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Financial Services Companies Worldwide

Financial services provide, structure, and manage financial products, capital, and advisory services for retail, corporate, and institutional clients. This page lists companies operating in the Financial Services sector based on self-reported profile data. The directory currently holds 14838 companies in this sector. The largest share of listings is based in United States (US). Related sectors on Enterprise League include Accounting, Banking, Auditing, Financial Exports, Asset Management, Financial Exchanges, Angel Investment.
14,838 companies
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Financial Services
List of Financial Services companies in All locations

14838 companies

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Tariff Refunds & Recovery™ by Disaster Loan Advisors™ (DLA) Logo

Tariff Refunds & Recovery™ by Disaster Loan Advisors™ (DLA)

 Las Vegas, United States (US)

Tariff Refunds & Recovery is a Las Vegas, Nevada-based specialist firm dedicated to helping U.S. importers recover billions of dollars in unclaimed tariffs owed by the U.S. Government. Since 2020, Disaster Loan Advisors™ has assisted over 2,300 small and mid-sized businesses in navigating complex government relief programs, including ERC, PPP, and IRS ERC/ERTC claims.

We focus on identifying eligible businesses that paid CBP import fees between February 4, 2025, and February 24, 2026, due to the Supreme Court’s ruling that these tariffs were unconstitutional.

What sets us apart is our deep expertise in navigating the intricacies of CBP and CAPE guidance, ensuring accurate claim submissions and maximizing refund recovery. We provide personalized attention, clear guidance, and a commitment to ethical practices, offering a valuable service for a reasonable fee.

Our team’s experience with shifting rules and strict deadlines translates directly to our work on Tariff Refunds & Recovery, providing peace of mind and a streamlined process for our clients.

We handle IEEPA Tariffs, Reciprocal Tariffs, CBP Claims, Duty Drawbacks, Importer of Record (IOR) details, and CAPE Declarations, ensuring your refund is processed efficiently and accurately.
Financial Services
Finance

2019

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appli Home Loans is a leading mortgage broker and home loan provider based in Orlando, Florida. We are transforming the home loan process through enhanced technology, providing speed, convenience, and an unparalleled customer journey.

We specialize in helping homebuyers secure financing for conventional, FHA, VA, and HELOC loans, simplifying the entire process. Our mission is to provide expert guidance and personalized solutions tailored to each client’s unique needs, leveraging technology and embracing innovation.

At appli, we believe in leveling up the home-buying experience, challenging ourselves to elevate in all arenas and unlocking new abilities. We’re committed to building strong communities and supporting local causes. NMLS#2245566
Financial Services
Finance

2021

Multipli is a leading provider of software vendor financing and business payment plans for equipment purchases, operating across Australia, the United Kingdom, and North America. Since our inception in 2008, we’ve financed over 20,000 deals, providing a vital service to software vendors, IT & Telco companies, clean energy providers, and commercial equipment sellers.

We simplify the sales process by offering flexible payment plans that allow vendors to close deals more effectively, reduce sales-based friction, and accelerate their sales pipeline. Our end-to-end digital platform streamlines the financing process, offering electronic signing and faster upgrade paths.

Multipli’s unique approach – providing finance to your customers and their businesses, which we call payment plans – gives us a significant competitive advantage. We handle non-standard payment terms, freeing vendors from the constraints of traditional 90-day cycles, and we take on the risk, allowing you to focus on revenue. We are committed to providing fast, simple, and responsive financing solutions.

Multipli is a privately held company with a growing team of 24 professionals, headquartered in North Sydney, NSW, Australia, with UK and US offices as well.
Financial Services
Finance

2008

PRE Real Estate is a leading Commercial Real Estate advisory and brokerage firm serving clients in New Jersey and beyond.

For over 76 years, PRE has been dedicated to providing expert guidance on all asset classes, including industrial property, development properties, and existing investments. We help clients maximize the value of their real estate holdings and achieve their long-term investment goals.

Our approach centers on a deep understanding of market trends, combined with a commitment to personalized service. We specialize in off-market properties, lease or sale transactions, and development consulting, ensuring our clients make informed decisions. We are a trusted partner for businesses and investors seeking strategic real estate solutions.

PRE Real Estate offers comprehensive services, from initial property assessments to final transaction closings, backed by a team of experienced professionals.
Financial Services
Finance

1946

Heritage Financial Corporation is a leading residential and commercial mortgage broker based in Jersey City, New Jersey.

For over 30 years, we’ve been dedicated to helping families and individuals across New Jersey achieve their homeownership dreams, providing expert guidance and tailored financing solutions. We understand the unique challenges faced by our local communities and pride ourselves on building strong, long-term relationships with our clients.

At Heritage Financial, we offer a consultative approach, meticulously analyzing your financial situation and providing clear, unbiased advice to help you make informed decisions. Our team of experienced mortgage professionals, fluent in multiple languages including Hindi, Gujarati, Nepali, Spanish, and Arabic, is committed to making the home financing process accessible and stress-free.

We’re proud to be recognized as one of the top mortgage providers in Jersey City, consistently delivering exceptional service and competitive rates. We support more Americans as they navigate residential and commercial financing.
Financial Services
Finance

1994

Luminate Wealth Management & Insurance Services is a leading wealth management firm based in Irvine, California, dedicated to providing comprehensive financial planning and investment solutions to individuals and families.

We specialize in guiding our clients through every stage of life, from retirement planning and estate strategies to business succession and charitable giving. Our approach centers on building long-term, collaborative partnerships, ensuring we understand your unique goals and aspirations.

At Luminate, we prioritize clarity, organization, and proactive planning, helping you navigate complex financial decisions with confidence. We are committed to delivering reliable, objective, and educational advice, empowering you to live boldly and pursue your dreams. We work closely with your other trusted advisors to create a cohesive and supportive financial ecosystem.

Founded in 2005, Luminate Wealth Management & Insurance Services has grown to serve a diverse clientele, consistently earning the trust of generations through our dedication to exceptional service and personalized attention.
Financial Services
Finance

2005

North Texas Certified Development Corporation is a Plano, Texas-based lending organization specializing in SBA 504 loans and providing crucial financing to small businesses across Texas.

