Financial Services Companies Worldwide
Financial services provide, structure, and manage financial products, capital, and advisory services for retail, corporate, and institutional clients. This page lists companies operating in the Financial Services sector based on self-reported profile data. The directory currently holds 12877 companies in this sector. The largest share of listings is based in United States (US). Related sectors on Enterprise League include Accounting, Banking, Auditing, Financial Exports, Asset Management, Financial Exchanges, Angel Investment.
12,877 companies
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Financial Services
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Powered by AI and an exceptional customer experience, Bounce transforms how creditors approach non-performing loans.
Financial Services
BillGO combines flexible bill pay technology with the only open biller network that accepts both consumer and business payments to power simple, friction-free bill pay experiences that increase customer satisfaction, boost digital payments acceptance and improve cashflow efficiencies.
Financial Services
Taxes aren’t just another feature — they’re the key to delivering a complete and connected financial experience.
april’s suite of smarter tax products is designed to be embedded and white labeled into existing digital platforms:
➡️ Filing suite – A comprehensive range of services, including DIY tax filing software, tax pro reviews and consultations, and tax pro-led filing
➡️ Tax planning suite – Built to address key unmet tax needs, from paycheck optimization to tax liability calculations for liquidity events
➡️ Onboarding acceleration – Simplifies client onboarding with robust historical data via tax transcript retrieval
By integrating tax intelligence at every financial touchpoint, firms can build loyalty, drive differentiation, and own every financial moment.
Financial Services
Halo Investing is an award-winning technology platform that disrupts the use of protective investment solutions worldwide. Headquartered in Chicago and with employees worldwide, we’re democratizing access to investment solutions that were previously unavailable to most investors.
Our marketplace connects financial advisors and investors to protective investment products offered by leading global financial institutions, including Structured Notes, SMAs, Annuities, and Advanced Wealth Solutions.
Important Disclosures: https://haloinvesting.com/disclaimer/.
Financial Services
CFRA is a global leader in financial intelligence solutions and insights.
Our experienced team of experts delivers timely and actionable analysis across global markets and multiple research disciplines, ensuring you always have our most up-to-date views, analysis, and data at your fingertips so you can make smarter and faster decisions.
Founded as the Center for Financial Research and Analysis in 1994, today our company is simply known as CFRA. Our proprietary approach blends a unique mix of fundamental equity, forensic accounting, fund, public policy and technical research with data, analytics and next-gen technology to arm clients with the financial intelligence required to meet their business and investing goals.
We are fiercely independent, we are client obsessed, and our mission is simply to be the most trusted global source of independent financial intelligence and innovation.
Financial Services
Geller provides financial services and strategic advisory to private companies and not-for-profit organizations. Geller was established in 1984. Since this time, we have continued to advance our infrastructure and in-house capabilities to support our clients’ exceptional visions—from scaling businesses to championing philanthropic endeavors.
Financial Services
At Esquire Bank, we redefine relationship banking with a high-tech, high-touch approach. We provide tailored, financing and banking solutions for law firms, merchants, and businesses. We're driven by a mission to ensure our clients succeed boldly with innovative products and technology, and personalized service.
Member FDIC
Financial Services
We’re an asset manager focused on curating an intentionally select suite of active ETFs that we believe have the potential to produce compelling, risk-adjusted returns within a portfolio. The next great solution can come from anywhere, and we’re passionately obsessed with the thrill of the chase. So, we aim to push boundaries and blaze trails. Our pursuit of excellence knows no bounds.
Unconstrained by geography and uncompromising in our due diligence, we scour the globe to find boutique partners with bold solutions. The hidden gems you’re unlikely to find anywhere else. The masters of their craft. The true artisans. The innovative thinkers who are exceptional at what they do and leaders in their distinct areas of focus. There aren’t many of them. But we’re always looking, always learning, always improving.
We seek to analyze from every angle, driven by an intense curiosity to understand what challenges advisors and how we can help them. We’re perpetual ponderers, non-stop thinkers, and market fanatics. The advisors who work with us are too. And we don’t just want to earn their trust – we want to keep it. That means sourcing solutions in an effort to outperform peers, working together to navigate market and product complexity, and digging into research with those who share our fervor for details.
As a manager of managers for most of our products, our independence enables a level of objectivity that we believe few others share. We're only biased when it comes to quality, so we can make swift decisions about who we partner with and what we recommend.
We love what we do, and the magic of success is something we want to share with our clients – and their clients.
Ready to get active? Visit www.harborcapital.com.
View Harbor’s Social Media Guidelines: https://bit.ly/harborsmguidelines.
2956648
Financial Services
With innovative payments, asset management and liquidity solutions, Catalyst is unlocking new possibilities for credit unions across the nation, and the members they serve. We are passionate about transforming goals into achievements and helping credit unions grow. Discover why more than 1,500 credit unions are using Catalyst’s solutions today: catalystcorp.org.
Financial Services
Marquette Associates provides our clients with independent and thoughtful investment guidance. Our expertise is grounded in our commitment to client service — our team aims to be a trusted partner and as fiduciaries, our clients’ interests and objectives are at the center of everything we do.
Marquette was founded in 1986 with the sole objective of providing investment consulting at the highest caliber of service. In the decades since, we have maintained our independence in order to do so, both in expanding employee ownership and in keeping traditional and discretionary investment consulting our only source of revenue. Our approach brings together the real-world experience of our people and our dedication to creativity and critical thinking in order to empower our clients to meet their goals.
Contact us to learn more about our services, research, people, or careers using the form on our website below.
