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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Out of the Box is your most trusted choice for QuickBooks accounting services. With over 30 years of experience and a proven track record of serving more than 50,000 satisfied clients, we offer a comprehensive outsourcing solution.
Our QuickBooks accounting services provide you with accurate financials and complete peace of mind. We offer one-on-one expert support, powerful financial reporting, and real-time insights at your fingertips.
At Out of the Box Technology, we go beyond numbers. We're here to simplify your financial life, so you can focus on what matters most. Our mission is to empower entrepreneurs with the financial tools, services and insights they need to thrive.
Learn more about our Out of the Box solutions for your bookkeeping needs!
Financial Services
At Summit, we design and strategically implement professional benefits, insurance, and investment solutions that help secure a healthy financial future for our clients.
Founded on the vision of creating a full-service benefits firm, Summit utilizes many years of industry knowledge coupled with bright, hard-working, and extremely credentialed employees to take satisfaction to a new “Summit”.
Investment Advisor Representative offering securities and advisory services through Cetera Advisor Networks LLC, member FINRA/SIPC. Cetera is under separate ownership from any other named entity.
Financial Services
At CSG Forte, we help our customers grow their businesses quickly and scale payments smarter with a unified payments platform. Our platform seamlessly adapts to meet your evolving needs, while reducing complexity and cutting costs. With our experience, world-class technology and vast ecosystem of partners, we have the solutions and skills to grow alongside your business.
A little bit more about us:
🌟 20+ years of experience
🌐 98,000+ merchants supported across the U.S.
💰 $98 billion in payments processed annually
✔ 178 million transactions processed annually
At CSG Forte, we work better together. Thousands of government, telecom, healthcare, insurance and other industry merchants trust CSG Forte as their digital payments solution provider of choice.
Our award-winning, Nacha-preferred payments solution allows companies to process omnichannel payments and offer agnostic payment acceptance, online, in person and over the phone. And we continue to raise the bar— CSG Forte was recognized by The Strawhecker Group (TSG) as the Best API Set in the 2023 Best of Breed API Awards.
From small and medium-sized businesses, to integrated software vendors (ISVs) and Fortune 500 enterprises, we have the experience and solutions to fit your needs to process payments faster, smarter and at scale.
Financial Services
Western Funding is a fast growing, specialized consumer finance company and subsidiary of Westlake Financial Services, providing automobile financing to borrowers with limited access to traditional credit. Western Funding enables the origination, accepts assignment of and services installment loan contracts originated by its national network of automobile dealers. Dealers own their portfolios and share in the collections on the associated installment loan contracts.
Our present and future success as a company is deeply rooted in our employees and culture. Western Funding believes that an important enabler to achieving our business objectives is a culture that supports and enhances our activities in pursuit of making our program more valuable to our dealers. To that end, we have established a set of six core values that we ask all team members to live by. We will increase our likelihood of success if we are:
♦ Fun
♦ Accountable
♦ Strategic
♦ Team-Oriented
♦ Efficient
♦ Respectful
Our team members are vested in our success and in living our core values. If you are interested in being a part of what we are building here, come join us! Visit our website to find career opportunities with Western Funding.
Financial Services
At Great Gray® we believe in – and are driven by – growth. In continually expanding and transforming retirement solutions through technology that streamlines, innovation that unlocks potential, and a mindset that reaches far beyond the status quo.
Growth that brings new efficiencies, new possibilities, new goals to our customers.
And to their customers.
From acting as a trustee for CITs, where we transcend oversight by working to ensure assets are not just managed but maximized, to delivering modern approaches like our onboarding tool BoardingPass®, we never stop looking for smart ways to innovate and grow our industry. And ultimately, bring greater value to those we serve.
Always listening, learning, applying new concepts on top of a long-standing reputation for fiduciary strength and expertise. Creating what’s next from a critical foundation of discipline and trust.
Empowering our industry, customers, and ourselves to grow confidently.
Disclosures:
Great Gray Trust Company, LLC serves as Trustee for its bank collective investment trusts (“CITs” or “Funds”) and maintains ultimate fiduciary authority over the management of, and investments made in, the Funds. The Funds are not mutual funds as the Funds and their units are exempt from registration under the Investment Company Act of 1940 and the Securities Act of 1933, respectively.
See full disclosures here: https://greatgray.com/wp-content/uploads/2025/05/Standard-Great-Gray-Disclosure-4.15.2025-rev5.9.pdf
Financial Services
Established in 1988, Prime Buchholz LLC is an industry-leading, completely independent investment advisory firm. To each of our 250+ clients, we are more than just a service provider; we are a full-fledged investment partner whose mission is to go above and beyond in pursuit of greatness—beyond just numbers.
For over 30 years, the firm has helped educational endowments, private and public foundations, cultural and religious institutions, health care and insurance organizations, and high-net-worth families align their portfolios with their missions and values. We take great pride in joining forces with clients to affect positive, lasting change in their communities and the world. Thus, nurturing long-term partnerships is a cornerstone of our work philosophy. Our adaptability, commitment to transparency, and independence from outside business relationships are also hallmarks of the firm. Simply put, our clients receive customized, personal service from a deeply experienced team that puts their best interests first.
As a pioneer in the world of alternative-investments advising, we specialize in all asset classes, including hedge funds, private equity, and real assets. We also seek to lead the way in diversity, equity, and inclusion, which we strive to integrate into everything we do—from growing our firm to evaluating investment managers, choosing vendors, and forming relationships with clients. Further, we harness the full resources of our firm to deliver thoughtful, mission-aligned investing solutions to clients focused on long-term environmental, social, and governance matters.
In these ways and many others, we work in close collaboration with our clients to create, implement, and monitor investment policies and asset allocation strategies to meet their unique investment goals.