We offer long-term, fixed-interest financing – as low as 5.955% – for capital expansions and equipment purchases, providing a valuable alternative to traditional short-term loans.

NTCDC operates under the guidelines of the U.S. Small Business Administration’s Section 504 Certified Development Company program, guaranteeing 100% repayment of debentures and ensuring a smooth and efficient SBA borrowing experience for our clients. With over 100 years of combined SBA experience, our dedicated team of loan officers and underwriters are committed to supporting small business growth.
Financial Services
Finance

1981

Home Loan Enterprise is a leading mortgage lender based in Irvine, California, specializing in providing competitive rates and expert guidance to clients across the United States.

We assist individuals and families in securing home loans, including conventional, FHA, VA, and Non-QM options, empowering them to achieve their real estate goals. Our experienced team focuses on delivering personalized service and simplifying the mortgage process.

Since 2004, Home Loan Enterprise has built a strong reputation for integrity and commitment to client satisfaction, funding billions in loans and helping hundreds of clients save money on their mortgages. We are an NMLS ID: 246523 Equal Housing Lender.
Financial Services
Finance

2004

MC Capital Ventures is a leading investment firm based in Irvine, California, specializing in real estate, private companies, and blockchain/cryptocurrencies.

We focus on identifying and investing in innovative companies and technologies, with a particular interest in the rapidly evolving world of digital assets. Our approach centers on patient capital and strategic guidance, helping our portfolio companies achieve global reach and sustainable growth.

At MC Capital Ventures, we pride ourselves on attracting exceptional talent and fostering a culture of integrity and independent thinking. We’re dedicated to building long-term value and shaping the future of investment across diverse sectors. We provide more than just capital; we offer strategic connections and support to drive our partners’ success.
Financial Services
Finance

2017

Rapid Cash Advances, Inc. is an established financial services provider based in Orlando, Florida, specializing in short-term cash advances and payday loans.

We provide convenient access to funds for individuals and small businesses facing immediate financial needs. Our core service, the Cash Advance, allows customers to receive up to $500, often referred to as a Payday Loan or Payday Advance, with no credit check. We handle the process of cashing personal checks and holding funds until the customer’s next payday, offering a fast and reliable solution.

Rapid Cash Advances distinguishes itself through its extensive network of financial service centers across Florida, offering accessibility and personalized support. Founded in 1995, we’ve built a reputation for speed and transparency, serving a diverse clientele with a commitment to responsible lending practices. We operate 11 locations throughout Florida, including Orlando, Winter Haven, and Kissimmee.
Financial Services
Finance

1995

BankerValuation is a leading provider of business valuation tools and data for the underwriting community, based in the Greater Tampa Bay Area, Florida.

Since 2001, we’ve empowered lenders, wealth advisors, and SBA professionals with our web-based business valuation calculator. This tool leverages our extensive internal comparables database to deliver accurate and reliable business valuations in just 15 minutes.

Our focus on ‘main street’ businesses – those with annual revenues between $250,000 and $5 million – combined with our acceptance by the SBA for loans under $250,000, makes us a trusted resource for assessing business value and ensuring reasonable purchase prices. We support conventional lenders, wealth management planning, and lending service providers, offering a critical component to their client’s success.
Financial Services
Finance

2001

Collaborative Wealth is a financial planning and integrated wealth management firm based in Lake Mary, Florida.

We provide comprehensive wealth planning, investment advisory, and retirement solutions to help individuals and families achieve their financial goals.

Our team of experienced professionals offers personalized service and impartial asset management, focusing on building a strong financial foundation and guiding clients through every stage of life.

Collaborative Wealth is committed to integrity, trust, and delivering exceptional results for our clients.
Financial Services
Finance

2006

C1 Wealth Management is a Washington-based financial advisory firm dedicated to helping individuals, families, and businesses achieve long-term financial security.

We specialize in creating personalized financial plans encompassing retirement, investment, and insurance strategies, all underpinned by a client-centric approach. Our team of experienced professionals provides comprehensive guidance, from initial assessments through ongoing portfolio management.

What sets C1 Wealth Management apart is our commitment to understanding each client’s unique goals and risk tolerance, combined with a data-driven investment philosophy. We offer the C1 Check-Up, a thorough financial review designed to provide a roadmap for achieving your financial aspirations. We are a fiduciary, putting your needs first.

Founded in 2021, C1 Wealth Management has quickly established a reputation for integrity and expertise, serving clients across Washington, Alaska, Idaho, and beyond. We are a member of FINRA/SIPC and affiliated with Independent Financial Group, LLC (IFG).
Financial Services
Finance

2021

ValueInvesting.io is a Jersey City, NJ-based financial technology company specializing in automated valuation analysis. We provide a comprehensive platform for investors and researchers seeking to identify undervalued stocks globally.

Our core service is delivering accurate intrinsic value for over 45,000 public companies worldwide using sophisticated Discounted Cash Flow (DCF) and Weighted Average Cost of Capital (WACC) models.

ValueInvesting.io stands out through its global coverage, automated valuation process, and AI-powered SEC filings search, offering institutional-quality resources previously accessible only to Wall Street professionals. We empower investors to make data-driven decisions and outperform the market.

Launched in 2020, ValueInvesting.io has rapidly grown to serve a diverse clientele, including investment firms, research teams, and individual investors. We are committed to providing reliable, accessible, and powerful valuation tools.
Financial Services
Finance

2020

Mountain Peak Wealth Solutions is a financial services firm based in Portland, Oregon, dedicated to helping individuals, families, and businesses achieve lasting financial well-being.

We partner with National Life Group and True Path Financial to provide comprehensive financial planning, encompassing insurance, investment, business, and retirement strategies. Our approach centers on delivering clarity and reducing uncertainty through educated insights, allowing our clients to confidently navigate every stage of life.

