Financial Services Companies Worldwide
Financial services provide, structure, and manage financial products, capital, and advisory services for retail, corporate, and institutional clients. This page lists companies operating in the Financial Services sector based on self-reported profile data. The directory currently holds 12877 companies in this sector. The largest share of listings is based in United States (US). Related sectors on Enterprise League include Accounting, Banking, Auditing, Financial Exports, Asset Management, Financial Exchanges, Angel Investment.
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Financial Services
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Based in New York, Audax Private Debt is a leading debt capital partner for North American middle market companies. Since its inception in 2000, the firm has invested $52 billion in support of 295 private equity sponsors. Audax Private Debt works collaboratively to build tailored financing solutions for its clients through a comprehensive range of offerings that includes first lien, stretch senior, unitranche, second lien, and subordinated debt, as well as equity co-investments. Audax Private Debt is an experienced and trusted partner with senior leadership averaging 35 years in private credit and 23 years working together at the firm through multiple economic cycles. For more information, please visit audaxprivatedebt.com.
CANDIDATE ALERT: Beware of fraudulent recruitment scams posing as Audax Group or another Audax entity. These scams often involve fake job offers that request payment or personal information. Legitimate job opportunities with Audax will never require any form of payment or request sensitive financial or personal details. Additionally, Audax does not hire remote workers nor does it make offers of employment to candidates who have not gone through a detailed selection process consisting of meetings and interviews. To verify the legitimacy of job offers, always refer to the Audax official career website. Any communication regarding job applications will come from verified email addresses (i.e., ending in "@audaxgroup.com” or “@audaxprivateequity.com” or “@audaxprivatedebt.com”) and will not involve payment requests.
Financial Services
LendingUSA exists to provide smart financing solutions at the important moments in life. The money people need, when and where they need it. LendingUSA is an award-winning point-of-need fintech company that offers merchants and borrowers a seamless financing solution with access to loan decisions in seconds, promotional financing terms, and low monthly payment options. Founded in 2015, LendingUSA has enrolled over 10,000 merchants nationwide, served over 150,000 borrowers.
LendingUSA is committed to creating the best lending experience available through its proprietary and innovative point-of-need financing solution, that uses next-generation underwriting and fraud detection techniques to approve loans as quickly as a few seconds. We also work closely with our merchant partners, providing the tools and training they need to maximize customer financing and grow their business. The company boasts a consumer rating of 4.7 out of five stars. All loans are made by its lending partners.
Financial Services
The Economic & Community Development Institute (ECDI) is a Columbus, Ohio-based 501(c)(3) non-profit economic development organization founded in 2004. As the largest US SBA intermediary micro-lender and a U.S. Treasury designated Community Development Financial Institution (CDFI), ECDI's mission is to invest in people to create measurable and enduring social and economic change. Since 2004, ECDI has assisted over 32,000 individuals, disbursed over $158 million through over 6,000 loans, and created and retained over 46,000 jobs via our comprehensive suite of programs available through our offices in Columbus, Cleveland, and Akron, Ohio. How do we do this? We invest, educate, and innovate with the businesses and people who are inspired and who inspire us.
Financial Services
ArchBridge Family Office (formerly St. Louis Trust & Family Office) is an independent, multi-family office and trust company that advises 65 clients on more than $13 billion of investment assets and more than $15 billion of total wealth. Founded in 2002, ArchBridge Family Office provides holistic, high-touch client service including customized, independent investment management and a full range of family office and fiduciary services. The firm serves a limited number of clients with substantial wealth in order to maintain very low client-to-employee ratios. Visit archbridge.com to explore how the firm manages complexity with unmatched expertise and a Family, Forward focus.
Financial Services
HR starts with human. It’s as simple as that.
At Coastal Payroll, we strive to make a positive impact on the lives of others every day.
Based in Southern California, we are a human capital management service bureau providing fully outsourced payroll, time & attendance, HR management, benefits management, talent acquisition, and customized white-glove HR solutions. We serve clients nationwide with our unparalleled customer service and innovative offerings. Our service model reflects what we call the Coastal Difference.
The Coastal Difference
Service is everything to us because it’s everything to our clients! We believe in and live our key value of putting people first. Our clients are not just another number to us; they are people with businesses, stories, and goals. We make sure they can talk with an actual person to address their needs as quickly as possible. Human interaction is our superpower.
Our suite of products is designed for clients with businesses of all sizes, from a few, to dozens, to hundreds, to thousands. We are flexible, creative, and custom to ensure our solutions streamline our clients’ payroll and HR processes. We stay up to the minute on compliance regulations and know what’s going on here in California like the back of our surfboards.
In listening to our clients’ needs, we have developed customized solutions, such as HRElite, an integrated, tailor-made HR concierge service that digs in and helps clients develop fundamental and lasting solutions, mitigate risk, and elevate their employees’ engagement.
Learn more and drop us a line at coastalpayroll.com/company/about.
Financial Services
Investing in our team, our future, and our technology.
Intelliloan serves homeowners with their financial needs.
We are proud to have an extremely high Customer Satisfaction ratings with TrustLink, Lending Tree, and Facebook. We've been in business for over 30 years, and have been members of the BBB since 1999.
What sets Intelliloan apart is our customer service. We care about our clients and train our team to listen and educate, taking the time to really understand their unique financial needs.
