Financial Services Companies Worldwide
Financial services provide, structure, and manage financial products, capital, and advisory services for retail, corporate, and institutional clients. This page lists companies operating in the Financial Services sector based on self-reported profile data. The directory currently holds 14838 companies in this sector. The largest share of listings is based in United States (US). Related sectors on Enterprise League include Accounting, Banking, Auditing, Financial Exports, Asset Management, Financial Exchanges, Angel Investment.
14,838 companies
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Financial Services
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Globalfy is a US-based company specializing in simplifying U.S. business formation and ongoing operations for international entrepreneurs.
We empower global founders to establish and manage their businesses in the United States with confidence and ease. Our all-in-one platform provides comprehensive solutions, from initial company formation and address registration to bookkeeping, tax compliance, and virtual mail services.
Globalfy distinguishes itself through its dedicated support team, available in English, Spanish, and Portuguese, and its commitment to providing a seamless, stress-free experience for non-resident founders. We offer a range of plans to suit your needs, including Start, Essential, and Scale, and exclusive perks like credits on popular tools.
Founded in 2015 and now employing 73 people, Globalfy is a privately held company headquartered in Orlando, Florida, dedicated to supporting the global expansion of businesses.
We empower global founders to establish and manage their businesses in the United States with confidence and ease. Our all-in-one platform provides comprehensive solutions, from initial company formation and address registration to bookkeeping, tax compliance, and virtual mail services.
Globalfy distinguishes itself through its dedicated support team, available in English, Spanish, and Portuguese, and its commitment to providing a seamless, stress-free experience for non-resident founders. We offer a range of plans to suit your needs, including Start, Essential, and Scale, and exclusive perks like credits on popular tools.
Founded in 2015 and now employing 73 people, Globalfy is a privately held company headquartered in Orlando, Florida, dedicated to supporting the global expansion of businesses.
Financial Services
Finance
ViewTrade is a New Jersey-based global fintech solutions provider, specializing in API-driven brokerage infrastructure and wealth-tech. Since 2000, we’ve empowered over 300 firms – from startups to established institutions – to deliver seamless cross-border retail investing experiences.
We connect financial services innovators with the technology and support they need to rapidly launch or scale their offerings. Our comprehensive suite of services includes FIX and Bloomberg connectivity, OATS & SEC 606 reporting, digital onboarding, and customized trading solutions.
At ViewTrade, we’re committed to being a trusted partner, not a competitor, dedicated to fueling the growth of the digital finance landscape. We combine modern technology with old-school service, providing expert support and fostering long-term relationships.
As the parent company of ViewTrade Technology Corporation and ViewTrade Securities Inc., we leverage decades of experience and a global network to drive innovation and deliver exceptional value to our clients.
We connect financial services innovators with the technology and support they need to rapidly launch or scale their offerings. Our comprehensive suite of services includes FIX and Bloomberg connectivity, OATS & SEC 606 reporting, digital onboarding, and customized trading solutions.
At ViewTrade, we’re committed to being a trusted partner, not a competitor, dedicated to fueling the growth of the digital finance landscape. We combine modern technology with old-school service, providing expert support and fostering long-term relationships.
As the parent company of ViewTrade Technology Corporation and ViewTrade Securities Inc., we leverage decades of experience and a global network to drive innovation and deliver exceptional value to our clients.
Financial Services
Finance
CDC Small Business Finance is a leading SBA lender and nonprofit organization based in Arlington, Virginia, dedicated to empowering small businesses and communities across the United States.
We provide access to vital capital through SBA 504 loans, SBA Community Advantage loans, and impact investments, alongside comprehensive business advising and training programs. Our mission is to transform how capital and investments enable local leaders to build strong communities, create jobs, and generate wealth.
Since 1978, CDC Small Business Finance has delivered over $24 billion in financing, supporting 14,350 small businesses and 6 million people, and creating/preserving 298,000 jobs. We are proud to be recognized as an award-winning nonprofit and advocate for entrepreneurs, working alongside the Momentus Capital family of organizations to drive positive social and economic impact.
We provide access to vital capital through SBA 504 loans, SBA Community Advantage loans, and impact investments, alongside comprehensive business advising and training programs. Our mission is to transform how capital and investments enable local leaders to build strong communities, create jobs, and generate wealth.
Since 1978, CDC Small Business Finance has delivered over $24 billion in financing, supporting 14,350 small businesses and 6 million people, and creating/preserving 298,000 jobs. We are proud to be recognized as an award-winning nonprofit and advocate for entrepreneurs, working alongside the Momentus Capital family of organizations to drive positive social and economic impact.
Financial Services
Finance
Compass Analytics is a leading provider of pricing technology and analytics solutions for the FinTech industry, based in San Francisco, California.
We specialize in developing cutting-edge software analytics and offering advisory and active risk management services to mortgage bankers, traders, investors, and banks. Our platform is revolutionizing the way home loans are formed and sold through the use of innovative real-time technology.
Compass Analytics empowers lenders with the tools they need to optimize pricing, manage risk, and improve operational efficiency. We combine our proprietary technology with expert guidance to deliver measurable results and drive success for our clients. We support our clients with services, expertise, and guidance to ensure they are always ahead of the curve.
We specialize in developing cutting-edge software analytics and offering advisory and active risk management services to mortgage bankers, traders, investors, and banks. Our platform is revolutionizing the way home loans are formed and sold through the use of innovative real-time technology.
Compass Analytics empowers lenders with the tools they need to optimize pricing, manage risk, and improve operational efficiency. We combine our proprietary technology with expert guidance to deliver measurable results and drive success for our clients. We support our clients with services, expertise, and guidance to ensure they are always ahead of the curve.
Financial Services
Finance
Scalar is a leading independent valuation firm based in Draper, Utah, specializing in providing expert business valuation and transfer pricing services to a global client base.
We empower business leaders – including visionaries, advisors, and investors – to make strategic decisions through meticulous valuations, insightful consultations, and proactive client engagement. Our team leverages over 30,000 engagements to deliver unparalleled expertise, even at the highest levels of IRS, SEC, and Big 4 scrutiny.
Scalar’s core services encompass 409A valuations, portfolio valuation, purchase price allocation, transfer pricing planning, fairness opinions, and more. We pride ourselves on timely delivery, accuracy, and clear communication, ensuring our clients are fully informed throughout the entire process. We are committed to providing exceptional service and building long-term partnerships.
We empower business leaders – including visionaries, advisors, and investors – to make strategic decisions through meticulous valuations, insightful consultations, and proactive client engagement. Our team leverages over 30,000 engagements to deliver unparalleled expertise, even at the highest levels of IRS, SEC, and Big 4 scrutiny.
Scalar’s core services encompass 409A valuations, portfolio valuation, purchase price allocation, transfer pricing planning, fairness opinions, and more. We pride ourselves on timely delivery, accuracy, and clear communication, ensuring our clients are fully informed throughout the entire process. We are committed to providing exceptional service and building long-term partnerships.
Financial Services
Finance
Qwil Powered by LSQ is a US-based global payments platform specializing in automating payments and liquidity solutions for independent contractors and marketplaces.
We help businesses manage their freelance workforce, streamline payments to over 200 countries, and ensure compliance – all at a competitive price. Our innovative approach allows companies to advance payments to freelancers, boosting recruitment and retention while maintaining healthy cash flow.
Qwil’s technology provides a seamless experience for both businesses and freelancers, offering early access to earned funds and simplifying complex global payment processes. We are the leading solution for the 1099 economy and sharing economy, empowering businesses to scale their operations with confidence.
Founded in 2015, Qwil has rapidly grown to serve a diverse range of clients and is headquartered in Orlando, Florida.
We help businesses manage their freelance workforce, streamline payments to over 200 countries, and ensure compliance – all at a competitive price. Our innovative approach allows companies to advance payments to freelancers, boosting recruitment and retention while maintaining healthy cash flow.
Qwil’s technology provides a seamless experience for both businesses and freelancers, offering early access to earned funds and simplifying complex global payment processes. We are the leading solution for the 1099 economy and sharing economy, empowering businesses to scale their operations with confidence.
Founded in 2015, Qwil has rapidly grown to serve a diverse range of clients and is headquartered in Orlando, Florida.
Financial Services
Finance
TMC Financing is the #1 SBA 504 lender in the nation, operating since 1981 and based in Oakland, California.
We specialize in providing below-market, fixed-rate financing for small businesses through the SBA 504 program, enabling them to acquire commercial real estate, renovate properties, or purchase equipment. Our experienced team works closely with borrowers, lenders, and brokers to tailor financing packages to meet individual needs and SBA program guidelines.
Since 1981, TMC has facilitated $16 billion in SBA 504 loans, supporting over 8,000 businesses and creating more than 63,000 jobs across Arizona, California, Hawaii, Nevada, and Oregon. We are dedicated to fostering economic growth and empowering small business owners to achieve their goals.
TMC Financing is committed to providing exceptional service and expertise, with a 95% SBA approval rate and a strong focus on building long-term relationships with our clients.