Financial Services
Bracebridge Capital, LLC is a leading alternative asset manager with approximately $12 billion of net assets under management. The firm pursues investment strategies primarily within the global fixed income markets with the objectives of capital preservation and absolute return without significant correlation to equity, interest rate and foreign exchange markets. Established in 1994, Bracebridge manages private investment funds that serve endowments, foundations, pension funds and other institutional and high-net-worth investors.
Approximately 160 employees operate from our office located in Boston’s historic Back Bay. The entrepreneurial and collaborative culture at Bracebridge rewards and supports motivated, dedicated, enthusiastic and intellectually curious individuals. We believe our firm’s greatest asset is the people who work here.
Financial Services
Narmi offers state of the art digital banking and digital account opening platforms to financial institutions. The platform – built for the enterprise – allows financial institutions to open accounts in less than 2.5 minutes, and then grow that relationship over a lifetime through intuitive mobile and online channels. Every single product at Narmi integrates with leading core banking systems.
Financial institutions using Narmi have experienced:
- 20% increase in NPS
- 55% increase in new account applications from non-account holders
- 50% decrease in support volume
- 63% improvement in support response time
- 137% increase in app store rating
- 65% Reduction in time from application start to application submission
Narmi’s founding team previously served as leaders of a financial institution and quickly became frustrated by digital technology available to them.
Today, Narmi is almost entirely headquartered in New York City and is focused on building lasting digital experiences for financial institutions.
Financial Services
EquityZen, a subsidiary of Morgan Stanley, is a leading marketplace for pre-IPO investments, connecting shareholders of private companies with accredited investors. Through its category-leading technology and innovative approach, EquityZen delivers data-driven insights and tools that empower its 800,000 users to navigate the private markets with confidence. Having completed more than 51,000 private placements in nearly 500 private companies, EquityZen is on a mission to deliver “Private Markets for the Public.”
Financial Services
Universal Processing was founded in 2003 with a mission to provide clients with open and honest communications, minimal rates and fees, efficient and simple credit card processing, and the highest quality of customer support. We treat our clients as our partners, and work to ensure that they receive the same technologies and business opportunities as larger companies. We fight for, support, and educate our clients because we believe that their success is our success.
Today, Universal Processing serves over 15,000 businesses all over the country. Whether it is a large supermarket or a small boutique, a remote fuel station, or a local restaurant, we are ready to provide our highest level of service and support. We live and work by the tenets that have made our customers the loyal, satisfied partners they are.
Financial Services
Katapult is transforming the world of lease-to-own with transparent lease-purchase plans that flex to meet the needs of consumers who are overlooked by traditional credit. With proprietary artificial intelligence (AI) and machine learning (ML) risk-modeling technology, Katapult predicts consumer behavior more accurately than traditional credit scores—providing new paths to ownership for people and new customers for omnichannel retailers.
Katapult ensures exceptional experiences with seamless integration, both directly with merchants and through ecommerce platforms, and award-winning customer service.
Visit www.katapult.com to learn more.
Financial Services
SoLo Funds is the premier AI-powered community banking solution providing unparalleled returns and access to capital for millions of Americans, fueled by its AI-enhanced decentralized loan marketplace, pioneering cooperative yield-producing accounts, and community empowering banking services.
Built for real people by real people, SoLo enables everyday individuals to borrow personal loans at more affordable rates and earn industry-leading returns — decentralized and free from the systemic inefficiencies of traditional banking. Our platform is powered by a community of members rooted in trust, transparency, and a shared commitment to financial well-being.
Founded in 2018 by Travis Holoway and Rodney Williams, SoLo pioneered a new model of financial services — equitable, empowering, and people-led. Since then, we’ve facilitated over $1 billion in transactions, with groundbreaking innovations in lending, banking, and WealthTech. As we lead the next era of AI-powered financial services, our mission remains clear: to build a financial system grounded in community, autonomy, efficiency, and access for all.
Financial Services
Financial Recovery Technologies is a technology-based services firm that helps institutional investors identify, file claims, and collect funds made available in securities class action settlements. Through our proprietary technology platform and processes, we deliver the most comprehensive range of securities class action filing services available. Our firm excels by providing best-in-class eligibility analysis, disbursement auditing and client reporting, and we deliver the highest level of accuracy, accountability and transparency available.
FRT is a member company of The Cross Country Group, which was founded in 1972 with the single focus of providing best-in-class customer service and claims management solutions across a broad spectrum of industries.
Financial Services
CMG is a financial technology firm that is modernizing the equity capital markets.
CMG’s platform connects sell-side firms and the buy side to provide workflow efficiencies throughout the entire ECM offering process. CMG helps clients make more timely, better-informed decisions with data intelligence solutions that provide real-time offering information, historical data and a single system of record for firm-wide deal activity and compliance.
Launched in 2017 by a team of ECM practitioners, the CMG platform is currently relied on by 25 investment banks and 135 asset managers representing over $40 trillion in AUM.
Financial Services
At E.A. Buck we believe in informing and helping clients create a strategic action plan through our unique five step E.P.I.C. process. Our E.P.I.C. planning involves the one-on-one engineering of your financial goals and it is exclusive to E.A. Buck clients. The focus is on integrating structure, tax efficiency, and tools to create the most comprehensive planning experience.
E.A. Buck Financial Services is an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Securities offered only by duly registered individuals through Madison Avenue Securities, LLC (MAS), member FINRA/SIPC. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser and/or Buck Wealth Strategies, a Registered Investment Adviser. MAS and E.A. Buck Financial Services are not affiliated entities. AEWM and E.A. Buck Financial Services are not affiliated entities. Buck Wealth Strategies, MAS and AEWM are not affiliated entities. E.A. Buck Financial Services and Buck Wealth Strategies are affiliated by common ownership. In California, we are known only as E.A. Buck Insurance Services in all solicitations of insurance.