Prime Buchholz is headquartered in Portsmouth, NH with offices in Boston and Atlanta. We are proud to be 100% employee-owned.
Financial Services
DCS helps dental groups, DSOs, and private practices maximize their revenue by providing expert revenue cycle management services and products.
WHAT WE DO: DCS shortens the time between the date of service and receipt of payment, so you can focus on delivering high-quality dental care.
We ensure that the RCM process is efficient, accurate, and fully compliant. DCS provides peace of mind that you’re receiving maximum revenue, while reducing your expenses across the board.
HOW YOU BENEFIT: Our extensive industry experience allows us to quickly pinpoint and resolve issues.
With DCS, you can expect increased revenue, simplified processes, and freedom to focus on clinical care.
HOW DCS IS DIFFERENT: DCS experts use our workflow and automation tools to make it easier for you to grow your dental business.
READY TO TALK? Reach out to us here on LinkedIn or visit DentalCashflowSolutions.com to schedule a free consultation.
WANT TO LEARN MORE? Visit our extensive archive of educational content at DentalCashflowSolutions.com/blog
Financial Services
We provide restructuring advice to creditors, debtors, financiers and asset buyers in bankruptcy and out-of-court restructuring; manage complex credit and credit-linked assets for institutional clients; and act as brokers and counterparty advisors in non-securities credit originations and secondary transactions. Our broker-dealer affiliate Dundon Markets LLC advises clients on a variety of securities transactions.
Financial Services
SpiderRock is a leading provider of advanced trading, risk management, and data solutions for global derivatives markets. Our technology powers institutional clients, including asset managers, proprietary trading firms, and bank trading desks, with sophisticated tools for execution, analytics, and market access.
SpiderRock Technology Solutions, LLC is the parent company of:
SpiderRock Platform Services, LLC – Designs and operates SpiderRock’s trading and risk platform, delivering high-performance execution, market data, and risk management for institutional and broker clients.
SpiderRock EXS, LLC – A FINRA-registered broker-dealer and options ATS, specializing in electronic execution and market access solutions.
SpiderRock Gateway Technologies, LLC – Provides institutional-grade market data and analytics, delivering direct exchange feeds and proprietary datasets to power trading and research.
With a focus on innovation and performance, SpiderRock continues to redefine trading technology by integrating high-performance computing, intelligent automation, and deep market expertise. Our solutions are designed to help institutional clients navigate complex markets with greater speed, precision, and insight.
Want to learn more? Contact us at learn@spiderrock.net or visit www.spiderrock.net/contact.
Financial Services
Founded in 1974, R&T Deposit Solutions provides deposit funding, liquidity management and securities-based lending programs to the financial services industry. Through its tech-enabled services, R&T helps banks, credit unions, broker-dealers, trust companies and wealth managers meet their unique cash sweep, deposit funding, and securities-based lending needs. As a recognized leader in the administration of deposit networks, the Demand Deposit Marketplace® (DDM®) program administered by R&T provides banks and other depository institutions access to billions of dollars in reciprocal deposits, and for their underlying customers, access to expanded levels of FDIC insurance coverage on their deposits through other participating banks in the program.
For a list of banks in the networks administered by R&T, visit https://rnt.com/about/bank-lists/. R&T is a portfolio company with the majority interests owned by private equity firms, GTCR and Estancia Capital Partners. Both firms have partnered with R&T to expand its market presence and achieve sustained growth by further strengthening R&T’s leadership team, expanding its product offerings and enhancing the firm’s risk management and technology infrastructure.
Financial Services
Financial Growth Partners is a full-service financial services firm with offices across the Mid-Atlantic region, including Hunt Valley, MD, Reston, VA, Lancaster, PA, Wilmington, DE, Annapolis, MD, Richmond, VA, Virginia Beach, VA.
We understand the challenges and financial complexities that individuals, families, and business owners face in today’s world. Our team-based environment and dedication to service excellence sets us apart. Experience a new wealth of possibilities by working with one of our financial representatives.
This website is intended for general public use. By providing this content, Park Avenue Securities LLC is not undertaking to provide investment advice or a recommendation for any specific individual or situation, or to otherwise act in a fiduciary capacity. Please contact a financial representative for guidance and information that is specific to your individual situation. Financial Growth Partners is the doing business as name of IA PA, LLC, an Agency of The Guardian Life Insurance Company of America (Guardian), New York, NY. Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. OSJ: 11350 McCormick Road, Executive Plaza III, Suite 202, Hunt Valley, MD 21031, (667) 318-0801. PAS and Financial Growth Partners are wholly owned subsidiaries of Guardian. The Living Balance Sheet® and The Living Balance Sheet® Logo are service marks of The Guardian Life Insurance Company of America® (Guardian), New York, NY. © Copyright 2005-2025 Guardian.
Important Disclosures: https://www.guardianlife.com/disclosures
Privacy Policy: https://www.yourfgp.com/privacy-policy
Terms & Conditions: https://www.yourfgp.com/terms-of-use
Financial Services
Welcome to AgTrust Farm Credit! We are a cooperative lender based in Fort Worth, Texas, dedicated to providing comprehensive financing for rural land and agricultural operations. With $2.9 billion in assets and part of the nationwide Farm Credit System, we proudly serve 81 counties in Texas and New Mexico.
Our loan specialists have a deep understanding of the unique needs of rural landowners because we live and work in the areas where we serve. However, we are also here to assist those in urban areas who dream of finding their perfect home outside the city limits.
So, whether you're a rural landowner or someone dreaming of finding their perfect home in the country, we're here to support you every step of the way.
Financial Services
Cantor Fitzgerald Asset Management provides investment management, asset management and advisory services to investors in global equity, multi-asset, real estate, infrastructure, fixed income, and private market opportunities. To learn more about our capabilities, visit: www.cantorassetmanagement.com.
