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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Teton Trust Company (TTC) is a state-chartered trust company based in Jackson Hole, Wyoming with a representative office in New York. The board of the trust company is comprised of lawyers and trust professionals with decades of trust administration experience. Teton Trust Company is part of the Cone Marshall Group that has experts in multi-generational family trusts and planning. Teton Trust Company works with clients across the globe.
Teton Trust Company provides a full suite of services including establishing and overseeing all types of trusts and trust assets. This involves setting up directed trusts, asset protection trusts, Private Family Trust Companies, and Wyoming LLCs.
Financial Services
Skyview Group, Inc. ("Skyview") is a professional services firm that supports clients in the investment management, banking and capital markets, real estate, and insurance industries. Skyview offers a suite of integrated services across finance and accounting, operations, tax advisory, legal support, regulatory compliance, information technology, human resources and recruiting, investor services, communications, and other back- and middle-office functions.
Financial Services
Slagle Financial is a retirement planning group that specializes in the protection and preservation of wealth for your retirement years.
At Slagle Financial, we help individuals, families, and businesses plan for a secure future through education and quality strategies. We believe no two individuals or businesses are alike, which is why we are dedicated to giving clients the personal attention they deserve. Our financial solutions are as unique as our clients.
We believe in educating our clients. The associates at Slagle Financial believe in educating clients so they can make a sound financial decision with their unique individual needs in mind. We accomplish this by using a comprehensive approach that includes financial and tax reduction strategies, insurance, and estate planning.
Slagle Financial serves Illinois and Missouri with offices located in Creve Coeur, MO,
Sunset Hills, MO, Edwardsville, IL, Springfield, IL, and Jacksonville, IL.
Financial Services
Since 2018, Bitty Advance is dedicated to helping small businesses with funding amounts from $2,000-$25,000. We believe giving an opportunity is all it takes for you to turn your business into a success. Many times, Bitty is the first company to provide you with funding and help your business achieve success at the next level.
Bitty is a leader in the Merchant Cash Advance (MCA) industry, providing capital to thousands of entrepreneurs in all 50 states. An MCA is an agreement to exchange your future business revenue for an upfront amount of cash advanced to you immediately. MCAs are successfully used by nearly every type of small business, including: restaurants, trucking, doctors, construction, consultants, health care, child care, and many others!
Financial Services
Greycourt is an independent advisory firm built by investors, for investors. We specialize in serving ultra-high-net-worth families, helping them navigate complex financial landscapes with clarity and confidence. Our co-sourced model blends the personalization of an in-house team with the scale and expertise of an institutional platform without ever selling product.
We integrate investment strategy with tax and estate planning, tailoring portfolios to each family’s unique goals, legacy assets, and long-term vision. Our team is comprised of seasoned investors, not relationship managers, who deliver high-conviction advice and deep analytical insight.
Financial Services
Retire SMART is an independent financial advisory firm. Through a SMART Plan process, we help take the uncertainty out of our client's financial future so they can enjoy the retirement they have always imagined. Our president and founder, David Brooks is a Certified Income SpecialistTM and a Certified Healthcare Reform Specialist®. Retire SMART radio is hosted by Brooks and can be heard weekly on stations throughout the Omaha metro, including 1110 KFAB and 99.9 KGOR. Retire SMART TV is seen on Sunday mornings on KMTV and WOWT.
The information contained on this site is for informational purposes only and should not be considered as investment advice or as a recommendation of any particular strategy or investment product. This profile should not be considered as a solicitation for services.
Financial Services
Established in 1952, Cascade Federal Credit Union was founded to serve employees of the Cascade Division of the Great Northern Railway. Since then, we’ve grown into a valued financial partner for over 100 employer groups and associations across Washington state. Our journey is driven by a commitment of climbing together with our members, working side by side to help them reach their financial goals.
At Cascade FCU, we take pride in our ability to offer personalized financial solutions tailored to each member's unique goals. Whether it's saving for a dream home, financing a new vehicle or planning for retirement, we're here to provide the tools and support needed for financial success.
As a member-owned, not-for-profit institution, our focus is on serving our members' best interests. We deliver competitive rates, minimal fees and exceptional service to exceed expectations. Our knowledgeable team is dedicated to guiding members through every step of their financial journey with confidence and support. Join us to discover the difference of banking with a trusted partner who puts you first.
Insured by NCUA. Equal housing opportunity.
Financial Services
We’re not your traditional mortgage brokerage; we’re Elite.
At Elite Lending, we pride ourselves on being innovative, efficient, and accountable. Our goal is to provide our clients with the most efficient and stress-free loan process experience. We achieve this goal through our knowledgeable staff combined with our innovative technology. Throughout the process, we hold ourselves accountable by providing open, honest, and transparent communication.