As a trusted advisor, Mountain Peak Wealth Solutions offers personalized guidance and access to industry-leading financial solutions, built on a foundation of expertise, objectivity, and a long-standing commitment to our clients’ success. We pride ourselves on building strong, lasting relationships, prioritizing loyalty and results over mere numbers.

Founded in 1993, Mountain Peak Wealth Solutions has grown to serve clients across Oregon, Montana, and California, demonstrating a consistent track record of delivering exceptional financial outcomes.
Financial Services
Finance

1993

Fortiv Wealth Management is a multi-disciplinary private wealth firm based in Orlando, Florida, dedicated to providing comprehensive financial planning services to professionals and families.

We specialize in developing and managing investment plans, designing employee benefit plans, and planning for long-term care and estate needs. Our approach centers on understanding your unique aspirations and challenges, transforming them into strategic financial action.

Founded in 1961 by Tony Moreno Sr., Fortiv Wealth Group has a proud tradition of customer service excellence, built on a foundation of respect, integrity, and communication. Today, with a team of experienced professionals, we continue to honor this legacy while embracing innovative planning tools and modern wealth strategies, ensuring your future is our focus. Wealth with a Purpose.
Financial Services
Finance

1960

Corporate Asset Management, LLC is a leading provider of Broker Price Opinions (BPO) and REO management services, headquartered in Los Angeles, California.

We specialize in delivering accurate and reliable property valuations to real estate lenders, financial institutions, and investors across the United States. Our comprehensive suite of services includes AVM (Automated Valuation Models), Hybrid AVMs, and detailed REO value reconciliations, supporting critical decision-making in the mortgage and real estate markets.

With over two decades of experience, Corporate Asset Management leverages cutting-edge technology and a nationwide network of qualified REO agents to streamline property disposition and minimize losses. We are dedicated to providing efficient and effective solutions for managing REO assets, accelerating sales, and maximizing recovery value.

Founded in 2002, CAM has grown to serve clients nationwide, operating from facilities in Los Angeles and Orlando, Florida.
Financial Services
Finance

2002

Fast Auto Loan Approval is a New Jersey-based online car financing specialist dedicated to providing guaranteed affordable car loans to borrowers with bad credit.

We understand that securing a car loan can be challenging, particularly for individuals with low credit scores, limited down payments, or a history of financial difficulties. Our mission is to bridge the gap and offer a straightforward path to car ownership, regardless of your credit history.

Fast Auto Loan Approval works with a nationwide network of lenders to offer a wide range of financing options, including no down payment car loans, subprime auto loans, and loans for first-time buyers. We prioritize customer safety, utilizing 256-bit SSL encryption to protect your personal information.

With a proven track record of high approval rates – 87.4% – and a commitment to transparent lending practices, Fast Auto Loan Approval is a trusted partner in helping you achieve your automotive dreams. We specialize in helping students, first-time buyers, and those seeking a second chance to rebuild their credit.
Financial Services
Finance

2010

Build My Scores is a credit restoration and enhancement company based in Plano, Texas, serving consumers and referral partners across the nation.

We specialize in helping individuals increase their credit scores, achieve financial goals, and restore their buying power through expert credit repair services and dispute resolution, leveraging federal credit laws and consumer education.

Our commitment to ‘doing things with excellence’ is underpinned by industry knowledge and a robust technology platform, enabling us to provide comprehensive credit restoration solutions and empower our referral partners – including mortgage, real estate, and banking professionals – to deliver exceptional value to their customers. Founded in 2009, Build My Scores now employs 12 professionals.
Financial Services
Finance

2009

TMG Investments is a private equity fund based in San Diego, California, specializing in strategic investments across Real Estate Development, Agricultural Ventures, and Technology.

We focus on identifying and nurturing innovative projects within these sectors, providing capital and operational expertise to drive growth and deliver exceptional returns.

TMG Investments distinguishes itself through a family-oriented approach, prioritizing the success of all stakeholders and fostering long-term partnerships. Our team comprises experienced entrepreneurs with a proven track record in real estate, hospitality, technology, retail, and fuel distribution, ensuring a deep understanding of market dynamics and operational excellence.

With a strong foundation in financial acumen and market insight, TMG Investments is dedicated to delivering impactful investments and creating lasting value.
Financial Services
Finance

2019

Clarke Financial Group is a leading financial services firm based in Irvine, California, dedicated to empowering banks, broker-dealers, and credit unions to offer comprehensive annuity, long-term care, and life insurance solutions.

Since 1992, we’ve focused on providing customized institutional solutions with an advisor-centric approach, helping financial institutions enhance their marketing efforts and drive profitability.

Our commitment to success is reflected in our ‘Concierge’ service, offering personalized support, proactive case management, and 24/7 access to our cutting-edge website – ensuring peace of mind and prosperity for both clients and advisors. We partner with leading carriers like Global Atlantic, Lincoln, and Standard Insurance to deliver exceptional value.
Financial Services
Finance

1992

Hicks Pension Services is a California-based retirement plan administration company with over 50 years of experience. We specialize in providing comprehensive administrative services for 401(k), defined benefit pension, 403(b), profit sharing, and cash balance pension plans.

For over half a century, Hicks has been a trusted partner for businesses of all sizes, including law firms, accounting firms, medical corporations, banks, and trade associations. We handle the complex tasks of preparing employee statements, ensuring compliance with federal regulations, and generating all required government forms.

What sets Hicks apart is our dedicated team of pension consultants and administrators, each focused on delivering tailored solutions to meet your company’s specific needs. Founded in 1968, Hicks Pension Services has grown to serve clients across California, Hawaii, and beyond, offering independent professional assistance alongside your accountant, attorney, and investment advisor. We continually review and revise plans, presenting practical alternatives when changes are advisable. Retirement Plan Administration, Employee Benefit Plans, Qualified Plan Services
Financial Services
Finance

1968

U-Vest™ Financial is a leading investment advisory firm based in Tallahassee, Florida, dedicated to providing personalized financial planning and investment management services to individuals and businesses across the nation.

