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Financial Services Companies Worldwide

Financial services provide, structure, and manage financial products, capital, and advisory services for retail, corporate, and institutional clients. This page lists companies operating in the Financial Services sector based on self-reported profile data. No companies currently match this exact sector selection on Enterprise League. Browse related sectors or submit a company to the directory.
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Financial Services
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Better Choice is one of Australia’s leading and most innovative Mortgage Lenders. Through the consolidation of nationally recognised Mortgage Manager groups Future Financial, Iden Loan Services, Pioneer Mortgage Services and NationalCorp Home Loans, Better Choice has successfully managed and originated residential mortgages since 1991. Working with mortgage brokers, we offer innovative solutions for their customers, whether it’s for a first home buyer, an astute investor in residential or commercial property, construction of one or more dwellings, bridging finance, non-resident, SMSF or those borrowers who have experienced a life event that may have affected their capacity to borrow. Our ability to accept alternative income documentation means Better Choice is also the lender of choice for brokers with customers who are unable to provide the traditional 2 years of financial statements and tax returns generally required to obtain finance. From small to medium business owners, self employed contractors and Company’s or Trusts, Better Choice can cater for all types of borrowers.
Financial Services

2001

The Johnson Financial Group family is proud to offer a comprehensive suite of banking and wealth services. Johnson Financial Group provides: • full line of banking services including wealth, mortgage, leasing, consumer and commercial banking through over 30 locations in Wisconsin and Minnesota. • management services for individuals, families and commercial pilots, and institutional advisory services for public and private foundations and endowments. Values We believe in acting with ethics and integrity in all we do. We believe in the importance of customers, and hold ourselves accountable for our interactions. We believe in the dignity of all people and the strength of teams. We believe in the importance of family and community. Social Responsibility Embedded in our culture is a genuine sense of mission to make our communities better because we're there. This philosophy is anchored in the philanthropic spirit of the Johnson family and demonstrated in the way we operate and the individual actions of our associates. Employees We employ more than 1,000 talented associates. Our organization has unusually low turnover, extraordinarily high employee engagement and rigorous hiring standards. Ownership Johnson Financial Group is a privately-owned financial services company offering banking and wealth solutions through its subsidiaries, Johnson Bank and Johnson Wealth. Principal owners of Johnson Financial Group are members of the Samuel C. Johnson family. Helen Johnson-Leipold is Chairman of Johnson Financial Group. For more information visit www.johnsonfinancialgroup.com.
Financial Services

1970

Ameliora Wealth Management Ltd. is a truly independent, Swiss-based investment adviser exclusively servicing US persons by safeguarding and diversifying their wealth internationally. Ameliora Wealth Management Ltd. is registered as an investment adviser with the SEC under the US Investment Advisers Act of 1940. Safeguarding our clients’ interests is our sole concern. An increasingly challenging financial and regulatory environment requires a trusted and reliable investment adviser partner. - Our registration with the SEC provides high transparency and protection for clients - Our services are performed in recognition of the fiduciary duty we owe to our clients - Our competence in tax efficient investments for US clients - Our team consists of experienced and professional investment managers We are a truly independent investment adviser Laetitia Mantel, CEO Ameliora Wealth Management Beethovenstrasse 19 8002 Zurich, Switzerland T +41 43 336 10 90 F +41 43 336 10 99 office@ameliorawealth.com Neither I nor Ameliora Wealth Management are responsible for and do not encourage third parties to post anything on our behalf. Personal and company endorsements/testimonials by third parties are not accepted or encouraged. Publications are for your information only and are not intended as an offer, promotion, or solicitation to buy or sell any financial instrument or perform any other financial transactions. All information and opinions expressed in the publications reflect current views as of the date of publication and may be liable to change without notice.
Financial Services

2012

We are TradingView, the world's most popular charting platform and the industry's forefront for financial visualization solutions. 90M+ traders worldwide use our platform as a go-to destination to chart, chat, and trade financial markets. Our product portfolio includes best-in-class charts, versatile commercial libraries, a social network, and many more tools for retail and business audiences. With 200M+ monthly visits, we are the #1 all-things investing website, and our solutions are used by fintech leaders such as Revolut, Binance, and CME Group. We wouldn't be where we are without our tight-knit multinational team from 40+ countries, distributed globally, including across core offices in London, Malaga, and Tbilisi. To get the best, we offer relocation packages with competitive compensation and ensure a smooth onboarding through mentorship and clear career paths. Reach out to us, and let’s grow together.
Financial Services

2011

Alphastream is a leading AI platform delivering legal and financial intelligence purpose built for private markets by transforming unstructured documents into trusted, actionable data. Today, we are partnered with GPs managing over $2 trillion in assets, driving continuous innovation across timeliness, efficiency, scalability, and auditability. Private credit investors use Alphastream to accelerate due diligence, monitor portfolio performance, and unlock data-driven insights that were previously buried in complex legal and financial documents. Decision makers are empowered with workflow tools built on the foundation of verifiable data. Alphastream integrates seamlessly into your existing digital ecosystem—with full SSO support, APIs to mesh with existing infrastructure, and CRM platform DealCloud. Our SaaS platform is ISO 27001 certified and SOC 2 compliant.
Financial Services