The key to our success has been a combination of taking the time to understand our clients’ needs and consistently offering the best rates. We leverage our relationships with over 50 lenders to find our clients their ideal loan with the lowest mortgage rate, including the best terms, to meet their unique needs.
We are more than application processors; our team is truly invested in our clients’ success, which is why we take our time to understand each client’s needs. We are proud to have helped finance thousands of loans and assisted clients with obtaining their dream homes; let us help you!
Financial Services
Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a plan that’s designed to address your individual situation.
We understand the challenges that families and business owners face today.
From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals.
We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.
Empowering financial professionals to own their practice while keeping the best interest for their clients.
Financial Services
At Capitol Wealth Strategies, we know that financial success is the result of discipline, hard work and smart, informed decision-making. We look beyond your basic financial needs and seek to optimize your assets, protection, and cash flow — and minimize your debt — now and in the future. Our objective is to put you on a path to efficient wealth accumulation and financial balance, while protecting the future of your loved ones or your livelihood.
Helping to … Optimize your wealth. Achieve your goals. Protect your dreams.
Capitol Wealth Strategies is an Agency of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. OSJ: 901 S. Mopac Expy, Barton Oaks IV, Ste 150, Austin, Texas 78746, 512-651-2009. PAS is a wholly-owned subsidiary of Guardian. Capitol Wealth Strategies is not an affiliate or subsidiary of PAS or Guardian. | Guardian, its subsidiaries, agents, and employees do not provide provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof.
The Guardian Network® is a network of preferred providers authorized to offer products of The Guardian Life Insurance Company of America (Guardian), New York, NY and its subsidiaries. Capitol Wealth Strategies is an independent agency and not an affiliate or subsidiary of Guardian. 2019-92320 Exp. 01/11
Financial Services
Callodine Group is a holding company that, through its asset management subsidiaries, targets attractively valued yield opportunities across the capital markets landscape. The Company’s asset management subsidiaries have the ability to invest throughout the capital structure and pursue income-oriented investments that have the potential to provide equity-like total returns. The Callodine platform manages investment strategies within both public equities and private credit on behalf of its institutional investor clients.
Financial Services
Port 51 Lending, a top non-bank SBA Preferred Lender, combines the expertise of a highly experienced group of lending professionals and an in-house legal team to deliver certainty in every transaction. We offer loan solutions that are tailored to meet the unique needs of each borrower and our common-sense approach to underwriting ensures a smooth process from start to finish. With a commitment to efficiency and transparency, Port 51 Lending provides a seamless lending experience you can count on.
Financial Services
Severin Investments is a Portfolio management firm.
Jeffrey Severin, President CEO, has been in the financial industry for over 20 years. Severin Investments LLC and Severin Financial Group Inc. were founded in 2003 and manage 10 portfolios. Severin Investments portfolios are made up of stocks bonds and ETFs.
Each portfolio is designed for risk, and is matched to a clients risk and objectives. Severin Investments is a wrap fee manager, this means there are no commissions and trading cost associated with our managed accounts.
visit our website at www.severininvestments.com
Financial Services
Unlock the secrets to financial success with Sage Finance's expert guidance and insights
Financial Services
Fintology uses unrivaled proprietary AI technology to create a seamless verification and/or lending experience for small and midsized businesses and end consumers. No matter the industry or niche our unique B2B SaaS services allow businesses to scale and turn each consumer into a customer.
Financial Services
360 Equipment Finance is an independent finance company that provides commercial leases of $5,000 – $150,000 for small to medium sized businesses that have had credit challenges or other financial difficulties in the past. 100% of 360’s equipment leases are originated by a nationwide network of brokers, and many of the transactions 360 funds were previously declined by banks, traditional funding sources, and other leasing companies.
Financial Services
A leading voice in global wealth, Faith Investor Services empowers investors to grow for the future. As an investment firm, we provide individuals, families and business owners full financial planning and comprehensive services. We build long-term relationships with our clients so we can help them reach their goals and plan for the future.
We specialize in faith-based investing to provide investors the choice to align their values with their financial goals and portfolios. Through our wealth management faith-based solutions and Exchange Traded Fund (ETF) platform of five funds, investors can realize their financial goals in a faithful manner. We partner with the highest quality ETF portfolio managers to deliver results.
No two clients are the same. We listen to your goals and values to empower your future.