We understand that navigating the complexities of wealth management can be overwhelming. That’s why we offer a comprehensive suite of services, including retirement planning, insurance solutions, legacy and planned giving strategies, and education funding options. Our team works closely with clients to develop tailored strategies aligned with their unique goals and circumstances.

At U-Vest™, we pride ourselves on our commitment to building long-term relationships based on trust and transparency. We partner with Waddell & Reed and LPL Financial to deliver a diverse range of investment products and services, ensuring our clients have the resources they need to achieve their financial aspirations. We are committed to helping our clients build a secure and prosperous future.

U-Vest™ Financial has offices in Florida, Georgia, and Alabama, serving clients throughout multiple states. We are proud to be recognized for our dedication to client success and our commitment to providing exceptional service.
Financial Services
Finance

2019

Secure AP LLC is a U.S.-based provider of Fractional Accounts Payable services, specializing in streamlining and optimizing AP processes for businesses across Texas and beyond.

We understand that managing accounts payable can be a significant drain on resources, leading to errors, inefficiencies, and lost opportunities. Secure AP offers expert, on-demand support for the entire AP cycle – from invoice processing and vendor management to reporting and compliance – allowing your Finance team to focus on strategic growth initiatives.

Our unique approach delivers predictable, accurate, and scalable AP operations, helping companies reduce costs, mitigate risk, and ultimately, achieve greater financial control. We’re dedicated to turning accounts payable from a burden into a strategic advantage, supporting businesses of all sizes, from small businesses scaling rapidly to mid-sized companies seeking operational optimization.

Founded in 2020 and currently employing a team of 2-50 professionals, Secure AP leverages technology and industry expertise to deliver exceptional value to our clients.
Financial Services
Finance

2020

DAC Bond is a leading provider of post-issuance securities and tax compliance services for the municipal bond market, headquartered in Orlando, Florida.

We specialize in helping municipal securities market participants navigate complex regulatory requirements and maintain accurate disclosure records. Our integrated disclosure repository streamlines the process of disseminating critical information to investors, ensuring transparency and compliance with SEC regulations.

DAC Bond’s core service, combined with our expertise in areas like SEC compliance, continuing disclosure, and secure muni data storage, makes us a trusted partner for issuers and investors alike. We support a wide range of bond issues, including municipal and direct/taxable bonds, and leverage our U.S. Patent No. 7,155,408, 7,801,791, 8,165,937, 8,738,492 to deliver robust and reliable solutions.
Financial Services
Finance

2001

Sir Isaac Publishing is a US-based financial media company specializing in providing educational resources and tools for traders and investors.

We offer a diverse portfolio of online platforms, including TradingPub.com, OptionPub.com, and ChartExperts.com, designed to equip traders of all levels with the knowledge and strategies they need to succeed.

Our network focuses on providing actionable insights into market trends, trading techniques, and investment strategies, catering to a community of over one million active traders. We are dedicated to fostering a thriving environment for traders to learn, connect, and grow their trading skills.

Founded in 2011, Sir Isaac Publishing has rapidly grown to become a leading provider of financial education content, driven by a passion for empowering traders and investors.
Financial Services
Finance

2011

Chargeback 360 LLC is a US-based provider of comprehensive chargeback management solutions for merchants and payment processors.

We help businesses prevent, protect, and predict chargebacks using cutting-edge AI and machine learning techniques.

Our integrated platform, including CB360 Prevent, Protect, and Predict, offers real-time alerts, actionable insights, and seamless integration with popular payment gateways, empowering you to minimize losses and maximize profitability.

Founded in 2014 and now employing 6-50 people, Chargeback 360 is dedicated to customer success and offers customized solutions to reduce costs, boost profits, and expand your business.
Financial Services
Finance

2014

Collier Financial is a trusted investment advisory firm based in Fort Wayne, Indiana, and Ann Arbor, Michigan.

Founded in 1990, Collier Financial provides comprehensive financial planning services to individuals and families, helping them build a confident retirement and preserve their wealth. We are an independent firm, committed to acting solely in our clients’ best interests, free from the constraints of corporate agendas.

Our team of experienced Investment Adviser Representatives operates under a fiduciary standard, offering personalized guidance across a wide range of financial needs, including retirement planning, estate planning, investment management, life insurance, and income planning. We prioritize building long-term relationships based on trust and transparency, ensuring our clients feel like a valued part of our family.

Collier Financial has a long history of serving the Indiana and Michigan communities, and we are dedicated to helping our clients achieve their financial goals and secure their future. We offer a range of services to meet diverse needs, from initial consultations to ongoing portfolio management.
Financial Services
Finance

1990

Stonebridge Wealth Systems is a Kearney, Nebraska-based independent wealth management firm dedicated to providing personalized retirement planning services to individuals, couples, and families.

At Stonebridge Wealth Systems, we prioritize people and values over generic plans. Choosing an independent practice can build the bridge between your hard work and a customized plan aligned with your unique dreams. Our commitment is to help guide you across this bridge, securing your independence in retirement and empowering you to live the life you dream of.

We offer comprehensive financial planning, including Income Planning, Investment Planning, Tax Planning, Healthcare Planning, and Legacy Planning, all tailored to your specific circumstances. We utilize our Retirement Compass Process to ensure a strategy that protects your needs now and plans for the future, in a tax-efficient manner.

Our team of experienced advisors, Jeff Gove, Tim Kulhanek, Scott Nachtigal, and Jeremy Gove, are dedicated to helping you navigate your financial journey with confidence.
Financial Services
Finance

2023

TFR Wealth Management, LLC is a Plano, Texas-based wealth management firm dedicated to providing comprehensive financial planning and investment advice.

We serve high-net-worth individuals and families, offering tailored solutions to meet their diverse needs, including retirement planning, estate planning, and insurance strategies. Our goal is to help clients achieve their financial goals and preserve their wealth for future generations.

What distinguishes TFR Wealth Management is our commitment to a client-centered approach, combining a deep understanding of individual circumstances with a data-driven investment strategy. We leverage our extensive experience – over 100 years combined – to deliver sophisticated yet accessible financial guidance. We are a firm built on transparency and accountability, prioritizing the client’s best interests above all else.