2019

Tellimer is a global technology, information, and data provider with over 20 years’ experience in financial markets. Through Tellimer Insights, our AI-powered, mobile-first, award-winning content platform, we equip investment professionals with the essential, hard-to-find knowledge they need to inform their decision-making. And through Tellimer Technologies, we empower businesses in all markets with intuitive content authoring, distribution and analytics, as well as bespoke data products and services.
Financial Services
## GLF 1 (£55m) ## fully deployed in 2018 ## GLF 2 (£30m) ## is open for loan applications - £100k to £500k ## GFF (£30m) ## is open for loan applications - £500k to £2m ## IFNI (£30m) ## is open for loan applications - £20k to £2m Loans will be made to businesses that can demonstrate sales and profitability growth or growth potential. The funds are targeting businesses which are mainly in the manufacturing, engineering or tradable services sectors. ## Property & Commercial Finance ## Arranging offers of funding which compliments our existing funds
Financial Services

2012

The Cherrytree Group is a Massachusetts based consultant, tax credit broker, and syndicator that specializes in Brownfields Tax Credits, Renewable Energy Tax Credits, Low-Income Housing Tax Credits, and Historic Rehabilitation Tax Credits. Cherrytree offers its clients a full service “turnkey” real estate solution by delivering consulting, syndicator or brokerage, arbitrage services and back-end support services utilizing in-house legal and accounting personnel. We call this our “umbrella of services.” We advise business owners, real estate owners and developers on ways to monetize expenditures on energy efficient developments or additions, solar/geothermal, or biomass systems and environmental remediation as well as on raising and syndicating private equity; on Brownfields and environmental remediation; securing, monetizing, or trading tax credits, incentives, or grants, and developmental finance.
Financial Services

2011

Ascensus helps millions of people save for a better future. We’re also one of the savings plan industry’s leading providers of outsourced services. Our technology and expertise enhance the growth and success of our partners, their clients, and savers. Ascensus is the largest independent recordkeeping services provider, third-party administrator, and government savings facilitator in the United States. For more information, visit ascensus.com.
Financial Services

1980

By working with a substantial network of Banks, Alternative Lenders, Private Investors and Funds we are able to source our clients appropriate and reliable finance solutions for their businesses. Drawing on our vast experience and expertise we can introduce clients to a wide range of financial products, ensuring they utilise the best available option for their business. From small ticket leasing and equipment finance to multi-jurisdiction trade finance and fund raises; we are well-positioned to assist all manner businesses achieve their growth potential by securing them the financial help they need. Working closely with industry experts Eden Grail adds value and assists businesses in the structuring of their finance proposals in order to get the best possible results. We also secure funding for distressed companies and investment for start-ups. We are sector agnostic and have worked with international businesses on projects ranging from mining and energy, to UK leasing and small business loans. We can assist your business in: Trade Finance, Domestic/ Import/ Export Finance, Stock Finance, Equipment Finance, Vendor Finance, Franchise Finance, Invoice Finance, Business Loans, MBOs, LBOs and Equity Raises. Please feel welcome to contact us, it would be our pleasure to assist you.
Financial Services
Our mission is to change the way financial services communicate with its customers and members. We’ve built two industry-leading technology solutions: Money Alive - Our award-winning regulatory technology video platform which enables financial advisers to provide their clients with engaging, accredited and impartial education about their pensions and other key financial topics. Video Canvas - Our interactive video player solution enables scheme administrators to communicate smarter with their members using personalised video experiences. We believe that better information leads to better decisions and a better financial life and our services are dedicated to creating better consumer outcomes.
Financial Services

2016

Equal Housing Opportunity. Federally insured by NCUA. GreenState Credit Union is a member owned financial cooperative with 35 office locations. Since being organized in 1938, GreenState has grown to over $10 billion in assets and 400,000 members. Membership is open to anyone living or working in Iowa and Illinois Counties, as well as direct relatives of current members and University of Iowa students, staff, and alumni.
Financial Services

1938

Award-winning, fabulous team of Independent Mortgage & Protection Advisers & Administrators, based in the city centre of Chelmsford and providing our clients with bespoke recommendations and advice across all of the Essex area.
Financial Services

2002

The Mortgage Hut is one of the UK's leading mortgage brokers, with access to over 12,000 products from 91 lenders. We offer advice nationwide, so if you're looking for award winning advice which is tailored to meet your needs, drop us a message.
Financial Services

2011

BECAUSE WHEN YOU’RE A BUSINESS, A HNW, OR PROPERTY ENTREPRENEUR, HAVING YOUR ENTIRE FINANCIAL WORLD IN ONE PLACE MAKES SENSE. A COMPLETE FINANCIAL SERVICE FOR YOU, THE VISIONARIES, THE LEADERS, THE DREAMERS. FIND EVERYTHING YOU NEED TO EXCEL, ALL UNDER ONE ROOF. GUIDED BY A SINGLE, REPUTABLE FINANCIAL GROUP, WE PROVIDE: A MODERN APPROACH, WITH OLD SCHOOL VALUES TOP-TIER CONNECTIONS SEAMLESSLY INTEGRATED SERVICES INNOVATIVE COLLABORATION UNMATCHED EXPERTISE AND INVESTMENT OPPORTUNITIES.
Financial Services

