Personal Finance

Explore 3,705 companies in Personal Finance

We believe in crafting customized strategies that give you confidence in your future. Our plan is to cater to your needs through education and unparalleled personal service, dedicated to your financial freedom, with strategies that aim to provide security during economic uncertainty. With over 100


We are a company focused on providing high-quality Estate Plans. Proper planning keeps our families out of probate and in most cases keeps them from fighting.  Service and customer satisfaction is our goal - we will do everything we can to meet your expectations. Many people believe that a simple


Wood Capital Finance Ltd was incorporated in 1992 as the financial services company. Wood Capital commenced business as a comprehensive financial services provider offering Home Loans, Loan Against Property, SME loans and a variety of other financial services to customers. WCFL is primarily focused


We are a Fintech Company committed to promoting financial literacy and empowering individuals to make informed decisions. Our mobile and web application allows users to track their investments. With a team of investors, financial analysts, and instructors, we conduct training workshops and education


Growing, together. 21 Minnesota Locations to serve your financial needs. Member FDIC. Equal Housing Lender. NMLSR ID#415819 Our success is made possible by the quality of our personal and business relationships. The products and services we offer are more effective by the relationships we build. We


In 1983, Bruce Gendelman established his agency with a unique perspective: “The client’s interests are paramount.” The agency has a staff of over 55 professionals, who serve the needs of its clients with risk exposures in the United States and overseas. The agency’s success is built upon a proud


Home Loan Experts has been a trusted expert for individuals and families with unique mortgage needs for more than 15 years. We’ve settled over $7 billion in home loans, making us one of Australia’s largest brokerages. Our brokers will ensure that you have expert guidance throughout your home loan


We created Cooper & Adel Financial for one reason: we believe that financial products and financial planning should be part of a solid, comprehensive legal plan. So often, financial products are sold in isolation. They are sold on cost or by benefits of a product alone, not looking at the bigger


Watermark Bank

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Watermark Bank is a boutique bank where the primary focus is you. We pledge to provide you with exceptional concierge service and tailored financial solutions to help your business prosper. We are locally owned and FDIC insured. Our Mission? Simple. To build the best business bank in Oklahoma by d


Jarislowsky, Fraser Limitée est l'une des principales firmes de gestion de placements au Canada. Fondée en 1955 comme une boutique de recherche, Jarislowsky Fraser gère aujourd'hui les portefeuilles de fonds de pension, de fondations et de dotation, de peuples autochtones, de sociétés et de particul


We are personal injury attorneys located in the states of Washington and Idaho. Our core principles are Trust, Communication and Service. We believe that everyone should be treated fairly and receive great customer service.


Empower Wealth

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Empower Wealth Advisory is a multi-award-winning, nationally recognised whole of wealth professional services business operating Australia wide. With professionally qualified specialist within the fields of Residential Property Advisory, Tax and Personal Accounting, Mortgage Broking, Financial Plan


Tri O Tech

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At TrioTech, we strive to enable and build digital payments for everyone in India. We envision a cashless India, where every citizen is financially aware and independent. We aim to utilise our PPI to issue safer, faster, unified wallets and payment solutions.


Chase de Vere

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At Chase de Vere, we believe the only worthwhile advice is independent advice. This is because it allows us to research the variety of sources, and recommend the solutions and products that best suit your needs – creating a far stronger result. The freedom to advise objectively • We are free t


GRT Financial, Inc. is a licensed debt settlement company focused on providing cost-effective representation to clients seeking to negotiate the reduction of unsecured debt.


Elston

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Elston is one of the largest privately owned and operated financial services companies in Australia, currently managing over $7 billion dollars in assets, making us one of Australia’s largest providers of Managed Account Solutions. We are focused on delivering conservative investment solutions to h


TIP Group (ASX: TIP) is an ASX-listed financial institution focussed on transferring knowledge and wealth between generations. TIP aims to be the financial institution of choice for first generation wealth, linking the knowledge and capital accumulated over their careers with the next generation of


Jupiter Wealth Advisors Limited is one of the leading independent wealth managers headquartered in Dubai International Financial Centre (“DIFC”), regulated by the Dubai Financial Services Authority (“DFSA”). We offer our clients a comprehensive range of services and bespoke solutions in the areas o


As a cornerstone of the Cumbrian landscape for over 170 years The Cumberland is one of the region’s most familiar and trusted businesses. We’re here to make a positive difference in the lives of our customers, communities and people. Our business is to help people realise and achieve their financial


💼 Experts in Employment Law & Personal Injury 🛡️ Defending Rights, Empowering Justice 🏆 $100M+ won


Founded in 1966, Precision Financial Services is a New Jersey-based Financial Services firm, assisting individuals, businesses and entities with Financial Planning, Investment Management, and Insurance needs.