We appreciate our customers and are proud to serve so many homeowners across the nation.
Established in 1993, we lend in multiple states. Our company is highly rated by consumers on:
TrustLink
https://www.trustlink.org/Reviews/Intelliloan-205714974
Lending Tree
https://www.lendingtree.com/loan-companies/intelliloan-reviews-26840
NMLS ID 3290. For licensing information, go to: www.nmlsconsumeraccess.org.
For TX Disclosure, go to: intelliloan.com Equal Housing Lender.
Call us at (866) 294-1278.
Financial Services
Ownwell helps property owners reduce the costs of owning real estate. Our proprietary software automatically identifies property owners that are overpaying on real estate expenses. We then manage the end-to-end process of reducing bills through tax appeals, exemptions, and corrections.
Over $40 billion is overpaid in property taxes every year, and inaccurate tax assessments disproportionately affect people of color, immigrants, as well as low-income communities.
We’re dedicated to making the costs of property ownership more transparent and equitable. We believe that regardless of status or level of real estate expertise, everyone should have the information, tools, and resources to manage their real estate confidently.
Ownwell is a well-funded venture-backed company growing rapidly, and we are dedicated to helping change the way everyday homeowners manage their real estate across the country.
Ownwellians cultivate an environment of highly effective, extraordinary people pursuing ambitious common goals. We foster collaboration, embrace diversity, support sharing, and discourage politics. We hire and develop team members to ensure we have superstars in every position. We win together and continuously strive to help others succeed.
Financial Services
Cardiff is small business lender intent on transforming the digital lending vertical for the 21st century. We are a financial services leader with unparalleled industry-specific products and expertise. We maintain thousands of relationships with business owners, equipment dealers and manufacturers across the US who value our integrity, creativity and technology. Our product set includes commercial equipment financing and leasing, credit cards, merchant services, and insurance.
Financial Services
About Axos Clearing
Axos Clearing delivers fully integrated clearing and custody solutions designed for modern wealth management firms. We combine proprietary technology, deep industry expertise, and seamless third-party integrations to help wealth management firms navigate complexity with precision and scale with confidence. Our ecosystem includes innovative banking capabilities and robust operational infrastructure—empowering financial professionals to thrive in a rapidly evolving landscape. With Axos Clearing, you gain a trusted partner committed to powering your entire business with efficiency, flexibility, and service-forward support.
Want to shape the future of financial services with us? Explore our open roles here: https://www.axosbank.com/careers
Financial Services
Whether you’ve been dreaming of buying your first home with your young family or of diversifying your investment portfolio with real estate, you’re in the right place. Mission Loans is a leader in homeownership, and it’s our primary goal to make your dreams a reality.
With us, you get a range of diverse loan options from experienced lenders who care and want to ensure a great customer experience. We believe there’s a loan out there for everyone who wants to own a home, and we’re committed to helping you identify it. NMLS 210853, www.nmlsconsumeraccess.org
Financial Services
Imagine a financial partner that will be with you throughout the life of your business.
You need clear steps to take to make your business as strong and smart as possible. Equipment financing, debt restructuring and revolver credit – these services we offer provide the tools that keep your company’s finances thriving. We can’t guarantee that the solution will always be simple, but we can promise that communications with your Equify Financial representative responsible for your note will be. Equify Financial does not sell your note to third parties, which means we’ll be with you every step of the way.
Financial Services
At Elements, we provide a variety of powerful financial products and services through the safe harbor of a consumer-owned credit union. Yet Elements is not just a credit union.
We are financial wellness providers who promise to help you achieve financial wellness in life with your own money management plan. We will nurture you toward your goals, assist you through processes, and engage you with the tools and resources that best fit and support your plan. Elements will always be looking out for your best interests.
Join us and 90,000+ fellow members today at elements.org as we pursue the goal of financial wellness.
Federally Insured by NCUA. Equal Housing Lender.
Financial Services
At Forum, we use a highly diversified investment strategy derived from decades of academic research. While this strategy has been called many things, we think the term “evidence-based investing” best describes this approach. We strive to take the emotions out of investing and counsel clients to avoid making short-sighted moves based on current market conditions. Forum advisors have decades of experience across portfolio management, retirement planning, estate planning, insurance analysis and income tax planning. With this foundation of technical knowledge, we are able to spend time getting to know our clients and their families. That’s what we consider to be the enduring value of working with an advisor -- we are there for our clients through every season.
Financial Services
Please be aware of hiring scams. Communications regarding potential employment will only come from current Greenspring Advisors' employees who can be found on our website here: https://greenspringadvisors.com/about/team/. Do not provide personal information through your LinkedIn inbox; we will never ask you to provide any information via LinkedIn beyond your application for a role.
Founded in 2004, Greenspring Advisors has been recognized as one of the country’s fastest-growing registered investment advisors (RIAs) and was formed to provide objective, independent advice to private investors and institutional clients.
The firm provides comprehensive financial planning and investment advisory services to high-net worth individuals and has been recognized as one of the industry's top retirement plan advisors, assisting publicly-traded, privately held and non-profit clients on all aspects of their corporate retirement plans including fiduciary governance, investments, fees, plan design, provider management, and participant education and advice.