2015

Pure Financial was founded in 2007 and is a fee-only Registered Investment Advisor (RIA), providing comprehensive retirement planning services and tax-optimized investment management services. Pure is nationally ranked as one of the fastest-growing, fee-only RIAs (2014-2020)*, with headquarters in San Diego and branch offices in California (Brea, Irvine, Los Angeles, Davis), Seattle, WA, Denver, CO, Chicago, IL, Salt Lake City, UT, Nashville, TN, and Phoenix, AZ and we are looking to expand in other cities. Pure Financial manages over $11.05 billion in assets (as of February 5th, 2026). *For any questions about the rankings mentioned, please visit https://purefinancial.com/why-pure/news/. ___________________________ Credentialed and Qualified, Fee-Only, Focused Only on You. Discover what happens when you bring together a group of highly qualified and credentialed financial professionals who are passionate about helping people get the most out of their finances. See the results of coordinating tax planning, estate planning, and asset management within one process. Experienced advisors who are employees of a Fee-Only Registered Investment Advisor firm that provides the latest technology and resources, academically supported prudent asset management, and one directive: do what is best for the client. OUR VISION: -Provide consistently high-quality advice based on solid academic research with a better value to clients than any traditional financial service providers, including the "Big Names"​, no-load mutual fund companies, and discount brokerages. -Offer a healthy professional fee-only environment where professionals can build a quality career without the ethical burden of selling financial products to earn commissions. -Be accessible and affordable to both high-net-worth individuals as well as people who are not typically considered high-net-worth, while providing the collaborative professional team experience demanded by ultra-high-net-worth clients.
Financial Services

2007

eFinance Investment Group has been the leading player within the field of financial and digital transformation in Egypt, since company establishment in 2005. Starting 2020, the company underwent a restructuring process where it spun off some of its leading business lines including, the leading network infrastructure and operation company for financial and non-financial digital services, its retail payment arm, integrated smart solutions provider and its contact center, and created a company specialized in digital purchasing platforms, diversifying its corporate portfolio to encompass five organizations operating in the fields of financial and digital operations, retail payments, e-commerce, integrated smart solutions and business process outsourcing. By 2021, eFinance had transformed itself into a fully-fledged entity to consolidate all its now market-focused subsidiaries under one leading structure, the eFinance Investment Group, with a focus on sectors that drive growth, transformation, and impact. Currently, eFinance Investment Group is a mother company for five subsidiaries and is focusing its investment portfolio in Egypt and Africa on financial and digital projects.
Financial Services

2005

Independent Business Finance Company - providing finance for all size businesses across the UK. We search the finance market to find the best rates and packages available to your business. We take a hands on approach with all our clients, offering an appointment within 24 hours of an initial discussion, and funding in place as soon as required, sometimes even the same day. We aim to ensure all our clients are 100% satisfied with the speed of service and funding packages provided. All these services are FREE OF CHARGE.
Financial Services

2009

Our purpose at Newton is to unlock investment opportunity so that our clients achieve their goals in the vibrant world we all want to see. Our clients include public and private-sector DB and DC pension plans, corporations, sovereign wealth funds, charities, endowments and foundations, and, via our parent company BNY Investments, individuals. Each has its own particular objectives, and our starting point is to understand what they are and how we can best help meet them by being an expert partner to our clients. We seek to deliver strong outcomes to our clients by taking an active, multidimensional and engaged investment approach. It’s a future-facing approach – designed to manage the realities of today’s fast-evolving investment landscape, and to resist outdated assumptions – and it’s applied across our active equity, income, absolute return (including fixed income), multi-asset (both fundamental and systematic), thematic and sustainable strategies. Founded in 1978, we remain solely focused on investment management, and we have grown to become a global firm, with offices in London, New York, Boston, San Francisco and Tokyo. Assets under management: £79.9 billion / $107.2 billion (as at 30 Sept 2024). Important information: www.newtonim.com/terms ‘Newton Investment Management Group’ describes a group of affiliated companies that provide investment advisory services under the brand name ‘Newton’ or ‘Newton Investment Management’. Those companies are Newton Investment Management Ltd in the UK, Newton Investment Management North America LLC in the US, and Newton Investment Management Japan Ltd. (“NIMJ”), and all are indirect subsidiaries of The Bank of New York Mellon Corporation (‘BNY’).
Financial Services
Financial Fitness Group is an enterprise software company that provides financial education solutions designed to maximize user engagement. Our financial wellness platform is proven to engage users of all backgrounds, from investors to employees. Financial Fitness Group is a leading provider of interactive financial wellness for financial service providers, banks, credit unions, advisors, government agencies and some of the largest companies across the nation. For over 20 years, we’ve been assessing, scoring and educating our clients’ target audiences–thereby driving real behavior change–through our financial education platform.
Financial Services

