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 14838 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.
14,838 companies
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Financial Services
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NACM South Atlantic is a leading commercial credit services provider based in Orlando, Florida. We specialize in delivering comprehensive solutions for businesses seeking to manage their credit risk and streamline legal documentation processes.
NACM South Atlantic assists Florida businesses with crucial services such as Business Credit Reports, Notice to Owner filings, and efficient commercial collections. We also offer industry credit group meetings, providing valuable networking opportunities and expert insights.
What distinguishes us is our commitment to providing accurate, timely, and technologically advanced solutions, including the RecordingFast™ electronic document recording service, and our exclusive NiTRO tool for high-volume Florida Notice to Owner customers. Founded in 1955, NACM South Atlantic is part of the National Association of Credit Management, a member-owned organization dedicated to fostering ethical credit practices and providing valuable resources to its members.
NACM South Atlantic assists Florida businesses with crucial services such as Business Credit Reports, Notice to Owner filings, and efficient commercial collections. We also offer industry credit group meetings, providing valuable networking opportunities and expert insights.
What distinguishes us is our commitment to providing accurate, timely, and technologically advanced solutions, including the RecordingFast™ electronic document recording service, and our exclusive NiTRO tool for high-volume Florida Notice to Owner customers. Founded in 1955, NACM South Atlantic is part of the National Association of Credit Management, a member-owned organization dedicated to fostering ethical credit practices and providing valuable resources to its members.
Financial Services
Finance
bckrs.ai is a US-based AI platform providing data-driven insights for private capital markets. We offer the first vertical AI-native behavioral intelligence OS, transforming human behavior and decision-making into actionable intelligence for limited partners and venture capital firms.
Our Signal IQ system analyzes the performance, risk, and behavior of venture capital firms, enabling more informed investment allocation strategies.
bckrs.ai empowers LPs to benchmark VC firms, optimize their portfolios, and ultimately drive superior returns. Backed by leading investors like Plug and Play Ventures, Audible, and NJEDA, we are revolutionizing how private capital is allocated.
Founded in 2023, bckrs.ai is rapidly scaling its platform to meet the growing demand for sophisticated investment intelligence.
Our Signal IQ system analyzes the performance, risk, and behavior of venture capital firms, enabling more informed investment allocation strategies.
bckrs.ai empowers LPs to benchmark VC firms, optimize their portfolios, and ultimately drive superior returns. Backed by leading investors like Plug and Play Ventures, Audible, and NJEDA, we are revolutionizing how private capital is allocated.
Founded in 2023, bckrs.ai is rapidly scaling its platform to meet the growing demand for sophisticated investment intelligence.
Financial Services
Finance
The Factor Exchange is a US-based merchant cash advance brokerage firm located in Irvine, California. We connect brokers and lenders, streamlining the process of providing merchant cash advances to businesses.
Our mission is to provide brokers and lenders with greater market exposure and expedited approvals, facilitating a more efficient and accessible lending ecosystem. We specialize in Merchant Cash Advance, Traditional Factoring, and Merchant Processing, offering a comprehensive solution for the industry.
What sets The Factor Exchange apart is our dedicated CRM and streamlined approval process, designed to accelerate deals and maximize lender returns. We’ve been operating since 2013, helping brokers and lenders alike achieve significant growth.
Our mission is to provide brokers and lenders with greater market exposure and expedited approvals, facilitating a more efficient and accessible lending ecosystem. We specialize in Merchant Cash Advance, Traditional Factoring, and Merchant Processing, offering a comprehensive solution for the industry.
What sets The Factor Exchange apart is our dedicated CRM and streamlined approval process, designed to accelerate deals and maximize lender returns. We’ve been operating since 2013, helping brokers and lenders alike achieve significant growth.
Financial Services
Finance
Good Hope Group is a global wealth management company specializing in international investment and consulting services for high-net-worth individuals seeking to relocate and establish a life overseas.
Based in Irvine, California, we provide a comprehensive suite of solutions, including real estate investment funds, tax planning, overseas education advisory, property investment, and immigration by investment. Our team of international professionals combines local expertise with global reach to help clients achieve their financial goals and safeguard their capital.
Good Hope Group was recognized as ‘International Service Provider of the Year’ by Invest in the USA (IIUSA) in 2018, demonstrating our commitment to excellence and client satisfaction. We partner with CreditEase, a premier wealth management company, to deliver unparalleled service and support.
Based in Irvine, California, we provide a comprehensive suite of solutions, including real estate investment funds, tax planning, overseas education advisory, property investment, and immigration by investment. Our team of international professionals combines local expertise with global reach to help clients achieve their financial goals and safeguard their capital.
Good Hope Group was recognized as ‘International Service Provider of the Year’ by Invest in the USA (IIUSA) in 2018, demonstrating our commitment to excellence and client satisfaction. We partner with CreditEase, a premier wealth management company, to deliver unparalleled service and support.
Financial Services
Finance
GoldCore.com is a Dublin-based precious metals brokerage and storage provider specializing in secure gold and silver bullion solutions for investors worldwide.
We cater to a diverse clientele, including mass affluent, high-net-worth, ultra-high-net-worth, and institutional investors – encompassing family offices and more – seeking to diversify their portfolios and protect their wealth. Our core mission is to provide unparalleled security and transparency in precious metals ownership, addressing the growing need for safe and reliable storage options.
GoldCore distinguishes itself through its commitment to allocated and segregated storage, ensuring clients retain full legal ownership of their bullion and eliminating counterparty risk. Founded in 2003, we’ve earned a reputation for insightful macroeconomic research and accurate forecasting, as recognized by prominent financial publications like Reuters and Bloomberg. We are acknowledged experts in precious metals and global macroeconomics, offering a trusted source of information and investment strategies.
We cater to a diverse clientele, including mass affluent, high-net-worth, ultra-high-net-worth, and institutional investors – encompassing family offices and more – seeking to diversify their portfolios and protect their wealth. Our core mission is to provide unparalleled security and transparency in precious metals ownership, addressing the growing need for safe and reliable storage options.
GoldCore distinguishes itself through its commitment to allocated and segregated storage, ensuring clients retain full legal ownership of their bullion and eliminating counterparty risk. Founded in 2003, we’ve earned a reputation for insightful macroeconomic research and accurate forecasting, as recognized by prominent financial publications like Reuters and Bloomberg. We are acknowledged experts in precious metals and global macroeconomics, offering a trusted source of information and investment strategies.
Financial Services
Finance
Kogi Capital is a private capital partnership based in Greensboro, North Carolina, and Vancouver, British Columbia, specializing in helping family-owned businesses with succession planning and legacy preservation.
We support lower-middle-market companies across North America, focusing on building sustainable businesses that address urgent environmental challenges. Kogi Capital’s intergenerational perspective guides our investment approach, emphasizing sustainable growth and a positive impact on communities.
Our team, led by William Arambula and Cristian Núñez, brings decades of experience in finance and private equity, alongside a commitment to supporting business owners in their transition to retirement. We’ve successfully acquired and developed an environmental solutions platform and made strategic investments in eight companies alongside other owner-operators, exiting two of these investments to date.
We support lower-middle-market companies across North America, focusing on building sustainable businesses that address urgent environmental challenges. Kogi Capital’s intergenerational perspective guides our investment approach, emphasizing sustainable growth and a positive impact on communities.
Our team, led by William Arambula and Cristian Núñez, brings decades of experience in finance and private equity, alongside a commitment to supporting business owners in their transition to retirement. We’ve successfully acquired and developed an environmental solutions platform and made strategic investments in eight companies alongside other owner-operators, exiting two of these investments to date.
Financial Services
Finance
Clarity in Numbers, LLC is a leading actuarial and consulting firm based in Chicago, Illinois, specializing in providing comprehensive solutions for not-for-profit organizations, government agencies, and privately held businesses.
We help clients navigate complex benefit and retirement plans, ensuring compliance with regulations like GASB 45 and 43. Our team of experienced actuaries and consultants delivers expert advice on employee benefit design, administration, and valuation.
Clarity in Numbers, LLC focuses on delivering tailored solutions for a diverse range of sectors, including healthcare, pension plans, and other post-employment benefits. We are dedicated to helping our clients manage their financial obligations and achieve long-term stability. We provide services across a broad spectrum, from initial plan design to ongoing administration and compliance support.
Founded in 2008, Clarity in Numbers, LLC has grown to serve clients across the United States, supporting their unique needs with a commitment to accuracy and client satisfaction.
We help clients navigate complex benefit and retirement plans, ensuring compliance with regulations like GASB 45 and 43. Our team of experienced actuaries and consultants delivers expert advice on employee benefit design, administration, and valuation.
Clarity in Numbers, LLC focuses on delivering tailored solutions for a diverse range of sectors, including healthcare, pension plans, and other post-employment benefits. We are dedicated to helping our clients manage their financial obligations and achieve long-term stability. We provide services across a broad spectrum, from initial plan design to ongoing administration and compliance support.
Founded in 2008, Clarity in Numbers, LLC has grown to serve clients across the United States, supporting their unique needs with a commitment to accuracy and client satisfaction.