Cantor Fitzgerald Asset Management is a division of financial services industry leader, Cantor Fitzgerald, L.P.
Financial Services
Chilton Trust is a boutique wealth management firm designed to provide the continuity, structure and acumen to protect and enhance the intergenerational wealth of select families and institutions. The firm is built on the deep investment culture and rigorous standards of performance excellence which have been the hallmark of Chilton Investment Company. We offer a full suite of individually customized services including access to internal equity and fixed income management, best-in-class external traditional and alternative managers, standalone trust company capabilities, consolidated wealth reporting, comprehensive family office services and transactional planning. Furthermore, our emphasis on relationship management is vital and built upon integrity, confidentiality, high quality service and customization to meet the evolving needs and complexities that often exist with our clients.
Financial Services
Preparing for that next step in life isn't always easy. The road to financial stability can seem complicated, time consuming, and overwhelming.
Whether you are preparing for a milestone life event, retirement, the sale of a business, or simply looking to protect your financial future, Capstone Partners Financial and Insurance Services and our Financial Services Representatives promise to offer you a new level of attention, insight, and guidance.
At Capstone Partners Financial and Insurance Services, we work closely with you to understand your goals and to identify obstacles that may prevent you from reaching them. We then present you with manageable next steps and strategies so you can move past those obstacles and toward a more successful financial future.
Headquartered in Newport Beach, we have more than 100 financial professionals who provide customized financial solutions for thousands of clients across the Western United States. A particular area of focus for Capstone Partners is special needs planning. We help families develop life care plans, which can help make a difference in the quality of life for a loved one with special needs and all family members.
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MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives. Local sales agencies are not subsidiaries of MassMutual or its affiliated companies. Financial Services Representatives are independent contractors and are not employees of MassMutual, its subsidiaries, or of General Agents with whom they contract. Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC.
Financial Services
Since 1980, Forest Hills Financial Group (FHFG) has attracted and cultivated the nation’s top advisors, who deliver extraordinary results and consistently exceed client expectations.
Forest Hills Financial Group’s success is due to the excellence of our advisors. To help each advisor maximize their potential, we provide an extensive array of resources, access to industry leadership, growth opportunities, and fulfilling work-life balance. We go above and beyond to support our advisors—and make it part of our mission to fulfill their aspirations and passions.
FHFG has more than a hundred financial professionals and multiple locations. We’re proud of our unwavering commitment to the values we were founded on—respect, integrity, and loyalty—as well as our enthusiastic adoption of today’s newest and most innovative ideas.
For career information, visit: www.fhfg.com. The Living Balance Sheet® (LBS) and the LBS Logo are service marks of Guardian. © Copyright 2005-2018 Guardian. Forest Hills Financial Group is an Agency of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. OSJ: 200 Broadhollow Rd., Ste. 405 Melville NY 11747, ph# 631.589.5400.
PAS is a wholly-owned subsidiary of Guardian. This firm is not an affiliate or subsidiary of PAS. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation.
Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof.
2018-62250
Financial Services
NEWITY is your source for small business capital. As the #1 facilitator of SBA 7(a) loans, NEWITY has helped over 125,000 small businesses secure more than $12 billion in SBA loans.
Founded in 2020, NEWITY’s leading technology makes the process easy, helping businesses receive their SBA funding 3x faster than the national average. In 2025, we launched our NEWITY Growth Term Loan, offering small business owners another option for securing affordable funding. With human support every step of the way, businesses are empowered to access the capital they need to thrive. To join NEWITY’s growing small business community, visit newitymarket.com.
RECENT AWARDS
#596 on the 2025 Inc. 5000 List - Inc.
25 People to Change Banking in 2025 - American Banker
2024 Best Business Services Marketplace - LendVer
2023 Best Employee Retention Credit (ERC) Company - LendVer
Financial Services
Cypress Bank & Trust is an independent Florida-chartered full-service bank, trust and investment management company regulated by the Florida Office of Financial Regulation. It operates offices in Palm Beach, Naples, Vero Beach, Winter Haven, Jacksonville and Winter Park with additional representation in Sarasota and The Villages. The company has been managing wealth and preserving legacies since its founding in Palm Beach in 1996. It focuses exclusively on providing full-service banking solutions to individuals and businesses, customized investment strategies, serving as a corporate trustee, personal representative or agent during estate settlement, and as an administrative trustee for clients already committed to an outside investment plan. A strict code of ethics is conveyed through all of its interactions with clients, associates, and the communities it serves. Trust and Portfolio Management services offered by Cypress Bank & Trust are not insured by the FDIC; are not deposits, are not guaranteed; and are subject to investment risks, including possible loss of the principal invested.
Financial Services
Dunmor is a technology-forward, data-empowered national direct lender specializing in residential real estate investment loans. Established in 2021, the company provides short-term bridge loans, fix and flip loans, and construction financing for residential and multifamily investment properties. Dunmor works directly with borrowers and brokers, offering competitive rates, efficient closings, and exceptional customer service.
We have built a team of highly experienced and long-tenured mortgage professionals who understand the diverse needs and asset types within the business purpose lending space, allowing us to quickly help real estate investors scale their businesses effectively.
Financial Services
Lender Partner of the Fraternal Order of Police.
- Named an Inc. 5000 Fastest Growing Company
- Recognized as one of America’s Top Mortgage Employers for 2017, 2019 & 2020
- Honored as Baltimore's Top Workplaces by The Baltimore Sun in 2014, 2015, 2017, 2018, & 2019
- Baltimore Business Journal Best Places to Work Finalist
- National Mortgage News Best Mortgage Companies to work for in 2020
- National Mortgage News - Best Places to Work in 2019 & 2020
- Ellie Mae Hall of Fame in 2017
Direct Mortgage Loans is committed to outstanding mortgage solutions and building life-long relationships. Giving our employees the resources, knowledge, and training to grow, and then help them to succeed, is our passion. Our values are centered on effective, proactive and respectful communication. We have earned a reputation for integrity, excellent service, intelligent staff and efficient processes.