We specialize in providing below-market, fixed-rate financing for small businesses through the SBA 504 program, enabling them to acquire commercial real estate, renovate properties, or purchase equipment. Our experienced team works closely with borrowers, lenders, and brokers to tailor financing packages to meet individual needs and SBA program guidelines.
Since 1981, TMC has facilitated $16 billion in SBA 504 loans, supporting over 8,000 businesses and creating more than 63,000 jobs across Arizona, California, Hawaii, Nevada, and Oregon. We are dedicated to fostering economic growth and empowering small business owners to achieve their goals.
TMC Financing is committed to providing exceptional service and expertise, with a 95% SBA approval rate and a strong focus on building long-term relationships with our clients.
Financial Services
Finance
Viewpost is a leading fintech payments provider based in Orlando, Florida, specializing in accelerating enterprise America’s transition to digital payments by converting the long tail of B2B check payments.
We serve enterprise AP organizations, corporate finance organizations, and financial institutions, solving the persistent problem of inefficient B2B payment processes. Our solution removes friction and barriers within enterprise payments, helping AP leaders increase efficiency and accelerate conversion to digital payments.
What sets Viewpost apart is our seamless integration with existing systems and partners, requiring no process changes or complex IT requirements. We dynamically examine outbound checks and enroll vendors before checks are printed, boosting enrollment without disrupting existing card programs and capturing significant savings – often exceeding printing costs by 40X. We consistently increase efficiency, enhance payment security, and capture untapped savings for enterprise AP organizations.
We serve enterprise AP organizations, corporate finance organizations, and financial institutions, solving the persistent problem of inefficient B2B payment processes. Our solution removes friction and barriers within enterprise payments, helping AP leaders increase efficiency and accelerate conversion to digital payments.
What sets Viewpost apart is our seamless integration with existing systems and partners, requiring no process changes or complex IT requirements. We dynamically examine outbound checks and enroll vendors before checks are printed, boosting enrollment without disrupting existing card programs and capturing significant savings – often exceeding printing costs by 40X. We consistently increase efficiency, enhance payment security, and capture untapped savings for enterprise AP organizations.
Financial Services
Finance
LiftFund is a San Antonio, Texas-based CDFI and SBA lender dedicated to providing affordable business loans and support to diverse, hard-working entrepreneurs.
Since 1994, LiftFund has been leveling the financial playing field for small businesses, particularly in underserved communities. We understand the challenges faced by entrepreneurs, and our mission is to empower them to achieve their dreams and build thriving businesses.
LiftFund offers a comprehensive suite of loan products, including SBA 7(a), Community Advantage, and SBA 504 loans, alongside valuable business support services. We’re proud to partner with bankers, community leaders, and small business owners to drive economic growth and create opportunities across thirteen states.
We’ve already facilitated over 30,000 small business loans, generating $1.5 billion in capital and creating/retaining 121,000 jobs.
Since 1994, LiftFund has been leveling the financial playing field for small businesses, particularly in underserved communities. We understand the challenges faced by entrepreneurs, and our mission is to empower them to achieve their dreams and build thriving businesses.
LiftFund offers a comprehensive suite of loan products, including SBA 7(a), Community Advantage, and SBA 504 loans, alongside valuable business support services. We’re proud to partner with bankers, community leaders, and small business owners to drive economic growth and create opportunities across thirteen states.
We’ve already facilitated over 30,000 small business loans, generating $1.5 billion in capital and creating/retaining 121,000 jobs.
Financial Services
Finance
Digital Matrix Systems is a Plano, Texas-based risk management solutions provider specializing in data connectivity and analytics for the financial services and insurance industries. Since 1982, DMS has empowered banks, credit unions, auto finance lenders, and insurance companies with access to credit bureaus and alternative data sources.
We provide a comprehensive suite of products, including CreditBrowser®, DMS Summary Attributes®, and Access to Data, enabling clients to improve marketing, loan origination, risk management, and fraud prevention.
Digital Matrix Systems leverages decades of experience and a collaborative approach to deliver strategic, cost-effective solutions tailored to each client’s unique needs, helping them unlock the power of data for enhanced decision-making and business outcomes.
We provide a comprehensive suite of products, including CreditBrowser®, DMS Summary Attributes®, and Access to Data, enabling clients to improve marketing, loan origination, risk management, and fraud prevention.
Digital Matrix Systems leverages decades of experience and a collaborative approach to deliver strategic, cost-effective solutions tailored to each client’s unique needs, helping them unlock the power of data for enhanced decision-making and business outcomes.
Financial Services
Finance
Pacific Advisors is a leading financial advisory firm based in Irvine, California, dedicated to helping individuals, families, and businesses achieve a secure and fulfilling financial future.
We specialize in crafting personalized strategies that address a wide range of financial needs, from retirement planning and estate preservation to business succession and charitable giving. Our approach is rooted in decades of collective knowledge and a commitment to providing clear, actionable guidance.
At Pacific Advisors, we believe that a ‘Good Life’ is more than just accumulating wealth; it’s about building a legacy of confidence and security for generations to come. We partner with our clients to develop a comprehensive plan that aligns with their unique goals and values, offering peace of mind and empowering them to live their best lives.
Our team of experienced advisors provides expert support in investment management, insurance planning, tax optimization, and more, all within the framework of a trusted and collaborative relationship. We are an Agency of The Guardian Life Insurance Company of America (Guardian), and securities products and advisory services are offered through Park Avenue Securities, LLC (PAS), member FINRA, SIPC.
We specialize in crafting personalized strategies that address a wide range of financial needs, from retirement planning and estate preservation to business succession and charitable giving. Our approach is rooted in decades of collective knowledge and a commitment to providing clear, actionable guidance.
At Pacific Advisors, we believe that a ‘Good Life’ is more than just accumulating wealth; it’s about building a legacy of confidence and security for generations to come. We partner with our clients to develop a comprehensive plan that aligns with their unique goals and values, offering peace of mind and empowering them to live their best lives.
Our team of experienced advisors provides expert support in investment management, insurance planning, tax optimization, and more, all within the framework of a trusted and collaborative relationship. We are an Agency of The Guardian Life Insurance Company of America (Guardian), and securities products and advisory services are offered through Park Avenue Securities, LLC (PAS), member FINRA, SIPC.
Financial Services
Finance
Green PayTech is a New Jersey-based technology company specializing in integrated payment solutions for vertical markets.
We empower businesses in the hospitality, medical, automotive, and service industries with seamless payment processing, software integrations, and revenue optimization tools. Our solutions are designed to improve customer experience, simplify operations, and unlock new revenue opportunities.
Green PayTech combines modern fintech infrastructure with real-world operational expertise, offering customized solutions that drive growth and efficiency. We provide a comprehensive suite of services including Merchant Services, ISO Sales & Support, e-Commerce, Mobile Payments, and PCI Compliant Solutions.
Founded in 2019, Green PayTech currently employs 37 people and is rapidly scaling its impact across key industries. We are dedicated to revolutionizing how businesses manage payments and achieve sustainable growth.
We empower businesses in the hospitality, medical, automotive, and service industries with seamless payment processing, software integrations, and revenue optimization tools. Our solutions are designed to improve customer experience, simplify operations, and unlock new revenue opportunities.
Green PayTech combines modern fintech infrastructure with real-world operational expertise, offering customized solutions that drive growth and efficiency. We provide a comprehensive suite of services including Merchant Services, ISO Sales & Support, e-Commerce, Mobile Payments, and PCI Compliant Solutions.
Founded in 2019, Green PayTech currently employs 37 people and is rapidly scaling its impact across key industries. We are dedicated to revolutionizing how businesses manage payments and achieve sustainable growth.
Financial Services
Finance
Mission Capital Advisors, LLC is a leading national real estate and debt capital markets solutions provider headquartered in New York City.
We specialize in representing preeminent financial institutions, investors, and government agencies on the sale of performing, sub-performing, and non-performing debt secured by all types of commercial and consumer collateral, commercial real estate investment property, and tax liens.
Mission Capital’s integrated platform of secondary market loan portfolio brokerage, valuation, capital raising, transaction management, diligence, and data/document curative services, combined with our technology-forward approach, allows our clients to achieve liquidity and optimize portfolio strategy throughout the credit cycle. We are a subsidiary of Marcus & Millichap Capital Corporation (NYSE:MMI).
We specialize in representing preeminent financial institutions, investors, and government agencies on the sale of performing, sub-performing, and non-performing debt secured by all types of commercial and consumer collateral, commercial real estate investment property, and tax liens.
Mission Capital’s integrated platform of secondary market loan portfolio brokerage, valuation, capital raising, transaction management, diligence, and data/document curative services, combined with our technology-forward approach, allows our clients to achieve liquidity and optimize portfolio strategy throughout the credit cycle. We are a subsidiary of Marcus & Millichap Capital Corporation (NYSE:MMI).
Financial Services
Finance
Xignite, A QUODD Solution is a New Jersey-based market data API provider specializing in delivering tailored financial data solutions to the FinTech and financial services industries.