1998

We are a full service lead provider and marketing company specializing in accredited investors. We provide investor lead list, front calling, social media marketing, and email blasts.
Financial Services

2015

Senfin Asset Management (Pvt) Ltd (SFAM) is a company incorporated in Sri Lanka and licensed by the Securities & Exchange Commission of Sri Lanka (SEC) to manage unit trust funds and third-party portfolios/private portfolios for institutional clients, private provident funds, insurance funds, and high net worth individuals. SFAM also provides advisory services to high net-worth clients. SFAM is a wholly-owned subsidiary of Senkadagala Finance PLC, a company licensed by the Central Bank of Sri Lanka. Senkadagala Finance PLC commenced operations in the city of Kandy in 1968 and has steadily gained momentum to be one of the most trusted Non-banking Financial Institutions, with a staff strength of 797 employees and a network of 100 customer touch points across the Nation. SFAM relies on its strong knowledge and experience in the Sri Lankan equity and debt markets to fulfill investment objectives of its unit trust investors and portfolio clients.
Financial Services

2010

Property Finance group specialises in securing the best development finance, bridging loans, high-value buy-to-let mortgages and commercial mortgages. We are all seasoned property professionals with decades of experience, and we know our way around the market like no other brokers. We founded PFG in 2014 because we knew we could offer a better service for developers and investors looking to secure finance. From initial inquiry to loan completion, we are here for you and will always have your best interests at heart. Our aim isn’t to complete as many loans as possible, but to make sure every client gets the best possible funding for their circumstances, and we will never put you into a situation which we do not think is the best solution for you.
Financial Services

2016

Berkshire Partners is a 100% employee-owned, multi-sector specialist investor in private and public equity, with a focus on U.S.-based, middle-market companies. The firm’s private equity team partners with well-positioned, growing businesses across services, healthcare, industrials, and technology. Berkshire is currently investing from its Fund XI, which held its final closing in 2024 with approximately $7.8 billion in commitments. Since its founding, Berkshire Partners has completed more than 150 private equity investments and has a strong history of collaborating with management teams to accelerate growth and create enduring value. For more information, visit www.berkshirepartners.com.
Financial Services

1986

Founded in 2015, Origin is the largest primary debt issuance platform in the international debt markets. Our platform connects over 100 frequent borrowers and 20 major investment banks, and is used by over nearly 700 professionals working across 70 cities worldwide. Origin’s software automates and digitizes the entire bond issuance lifecycle, from pricing and origination, documentation, all the way through to listing and settlement, and supports a full range of fixed income products including bonds, MTNs, structured notes, and money market instruments such as CDs and CPs. Origin is backed by a number of strategic investors including Deutsche Borse Group and the Luxembourg Stock Exchange.
Financial Services

2015

Operating within the West Midlands and across the country, Autonomy Wealth Limited is a financial planning business. Our primary goal is to provide creative independent financial advice to assist and empower clients to achieve financial security for both themselves and their families. We are strongly committed to independent advice constructing financial solutions using products from the whole market. Financial advice is provided by our qualified and highly experienced consultants and is regulated by the Financial Conduct Authority. Why Autonomy? We feel this has meaning both from a client perspective and for us as advisers. We have helped many clients to realise their own financial autonomy, for example in being able to re-arrange their assets and to retire earlier; or to release capital/income to allow them to live the life that they want. At the same time, Autonomy can be defined as freedom from external control or influence; independence. This resonates with us; we hope it resonates with you as well.
Financial Services

2015

An independent, specialist real estate debt adviser with offices in Mayfair London and Newcastle Upon Tyne. With over 50 years market experience, we are a well established, proficient and trusted real estate debt intermediary, working across all real estate assets classes & locations throughout the UK. Finance 55 understand that securing the debt for your business can be a complex and challenging process. Our team of experienced debt brokers work closely with you to understand your specific objectives, providing a sophisticated structuring and execution service. We use our extensive network of funders, built over the last 15 years to tailor an appropriate debt solution for your business. Finance 55 has brokered in excess of £3bn of lending over the last 10 years, we are well respected in the market place with clients and funders alike, our reputation is paramount. In fact, 80% of our business is generated from repeat clients; we pride ourselves on providing a service that is superior in all aspects of satisfaction. Finance 55 are members of the NACFB (National Association of Commercial Finance Brokers). We perform non-regulated business and are free to market, dealing with all major funding institutions
Financial Services

2009

The Business Class Group is a selection of companies built to provide a holistic range of quality services to local & expatriate communities from Eastern Europe to Asia. With our head office in Hong Kong and representative offices in China, Russia and Thailand, the Business Class Group assists both private individuals and corporate clients on a regional basis and beyond. Business Class Group values and our ability to develop innovative solutions for the benefit of our clients is what sets us apart from others.
Financial Services