The professionals at Direct Mortgage Loans are committed to the communities that we serve. We are proud of those in our organization who have actively participated in events and initiatives that help others in our communities.
Direct Mortgage Loans, LLC NMLS # is 832799. We are licensed in Alabama, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Indiana, Illinois, Maryland, Mississippi, New Jersey, North Carolina, Pennsylvania, South Carolina, Texas, Virginia, and West Virginia. Direct Mortgage Loans is an Equal Housing Lender. Information about our company, including our licenses, can be found at www.nmlconsumeraccess.org and on our license page.
Financial Services
State Employees Credit Union has been providing exceptional care to our members since 1958. Locations throughout New Mexico, thousands of ATMs and nearly 30,000 Shared Branching locations across the nation. Visit our website to view our current offers and see how we can help you save money. www.secunm.org.
Financial Services
Accredited Investors Wealth Management® offers tailored financial planning services most applicable to those with investment portfolios greater than $3 million. We serve clients in the Twin Cities and beyond, emphasizing collaborative relationships and personalized strategies. Our team is comprised of seasoned professionals from diverse backgrounds, including accounting, law, investment research, banking, insurance, and philanthropy. Through our acclaimed Wealth Management Index™, we facilitate meaningful discussions incorporating wealth and personal values, empowering clients to make informed decisions. Established in 1987, Accredited manages approximately $3.7 billion in investment assets for over 600 client families as of 12/31/2024. Spend Your Life Wisely™.
For important information and disclosures, visit accredited.com/disclosures.
Financial Services
At Intrinsic, we partner with private equity funds and middle market teams to help them navigate their toughest financial decisions and challenges. Through transaction diligence, valuation, technical accounting, and CFO advisory support, we approach every engagement with purposeful intensity - tailoring our work to the situation at hand and zeroing in on the details that drive outcomes. That's how we cut through complexity and deliver insights our clients can act on.
Founded in 2010 and headquartered in Denver, we are a firm built around craftsmanship, strategic execution, and accountability. We’re known for meeting people where they are, whether working with first-time sellers or experienced investors. No matter the project, we bring the same level of attention and follow-through, because “good enough” isn’t good enough.
We’re not here to be all things to all people. We’re here to be the partner you return to through acquisition, growth, and exit in the middle market.
Financial Services
BrightStar Credit Union is unmatched in providing quality financial services to our members. We are among the largest credit unions in South Florida with over 58,000 members and over half a billion in assets.
Financial Services
VFI finances high-value assets across a wide range of industries, serving middle-market companies. We help companies acquire equipment and fund projects to grow and stay competitive. Because we are a direct lender and make our own credit decisions, we can move quickly and offer flexible solutions without origination fees or strict covenants.
A few solutions we offer:
▪️Fixed-Asset-Based Lending
▪️Project Financing
▪️Lease Lines of Credit
▪️Sale-Leasebacks
▪️Custom Financing Structures
VFI can help your business with:
▪️Acquiring and upgrading essential equipment
▪️Investing in technology and infrastructure improvements
▪️Expanding operations and optimizing assets
▪️Preserving cash flow while funding long-term projects
Partner with us. VFI is a reliable funding source for brokers and vendors.
Financial Services
Founded in 2001, Cumberland Trust offers a unique team approach to traditional trust and estate administration. We recognize that many individuals and their families have long-standing relationships with financial advisors, attorneys, and accountants. We respect these relationships and welcome the opportunity to provide trust and/or estate administration, while working with the investment management and other professional advisors of the family's choosing. Our focus is on the beneficiaries, their needs and their values rather than on managing assets.
We have provided professional, comprehensive trust and estate administration services for more than 25 years and have been named trustee and/or executor by many families searching for an alternative to naming a family member.
We are headquartered in Nashville, Tennessee and have ten additional offices across the country in Atlanta, Austin, Chattanooga, Dallas, Knoxville, Memphis, Philadelphia, Richmond, St. Louis, and Tampa-St. Pete. Today, Cumberland Trust has grown to more than 140 employees, with over $10 billion in assets under administration serving clients and advisors all over the United States.
Financial Services
ACES Quality Management is the leading provider of enterprise quality management and control software for the financial services industry. The nation’s most prominent lenders, servicers and financial institutions rely on ACES Quality Management & Control® software to improve audit throughput and quality while controlling costs, including:
-60% of the top 50 independent mortgage lenders;
-8 of the top 10 loan servicers;
-11 of the top 30 retail banks; and
-3 of the top 5 credit unions in the United States.
Unlike other quality control platforms, only ACES delivers Flexible Audit Technology, which gives independent mortgage lenders and financial institutions the ability to easily manage and customize ACES to meet their business needs without having to rely on IT or other outside resources. Using a customer-centric approach, ACES clients get responsive support and access to our experts to maximize their investment. For more information, visit www.acesquality.com or call 1-800-858-1598.
Financial Services
Exceptional trading emerges where human intuition meets frictionless experimentation. Our platform and processes enable traders to rapidly investigate ideas, identify emergent patterns, and convert insights into live strategies. This synthesis creates a flywheel of discovery — the key to our pursuit of excellence.
Financial Services
We offer products that make it easy to access, synchronize, and interpret data from your business customers’ financial software for specific use cases, such as onboarding suppliers to commercial card programs and underwriting business loans.
The depth of specialization and expertise that runs through our products and service enables our clients to more effectively grow share of wallet, reduce churn, and scale operations.
Founded in 2017, Codat is trusted by over 300 global clients and backed by leading investors, including JP Morgan, Canapi Ventures, Shopify, Plaid, Tiger Global, PayPal Ventures, Index Ventures, and American Express Ventures.