Financial Services
Plenary Americas has become North America's leading specialized developer of long-term partnership projects, with a project portfolio of USD$17 billion across both the United States and Canada, including 55 projects in the health, transportation, defence, justice, education, energy and government accommodation sectors.
With an uncompromising focus on lifecycle performance, Plenary embraces the finance, planning, design, construction, complementary commercial development and asset management operations of our projects. As a result, governments and public sector agencies look to our team to be an innovative and trusted voice in undertaking public infrastructure that meets the genuine needs and aspirations of a community.
Financial Services
At Tradeify, we empower talented traders to trade and earn payouts through a streamlined 3-step process designed to maximise opportunity and minimize personal financial risk. Our program begins with a trading challenge, progresses to a simulated funded stage, and culminates in a live funded account for consistent and successful traders.
Tradeify provides cutting-edge tools to support your trading journey, including automated journaling to analyze and improve performance, and a dedicated trader support team to guide you every step of the way. Our platform offers a seamless trading experience with transparent rules, disciplined risk management practices, and opportunities to scale to significant capital.
With Tradeify, you’re not just trading—you’re leveraging advanced technology and personalized support to build a successful and lasting partnership.
Financial Services
As an outsourced Finance, HR, Recruiting, Advisory, and Marketing department for restaurants, KitchenSync helps growth-minded operators identify and address critical business issues so they can remain focused on the customer experience.
Financial Services
Since the firm’s founding in 1923, Pitcairn has helped ultra-high-net-worth families and its members navigate the individual, interpersonal, and institutional challenges that come with wealth. We understand multigenerational family wealth in a way that few other wealth advisory firms do. Our comprehensive family office services include investment advisory, tax, trust and estate planning, risk management, philanthropy, household-level financial services as well as family education and family governance support.
At Pitcairn, we look to hire individuals who embody our core values of excellence, collaboration, curiosity, innovation, and integrity. By recruiting talented professionals who exemplify these principles, we maintain a vibrant workplace that ensures our consistent delivery of an exceptional client experience. Pitcairn is headquartered in suburban Philadelphia in Conshohocken, PA, with offices and professionals in New York, Baltimore, San Francisco, Washington, DC, and Palm Beach, Florida.
Financial Services
After years of significant home price appreciation, many homeowners are asset-rich, but either cash-poor or have less than perfect credit. As a result, they are subject to an inadequate selection of mortgage products.
We are on a mission to help these homeowners access their home equity without new debt or monthly payments.
Learn more at Splitero.com.
Splitero Funding Inc. NMLS #2327455. CA DRE # 02185149. NMLS Consumer Access: https://www.nmlsconsumeraccess.org/EntityDetails.aspx/COMPANY/2327455
https://www.splitero.com/licenses
Financial Services
TF Holdings, Inc. provides credit and financial wellness tools to consumers, and licenses loan origination, risk underwriting and loan management software to lenders. Since 2001, the company’s businesses have served consumers and lenders with a portfolio of innovative products, including Jora Credit, Echo Credit, iQ Decision Engine, and the Cortex loan management platform.
Financial Services
DebtBook offers modern treasury and accounting software designed to help state and local government, higher education, healthcare, and others go from operational overload to strategic leadership.
Our Debt and Cash Management solutions empower strategic treasury and improve financial outcomes by automating operational work and allowing teams to more easily analyze their data and extract valuable insights. Our Lease and Subscription Management solutions give accounting teams hours back to their day by automating GASB 87 and 96 compliance workflows.
Financial Services
Autobooks is simple banking that works for small businesses.
Autobooks works with financial institutions to deliver what small businesses need: cash flow management, payment services, and financial reporting integrated directly into current banking channels.
Autobooks provides a simple, yet automated approach to small business banking. Our solution makes accounting and payments easy to understand, which helps small business in their day-to-day, giving them more time to do what they do best. Autobooks creates opportunities for established business owners, as well as emerging micro, lifestyle and gig economy entrepreneurs.
Financial Services
Wingspan is the first payroll platform purpose-built for contractor management. Our unified platform helps companies save time, improve retention, and stay compliant by automating the contractor lifecycle. Built for contingent work, Wingspan streamlines onboarding, automates payments, handles 1099s, and offers benefits for contractors.
To learn why finance and operations leaders are raving about Wingspan, visit https://www.wingspan.app/.
Wingspan is a financial technology company, not a bank. Banking services are provided by Lead Bank, Member FDIC. The Wingspan Visa® Debit Card is issued by Lead Bank pursuant to licensing by Visa® U.S.A. Inc., both only available to eligible commercial entities. Terms and conditions apply.
Financial Services
Millennium Advisors, LLC is a technology-driven broker dealer specializing in fixed income securities. We are one of the leaders in trading corporate bonds on all major electronic trading platforms. Our clients include institutional investors, banks, RIAs, insurance companies and other dealers. At Millennium, we have an efficient and experienced team focused on the highest performance standards. Our team is located in Charlotte, NC.
Financial Services
Advisory & Tax Services
With 14 Offices in the USA, located in Atlanta, Boston, Chicago, Dallas, Fort Lauderdale, Houston, Los Angeles, Miami, New York, Orlando, Palo Alto, San Francisco and Washington DC, Jade Fiducial has been providing its almost 2,000 individual and corporate clients with expert fiscal advice, personalized service, mastery of French & US practices, secure information exchange, and a thorough knowledge of changes or new developments in tax laws and regulations, since 2003.
Olivier Sureau have is French "Expertise-Comptable" license as well as their C.P.A. license.