2007

Established in 1986, our Oneworld Ltd is now one of the leading advisory, corporate and business services firms in Cyprus, with offices in Nicosia, Limassol and associated offices in the key business centres of the world. At Oneworld, we provide financial and business solutions to corporate and private clients. We bring a depth of experience to our work and dealings with clients. Our executives consist of chartered accountants, lawyers, financial advisors, tax specialists, administrators and company secretaries as well as highly skilled and knowledgeable corporate and trust advisors. Authorised and regulated by the Cyprus Securities and Exchange Commission, Licence no 149/196.
Financial Services

1986

Gold Edge Limited is a top- rated debt collection agency in Kenya with networks across the country . Our core business objective is to help clients collect debts as quickly as possible while maintaining important client customer relationships. We offer commercial & consumer debt collection services, Outsourced Credit Control- Collection, Legal debt collection, Training of Acc receivables teams, Skip tracing etc
Financial Services

2014

GUGU - Tailored for Next generation to invest US stocks. GUGU provides real-time US stock prices and trading services, calculations of reasonable price ranges, and the latest financial reports for US stocks. It continuously updates 24/7, allowing users to easily grasp the latest real-time information on US stocks and facilitate quick investment decision-making. GUGU is a trading name of Asia Win Inc Limited
Financial Services

2020

Accountancy and employment services in the contracting industry
Financial Services

2021

Dartington Wealth Management is a firm of Chartered Financial Planners and Wealth Managers who provides impartial fee based advice for private individuals and trustees. We work alongside your other trusted advisers including your solicitor and accountant, providing financial planning for all your needs. We deliver imaginative and bespoke solutions to help you achieve your financial goals and objectives, and as part of this process we aim to minimise your investment costs and the impact of taxation, so your money works harder for you.
Financial Services

2016

Edenbridge Capital is a non bank financial services company registered in Kenya. We offer loans, guarantees and insurance products. Individuals, Small and medium businesses have the potential to thrive, but lack access to capital required to do so. Financing your business is a big decision. We aim to gain in-depth knowledge of your business, so that we can understand your aspirations for growth and development. This means we can provide trusted advice on options available to you, that best suit your business needs.
Financial Services

2018

Perry Enterprises focuses on alternative investments with the goal of hedging market volatility and risk through non-traditional investment vehicles. Part of our profits are distributed to philanthropic causes that have a direct impact on the local markets we invest within. Our Investments include; Private Equity, Venture Capital, Real Estate, Natural Resources, Commodities and Domestic Equity.
Financial Services

2014

East Capital Group is a global asset manager based in Sweden since 1997. We offer a range of investment solutions within equities, fixed income securities, real estate and alternatives. The essence of our business is not only to find attractive investment opportunities, but also to actively work to drive change, influencing industries around the world to become more sustainable. We are responsible long-term owners who are “invested” both in terms of our stewardship and our capital. We leverage our regional and sector expertise with active investments in the world’s fast-growing economies and combine it with a clear, proprietary ESG framework to deliver strong and sustainable returns for our investors. With our beginnings in emerging and frontier markets, we are today a global investor, with extensive experience in and a focus on sustainable long-term investments. Within East Capital Group you will find East Capital − specialising in emerging and frontier market strategies, East Capital Real Estate − managing commercial real estate investments in Central and Eastern Europe, Espiria − offering bespoke global and Nordic equities and fixed income strategies, and Adrigo – a Nordic long/short fund strategy targeting absolute returns. East Capital Group owns 49% of Cicero Fonder and also has a significant holding in the listed company Eastnine (OM:EAST), which owns, develops and manages modern and sustainable office and logistics premises in prime locations in the Baltics and Poland. www.eastcapital.com www.espiria.com www.adrigo.com www.eastcapitalrealestate.com Welcome to East Capital Group. Working for positive change, since 1997.
Financial Services

1997

Digital Risk, an Mphasis company, is the largest independent provider of Risk, Compliance and Transaction Management solutions for the complex and dynamic financial services market. The individual talents of our thousands of analysts are amplified by the company’s proprietary technology and advanced analytics performed using the Making Mortgages Safe™ solutions suite. These proprietary platforms are the result of the analysis of over $100 billion in mortgage loans. We provide: • Comprehensive platform servicing the entire mortgage life cycle • Best in class patent-pending analytics and business rule and workflow technology • Market leading size and scale • One-stop risk management platform with open architecture and plug-and-play toolset • Platform flexibility facilitating horizontal and vertical expansion • State-of-the-art paperless document management system
Financial Services

2005

Principle Wealth Solutions Ltd provides advice and planning services for people who want to make the most of their finances. Principle Wealth Solutions was founded in Spring 2013 by a group of highly qualified professionals who collectively have over 150 years of experience in financial services. The Directors of the business Ian Warburton and Leigh Kenny, who were previously Senior Managers in a Wealth Management organisation, were keen to ensure face to face financial advice was available for those that need it following the removal of this advice service by a large number of High Street Banks. Principle Wealth Solutions Limited is an appointed representative of Quilter Financial Services Limited and Quilter Mortgage Planning Limited who are authorised and regulated by the Financial Conduct Authority. Quilter Financial Planning are one of the largest distributors of financial advice in the UK and using the latest technology can provide an extensive range of wealth management, retirement, protection, mortgage and investment services. A principle is a rule that has to be followed and for us that means meeting our clients financial needs with the right solutions and highest possible service. Your home may be repossessed if you do not keep up repayments on your mortgage. The value of pension and investments can fall as well as rise. You may get back less than you invested. The Financial Conduct Authority do not regulate Auto Enrolment & Inheritance Tax Planning.
Financial Services