Greenspring Advisors currently advises clients on more than $10 billion in assets (as of 10/1/2025).
For disclosure information please see: https://greenspringadvisors.com/about/social-media-disclosures/
Financial Services
The Flourish platform helps RIAs (Registered Investment Advisors) grow by evolving from holistic advice to holistic implementation. The Flourish platform supports more than $8 billion in assets under custody and is used by more than 1100 wealth management firms representing more than $2.6 trillion in assets under management. Flourish is wholly-owned by MassMutual. For more information, visit www.flourish.com.
Financial Services
ARM is a specialty finance company focused on bringing financial and risk management solutions to farmers and agribusinesses that serve farmers.
ARM is an equal opportunity provider.
Financial Services
Established in 2003, Ocean Tomo, LLC provides Financial Expert, Management Consulting, and Advisory services related to intellectual property (IP) and other intangible assets; corporate accounting investigations; regulatory and reporting obligations; solvency and restructuring; and contractual or competition disputes.
Practice offerings address economic damage calculations and testimony; accounting investigations and financial forensics; technology and intangible asset valuation; strategy and risk management consulting; mergers and acquisitions; debt and equity private placement; and IP brokerage.
Intangible assets comprise 90 percent of business value but are also subject to significant impairment due to enterprise and regulatory compliance risk. Ocean Tomo assists clients – corporations, law firms, governments, and institutional investors – in realizing Intellectual Capital Equity® value broadly defined.
Ocean Tomo is a part of J.S. Held, a global consulting firm that provides specialized technical, scientific, financial, and advisory services.
Financial Services
airCFO helps startups achieve sustainable and scalable growth with full-stack, expert-led back-office solutions.
We go beyond traditional accounting, offering strategic finance leadership, seamless people operations, and comprehensive tax guidance.
Our experienced team anticipates what's next, ensuring a solid operational foundation so founders can focus on their core mission. We've proudly supported over 300+ venture-backed startups, who have collectively raised more than $20 billion in funding.
From pre-seed to IPO, airCFO can help you navigate every stage of your startup journey.
Financial Services
Auditec Solutions is a full-service recovery audit and payment accuracy firm located in the Greater Phoenix, Arizona area.
Financial Services
Merit Advisors provides our partners in the energy industry with the best financial solutions and vision to uncover overlooked savings. The team at Merit is built on decades of experience and insight throughout the entire energy value chain. Our strategic approach combined with our expertise, proprietary technology and data makes Merit Advisors the best at extracting trapped value and improving cash flow for our partners. When you partner with Merit Advisors, you get experienced energy professionals who are focused on delivering results so you can stay focused on your business.
Initially founded in 1998 as an appraisal and property tax consulting firm based in Gainesville, TX, Merit is constantly evolving to better serve its clients. This client-focused nature is demonstrated by various service lines and offices in geographically strategic locations (Dallas, Houston, Gainesville, TX, and Oklahoma City and Tulsa, OK).
Our 350+ clients range from publicly traded corporations to individual small business owners and are serviced by a team that combines engineers, appraisal and valuation experts and seasoned tax and consulting professionals that bring together the perfect balance of high quality and diverse solutions of a larger firm while not foregoing the “high level touch” customer service of a boutique firm.
Financial Services
Empowering funds, deals, private equity, special purpose vehicles, start-ups and family offices with a fully managed, modern, intelligent back-office solution to achieve greater performance, transparency and trust.
Financial Services
Eiffel Investment Group is a third-party asset manager with €8 billion under management* with a focus on positive impact strategies and the financing of the ecological and energy transition.
Eiffel Investment Group’s investor base consists of large institutional investors (insurance companies, mutual insurers, pension funds, banks, family offices, public investors, etc.) as well as retail investors via intermediated distribution.
Backed by the Impala group founded by entrepreneur Jacques Veyrat, Eiffel Investment Group cultivates a strong industrial expertise, in particular in the field of the energy transition.
Eiffel finances companies and their assets through four main strategies: private debt, private equity, energy transition infrastructures and listed equities and credit.
Eiffel Investment Group invests for a sustainable world. Its investment strategies aim to generate not only a strong financial performance but also positive social and environmental impacts.
Eiffel Investment Group’s team counts more than 120 talented professionals*, in France (Paris), BeNeLux (Amsterdam), Italy (Milan), Poland (Warsaw), the United States of America (New York) and the UAE (Abu Dhabi).
* as of 12/2025 ; for AUM, including undrawn commitments.
Financial Services
AdvisorEngine is a digital platform to supercharge advisor growth.
A pioneer in digital wealth management technology, AdvisorEngine was the first company to integrate private-label robo-advice within a full enterprise B2B digital wealth management technology platform. Built from the beginning specifically for financial advisors, AdvisorEngine enables advisors to serve traditional wealth management clients and fully digital clients entirely from a single platform. From online account opening and report automation to comprehensive API platforms—and everything in between—AdvisorEngine provides the tools advisors need to scale more efficiently and compete more effectively.
Founded by a team of experienced, creative financial and technology executives, AdvisorEngine continues to innovate in order to keep advisors at the forefront of wealth management.
Financial Services
Avadian is the only financial service provider that will go out of its way every day to value you as a person, to make you feel delight and to improve your life.