We empower leading FinTech disruptors like Betterment, eToro, and Robinhood, alongside established financial services firms such as Blackrock and Charles Schwab, with the real-time, historical, and delayed market data they need to build innovative trading apps, robo-advisors, and other data-driven products.
Our cloud-native platform, built on AWS, ensures scalability and security, offering flexible delivery methods and formats to meet the diverse needs of our clients. We provide comprehensive reference data, equity data, and FX data, enabling data-driven decision-making across the financial ecosystem.
We empower leading FinTech disruptors like Betterment, eToro, and Robinhood, alongside established financial services firms such as Blackrock and Charles Schwab, with the real-time, historical, and delayed market data they need to build innovative trading apps, robo-advisors, and other data-driven products.
Our cloud-native platform, built on AWS, ensures scalability and security, offering flexible delivery methods and formats to meet the diverse needs of our clients. We provide comprehensive reference data, equity data, and FX data, enabling data-driven decision-making across the financial ecosystem.
Financial Services
Finance
eCapital is a leading Specialty Finance Lender headquartered in Orlando, Florida, providing flexible financing solutions across North America and the UK.
We empower businesses of all sizes – including those in healthcare, staffing, consumer goods, and transportation – to optimize their working capital, automate payments, and mitigate risk. Our mission is to deliver dynamic and timely access to capital through cutting-edge technology and deep industry insight, accelerating business growth and supporting scalable operations.
eCapital’s technology-driven approach streamlines the financing process, offering 24/7 access, 1 HR and weekend funding, and a seamless digital experience. With over 20 years of experience and a proven track record of success, we’re more than just a lender – we’re a strategic partner built for what’s next. Asset-based Lending, A/R Financing, Supply Chain Finance are among our core offerings.
We empower businesses of all sizes – including those in healthcare, staffing, consumer goods, and transportation – to optimize their working capital, automate payments, and mitigate risk. Our mission is to deliver dynamic and timely access to capital through cutting-edge technology and deep industry insight, accelerating business growth and supporting scalable operations.
eCapital’s technology-driven approach streamlines the financing process, offering 24/7 access, 1 HR and weekend funding, and a seamless digital experience. With over 20 years of experience and a proven track record of success, we’re more than just a lender – we’re a strategic partner built for what’s next. Asset-based Lending, A/R Financing, Supply Chain Finance are among our core offerings.
Financial Services
Finance
Stratus Financial is a California-based financial services company specializing in student loan solutions for aspiring pilot trainees and supporting flight schools nationwide.
We understand the unique financial challenges faced by those pursuing a career in aviation, and our mission is to provide accessible and flexible funding options, bridging the gap between dreams and reality.
Unlike traditional lenders, Stratus Financial focuses on building strong partnerships with flight schools, offering tailored programs that meet their specific needs and empower their students to achieve their goals. We are committed to fostering a supportive ecosystem for pilots and flight schools alike, accelerating the path to a successful aviation career.
Stratus Financial was founded by FAA Certified Flight and Ground Instructors in the middle of the COVID-19 pandemic. Stratus fills the constant pilot demand through student pilots’ access to instructional funding from flight school loans and fast traction built by flight schools.
We also offer investment opportunities for those seeking to support the growth of the aviation industry. Our team is dedicated to providing exceptional service and building long-term relationships with our clients and partners.
We understand the unique financial challenges faced by those pursuing a career in aviation, and our mission is to provide accessible and flexible funding options, bridging the gap between dreams and reality.
Unlike traditional lenders, Stratus Financial focuses on building strong partnerships with flight schools, offering tailored programs that meet their specific needs and empower their students to achieve their goals. We are committed to fostering a supportive ecosystem for pilots and flight schools alike, accelerating the path to a successful aviation career.
Stratus Financial was founded by FAA Certified Flight and Ground Instructors in the middle of the COVID-19 pandemic. Stratus fills the constant pilot demand through student pilots’ access to instructional funding from flight school loans and fast traction built by flight schools.
We also offer investment opportunities for those seeking to support the growth of the aviation industry. Our team is dedicated to providing exceptional service and building long-term relationships with our clients and partners.
Financial Services
Finance
Strategic Retirement Partners is a national retirement plan consulting and wealth management firm with over 130 professionals, headquartered in Shorewood, Illinois.
We specialize in helping organizations design, implement, and manage comprehensive retirement plans, including 401(k)s, 403(b)s, defined benefit plans, and cash balance plans, alongside personalized wealth management solutions for individuals and families.
What sets Strategic Retirement Partners apart is our commitment to fiduciary responsibility, combined with a deep understanding of employee financial wellness. We provide robust investment management, participant engagement strategies, and ongoing support to ensure our clients and their employees achieve lasting financial security. Founded in 2015, we’ve grown to serve over 1,393 retirement plans totaling $26.43 billion, demonstrating our dedication to delivering exceptional results.
We specialize in helping organizations design, implement, and manage comprehensive retirement plans, including 401(k)s, 403(b)s, defined benefit plans, and cash balance plans, alongside personalized wealth management solutions for individuals and families.
What sets Strategic Retirement Partners apart is our commitment to fiduciary responsibility, combined with a deep understanding of employee financial wellness. We provide robust investment management, participant engagement strategies, and ongoing support to ensure our clients and their employees achieve lasting financial security. Founded in 2015, we’ve grown to serve over 1,393 retirement plans totaling $26.43 billion, demonstrating our dedication to delivering exceptional results.
Financial Services
Finance
Excelerate Capital is a leading wholesale lender specializing in Non-Qualified Mortgages (Non-QM) and alternative financing solutions, headquartered in Irvine, California.
We provide ‘out-of-the-box’ mortgage solutions to broker partners, catering to a diverse range of borrowers with unique financial situations. Our expertise lies in servicing the needs of investors and lenders seeking flexible financing options, including DSCR loans, loans utilizing bank statements, and those relying on 1099 or W2 income.
Excelerate Capital distinguishes itself through its commitment to providing exceptional service and a broad array of lending products, accommodating borrowers with credit scores as low as 600 and loan-to-value ratios up to 90%. As a registered DBA of Castle Mortgage Corporation (NMLS # 61382), we are dedicated to fostering strong relationships and empowering our broker network.
We provide ‘out-of-the-box’ mortgage solutions to broker partners, catering to a diverse range of borrowers with unique financial situations. Our expertise lies in servicing the needs of investors and lenders seeking flexible financing options, including DSCR loans, loans utilizing bank statements, and those relying on 1099 or W2 income.
Excelerate Capital distinguishes itself through its commitment to providing exceptional service and a broad array of lending products, accommodating borrowers with credit scores as low as 600 and loan-to-value ratios up to 90%. As a registered DBA of Castle Mortgage Corporation (NMLS # 61382), we are dedicated to fostering strong relationships and empowering our broker network.
Financial Services
Finance
First National Capital Corporation is a leading US-based private credit capital firm specializing in equipment, technology, and project financing for mid-sized and large companies.
We go beyond the limitations of traditional lending, providing strategic CapEx funding solutions, project finance, and rapid expansion capital to businesses across a diverse range of industries.
With over two decades of experience, First National leverages its balance sheet strength and extensive institutional funding relationships to deliver creative, risk-based financing – often where other lenders fall short. We’re dedicated to helping companies navigate business cycles and achieve breakthrough outcomes.
From aviation and construction to healthcare and technology, we’ve facilitated over $4.5 billion in funding, consistently delivering solutions that drive growth and success.
We go beyond the limitations of traditional lending, providing strategic CapEx funding solutions, project finance, and rapid expansion capital to businesses across a diverse range of industries.
With over two decades of experience, First National leverages its balance sheet strength and extensive institutional funding relationships to deliver creative, risk-based financing – often where other lenders fall short. We’re dedicated to helping companies navigate business cycles and achieve breakthrough outcomes.
From aviation and construction to healthcare and technology, we’ve facilitated over $4.5 billion in funding, consistently delivering solutions that drive growth and success.
Financial Services
Finance
WallachBeth Capital is a leading provider of institutional execution services, offering our clients a full spectrum of solutions to help them navigate increasingly complex markets. We employ a comprehensive process for developing and implementing sophisticated trading strategies, leveraging a combination of deep product knowledge, extensive market insight, and a consultative approach. Operating on a fully disclosed, agency-only basis, we are committed to facilitating all client needs with transparency and integrity.
As a firm specializing in institutional execution, we provide clients with unconflicted advice and intelligent trading solutions across a range of asset classes, including equities, ETFs, and derivatives.
Founded in 2008 and headquartered in Jersey City, New Jersey, WallachBeth Capital combines decades of experience with a commitment to innovation and client success.
As a firm specializing in institutional execution, we provide clients with unconflicted advice and intelligent trading solutions across a range of asset classes, including equities, ETFs, and derivatives.
Founded in 2008 and headquartered in Jersey City, New Jersey, WallachBeth Capital combines decades of experience with a commitment to innovation and client success.
Financial Services
Finance
Diversified Trust is a leading wealth management and trust advisory firm based in Memphis, Tennessee, serving high-net-worth individuals and families across the South.