As an independent boutique, we offer the autonomy and flexibility to challenge conventional wisdom and develop creative strategies, while maintaining the resources of a larger firm. We are committed to building long-term relationships based on trust and mutual success.
Financial Services
Finance

1988

Completion Enterprises LLC is a Fort Wayne, Indiana-based financial services firm specializing in audit readiness, compliance assurance, and virtual CFO services for government agencies, non-profit organizations, and veteran-owned businesses. We leverage over 150 years of combined experience from former DoD Auditors, finance professionals, and Lean Six Sigma Black Belts to provide unbiased recommendations and impartial guidance. Our team’s unique background, including deployments in Iraq and Kuwait, allows us to offer a distinct perspective and expertise in federal acquisition regulations (FAR, DFARS, CFR 200). We are committed to exceeding client expectations and delivering exceptional financial support.

Completion Enterprises LLC provides a comprehensive suite of services designed to streamline financial operations and ensure regulatory compliance. We offer robust audit readiness support, assisting clients in preparing for audits and minimizing risk. Our compliance assurance services ensure adherence to relevant regulations, while our virtual CFO services provide expert financial management without the overhead costs.

As an independent firm, we pride ourselves on our adaptability and ability to tailor solutions to meet the specific needs of each client. We’ve successfully managed over $527 million in federal funds for 128 organizations, and have conducted fraud investigations/examinations for actions in excess of $20 billion. Our commitment to excellence and our experienced team make us a trusted partner for organizations seeking reliable financial support.
Financial Services
Finance

2007

Nest Egg Financial is a leading debt relief and retirement planning firm based in Orlando, Florida, serving individuals and families across the state.

We specialize in helping clients navigate complex financial challenges, including overwhelming debt, struggling retirement accounts, and the need for personalized financial strategies. Our team of experienced financial advisors provides comprehensive support, from initial consultations and debt management plans to long-term retirement income strategies.

As a full-service financial firm, we offer tailored solutions for individuals seeking to regain control of their finances and secure a brighter future. We are committed to providing transparent, ethical, and results-oriented financial guidance. We’ve been recognized as the #1 debt relief company in central Florida for 2020 and 2021.

Nest Egg Financial is dedicated to building lasting relationships with our clients, empowering them to achieve their financial goals with confidence.
Financial Services
Finance

2018

ELEV8 Holdings is a U.S.-focused investment firm specializing in acquiring and partnering with leading Heating, Ventilation, and Air Conditioning (HVAC) businesses across the nation.

We concentrate exclusively on the HVAC sector, identifying established, profitable companies that have reached a significant scale and are poised for their next stage of growth. Our strategic approach centers on acquiring exceptional businesses, providing them with strategic capital and institutional infrastructure, and ultimately facilitating a premium exit to a major strategic buyer.

What distinguishes ELEV8 is our commitment to preserving the existing leadership and operational excellence of the acquired businesses, while offering owners a credible, long-term partner with the experience and vision to unlock substantial value and achieve a structured exit. Backed by our partnership with The Carling Group, we deliver a pathway to liquidity, continued growth, and a purposeful exit, all while safeguarding the culture and legacy of the business you’ve built. HVAC Acquisitions, Strategic Capital, Long-Term Value Creation.
Financial Services
Finance

2024

Wealth 212 is a leading real estate funding solutions provider based in Anchorage, Alaska.

We connect real estate investors with a nationwide Keystone Funding Network, offering flexible financing for a wide range of projects including fix & flip, buy & hold, wholesale, commercial, and more. Our platform eliminates broker markups and delays, providing clients with better terms and faster approvals.

Wealth 212 goes beyond simple funding, offering practical tools, expert consulting, and hands-on support to help investors confidently navigate deals and scale their portfolios. We are dedicated to empowering real estate investors with the resources they need to succeed.
Financial Services
Finance

2015

QuantPillar is a Vancouver, BC-based AI financial intelligence platform specializing in providing institutional-grade financial verification and valuation solutions to growth-stage startups and private companies.

We empower leaders with a clear, trusted financial narrative, transforming scattered data into actionable insights. Our core offering, QuantCore™, delivers real-time KPI dashboards that sync billing, banking, and CRM data, providing an audit-ready view of a company’s financial health.

QuantPillar stands out through its integrated approach, combining rapid 409A valuations with comprehensive IP and business valuation capabilities, alongside a unique market league table – QuantTerminal™ – that enhances discoverability and strengthens a company’s position within the private capital ecosystem. We help CFOs, fractional CFOs, and investors alike gain confidence and accelerate deal cycles.

Since 2024, QuantPillar has been dedicated to simplifying financial operations and bolstering transparency for private companies, reducing the friction between internal and external stakeholders.
Financial Services
Finance

2024

SmartMoni is a US-based financial services company specializing in innovative payment solutions and digital currency initiatives.

We empower individuals and businesses with the MoniPlus platform, a revolutionary system designed to transform the way money is used and managed.

SmartMoni distinguishes itself through its commitment to creating a more equitable and prosperous financial ecosystem, leveraging blockchain technology and a unique value layer – the MoniStream – to deliver enhanced transaction capabilities and new revenue streams. We are building a new era of digital finance, prioritizing accessibility, security, and user control.

Our core offerings, including MoniCoins, MoniPlus, and MoniGold, are designed to disrupt traditional banking models and foster a global network of interconnected financial services. We are dedicated to driving innovation and creating a future where financial participation is accessible to all.
Financial Services
Finance

2016

Creative Financial Partners is a retirement income strategy firm based in Toledo, Ohio.

As an independent agency, we’re free to look at your whole financial picture, not just parts of it. We call it the independent advantage – an environment you’ll only find working with a professional at Creative Financial Partners.

We help create retirement income strategies for people in or nearing retirement so their retirement income lasts as long as they do. We offer 401(k), 403(b), IRA and SEP Plans, Disability Insurance, Health Insurance, and Identity Theft Protection.