To fulfill our mission statement, we strive to:
Create unique experiences for our members by providing a family atmosphere, caring staff, affordable prices and innovative products that are in line with today's technology and trends
Respond to our members with compassion, so they know they mean more to us than just a number
Work as a trusted and dependable resource for our members to help them achieve their financial goals
Support our communities outside of their financial needs through sponsoring and volunteering at local events and charitable causes
Financial Services
For half a century, ATEL Capital Group has financed the companies transforming our economy—deploying capital to more than 1,000 businesses globally. We specialize in venture lending and equipment financing for emerging, high-growth companies and equipment leasing for leading corporations worldwide.
Our venture lending business—ATEL Ventures, Inc.—supports visionary founders in the US and internationally with customized growth financing and equipment financing solutions designed to reach critical milestones, fuel growth, extend runway and preserve equity. Industry and stage agnostic, we partner with top-tier venture capital firms and exceptional founders building the future. Leveraging ATEL’s deep roots in equipment finance, we bring unique expertise particularly to capital-intensive sectors such as life sciences, energy, ag-tech, and aerospace.
Our equipment leasing business—ATEL Leasing Corporation—provides business-critical manufacturing, construction, and transportation equipment finance to investment-grade Fortune 1000s and other leading global enterprises. As an alternative to traditional bank lending, we provide quick, competitive solutions so clients can focus on their core business.
Our real estate investment business—ATEL Properties, Inc.—invests in a diverse portfolio of high-quality commercial and residential assets that balance income stability with long-term return.
Across all business lines, ATEL brings together a seasoned team, global network, and decades of experience to deliver strategic capital and enduring partnership.
Our unified platform reflects who we are: a bold private capital partner empowering innovators and global leaders in achieving what’s next.
Financial Services
Liberty SBF is a dynamic and entrepreneurial real estate debt and equity investment manager providing tailored private capital solutions to commercial real estate sponsors and owner-user businesses across the United States.
We specialize in three core areas:
- Owner-User Lending: Conventional and SBA 504 loans for businesses seeking to acquire or refinance real estate.
- Bridge Lending: Non-recourse bridge loans for transitional commercial properties, supporting value-add business plans, lease-up, partner buyouts, and acquisitions.
- Preferred Equity: Strategic equity investments behind permanent senior financing for multifamily sponsors looking to enhance capital stack efficiency for new acquisitions, refinancings and/or recapitalizations within their multifamily portfolio.
With a national footprint and a deep network of brokers, referral partners, and borrowers, Liberty SBF sources and structures high-quality transactions that meet the needs of today’s evolving CRE market and sponsor profiles.
Whether you're a business owner looking to purchase a facility, a CRE sponsor repositioning an asset, or a long-term investor seeking creative capital stack solutions—Liberty SBF delivers speed, certainty, and flexible capital. Email us at info@i.libertysbf.com or call (610)816-0200
Financial Services
The authoritative source for global data intelligence
Neudata provides actionable, unbiased market intelligence to buyers and sellers of market and alternative data. Combining human-powered data scouting services and a cutting-edge technology platform, Neudata's data expertise provides time- and money-saving insights for clients across the expanding data ecosystem.
Neudata's Software as a Service (SaaS) catalogue of dataset reports provide tools for users to easily search, source, manage, and compare data, while leveraging real-time insights from its team of expert research analysts based in London, New York and Shanghai. Its core clients include asset managers, hedge funds, private equity / venture capital firms, consultancies and corporations.
Its core philosophy is simple — Neudata catalogues and assesses datasets based on over 100 unique factors & delivers metadata reports and advice for a fee. It doesn't buy data, sell data, or accept revenue-shares or commissions from the data vendors that it recommends. That means users get unbiased intelligence that's tailored to their specific research goals.
Financial Services
TEL is a national provider of commercial equipment solutions, serving transportation, logistics, construction, food and beverage, and other industries. We offer leasing, sales, remarketing, and equipment finance for businesses and operators of all sizes. Founded in 2004 and headquartered in Chattanooga, Tennessee, with additional operations in Greenfield, Indiana, TEL has become a trusted partner for fleets, owner operators, and businesses nationwide.
We began by selling used trucks and trailers to carriers and remarketing off-lease equipment. Over time, TEL expanded into new equipment leasing and developed comprehensive programs to support every aspect of a business’s operations. Today, TEL is recognized as a premier provider of commercial equipment leasing, sales, remarketing, and equipment finance.
Our Four Core Divisions:
• Fleet Leasing: Leasing programs for private and for-hire fleets of all sizes with customizable terms, maintenance support, and warranty coverage.
• Owner Operator Leasing: Lease-purchase programs that empower independent operators to access high-quality equipment and grow their businesses.
• Equipment Sales: Selling off-lease and used equipment at competitive value while providing remarketing solutions for dealers and carriers.
•Equipment Finance: TEL Finance Advantage delivers tailored equipment finance solutions across industries for trucks, trailers, and other business assets.
Our vision is simple: Create Value in Everything We Do.