Financial Services
Finance
VenQuest Group is a leading financial services firm based in Orlando, Florida, specializing in strategic consulting, asset management, investment banking, and private equity solutions.
We partner with clients across diverse sectors – including space, infrastructure, real estate, and alternative investments – to navigate complex financial landscapes and drive sustainable growth.
VenQuest distinguishes itself through a rigorous, detail-oriented approach, combined with a global perspective and a commitment to transformative capital deployment. We don’t just follow trends; we set them, executing opportunities where others miss the signal.
Founded in 2016, VenQuest Group has rapidly expanded its reach, operating across the United States, Colombia, Costa Rica, Ecuador, Chile, and Mexico, and managing over $0 billion in assets.
We partner with clients across diverse sectors – including space, infrastructure, real estate, and alternative investments – to navigate complex financial landscapes and drive sustainable growth.
VenQuest distinguishes itself through a rigorous, detail-oriented approach, combined with a global perspective and a commitment to transformative capital deployment. We don’t just follow trends; we set them, executing opportunities where others miss the signal.
Founded in 2016, VenQuest Group has rapidly expanded its reach, operating across the United States, Colombia, Costa Rica, Ecuador, Chile, and Mexico, and managing over $0 billion in assets.
Financial Services
Finance
Soar Lending is a leading finance company based in St Petersburg, Florida, specializing in innovative lending solutions for a diverse range of clients.
We provide a comprehensive suite of financing options, including traditional mortgages, commercial lending, and global client financing, catering to both domestic and foreign national borrowers. Our expertise extends to FHA loans, home purchases, and refinances, ensuring tailored solutions for every client’s unique needs.
Soar Lending distinguishes itself through a commitment to understanding and addressing the specific challenges faced by our clients, particularly those seeking international financing. We pride ourselves on our responsiveness and dedication to building long-term relationships. Founded in 2016, Soar Lending has rapidly grown to serve over 237 clients, with a team of 12 professionals. We are an NMLS-licensed Equal Housing Lender (NMLS ID 1492187).
We provide a comprehensive suite of financing options, including traditional mortgages, commercial lending, and global client financing, catering to both domestic and foreign national borrowers. Our expertise extends to FHA loans, home purchases, and refinances, ensuring tailored solutions for every client’s unique needs.
Soar Lending distinguishes itself through a commitment to understanding and addressing the specific challenges faced by our clients, particularly those seeking international financing. We pride ourselves on our responsiveness and dedication to building long-term relationships. Founded in 2016, Soar Lending has rapidly grown to serve over 237 clients, with a team of 12 professionals. We are an NMLS-licensed Equal Housing Lender (NMLS ID 1492187).
Financial Services
Finance
Beyond Numbers is a leading bookkeeping firm based in Anchorage, Alaska, dedicated to empowering businesses with exceptional financial management services.
We specialize in providing comprehensive accounting, bookkeeping, and payroll solutions to small businesses across Alaska, ensuring accuracy, efficiency, and peace of mind.
What sets Beyond Numbers apart is our commitment to personalized support, leveraging technology to streamline processes and fostering strong, collaborative relationships with our clients. We prioritize tax-ready bookkeeping and strategic financial insights, helping businesses achieve clarity and sustainable growth.
Founded in 2015 and now employing 5-50 people, Beyond Numbers is a woman-owned and operated Alaskan company, led by Kirstie, who brings a personal touch to every client relationship.
We specialize in providing comprehensive accounting, bookkeeping, and payroll solutions to small businesses across Alaska, ensuring accuracy, efficiency, and peace of mind.
What sets Beyond Numbers apart is our commitment to personalized support, leveraging technology to streamline processes and fostering strong, collaborative relationships with our clients. We prioritize tax-ready bookkeeping and strategic financial insights, helping businesses achieve clarity and sustainable growth.
Founded in 2015 and now employing 5-50 people, Beyond Numbers is a woman-owned and operated Alaskan company, led by Kirstie, who brings a personal touch to every client relationship.
Financial Services
Finance
Zenda Financial is a Jersey City, New Jersey-based funding mentorship firm specializing in helping small businesses climb the funding ladder, step by step.
We provide a unique, mentor-led approach to securing capital, guiding business owners from high-risk initial funding to bank-tier terms. Unlike traditional brokers who simply place clients on available capital, Zenda focuses on building borrowers – understanding their business’s true standing and crafting a tailored strategy for sustainable growth.
Our team of seasoned funding mentors, with over 20 years of collective experience, diagnose a business’s funding profile, strategize a 6-12 month climb plan, and provide ongoing mentorship through each step. We’ve helped over 10,000 businesses graduate to the funding they deserve, fostering clarity, integrity, and a people-first approach to financial success.
Zenda Financial: Where small businesses find a true funding partner.
We provide a unique, mentor-led approach to securing capital, guiding business owners from high-risk initial funding to bank-tier terms. Unlike traditional brokers who simply place clients on available capital, Zenda focuses on building borrowers – understanding their business’s true standing and crafting a tailored strategy for sustainable growth.
Our team of seasoned funding mentors, with over 20 years of collective experience, diagnose a business’s funding profile, strategize a 6-12 month climb plan, and provide ongoing mentorship through each step. We’ve helped over 10,000 businesses graduate to the funding they deserve, fostering clarity, integrity, and a people-first approach to financial success.
Zenda Financial: Where small businesses find a true funding partner.
Financial Services
Finance
Smith Salley Wealth Management is a Greensboro, North Carolina-based fee-only wealth management firm dedicated to providing comprehensive financial planning, investment management, and corporate trustee services.
We serve individuals and families seeking personalized guidance to achieve their long-term financial goals. Our approach centers on understanding your unique circumstances and building a tailored strategy to safeguard and grow your wealth.
As a trusted partner, Smith Salley prioritizes transparency, fiduciary responsibility, and ongoing communication, ensuring you remain fully informed and involved in your financial journey. We’ve been helping clients in North Carolina since 2003, managing over $2.89 billion in assets and serving more than 1100 families.
We serve individuals and families seeking personalized guidance to achieve their long-term financial goals. Our approach centers on understanding your unique circumstances and building a tailored strategy to safeguard and grow your wealth.
As a trusted partner, Smith Salley prioritizes transparency, fiduciary responsibility, and ongoing communication, ensuring you remain fully informed and involved in your financial journey. We’ve been helping clients in North Carolina since 2003, managing over $2.89 billion in assets and serving more than 1100 families.
Financial Services
Finance
Merchant Solutions Corp is a leading payment processing and POS systems provider based in Miami, Florida, serving a diverse range of businesses from restaurants and retail to healthcare and service providers.
We specialize in delivering comprehensive solutions, including Clover, Square, Ingenico, and PAX hardware, alongside robust software options. Our mission is to empower businesses of all sizes with reliable, affordable, and customized payment processing solutions.
Merchant Solutions Corp distinguishes itself through its commitment to next-day funding, free hardware programs, and dedicated customer support. With over a decade of experience, we’ve processed over $2 billion in volume and supported tens of thousands of businesses across North America, building a reputation for integrity and dependable service. We are dedicated to providing a seamless and effortless payment processing experience for our clients.
We specialize in delivering comprehensive solutions, including Clover, Square, Ingenico, and PAX hardware, alongside robust software options. Our mission is to empower businesses of all sizes with reliable, affordable, and customized payment processing solutions.
Merchant Solutions Corp distinguishes itself through its commitment to next-day funding, free hardware programs, and dedicated customer support. With over a decade of experience, we’ve processed over $2 billion in volume and supported tens of thousands of businesses across North America, building a reputation for integrity and dependable service. We are dedicated to providing a seamless and effortless payment processing experience for our clients.
Financial Services
Finance
FCR Collection Services is a leading debt collection agency based in Irvine, California, specializing in recovering outstanding debts for businesses across a wide range of industries.
For over two decades – since 2001 – we’ve been dedicated to providing cost-effective, ethical, and reliable collection services to clients in the Financial Services, Healthcare, Fitness, Education, Government, Retail, eCommerce, and Service Industries sectors.
FCR Collection Services distinguishes itself through a customer-centric approach, leveraging advanced tools and tactics to maximize recovery rates and improve the overall experience for individuals resolving their debt. We consistently outperform national collection agencies, demonstrating our commitment to both client success and positive customer interactions.
With a team of 24 professionals and a proven track record, FCR Collection Services is a trusted partner for businesses seeking efficient and compliant debt recovery solutions.
For over two decades – since 2001 – we’ve been dedicated to providing cost-effective, ethical, and reliable collection services to clients in the Financial Services, Healthcare, Fitness, Education, Government, Retail, eCommerce, and Service Industries sectors.
FCR Collection Services distinguishes itself through a customer-centric approach, leveraging advanced tools and tactics to maximize recovery rates and improve the overall experience for individuals resolving their debt. We consistently outperform national collection agencies, demonstrating our commitment to both client success and positive customer interactions.
With a team of 24 professionals and a proven track record, FCR Collection Services is a trusted partner for businesses seeking efficient and compliant debt recovery solutions.
Financial Services
Finance
Technology Finance is a Scottsdale, Arizona-based independent equipment leasing company specializing in IT infrastructure, enterprise software, and managed services financing.