For over 25 years, we provide comprehensive wealth strategies, including financial planning, tax optimization, estate and philanthropic planning, and business succession. We specialize in helping clients navigate complex financial landscapes and achieve their long-term goals.
What distinguishes Diversified Trust is our commitment to personalized service and multigenerational expertise. As an employee-owned, family-focused firm, we offer a continuity and perspective that’s rare in the industry. We manage over $14 billion in assets and pride ourselves on building enduring relationships based on trust and integrity.
Our integrated approach encompasses investment management, fiduciary oversight, trust administration, and institutional advisory services, ensuring a holistic and tailored solution for each client’s unique needs.
For over 25 years, we provide comprehensive wealth strategies, including financial planning, tax optimization, estate and philanthropic planning, and business succession. We specialize in helping clients navigate complex financial landscapes and achieve their long-term goals.
What distinguishes Diversified Trust is our commitment to personalized service and multigenerational expertise. As an employee-owned, family-focused firm, we offer a continuity and perspective that’s rare in the industry. We manage over $14 billion in assets and pride ourselves on building enduring relationships based on trust and integrity.
Our integrated approach encompasses investment management, fiduciary oversight, trust administration, and institutional advisory services, ensuring a holistic and tailored solution for each client’s unique needs.
Financial Services
Finance
STG Mortgage is a leading wholesale mortgage lender based in Irvine, California, specializing in providing aggressive pricing and tailored solutions for brokers.
We serve a diverse range of clients, including self-employed borrowers, ITIN holders, and those seeking Non-QM loans, simplifying the lending process for both brokers and borrowers.
What distinguishes STG Mortgage is our commitment to accelerated solutions and a proactive approach, leveraging a seasoned executive team and extensive resources to ensure our partners remain at the forefront of industry standards. We are an Equal Housing Opportunity Lender, NMLS #2091912.
We serve a diverse range of clients, including self-employed borrowers, ITIN holders, and those seeking Non-QM loans, simplifying the lending process for both brokers and borrowers.
What distinguishes STG Mortgage is our commitment to accelerated solutions and a proactive approach, leveraging a seasoned executive team and extensive resources to ensure our partners remain at the forefront of industry standards. We are an Equal Housing Opportunity Lender, NMLS #2091912.
Financial Services
Finance
North Mill Equipment Finance is a leading equipment finance provider headquartered in Norwalk, CT, specializing in small to mid-ticket financing solutions for businesses across the United States.
We empower businesses – from startups to established enterprises – with flexible financing options for a wide range of assets, including medical equipment, franchise investments, construction machinery, and transportation vehicles. Our mission is to fuel growth and facilitate successful transactions for our partners and their clients.
What sets North Mill apart is our broker-centric approach, prioritizing strong relationships and rapid turnaround times. We offer an Application Only program for transactions between $15,000 and $250,000, and an Application Plus solution up to $2.5 million, backed by strategic partnerships and deep industry expertise. Since 1957, we’ve been dedicated to providing reliable capital and streamlined processes, supporting the success of businesses nationwide. Equipment loans, leases, and EFAs.
We empower businesses – from startups to established enterprises – with flexible financing options for a wide range of assets, including medical equipment, franchise investments, construction machinery, and transportation vehicles. Our mission is to fuel growth and facilitate successful transactions for our partners and their clients.
What sets North Mill apart is our broker-centric approach, prioritizing strong relationships and rapid turnaround times. We offer an Application Only program for transactions between $15,000 and $250,000, and an Application Plus solution up to $2.5 million, backed by strategic partnerships and deep industry expertise. Since 1957, we’ve been dedicated to providing reliable capital and streamlined processes, supporting the success of businesses nationwide. Equipment loans, leases, and EFAs.
Financial Services
Finance
FisherSMB is a leading retirement plan advisor specializing in helping small and mid-sized businesses in Texas and across the United States.
We partner with employers to provide tailored solutions for 401(k) and 403(b) plans, offering investment solutions, employee services, and administrator support – services other providers often can’t or won’t deliver.
FisherSMB’s commitment to fiduciary excellence and dedicated employee guidance helps businesses and their employees build a secure future. Our team of experienced advisors provides personalized support, simplifying retirement plan management and maximizing employee savings.
Since 2014, FisherSMB has grown to become the fastest-growing retirement plan advisor of its kind, serving over 158 employees and managing assets for hundreds of businesses.
We partner with employers to provide tailored solutions for 401(k) and 403(b) plans, offering investment solutions, employee services, and administrator support – services other providers often can’t or won’t deliver.
FisherSMB’s commitment to fiduciary excellence and dedicated employee guidance helps businesses and their employees build a secure future. Our team of experienced advisors provides personalized support, simplifying retirement plan management and maximizing employee savings.
Since 2014, FisherSMB has grown to become the fastest-growing retirement plan advisor of its kind, serving over 158 employees and managing assets for hundreds of businesses.
Financial Services
Finance
Funding Metrics LLC is a leading provider of data-driven alternative funding solutions, based in Bensalem Township, Pennsylvania.
We empower small businesses and merchants with access to working capital through sophisticated analytics and custom underwriting models.
Our approach combines traditional financial analysis with predictive forecasting, offering a more comprehensive and accessible funding process than conventional methods. We specialize in risk management and intelligent analytical funding, helping our partners make informed decisions and unlock growth opportunities.
Founded in 2013, Funding Metrics has rapidly grown to serve a diverse range of clients across the United States, with a team of 66 dedicated professionals.
We empower small businesses and merchants with access to working capital through sophisticated analytics and custom underwriting models.
Our approach combines traditional financial analysis with predictive forecasting, offering a more comprehensive and accessible funding process than conventional methods. We specialize in risk management and intelligent analytical funding, helping our partners make informed decisions and unlock growth opportunities.
Founded in 2013, Funding Metrics has rapidly grown to serve a diverse range of clients across the United States, with a team of 66 dedicated professionals.
Financial Services
Finance
Scientech Research Capital is a Jersey City, New Jersey-based quantitative trading firm leveraging scientific principles and technological innovations.
We combine the expertise of scientists, engineers, and mathematicians to develop and deploy sophisticated trading strategies across a multi-asset global platform.
Founded in 2019, Scientech Research Capital has rapidly grown to exceed $1 billion USD in daily trading volume, demonstrating resilience through market volatility and a commitment to continuous innovation. Our team is defined by rare talent – STEM Ph.D.s, U.S. Math Olympiad medalists, and frontier AI researchers – driving our pursuit of fundamental value in financial markets. Quant Trading, Fintech, and Software Engineering are at the core of our operations.
We combine the expertise of scientists, engineers, and mathematicians to develop and deploy sophisticated trading strategies across a multi-asset global platform.
Founded in 2019, Scientech Research Capital has rapidly grown to exceed $1 billion USD in daily trading volume, demonstrating resilience through market volatility and a commitment to continuous innovation. Our team is defined by rare talent – STEM Ph.D.s, U.S. Math Olympiad medalists, and frontier AI researchers – driving our pursuit of fundamental value in financial markets. Quant Trading, Fintech, and Software Engineering are at the core of our operations.
Financial Services
Finance
Vizo Financial Corporate CU is a leading provider of financial solutions and services specifically designed for credit unions across the United States.
Based in Greensboro, North Carolina, we empower credit unions to thrive in today’s dynamic financial landscape. Our core offerings include ALM, investments, liquidity management, money management, and payment solutions, all underpinned by a commitment to stability and innovation.
We act as a trusted partner, offering a tenured team with diverse expertise and a proven track record of reliability. Vizo Financial is dedicated to shaping the future of the credit union movement through collaboration and forward-thinking ideas, helping our members grow and succeed. We provide a comprehensive suite of tools and support to ensure the long-term health and prosperity of our credit union partners.
Based in Greensboro, North Carolina, we empower credit unions to thrive in today’s dynamic financial landscape. Our core offerings include ALM, investments, liquidity management, money management, and payment solutions, all underpinned by a commitment to stability and innovation.
We act as a trusted partner, offering a tenured team with diverse expertise and a proven track record of reliability. Vizo Financial is dedicated to shaping the future of the credit union movement through collaboration and forward-thinking ideas, helping our members grow and succeed. We provide a comprehensive suite of tools and support to ensure the long-term health and prosperity of our credit union partners.
Financial Services
Finance
GLEIF is a Basel, Switzerland-based nonprofit organization dedicated to establishing and maintaining the global Legal Entity Identifier (LEI) system.
We provide a reliable cross-border identification system, ensuring transparency and trust in international transactions. Our core service is the issuance and management of unique LEIs and vLEIs, facilitating secure and efficient cross-border payments, global value chains, and sustainability reporting.
GLEIF distinguishes itself through its commitment to open data, accessibility, and collaboration with regulatory bodies like the Financial Stability Board and the Regulatory Oversight Committee. We empower businesses, governments, and individuals with a trusted global identifier, bolstering confidence in financial markets and promoting responsible business practices.
Established in 2014, GLEIF has grown to become a critical component of the global financial infrastructure, supporting over 100,000 issuers and facilitating billions of dollars in transactions annually.