2013

Argo Investments Limited is a listed investment company which manages a portfolio of Australian investments with the objective of 'maximising long-term returns to its shareholders through a balance of capital and dividend growth'​. Since it was established in 1946, the Company's long-term investment philosophy has seen it grow steadily and provide dividends to shareholders every year. Today Argo has over 95,000 shareholders and more than $7 billion portfolio invested across approximately 90 different equity holdings and cash. Argo shares offer investors a professionally managed, diversified exposure to the Australian equity market, without the need to pay fees to an investment manager.
Financial Services

1946

The SRH Funds are designed, implemented, and managed using what we believe is a simple investment thesis—invest in good businesses at attractive valuations for the long-run. Our goal is to keep our investment thesis agnostic about the type of investment vehicle used and whether the portfolio is actively or passively managed. Accordingly, our funds are available as an actively-managed closed-end fund, an actively managed ETF and a passively-managed ETF. For fund prospectuses, please visit SRHfunds.com.
Financial Services

2008

Proteus is an investment platform developed to provide qualified investors with efficient access to private market investment opportunities, including private funds, co-investments, model portfolios and alternative investment pools. The Proteus platform streamlines the private market investment experience for both Wealth Managers and Fund Sponsors. Wealth Managers use the Proteus platform to research private fund managers and their investments, review due diligence materials, construct portfolios of private market assets and deploy client capital through feeder funds established and managed through the Proteus platform. Fund Sponsors collaborate with Proteus to provide qualified investors with access to their investment products through a controlled, scalable, technology-focused experience on the Proteus platform. Proteus, LLC is registered as an investment adviser with the SEC. Registration with the SEC does not imply a certain level of skill or training.
Financial Services

2012

Trusted by thousands of counterparties within the global FX ecosystem, CLS makes FX safer, smoother and more cost effective. Trillions of dollars worth of currency flows through our systems each day. Created by the market for the market, our unrivaled global settlement infrastructure reduces systemic risk and provides standardization for participants in many of the world’s most actively traded currencies. We deliver huge efficiencies and savings for our clients: in fact, our approach to multilateral netting shrinks funding requirements by over 96% on average, so you can put your capital and resources to better use. Our complementary products are designed to enable you to manage your risk most effectively across the full FX lifecycle – whether through more efficient processing tools or market intelligence derived from the largest single source of FX executed data available to the market.
Financial Services

2002

CLDP specialises in helping you assess and deliver improvements in your business, developing robust plans for success, and supporting the implementation of change. Our approach delivers accurate, metrics-based analysis of complex organisations. We work with all your management and staff to understand and document how they do their day-to-day jobs, allowing us to provide an independent, external perspective on where improvements could be made.
Financial Services

2014

From humble beginnings as a family business to 62 years of accomplishments under its belt, the company’s sheer dedication and success is a staple to be reaffirmed in its expansion toward exciting, new markets. Our Mission: At AJA-Group Holding, we value our clients’ trust above all else. We are committed to delivering quality products and services, and to becoming a leading holding group that lays the groundwork for organic, sustainable growth in order to create value for our partners. With fairness, equality, high ethical standards, and environmental/social responsibilities at the heart of our operations, guaranteed quality is our unwavering promise. Our Values: Trust between partners, clients, and employees. Discipline in committing to our promises. Integrity embodied in an ethical framework. Success that pushes us to motivate and empower our employees, enabling them to strive for the best. These form the foundation and the pillars of a stable, trustworthy, growing group.
Financial Services

1948

Autus is a financial advisory service based in the centre of London. We set out to help our clients build and preserve a financial legacy, that sees them on the right path to accomplish their ambitions, regardless of what life throws at them. The value of your investment can go down as well as up. You could get back less than you invested. Autus Wealth Management is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). SJP Approved 16/07/2024
Financial Services
Choice Mortgage Solutions provides expert independent mortgage advice for everyone from first-time buyers, home movers, remortgagers and experienced Buy to Let landlords. We provide advice and solutions from the whole intermediary market. Our ability to see the whole market, to cut through the fine print and explain the pros and cons of each product makes your life easy. Our contacts and experience makes it all happen, from initial mortgage advice to money in the bank. Call us on 0800 612 8099 or email info@choicemortgagesolutions.com
Financial Services

2006

You get the best of both worlds at Personal Wealth Solutions. There's the confidence of knowing you're with one of the most well-known financial planning groups in Australia, RI Advice Group, backed by the strength and resources of one of the country’s largest wealth management groups. And there's the comfort of dealing with our dedicated, local team, who pride themselves on quality service with a personal touch. Our close connection with the community, combined with our access to leading research and technical teams, who work full-time to ensure the strategies we recommend are among the best in the field, means you can rest-assured your financial security is in good hands.
Financial Services