We provide flexible financing solutions to a diverse range of clients, from early-stage tech firms to Fortune 100 enterprises, often stepping in when traditional bank financing is unavailable. Our team combines deep industry expertise with responsive service to help partners grow revenue and close more deals.
Founded in 2004, Technology Finance has a proven track record of securing credit for companies with non-traditional financial profiles. We offer a streamlined leasing process that preserves established lines of credit and supports strategic growth projects. Technology Finance helps partners access the capital they need to thrive in today’s competitive market.
We provide flexible financing solutions to a diverse range of clients, from early-stage tech firms to Fortune 100 enterprises, often stepping in when traditional bank financing is unavailable. Our team combines deep industry expertise with responsive service to help partners grow revenue and close more deals.
Founded in 2004, Technology Finance has a proven track record of securing credit for companies with non-traditional financial profiles. We offer a streamlined leasing process that preserves established lines of credit and supports strategic growth projects. Technology Finance helps partners access the capital they need to thrive in today’s competitive market.
Financial Services
Finance
Business Cash Advance is a US-based financial services provider specializing in **business investments** for small businesses in Florida and beyond.
We offer **unsecured business investments** to entrepreneurs who may not qualify for traditional loans, providing crucial working capital when it’s needed most. Our platform facilitates access to up to 150% of a business’s monthly deposits, enabling rapid growth and operational flexibility. We cater to businesses with limited credit history, focusing on verifiable business activity demonstrated through bank statements.
Unlike traditional loans, our investments don’t involve interest charges, offering a straightforward and accessible funding solution. With a strong A+ rating from the Better Business Bureau, Business Cash Advance prioritizes transparency and reliability for our clients.
Established in 2002, we’ve supported countless small businesses with flexible funding options, building a reputation for responsiveness and commitment to our clients’ success.
We offer **unsecured business investments** to entrepreneurs who may not qualify for traditional loans, providing crucial working capital when it’s needed most. Our platform facilitates access to up to 150% of a business’s monthly deposits, enabling rapid growth and operational flexibility. We cater to businesses with limited credit history, focusing on verifiable business activity demonstrated through bank statements.
Unlike traditional loans, our investments don’t involve interest charges, offering a straightforward and accessible funding solution. With a strong A+ rating from the Better Business Bureau, Business Cash Advance prioritizes transparency and reliability for our clients.
Established in 2002, we’ve supported countless small businesses with flexible funding options, building a reputation for responsiveness and commitment to our clients’ success.
Financial Services
Finance
Wilcox Financial is a leading financial services and consulting firm based in Toledo, Ohio, dedicated to providing comprehensive financial planning and asset management solutions.
For over 60 years, Wilcox Financial has served a diverse clientele, including corporations, executives, small business owners, and high-net-worth individuals across Ohio and surrounding states. We specialize in investment planning, retirement planning, estate planning, tax planning, and business planning, helping our clients achieve their long-term financial goals.
What distinguishes Wilcox Financial is our personalized approach and commitment to building lasting relationships. We work closely with each client to understand their unique needs and develop tailored strategies to safeguard and grow their wealth. Our team of experienced financial advisors, backed by Raymond James, provides expert guidance and support every step of the way.
Founded in 1982, Wilcox Financial has a strong reputation for integrity, professionalism, and client satisfaction. We are proud to be a trusted partner in our clients’ financial journeys.
For over 60 years, Wilcox Financial has served a diverse clientele, including corporations, executives, small business owners, and high-net-worth individuals across Ohio and surrounding states. We specialize in investment planning, retirement planning, estate planning, tax planning, and business planning, helping our clients achieve their long-term financial goals.
What distinguishes Wilcox Financial is our personalized approach and commitment to building lasting relationships. We work closely with each client to understand their unique needs and develop tailored strategies to safeguard and grow their wealth. Our team of experienced financial advisors, backed by Raymond James, provides expert guidance and support every step of the way.
Founded in 1982, Wilcox Financial has a strong reputation for integrity, professionalism, and client satisfaction. We are proud to be a trusted partner in our clients’ financial journeys.
Financial Services
Finance
The Manning Companies is a San Diego, California-based wealth management firm specializing in providing coordinated financial guidance to business owners, executives, nonprofits, and families.
We believe wealth is most meaningful when it’s connected to purpose. At The Manning Companies, we work with our clients to build comprehensive financial plans that address their unique needs and goals, encompassing investment strategy, risk management, business succession, philanthropic planning, and estate planning.
Our approach is rooted in experience and integrity, leveraging decades of combined expertise to navigate complex financial landscapes and deliver tailored solutions. We’re committed to building lasting relationships based on trust and a shared understanding of what truly matters. Wealth Management, Wealth Transfer, Estate Planning
We believe wealth is most meaningful when it’s connected to purpose. At The Manning Companies, we work with our clients to build comprehensive financial plans that address their unique needs and goals, encompassing investment strategy, risk management, business succession, philanthropic planning, and estate planning.
Our approach is rooted in experience and integrity, leveraging decades of combined expertise to navigate complex financial landscapes and deliver tailored solutions. We’re committed to building lasting relationships based on trust and a shared understanding of what truly matters. Wealth Management, Wealth Transfer, Estate Planning
Financial Services
Finance
Wealth Advisors Group is a Fort Wayne, Indiana-based financial planning services company dedicated to providing personalized wealth management solutions.
We specialize in guiding successful individuals and families through complex financial decisions, offering a comprehensive approach that encompasses financial planning, investment management, tax planning, and estate planning.
What sets Wealth Advisors Group apart is our commitment to acting as a fiduciary, prioritizing your best interests above all else. We build lasting relationships based on trust, transparency, and a deep understanding of your unique goals and values. Our team of award-winning advisors brings extensive experience and professional designations to every client relationship, ensuring you receive expert guidance every step of the way.
Since 1991, we’ve been dedicated to simplifying the complexities of finance and helping our clients invest in life’s moments – from family legacies to business growth and retirement security.
We specialize in guiding successful individuals and families through complex financial decisions, offering a comprehensive approach that encompasses financial planning, investment management, tax planning, and estate planning.
What sets Wealth Advisors Group apart is our commitment to acting as a fiduciary, prioritizing your best interests above all else. We build lasting relationships based on trust, transparency, and a deep understanding of your unique goals and values. Our team of award-winning advisors brings extensive experience and professional designations to every client relationship, ensuring you receive expert guidance every step of the way.
Since 1991, we’ve been dedicated to simplifying the complexities of finance and helping our clients invest in life’s moments – from family legacies to business growth and retirement security.
Financial Services
Finance
Steadfast Direct is a California-based private wealth platform connecting accredited investors with institutional-quality multifamily real estate opportunities.
Backed by over 30 years of experience and more than $8 billion in transactions, Steadfast Direct offers direct access to stabilized and income-producing apartment communities, structured for durability and long-term value creation.
Our vertically integrated approach, combined with disciplined acquisitions and sponsor co-investment, ensures transparency, minimized risk, and a target net annual return of 6.5%. We prioritize investor education and align our incentives with your success, providing a truly collaborative investment experience.
Steadfast Direct’s proven track record includes managing 55,000+ units across 22 states and delivering a 33.1% average IRR on realized multifamily investments.
Backed by over 30 years of experience and more than $8 billion in transactions, Steadfast Direct offers direct access to stabilized and income-producing apartment communities, structured for durability and long-term value creation.
Our vertically integrated approach, combined with disciplined acquisitions and sponsor co-investment, ensures transparency, minimized risk, and a target net annual return of 6.5%. We prioritize investor education and align our incentives with your success, providing a truly collaborative investment experience.
Steadfast Direct’s proven track record includes managing 55,000+ units across 22 states and delivering a 33.1% average IRR on realized multifamily investments.
Financial Services
Finance
Applied Financial Planning, Inc is a California-based financial advisory firm dedicated to helping individuals and families achieve financial independence and build lasting legacies.
We provide a comprehensive suite of services, including financial planning, retirement planning, investment management, estate planning, and tax planning, all delivered with a personalized approach and a commitment to acting as a fiduciary.
What distinguishes Applied Financial Planning is our focus on building strong, long-term relationships with our clients, offering customized strategies tailored to their unique needs and goals. We combine the expertise of a seasoned team with the personal attention of a trusted advisor, ensuring you receive the guidance and support you need to navigate your financial journey. Our team is committed to helping you find financial independence and lead a life of financial significance.
As fiduciaries, we are not tied to a particular family of funds or investment products, allowing us to make recommendations based solely on what’s best for you. We offer integrated tax planning and utilize tools like the SECURE Act RMD Calculator and 401(K) Calculator to help you plan for the future.
We provide a comprehensive suite of services, including financial planning, retirement planning, investment management, estate planning, and tax planning, all delivered with a personalized approach and a commitment to acting as a fiduciary.
What distinguishes Applied Financial Planning is our focus on building strong, long-term relationships with our clients, offering customized strategies tailored to their unique needs and goals. We combine the expertise of a seasoned team with the personal attention of a trusted advisor, ensuring you receive the guidance and support you need to navigate your financial journey. Our team is committed to helping you find financial independence and lead a life of financial significance.