Founded in 2005, we are a full-service agency focused on helping our clients’ meet goals and realize dreams. Our mission is to provide outstanding customer service while helping you reach your financial goals.
Financial Services
Finance

2005

RegSmart is a Plano, Texas-based software company specializing in BSA/AML and cybersecurity risk assessment solutions for the financial services industry.

We provide automated SaaS platforms designed to help banks, credit unions, and non-bank financial institutions effectively manage and mitigate the most critical risks facing their organizations – money laundering and cybercrime.

RegSmart distinguishes itself through a combination of industry-leading technology and the expertise of former senior partners from a leading financial fraud auditing company, former heads of operations, and seasoned Chief Information Officers. Our solutions offer a TRUE ongoing risk-based approach to compliance, maximizing efficiency and minimizing client costs, while providing front-line compliance and chief risk officers with the data they need to support resource requests and policy requirements.

Founded on the principle of aligning resources with business mission, RegSmart empowers financial institutions to confidently navigate complex regulatory landscapes and proactively address evolving threats.
Financial Services
Finance

2015

Prosperity Partners Private Wealth Management is a wealth management firm based in Irvine, California, dedicated to helping high-net-worth individuals, families, and foundations achieve lasting prosperity.

We act as your Chief Prosperity Officertm, guiding you through the complexities of wealth creation, preservation, and legacy planning. Our services encompass a comprehensive suite of solutions, including investment management, retirement planning, estate planning, and exit strategies.

At Prosperity Partners, we prioritize a client-centric approach, focusing on understanding your unique goals and aspirations. We specialize in serving individuals, business owners, construction owners, entertainers, sports figures, inheritors, and foundations. Our NextGen service ensures your assets are used to create the life you envision for your family, while our Exit Preparedness Assessment helps business owners evaluate their readiness to sell or transfer their companies. Discover how we can help you build a future of true prosperity.
Financial Services
Finance

1983

ATI is a venture capital and software development firm based in Fort Wayne, Indiana.

We specialize in co-creating digital products and solutions with corporations and entrepreneurs across the Midwest. Our approach combines private technology investment with custom development, enabling clients to reach their goals and maximize long-term impact. We focus on building and launching disruptive ventures, offering a comprehensive suite of services including digital strategy, web development, and mobile development.

ATI’s unique model – integrating investment and development – streamlines the process of bringing innovative ideas to market. Founded in 2017, we’re a team of just 2, dedicated to helping the bold create the future. We provide a full range of services, including brand, design, marketing, and support.
Financial Services
Finance

2017

Peak Home Loans is a leading mortgage lender headquartered in St Petersburg, Florida, specializing in simplifying the home buying process for borrowers across the United States.

We provide a streamlined and transparent experience, eliminating the complexities of traditional mortgage lending. Peak Home Loans offers a wide range of loan programs, including VA loans, FHA loans, and jumbo loans, catering to diverse financial situations and credit histories.

Our commitment to exceptional customer service, combined with our innovative mortgage platform and competitive rates, ensures that our clients receive the best possible financing options. We pride ourselves on our dedication to helping individuals achieve their homeownership dreams, offering free mortgage advice and support throughout the entire process. We are dedicated to providing first-time home buyers with accessible financing and low down payment options.

Since 2004, Peak Home Loans has been committed to making mortgages easy and accessible for all Americans. We are a rapidly expanding lender with a nationwide presence, serving clients in Florida, California, Pennsylvania, and Texas. We offer instant pre-approvals and a 30-day closing guarantee.
Financial Services
Finance

2004

National One Funding is a leading business funding solutions provider based in Orlando, Florida, specializing in revenue recovery and accounts receivable management for a diverse range of industries.

We help businesses across the United States – including those in Real Estate, Student Lending, Financial Services, Automotive Lending, and Utilities – maximize their revenue streams by providing comprehensive early-out, primary, secondary, and tertiary collection services. Our experienced team handles everything from dormant judgments to complex warehouse operations, offering a streamlined and compliant approach to debt recovery.

National One Funding distinguishes itself through its commitment to personalized service and deep industry expertise. We offer tailored solutions to meet the unique needs of each client, ensuring efficient and effective recovery while maintaining the highest ethical standards. We are dedicated to providing a reliable and profitable partnership for businesses seeking to improve their financial performance.

Founded in 2014, National One Funding has rapidly grown to serve over 100 clients, demonstrating our commitment to delivering exceptional results and building long-term relationships.
Financial Services
Finance

2014

Sosna Gems Investments Inc is a global investment company specializing in certified natural gemstones, precious metals, and premium jewelry, with dual headquarters in Florida (USA) and Prague (EU).

We provide accredited investors access to real, asset-backed equity under Regulation D 506(c) (U.S.) and Regulation S (international). All Series B shares are backed by 90% real assets – fully insured, certified (GIA/IGI/HRD) and securely stored in world-class vaults including Brink’s and J.P. Morgan segregated accounts.

Sosna Gems operates a unique, vertically aligned model built for performance, transparency and stability. Our 90/10 allocation strategy, annual independent audits, strict AML/KYC compliance and zero-synthetics policy create one of the most secure structures in the luxury asset investment sector.

With over 25 years of expertise, Sosna Gems builds a fully integrated ecosystem that unites sourcing, certification, secure vaulting, global sales and long-term asset management under one luxury investment platform. We operate a global infrastructure spanning the USA, EU, GCC and DMCC Dubai, offering investors secure multi-vault storage and 100% natural gemstones – zero synthetics, lifetime authenticity.
Financial Services
Finance

2024

Element Financial Marketing is a leading marketing organization based in St. Petersburg, Florida, specializing in providing comprehensive marketing solutions for the fixed and fixed index annuity industry.

We support independent annuity agents and financial advisors by offering a suite of services designed to drive lead generation, improve prospecting, and enhance client relationships. Our focus is on delivering effective strategies and tools to help advisors grow their businesses and achieve their financial goals.