2006

Personetics, the Cognitive Banking Platform, is a pioneer in transforming how banks build and monetize customer relationships. Its AI-powered platform enables banks to respond dynamically to customers’ evolving financial needs by providing relevant and timely insights that encourage customers to make smarter financial decisions to reach their financial goals. This needs-based approach to product sales enhances customer engagement, resulting in increased loyalty. Serving leading financial institutions across 35 global markets, Personetics supports 150 million active monthly users. For more information, visit https://personetics.com
Financial Services

2011

Momentum Global Investment Management Limited is a global investment manager, established in the UK in 1998. We focus on designing, building and managing outcome-based investment strategies which are delivered through single and multi-asset portfolios and tailored client solutions. We work closely with our institutional and adviser partners in the UK and Europe, Asia, the Middle East, South America and South Africa in order to manage solutions that meet the needs of our clients. The firm is a wholly owned subsidiary of Momentum Group Limited, a large South African insurance and investment business listed on the Johannesburg Stock Exchange. Over the past decade we have expanded our range of solutions across a number of geographic markets, giving clients the benefit of our outcome-based investment approach. We have had significant success in growing our client base by working in close partnership with financial advisers and wealth managers and we now have relationships in six of the world’s seven continents. Alongside a wide range of bespoke solutions, our core investment solutions include: • Momentum Diversified Funds • Momentum Managed Solutions • Harmony Portfolios • Curate Investments • Momentum Africa Solutions • Momentum Global Equity Fund • Momentum Global Fixed Income Fund Momentum Global Investment Management is not responsible for the content of external sites. Your capital is at risk.
Financial Services

1998

THE GO-TO ALTERNATIVE LENDER OF CHOICE FOR SMEs Shard Credit Partners is an innovative provider of alternative finance to small and medium-sized enterprises (SMEs) operating in the UK lower mid-market and internationally in the case of trade finance solutions. With traditional bank lenders balance sheets constrained as a result of increasing regulatory capital requirements, Shard Credit Partners fills the funding gap through its direct lending fund and trade finance strategy. This matches the income needs and longer term liability profiles of institutional investors such as insurance companies and pension funds with the funding requirements of the UK SME sector. It boasts a professional track record stretching over 140 years of sourcing, originating, executing and then managing loans worth a combined total of £70 billion-equivalent across the UK/Europe and the US.
Financial Services

2014

List of Financial Services companies in All locations

Company Name

Location

Category

Employees

Email

Accuracy

Website

Surfers Paradise, Australia

Finance and Banking
Finance and Banking

20-30

info@betterchoice.com.au

http://www.betterchoice.com.au

Racine, United States (US)

Finance and Banking
Finance and Banking

1000-5000

info@johnsonfinancialgroup.com

http://www.johnsonfinancialgroup.com

Zürich, Switzerland

Finance and Banking
Finance and Banking

10-20

office@ameliorawealth.com

https://www.ameliorawealth.com/en

London, United Kingdom (UK)

Finance and Banking
Finance and Banking

500-1000

hello@tradingview.com

http://www.tradingview.com

Singapore, Singapore

Finance and Banking
Finance and Banking

100-150

info@alphastream.ai

https://www.alphastream.ai/

London, United Kingdom (UK)

Finance and Banking
Finance and Banking

50-100

info@tellimer.com

https://tellimer.com

Belfast, United Kingdom (UK)

Finance and Banking
Finance and Banking

10-20

info@whiterockcp.co.uk

http://www.whiterockfinance.co.uk

Newton, United States (US)

Finance and Banking
Finance and Banking

2-10

info@cherrytree-group.com

https://www.cherrytree-group.com/

Dresher, United States (US)

Finance and Banking
Finance and Banking

5000+

info@ascensus.com

http://www.ascensus.com/

London, United Kingdom (UK)

Finance and Banking
Finance and Banking

2-10

info@edengrail.co.uk

http://www.edengrail.co.uk

Bedford, United Kingdom (UK)

Finance and Banking
Finance and Banking

10-20

info@moneyalive.co.uk

https://www.moneyalive.co.uk/

North Liberty, United States (US)

Finance and Banking
Finance and Banking

500-1000

mac@GreenState.org

http://www.greenstatecu.org

Chelmsford, United Kingdom (UK)

Finance and Banking
Finance and Banking

2-10

enquiry@mortgagebusiness.net

http://www.mortgagebusiness.net

Southampton, United Kingdom (UK)

Finance and Banking
Finance and Banking

50-100

info@themortgagehut.co.uk

http://www.themortgagehut.co.uk

London, United Kingdom (UK)

Finance and Banking
Finance and Banking

10-20

hello@p10financial.com

https://p10financial.com/

San Diego, United States (US)

Finance and Banking
Finance and Banking

100-150

info@purefinancial.com

https://www.purefinancial.com

6th of October, Egypt

Finance and Banking
Finance and Banking

1000-5000

info@efinanceinvestment.com

https://www.efinanceinvestment.com/

Bolton, Greater Manchester, United Kingdom (UK)