As fiduciaries, we are not tied to a particular family of funds or investment products, allowing us to make recommendations based solely on what’s best for you. We offer integrated tax planning and utilize tools like the SECURE Act RMD Calculator and 401(K) Calculator to help you plan for the future.
Financial Services
Finance
Integrity Tax Consulting is a national firm specializing in real estate and personal property tax services, headquartered in Fort Wayne, Indiana.
We are dedicated to reducing your property tax liability and improving overall tax performance, ensuring you only pay what is owed. Our team of certified Level III Assessor Appraisers leverages over 115 years of combined experience to deliver optimal results.
Integrity Tax Consulting employs a unique, non-adversarial approach to property tax appeals, fostering cooperative relationships with local officials and consistently achieving a 99% recovery rate for our clients. We provide comprehensive services including assessed values, property tax review, and assessment analysis, helping businesses maximize profitability and minimize tax burdens.
We save our clients an average of 25-30% on their taxes, and have a proven track record of success, as demonstrated by our ability to secure over $13.8 million in savings for a global leader in retail and wholesale distribution, and $9.6 million for a steel industry giant.
We are dedicated to reducing your property tax liability and improving overall tax performance, ensuring you only pay what is owed. Our team of certified Level III Assessor Appraisers leverages over 115 years of combined experience to deliver optimal results.
Integrity Tax Consulting employs a unique, non-adversarial approach to property tax appeals, fostering cooperative relationships with local officials and consistently achieving a 99% recovery rate for our clients. We provide comprehensive services including assessed values, property tax review, and assessment analysis, helping businesses maximize profitability and minimize tax burdens.
We save our clients an average of 25-30% on their taxes, and have a proven track record of success, as demonstrated by our ability to secure over $13.8 million in savings for a global leader in retail and wholesale distribution, and $9.6 million for a steel industry giant.
Financial Services
Finance
I-ON Digital Corp is a St. Petersburg, Florida-based digital asset banking company specializing in the digitization and tokenization of real-world assets, particularly in-situ gold.
We transform physical gold into blockchain-secured digital securities and stablecoins, bridging the gap between traditional finance (TradFi) and decentralized finance (DeFi).
I-ON Digital leverages a proprietary Digital Asset Technology (DAT) platform, incorporating hybrid blockchain, smart contracts, and institutional-grade compliance to unlock untapped resource value sustainably. Our flagship asset, IONau, is backed by LBMA-priced, physically allocated gold, offering institutional-grade security and liquidity.
Through strategic partnerships and its founding role in the RWA Federation, I-ON is architecting an institutional-grade tokenization framework, empowering banks and institutions to securely tokenize and deploy real-world assets in scalable on-chain markets. IONau and I-ON’s Digital Gold Treasury represent the future of gold investment.
We transform physical gold into blockchain-secured digital securities and stablecoins, bridging the gap between traditional finance (TradFi) and decentralized finance (DeFi).
I-ON Digital leverages a proprietary Digital Asset Technology (DAT) platform, incorporating hybrid blockchain, smart contracts, and institutional-grade compliance to unlock untapped resource value sustainably. Our flagship asset, IONau, is backed by LBMA-priced, physically allocated gold, offering institutional-grade security and liquidity.
Through strategic partnerships and its founding role in the RWA Federation, I-ON is architecting an institutional-grade tokenization framework, empowering banks and institutions to securely tokenize and deploy real-world assets in scalable on-chain markets. IONau and I-ON’s Digital Gold Treasury represent the future of gold investment.
Financial Services
Finance
Legacy PCG is a leading wealth management firm based in Irvine, California, dedicated to helping high-net-worth individuals and families build and preserve their financial legacies.
We specialize in providing comprehensive financial planning services, including retirement, education, trust & estate, business, cash flow, insurance, and tax planning. Our unique approach centers around the Round Table of Advisors, a collaborative process that ensures alignment of goals and strategies across all your professional advisors – your tax advisors, estate planners, business managers, and attorney.
At Legacy PCG, we prioritize building strong, trusting relationships with our clients, understanding that open communication and a tailored strategy are key to achieving their long-term financial objectives. We’re committed to navigating the complexities of wealth management with a personalized touch, ensuring your financial future is secure and aligned with your aspirations.
We specialize in providing comprehensive financial planning services, including retirement, education, trust & estate, business, cash flow, insurance, and tax planning. Our unique approach centers around the Round Table of Advisors, a collaborative process that ensures alignment of goals and strategies across all your professional advisors – your tax advisors, estate planners, business managers, and attorney.
At Legacy PCG, we prioritize building strong, trusting relationships with our clients, understanding that open communication and a tailored strategy are key to achieving their long-term financial objectives. We’re committed to navigating the complexities of wealth management with a personalized touch, ensuring your financial future is secure and aligned with your aspirations.
Financial Services
Finance
First Choice Debt Relief is a leading debt relief agency based in Irvine, California, specializing in helping individuals across the United States manage and reduce their outstanding debts.
We provide comprehensive debt solutions, including debt settlement, debt negotiation, and debt consolidation, empowering clients to regain control of their finances and achieve financial freedom. Our services are designed for individuals struggling with credit card debt, medical bills, personal loans, and other forms of unsecured debt.
First Choice Debt Relief distinguishes itself through a commitment to personalized support and transparent communication. Since 2008, we’ve built a strong reputation for integrity and delivering tangible results. We operate with an A+ rating from the Better Business Bureau, reflecting our dedication to ethical practices and client satisfaction. We are a team of experienced debt specialists dedicated to providing compassionate guidance and effective strategies for debt resolution.
With a team of 12 professionals, we’re dedicated to helping you find a path to a brighter financial future.
We provide comprehensive debt solutions, including debt settlement, debt negotiation, and debt consolidation, empowering clients to regain control of their finances and achieve financial freedom. Our services are designed for individuals struggling with credit card debt, medical bills, personal loans, and other forms of unsecured debt.
First Choice Debt Relief distinguishes itself through a commitment to personalized support and transparent communication. Since 2008, we’ve built a strong reputation for integrity and delivering tangible results. We operate with an A+ rating from the Better Business Bureau, reflecting our dedication to ethical practices and client satisfaction. We are a team of experienced debt specialists dedicated to providing compassionate guidance and effective strategies for debt resolution.
With a team of 12 professionals, we’re dedicated to helping you find a path to a brighter financial future.
Financial Services
Finance
Aspire Mortgage Advisors is a leading mortgage advisor based in Plano, Texas, dedicated to helping Texans achieve their homeownership dreams.
We specialize in providing a personalized and supportive experience for clients seeking a wide range of mortgage solutions, including Single Family Home Loans, FHA, USDA, VA Loans, and more. Our team of experienced loan officers is committed to finding the right loan to fit your individual needs and financial goals.
At Aspire Mortgage Advisors, we prioritize building long-term relationships with our clients, offering expert guidance and transparent communication throughout the entire mortgage process. We aspire to be your lender for life, providing exceptional service and competitive rates. Serving Texas, Colorado, Florida, Idaho, Oklahoma, Tennessee, North Carolina, South Carolina, California, Arkansas, New Hampshire, Washington, Illinois, Montana, Ohio, Alabama, Pennsylvania, Maryland, Georgia, North Dakota, Oregon, and Maine.
We specialize in providing a personalized and supportive experience for clients seeking a wide range of mortgage solutions, including Single Family Home Loans, FHA, USDA, VA Loans, and more. Our team of experienced loan officers is committed to finding the right loan to fit your individual needs and financial goals.
At Aspire Mortgage Advisors, we prioritize building long-term relationships with our clients, offering expert guidance and transparent communication throughout the entire mortgage process. We aspire to be your lender for life, providing exceptional service and competitive rates. Serving Texas, Colorado, Florida, Idaho, Oklahoma, Tennessee, North Carolina, South Carolina, California, Arkansas, New Hampshire, Washington, Illinois, Montana, Ohio, Alabama, Pennsylvania, Maryland, Georgia, North Dakota, Oregon, and Maine.
Financial Services
Finance
Green Brick Mortgage is a full-service mortgage banking firm headquartered in Plano, Texas, dedicated to providing exceptional financial solutions for homebuyers.
We specialize in tailoring mortgage solutions to meet the unique needs of each client, offering a comprehensive range of programs including Conventional, VA, FHA, USDA, Jumbo, and First-Time Homebuyer loans.
At Green Brick Mortgage, we pride ourselves on fostering strong relationships with our clients and Green Brick Partners, Inc., ensuring a seamless and supportive home buying journey. We are committed to making your dream home a reality, offering competitive rates and fees, and providing expert guidance every step of the way.
Our experienced team is here to help you navigate the complexities of the mortgage process, whether you’re a veteran seeking a VA loan or a first-time buyer looking for a low-down payment option.
NMLS ID: 2618876
We specialize in tailoring mortgage solutions to meet the unique needs of each client, offering a comprehensive range of programs including Conventional, VA, FHA, USDA, Jumbo, and First-Time Homebuyer loans.
At Green Brick Mortgage, we pride ourselves on fostering strong relationships with our clients and Green Brick Partners, Inc., ensuring a seamless and supportive home buying journey. We are committed to making your dream home a reality, offering competitive rates and fees, and providing expert guidance every step of the way.