Financial Services
At Evolv, our mission is to increase sales, reduce costs, and mitigate risks for our merchants, agents, and partners. We achieve this by offering innovative and convenient payment processing as well as cutting-edge digital marketing solutions to banks, associations, sales offices, municipalities, and more. Our focus on building strong partnerships is driven by our dedication to excellent customer service.
https://linktr.ee/poweredbyevolv
Financial Services
Independent Financial Group, LLC is a securities and investment firm offering personalized services to individuals and institutional investors through our team of independent financial professionals. Our representatives offer professional advice and investments, including mutual funds, annuities, life insurance, fee-based asset management, direct participation programs, and stocks and bonds.
Our commitment is directly to the independent investment representative. Therefore, Independent Financial Group offers no proprietary investment products. This enables our affiliated representatives to focus on their client’s individual goals and objectives without concerns about specific product quotas and corporate mandated sales goals.
Independent Financial Group processes direct business accounts held through major mutual funds and insurance companies, as well as brokerage business through our clearing partner, Pershing, LLC.
Independent Financial Group is a national independent broker–dealer firm with corporate headquarters in San Diego, California.
Securities and advisory services through Independent Financial Group, LLC, a registered investment adviser. Member FINRA/SIPC.
Financial Services
True North Advisors is a privately owned wealth advisory and multi-family office headquartered in Dallas.
We serve business owners, private investors, and families with significant wealth who require more than investment management. They require a trusted strategic partner.
Personal by Design. Institutional by Capability.
Our role is to integrate every dimension of a family’s financial world, including wealth planning, portfolio construction, private investments, business exit strategy, and legacy design, into one aligned strategy. We earn trust through disciplined execution, deliver deeply personalized counsel shaped around each family’s values and vision, and stay one step ahead by anticipating complexity before it becomes reactive.
Founded in 2000, True North operates with a long-term orientation and a generational mindset. Our mission, Fulfilling Lives™, reflects our commitment to helping families use wealth intentionally, by preserving opportunity, strengthening purpose, and building legacies that endure.
The most important asset we manage is trust.
Financial Services
Founded in 2012 and headquartered in Austin, TX, Visio Lending is the nation’s leader in rental loans. We help investors grow their rental portfolios with our laser-like focus, streamlined process, innovative technology, and outstanding team. A strong leadership team backed by decades of experience and a deep understanding of real estate, technology, and finance, led us to become the 100+ employee and 6,000+ loan success we are today.
*All loans are originated by Visio Financial Services Inc. Visio Financial Services Inc. is licensed by the California Department of Business Oversight as a California Finance Lender, license number 60DBO-56345.
Financial Services
Dash Solutions is how forward-thinking organizations get everything they need to #MakePaymentsMeanMore to their business and to the people they pay
Financial Services
Our passion is to solve your greatest commercial finance challenges.
Slatt Capital is a privately held commercial mortgage banking firm with a reputation founded on relationship, integrity, and service excellence. With a track record of success spanning more than five decades, we are attuned listeners that expertly match borrower need with the right capital solution.
Financial Services
At Central Payments, we are improving how financial services are delivered and experienced, turning bold vision into market-leading financial products. With decades of expertise in financial services, we’ve simplified the complexities of payments and regulations through complete program-lifecycle management and seamless API integrations. Our approach enables partners to focus on what matters most—their customers, their brand, and their profitability.
To learn more, please visit central-payments.com.
Financial Services
The Smart Market for Institutional Investors
OneChronos is a U.S. equities ATS designed bottom-up to fundamentally address the growing gap between how trading venues match orders and how traders need to execute.
OneChronos is a Smart Market – the technical term for markets that match counterparties using mathematical optimization. Smart Markets have a proven ability to outperform traditional markets on metrics such as price improvement, liquidity, fairness, and transparency.
Smart Markets enable Expressive Bidding – a tool that gives market participants the fidelity of voice trading and the advantages of an electronic venue. All market participants can benefit from the unique liquidity that Expressive Bidding generates.
Operating a computationally intensive Smart Market at the speed, scale, and complexity of capital markets wasn’t possible until now. OneChronos is pioneering the artificial intelligence and technology that makes it possible.
Financial Services
Founded in 2004, eflow provides financial firms with technology solutions to help them comply with their regulatory requirements in a more streamlined, efficient and robust way. It offers award-winning solutions for market abuse surveillance, best execution, transaction-cost analysis, transaction reporting and eComms surveillance.
The company currently services over 140 clients across five continents, providing both buy-side and sell-side firms with highly configurable digital tools that are designed to keep them compliant and competitive in this ever-changing regulatory landscape.
eflow’s regulatory solutions are delivered through a PATH, a unique digital ecosystem that offers the speed, convenience and efficiency of off-the-shelf software, combined with a level of customisation that is typically only associated with a bespoke platform.
Financial Services
Established in 1908, Rothschild Wealth Partners has grown from a regional brokerage firm into an employee-owned, full-spectrum boutique firm with over $6 billion in assets under advisement. Across our 110+ year history, our core mission has remained the same: to empower individuals to make sense of their money, guide them to grow their wealth, and strategically provide robust protection measures.
At Rothschild Wealth, we don't rely on preset models. Instead, we offer customizable investment solutions, adapt to alternative investments when appropriate, and use risk management to protect against the downside. We are dedicated students of our trade, constantly enhancing our knowledge of investments, tax strategies, and financial planning. This commitment to continuous learning ensures that we always provide the highest quality service, unlocking our clients’ financial potential.