Financial Services
About LeveL Markets, LLC:
LeveL Markets is a US trading marketplace and technology solutions provider, and the broker-dealer owner and operator of the LeveL and Luminex Alternative Trading Systems. With a focus on client service, fair, cost-effective trading execution, and disruptive trading technology, LeveL Markets provides a solutions-driven, low-cost platform for equities trading with a deep pool of buy and sell-side liquidity. Formed in 2022, and formerly branded as Kezar Markets, LeveL Markets bridges the gap between institutional and sell-side trading communities, thereby providing an ecosystem of fintech products and services that range from continuous crossing trading platforms to VWAP order types, to sophisticated, low-latency trading solutions.
Headquartered and founded in Boston, Massachusetts, LeveL Holdings is the legal parent entity for the LeveL Markets broker-dealer, the operator of its two leading ATSs, LeveL ATS, and Luminex ATS. For sales or additional information please contact: sales@levelmarkets.com or info@levelmarkets.com. Visit our website: www.levelmarkets.com and follow us on LinkedIn and X.
Financial Services
MotorEnvy is a pioneer in vehicle subscription services where our clients can obtain desirable vehicles with absolute flexibility and zero commitment. As we disrupt the status quo of the vehicle ownership experience, we are rewarded with high customer retention rates while delivering attractive, recurring, and scalable unit economics.
Financial Services
Vortex Capital is a boutique capital advisory firm specializing in private placements, project financing, M&A, and corporate strategy for clients in the early and middle market. Our team combines deep financial expertise with extensive sector experience spanning technology, infrastructure, industrials, and life sciences to deliver tailored capital solutions. Through a global network of family offices, high-net-worth individuals, institutional investors, and strategic partners, we connect businesses with the right capital to execute their growth and strategic objectives.
Securities offered through Finalis Securities LLC Member FINRA / SIPC. Vortex Capital and Finalis Securities LLC are separate, unaliated entities.
Financial Services
BenefitsMe is an employer-sponsored purchasing program, providing the opportunity for employees to utilize payroll deduction to secure products now and pay for them over time.
Financial Services
Payter is a fast-growing Dutch company and expert in the global field of Cashless Payments and contactless NFC technology. Payter offers an unique payment platform, combining Payments, with private loop cards, loyalty and telemetry. The Payter terminals are available in different form factors providing a flexible solution for all unattended environments.
Experience learns that adding Cashless Payment solutions not only increases the revenue of machine by 15%, it also increases the user experience and allows a real-time data connection to the machine. This coupled with several payment solutions (NFC, Apple Pay, Samsung Pay etc.) create endless new possibilities for the vending Industry. These new possibilities will reshape the way the vending sector connects to the customer, manage machines park etc. Payter is continuously innovating to provide products and services that allow organizations to benefit from this evolution and their core business.
Financial Services
Gamma Asset Management & Gamma Securities serve high-net-worth individuals, families and institutional clients with bespoke wealth management, investment advisory, and securities execution services.
Gamma Asset Management LLC, a U.S. SEC-registered investment adviser, and Gamma Securities LLC, a registered broker-dealer and member of FINRA and SIPC. Custodial and clearing services are provided through regulated third-party partners.
Gamma Asset Management and Gamma Securities are affiliated companies under common control of Gamma International Bank, Inc., an international financial entity registered in Puerto Rico, USA.
📍 Offices in San Juan, Puerto Rico & Miami
🌐www.gammaib.com
📞 787-957-3260
Financial Services
Tensec is reimagining B2B cross-border financial services by leveraging cutting-edge technologies such as artificial intelligence to offer the fastest and simplest way for businesses to move money across global markets. Our zero-integration platform enables global trade companies and FX brokers to deliver international payments and financial solutions to their clients—unlocking new revenue opportunities and fueling growth. With instant client onboarding, multi-currency accounts, and real-time payments, Tensec simplifies global finance, enabling businesses to transact across 150+ countries, 100+ real-time payment networks, and 70+ currencies.
Our mission is to empower cross-border businesses of all sizes with financial technology that enables them to participate, grow, and thrive in the dynamic world of international trade.
Tensec was founded by industry veterans from PayPal, Meta, Goldman Sachs, Visa, Mastercard, Rapyd, and Credit Karma. Backed by world-class investors, Tensec is headquartered in San Francisco, with offices in New York, Mexico City, and São Paulo.
For more information, visit www.tensec.io.
Financial Services
At WealthCrossing, we specialize in bringing clarity and confidence to your financial life. Our mission is simple: connect all the financial dots—planning, taxes, and asset management—into one seamless strategy tailored to you.
Picture this: a team that not only masters the technical side of wealth management but also understands how every decision impacts your everyday life. From optimizing tax strategies to aligning investments with your goals, we’re here to make your financial journey as smooth and rewarding as possible.
What sets us apart? Our fiercely independent approach. At WealthCrossing, you’ll never encounter hidden agendas or product commissions—just transparent, personalized advice designed for your success.