Our experienced team is here to help you navigate the complexities of the mortgage process, whether you’re a veteran seeking a VA loan or a first-time buyer looking for a low-down payment option.
NMLS ID: 2618876
Financial Services
Finance
ACH Processing Company is a leading provider of comprehensive payment solutions for businesses in Texas and across the United States.
For over 25 years, we’ve been dedicated to simplifying complex payment processes, offering a robust suite of services including ACH processing, credit card processing, and PCard solutions. We empower businesses of all sizes – from small startups to established enterprises – to streamline their transactions and improve cash flow.
Our cloud-based platform and web services API provide secure and efficient electronic payments, supporting B2B payments, paperless payments, and point-of-sale applications. We’re committed to delivering reliable and scalable payment infrastructure, ensuring seamless operations for our clients. Founded in 1998, ACH Processing Company now serves over 10,000 business entities, demonstrating our commitment to quality and customer satisfaction.
For over 25 years, we’ve been dedicated to simplifying complex payment processes, offering a robust suite of services including ACH processing, credit card processing, and PCard solutions. We empower businesses of all sizes – from small startups to established enterprises – to streamline their transactions and improve cash flow.
Our cloud-based platform and web services API provide secure and efficient electronic payments, supporting B2B payments, paperless payments, and point-of-sale applications. We’re committed to delivering reliable and scalable payment infrastructure, ensuring seamless operations for our clients. Founded in 1998, ACH Processing Company now serves over 10,000 business entities, demonstrating our commitment to quality and customer satisfaction.
Financial Services
Finance
Imagine Real Lending is a Texas-based mortgage lender dedicated to simplifying the home buying and refinancing process for homebuyers.
We specialize in a wide range of mortgage products, including conventional, FHA, VA, USDA, and jumbo loans, catering to diverse needs such as first-time homebuyers, cash-out refinances, and land loans. Our goal is to help you find the right mortgage program that meets your lending needs and provides a seamless experience.
At Imagine Real Lending, we pride ourselves on our commitment to personalized service and expert guidance. With a team of experienced loan advisors, we ensure that every step of your journey is as easy and pleasant as possible. We are an NMLS licensed lender (NMLS 2485303) and committed to equal opportunity employment.
We specialize in a wide range of mortgage products, including conventional, FHA, VA, USDA, and jumbo loans, catering to diverse needs such as first-time homebuyers, cash-out refinances, and land loans. Our goal is to help you find the right mortgage program that meets your lending needs and provides a seamless experience.
At Imagine Real Lending, we pride ourselves on our commitment to personalized service and expert guidance. With a team of experienced loan advisors, we ensure that every step of your journey is as easy and pleasant as possible. We are an NMLS licensed lender (NMLS 2485303) and committed to equal opportunity employment.
Financial Services
Finance
Miller Financial Services is a Richmond, Virginia-based wealth management firm specializing in personalized financial planning and investment solutions for affluent clients.
We are dedicated to helping individuals and families achieve their long-term financial goals through a values-based approach, combining deep expertise with a commitment to exceptional service.
At Miller Financial Services, we prioritize understanding your unique circumstances and crafting tailored strategies encompassing wealth planning, retirement planning, estate planning, and risk management – all within the framework of Northwestern Mutual’s robust platform. Our team, led by Jeffrey Miller, focuses on building lasting relationships and providing proactive guidance to navigate life’s financial transitions.
Founded in 1987, Miller Financial Services has a long-standing history of providing comprehensive financial solutions, and we are proud to be part of the OnePoint BFG Wealth Partners network. We believe in creating financial mindfulness that propels life’s passions.
We are dedicated to helping individuals and families achieve their long-term financial goals through a values-based approach, combining deep expertise with a commitment to exceptional service.
At Miller Financial Services, we prioritize understanding your unique circumstances and crafting tailored strategies encompassing wealth planning, retirement planning, estate planning, and risk management – all within the framework of Northwestern Mutual’s robust platform. Our team, led by Jeffrey Miller, focuses on building lasting relationships and providing proactive guidance to navigate life’s financial transitions.
Founded in 1987, Miller Financial Services has a long-standing history of providing comprehensive financial solutions, and we are proud to be part of the OnePoint BFG Wealth Partners network. We believe in creating financial mindfulness that propels life’s passions.
Financial Services
Finance
Pathway Financial Inc is a nationwide financial services company based in Rolling Meadows, Illinois, specializing in providing small businesses and real estate investors with access to up to $150,000 in unsecured business capital.
We connect entrepreneurs and business owners with national lenders, offering flexible financing solutions with 0% interest for 6-18 months, regardless of credit or income. Our unique approach eliminates traditional restrictions and collateral requirements, empowering businesses to focus on growth and expansion.
Founded in 2005, Pathway Financial leverages decades of industry expertise and established banking relationships to simplify the funding process. We are dedicated to supporting the vital role of small businesses within the US economy, providing the capital they need to thrive.
Pathway Financial’s team of industry veterans provides tailored solutions, ensuring clients receive the necessary tools to achieve their business goals.
We connect entrepreneurs and business owners with national lenders, offering flexible financing solutions with 0% interest for 6-18 months, regardless of credit or income. Our unique approach eliminates traditional restrictions and collateral requirements, empowering businesses to focus on growth and expansion.
Founded in 2005, Pathway Financial leverages decades of industry expertise and established banking relationships to simplify the funding process. We are dedicated to supporting the vital role of small businesses within the US economy, providing the capital they need to thrive.
Pathway Financial’s team of industry veterans provides tailored solutions, ensuring clients receive the necessary tools to achieve their business goals.
Financial Services
Finance
SV Workday Training is a leading provider of Workday training solutions based in New Jersey, specializing in online and classroom-based courses for HCM, Financials, and Prism Analytics. We empower HR professionals and business leaders with the skills needed to effectively manage their workforce and finances using Workday.
Our comprehensive training programs cover a wide range of Workday modules, including HCM Payroll, Time Tracking, Financial Management, and Reporting. We cater to businesses of all sizes, offering tailored training solutions to meet their specific needs.
SV Workday Training distinguishes itself through its experienced instructors, practical hands-on training, and strong industry connections. We are dedicated to providing our students with the knowledge and skills they need to succeed in today’s competitive job market. We are a trusted partner for organizations seeking to maximize their investment in Workday and drive business results.
Established in 2016, SV Workday Training has quickly become a recognized name in the Workday training community, serving clients across the United States. We are committed to continuous improvement and innovation, ensuring that our training programs remain at the forefront of the Workday landscape.
Our comprehensive training programs cover a wide range of Workday modules, including HCM Payroll, Time Tracking, Financial Management, and Reporting. We cater to businesses of all sizes, offering tailored training solutions to meet their specific needs.
SV Workday Training distinguishes itself through its experienced instructors, practical hands-on training, and strong industry connections. We are dedicated to providing our students with the knowledge and skills they need to succeed in today’s competitive job market. We are a trusted partner for organizations seeking to maximize their investment in Workday and drive business results.
Established in 2016, SV Workday Training has quickly become a recognized name in the Workday training community, serving clients across the United States. We are committed to continuous improvement and innovation, ensuring that our training programs remain at the forefront of the Workday landscape.
Financial Services
Finance
BNL Finance is a leading financial news, research, and analysis platform headquartered in Orlando, Florida.
We provide comprehensive stock research, portfolio holdings, and trading data to over 100 members who subscribe to our premium membership program.
BNL Finance leverages artificial intelligence and data visualization through our BNLMA Platform, offering unprecedented levels of equity research. Our focus is on delivering actionable insights to investors and traders, empowering them to make informed decisions in the dynamic equity markets.
Founded in 2016, BNL Finance has rapidly grown to become the fastest-growing financial content and paid membership program in the industry, employing a team of 3-50 professionals.
We provide comprehensive stock research, portfolio holdings, and trading data to over 100 members who subscribe to our premium membership program.
BNL Finance leverages artificial intelligence and data visualization through our BNLMA Platform, offering unprecedented levels of equity research. Our focus is on delivering actionable insights to investors and traders, empowering them to make informed decisions in the dynamic equity markets.
Founded in 2016, BNL Finance has rapidly grown to become the fastest-growing financial content and paid membership program in the industry, employing a team of 3-50 professionals.
Financial Services
Finance
Adaptiv Payments is a St Petersburg, Florida-based high-risk merchant account provider specializing in secure payment processing solutions for businesses facing challenges with traditional processors.
We cater to a diverse range of industries, including CBD, kratom, nutraceuticals, online gaming, telehealth, and more – businesses often overlooked by mainstream financial institutions. Adaptiv Payments helps these companies overcome payment processing hurdles and achieve sustainable growth.
What sets Adaptiv Payments apart is our extensive network of banking relationships, enabling us to offer fast approvals, competitive rates, and dedicated support. We provide chargeback prevention tools and fraud protection, ensuring a reliable and secure payment experience. Our commitment to understanding the unique needs of high-risk businesses drives our innovative approach and dedication to long-term partnerships.
We cater to a diverse range of industries, including CBD, kratom, nutraceuticals, online gaming, telehealth, and more – businesses often overlooked by mainstream financial institutions. Adaptiv Payments helps these companies overcome payment processing hurdles and achieve sustainable growth.