The firm provides its individual clients with US and French tax preparation, fiscal advice, and FBAR reporting in order to protect US and foreign source income from double-taxation and help clients to retain the maximum amount of their revenue.
Jade Fiducial’s corporate clients benefit from a wide range of services, among which they can pick & choose on an as-needed basis. Jade Fiducial offers domiciliation, book-keeping, Due Diligence services, financial reporting, Business Plan drafting, staff training, Corporate Tax preparation and Payroll processing. Since client packages are tailored to each client’s needs, Jade Fiducial is the right fit for big or small companies.
Since 2013, Jade Fiducial is also located in South America, with offices in Sao Paulo and Rio de Janeiro in Brazil and Buenos Aires in Argentina.
Financial Services
Egan-Jones Ratings was founded in 1995 to issue timely, accurate ratings. The firm rapidly gained credibility by flagging the failures of Enron and WorldCom and has since established itself as a leading global provider of credit ratings. Egan-Jones is a Nationally Recognized Statistical Rating Organization (NRSRO) and is recognized by the National Association of Insurance Commissioners (NAIC) as a Credit Rating Provider.
Egan-Jones Proxy Services is a leading proxy advisor, offering investors vote guidance, vote execution, and reporting.
Financial Services
Orbiss is an advisory and tax firm specializing in business growth in the United States. Launched in 2020, Orbiss helps small and medium-sized international companies scale up and thrive in the dynamic American market.
With a focus on personalized solutions, we offer fully tailored support for clients’ cross-border accounting, tax and M&A transaction needs. Our vision is modernity, driving us to adopt an innovative approach that prioritizes process automation and quality assurance, while always keeping people at the heart of our mission.
At Orbiss, we understand that success goes beyond the numbers. We recognize the unique challenges faced by international enterprises and are committed to delivering an exceptional customer experience every step of the way. With Orbiss, you gain a trusted partner committed to your lasting success.
Financial Services
As an independent third-party securities lending agent, eSecLending delivers client tailored securities lending solutions to achieve higher risk-adjusted returns, greater transparency, and stronger alignment of interests when compared to traditional, pool-based lending programs.
The eSecLending business philosophy delivers investment management practices to what has historically been an opaque activity, largely viewed as a back-office function. With a focus on best execution, price transparency, and benchmarking, we deliver what clients expect and demand, only better.
Financial Services
Welcome to Waverly Advisors, LLC—simplifying the complexities of wealth management and financial planning since 1999. Our passion drives us, integrity guides us, and earning your trust is central to our mission.
For more than two decades, we’ve helped clients navigate the sophisticated needs that come with wealth. With 290+ team members in offices across the U.S., we provide comprehensive services rooted in strong personal relationships, disciplined strategies, and independent advice.
As a fee-only, federally registered investment advisory firm, we serve high-net-worth individuals and families, corporate retirement plans, trusts, endowments, and institutions—managing over $17.3 billion in assets. Our retirement plan services include plan design, consulting, and investment oversight, operating as an ERISA 3(38) fiduciary.
At Waverly, we listen. We take time to understand your goals, then build tailored strategies designed to support your life, family, and future. You don’t work with just one advisor—you gain a full team of specialists with deep technical knowledge and a shared commitment to your best interest.
Our fiduciary standard means we are bound by the duties of care and loyalty—always putting your needs first. We recognize that every wealth journey is different, and our advice evolves with yours.
While expertise is essential, what sets us apart is empathy. Our team brings curiosity, care, and long-term perspective to every relationship—helping you move forward with clarity and confidence.
Investment advisory services are offered by Waverly Advisors, LLC, ("Waverly"), an investment adviser registered with the Securities and Exchange Commission.
©2025 Waverly Advisors, LLC. All rights reserved.
Financial Services
We provide a better banking experience for businesses in Latin America by leveraging stablecoins.
We're backed by some of the world's best investors such as Y Combinator.
Financial Services
WE ARE HIRING!
Willow Processing isn’t like other companies. We took a collaborative and technology-enabled approach to a tired service - mortgage processing. We did this so our team can enjoy the benefits of working remote while participating in the social, collaborative, and purpose driven teamwork that takes place in an office.
We also reduced the tedious tasks that other processors have to deal with day in and day out. Our team approach also means we can shift workload around so that no one ends up with more than they can handle or capacity they can’t maintain.
Our team members come first. That’s why we require our brokers to meet certain criteria, like closing ratios and loans per month, so you don’t need to worry about working on loans that don’t close or with part time loan officers who require a lot of hand holding.
We are looking for team members who will grow with us for the long term, with the potential to take on more responsibility and earn greater income.
If this sounds like you, then we look forward to learning more about you and the opportunities that await!
Financial Services
Founded in 2003 by Chad Wekelo, Actualize Consulting emerged from a vision to create a niche firm where every team member is valued as a collaborator, not just an employee. Drawing from his Big Four experience, Chad, alongside partners Matt Seu and COO Kerry Wekelo, built a company specializing in Capital Markets, Mortgage and Fixed Income, and Treasury Operations. Their leadership fostered a culture rooted in gratitude, trust, and growth.
At Actualize Consulting, our mission is to be an industry leader in the management and automation of financial functions and corporate financial events. Our consultants have extensive experience and are accustomed to the challenges involved in working in demanding atmospheres. We focus on serving mortgage firms, banks, corporations, insurance companies, and other financial institutions, and Federal and State Governments.