Strategic tax planning is one of our core strengths. Our experienced team knows how to help you preserve your wealth so you can use it where it matters most. With thoughtful conversations and an in-depth understanding of your unique vision, we craft plans that maximize after-tax returns and align with your long-term aspirations.
At WealthCrossing, it’s about the whole picture—because every detail counts. Together, let’s turn your vision of financial success into a reality.
Financial Services
TransConnect Services (TCS), is a custom fuel card platform and fuel management system designed to provide unparalleled levels of service and support for small to mid-sized trucking companies. Focused on our clients, TCS has an extensive fuel discount network with more than 2,000 network locations in the United States and Canada. Offering big fuel savings at in-network locations with zero transaction fees on fuel purchases.
Financial Services
Exchange Traded Concepts is an independent investment advisor specializing in launching, managing, and marketing white-label ETFs. Driven by the demand to streamline the ETF process, ETC debuted the ETF-in-a-Box platform in 2011, equipping ETF visionaries with a turnkey solution to transform their concept into a live strategy in as little as 100 days. Today, ETC issues, advises and sub-advises ETFs for clients worldwide. ETC provides the board, service providers and decades of experience to offer asset managers (hedge, SMAs, mutual) and others an efficient, cost-effective means to leverage the benefits of the ETF wrapper.
Financial Services
Carlson Financial is a financial services company that serves Colorado, Kansas, and Virginia. We help our clients move confidently from their years of saving into a secure retirement, developing an integrated financial plan that considers income, investment, tax, insurance, and estate planning.
Financial Services
Volt Credit Union has proudly served the Springfield, Missouri area since 1935. Our Vision is to create a community where every member is empowered to achieve financial well-being, build a secure future, and live life knowing they have a trusted advocate on their side.
In 2024, we launched the first Missouri student-led credit union branch at Hillcrest High School, demonstrating our commitment to financial education and community involvement.
If you live or work in Barry, Christian, Dade, Dallas, Greene, Jasper, Lawrence, McDonald, Newton, Polk, Stone, Taney, or Webster County in Missouri, or have a family member who does, you’re eligible to join Volt Credit Union. Join us and experience the credit union difference that has been trusted for nearly a century.
Financial Services
We give businesses the opportunity to thrive by simplifying financial and people complexities.
We accomplish this by offering payroll, human resource, human capital management, and insurance solutions to small and midsize business owners and their teams. We believe in helping you get one step better everyday.
As a Whirks client, you will benefit from our deep expertise in current payroll and human resources compliance. You will get our best practices for streamlining your people processes and our cloud-based, innovative human capital management technology which includes electronic onboarding, time and attendance, benefit administration, pay-as-you-go workers compensation insurance options, learning management and applicant tracking systems, and adaptive employee experience delivered on any device, anytime, anywhere.
We combine our expertise in software and human resources to provide you with the best possible service team. You will always be able to call and talk with a real person on our team and get in touch with our support team when you need them through email, phone, and chat support options. We take a proactive, consultative approach with support and schedule regular quarterly business reviews to make sure you're on track to meet your hiring, training, and development goals.
Financial Services
🏦🌱 GenNext.Mortgage ® [NMLS #2326098] is a 'GenerationNext' Direct-To-Consumer Lender providing most flexible real estate financing solutions at the amazing rates! 🏡💸🪻
Enjoy savings, convenience and security of digital lending!
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Financial Services
Merrimak Capital Company
Leading Global Leasing Solutions with Award-Winning Customer Service
Our Company, Our Services
Merrimak Capital Company is the industry's largest independent global lessor, serving Fortune 500 companies and similar-sized corporations with world-renowned brands. With more than $1 billion in owned equipment, we offer unparalleled services for all leasing, fleet management, and equipment resale needs.
Life Cycle Management
Merrimak provides global partners with flexible, industry-leading, bespoke services designed to navigate complex financial and regulatory challenges while maximizing the bottom line. We deliver the lowest total cost-of-use solutions paired with invaluable lifecycle management services at every step. This enables partners to reduce their hands-on human capital expenses and optimize their capital outlay efficiency.
Independence
Privately owned since 2009, Merrimak prioritizes the needs of its customers, ensuring unparalleled service and leasing flexibility. Our independence affords innovative solutions tailored to the unique requirements of each partner.
Merrimak's commitment to the highest level of customer service and innovative leasing solutions has earned industry accolades and the loyalty and trust of partners worldwide.