Partnering with affluent families, business owners, and executives, Rothschild Wealth helps navigate the intricacies of handling wealth to help ensure that our clients make the most of their financial future. When life changes, we know how to help.
Financial Services
Whether you measure your success by owning the land you farm, expanding your herd or facility for maximum production, or managing risk to provide security for your family – our purpose is simple...
"AgTexas Farm Credit Services is dedicated to the prosperity of agriculture and rural America."
AgTexas Farm Credit Services is a rural lending cooperative, providing competitive and reliable credit to Texas farmers, ranchers and rural property owners since 1934. Our lenders understand the unique needs of agriculture and customize loans to fit producers’ financing needs.
AgTexas is focused on agriculture. It’s all we do.
Your SUCCESS. Our PURPOSE.
Financial Services
Lakeshore Financial Group offers a range of financial products and services. We assist our clients by recommending products and services that are designed to help solve their risk and asset accumulation problems. By applying appropriate designs and selecting quality insurance and investment products, we help protect our clients’ well being. In order to live up to our clients’ expectations, we are committed to putting their needs and interests first. Whether it’s a retirement plan, an estate plan, or a business succession plan, our goal is to build and maintain long term relationships based upon integrity, performance, and responsiveness.
Establishing a relationship with Lakeshore Financial Group makes available to you an organization that keeps its focus on your interests. Drawing upon a network of professionals at our home office and broker/dealer, we participate in dynamic business relationships that bring you innovative ideas, excellent service, and a broad spectrum of financial products. Through the collaborative efforts of insurance underwriters, investment managers, and pension administrators, we deliver an understanding of your financial needs in an ever-changing financial world.
Securities are offered solely by Equity Services, Inc., Member FINRA (FINRA.org) and SIPC (SIPC.org), 1 N Franklin Ave, Suite 3450, Chicago, IL 60606 (312) 236-2500 Lakeshore Financial Group is independent of Equity Services, Inc. TC8513921(1025)3
Financial Services
Balentine is a majority employee-owned wealth management firm headquartered in Atlanta, Georgia, with a second office in Raleigh, North Carolina. We provide financial planning and investment management services for business owners and their families.
For more than 30 years, the Balentine legacy has been one of innovation, service to clients, and giving back to the community. We have been recognized locally and nationally for building a culture and workplace designed to provide outstanding service and results for our clients.
The opinions expressed herein are those of Balentine, LLC (“Balentine”) and are subject to change without notice. Balentine social media posts are provided for information purposes only and should not be considered investment advice or recommendation to purchase or sell any particular security, product or service. Balentine posts are based on data obtained from sources believed to be reliable but are not guaranteed as being accurate and do not purport to be a complete summary of the available data. Past performance is no guarantee of future results. Balentine does not endorse or take responsibility for any content, advertising, products, advice, opinions, recommendations, or other materials posted by followers or other third parties on Balentine’s social media sites. Any comments or opinions posted by another user should be attributed to that user and not Balentine. Balentine, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. More information about Balentine’s investment advisory services can be found in its Form ADV Part 2, which is available upon request.
Please read important disclosures here: https://www.balentine.com/disclosures
Financial Services
Built from a heritage that spans a half century, Innovayte is a self-clearing custodian that fuels growth-minded advisors’ entrepreneurial spirit, helping wealth advisors to thrive. From cutting-edge technology through its proprietary Accelerayte platform, to pairing advisors with dedicated team members throughout our service model, Innovayte offers advanced technology and services with a human touch.
Custody and administrative services provided by ETC Brokerage Services. Innovayte is an affiliate of ETC Brokerage Services.
Financial Services
Corporate One Federal Credit Union has been leading the way in providing premier investment, funding, and payment solutions for America's credit unions for more than 70 years. In addition to helping member credit unions grow their bottom line and manage cash effectively, Corporate One is enabling access to the industry’s new payment rails and creating opportunities for credit unions to take advantage of real-time payments. Corporate One also continues to nurture and grow our wholly owned CUSOs: Accolade Asset/Liability Advisory Services (balance sheet management), and Lucro Commercial Solutions (business lending).
Financial Services
Crossmark Global Investments is a faith-based firm that creates and manages values-based investment strategies for financial intermediaries and their clients. Founded in 1987, the firm has a rich history of inspiring and equipping its clients to go further in aligning their investments with their values. Crossmark is based in Houston, Texas. For more information visit:
www.crossmarkglobal.com.
For our Social Media Terms of Use and additional disclosures, please visit: http://crossmarkglobal.com/social-media-guidelines/
This is not to be construed as an offer to buy or sell any financial instruments and should not be relied upon as the sole factor in an investment making decision.
Financial Services
CastleOak Securities is a boutique investment bank focused on the capital markets, serving a broad array of corporate, governmental and institutional clients. Since its founding in 2006, CastleOak has grown to approximately 75 professionals and has assisted its clients on public offerings totaling over $4 trillion.
Financial Services
Clients work with us on some of their most challenging problems. Beyond assets like excess inventories and unwanted real estate holdings, we provide solutions and counsel for media budget challenges, supply chain logjams, and other pain points.
Financial Services
CTI specializes in helping businesses take full advantage of the tax credits and incentives they’re entitled to receive. To date, we’ve generated hundreds of millions of dollars in savings for thousands of companies, earning a reputation as a top provider in maximizing credits and for providing unsurpassed customer service. Our clients include companies of all sizes and varying industries throughout the United States. And, we partner with CPAs, HR Consultants, payroll companies and more to help their clients get all the credits they deserve.