What sets Adaptiv Payments apart is our extensive network of banking relationships, enabling us to offer fast approvals, competitive rates, and dedicated support. We provide chargeback prevention tools and fraud protection, ensuring a reliable and secure payment experience. Our commitment to understanding the unique needs of high-risk businesses drives our innovative approach and dedication to long-term partnerships.
Financial Services
Finance
Quilligence is an Orlando, Florida-based open source intelligence consultancy. We journey deep into cyberspace to uncover clues and untangle insights from open data, helping attorneys, businesses, and governments look into the future.
Quilligence specializes in providing tailored investigative services, leveraging our unique tradecraft and emerging technologies to analyze open Internet and public records data. Our team, comprised of attorneys, academics, subject matter experts, and linguists, delivers superior value without the offshoring and automation typical of larger competitors.
Founded in 2013, Quilligence, LLC, a woman-owned small business, offers a depth of experience unmatched by many competitors, having previously served Fortune 500 commercial clients and senior administration officials of the U.S. Intelligence Community. We maintain active high-level national security clearances and work with a network of regional specialists to ensure comprehensive global coverage.
Quilligence specializes in providing tailored investigative services, leveraging our unique tradecraft and emerging technologies to analyze open Internet and public records data. Our team, comprised of attorneys, academics, subject matter experts, and linguists, delivers superior value without the offshoring and automation typical of larger competitors.
Founded in 2013, Quilligence, LLC, a woman-owned small business, offers a depth of experience unmatched by many competitors, having previously served Fortune 500 commercial clients and senior administration officials of the U.S. Intelligence Community. We maintain active high-level national security clearances and work with a network of regional specialists to ensure comprehensive global coverage.
Financial Services
Finance
Private Mortgage Leads is an AI-powered lead generation platform specializing in private money loans, based in Irvine, California.
We provide high-quality leads – including Hard Money, Fix and Flip, DSCR, and STR/LTR loan leads – to private mortgage lenders across the United States. Our mission is to streamline the lead acquisition process for lenders, enabling them to focus on closing deals and growing their businesses.
Since 2004, Private Mortgage Leads has leveraged a holistic digital marketing approach, combining industry expertise with cutting-edge AI technology to deliver targeted leads at efficient price points. We’re dedicated to providing a reliable and scalable solution for private money lenders seeking to expand their reach and maximize profitability.
We provide high-quality leads – including Hard Money, Fix and Flip, DSCR, and STR/LTR loan leads – to private mortgage lenders across the United States. Our mission is to streamline the lead acquisition process for lenders, enabling them to focus on closing deals and growing their businesses.
Since 2004, Private Mortgage Leads has leveraged a holistic digital marketing approach, combining industry expertise with cutting-edge AI technology to deliver targeted leads at efficient price points. We’re dedicated to providing a reliable and scalable solution for private money lenders seeking to expand their reach and maximize profitability.
Financial Services
Finance
Strong Point Financial Inc is a retirement planning firm based in Orlando, Florida, dedicated to providing comprehensive financial security and peace of mind to clients.
We specialize in crafting personalized retirement strategies, incorporating healthcare planning, income planning, investment management, and legacy & estate planning – all underpinned by a fiduciary standard and a commitment to transparency.
What sets Strong Point Financial apart is our integrated approach, combining financial advising with concierge-level tax and legal partnerships, ensuring seamless coordination and maximizing your wealth preservation. We’ve been helping families achieve their retirement goals since 2015, managing over $500 million in assets and boasting a 4.9-star Google rating.
Our TrueCourse™ Roadmap provides a five-pillar assessment to guide your journey, and we limit our client base to ensure personalized attention.
We specialize in crafting personalized retirement strategies, incorporating healthcare planning, income planning, investment management, and legacy & estate planning – all underpinned by a fiduciary standard and a commitment to transparency.
What sets Strong Point Financial apart is our integrated approach, combining financial advising with concierge-level tax and legal partnerships, ensuring seamless coordination and maximizing your wealth preservation. We’ve been helping families achieve their retirement goals since 2015, managing over $500 million in assets and boasting a 4.9-star Google rating.
Our TrueCourse™ Roadmap provides a five-pillar assessment to guide your journey, and we limit our client base to ensure personalized attention.
Financial Services
Finance
CapVal-American Business Appraisers, LLC is a leading provider of business valuation services, with its primary offices in Raleigh/Durham and Wilmington, North Carolina, Atlanta, Georgia, and Mobile, Alabama.
We specialize in delivering independent and defensible opinions of value for a wide range of business needs, including financial reporting, estate and gift planning, litigation support, and corporate transactions.
CapVal-ABA’s experienced team of professionals, with an average of over twenty years of valuation expertise, combines deep industry knowledge with a commitment to personalized service. Our alliance with American Business Appraisers provides access to a national network of valuation experts, ensuring comprehensive support for any project, anywhere in the U.S.
We pride ourselves on clear communication and on-time, on-budget project completion, helping our clients navigate complex valuation challenges with confidence.
We specialize in delivering independent and defensible opinions of value for a wide range of business needs, including financial reporting, estate and gift planning, litigation support, and corporate transactions.
CapVal-ABA’s experienced team of professionals, with an average of over twenty years of valuation expertise, combines deep industry knowledge with a commitment to personalized service. Our alliance with American Business Appraisers provides access to a national network of valuation experts, ensuring comprehensive support for any project, anywhere in the U.S.
We pride ourselves on clear communication and on-time, on-budget project completion, helping our clients navigate complex valuation challenges with confidence.
Financial Services
Finance
Semmax Financial Group is a leading wealth management and retirement planning firm serving retirees and aspiring retirees in Greensboro and Winston Salem, North Carolina.
We provide comprehensive financial solutions, including investment management, retirement planning, insurance, and estate planning, designed to help our clients achieve their long-term financial goals.
Our approach centers on building lasting relationships and offering personalized advice, ensuring our clients can focus on enjoying their lives while we manage their finances with expertise and integrity. We specialize in helping individuals navigate complex financial landscapes and secure a comfortable future.
Founded in 2003, Semmax Financial Group has grown to serve a diverse clientele, committed to delivering exceptional service and results.
We provide comprehensive financial solutions, including investment management, retirement planning, insurance, and estate planning, designed to help our clients achieve their long-term financial goals.
Our approach centers on building lasting relationships and offering personalized advice, ensuring our clients can focus on enjoying their lives while we manage their finances with expertise and integrity. We specialize in helping individuals navigate complex financial landscapes and secure a comfortable future.
Founded in 2003, Semmax Financial Group has grown to serve a diverse clientele, committed to delivering exceptional service and results.
Financial Services
Finance
Heartwood Planning Group is a Fort Wayne, Indiana-based financial planning partnership, part of the Northwestern Mutual Private Client Group. We provide comprehensive, needs-based financial planning solutions to help individuals and families build long-term financial strength and stability.
At Heartwood, we partner with each of our clients to create a holistic plan tailored to their unique goals and aspirations. Our team leverages decades of combined experience, offering expertise in areas such as retirement planning, risk management strategies, investment strategies, and estate planning.
What sets Heartwood apart is our commitment to delivering peace of mind through a personalized and supportive approach. We focus on building lasting relationships and empowering our clients to achieve their financial dreams. We are an award-winning team, recognized by Forbes as a Best-in-State Top Financial Security Professional.
At Heartwood, we partner with each of our clients to create a holistic plan tailored to their unique goals and aspirations. Our team leverages decades of combined experience, offering expertise in areas such as retirement planning, risk management strategies, investment strategies, and estate planning.
What sets Heartwood apart is our commitment to delivering peace of mind through a personalized and supportive approach. We focus on building lasting relationships and empowering our clients to achieve their financial dreams. We are an award-winning team, recognized by Forbes as a Best-in-State Top Financial Security Professional.
Financial Services
Finance
American Payments Solutions is a Sacramento, California-based business solutions provider specializing in payment processing and marketing services for small businesses.
We empower business owners across the United States and Canada with transparent, reliable, and affordable payment solutions, eliminating the complexities and frustrations often associated with traditional merchant processing.
What sets American Payments Solutions apart is our commitment to simplicity, offering no contracts and no term commitments, alongside a dedicated support structure that stands behind our merchant partners. We focus on building lasting relationships and driving business success through tailored solutions and strategic marketing support.
Established in 2021, American Payments Solutions has rapidly grown to serve a diverse range of industries, including restaurants, retail, and e-commerce, with a team of dedicated professionals committed to delivering exceptional service and innovative technology. We are proud to be a trusted partner for businesses seeking to streamline their payment processes and achieve sustainable growth.
We empower business owners across the United States and Canada with transparent, reliable, and affordable payment solutions, eliminating the complexities and frustrations often associated with traditional merchant processing.
What sets American Payments Solutions apart is our commitment to simplicity, offering no contracts and no term commitments, alongside a dedicated support structure that stands behind our merchant partners. We focus on building lasting relationships and driving business success through tailored solutions and strategic marketing support.