📧Connect with our Leadership
•Capital Markets & Treasury:
Chad Wekelo - cwekelo@actualizeconsulting.com
•Mortgage & Fixed Income:
Matt Seu - mseu@actualizeconsulting.com
•Culture & Gratitude Infusion:
Kerry Wekelo - kelam@actualizeconsulting.com
🔗Visit our website to see our current openings and descriptions of each position. https://www.actualizeconsulting.com/current-openings.html
Financial Services
Triad Financial Services, Inc. NMLS ID #1063 (www.nmlsconsumeraccess.org)is one of the oldest and most trusted lenders in the manufactured home industry with over 60 years of lending experience. Triad is trusted by customers, dealers, lending institutions and realtors alike and has helped tens of thousands of families realize their American Dream of homeownership. As one of the very top consumer lenders in the nation, our goal is to be the friendliest, hardest working, service-oriented companies in the business. Triad is headquartered in Jacksonville, FL with full-service branch offices in Bourbonnais, IL and Anaheim, CA. We currently provide financing in 47 states and can serve your needs through our extensive network of regional management and field offices.
13901 Sutton Park Dr S Ste. 300, Jacksonville, Florida 32224, United States - NMLS #1063
Licensing: https://www.triadfs.com/licensing
Financial Services
In the Senate Community tradition of service, USSFCU strives to improve the financial wellness of our members throughout all stages and circumstances of life. We do this by integrating sustainability and security into every financial solution. USSFCU has grown and changed over the years but delivering top-tier financial solutions & service with a unique culture of working better together will always remain our focal point. We do this by staying grounded in USSFCU’s core values of security, teamwork, respect, integrity, innovation and engagement. Most of all, our bottom line or asset size will never be the way we measure success. Everything USSFCU does begins and ends with one thing – taking care of our members. It is at the heart of everything we do and has been that way since 1935.
USSFCU provides world-class products and services to the Senate community and over 100 other select employee groups. At over $1 billion in total assets and almost a century of service to our members, security and stability are hallmarks of our service. Providing savings, money markets accounts, CDs & IRAs at competitive rates give our members safe investment options. Through student, personal, auto, mortgage & home equity loans, we are there for our members through every stage of life. Access to financial literacy & wellness resources equips our members to stay prepared and informed. Convenient account access through online and mobile banking helps member keep pace with busy schedules. Solutions such as contactless ways to pay, remote deposit, early direct deposit, auto bill pay and convenient credit reporting are just a handful of other ways USSFCU is here to provide the very best stability, security and service possible. At USSFCU, you are family and a member for life.
Financial Services
Griffin Funding, Inc., is a consumer-direct national boutique mortgage company. We specialize in VA Loans, Self-Employed Non-QM Bank Statement Loans, and DSCR Real Estate Investor Loans. Call us today for a free consultation 855-928-0163. Visit our webpage for full list of state licensing. NMLS# 1120111
We are honored to be able to serve our Veterans across the country and help them with their home mortgage needs. Our VA zero down purchases are very flexible and our VA Streamline IRRRLs do NOT require a credit score, income, assets, or appraisal verification. Our most popular program is the "VA Cashout" loan to payoff debts and do home improvements.
Griffin also offers alternative Income Loans for high net worth clients and self-employed borrowers, FHA to Conventional conversions, High Balance Mortgages, Jumbo Loans and more.
NMLS Unique Identifier: 1120111
VA Approved Lender ID: 9088650000
State Licensing: Visit our website at https://griffinfunding.com/state-licensing/
Texas (TX) – 1120111 – CONSUMERS WISHING TO FILE A COMPLAINT AGAINST A COMPANY OR A RESIDENTIAL MORTGAGE LOAN ORIGINATOR SHOULD COMPLETE AND SEND A COMPLAINT FORM TO THE TEXAS DEPARTMENT OF SAVINGS AND MORTGAGE LENDING, 2601 NORTH LAMAR, SUITE 201, AUSTIN, TEXAS 78705. COMPLAINT FORMS AND INSTRUCTIONS MAY BE OBTAINED FROM THE DEPARTMENT’S WEBSITE AT WWW.SML.TEXAS.GOV. A TOLL-FREE CONSUMER HOTLINE IS AVAILABLE AT 1-877-276-5550.THE DEPARTMENT MAINTAINS A RECOVERY FUND TO MAKE PAYMENTS OF CERTAIN ACTUAL OUT OF POCKET DAMAGES SUSTAINED BY BORROWERS CAUSED BY ACTS OF LICENSED RESIDENTIAL MORTGAGE LOAN ORIGINATORS. A WRITTEN APPLICATION FOR REIMBURSEMENT FROM THE RECOVERY FUND MUST BE FILED WITH AND INVESTIGATED BY THE DEPARTMENT PRIOR TO THE PAYMENT OF A CLAIM. FOR MORE INFORMATION ABOUT THE RECOVERY FUND, PLEASE CONSULT THE DEPARTMENT’S WEBSITE AT WWW.SML.TEXAS.GOV.
2445 5th Ave Ste 340 San Diego CA 92101
NMLS Consumer https://nmlsconsumeraccess.org/
Financial Services
Augment enables investors to buy and sell shares of pre-IPO tech companies for $5k to $100M in minutes. For individual accredited investors, startup shareholders, VCs, family offices, syndicates, hedge funds, mutual funds, and sovereign wealth funds.
Own the future.
Securities offered by Augment Capital LLC.
Financial Services
Unlock Technologies is a Tempe, Arizona-based financial technology company providing products and services that help homeowners address financial needs so they can plan the future they envision. The company's flagship product is its home equity agreement, a clear, flexible financing solution for homeowners who want to access their home's equity without taking on monthly payments.
Financial Services
CMA is a boutique professional services firm, with global reach, and staffed by seasoned professionals who bring decades of experience gained by working for Banks around the world, in senior roles, in virtually every department. Our staff have been Traders, Head of Risk, Head of Operations and Head of Technology, to name but a few, at many of the world’s leading Banks, Asset Managers, Exchanges and Clearing Organizations.