Our focused services include the following primary areas:
- Business Tax Credits and Incentives
- State Income/Franchise Tax
- Sales and Use Tax
- Unemployment Insurance Cost Containment
- R&D: Research and development credits
- Cost segregation
- Green building incentives
- Equipment exemption
- CA Go Biz incentive
CTI offers the highest level of expertise by employing professionals with experience from Big 4 Accounting firms, state taxing agencies and government economic departments.
Financial Services
Odyssey Trust Company makes things simple, fast, and easy for our clients. We are a leading North American SEC-registered transfer agent and trust company known for the expertise of our team, our personalized service, our paperless solutions, and our commitment to move quickly on client requests. With offices in the US and Canada, and as both a CDS participant and DTC Fast Agent, we are one of the only transfer agents that work with clients on both sides of the border seamlessly.
Odyssey has a client base of more than 1,300 issuers, an expert team of over 140 people, and assets in trust in excess of $60B. We take pride in the strength of our team and the peace of mind we provide to our clients. To learn more, please visit www.odysseytrust.com
Financial Services
The Illinois Credit Union League is the primary trade association for credit unions in Illinois and provides its members with compliance and other pertinent operating information, legislative advocacy, and educational development opportunities. There are more than 210 credit unions in Illinois with more than $40 billion in assets and serving mor than 3 million members. We work together with our affiliate credit union members to provide the best service and to grow in an ever-changing financial landscape.
Financial Services
Parallel Advisors is a registered, independent wealth management firm. We specialize in active financial planning, solid portfolio construction, and mindful asset allocation designed to help individuals, families and trusts accomplish their financial goals. With offices in San Francisco, Dallas, Dayton, Durango, Honolulu, Oklahoma City, and Scottsdale, Parallel provides innovative, unrestricted and comprehensive solutions for our clients.
Independent Mindset:
As a registered investment advisor, Parallel has a fiduciary responsibility to work in our clients’ best interests. Unlike broker-dealers, Parallel has the freedom to choose investments and resources that best meet our clients’ objectives.
Inclusive Implementation:
Parallel's advisors work as a team and leverage our diverse expertise to offer well-balanced thinking and individualized service. We act as the key coordinator and point of contact with our clients’ accountants, estate planning lawyers, institutional money managers and other professionals to help ensure all of our clients’ finances are aligned with their goals.
Innovative Approach:
We flip the broker-dealer model on its head. Instead of relying solely on in-house resources and investments, we take a flexible, forward-thinking approach to serving our clients’ wealth management needs. From portfolio construction to due diligence, we select the industry partners we believe will enable us to make the right strategic decisions. This third-party network reinforces our commitment to independence and transparency.
Our Key Capabilities:
• Financial planning
• Investment management
• Investment manager due diligence
• Retirement planning analysis
• Philanthropic planning and evaluation
• Institutional style bond and cash management
• Portfolio analysis and comparison of investments and/or managers
• Tax planning and preparation
• Risk, insurance and annuity analysis
• Research services
• Intergenerational wealth transfer strategies
Financial Services
Company Name | Location | Category | Employees | Accuracy | Website | |
|---|---|---|---|---|---|---|
New York, United States (US) | Finance and Banking Finance and Banking | 100-150 | info@audaxprivatedebt.com | https://www.audaxprivatedebt.com/ | ||
Sherman Oaks, United States (US) | Finance and Banking Finance and Banking | 50-100 | info@LendingUSA.com | http://www.LendingUSA.com | ||
Columbus, United States (US) | Finance and Banking Finance and Banking | 50-100 | info@ecdi.org | http://www.ecdi.org | ||
St. Louis, United States (US) | Finance and Banking Finance and Banking | 50-100 | info@archbridge.com | http://archbridge.com | ||
San Diego, United States (US) | Finance and Banking Finance and Banking | 100-150 | info@coastalpayroll.com | http://www.coastalpayroll.com | ||
Irvine , United States (US) | Finance and Banking Finance and Banking | 50-100 | info@Intelliloan.com | http://Intelliloan.com | ||
Austin, United States (US) | Finance and Banking Finance and Banking | 100-150 | info@ownwell.com | https://www.ownwell.com/ | ||
San Diego, United States (US) | Finance and Banking Finance and Banking | 100-150 | info@cardiff.co | https://www.cardiff.co | ||
Omaha, United States (US) | Finance and Banking Finance and Banking | 100-150 | info@axosclearing.com | http://www.axosclearing.com | ||
Irvine, United States (US) | Finance and Banking Finance and Banking | 100-150 | info@missionloans.com | http://www.missionloans.com | ||
Fort Worth, United States (US) | Finance and Banking Finance and Banking | 50-100 | contact@equifyfinancial.com | https://www.equifyfinancial.com | ||