We provide a reliable cross-border identification system, ensuring transparency and trust in international transactions. Our core service is the issuance and management of unique LEIs and vLEIs, facilitating secure and efficient cross-border payments, global value chains, and sustainability reporting.
GLEIF distinguishes itself through its commitment to open data, accessibility, and collaboration with regulatory bodies like the Financial Stability Board and the Regulatory Oversight Committee. We empower businesses, governments, and individuals with a trusted global identifier, bolstering confidence in financial markets and promoting responsible business practices.
Established in 2014, GLEIF has grown to become a critical component of the global financial infrastructure, supporting over 100,000 issuers and facilitating billions of dollars in transactions annually.
Financial Services
Finance
Index Fund Advisors, Inc is a leading wealth management firm based in Irvine, California, specializing in risk-appropriate, returns-optimized investment strategies for individuals and institutions.
We serve a diverse clientele, including individuals, trusts, corporations, non-profits, and public and private institutions, providing comprehensive financial planning and investment management services. Our goal is to help clients achieve their financial goals through personalized, tax-managed portfolios.
At IFA, we differentiate ourselves through a disciplined, quantitative approach rooted in Modern Portfolio Theory and the research of Eugene Fama and Kenneth French. We focus on broad diversification and consistent exposure to global markets, avoiding speculative investment practices. We offer a full range of wealth services, including IRA rollovers and retirement plan solutions.
We serve a diverse clientele, including individuals, trusts, corporations, non-profits, and public and private institutions, providing comprehensive financial planning and investment management services. Our goal is to help clients achieve their financial goals through personalized, tax-managed portfolios.
At IFA, we differentiate ourselves through a disciplined, quantitative approach rooted in Modern Portfolio Theory and the research of Eugene Fama and Kenneth French. We focus on broad diversification and consistent exposure to global markets, avoiding speculative investment practices. We offer a full range of wealth services, including IRA rollovers and retirement plan solutions.
Financial Services
Finance
Mortech is a Lincoln, Nebraska-based mortgage technology provider, a Zillow Group business, specializing in SaaS solutions for the mortgage industry.
Since 1987, Mortech has been a pioneer in digital mortgage technology, offering a comprehensive suite of tools designed to streamline the mortgage process for lenders and borrowers alike. We "own" mortgage rates on the internet, processing billions of mortgage rates annually for mortgage lenders, marketplaces, and consumers.
Mortech’s core offerings include the Mortgage Pricing Engine (PPE), predictive analytics for customer retention, online rate quoting, API services, and secondary marketing solutions. We empower lenders to automate their workflows, improve customer engagement, and ultimately, grow their businesses.
Mortech works with over 20 of the internet’s top marketplaces and provides lenders with a centralized tool for their online quoting needs by integrating with various Loan Origination Systems and Point of Sale Solutions.
Since 1987, Mortech has been a pioneer in digital mortgage technology, offering a comprehensive suite of tools designed to streamline the mortgage process for lenders and borrowers alike. We "own" mortgage rates on the internet, processing billions of mortgage rates annually for mortgage lenders, marketplaces, and consumers.
Mortech’s core offerings include the Mortgage Pricing Engine (PPE), predictive analytics for customer retention, online rate quoting, API services, and secondary marketing solutions. We empower lenders to automate their workflows, improve customer engagement, and ultimately, grow their businesses.
Mortech works with over 20 of the internet’s top marketplaces and provides lenders with a centralized tool for their online quoting needs by integrating with various Loan Origination Systems and Point of Sale Solutions.
Financial Services
Finance
Straight Deal Mortgage is a leading mortgage broker based in Irvine, California, dedicated to simplifying the home financing process.
We leverage the power of Artificial Intelligence and a ‘Straight Deal’ philosophy to provide a transparent, efficient, and reliable experience for our clients. Our technology-driven approach, including pre-underwriting, significantly accelerates the closing process, ensuring a seamless journey to homeownership.
At Straight Deal Mortgage, we’re committed to empowering you with knowledge and support, whether you’re a first-time buyer, refinancing, or exploring investment opportunities. We build lasting relationships based on integrity and a genuine desire to help you achieve your real estate aspirations.
Our team of experts, combined with our innovative technology, delivers a truly streamlined and straightforward mortgage experience. We proudly serve clients across California, Florida, Texas, Oregon, Washington, Hawaii, Colorado, Tennessee and more.
We leverage the power of Artificial Intelligence and a ‘Straight Deal’ philosophy to provide a transparent, efficient, and reliable experience for our clients. Our technology-driven approach, including pre-underwriting, significantly accelerates the closing process, ensuring a seamless journey to homeownership.
At Straight Deal Mortgage, we’re committed to empowering you with knowledge and support, whether you’re a first-time buyer, refinancing, or exploring investment opportunities. We build lasting relationships based on integrity and a genuine desire to help you achieve your real estate aspirations.
Our team of experts, combined with our innovative technology, delivers a truly streamlined and straightforward mortgage experience. We proudly serve clients across California, Florida, Texas, Oregon, Washington, Hawaii, Colorado, Tennessee and more.
Financial Services
Finance
Credent Wealth Management is a fee-only financial advisor based in Auburn, Indiana, dedicated to helping individuals and families achieve their financial goals.
We specialize in providing comprehensive wealth management services, including retirement planning, investment management, and estate planning, tailored to meet the unique needs of our clients. Our team-based approach ensures you’ll work with dedicated professionals who collaborate to create a personalized financial plan.
What sets Credent apart is our commitment to transparency and fiduciary responsibility. As a partner-owned, partner-led firm, we prioritize your best interests above all else, offering commission-free advice and clear, unbiased guidance. We’re building a ‘forever firm’ focused on lasting relationships and long-term success.
Founded in 2000, Credent Wealth Management has grown to serve clients across Indiana, Michigan, Kentucky, Minnesota, Ohio, Texas, and Wisconsin, providing peace of mind and financial security for generations to come.
We specialize in providing comprehensive wealth management services, including retirement planning, investment management, and estate planning, tailored to meet the unique needs of our clients. Our team-based approach ensures you’ll work with dedicated professionals who collaborate to create a personalized financial plan.
What sets Credent apart is our commitment to transparency and fiduciary responsibility. As a partner-owned, partner-led firm, we prioritize your best interests above all else, offering commission-free advice and clear, unbiased guidance. We’re building a ‘forever firm’ focused on lasting relationships and long-term success.
Founded in 2000, Credent Wealth Management has grown to serve clients across Indiana, Michigan, Kentucky, Minnesota, Ohio, Texas, and Wisconsin, providing peace of mind and financial security for generations to come.
Financial Services
Finance
Truly Title, Inc is a leading title and closing services provider based in Plano, Texas, serving the real estate and financial services industries.
We specialize in delivering a truly exceptional user experience through innovative technology and a dedicated team. Our core service, Title Insurance, combined with comprehensive Escrow Services, streamlines the entire transaction process for lenders, real estate professionals, and consumers.
At Truly Title, we prioritize Transaction Transparency and White Glove Service, ensuring a seamless and stress-free experience from start to finish. Founded in 2018, we’ve rapidly grown to over 97 employees, expanding our reach across the United States with offices in Texas, Utah, Arizona, Illinois, and Florida.
We are committed to leveraging cutting-edge Technology and User Experience to revolutionize the title and closing industry.
We specialize in delivering a truly exceptional user experience through innovative technology and a dedicated team. Our core service, Title Insurance, combined with comprehensive Escrow Services, streamlines the entire transaction process for lenders, real estate professionals, and consumers.
At Truly Title, we prioritize Transaction Transparency and White Glove Service, ensuring a seamless and stress-free experience from start to finish. Founded in 2018, we’ve rapidly grown to over 97 employees, expanding our reach across the United States with offices in Texas, Utah, Arizona, Illinois, and Florida.
We are committed to leveraging cutting-edge Technology and User Experience to revolutionize the title and closing industry.
Financial Services
Finance
Nexseer Capital is a leading direct lender based in Irvine, California, specializing in equipment and project financing for mid-sized and large companies across a diverse range of industries.
We provide supplemental, highly competitive CapEx financing and possess the underwriting capabilities to address complex situations often overlooked by traditional lenders. Our team of experienced dealmakers leverages decades of expertise across asset classes and economic cycles to deliver execution confidence and solve unique financing challenges.
With almost 25 years of experience, including a recent successful acquisition and return to full ownership in 2025, Nexseer Capital is dedicated to transforming complex financing needs into clarity and streamlined solutions. We’re committed to ‘Whatever It Takes’ to support our clients’ growth and success. Capital Equipment Financing, Structured Project Financing, and Debt Financing are at the core of our offerings.
We provide supplemental, highly competitive CapEx financing and possess the underwriting capabilities to address complex situations often overlooked by traditional lenders. Our team of experienced dealmakers leverages decades of expertise across asset classes and economic cycles to deliver execution confidence and solve unique financing challenges.