Established in 2021, American Payments Solutions has rapidly grown to serve a diverse range of industries, including restaurants, retail, and e-commerce, with a team of dedicated professionals committed to delivering exceptional service and innovative technology. We are proud to be a trusted partner for businesses seeking to streamline their payment processes and achieve sustainable growth.
Financial Services
Finance
JBC Companies is a trusted partner for financial professionals and institutions across the United States, specializing in wealth management and retirement planning solutions. Based in Fort Wayne, Indiana, we empower our clients to achieve their financial goals through strategic coaching, innovative technology, and a commitment to building lasting relationships.
We understand the challenges faced by financial advisors and institutions today – from attracting new clients to optimizing existing programs. Our iWIN instant Wealth Insurance Now platform, combined with our On Purpose Solutions and Estate Glossary, provides a comprehensive toolkit for growth and success.
At JBC Companies, we prioritize a client-centric approach, focusing on delivering measurable results and fostering a culture of trust and collaboration. We’re dedicated to helping you strengthen your lead generation, equip your team, and realize your full potential. Our expertise spans across Life Insurance, Annuities, Long-Term Care, Retirement Planning, and more, ensuring a holistic and tailored approach to your financial needs. Financial Guidance & Services, Wealth Management, Retirement Planning, Strategic Coaching.
We understand the challenges faced by financial advisors and institutions today – from attracting new clients to optimizing existing programs. Our iWIN instant Wealth Insurance Now platform, combined with our On Purpose Solutions and Estate Glossary, provides a comprehensive toolkit for growth and success.
At JBC Companies, we prioritize a client-centric approach, focusing on delivering measurable results and fostering a culture of trust and collaboration. We’re dedicated to helping you strengthen your lead generation, equip your team, and realize your full potential. Our expertise spans across Life Insurance, Annuities, Long-Term Care, Retirement Planning, and more, ensuring a holistic and tailored approach to your financial needs. Financial Guidance & Services, Wealth Management, Retirement Planning, Strategic Coaching.
Financial Services
Finance
HADE Technologies is an Orlando, Florida-based financial software company specializing in investment research solutions for individual investors, finance professionals, and financial institutions.
We leverage cutting-edge technology – including data visualization, data analytics, machine learning, artificial intelligence, and blockchain – to provide unparalleled access to comprehensive financial data. Our Hade Platform boasts over 100,000 data categories, exceeding the scope of traditional financial statement analysis, allowing users to make informed investment decisions.
With machine learning models achieving 63% greater accuracy than Wall Street consensus estimates, HADE Technologies delivers breakthrough technology and real-time, 30-page research reports, empowering users to gain a significant competitive advantage in the investment landscape.
We also develop blockchain-as-a-service and decentralized applications, such as Hade Pay, furthering our commitment to innovation across the financial sector.
We leverage cutting-edge technology – including data visualization, data analytics, machine learning, artificial intelligence, and blockchain – to provide unparalleled access to comprehensive financial data. Our Hade Platform boasts over 100,000 data categories, exceeding the scope of traditional financial statement analysis, allowing users to make informed investment decisions.
With machine learning models achieving 63% greater accuracy than Wall Street consensus estimates, HADE Technologies delivers breakthrough technology and real-time, 30-page research reports, empowering users to gain a significant competitive advantage in the investment landscape.
We also develop blockchain-as-a-service and decentralized applications, such as Hade Pay, furthering our commitment to innovation across the financial sector.
Financial Services
Finance
Oakwood Wealth Partners is a trusted financial planning firm based in Irvine, California, dedicated to helping individuals and families achieve their long-term financial goals.
For over thirty years, our practice has grown from a single financial planner, to a large family practice with eleven planners and a staff of ten. We offer quality investment and insurance products and services from our local office in Irvine, California.
We specialize in retirement planning, investment consolidation, college funding, estate planning, and tax reduction strategies, providing comprehensive solutions tailored to each client’s unique needs. Our approach centers on building lasting relationships based on integrity, care, and a commitment to delivering exceptional service.
We strive for excellence as much as you do, offering a personalized and collaborative experience. We’re more than just financial planners—we’re your partners in building the future you want. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information .
For over thirty years, our practice has grown from a single financial planner, to a large family practice with eleven planners and a staff of ten. We offer quality investment and insurance products and services from our local office in Irvine, California.
We specialize in retirement planning, investment consolidation, college funding, estate planning, and tax reduction strategies, providing comprehensive solutions tailored to each client’s unique needs. Our approach centers on building lasting relationships based on integrity, care, and a commitment to delivering exceptional service.
We strive for excellence as much as you do, offering a personalized and collaborative experience. We’re more than just financial planners—we’re your partners in building the future you want. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information .
Financial Services
Finance
Integrated Wealth Management is a financial advisory firm based in Palm Desert, California, dedicated to providing personalized wealth management solutions to individuals and families.
Since 1995, we’ve built a reputation for prioritizing our clients’ unique needs, stemming from our origins serving physicians and medical professionals – a standard of care that continues to guide our approach.
Our team of experienced financial advisors offers a comprehensive suite of services, including financial planning, 401(k) plan design and administration, retirement planning, and estate planning. We are committed to helping you achieve your long-term financial goals with a collaborative and client-centered strategy.
We proudly serve clients across California and Alaska, offering tailored solutions to meet diverse financial needs.
Since 1995, we’ve built a reputation for prioritizing our clients’ unique needs, stemming from our origins serving physicians and medical professionals – a standard of care that continues to guide our approach.
Our team of experienced financial advisors offers a comprehensive suite of services, including financial planning, 401(k) plan design and administration, retirement planning, and estate planning. We are committed to helping you achieve your long-term financial goals with a collaborative and client-centered strategy.
We proudly serve clients across California and Alaska, offering tailored solutions to meet diverse financial needs.
Financial Services
Finance
Genevra Associates is a dynamic investment management company based in Orlando, Florida, specializing in high-impact investments across professional sports franchises and strategic commodity production assets.
We focus on fueling growth and value creation by channeling capital into organizations with strong brand equity, loyal fan bases, and scalable commercial potential – including premier sports teams and essential industries like mining, smelting, and metal processing.
Our approach combines deep sector insight with strategic capital deployment, enabling our clients to diversify into resilient, performance-driven sectors with long-term relevance. We are actively seeking partnerships with sports organizations in Europe and industrial operators in Asia and Africa, offering access to hard assets and competitive arenas.
Genevra Associates is committed to democratizing opportunities and building wealth for everyone through disciplined investment strategies and a focus on sustainable, impactful ventures.
We focus on fueling growth and value creation by channeling capital into organizations with strong brand equity, loyal fan bases, and scalable commercial potential – including premier sports teams and essential industries like mining, smelting, and metal processing.
Our approach combines deep sector insight with strategic capital deployment, enabling our clients to diversify into resilient, performance-driven sectors with long-term relevance. We are actively seeking partnerships with sports organizations in Europe and industrial operators in Asia and Africa, offering access to hard assets and competitive arenas.
Genevra Associates is committed to democratizing opportunities and building wealth for everyone through disciplined investment strategies and a focus on sustainable, impactful ventures.
Financial Services
Finance
Plutos Sama Holdings Inc is a private equity firm based in Irvine, California, specializing in distressed real estate investments and micro-lending ventures. We focus on acquiring and restructuring challenging assets across residential and commercial sectors, alongside providing capital to underserved communities. Our approach centers on identifying undervalued opportunities and implementing strategic solutions to maximize returns for our investors.
Plutos Sama Holdings actively seeks out complex investment scenarios, including contentious real estate deals and opportunities within the financial services sector, such as mortgage servicing platforms. We leverage our vertically integrated organizational structure and strategic partnerships to navigate these challenges effectively.
Founded in 2012, Plutos Sama Holdings has established a strong track record of successfully managing and revitalizing distressed assets. We operate with a global perspective, seeking opportunities both domestically and internationally. Our team combines deep industry expertise with a commitment to delivering exceptional results.
Plutos Sama Holdings actively seeks out complex investment scenarios, including contentious real estate deals and opportunities within the financial services sector, such as mortgage servicing platforms. We leverage our vertically integrated organizational structure and strategic partnerships to navigate these challenges effectively.
Founded in 2012, Plutos Sama Holdings has established a strong track record of successfully managing and revitalizing distressed assets. We operate with a global perspective, seeking opportunities both domestically and internationally. Our team combines deep industry expertise with a commitment to delivering exceptional results.
Financial Services
Finance
Deposit Solution is a California-based provider of innovative security deposit solutions for the commercial real estate market.
We offer a revolutionary alternative to traditional cash deposits and letters of credit, enabling landlords to attract higher-quality tenants and streamline lease negotiations.
Our system, backed by HCC Insurance Holdings, Inc. (rated AA by Standard & Poor’s), provides a secure and efficient way for tenants to protect their financial interests while maintaining cash flow. We simplify the entire process – from online application to bond issuance – ensuring compliance and peace of mind for both landlords and tenants.
Since 2015, Deposit Solution has been transforming the way property owners and renters manage security deposits, offering a modern, reliable, and cost-effective solution.
We offer a revolutionary alternative to traditional cash deposits and letters of credit, enabling landlords to attract higher-quality tenants and streamline lease negotiations.