We have deep industry knowledge of every aspect of Capital Markets from Complex Products, Trading, Operations and Risk Management, to Regulatory Reform, Compliance and the Technologies which support those functions. This in depth industry knowledge combined with decades of consulting experience allows us to deliver a uniquely superior overall experience across the Americas,Canada, Europe and Asia-Pac.
Within these areas of deep expertise, we have reconstructed banking operations, developed integrated business solutions, introduced new products, solved complex client asset compliance needs, implemented recovery and resolution plans and solved complex global custody issues. We have brought focus to post trade execution process and infrastructure, bringing both improvement and rationalization.
The mission is to offer a better professional services choice to clients. Our team is made up from a rare collaboration of expertise with resourcing profiles from senior executives to analyst all bringing rich practical experience from within investment banks, global exchanges, clearing organizations, buys side firms, global fund administrators, outsource providers and consulting. We have vast experience of dealing with some of the most complex change, resolution and new business projects. This unique combination of deep hands-on operational experience and big four consulting experience allow us to deliver and de-risk more effectively and efficiently
Financial Services
Portico Benefit Services (Portico), a ministry of the Evangelical Lutheran Church in America (ELCA), is a nonprofit provider of health and retirement benefits with related services designed to help the leaders and staff of ELCA and other faith-based organizations live and serve well. A changing environment and evolving plan member needs have brought strategic change to Portico’s design and delivery of products and services in recent years.
Formerly known as the ELCA Board of Pensions, Portico continues the church's long legacy of caring for its leaders. Lutherans first established a fund to assist pastors and their families in need over 200 years ago. Today, Portico’s vision is to be a recognized leader in inviting its plan members to lead healthy lives and achieve financial security.
Portico serves more than 5,000 congregations and organizations, which partner with Portico to provide benefits. More than 51,000 rostered and lay leaders (and their families), use ELCA benefits to live well during their working years and in retirement.
Financial Services
Nations Direct is more than just a lender; we are your partner in prosperity. We are committed to continuous innovation, providing our partners with the highest quality service, most competitive rates, and most efficient processes in the lending industry. As a TPO-only Seller Servicer, Nations Direct Mortgage offers Conventional, VA, FHA, and a comprehensive suite of Non-QM products. Our Wholesale Channel sources loans through an exclusive network of broker partners, while NDM Correspondent ensures unparalleled customer service for our experienced lending partners. We take pride in our team of highly skilled mortgage experts, dedicated to delivering an exceptional experience for both our partners and their clients.
Nations Direct Mortgage, LLC
2475 Village View Drive Suite 100 | Henderson, NV 89074
(949) 270-7900 , NMLS #109738, (www.nmlsconsumeraccess.org), Equal Housing Opportunity
Financial Services
The Loren D. Stark Company (LDSCO), as a Retirement Plan Consulting and Administration firm, has developed a close relationship with the business community in Houston and across Texas, Louisiana and Oklahoma. From the beginning our objective has been to provide our clients with a Plan design that meets the needs of the business owner(s), as well as the employees.
LDSCO believes that the selection of an Employee Benefits Consulting Firm will have a significant impact on the shape and perception of your Employee Benefit Program. Hiring the right Third Party Administrative (TPA) firm will make that impact positive and add value to an employer’s Retirement Plan. In making a recommendation to a prospective client, LDSCO prepares custom illustrations identifying the different results obtainable by the employer. These recommendations may include Safe Harbor provisions, New Comparability, Integrated allocation features, as well as Defined Benefit plan designs.
The LDSCO Staff of Attorneys and Consultants are specialists in Pension, Profit Sharing, Cash Balance, Employee Stock Ownership and 401(k) Plan Administration. These services include in part plan design and document preparation, compliance testing and reporting, annual plan participant ERISA compliance statements, participant loan and distribution documentation, and the plan’s signature ready Form 5500.
LDSCO has an ongoing commitment to the development and integration of state-of-the-art technology and services to provide our clients with the most comprehensive Retirement Plan available.
Financial Services
William O'Neil + Company, Incorporated is an independent advisory firm that helps the world's leading institutional investment managers increase portfolio performance by providing timely—and time-saving—global buy and sell recommendations, customized independent research, and market advice. We also produce thoughtful research covering global investing themes as well as the most compelling equities of the moment, analyzed using our O’Neil Methodology, a blended method of stock analysis that we have perfected over more than 50 years. Our premier equity research platform PANARAY® provides access to our research and uses innovative visual displays of complex market information, placing us at the forefront of using technology to deliver our high-touch services. Founded in 1963, William O'Neil + Co. is headquartered in Los Angeles with offices in New York, Boston, Chicago, San Francisco, and London.
Financial Services
ITE Management L.P. (“ITE”) is a global alternative investment firm that helps keep the world’s supply chains moving. Founded in 2012, ITE deploys capital through its network of operating partners across rail, intermodal, marine, and air transportation and currently manages nearly $12B in asset value. The firm is focused on essential-use, long-lived assets with stable lease profiles and long-term contracts that deliver durable, diversified value. ITE blends its deep operational expertise, data intelligence, and sectoral knowledge to drive the future of global transportation.
Financial Services
Follow Octaura for:
• Perspectives on loan & CLO markets and electronic trading.
• The latest from Octaura's Insights & Markets businesses - including insights backed by our pricing and liquidity solutions, new cutting-edge
trading technology, and how best to use our offerings across a variety of workflows.
• Thought leadership on market electronification, connectivity, and transparency.
