 | info@WealthNavigationAdvisors.com | http://www.WealthNavigationAdvisors.com | ||
Indianapolis, United States (US) | Finance and Banking Finance and Banking | 2-10 | info@ghlindy.com | http://grandviewlending.com | ||
San Diego, United States (US) | Finance and Banking Finance and Banking | 2-10 | mitch@mammini.com | http://mammini.com | ||
Houston, United States (US) | Finance and Banking Finance and Banking | 2-10 | info@mbrfinancial.com | https://www.mbrfinancial.com | ||
Miami, United States (US) | Finance and Banking Finance and Banking | 2-10 | info@dopayrollsolutions.com | https://dopayrollsolutions.com/ | ||
Santa Ana, United States (US) | Finance and Banking Finance and Banking | 2-10 | info@fastactionmortgage.com | http://www.fastactionmortgage.com | ||
Indianapolis, United States (US) | Finance and Banking Finance and Banking | 2-10 | info@teachplanretire.com | http://www.teachplanretire.com | ||
Colorado Springs, United States (US) | Finance and Banking Finance and Banking | 2-10 | info@altuswealthgroup.com | https://www.altuswealthgroup.com | ||
New York, United States (US) | Finance and Banking Finance and Banking | 2-10 | info@bizi.inc | https://bizi.inc/ | ||
San Diego, United States (US) | Finance and Banking Finance and Banking | 2-10 | info@definefinancial.com | https://www.definefinancial.com | ||
Houston, United States (US) | Finance and Banking Finance and Banking | 2-10 | info@bizworth.com | https://bizworth.com/ | ||
Miami, United States (US) | Finance and Banking Finance and Banking | 2-10 | info@teamfaias.com | http://www.teamfaias.com | ||
Tucson, United States (US) | Finance and Banking Finance and Banking | 2-10 | JoAnna@billwestcott.com | https://www.billwestcott.com/ | ||
Austin, United States (US) | Finance and Banking Finance and Banking | 2-10 | info@federalfilings.com | http://www.FederalFilings.com | ||
Overland Park, United States (US) | Finance and Banking Finance and Banking | 2-10 | service@novarwealth.com | https://www.novarwealth.com | ||
Birmingham, United States (US) | Finance and Banking Finance and Banking | 2-10 | info@askfreedomfinancial.com | http://www.askfreedomfinancial.com/ | ||
Grand Rapids, United States (US) | Finance and Banking Finance and Banking | 2-10 | info@altcc.biz | https://www.altcc.biz/ | ||
Edina, United States (US) | Finance and Banking Finance and Banking | 2-10 | dgilliand@dsgca.com | https://www.dsgcapitaladvisors.com/ | ||
Bellingham, United States (US) | Finance and Banking Finance and Banking | 2-10 | info@colsonfinancial.com | http://www.colsonfinancial.com/ | ||
Coral Gables, United States (US) | Finance and Banking Finance and Banking | 2-10 | info@secureaccounting.io | https://secureaccounting.io/ | ||
Las Vegas, United States (US) | Finance and Banking Finance and Banking | 2-10 | info@toddbauman.com | https://toddbauman.com/ | ||
Chicago, United States (US) | Finance and Banking Finance and Banking | 2-10 | info@athenaridgeadvisors.com | http://www.athenaridgeadvisors.com | ||
Modesto, United States (US) | Finance and Banking Finance and Banking | 2-10 | team@evident.biz | https://www.evident.biz | ||
Omaha, United States (US) | Finance and Banking Finance and Banking | 2-10 | info@revgroupllc.com | http://www.revgroupllc.com | ||
Indianapolis, United States (US) | Finance and Banking Finance and Banking | 2-10 | info@504partner.com | http://504partner.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.