Financial Services
We are an FHA Approved Mortgage Bank and Direct Lender. We offer FHA, VA, USDA, 203K, Conventional, Jumbo, Streamline Refi, and Reverse Loans.
Our Corporate headquarters are located in Irvine California with branch offices that range from Florida to Hawaii.
HighTechLending Inc.
Corporate Headquarters
2030 Main Street
Suite #500
Irvine, CA 92614
NMLS ID #7147
HighTechLending Inc is an Equal Housing Opportunity Lender - HighTechLending Inc, NMLS ID #7147 (www.nmlsconsumeraccess.org). 2030 Main Street, Suite #500, Irvine, CA 92614. AZ Mortgage Banker License # 0912577; Licensed by the Department of Financial Protection and Innovation under the California Residential Mortgage Lending Act, License #4130937, DRE Real Estate Corporation License MLO Endorsement, License # 01778623, CO Mortgage Company Registration - Regulated by the Division of Real Estate; FL Mortgage Lender Servicer License #MLD1409; Georgia Residential Mortgage Licensee, License #53077; HI Mortgage Loan Originator Company License and Service License #HI-7147, ID Mortgage Broker/Lender License # MBL-2080007147, Illinois Residential Mortgage Licensee, License #MB.6761112 (for licensing information, go to: www.nmlsconsumeraccess.org), MD Mortgage Lender License #21762, NC Mortgage Lender License #L-165611; NJ Residential Mortgage Lender License, NM Mortgage Loan Company, NV Mortgage Company License #4517, OR Mortgage Lending License #ML-4386 and Servicer License #MS-139; PA Mortgage Lender #49892; SC Mortgage Lender/Servicer License #MLS-7147; TX Mortgage Banker Registration; UT Residential First Mortgage Notification and Mortgage Entity License #8874117, Virginia Broker and Lender Licenses #MC-5962 NMLS ID #7147 (nmlsconsumeraccess.org); WA Consumer Loan Company License #CL-7147.
For complete licensing, visit http://www.hightechlending.com/compliance-information/
Financial Services
Syntax LLC is a financial data and technology company that codifies business models into a relational system we call Affinity® Data. Syntax operates through three segments: Affinity® Data, Syntax Direct℠, and Syntax Indices. Using its patented FIS® technology inspired by systems sciences, the Affinity® Data segment offers the most comprehensive, granular, and accurate product line revenue data available on the market. The Syntax Direct segment then uses this abundance of data to facilitate the near instantaneous creation and ongoing management of boundless direct indexing solutions and rules-based equity portfolios through a fully automated platform. The Syntax Indices segment offers customized and proprietary indices, including core global benchmarks and micro- and macro-thematic, smart beta, defined outcome, and target volatility indices. These indices are foundational for a range of financial products, such as ETFs, UITs, and structured products.
Financial Services
The Fundworks is a revenue based financing company.
Financial Services
Twain Financial Partners is a full-service specialty finance firm with $4 billion in assets under management providing a full range of capital needs to real estate and renewable energy developments throughout the United States. Founded in 2013, the firm is based in St Louis, Missouri and maintains offices across the country.
Financial Services
It doesn’t get simpler, faster, or friendlier than 1st United Credit Union. As one of the first credit unions in California, 1st United Credit Union was founded in 1932 and has been thriving in the San Francisco East Bay Area ever since. We believe in local, neighborly banking and hope you will too. Membership is available to anyone who lives, works, or attends school in Alameda, Contra Costa, San Joaquin, Solano, Stanislaus, or Kings Counties in California. For more information, visit 1stunitedcu.org.
Federally Insured by NCUA | Equal Housing Lender
Financial Services
Galatea Associates partners with global financial leaders to design, build and deliver critical customized solutions that require deep industry knowledge and technical innovation. Our outcome-oriented and highly efficient teams provide daily impact to our clients by seamlessly delivering in all phases of the software development lifecycle.
Galatea has fostered a culture of collaboration and excellence through creating diverse teams, providing support and empowering ownership to employees as they transform their careers. Our people are our greatest asset and collectively we drive towards sparking change within the industry, sharing in the successes of our clients, and enabling our clients to effectively change the world.
Financial Services
At CSC Leasing, we support innovative companies with non-dilutive financing
solutions that enable them to acquire the technology and equipment essential for growth, all while preserving liquidity and equity. With over four decades of experience, we offer a relationship-driven approach and comprehensive asset management services, ensuring companies get the equipment they need without depleting capital that can be better used to drive revenue. As an independently owned company using 100% of our own private capital, we have the flexibility to invest and partner with companies for the long term.
Our custom, low-cost solutions help companies overcome CapEx barriers, and have advantageous terms that are less onerous than traditional debt, without warrants or covenants. We provide the transparency, agility, and administrative ease needed for entrepreneurs and investors to efficiently manage their businesses in an ever-changing marketplace.
Financial Services
ExED ("Excellent Education Development") is the largest and only nonprofit back-office services and facilities funding provider to charter schools in California.
Mission:
Experienced. Reliable. Local. Committed.
ExED believes that every child – regardless of where they live – should have access to an excellent public education that opens the doors to opportunity and provides a pathway out of poverty. ExED strives to dramatically improve the quality of public education by creating access to K-12 schools with high student achievement in low-income neighborhoods through community-based charter schools. We are proud of our record as a trusted partner to more than 100 charter schools throughout California.
Description:
Mission-driven. Results-focused. A trusted partner.
As the full-service “CFO” for each school, we create efficiency and sound business practices that direct more resources to the classroom. With more than 20 years of experience serving more than 100 charter schools, ExED draws on extensive relationships with civic leaders, financial institutions, school districts and other stakeholders in the charter movement.