Octaura is an electronic trading, data & analytics provider reimagining the way the syndicated loan and CLO markets trade. Efficiency, transparency and simplicity are at the heart of what we do. We bring trading capabilities, data and analytics together for the first time on a digitized platform–fundamentally
transforming the markets and streamlining workflows like never before.
Financial Services
BBVA Global Wealth Advisors, Inc., part of the BBVA Group, is a registered investment adviser headquartered in Miami, Florida, with a primary focus on serving high-net-worth Latin American clients.
Investment advisory services are offered through BBVA Global Wealth Advisors, Inc. (“GWA”), an Investment Adviser registered with the Securities & Exchange Commission and a wholly-owned subsidiary of Banco Bilbao Vizcaya Argentaria, S.A. GWA does not provide legal, tax, or accounting advice. Registration does not imply a certain level of skill or training.
To learn more about our firm and investment professionals, our products and services, and our relationship with clients, please review our Form ADV and Form CRS here: https://adviserinfo.sec.gov/firm/summary/327326 .
Securities and other financial investment products are not deposits, are not FDIC insured, are not bank guaranteed, may lose value, and are not insured by any federal government agency.
“BBVA Global Wealth Advisors” is a trademark of BBVA.
© 2024 BBVA Global Wealth Advisors. Inc. All rights reserved.
Financial Services
Company Name | Location | Category | Employees | Accuracy | Website | |
|---|---|---|---|---|---|---|
New York, United States (US) | Finance and Banking Finance and Banking | 50-100 | contact@hello.finbounce.com | https://www.bounceai.com | ||
Fort Collins, United States (US) | Finance and Banking Finance and Banking | 100-150 | info@billgo.com | http://www.billgo.com | ||
New York, United States (US) | Finance and Banking Finance and Banking | 50-100 | info@getapril.com | http://www.getapril.com | ||
Chicago, United States (US) | Finance and Banking Finance and Banking | 100-150 | info@haloinvesting.com | http://www.haloinvesting.com | ||
Charlottesville, United States (US) | Finance and Banking Finance and Banking | 100-150 | support@cfraresearch.com | http://www.cfraresearch.com | ||
New York, United States (US) | Finance and Banking Finance and Banking | 100-150 | info@gellerco.com | http://www.gellerco.com | ||
Jericho, United States (US) | Finance and Banking Finance and Banking | 100-150 | info@esquirebank.com | http://www.esquirebank.com | ||
Chicago, United States (US) | Finance and Banking Finance and Banking | 100-150 | info@harborcapital.com | https://www.harborcapital.com | ||
Plano, United States (US) | Finance and Banking Finance and Banking | 100-150 | info@catalystcorp.org | https://www.catalystcorp.org | ||
Chicago, United States (US) | Finance and Banking Finance and Banking | 100-150 | bwrubel@marquetteassociates.com | http://www.marquetteassociates.com | ||
Boston, United States (US) | Finance and Banking Finance and Banking | 100-150 | info@bracebridgecapital.com | http://www.bracebridgecapital.com/ | ||
New York, United States (US) | Finance and Banking Finance and Banking | 100-150 | info@narmi.com | https://www.narmi.com/ | ||
New York, United States (US) | Finance and Banking Finance and Banking | 50-100 | info@equityzen.com | https://equityzen.com | ||
New York, United States (US) | Finance and Banking Finance and Banking | 100-150 | info@letsgoup.com | https://letsgoup.com/ | ||
Plano, United States (US) | Finance and Banking Finance and Banking | 100-150 | info@Katapult.com | https://www.Katapult.com | ||
Los Angeles, United States (US) | Finance and Banking Finance and Banking | 50-100 | info@solofunds.com | http://www.solofunds.com | ||
Medford, United States (US) | Finance and Banking Finance and Banking | 100-150 | info@frtservices.com | http://www.frtservices.com | ||
New York, United States (US) | Finance and Banking Finance and Banking | 100-150 | info@cmgx.io | https://www.cmgx.io | ||
Denver, United States (US) | Finance and Banking Finance and Banking | 50-100 | info@eabuck.com | https://eabuck.com/ | ||
Los Angeles, United States (US) | Finance and Banking Finance and Banking | 100-150 | info@plenaryamericas.com | http://www.plenaryamericas.com | ||
Miami, United States (US) | Finance and Banking Finance and Banking | 100-150 | info@tradeify.co | https://tradeify.co | ||
Los Angeles, United States (US) | Finance and Banking Finance and Banking | 50-100 | info@kitchensync.us | http://kitchensync.us/ | ||
Conshohocken, United States (US) | Finance and Banking Finance and Banking | 100-150 | contact@pitcairn.com | https://www.pitcairn.com | ||
San Diego, United States (US) | Finance and Banking Finance and Banking | 100-150 | info@splitero.com | https://splitero.com/ | ||
Irving, United States (US) | Finance and Banking Finance and Banking | 50-100 | info@tfholdingsinc.com | https://tfholdingsinc.com/ | ||
Charlotte, United States (US) | Finance and Banking Finance and Banking | 100-150 | hello@debtbook.com | https://www.debtbook.com/ | ||
Detroit, United States (US) | Finance and Banking Finance and Banking | 50-100 | info@autobooks.co | https://www.autobooks.co/ | ||
New York, United States (US) | Finance and Banking Finance and Banking | 100-150 | info@wingspan.app | https://www.wingspan.app | ||
Charlotte, United States (US) | Finance and Banking Finance and Banking | 100-150 | info@millenniumadvisors.com | http://www.millenniumadvisors.com | ||
New York, United States (US) | Finance and Banking Finance and Banking | 100-150 | info@jade-fiducial.com | http://www.jade-fiducial.com | ||
New York, United States (US) | Finance and Banking Finance and Banking | 50-100 | info@egan-jones.com | http://www.egan-jones.com | ||
Manhattan New York, United States (US) | Finance and Banking Finance and Banking | 50-100 | info@orbiss.com | http://www.orbiss.com | ||