Equipment Capabilities
▪️ Material Handling
▪️ Pallet Racking
▪️ AGV’s
▪️ Tractor Trailer & Yard Trucks
▪️ Agricultural Equipment
▪️ Over-the-Road Fleets
▪️ Copy/Print
▪️ RICOH vendor program
▪️ Production Equipment
▪️ Personnel & Enterprise IT
▪️ Industrial Equipment
▪️ Specialty Equipment
Financial Services
Rooted in faith, transparency, and integrity, Ryan & Jacobs is a results-driven commercial debt collection agency offering remarkable and reliable financial dispute resolutions. Between our diligent methods and professional approach, we ensure that client needs, from all corners of the business world, are fulfilled and that expectations are exceeded. As a business, we understand the importance of recovering funds that are owed to you. We go above and beyond to conduct harmonious negotiations that keep our clients paid, in result, keeping the focus on growing their business.
Here at Ryan & Jacobs, we are seasoned commercial debt collectors. We know what it takes to get the results you deserve without compromising your reputation. Thanks to our impeccable procedures, we keep things professional. Our clients find great comfort in knowing that our services will not sully their good name. It is not uncommon for debt collectors to get a bad rap, but we are devoted to changing industry norms. With our ethical solutions, we do just that. For a business to business debt collection agency that puts a premium on decency and dependability, look no further than Ryan & Jacobs.
Financial Services
Ravinia Capital LLC is a Chicago-based boutique investment bank providing M&A and capital investment banking services to middle-market companies with revenues from $25 million to $500 million.
We advise business owners, lenders, private equity sponsors, and their trusted advisors on mergers and acquisitions, capital raises, special situations, and restructuring. Our process is exhaustive, competitive, and built around one goal: maximizing value for our clients at their most critical moments.
We bring senior-level attention to every engagement, a proprietary network of buyers, lenders, and restructuring professionals, and a track record that includes recognition as a Turnaround Atlas Award recipient and Crain's Chicago Business Notable Dealmaker in M&A.
Integrity is everything.
Securities transactions conducted through StillPoint Capital, member FINRA/SIPC, Tampa, FL. Certain members of Ravinia Capital LLC are Registered Representatives of the Broker Dealer StillPoint Capital, LLC. Ravinia Capital LLC and StillPoint Capital, LLC are not affiliated entities. Views and opinions posted on this page are Ravinia Capital's own and does not necessarily represent those of StillPoint Capital, LLC. For more information on Registered Representatives and Broker Dealers visit BrokerCheck.
Financial Services
Tarbox Family Office, Inc. is a fee-only wealth management firm providing comprehensive financial planning and investment management services.
Tarbox Family Office, Inc. is a registered investment advisor based in Newport Beach, CA. Founded in 1985, we work with a select group of wealthy families and individuals across the United States.
We are active advocates for our clients
-We work for you – not for a brokerage firm, trust company, investment bank, or public shareholders.
-We do not sell any products or benefit economically from any investment or other recommendations.
-We are experts in building and implementing tailored, comprehensive financial solutions for each family.
-We provide disciplined and customized institutional-grade investment management.
-You work directly with our experienced, multi-disciplinary team to accomplish your objectives.
-We actively advocate for your best interests in all matters.
Financial Services
At Aces Payments, our mission is to revolutionize the payments industry by ensuring peace of mind in every payment. We strive to extend this reassurance beyond mere transactions, cultivating a supportive environment where merchants and sales professionals can confidently build and prosper. By prioritizing genuine human connections and personalized support, we dedicate ourselves to the lasting success and well-being of everyone in our network, guided by our core values of excellence, empowerment, and commitment.
Our Vision
Our leadership team, with over 90 years of combined experience, is committed to creating a safe haven for merchants and sales partners built on trust, innovation, and mutual success. We are committed to fostering a thriving community where merchants and sales professionals are empowered to achieve their full potential. This commitment reflects our dedication to making a positive, lasting difference in the lives of those we serve and in the broader financial landscape.
What We Offer
Aces Payments delivers innovative and reliable payment solutions tailored to businesses of all sizes. Our dedicated concierge team provides swift and proactive support, ensuring our partners' success and protecting their bottom line.
Our Commitment
✓ Human-Centered Approach: Prioritizing people, both customers and employees.
✓ Integrity Driven: Upholding excellence and integrity in every endeavor.
✓ Mutual Success: Creating an empowering environment that values every individual.
✓ Innovative Solutions: Combining cutting-edge technology with personalized support.
✓ Unparalleled Support: Offering rapid, proactive responses from our experienced team.
✓ Trusted Leadership: Leveraging over 90 years of combined expertise to support your success.
✓ Peace of Mind: Providing a professional safe haven that values your well-being and success.
Financial Services
The Public Safety Credit Union is a not-for-profit member-owned financial institution, welcoming all public safety employees and their family members in the Kansas City metro area (including Kansas), or anywhere in the state of Missouri. Public Safety CU is the only credit union in Kansas City solely dedicated to serving first responders and their families, and has been doing so since 1934.