With almost 25 years of experience, including a recent successful acquisition and return to full ownership in 2025, Nexseer Capital is dedicated to transforming complex financing needs into clarity and streamlined solutions. We’re committed to ‘Whatever It Takes’ to support our clients’ growth and success. Capital Equipment Financing, Structured Project Financing, and Debt Financing are at the core of our offerings.
Financial Services
Finance
Segmint is a leading data intelligence platform headquartered in Plano, Texas, empowering financial institutions and fintech providers.
We transform billions of transactions into actionable customer insights through advanced data tagging, categorization, and contextualization. Our solutions enable organizations to drive strategic decisions across competitive analysis, risk management, marketing, customer experience, and product innovation.
Segmint’s AI-powered platform delivers the fastest and most accurate customer insights, helping financial institutions improve engagement, personalize experiences, and ultimately, achieve greater success. We are an Alkami company, committed to transparency, collaboration, and innovation.
Segmint supports a remote work environment and is rapidly expanding its team to meet the growing demand for data-driven financial solutions.
We transform billions of transactions into actionable customer insights through advanced data tagging, categorization, and contextualization. Our solutions enable organizations to drive strategic decisions across competitive analysis, risk management, marketing, customer experience, and product innovation.
Segmint’s AI-powered platform delivers the fastest and most accurate customer insights, helping financial institutions improve engagement, personalize experiences, and ultimately, achieve greater success. We are an Alkami company, committed to transparency, collaboration, and innovation.
Segmint supports a remote work environment and is rapidly expanding its team to meet the growing demand for data-driven financial solutions.
Financial Services
Finance
Affinity Home Lending LLC is a leading mortgage lender and home purchase expert based in Marietta, Georgia. We empower clients to achieve their homeownership dreams through innovative mortgage solutions and a supportive, inclusive environment.
Affinity Home Lending serves a diverse range of clients across Georgia, Alabama, Arizona, Arkansas, California, Colorado, Florida, Iowa, Louisiana, Michigan, Mississippi, North Carolina, Ohio, Oklahoma, South Carolina, Tennessee, Texas, and Virginia, providing comprehensive financing options including Conventional, FHA, VA, Jumbo, and Reverse Mortgages.
What sets Affinity Home Lending apart is our commitment to exceptional customer service, a strong family culture, and a dedication to building lasting relationships. We’re proud to be recognized as ‘Best of Cobb’ by Marietta Daily Journal’s Cobb Life Magazine, and we continue to grow and scale our operations, supporting both our clients and our team members. Mortgage 101, Loan Programs, and Mortgage Tools are key components of our service offering.
Affinity Home Lending serves a diverse range of clients across Georgia, Alabama, Arizona, Arkansas, California, Colorado, Florida, Iowa, Louisiana, Michigan, Mississippi, North Carolina, Ohio, Oklahoma, South Carolina, Tennessee, Texas, and Virginia, providing comprehensive financing options including Conventional, FHA, VA, Jumbo, and Reverse Mortgages.
What sets Affinity Home Lending apart is our commitment to exceptional customer service, a strong family culture, and a dedication to building lasting relationships. We’re proud to be recognized as ‘Best of Cobb’ by Marietta Daily Journal’s Cobb Life Magazine, and we continue to grow and scale our operations, supporting both our clients and our team members. Mortgage 101, Loan Programs, and Mortgage Tools are key components of our service offering.
Financial Services
Finance
Watermark Capital is a leading mortgage lender based in Irvine, California, specializing in providing exceptional customer service to homeowners across the United States.
We serve a diverse range of clients, from first-time homebuyers to experienced investors, helping them achieve their real estate goals with a wide selection of loan programs, including FHA, VA, Jumbo, and fixed-rate options. Our mission is to simplify the mortgage process and build lasting relationships with our clients.
What sets Watermark Capital apart is our commitment to personalized service and transparent communication. We pride ourselves on our responsive team and dedication to finding the right loan solution for each individual’s unique circumstances. Founded in 2006, we’ve grown to serve over 100,000 customers and continue to expand our reach. NMLS #1838
We serve a diverse range of clients, from first-time homebuyers to experienced investors, helping them achieve their real estate goals with a wide selection of loan programs, including FHA, VA, Jumbo, and fixed-rate options. Our mission is to simplify the mortgage process and build lasting relationships with our clients.
What sets Watermark Capital apart is our commitment to personalized service and transparent communication. We pride ourselves on our responsive team and dedication to finding the right loan solution for each individual’s unique circumstances. Founded in 2006, we’ve grown to serve over 100,000 customers and continue to expand our reach. NMLS #1838
Financial Services
Finance
National Recovery Associates, Inc is a New Jersey-based accounts receivable management company specializing in debt recovery and portfolio servicing for financial institutions.
We partner with leading creditors nationwide, offering a comprehensive suite of services designed to maximize portfolio performance and recovery rates. Our approach centers on a six-stage lifecycle management program, encompassing collections, pre-legal, pre-litigation, litigation, judgment, and recovery – providing end-to-end support throughout the process.
At NRA, we prioritize integrity, security, and discipline, delivering exceptional results through a personalized, consultative strategy. We’ve been entrusted with over 500,000 accounts, representing $2.2 billion in value, by our clients in the last three years, demonstrating our commitment to excellence and a proven track record of success.
We partner with leading creditors nationwide, offering a comprehensive suite of services designed to maximize portfolio performance and recovery rates. Our approach centers on a six-stage lifecycle management program, encompassing collections, pre-legal, pre-litigation, litigation, judgment, and recovery – providing end-to-end support throughout the process.
At NRA, we prioritize integrity, security, and discipline, delivering exceptional results through a personalized, consultative strategy. We’ve been entrusted with over 500,000 accounts, representing $2.2 billion in value, by our clients in the last three years, demonstrating our commitment to excellence and a proven track record of success.
Financial Services
Finance
1834 is a division of Old National Bank, providing wealth management and investment advisory services to individuals and institutions throughout the Midwest, Nashville, Naples, and Scottsdale.
We specialize in building stable, enduring wealth management relationships, offering customized solutions and unmatched personal service.
What sets 1834 apart is our integrated team of experts – including wealth advisors, private bankers, trust officers, and financial planners – dedicated to understanding your unique goals and delivering a holistic approach to your financial future. Our commitment is to act as your trusted partner, ensuring no opportunity is missed and every challenge is faced with your best interests in mind.
1834 Wealth Management offers Personal Services, Wealth Planning, Investment Management, Trust & Fiduciary Services, Estate Planning & Administration, Private Banking, Specialized Services, Business Owner Wealth Advisory Services, Institutional Services, Investment Management / OCIO, Corporate Trust Services, Philanthropy & Endowment, and Retirement Plan Services.
We specialize in building stable, enduring wealth management relationships, offering customized solutions and unmatched personal service.
What sets 1834 apart is our integrated team of experts – including wealth advisors, private bankers, trust officers, and financial planners – dedicated to understanding your unique goals and delivering a holistic approach to your financial future. Our commitment is to act as your trusted partner, ensuring no opportunity is missed and every challenge is faced with your best interests in mind.
1834 Wealth Management offers Personal Services, Wealth Planning, Investment Management, Trust & Fiduciary Services, Estate Planning & Administration, Private Banking, Specialized Services, Business Owner Wealth Advisory Services, Institutional Services, Investment Management / OCIO, Corporate Trust Services, Philanthropy & Endowment, and Retirement Plan Services.
Financial Services
Finance
First American Exchange Company is a leading national Qualified Intermediary specializing in 1031 tax-deferred exchange services, headquartered in Salt Lake City, Utah.
We facilitate seamless 1031 exchanges for investment and business properties, including complex strategies like reverse exchanges and build-to-suit transactions. Our experienced team of attorneys and Certified Exchange Specialists provides comprehensive support throughout the entire process, ensuring compliance and maximizing tax benefits for our clients.
First American Exchange offers unparalleled financial strength and security for exchange funds, backed by decades of experience and a nationwide network of offices across the United States. We are dedicated to simplifying the 1031 exchange process and providing peace of mind to investors nationwide.
Founded in 1990, we’ve grown to serve a diverse range of clients and have become a trusted partner in real estate investment.
We facilitate seamless 1031 exchanges for investment and business properties, including complex strategies like reverse exchanges and build-to-suit transactions. Our experienced team of attorneys and Certified Exchange Specialists provides comprehensive support throughout the entire process, ensuring compliance and maximizing tax benefits for our clients.
First American Exchange offers unparalleled financial strength and security for exchange funds, backed by decades of experience and a nationwide network of offices across the United States. We are dedicated to simplifying the 1031 exchange process and providing peace of mind to investors nationwide.
Founded in 1990, we’ve grown to serve a diverse range of clients and have become a trusted partner in real estate investment.
Financial Services
Finance
Proceed Finance is a Lincoln, Nebraska-based patient financing provider specializing in affordable healthcare solutions for medical practices.
We empower dental and medical providers to expand their patient base and foster repeat business by offering accessible financing options. Proceed Finance bridges the gap between patient needs and provider capabilities, facilitating access to care through flexible, low-interest payment plans.