Boston, United States (US) | Finance and Banking Finance and Banking | 100-150 | marketing_and_communications@eseclending.com | http://www.eseclending.com | ||
Birmingham, United States (US) | Finance and Banking Finance and Banking | 100-150 | info@waverly-advisors.com | https://waverly-advisors.com | ||
San Francisco, United States (US) | Finance and Banking Finance and Banking | 50-100 | info@cocowallet.app | http://www.cocowallet.app | ||
Phoenix, United States (US) | Finance and Banking Finance and Banking | 50-100 | info@willowprocessing.com | https://willowprocessing.com/ | ||
Reston, United States (US) | Finance and Banking Finance and Banking | 100-150 | support@actualizeconsulting.com | http://www.actualizeconsulting.com | ||
Jacksonville, United States (US) | Finance and Banking Finance and Banking | 100-150 | info@triadfs.com | http://www.triadfs.com | ||
Alexandria, United States (US) | Finance and Banking Finance and Banking | 100-150 | support@ussfcu.org | http://www.ussfcu.org | ||
San Diego, United States (US) | Finance and Banking Finance and Banking | 50-100 | info@griffinfunding.com | http://www.griffinfunding.com | ||
Austin, United States (US) | Finance and Banking Finance and Banking | 50-100 | info@augment.market | https://augment.market/ | ||
Tempe, United States (US) | Finance and Banking Finance and Banking | 100-150 | hello@unlock.com | https://www.unlock.com | ||
New York, United States (US) | Finance and Banking Finance and Banking | 50-100 | info@capital-markets-advisors.com | http://www.capital-markets-advisors.com | ||
Minneapolis, United States (US) | Finance and Banking Finance and Banking | 100-150 | info@porticobenefits.org | https://porticobenefits.org/why-us/ | ||
Henderson, United States (US) | Finance and Banking Finance and Banking | 100-150 | brokerdirect@myndm.com | http://www.myNDM.com | ||
Houston, United States (US) | Finance and Banking Finance and Banking | 50-100 | info@ldsco.com | http://ldsco.com | ||
Los Angeles, United States (US) | Finance and Banking Finance and Banking | 50-100 | info@williamoneil.com | http://www.williamoneil.com | ||
New York, United States (US) | Finance and Banking Finance and Banking | 50-100 | info@itemgmt.com | http://www.itemgmt.com/ | ||
New York, United States (US) | Finance and Banking Finance and Banking | 50-100 | support@octaura.com | https://octaura.com/ | ||
Miami, United States (US) | Finance and Banking Finance and Banking | 50-100 | info@bbvaglobalwealthadvisors.com | https://www.bbvaglobalwealthadvisors.com/ |
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Frequently asked questions
FAQ updated November 2025
What is Enterprise League?
Enterprise League is a business platform built for the doers, small businesses and startups who want to get seen, get leads, and grow.We help you showcase your company, connect directly with potential clients and partners, and get valuable insights into your performance, all without the middlemen or the fluff. Whether you're a team of 2 or 200, Enterprise League puts you on equal ground with the big players.
How can my business benefit from joining Enterprise League?
You get visibility, leads, and control, all in one place. Joining Enterprise League puts your business in front of thousands of verified companies. List your services, connect with decision-makers, and see real-time data on who’s visiting your profile.It’s a streamlined way to grow your presence, build partnerships, and stop relying on outdated directories or cold outreach.
What are the key features of Enterprise League?
Enterprise League gives you tools to grow faster: • Custom Profiles:Boos your visibility with a standout business profile. • Smart search: Get found by clients looking for your exact services. • Real analytics: See who's visiting, what's working and where you rank. • Direct messaging: Skip the cold emails and chat direct with prospects. • Reviews insights: Showcase real reviews and let AI highlight what matters. • Zero-fee marketplace: List and find products or services for free.
How does the company verification process work?
Get verified for the price of a coffee $0 Verified companies appear higher in search, build trust faster, and unlock an extra features. One badge. More business.
Can I try Enterprise League for free?
Absolutely. Our Free Plan is built for small businesses. You get profile visibility, marketplace access, and business directory use, free. Want more reach and features? Upgrade when you’re ready. No pressure.
How does the Interactive Business Directory work?
It’s like Google, but only for serious businesses. Search by location, size, or sector. Visit company profiles, send a message, or download insights. It’s built for real B2B decisions, not noise.
How can I download business insights?
Need competitor or market data? We’ve got it, and yes, you can download it. With our Business Insights Download feature, you can export detailed company and industry data in CSV format, including decision-makers, background info, and more. It’s perfect for sales targeting, market research, or just getting smarter about your next move.
What is the Referral Program?
Invite a business friend. You both get rewarded. Refer another company and when they join, you both get 1 month of Premium — free. It’s our way of growing the community with good people.
How does the Reviews feature work?
Show off your best reviews, without lifting a finger. We pull your reviews from Google, Facebook, Trustpilot and more. Then our AI highlights the most important insights. You just sit back and shine.
What plans are available?
Three simple plans: Free Plan: Get started with a verified profile, search access, and the ability to add products and services. Premium: More reach, more leads, deeper analytics. Ultimate: All the bells and whistles, including a dedicated growth partner.
How can my company win an award?
We highlight the best of the best, and that could be you. We run 50+ startup award categories every year. Apply for free. Winners get recognition, visibility, and bragging rights.