Federally insured by NCUA.
Equal Housing Lender.
Are you or an immediate family member eligible to join? Become a member today!
Financial Services
Experience you can trust, service you can rely on.
We are a team of experienced financial professionals dedicated to helping our clients achieve their financial goals. Our founders are veterans in the industry, and our team brings a wealth of knowledge and expertise to every client's financial plan. We believe in taking a personalized approach to every client's financial situation, carefully analyzing their unique goals and needs to create a customized strategy that maximizes their wealth and minimizes their risk. Our passion for helping our clients plan for their future and transform their lives sets us apart from other advisors. Let us guide you towards a secure financial future with our unmatched service and support.
Financial Services
You've built something meaningful. Now it's time to optimize your personal wealth.
At The Next Level Planning Group, we exist for accomplished business owners and executives who realize their financial decisions carry serious weight. The high standards that drive your professional success are the same standards we apply to managing wealth.
Instead of juggling separate conversations with CPAs, investment advisors, and estate attorneys where opportunities fall through the cracks, we provide expertise combining family office sophistication with genuine accessibility.
We work best with successful professionals at pivotal moments—navigating equity compensation, liquidity events, or wealth accumulation. Our clients understand the stakes are high and decisions are complex.
Ready to assess what's working in your wealth strategy? Learn about our Financial SWOT Session at our website link below.
Because when it comes to what matters most, good is not enough.
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For disclosures, please visit www.tnlpg.com
Financial Services
As a trusted funding provider, Xuper Funding helps businesses across the U.S. and Canada access the capital they need—quickly and seamlessly. Each year, we provide financing solutions to thousands of companies, empowering them to grow, manage cash flow, and seize new opportunities.
Our process is simple and efficient. Once an application is submitted, our dedicated funding advisors reach out to gather essential details, allowing us to evaluate requests on the same day. Most businesses receive funding offers within hours, with funds typically deposited on the same day of approval.
At Xuper Funding, transparency is key—no hidden fees, no compounded interest. We prioritize clear, upfront, and sustainable financial solutions to support long-term business success.
Let’s get your business back on track. Connect with us today.
Financial Services
Every day, buy side firms with $43Tr of assets under management come to Corpaxe. They’re joined there by more than 600 research providers – including the world’s largest investment banks and brokers. Why are they on Corpaxe? To supercharge their abilities, remove friction from their workflow, and make it easier to succeed.
Financial Services
Preferred CFO provides tailored outsourced CFO, systems, controller, and strategic advisory solutions to organizations of all sizes.
Our team consists of experienced CFOs, expert systems advisors, controllers, and bookkeepers.
This means we can augment existing teams by elevating financial strategy, or can offer fully outsourced financial solutions to organizations without an in-house team.
Learn more at www.preferredcfo.com
Financial Services
At Trust Management Network, we believe that trust organizations deserve the best. Our singular focus is providing outstanding trust operations, and as your outsourcing provider, we are dedicated to being a partner you can trust. TMN is an Independent business outsourcing and technology support company, serving the trust & wealth management industry.
From De Novo Start-Up Trust Organizations and Community Bank Trust Departments to Directed and Delegated Advisor Friendly Trust Companies and family offices, we serve a wide range of trust organizations nationwide. Our operations outsourcing includes processing everything from securities transactions, cash disbursements, checks, ACH payments & wires, held away custody shadow posting, and reconciliation services to also include remediation and special projects associated with trust accounting. By outsourcing your operations with TMN, you can have peace of mind that all operations functions including separation of duties and dual control requirements are being fully met.
If you are ready to make your operations as efficient as possible or concerned about mitigating employee loss or simply want a better experience with your technology and operations support, choose Trust Management Network…The Leader in Trust Operations.
Financial Services
Far Hills Group, LLC, is a registered broker dealer established in 1990 that exclusively focuses on raising institutional capital for alternative investment strategies, hedge fund and private equity managers. The firm raises capital across the globe and operates out of its New York City offices located at 747 Third Avenue/30th Floor. Since the firm’s founding, we have placed in excess of $29 billion in more than 70 different investment vehicles. The strength of the firm resides in the experience of the firm’s partners and their longstanding relationships in the institutional investment community. The team has been together for 20 years and every assignment receives the full attention of each member of the sales team. The firm provides a fully out-sourced sales and marketing solution to our manager clients and has 13 employees divided among sales, research, and compliance professionals.
Financial Services
No matter how you got here, we will help you all along the way. We'll walk with you down any path you choose, providing support when you need it. We are here for you.