Our approach combines traditional banking principles with innovative fintech technology, delivering a streamlined and patient-centric experience. We are committed to providing a positive and disruptive force in the personal medical lending market, prioritizing strong relationships and opportunities for both patients and providers – demonstrating ‘Now You Can.’
We empower dental and medical providers to expand their patient base and foster repeat business by offering accessible financing options. Proceed Finance bridges the gap between patient needs and provider capabilities, facilitating access to care through flexible, low-interest payment plans.
Our approach combines traditional banking principles with innovative fintech technology, delivering a streamlined and patient-centric experience. We are committed to providing a positive and disruptive force in the personal medical lending market, prioritizing strong relationships and opportunities for both patients and providers – demonstrating ‘Now You Can.’
Financial Services
Finance
IHT Wealth Management is a national wealth management firm based in Chicago, Illinois, dedicated to providing personalized financial solutions to individuals and families across the United States.
We support a team of 141 financial advisors with a nationwide presence, operating through 70 offices in 20 states. Our core services include comprehensive financial planning, retirement analysis, investment advice, and estate planning, all tailored to meet the unique risk tolerance and goals of each client.
What sets IHT Wealth Management apart is our commitment to independence and our hybrid-RIA model, offering advisors access to multiple custodians and broker-dealers, alongside a fully staffed in-house transition team and technology support. We focus on delivering objective investment advice and helping clients build a secure financial future. We are a member of FINRA/SIPC.
We support a team of 141 financial advisors with a nationwide presence, operating through 70 offices in 20 states. Our core services include comprehensive financial planning, retirement analysis, investment advice, and estate planning, all tailored to meet the unique risk tolerance and goals of each client.
What sets IHT Wealth Management apart is our commitment to independence and our hybrid-RIA model, offering advisors access to multiple custodians and broker-dealers, alongside a fully staffed in-house transition team and technology support. We focus on delivering objective investment advice and helping clients build a secure financial future. We are a member of FINRA/SIPC.
Financial Services
Finance
Mischler Financial Group is a leading investment bank and institutional brokerage headquartered in Irvine, California, specializing in debt and equity capital markets services for institutional clients.
Since 1994, Mischler Financial Group has proudly served premier fund managers, corporate treasurers, and public entities, providing comprehensive capital markets solutions including underwriting, syndication, and execution across the US and globally.
As a Service-Disabled Veteran Business Enterprise (SDVOBE) and a certified MBE, Mischler is committed to delivering exceptional service and fostering strong, enduring relationships built on integrity and expertise. We leave no client behind.
With over 2700 primary capital market transactions and a dedicated team of professionals, Mischler Financial Group continues to be a trusted partner for organizations seeking strategic financial guidance.
Since 1994, Mischler Financial Group has proudly served premier fund managers, corporate treasurers, and public entities, providing comprehensive capital markets solutions including underwriting, syndication, and execution across the US and globally.
As a Service-Disabled Veteran Business Enterprise (SDVOBE) and a certified MBE, Mischler is committed to delivering exceptional service and fostering strong, enduring relationships built on integrity and expertise. We leave no client behind.
With over 2700 primary capital market transactions and a dedicated team of professionals, Mischler Financial Group continues to be a trusted partner for organizations seeking strategic financial guidance.
Financial Services
Finance
Taycor Financial is a leading equipment leasing and financing company based in El Segundo, California, serving businesses nationwide.
We specialize in providing flexible and tailored financial solutions for a wide range of industries, including medical, technology, construction, and agriculture. Our mission is to empower small and medium-sized businesses by offering access to the capital they need to grow and thrive.
What sets Taycor apart is our commitment to personalized service and a streamlined financing process. We pride ourselves on building long-term partnerships with our clients, understanding their unique needs, and delivering solutions that align with their business goals. We’ve been a trusted partner to over 250,000 companies for nearly three decades, consistently earning an A+ rating with the Better Business Bureau and a 5-star rating on Google Reviews. We’re dedicated to fostering a stronger, better, brighter community through accessible and reliable financing.
We specialize in providing flexible and tailored financial solutions for a wide range of industries, including medical, technology, construction, and agriculture. Our mission is to empower small and medium-sized businesses by offering access to the capital they need to grow and thrive.
What sets Taycor apart is our commitment to personalized service and a streamlined financing process. We pride ourselves on building long-term partnerships with our clients, understanding their unique needs, and delivering solutions that align with their business goals. We’ve been a trusted partner to over 250,000 companies for nearly three decades, consistently earning an A+ rating with the Better Business Bureau and a 5-star rating on Google Reviews. We’re dedicated to fostering a stronger, better, brighter community through accessible and reliable financing.
Financial Services
Finance
Mcube Investment Technologies is a global provider of decision support products for institutional investment management, headquartered in Plano, Texas. We specialize in developing and delivering innovative solutions, including the flagship AlphaEngine, that facilitate the implementation of SMART Rebalancing® – a superior approach to asset allocation.
Our core mission is to empower investment management firms – including public and corporate pension funds, endowments, asset managers, and hedge funds – worldwide to enhance portfolio performance and manage risk effectively. We serve clients across the US, Netherlands, Canada, Middle East, and Japan.
Founded in 2002, Mcube Investment Technologies has steadily grown its client base and continues to refine its technology, providing clients with demonstrable value through increased returns and improved risk management. We are a certified minority business.
Our core mission is to empower investment management firms – including public and corporate pension funds, endowments, asset managers, and hedge funds – worldwide to enhance portfolio performance and manage risk effectively. We serve clients across the US, Netherlands, Canada, Middle East, and Japan.
Founded in 2002, Mcube Investment Technologies has steadily grown its client base and continues to refine its technology, providing clients with demonstrable value through increased returns and improved risk management. We are a certified minority business.
Financial Services
Finance
TSG Wealth Management is a Long Beach, California-based wealth management firm specializing in investment planning and retirement strategies for high-net-worth individuals and families.
We serve clients across the United States, providing personalized financial solutions tailored to their unique goals and circumstances. Our core mission is to prioritize our clients’ interests above all else, consistently exceeding expectations through a disciplined and research-driven approach.
What sets TSG apart is our commitment to building long-term relationships, understanding our clients’ evolving needs, and leveraging our extensive experience – built over 1,000 years – to deliver exceptional results. We are a privately held firm with 89 team members and $20 billion in assets under management, as recognized by industry publications like Barron’s and Forbes.
We pride ourselves on our award-winning team, dedicated to providing comprehensive financial guidance, including estate planning, tax management, and business advisory services.
We serve clients across the United States, providing personalized financial solutions tailored to their unique goals and circumstances. Our core mission is to prioritize our clients’ interests above all else, consistently exceeding expectations through a disciplined and research-driven approach.
What sets TSG apart is our commitment to building long-term relationships, understanding our clients’ evolving needs, and leveraging our extensive experience – built over 1,000 years – to deliver exceptional results. We are a privately held firm with 89 team members and $20 billion in assets under management, as recognized by industry publications like Barron’s and Forbes.
We pride ourselves on our award-winning team, dedicated to providing comprehensive financial guidance, including estate planning, tax management, and business advisory services.
Financial Services
Finance
Siebert Financial is a leading brokerage and financial service firm headquartered in Beverly Hills, California, dedicated to providing financial freedom for everyone.
We specialize in tailoring comprehensive investment solutions to meet the unique needs of individuals and organizations, including those who serve our nation – police officers, firefighters, military personnel, veterans, and their families. Our services encompass advanced trading, investment banking, financial advice, managed portfolios, insurance, and corporate services, all designed to help clients achieve their financial goals.
At Siebert, we believe in a personalized approach, offering a range of investment options and brokerage account types, alongside robust tools and support. We’re committed to empowering our clients with the knowledge and resources they need to build a secure and prosperous future. Financial Freedom for Everyone.
We specialize in tailoring comprehensive investment solutions to meet the unique needs of individuals and organizations, including those who serve our nation – police officers, firefighters, military personnel, veterans, and their families. Our services encompass advanced trading, investment banking, financial advice, managed portfolios, insurance, and corporate services, all designed to help clients achieve their financial goals.
At Siebert, we believe in a personalized approach, offering a range of investment options and brokerage account types, alongside robust tools and support. We’re committed to empowering our clients with the knowledge and resources they need to build a secure and prosperous future. Financial Freedom for Everyone.
Financial Services
Finance
MTFX is a Toronto, Ontario-based financial services company specializing in international money transfers and foreign exchange (FX) solutions. Founded in 1996 and regulated by FINTRAC, MTFX provides a secure and reliable platform for individuals, small and medium-sized businesses, and multinational organizations to send and receive money globally.
We connect businesses and individuals with competitive exchange rates and streamlined international payment processes, offering a comprehensive suite of services including cross-border payments, multi-currency transactions, and FX solutions.
With nearly three decades of experience, MTFX has built a trusted reputation for delivering efficient and dependable global financial services, backed by a team of experienced currency experts. We are committed to providing a seamless and secure experience for our clients, supporting their international business needs with confidence.
MTFX operates across North America, with headquarters in North York and a US presence in Jersey City, serving over 190 countries and 50 currencies.