Financial Services
SYM Financial Advisors is a fee-only, employee-owned financial advisory firm which combines investment and wealth building strategies with strong relationships. We are dedicated to a client-centric philosophy of devoting the extra time, resources and energy to uniquely know each client and their goals. As fiduciaries, you can be assured that SYM operates in your exclusive best interest.
We specialize in portfolio management and wealth management for individuals and families, as well as retirement plan design and implementation for small to mid-size businesses. Our client service teams include 50+ motivated and experienced professionals in five locations in Indiana and Michigan.
Rooted in traditional values, SYM Financial Advisors serves as a trusted expert to our clients, using our team’s deep knowledge and real-world experience to serve as advocates and helping clients to achieve their vision of financial success.
Financial Services
Circit is an audit evidence collection platform for firms to verify the world's assets at source. We help teams save time on processes, tracking request statuses and collaboration with evidence providers. Firms using Circit deliver higher quality audits by elevating the client experience and streamlining direct from source collection.
The Circit platform is a fully integrated suite covering a range of products to facilitate audit, tax and funds use cases. The platform offers confirmations, client collaboration and transaction level third-party evidence. With a focus on security, we offer a directly regulated platform to connect all stakeholders seamlessly.
Financial Services
NMLS ID# 175656 For complete licensing info go to https://www.nmlsconsumeraccess.org IL Residential Mortgage License MB.0005608 American Portfolio Mortgage Corporation (APMC) was founded in 1996 by mortgage visionaries who still lead the company today. Equal Housing Lender.
Building upon its success in the mortgage market, the company expanded its focus and began investing in seasoned mortgages. APMC also launched a full-service retail origination platform, which originated agency, government and investor portfolio loans on a multi-state basis, through a growing team of professional mortgage loan officers and staff.
Our strength is your advantage...APMC is an independent and well-capitalized direct lender and mortgage banker. Unlike mortgage brokers, credit unions and most banks, we’re able to originate, underwrite and close all our loans in-house, allowing us to:
•accelerate the loan process
•ensure quality control at every step
•save our clients significant time and money
•provide for a comfortable, safe and secure transaction
Top producers deliver proven results...Our team of mortgage professionals includes top-producing loan originators. We equip them with powerful tools to ensure their customers’ success. APMC offers the most consumer-conscious business model in the industry, and we operate with the highest standards of integrity.
Our expertise and attention to detail deliver a loan process that’s fast, smooth and stress-free.
Serving your best interests...A trusted partner is critical in today’s ever-shifting financial marketplace. We measure our success by the satisfaction of our customers, and we seek to serve their long-term interests. As loans close, we continue to keep our customers informed of economic trends that may affect their financial status, and advise them of opportunities they may wish to explore.
Financial Services
21Shares is the world’s first and one of its largest issuers of digital asset ETPs, with the mission of empowering every investor to participate in the future of finance with confidence and conviction. The company was founded to make cryptocurrency more accessible to investors, and to bridge the gap between traditional finance and decentralized finance. 21Shares listed the world’s first physically-backed crypto ETP in 2018, building a seven-year track record of creating crypto ETPs that are listed on some of the biggest, most liquid securities exchanges globally. The business has scaled quickly, seeing exceptional growth. 21Shares now manages ~$11 billion in assets with over 50 ETPs globally, including the first spot Bitcoin and spot Ethereum ETPs. Backed by a specialized research team, proprietary technology, and deep capital markets expertise, 21Shares US delivers innovative, simple and cost-efficient investment solutions.
Financial Services
LetsGetFunded.com helps entrepreneurs access high-limit business credit and funding, often at 0% interest, without tax returns, collateral, or complicated paperwork.
We optimize credit profiles, remove reporting obstacles, and connect business owners with the right lenders so they can launch, scale, or rebuild with confidence.
If you’re looking to grow your business with real capital and expert guidance, we’re here to help.
Financial Services
Established in 1976 in Pittsburgh, Pennsylvania, Allegheny Financial Group is an SEC* registered investment advisory firm. We assist clients in every aspect of their financial lives through financial planning, portfolio management, market analysis, and risk management, plus business and estate planning. Successfully bringing together and leveraging expertise in all of these areas, Allegheny Financial Group is one of the most comprehensive providers of integrated financial services in the nation.
*SEC registration does not imply a level of skill or ability.
Financial Services
🌟 2025 & 2024 Australia’s Fastest Growing Fintech by The Australian Financial Review
🌟 2025 Fintech Lead of The Year
🌟 2024 Forbes Asia 100 To Watch
🌟 2023 Emerging Fintech of The Year Winner
🌟 2023 Women Leading Tech Award Winner
Hello Clever is a global AI-powered payments and loyalty platform transforming how businesses grow. With offices across multiple markets, we own licenses and operate real-time payment rails, embedding instant cashback, rewards, and actionable insights directly into every transaction. By combining payments infrastructure with proprietary data and AI at the core, Hello Clever turns what was once a cost center into a powerful growth engine for merchants — and builds a defensible, hard-to-replicate ecosystem worldwide.
Financial Services
We’re more than just a financial institution. We’re your trusted partner on your journey toward financial empowerment.
Founded in 1952 by members of IBEW Local 47, our institution later became SCE Credit Union. Over the decades, we’ve expanded our reach and now proudly offer a wide range of valuable financial products and services to members throughout Southern California and Southern Nevada.
In 2024, we changed our name to Rize Credit Union. Our new name reflects more than a refreshed brand — it represents our continued promise to uplift the communities we serve. With a bold vision to end poverty through financial empowerment, Rize CU is dedicated to providing the knowledge, access, and care that help individuals build lasting financial security.
While our name has changed, our commitment to our members remains as strong as ever. Rize CU honors the legacy of SCE Credit Union as a trusted financial partner, while embracing a future focused on progress, inclusion, and meaningful impact.