Our goal is to provide access to personal loans, at competitive interest rates, in a timely manner. Get your loan today!
Financial Services
Kansas Corporate was chartered November 1951, a milestone act, providing credit unions a cooperative correspondent ally in the financial services industry. Today, over 70 years later, we’re still working with credit unions to better the financial well-being of their members’ lives.
Our national field of membership allows us to partner with credit unions outside the great state of Kansas, however, it wasn’t until 2005 that we actively began promoting our services outside state boundaries. Credit unions from surrounding areas quickly learned of our commitment to the credit union industry and the value of partnering with Kansas Corporate. Membership grew.
This growth continued in the years to follow with the occurrence of two mergers. The first, in 2012, with Treasure State Corporate Credit Union in Helena, MT, and the second, in 2015, with Missouri Corporate Credit Union in St. Louis, MO. Through our mergers and membership expansion efforts, Millennium Corporate has grown to serve just shy of 300 credit unions in 8 states.
That’s right, Millennium Corporate. With the aforementioned growth and expansion into areas outside Kansas, a name that was once so fitting, no longer seemed so. In 2015, Kansas Corporate underwent a rebranding initiative to become Millennium Corporate Credit Union. This new name and brand doesn’t change who we are or what we believe, it simply reflects who we’ve become and where we’ll go from here.
Financial Services
Based in Silicon Valley, Catalyst Family Office provides comprehensive tax planning and compliance, expense management and financial reporting, strategic advice and integrated family office services for ultra-high net worth families.
Financial Services
PYA Waltman Capital provides comprehensive financial planning for busy professionals and families. As stewards of your personal financial well-being, our firm was founded with you in mind. Whatever services you need, for every stage of life, we are here to help you achieve your unique financial goals.
For more information, please visit www.pyawaltman.com.
Financial Services
Third Party Administration (TPA) Firm Specializing in the Design & Administration of Qualified Retirement Plans
Dedicated exclusively to helping closely-held businesses, Pinnacle Plan Design is a nationally recognized leader in the design and administration of qualified retirement plans. Our team of actuaries and credentialed retirement plan experts are uniquely qualified to help you successfully navigate complex federal regulations and obtain maximum benefits for you and your stakeholders.
We offer a multitude of retirement plan options designed to meet your specific business needs. Our plan design specialists take into consideration many factors, including but not limited to, your workforce demographics, tax objectives, owner retirement goals and plan flexibility to ensure you are making informed and advantageous retirement plan decisions. Whether you are interested in a 401(k) plan, profit sharing plan, money purchase plan, cash balance, or traditional defined benefit plan, our team of experts is here to personally assist and guide you through the process from retirement plan design to administration.
www.thirdpartyadministrator.net
Financial Services
Negotiation platform for Invoice Discounting.
Financial Services
Company Name | Location | Category | Employees | Accuracy | Website | |
|---|---|---|---|---|---|---|
Jackson, United States (US) | Finance and Banking Finance and Banking | 20-30 | info@tetontrustcompany.com | http://www.tetontrustcompany.com | ||
Dallas, United States (US) | Finance and Banking Finance and Banking | 20-30 | info@skyviewgroup.com | http://www.skyviewgroup.com | ||
Edwardsville, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@slaglefinancial.com | http://www.slaglefinancial.com | ||
Miami, United States (US) | Finance and Banking Finance and Banking | 20-30 | info@bittyadvance.com | http://www.bittyadvance.com/ | ||
Pittsburgh, United States (US) | Finance and Banking Finance and Banking | 20-30 | info@greycourt.com | http://www.greycourt.com | ||
Omaha, United States (US) | Finance and Banking Finance and Banking | 20-30 | team@retiresmartnow.com | http://retiresmartnow.com | ||
Kent, United States (US) | Finance and Banking Finance and Banking | 20-30 | info@cascadefcu.org | http://www.cascadefcu.org | ||
Miramar, United States (US) | Finance and Banking Finance and Banking | 20-30 | info@elitelendingfl.com | http://www.elitelendingfl.com | ||
Providence, United States (US) | Finance and Banking Finance and Banking | 20-30 | amazika@aemazika.com | http://Gorrafinancialgroup.com | ||
Austin, United States (US) | Finance and Banking Finance and Banking | 20-30 | info@cwsplanning.com | http://www.cwsplanning.com | ||
Boston, United States (US) | Finance and Banking Finance and Banking | 10-20 | ir@callodine.com | http://www.callodine.com | ||