We connect businesses and individuals with competitive exchange rates and streamlined international payment processes, offering a comprehensive suite of services including cross-border payments, multi-currency transactions, and FX solutions.
With nearly three decades of experience, MTFX has built a trusted reputation for delivering efficient and dependable global financial services, backed by a team of experienced currency experts. We are committed to providing a seamless and secure experience for our clients, supporting their international business needs with confidence.
MTFX operates across North America, with headquarters in North York and a US presence in Jersey City, serving over 190 countries and 50 currencies.
Financial Services
Finance
Paynuity is a US-based payment processor and banking solutions provider headquartered in Orlando, Florida.
We empower financial institutions and businesses globally with a unified, enterprise-grade platform for accepting payments in 135+ currencies and accessing a full-service ecosystem.
Paynuity distinguishes itself by offering direct-to-bank settlement for peer-to-peer and merchant transactions, supported by over 60 integrations and a focus on specialized industries like fuel & convenience, retail, and travel. We provide scalable solutions for issuing, acquiring, and banking, enabling our partners to thrive in the evolving digital payments landscape.
Founded in 2017, Paynuity has rapidly grown to serve over 111 financial institutions and is committed to innovation and exceptional customer service.
We empower financial institutions and businesses globally with a unified, enterprise-grade platform for accepting payments in 135+ currencies and accessing a full-service ecosystem.
Paynuity distinguishes itself by offering direct-to-bank settlement for peer-to-peer and merchant transactions, supported by over 60 integrations and a focus on specialized industries like fuel & convenience, retail, and travel. We provide scalable solutions for issuing, acquiring, and banking, enabling our partners to thrive in the evolving digital payments landscape.
Founded in 2017, Paynuity has rapidly grown to serve over 111 financial institutions and is committed to innovation and exceptional customer service.
Financial Services
Finance
Veri-Tax is a Irvine, California-based verification specialist providing secure and reliable income and employment verification services to a wide range of industries.
We specialize in delivering critical data quickly and efficiently, supporting lenders, banks, fintech companies, and other financial institutions with essential compliance needs. Our core services include Verification of Income (VOI), Verification of Employment (VOE), 4506-C Tax Transcripts, and SSN/EIN Verification, streamlining the loan process and mitigating risk.
At Veri-Tax, we differentiate ourselves through a commitment to customer and employee happiness, driven by positive psychology insights and a diverse, high-performing team. We’ve earned the trust of over 1,000 clients since 1998, and are recognized for our industry-leading turnaround times and commitment to accuracy. Veri-Tax is the largest ‘pure play’ national verification specialist.
We specialize in delivering critical data quickly and efficiently, supporting lenders, banks, fintech companies, and other financial institutions with essential compliance needs. Our core services include Verification of Income (VOI), Verification of Employment (VOE), 4506-C Tax Transcripts, and SSN/EIN Verification, streamlining the loan process and mitigating risk.
At Veri-Tax, we differentiate ourselves through a commitment to customer and employee happiness, driven by positive psychology insights and a diverse, high-performing team. We’ve earned the trust of over 1,000 clients since 1998, and are recognized for our industry-leading turnaround times and commitment to accuracy. Veri-Tax is the largest ‘pure play’ national verification specialist.
Financial Services
Finance
Company Name | Location | Category | Employees | Website |
|---|---|---|---|---|
Orlando, United States (US) | Finance and Banking Finance and Banking | 50-100 | http://www.globalfy.com | |
Jersey City, United States (US) | Finance and Banking Finance and Banking | 100-150 | https://www.viewtrade.com | |
San Diego, United States (US) | Finance and Banking Finance and Banking | 150-200 | http://www.cdcloans.com | |
San Francisco, United States (US) | Finance and Banking Finance and Banking | 50-100 | http://www.compass-analytics.com | |
Draper, United States (US) | Finance and Banking Finance and Banking | 50-100 | https://www.scalar.io | |
Orlando, United States (US) | Finance and Banking Finance and Banking | 50-100 | http://www.qwil.co/ | |
Oakland, United States (US) | Finance and Banking Finance and Banking | 100-150 | http://www.tmcfinancing.com | |
Orlando, United States (US) | Finance and Banking Finance and Banking | 50-100 | http://www.viewpost.com | |
San Antonio, United States (US) | Finance and Banking Finance and Banking | 100-150 | http://www.liftfund.com | |
Plano, United States (US) | Finance and Banking Finance and Banking | 50-100 | http://www.dms.net | |
Irvine, United States (US) | Finance and Banking Finance and Banking | 150-200 | http://www.pacificadvisors.com | |
New Jersey, United States (US) | Finance and Banking Finance and Banking | 50-100 | http://GreenPayTech.io | |
New York, United States (US) | Finance and Banking Finance and Banking | 50-100 | https://www.missioncap.com | |
Jersey City, United States (US) | Finance and Banking Finance and Banking | 50-100 | http://www.quodd.com | |
Orlando, United States (US) | Finance and Banking Finance and Banking | 50-100 | http://www.eCapital.com | |
Irvine, United States (US) | Finance and Banking Finance and Banking | 50-100 | https://www.stratus.finance | |
, | Finance and Banking Finance and Banking | 100-150 | http://srpretire.com/ | |
Irvine, United States (US) | Finance and Banking Finance and Banking | 50-100 | https://www.ExcelerateCapital.com | |
Irvine, United States (US) | Finance and Banking Finance and Banking | 50-100 | http://firstncc.com | |
Jersey City, United States (US) | Finance and Banking Finance and Banking | 50-100 | http://www.wallachbeth.com | |
Memphis, United States (US) | Finance and Banking Finance and Banking | 150-200 | http://www.diversifiedtrust.com | |
Irvine, United States (US) | Finance and Banking Finance and Banking | 50-100 | https://www.stgmortgage.com | |
Norwalk, United States (US) | Finance and Banking Finance and Banking | 100-150 | http://www.nmef.com | |
Plano, United States (US) | Finance and Banking Finance and Banking | 150-200 | https://www.fishersmb.com/ | |
Bensalem Township, United States (US) | Finance and Banking Finance and Banking | 50-100 | https://www.fundingmetrics.com | |
Jersey City, United States (US) | Finance and Banking Finance and Banking | 50-100 | https://www.scientechresearch.io/ | |
Greensboro, United States (US) | Finance and Banking Finance and Banking | 100-150 | https://vfccu.org/ | |
Basel, Switzerland | Finance and Banking Finance and Banking | 50-100 | https://www.gleif.org | |
Irvine, United States (US) | Finance and Banking Finance and Banking | 50-100 | http://www.ifa.com | |
Lincoln, United States (US) | Finance and Banking Finance and Banking | 50-100 | http://www.mortech.com | |
Irvine, United States (US) | Finance and Banking Finance and Banking | 50-100 | http://straightdealmortgage.com | |
Auburn, United States (US) | Finance and Banking Finance and Banking | 100-150 | http://www.credentwealth.com | |
Plano, United States (US) | Finance and Banking Finance and Banking | 50-100 | http://www.trulytitle.com | |
Irvine, United States (US) | Finance and Banking Finance and Banking | 50-100 | https://nexseer.com | |
Plano, United States (US) | Finance and Banking Finance and Banking | 50-100 | https://www.alkami.com/data-marketing-solutions/ | |
Marietta, United States (US) | Finance and Banking Finance and Banking | 50-100 | http://www.affinityhomelending.com | |
Irvine, United States (US) | Finance and Banking Finance and Banking | 100-150 | http://www.watermarkhomeloans.com | |
Newark, United States (US) | Finance and Banking Finance and Banking | 50-100 | http://www.nrarecovery.com | |
Evansville, United States (US) | Finance and Banking Finance and Banking | 50-100 | https://www.1834.com/ | |
Salt Lake City, United States (US) | Finance and Banking Finance and Banking | 50-100 | http://www.firstexchange.com | |
Lincoln, United States (US) | Finance and Banking Finance and Banking | 50-100 | http://www.proceedfinance.com | |
Chicago, United States (US) | Finance and Banking Finance and Banking | 50-100 | https://www.ihtwealthmanagement.com/ | |
Irvine, United States (US) | Finance and Banking Finance and Banking | 50-100 | http://www.mischlerfinancial.com | |
El Segundo, United States (US) | Finance and Banking Finance and Banking | 50-100 | http://www.taycor.com | |
, | Finance and Banking Finance and Banking | 50-100 | http://www.mcubeit.com | |
Long Beach, United States (US) | Finance and Banking Finance and Banking | 50-100 | https://tsgwm.com/ | |
Beverly Hills, United States (US) | Finance and Banking Finance and Banking | 50-100 | http://www.stockcross.com/disclosures-privacy/online-research-disclosure | |
North York, Canada | Finance and Banking Finance and Banking | 50-100 | https://www.mtfxgroup.com | |
Orlando, United States (US) | Finance and Banking Finance and Banking | 50-100 | https://paynuity.com | |
Irvine, United States (US) | Finance and Banking Finance and Banking | 50-100 | http://www.veri-tax.com |
1050/14,838 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.