We’re proud of our rich history, and for over 70 years, we’ve provided knowledge, access, and care to uplift communities and secure better futures for all. We strive not only to guide our members through their finances but also to help them take control of their financial future.
Financial Services
Bishop Gold Group is a leading national precious metals dealer specializing in helping individuals protect their wealth through physical assets. In an era of economic volatility and inflation, we provide a secure pathway for investors to diversify their portfolios with physical gold, silver, platinum, and palladium.
Our Core Services
We specialize in the setup and management of Precious Metals IRAs (Gold IRAs), guiding our clients through the process of rolling over existing retirement accounts—such as a 401(k) or traditional IRA—into IRS-approved physical metals. Our team handles the complexities of secure depository storage, insured delivery, and IRS compliance, ensuring a seamless experience from initial consultation to final acquisition.
The Bishop Gold Group Difference: Education & Transparency
Unlike traditional brokerage firms, Bishop Gold Group operates on a foundation of investor education. We believe that a transparent marketplace is a healthy one. Our account specialists provide personalized, one-on-one guidance to help you understand:
Market Trends: Real-time analysis of gold and silver spot prices.
Product Selection: The difference between bullion bars and sovereign coins.
Wealth Preservation: How tangible assets act as a hedge against fiat currency devaluation.
Commitment to Integrity
As a BBB Accredited business with an A+ rating, Bishop Gold Group is committed to the highest ethical standards in the precious metals industry. We pride ourselves on our proactive client relations and our dedication to resolving every inquiry with professional care. We don't just sell metals; we build long-term partnerships based on trust, security, and financial clarity.
Contact Our Team
Protect your purchasing power today. Whether you are a seasoned investor or exploring precious metals for the first time, our experts are here to help.
Website: bishopgoldgroup.com
Phone: (833) 589-8100
Headquarters: Los Angeles, CA
Financial Services
Fund Services Group was founded to support the growth of private fund managers by providing outsourced finance, operations, and compliance services. For private fund managers with a passion for raising and deploying capital, we are the partner of choice for middle office services.
Financial Services
Founded in 2009 in Charlotte, NC, with the aim of making a difference in the lives of our clients, Premier Lending, Inc. helps make the dream of owning a home a reality for everyone.
By partnering with us, you can put your trust in what we like to call The Premier Promise.
PROCESS:
Keys in hand in 21 days! With upfront underwriting, a streamlined assembly line approach, and state-of-the-art technology, we consistently deliver on this promise or we waive the processing fees.
PEOPLE.
Simply put, our people and our clients come first. We are committed to providing our people the best training, tools, and culture to help them succeed, and in turn, exceed your expectations. We are also committed to giving back a portion of our profits to build homes for families in need.
PLATFORMS.
With Premier, you'll have access to state-of-the-art technology from our online application process to our mobile app which allow you to see your real-time loan status
PRICING.
With Premier's low rate, you can enjoy more in life. With a wide range of industry leading products at low prices, we'll work collaboratively with you to find the right fit at the right price.
We’re always looking for opportunities to improve and expand our business. If you believe you can be an asset to our company, please feel free to explore our job opportunities.
_______________________
Premier Lending, Inc. is an equal housing lender registered with the California Department of Real Estate (DRE) and the National Mortgage Licensing System (NMLS).
NMLS #238143 || DRE #01874583
www.nmlsconsumeraccess.org | 877-314-1499
Premier Lending, Inc is licensed by:
ARIZONA - BK - 1002240
FLORIDA - 238143
ILLINOIS - MB.6761432
MICHIGAN - FR0022365
NORTH CAROLINA - L-185038
OHIO - RM.804499.000
OREGON - ML-5837-238143
SOUTH CAROLINA - 238143
TEXAS - 238143
Financial Services
Fundwell is on a mission to redefine business financing with integrity and innovation. We help small and medium-sized businesses access working capital, including lines of credit, small business loans, and revenue-based financing, through our intuitive financial platform. By leveraging proprietary AI decisioning and a curated network of lender partners, Fundwell delivers transparent funding options that move at the speed your business demands. Since inception, we’ve supported thousands of businesses nationwide, providing over $1 billion in capital to fuel their growth.