New York, United States (US) | Finance and Banking Finance and Banking | 20-30 | info@port51.com | http://www.port51.com | ||
St. Louis, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@severininvestments.com | http://www.severininvestments.com | ||
chicago, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@trysage.finance | https://www.trysage.finance/ | ||
Delaware, United States (US) | Finance and Banking Finance and Banking | 10-20 | support@fintology.ai | https://www.fintology.ai | ||
Austin, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@360eqf.com | http://360eqf.com/ | ||
Dallas, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@faithinvestorservices.com | https://faithinvestorservices.com | ||
Boston, United States (US) | Finance and Banking Finance and Banking | 20-30 | info@levelmarkets.com | https://levelmarkets.com/ | ||
Clifton, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@motorenvy.com | http://www.motorenvy.com | ||
Zurich, Switzerland | Finance and Banking Finance and Banking | 20-30 | info@vortexcapital.io | http://vortexcapital.io/ | ||
Wichita, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@benefitsme.com | http://benefitsme.com | ||
Rotterdam, The Netherlands | Finance and Banking Finance and Banking | 20-30 | info@payter.nl | http://www.payter.nl | ||
San Juan , Puerto Rico | Finance and Banking Finance and Banking | 20-30 | info@gammainternationalbank.com | http://www.gammainternationalbank.com | ||
Palo Alto, United States (US) | Finance and Banking Finance and Banking | 20-30 | hello@tensec.io | https://www.tensec.io/ | ||
Richmond, United States (US) | Finance and Banking Finance and Banking | 20-30 | info@wealth-crossing.com | https://wealth-crossing.com | ||
Cordova, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@tcsfuel.com | https://www.tcsfuel.com/lp/tcs-fuel-card-sm/ | ||
Oklahoma City, United States (US) | Finance and Banking Finance and Banking | 20-30 | info@exchangetradedconcepts.com | http://www.exchangetradedconcepts.com | ||
Glen Allen, United States (US) | Finance and Banking Finance and Banking | 20-30 | info@carlsonfinancial.com | http://www.carlsonfinancial.com | ||
Springfield, United States (US) | Finance and Banking Finance and Banking | 20-30 | info@voltcu.org | http://www.voltcu.org | ||
Memphis, United States (US) | Finance and Banking Finance and Banking | 20-30 | info@whirks.com | http://www.whirks.com | ||
Sudbury, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@GenNext.Mortgage | https://www.GenNext.Mortgage | ||
Park City, United States (US) | Finance and Banking Finance and Banking | 20-30 | info@merrimak.com | http://www.merrimak.com/ | ||
PLANO, United States (US) | Finance and Banking Finance and Banking | 20-30 | info@ryanandjacobs.com | http://www.ryanandjacobs.com | ||
Chicago, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@raviniacapitalllc.com | http://www.raviniacapitalllc.com | ||
Newport Beach, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@tarbox.com | http://www.tarbox.com | ||
Las Vegas, United States (US) | Finance and Banking Finance and Banking | 20-30 | info@acespayments.com | https://www.acespayments.com | ||
Kansas City, United States (US) | Finance and Banking Finance and Banking | 20-30 | help@publicsafetycu.org | http://www.publicsafetycu.org | ||
Tucson, United States (US) | Finance and Banking Finance and Banking | 20-30 | info@secureincomemanagement.com | https://www.secureincomemanagement.com/ | ||
Chicago, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@tnlpg.com | http://www.tnlpg.com/work-with-us/ | ||
New York, United States (US) | Finance and Banking Finance and Banking | 20-30 | info@xpfunding.com | https://xpfunding.com | ||
New York, United States (US) | Finance and Banking Finance and Banking | 20-30 | support@corpaxe.com | https://www.corpaxe.com/ | ||
Salt Lake City, United States (US) | Finance and Banking Finance and Banking | 20-30 | info@preferredcfo.com | http://www.preferredcfo.com | ||
Dallas, United States (US) | Finance and Banking Finance and Banking | 20-30 | info@trust-mgmt.com | https://trust-mgmt.com/ | ||
New York, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@farhills.com | http://www.farhills.com | ||
Irvine, United States (US) | Finance and Banking Finance and Banking | 20-30 | customerservice@credit9.com | https://credit9.com/ | ||
Wichita, United States (US) | Finance and Banking Finance and Banking | 20-30 | marketing@millenniumcorporate.org | https://www.millenniumcorporate.org | ||
Mountain View, United States (US) | Finance and Banking Finance and Banking | 20-30 | info@catalystfo.com | https://www.catalystfo.com/ | ||
Knoxville, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@pyawaltman.com | http://www.pyawaltman.com | ||
Tucson, United States (US) | Finance and Banking Finance and Banking | 20-30 | info@pinnacle-plan.com | http://www.pinnacle-plan.com | ||
Comuna 13, Argentina | Finance and Banking Finance and Banking | 20-30 | contacto@finvoi.com | https://finvoi.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.