Our system, backed by HCC Insurance Holdings, Inc. (rated AA by Standard & Poor’s), provides a secure and efficient way for tenants to protect their financial interests while maintaining cash flow. We simplify the entire process – from online application to bond issuance – ensuring compliance and peace of mind for both landlords and tenants.
Since 2015, Deposit Solution has been transforming the way property owners and renters manage security deposits, offering a modern, reliable, and cost-effective solution.
Financial Services
Finance
JWH Financial is a leading mortgage lender based in Irvine, California, specializing in providing competitive rates and a remarkably smooth loan process for homeowners.
We cater to a diverse clientele, including those aged 62 and older seeking second opinions or cash-out refinancing, as well as first-time homebuyers and experienced investors. Our core mission is to simplify the mortgage journey, eliminating unnecessary hurdles and delivering exceptional customer service.
What distinguishes JWH Financial is our commitment to efficiency and transparency. We leverage proprietary systems and a streamlined, virtually paperless process to offer some of the most competitive rates in the market, often closing loans in as little as 10 days. We are proud to be an Inc 5000 Award Winning Discount Mortgage Lender.
Founded in 2015, JWH Financial has rapidly grown to serve clients across Arizona, California, Colorado, Florida, Michigan, and Texas, consistently earning high customer satisfaction ratings. We are committed to setting the standard for excellence in the mortgage industry.
We cater to a diverse clientele, including those aged 62 and older seeking second opinions or cash-out refinancing, as well as first-time homebuyers and experienced investors. Our core mission is to simplify the mortgage journey, eliminating unnecessary hurdles and delivering exceptional customer service.
What distinguishes JWH Financial is our commitment to efficiency and transparency. We leverage proprietary systems and a streamlined, virtually paperless process to offer some of the most competitive rates in the market, often closing loans in as little as 10 days. We are proud to be an Inc 5000 Award Winning Discount Mortgage Lender.
Founded in 2015, JWH Financial has rapidly grown to serve clients across Arizona, California, Colorado, Florida, Michigan, and Texas, consistently earning high customer satisfaction ratings. We are committed to setting the standard for excellence in the mortgage industry.
Financial Services
Finance
Banc One Wholesale is a wholesale mortgage lender based in Irvine, California, specializing in providing a diverse selection of loan programs to our partners. We cater to the needs of borrowers across California, Colorado, Florida, and Texas, offering competitive rates and fast turn times.
As a licensed dba of Banc One Mortgage Corporation (NMLS #1202904), we’ve been serving the mortgage industry since 2014, and are committed to building strong, lasting relationships with our lending partners.
Banc One Wholesale is currently expanding, seeking new team members and strategic partnerships to elevate the lending experience. We pride ourselves on quality service and a dedication to taking lending to the next level.
As a licensed dba of Banc One Mortgage Corporation (NMLS #1202904), we’ve been serving the mortgage industry since 2014, and are committed to building strong, lasting relationships with our lending partners.
Banc One Wholesale is currently expanding, seeking new team members and strategic partnerships to elevate the lending experience. We pride ourselves on quality service and a dedication to taking lending to the next level.
Financial Services
Finance
Company Name | Location | Category | Employees | Website |
|---|---|---|---|---|
Orlando, United States (US) | Finance and Banking Finance and Banking | 10-20 | http://www.nacmsouthatlantic.com | |
Newark, United States (US) | Finance and Banking Finance and Banking | 10-20 | https://bckrs.ai | |
IRVINE, United States (US) | Finance and Banking Finance and Banking | 10-20 | http://factorexchange.com | |
Irvine, United States (US) | Finance and Banking Finance and Banking | 30-50 | http://www.goodhopegroup.com | |
Dublin, Ireland | Finance and Banking Finance and Banking | 20-30 | http://www.goldcore.com | |
Greensboro, United States (US) | Finance and Banking Finance and Banking | 10-20 | http://www.kogicapital.com | |
Chicago, United States (US) | Finance and Banking Finance and Banking | 10-20 | http://www.clarity-llc.com | |
Orlando, United States (US) | Finance and Banking Finance and Banking | 10-20 | http://www.venquestgroup.com | |
St Petersburg, United States (US) | Finance and Banking Finance and Banking | 10-20 | https://soarlending.com | |
Anchorage, United States (US) | Finance and Banking Finance and Banking | 10-20 | https://www.beyondnumbers.net/ | |
Jersey City, United States (US) | Finance and Banking Finance and Banking | 10-20 | https://zenda.financial/ | |
GREENSBORO, United States (US) | Finance and Banking Finance and Banking | 10-20 | http://www.smith-salley.com | |
Miami, United States (US) | Finance and Banking Finance and Banking | 10-20 | http://WWW.MERCHANTSOLUTIONSCORP.COM | |
Irvine, United States (US) | Finance and Banking Finance and Banking | 20-30 | https://www.fcrcollectionservices.com/ | |
Scottsdale, United States (US) | Finance and Banking Finance and Banking | 10-20 | https://www.techfinanceco.com/ | |
Orlando, United States (US) | Finance and Banking Finance and Banking | 10-20 | http://www.small-business-loan.imudconnections.net | |
Toledo, United States (US) | Finance and Banking Finance and Banking | 10-20 | https://www.wilcoxfinancial.com/ | |
San Diego, United States (US) | Finance and Banking Finance and Banking | 10-20 | https://www.themanningcompanies.com | |
Fort Wayne, United States (US) | Finance and Banking Finance and Banking | 10-20 | http://www.wealthag.com | |
Irvine, United States (US) | Finance and Banking Finance and Banking | 10-20 | https://steadfast-direct.com/ | |
Irvine, United States (US) | Finance and Banking Finance and Banking | 10-20 | https://www.appliedfinancialplanning.com/ | |
Fort Wayne, United States (US) | Finance and Banking Finance and Banking | 20-30 | http://www.integritytax.com/ | |
St. Petersburg, United States (US) | Finance and Banking Finance and Banking | 10-20 | https://iondigitalcorp.com/ | |
Irvine, United States (US) | Finance and Banking Finance and Banking | 10-20 | http://Www.legacy%27s.com | |
Irvine, United States (US) | Finance and Banking Finance and Banking | 10-20 | https://www.firstchoicedebtrelief.com/ | |
Plano, United States (US) | Finance and Banking Finance and Banking | 20-30 | http://www.aspiremortgageadvisors.com | |
Plano, United States (US) | Finance and Banking Finance and Banking | 20-30 | http://www.greenbrickmortgage.com | |
Plano, United States (US) | Finance and Banking Finance and Banking | 10-20 | http://www.achprocessing.com | |
Plano, United States (US) | Finance and Banking Finance and Banking | 10-20 | http://www.imaginerl.com | |
Richmond, United States (US) | Finance and Banking Finance and Banking | 10-20 | http://mfs.nm.com | |
Rolling Meadows, United States (US) | Finance and Banking Finance and Banking | 10-20 | http://www.pathwayfinancial.org | |
Newark, United States (US) | Finance and Banking Finance and Banking | 10-20 | http://www.svworkdaytraining.com | |
Orlando, United States (US) | Finance and Banking Finance and Banking | 10-20 | https://bnlfinance.com | |
St Petersburg, United States (US) | Finance and Banking Finance and Banking | 10-20 | https://adaptivpayments.com/ | |
Orlando, United States (US) | Finance and Banking Finance and Banking | 10-20 | http://www.quilligence.com | |
Irvine, United States (US) | Finance and Banking Finance and Banking | 10-20 | https://www.PrivateMortgageLeads.ai | |
Orlando, United States (US) | Finance and Banking Finance and Banking | 10-20 | https://spfadvisors.com/ | |
Durham, United States (US) | Finance and Banking Finance and Banking | 10-20 | http://www.capval-llc.com | |
Winston Salem, United States (US) | Finance and Banking Finance and Banking | 10-20 | https://semmax.com | |
Fort Wayne, United States (US) | Finance and Banking Finance and Banking | 10-20 | http://heartwood.nm.com | |
Sacramento, United States (US) | Finance and Banking Finance and Banking | 10-20 | https://www.ampayusa.com | |
Fort Wayne, United States (US) | Finance and Banking Finance and Banking | 10-20 | https://www.jbcteam.com/ | |
Orlando, United States (US) | Finance and Banking Finance and Banking | 10-20 | https://www.hadeplatform.com | |
Irvine, United States (US) | Finance and Banking Finance and Banking | 20-30 | http://www.oakwoodwealthpartners.com | |
Palm Desert, United States (US) | Finance and Banking Finance and Banking | 10-20 | http://www.IWMgmt.com | |
Orlando, United States (US) | Finance and Banking Finance and Banking | 10-20 | http://www.genevra.net | |
Irvine, United States (US) | Finance and Banking Finance and Banking | 10-20 | http://www.plutosholdings.com | |
Irvine, United States (US) | Finance and Banking Finance and Banking | 10-20 | http://www.depositsolution.com | |
Irvine, United States (US) | Finance and Banking Finance and Banking | 20-30 | http://jwhfinance.com | |
Irvine, United States (US) | Finance and Banking Finance and Banking | 10-20 | http://banconewholesale.com |
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Updated 23 October 2026
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