Financial Services
Company Name | Location | Category | Employees | Accuracy | Website | |
|---|---|---|---|---|---|---|
Tigard, United States (US) | Finance and Banking Finance and Banking | 50-100 | info@outoftheboxtechnology.com | https://www.outoftheboxtechnology.com/ | ||
Dallas, United States (US) | Finance and Banking Finance and Banking | 100-150 | info@yoursummit.com | http://www.yoursummit.com/ | ||
Fort Worth, United States (US) | Finance and Banking Finance and Banking | 100-150 | info@csgi.com | http://www.forte.net | ||
LAS VEGAS, United States (US) | Finance and Banking Finance and Banking | 100-150 | info@westernfundinginc.com | http://westernfundinginc.com | ||
Las Vegas, United States (US) | Finance and Banking Finance and Banking | 100-150 | info@greatgray.com | https://www.greatgray.com/ | ||
Portsmouth, United States (US) | Finance and Banking Finance and Banking | 100-150 | adam.leech@primebuchholz.com | http://www.primebuchholz.com | ||
Savannah, United States (US) | Finance and Banking Finance and Banking | 100-150 | info@dentalcashflowsolutions.com | http://www.dentalcashflowsolutions.com/ | ||
New York, United States (US) | Finance and Banking Finance and Banking | 50-100 | info@dundon.com | http://www.dundon.com | ||
Chicago, United States (US) | Finance and Banking Finance and Banking | 100-150 | info@spiderrock.net | http://www.spiderrock.net | ||
New York, United States (US) | Finance and Banking Finance and Banking | 100-150 | info@rnt.com | http://www.rnt.com | ||
Hunt Valley, United States (US) | Finance and Banking Finance and Banking | 100-150 | info@yourfgp.com | http://www.yourfgp.com | ||
Fort Worth, United States (US) | Finance and Banking Finance and Banking | 100-150 | info@AgTrustACA.com | http://www.AgTrustACA.com | ||
New York, United States (US) | Finance and Banking Finance and Banking | 50-100 | cfsupport@cantor.com | https://www.cantorassetmanagement.com/ | ||
New York, United States (US) | Finance and Banking Finance and Banking | 50-100 | info@chiltontrustcompany.com | http://www.chiltontrustcompany.com | ||
Newport Beach, United States (US) | Finance and Banking Finance and Banking | 100-150 | info@capstonepartnersfinancial.com | http://www.capstonepartnersfinancial.com/ | ||
Melville , United States (US) | Finance and Banking Finance and Banking | 100-150 | info@fhfg.com | http://www.fhfg.com | ||
Chicago, United States (US) | Finance and Banking Finance and Banking | 50-100 | info@newitymarket.com | https://newitymarket.com | ||
Palm Beach, United States (US) | Finance and Banking Finance and Banking | 50-100 | info@cypressbanktrust.com | https://www.cypressbanktrust.com/ | ||
Los Angeles, United States (US) | Finance and Banking Finance and Banking | 50-100 | info@dunmor.com | https://www.dunmor.com | ||
Hunt Valley, United States (US) | Finance and Banking Finance and Banking | 100-150 | info@directmortgageloans.com | http://www.directmortgageloans.com | ||
Santa Fe, United States (US) | Finance and Banking Finance and Banking | 100-150 | info@secunm.org | http://secunm.org | ||
Edina, United States (US) | Finance and Banking Finance and Banking | 50-100 | info@accredited.com | http://www.accredited.com | ||
Denver, United States (US) | Finance and Banking Finance and Banking | 50-100 | info@intrinsicfirm.com | http://www.intrinsicfirm.com | ||
Cooper City, United States (US) | Finance and Banking Finance and Banking | 100-150 | contact@bscu.org | https://www.bscu.org | ||
Salt Lake City, United States (US) | Finance and Banking Finance and Banking | 100-150 | info@vfi.net | https://vfi.net | ||
Nashville, United States (US) | Finance and Banking Finance and Banking | 100-150 | info@cumberlandtrust.com | http://www.cumberlandtrust.com | ||
Denver, United States (US) | Finance and Banking Finance and Banking | 50-100 | info@acesquality.com | http://www.acesquality.com/ | ||
New York City, United States (US) | Finance and Banking Finance and Banking | 50-100 | info@ssgllc.com | http://www.ssgllc.com | ||
London, United Kingdom (UK) | Finance and Banking Finance and Banking | 100-150 | info@codat.io | https://www.codat.io/ | ||
Irvine, United States (US) | Finance and Banking Finance and Banking | 100-150 | info@hightechlending.com | http://www.hightechlending.com | ||
New York, United States (US) | Finance and Banking Finance and Banking | 50-100 | info@syntaxdata.com | http://syntaxdata.com | ||
Los Angeles, United States (US) | Finance and Banking Finance and Banking | 50-100 | info@Thefundworks.com | http://Thefundworks.com | ||
St. Louis, United States (US) | Finance and Banking Finance and Banking | 50-100 | marketing@twainfinancial.com | http://twainfinancial.com | ||
Pleasanton, United States (US) | Finance and Banking Finance and Banking | 100-150 | support@1stunitedcu.org | https://www.1stunitedcu.org | ||
Somerville, United States (US) | Finance and Banking Finance and Banking | 100-150 | info@galatea-associates.com | http://www.galatea-associates.com | ||
Richmond, United States (US) | Finance and Banking Finance and Banking | 50-100 | support@cscleasing.com | http://www.cscleasing.com | ||
Los Angeles, United States (US) | Finance and Banking Finance and Banking | 100-150 | support@exed.org | http://www.exed.org | ||
Winona Lake, United States (US) | Finance and Banking Finance and Banking | 50-100 | info@SYM.com | http://www.SYM.com | ||
Dublin, Ireland | Finance and Banking Finance and Banking | 50-100 | info@circit.io | http://www.circit.io | ||
Palatine, United States (US) | Finance and Banking Finance and Banking | 100-150 | info@goapmc.com | https://goapmc.com/ | ||
New York, United States (US) | Finance and Banking Finance and Banking | 50-100 | info@21shares.com | https://21shares.com/en-us | ||
New York, United States (US) | Finance and Banking Finance and Banking | 50-100 | info@letsgetfunded.com | https://letsgetfunded.com/ | ||
Pittsburgh, United States (US) | Finance and Banking Finance and Banking | 100-150 | info@alleghenyfinancial.com | http://www.alleghenyfinancial.com | ||
Sydney, Australia | Finance and Banking Finance and Banking | 100-150 | contact@helloclever.co | https://helloclever.co | ||
Irwindale, United States (US) | Finance and Banking Finance and Banking | 100-150 | info@rizecu.com | http://www.rizecu.com | ||
Los Angeles, United States (US) | Finance and Banking Finance and Banking | 50-100 | info@bishopgoldgroup.com | https://bishopgoldgroup.com/ | ||
Houston, United States (US) | Finance and Banking Finance and Banking | 50-100 | info@fundservicesgroup.com | http://www.fundservicesgroup.com | ||
San Francisco, United States (US) | Finance and Banking Finance and Banking | 50-100 | info@ugly.cash | https://ugly.cash/ | ||
Charlotte, United States (US) | Finance and Banking Finance and Banking | 50-100 | info@premierlending.com | https://www.premierlending.com | ||
New York, United States (US) | Finance and Banking Finance and Banking | 100-150 | info@fundwell.com | https://www.fundwell.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.