Indianapolis, United States (US) | Finance and Banking Finance and Banking | 100-150 | info@elements.org | http://elements.org | ||
Lombard, United States (US) | Finance and Banking Finance and Banking | 100-150 | info@forumfinancial.com | https://www.forumfinancial.com | ||
Towson, United States (US) | Finance and Banking Finance and Banking | 50-100 | info@greenspringadvisors.com | http://www.greenspringadvisors.com | ||
New York, United States (US) | Finance and Banking Finance and Banking | 100-150 | info@flourish.com | https://www.flourish.com | ||
Fort Worth, United States (US) | Finance and Banking Finance and Banking | 100-150 | contact@armlend.com | http://www.armlend.com | ||
Chicago, United States (US) | Finance and Banking Finance and Banking | 50-100 | info@OceanTomo.com | http://OceanTomo.com | ||
Cleveland, United States (US) | Finance and Banking Finance and Banking | 50-100 | info@airCFO.com | http://airCFO.com | ||
Gilbert, United States (US) | Finance and Banking Finance and Banking | 50-100 | info@auditecsolutions.com | http://www.auditecsolutions.com | ||
Dallas, United States (US) | Finance and Banking Finance and Banking | 100-150 | info@meritadvisors.com | http://www.meritadvisors.com/ | ||
Miami, United States (US) | Finance and Banking Finance and Banking | 50-100 | info@industryft.com | https://industryft.com | ||
Paris, France | Finance and Banking Finance and Banking | 100-150 | contact@eiffel-ig.com | http://www.eiffel-ig.com | ||
Raleigh, United States (US) | Finance and Banking Finance and Banking | 50-100 | info@advisorengine.com | http://advisorengine.com | ||
Hoover, United States (US) | Finance and Banking Finance and Banking | 100-150 | info@avadiancu.com | http://www.avadiancu.com | ||
San Francisco, United States (US) | Finance and Banking Finance and Banking | 50-100 | info@atel.com | https://www.atel.com | ||
Philadelphia, United States (US) | Finance and Banking Finance and Banking | 50-100 | info@libertysbf.com | http://www.libertysbf.com | ||
London, United Kingdom (UK) | Finance and Banking Finance and Banking | 50-100 | info@neudata.com | https://www.neudata.com/ | ||
Chattanooga, United States (US) | Finance and Banking Finance and Banking | 100-150 | info@tel360.com | http://www.tel360.com | ||
Newburgh, United States (US) | Finance and Banking Finance and Banking | 100-150 | info@poweredbyevolv.com | https://poweredbyevolv.com | ||
San Diego, United States (US) | Finance and Banking Finance and Banking | 100-150 | info@ifgsd.com | http://www.ifgsd.com | ||
Dallas, United States (US) | Finance and Banking Finance and Banking | 50-100 | info@truenorthadvisors.com | https://www.truenorthadvisors.com | ||
Austin, United States (US) | Finance and Banking Finance and Banking | 100-150 | info@visiolending.com | http://www.visiolending.com | ||
Birmingham, United States (US) | Finance and Banking Finance and Banking | 100-150 | info@dashsolutions.com | http://www.dashsolutions.com | ||
Burlingame, United States (US) | Finance and Banking Finance and Banking | 50-100 | info@slatt.com | http://www.slatt.com | ||
Sioux Falls, United States (US) | Finance and Banking Finance and Banking | 50-100 | info@central-payments.com | http://www.central-payments.com | ||
New York, United States (US) | Finance and Banking Finance and Banking | 50-100 | info@onechronos.com | https://www.onechronos.com | ||
London, United Kingdom (UK) | Finance and Banking Finance and Banking | 50-100 | info@eflowglobal.com | http://www.eflowglobal.com | ||
Chicago, United States (US) | Finance and Banking Finance and Banking | 100-150 | info@rothschildinv.com | http://www.rothschildinv.com/ | ||
Lubbock, United States (US) | Finance and Banking Finance and Banking | 100-150 | info@agtexas.com | http://www.agtexas.com | ||
Chicago, United States (US) | Finance and Banking Finance and Banking | 50-100 | info@lsfgchi.com | http://www.lsfgchi.com | ||
Atlanta, United States (US) | Finance and Banking Finance and Banking | 100-150 | info@balentine.com | http://www.balentine.com | ||
Dallas, United States (US) | Finance and Banking Finance and Banking | 50-100 | info@innovayte.com | https://innovayte.com/ | ||
Columbus, United States (US) | Finance and Banking Finance and Banking | 100-150 | info@corporateone.coop | http://www.corporateone.coop | ||
Houston, United States (US) | Finance and Banking Finance and Banking | 50-100 | info@crossmarkglobal.com | https://www.crossmarkglobal.com | ||
New York, United States (US) | Finance and Banking Finance and Banking | 50-100 | info@castleoaklp.com | http://castleoaklp.com | ||
New York, United States (US) | Finance and Banking Finance and Banking | 100-150 | info@evergreentrading.com | http://www.evergreentrading.com | ||
Folsom, United States (US) | Finance and Banking Finance and Banking | 50-100 | support@ctillc.com | http://www.ctillc.com | ||
Eagan, United States (US) | Finance and Banking Finance and Banking | 100-150 | info@odysseytrust.com | http://www.odysseytrust.com | ||
Naperville, United States (US) | Finance and Banking Finance and Banking | 50-100 | hello@icul.com | http://www.icul.com | ||
San Francisco, United States (US) | Finance and Banking Finance and Banking | 100-150 | info@paralleladvisors.com | http://www.paralleladvisors.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.