Element Financial Marketing differentiates itself through its deep understanding of the annuity market, its commitment to providing high-quality training and resources, and its dedication to building long-term partnerships with its clients. We help advisors navigate the complexities of the industry and connect with qualified leads, ultimately boosting their success.

Founded in 2009, Element Financial Marketing has grown to serve a significant number of advisors across the United States, consistently providing innovative marketing solutions and unparalleled support.
Financial Services
Finance

2009

WealthStar Advisors, LLC is a leading independent financial planning and wealth management firm based in Plano, Texas.

We specialize in providing comprehensive wealth management solutions to high-net-worth individuals, families, and businesses across North America. Our team of experienced advisors focuses on building long-term relationships and tailoring strategies to meet each client’s unique goals and needs.

At WealthStar Advisors, we prioritize a personalized approach, combining financial planning, estate planning, protection planning, and investment management to help our clients achieve financial security and live fulfilling lives. We’re committed to delivering exceptional service and acting as a trusted partner in all aspects of their financial journey.

Founded in 2010, WealthStar Advisors has grown to serve over 47 clients, supported by a dedicated team of 9 professionals. We are a Registered Investment Adviser, and our advisors hold designations such as CFP® and CRPC®.
Financial Services
Finance

2010

GSP Capital is a purpose-driven family office based in Dubai and London, specializing in impact investing across healthcare, education, property, and digital innovation.

We partner with mission-aligned companies and organizations, deploying capital and leveraging expertise to build resilient businesses that generate returns while creating a measurable positive impact on society.

GSP Capital’s approach is rooted in three core pillars: Purpose – focusing on essential sectors for sustainable growth; Integrity – operating with transparency and ethical rigor; and Legacy – building for generations to come through enduring value.

Founded on the belief that disciplined strategy and principled leadership create enduring value, we combine global expertise with personalized attention, delivering results that speak louder than promises. We are dedicated to improving access to life-changing medical services, expanding educational opportunities, developing thoughtful real estate projects, and driving digital transformation – all while generating sustainable returns and fostering shared prosperity.
Financial Services
Finance

2013

Hometown Loans is a family-run mortgage broker based in Irvine, California, specializing in providing accessible home loan solutions to borrowers across the United States.

We understand that securing a mortgage can be a complex and sometimes daunting process, particularly for those with less-than-perfect credit or unique financial circumstances. Our mission is to simplify the journey, offering a wide range of loan programs, including Cashout Loans, FHA Loans, VA Loans, and Jumbo Loans, designed to meet diverse needs.

At Hometown Loans, we prioritize building strong relationships with our clients, taking the time to understand their individual goals and providing personalized guidance every step of the way. We are committed to offering competitive rates, transparent terms, and a hassle-free experience, ensuring that securing your dream home is as effortless as possible. We also offer debt consolidation loans and programs designed for borrowers with a wide range of credit situations.

Founded in 2009, Hometown Loans has a proven track record of helping families achieve homeownership, and we pride ourselves on our dedication to customer service and our ability to find creative solutions for our clients. We are a veteran loyalty program participant and offer a 14-day closing guarantee.
Financial Services
Finance

2009

West Bancorp is a leading residential mortgage lender serving Orange County, California, and the surrounding areas.

We specialize in providing a full suite of home loan products, including FHA, VA, Conventional, and Jumbo loans up to $2.5 million, catering to first-time homebuyers and borrowers with diverse credit profiles.

At West Bancorp, we’re committed to simplifying the mortgage process through expert guidance, low down payment options, and strategic partnerships with realtors. Our dedicated team focuses on delivering exceptional service and helping clients achieve their homeownership dreams.

Founded in 2012, West Bancorp has quickly established a reputation for reliability and innovation in the financial services sector, with a current staff of 2-50 employees.
Financial Services
Finance

2012

Retirement Partner Advisors is a wealth management firm based in Saint Petersburg, Florida, specializing in comprehensive retirement plan solutions and holistic investment strategies.

We provide expert guidance to individuals and businesses seeking to strengthen their retirement plans, optimize their portfolios, and achieve long-term financial security. Our team of experienced advisors leverages over 85 years of collective industry knowledge to deliver personalized service and strategic advice.

Backed by Resource Investment Advisors (RIA), a leading SEC-registered investment advisor with over $39 billion in assets under management, we offer a robust and reliable approach to wealth management. We are dedicated to acting solely in our clients’ best interests, fostering strong partnerships built on trust and transparency.

Retirement Partner Advisors serves a diverse clientele across Florida, Puerto Rico, and South Carolina, helping them navigate the complexities of retirement planning and investment management.
Financial Services
Finance

2017

Engage fi is a leading Florida-based consulting firm specializing in guiding banks and credit unions through their strategic processes.

We help financial institutions optimize their operations and achieve lasting success by leveraging our deep industry expertise and a proven process.

With over 450 years of combined experience, our team of consultants, educators, and advocates provides strategic advisory, technology assessments, and performance benchmarking services, ultimately driving growth and efficiency for our clients. We focus on delivering innovative solutions and measurable results, ensuring our clients remain competitive in today’s dynamic financial landscape.

Our commitment to transparency, innovation, and client success has established us as a trusted partner for financial institutions seeking to navigate complex challenges and capitalize on emerging opportunities.
Financial Services
Finance

2014

List of Financial Services companies in All locations

Company Name

Location

Category

Employees

Website

Tariff Refunds & Recovery™ by Disaster Loan Advisors™ (DLA) Logo

Las Vegas, United States (US)

Finance and Banking
Finance and Banking

10-20

https://www.DisasterLoanAdvisors.com/

Orlando, United States (US)

Finance and Banking
Finance and Banking

20-30

https://applihl.com

North Sydney, Australia

Finance and Banking
Finance and Banking

20-30

http://www.multipli.com

Newark, United States (US)

Finance and Banking
Finance and Banking

10-20

https://pre-services.com/

Jersey City, United States (US)

Finance and Banking
Finance and Banking

10-20

http://getheritageloans.com

Irvine, United States (US)

Finance and Banking
Finance and Banking

10-20

http://www.luminatewealth.com

Plano, United States (US)