Finance and Banking
Finance and Banking

2-10

info@independentbusinessfinance.co.uk

http://www.independentbusinessfinance.co.uk

London, United Kingdom (UK)

Finance and Banking
Finance and Banking

500-1000

info@newtonim.com

https://www.newtonim.com

San Diego, United States (US)

Finance and Banking
Finance and Banking

10-20

support@financialfitnessgroup.com

http://www.financialfitnessgroup.com

Plano, United States (US)

Finance and Banking
Finance and Banking

2-10

info@jadenterprises.org

http://www.jadenterprises.org

3rd Floor, No 180, Bauddhaloka Mawatha, Colombo 04. , Sri Lanka

Finance and Banking
Finance and Banking

10-20

sfam.info@senfin.com

http://www.senfinassetmanagement.com/

London, United Kingdom (UK)

Finance and Banking
Finance and Banking

2-10

info@propertyfinancegroup.com

http://www.propertyfinancegroup.com

Boston, United States (US)

Finance and Banking
Finance and Banking

200-500

info@berkshirepartners.com

http://www.berkshirepartners.com

London, United Kingdom (UK)

Finance and Banking
Finance and Banking

10-20

info@originmarkets.com

https://originmarkets.com

Wolverhampton, United Kingdom (UK)

Finance and Banking
Finance and Banking

2-10

info@autonomywealth.com

http://www.autonomywealth.com

Newcastle upon Tyne, United Kingdom (UK)

Finance and Banking
Finance and Banking

2-10

info@finance55.co.uk

http://www.finance55.co.uk

Sheung Wan, Hong Kong

Finance and Banking
Finance and Banking

50-100

info@businessclassgroup.com

http://www.businessclassgroup.com

Cyprus, Cyprus

Finance and Banking
Finance and Banking

50-100

info@oneworldweb.net

http://www.oneworldweb.net

Nairobi, Kenya

Finance and Banking
Finance and Banking

10-20

info@goldedge.co.ke

https://goldedge.co.ke/

Hong Kong, Hong Kong

Finance and Banking
Finance and Banking

20-30

support@gugu.fund

https://www.gugu.fund/

London, United Kingdom (UK)

Finance and Banking
Finance and Banking

500-1000

info@Engagepay.co.uk

http://www.Engagepay.co.uk

CAMBRIDGE, United Kingdom (UK)

Finance and Banking
Finance and Banking

10-20

enquiries@dartingtonwealth.co.uk

https://dartingtonwealth.co.uk

Nairobi, Kenya

Finance and Banking
Finance and Banking

100-150

info@edenbridgecapital.co.ke

http://edenbridgecapital.co.ke

Bethesda, United States (US)

Finance and Banking
Finance and Banking

2-10

sales@perryentinc.com

https://perryentinc.com

Stockholm, Sweden

Finance and Banking
Finance and Banking

100-150

info@eastcapital.group

http://www.eastcapital.group

Maitland, United States (US)

Finance and Banking
Finance and Banking

1000-5000

info@digitalrisk.com

https://digitalrisk.mphasis.com/

STAFFORD, United Kingdom (UK)

Finance and Banking
Finance and Banking

10-20

info@principlewealthsolutions.co.uk

http://www.principlewealthsolutions.co.uk/

Adelaide, Australia

Finance and Banking
Finance and Banking

20-30

info@argoinvestments.com.au

http://www.argoinvestments.com.au

Salina, United States (US)

Finance and Banking
Finance and Banking

10-20

info@srhfunds.com

https://srhfunds.com/

Indianapolis, United States (US)

Finance and Banking
Finance and Banking

10-20

info@proteuscapital.us

http://www.proteuscapital.us

London, United States (US)

Finance and Banking
Finance and Banking

500-1000

info@cls-group.com

http://www.cls-group.com

Waterlooville, United Kingdom (UK)

Finance and Banking
Finance and Banking

2-10

info@cldpltd.com

http://www.cldpltd.com

Antelias , Lebanon

Finance and Banking
Finance and Banking

1000-5000

INFO@AJA-GROUP.COM

http://WWW.AJA-GROUP.COM

London, United Kingdom (UK)

Finance and Banking
Finance and Banking

2-10

hello@esdgaccountancy.com

http://www.autuswealth.co.uk

Hedge End, United Kingdom (UK)

Finance and Banking
Finance and Banking

10-20

info@choicemortgagesolutions.com

http://choicemortgagesolutions.com/

GLADSTONE CENTRAL, Australia

Finance and Banking
Finance and Banking

2-10

info@personalwealthsolutions.com.au

https://www.personalwealthsolutions.com.au

New York, United States (US)

Finance and Banking
Finance and Banking

200-500

info@personetics.com

https://personetics.com

London, United Kingdom (UK)

Finance and Banking
Finance and Banking

50-100

DistributionServices@momentum.co.uk

http://www.momentum.co.uk

London, United Kingdom (UK)

Finance and Banking
Finance and Banking

2-10

info@shardcreditpartners.com

https://www.shardcreditpartners.com

50/12,852 results

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