Finance and Banking
Finance and Banking

10-20

https://www.northtexascdc.com/

Irvine, United States (US)

Finance and Banking
Finance and Banking

10-20

https://www.hlemortgage.com

Irvine, United States (US)

Finance and Banking
Finance and Banking

10-20

http://mccapitalventures.com

Orlando, United States (US)

Finance and Banking
Finance and Banking

10-20

http://www.RapidCashAdvance.com

Greater Tampa Bay Area, United States (US)

Finance and Banking
Finance and Banking

10-20

http://www.bankervaluation.com

Lake Mary, United States (US)

Finance and Banking
Finance and Banking

10-20

http://www.collaborativewealth.com

Everett, United States (US)

Finance and Banking
Finance and Banking

10-20

http://www.C1WealthManagement.com

Jersey City, United States (US)

Finance and Banking
Finance and Banking

10-20

http://valueinvesting.io/

Portland, United States (US)

Finance and Banking
Finance and Banking

10-20

http://www.mountainpeakws.com/

Orlando, United States (US)

Finance and Banking
Finance and Banking

10-20

http://www.fortiv.com

Los Angeles, United States (US)

Finance and Banking
Finance and Banking

10-20

http://www.camreo.com

Newark, United States (US)

Finance and Banking
Finance and Banking

10-20

https://www.fastautoloanapproval.com

Plano, United States (US)

Finance and Banking
Finance and Banking

10-20

https://buildmyscores.com/

San Diego, United States (US)

Finance and Banking
Finance and Banking

10-20

http://tmginvestments.com.mx

Irvine, United States (US)

Finance and Banking
Finance and Banking

10-20

http://www.cfgroup.com

Fresno, United States (US)

Finance and Banking
Finance and Banking

10-20

http://www.hicksfresno.com

Tallahassee, United States (US)

Finance and Banking
Finance and Banking

10-20

http://www.u-vestfinancial.com

Plano, United States (US)

Finance and Banking
Finance and Banking

10-20

https://secureapsolutions.com

Orlando, United States (US)

Finance and Banking
Finance and Banking

20-30

http://www.dacbond.com

Jacksonville, United States (US)

Finance and Banking
Finance and Banking

10-20

http://sirisaacpublishing.com

Irvine, United States (US)

Finance and Banking
Finance and Banking

10-20

https://chargeback360.com/

Fort Wayne, United States (US)

Finance and Banking
Finance and Banking

10-20

http://www.collierfinancial.com

Kearney, United States (US)

Finance and Banking
Finance and Banking

10-20

https://stonebridgeiwm.com/

Plano, United States (US)

Finance and Banking
Finance and Banking

10-20

http://www.tfr-inc.com

Fort Wayne, United States (US)

Finance and Banking
Finance and Banking

10-20

http://www.completionltd.com

Orlando, United States (US)

Finance and Banking
Finance and Banking

10-20

http://www.nesteggfinancial.net

Orlando, United States (US)

Finance and Banking
Finance and Banking

10-20

http://www.elev8hlds.com

Anchorage, United States (US)

Finance and Banking
Finance and Banking

10-20

http://www.wealth212.com

Irvine | California, United States (US)

Finance and Banking
Finance and Banking

10-20

https://quantpillar.com

Orlando, United States (US)

Finance and Banking
Finance and Banking

10-20

http://www.smartmoni.com

Toledo, United States (US)

Finance and Banking
Finance and Banking

10-20

http://www.creativefinancialpartnersllc.com

Plano, United States (US)

Finance and Banking
Finance and Banking

10-20

http://beRegSmart.com

Irvine, United States (US)

Finance and Banking
Finance and Banking

10-20

http://www.prosperity-pwm.com

Fort Wayne, United States (US)

Finance and Banking
Finance and Banking

10-20

https://ati.co/

St Petersburg, United States (US)

Finance and Banking
Finance and Banking

10-20

https://www.peakhomeloans.com

Orlando, United States (US)

Finance and Banking
Finance and Banking

10-20

http://www.nationalonefunding.com

St Petersburg, United States (US)

Finance and Banking
Finance and Banking

10-20

https://www.sosnagemsinvest.com

St. Petersburg, United States (US)

Finance and Banking
Finance and Banking

10-20

http://www.elementfg.com/

Plano, United States (US)

Finance and Banking
Finance and Banking

10-20

http://www.wealthstaradvisors.com

Jersey City, United States (US)

Finance and Banking
Finance and Banking

10-20

http://www.gspcapital.com

Irvine, United States (US)

Finance and Banking
Finance and Banking

10-20

http://Hometownloans.com

Irvine, United States (US)

Finance and Banking
Finance and Banking

10-20

http://WestBancorp.net

Saint Petersburg, United States (US)

Finance and Banking
Finance and Banking

10-20

http://www.rpa-401k.com/

Orlando, United States (US)

Finance and Banking
Finance and Banking

100-150

https://engagefi.com/

1000/14,838 results

Frequently asked questions

Updated 23 October 2026

What is Enterprise League?

Enterprise League is a free business directory that helps buyers find the right company by sector and country. Every company has a profile showing what it does, what it offers and how to get in touch.

Is it free to list my company?

Yes, and it stays free: no card, no paid tier. Your profile appears in search results and category pages, can show up to 20 products and services, and lets buyers message you or ask for a quote.

How does verification work, and what does it cost?

Verifying your company is free. Confirm a code we email to an address at your company’s website, or send a company registration document for our team to check, and the verified badge appears on your profile. To show the badge in the directory and search results as well, take out a subscription: the first 14 days are free, and the price is on our pricing page.

Where does the company information come from?

Most profiles are built from public sources, such as official company registers. Claim your company’s profile to correct its details and add your own.

How do I claim or correct my company’s profile?

Open your company’s profile and choose Claim Profile. If you use an email address at your company’s website, a 6-digit code makes the profile yours at once; otherwise our team reviews your request, usually within a few days. Spotted a mistake on a company that isn’t yours? Tell us through our contact page.