Junte-se à Ável, uma assessoria credenciada à XP Investimentos, e faça parte de algo transformador!! Nosso propósito é empoderar pessoas a assumirem o controle de suas vidas financeiras. Acreditamos que ninguém é melhor do que cada um para cuidar do seu próprio dinheiro, mas sabemos que, às vezes,


Abacus Global Management (NASDAQ: ABL) is a leading financial services company specializing in alternative asset management, data-driven wealth solutions, technology innovations, and institutional services. With a focus on longevity-based assets and personalized financial planning, Abacus leverages


Since 2009, our teams of independent Wealth Planners have delivered high-quality advice to thousands of clients throughout the UK. We are committed to forming long-lasting relationships with our clients to help them achieve more with their money. Our clients are at the heart of everything we do and


Evergreen Wealth

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We’re hard at work creating a wealth management platform that will give you a simple way to grow and manage all of your money in one place in real time. Evergreen Wealth Corporation is a fintech, not a bank. Banking services provided by Coastal Community Bank, Member FDIC. Investment advisory serv


Vallibel Finance

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Registered Finance Company Licensed by the Monitory Board of the Central bank of Sri Lanka Company Registration No PQ 526 When Rupee Finance was acquired by the powerful Vallibel Group in 2005, we were virtually unknown. Re-branded as Vallibel Finance and backed by the prestige of our parent holdin


At StrongHold Wealth Partners, we look at finance and investment strategies differently. We fortify finances and strategize so that your clients can retire properly and feel confident in the legacy that you have built. Fortifying their legacy is personal to us. We are a competitive, innovative, forw


High Probability Advisors provides investment solutions to a wide variety of clients who need effective, efficient stewardship of their long-term assets. Our typical clients are high net worth individuals, multi-generational families, not-for-profit endowments/foundations, businesses and retirement


Concurrent

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Concurrent is a hands-on, consultative partner that empowers advisors with the independence, control, and flexibility they need to better care for their clients. We provide the foundation to launch an independent business, ongoing scale, resources to allow advisors to focus on the best use of their


Bullla

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Nossas soluções são diversas e abrangentes, feitas de gente pra gente. Se o seu momento precisa de dinheiro, aqui no Bullla você escolhe ser um bom pagador e ter acesso ao nosso empréstimo pessoal. Possuímos um sistema transparente e acessível, com negociações diretas que permitem taxas reduzidas.


Alpine Gold Exchange services the United Precious Metals Association and Goldback Inc. We offer the most liquid precious metals accounts, IRA services, and support using precious metals as money.


Moneyfacts Group is the UK's leading provider of retail financial product data. Moneyfacts'​ dedicated research teams constantly monitor all the thousands of mortgage, savings, credit card, personal loan, business banking, life, pension and investment products available in the UK. Moneyfacts' Data


Operating since 2000, Astute has established itself as a highly respected financial services aggregator and dealer group with a membership base comprising more than 500 finance, insurance and financial planning specialists. We are committed to innovation in the financial services industry and are p


Global reach Since our inception in London 93 years ago, we’ve consistently proven our ability to grow people’s wealth. Today we have operations in 28 countries, service 5 million retail clients and manage more than R8 trillion in assets. M&G Investments Southern Africa (M&G SA) is part of M&G plc,


Sivia Capital

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Sivia Capital is a multi-family office that provides entrepreneurs, business owners and high net worth families with a unique and superior approach to asset management and wealth advisory services. From startup to exit to generational transitions, our mission is to support our clients every step of


With wealth comes a host of new challenges and complexities. Highland specializes in providing financial counsel to help our clients live fully by finding clarity, reducing complexity, and living inspired lives doing what they love. Hightower Advisors, LLC is an SEC registered investment adviser.


Community Bank

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For over 120 years, Community Bank partners with individuals, businesses, and communities to realize their dreams, protect their financial futures and improve their lives.


Fold

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We are making personal finance simple, easy and delightful ✨


EdgeRock is an independent wealth management firm headquartered in Denver, CO. Since 2009 they've served the Rocky Mountain region and beyond, specializing in advanced portfolio strategies and tax planning for high-net-worth families and entrepreneurs. Contact Us: www.edgerockwealth.com *** This


Triffin

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Intelligent finance tools for founders and finance teams


Rabbit Care

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Rabbit Care is Southeast Asia's leading online insurance (InsurTech) and financial product (FinTech) comparison platform, serving customers across Thailand, Vietnam, and Singapore. Supported by a global consortium of investors, including international VC/PE investors and multinational corporations c


Rivia Health

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Rivia Health brings easeful efficiency to healthcare patient payments. We work with healthcare provider organizations to complement their revenue cycle operations and get them paid more while doing less. Rivia Health alleviates staff overwhelm by reducing manual tasks related to outstanding patien


rupyy

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rupyy provides a wide range of financial products such as New car loans, Used car loans, Two-wheeler loans, Personal loans, loans against cars, etc.


At AGS Financial Group, we are committed to helping individuals and small businesses achieve financial success. As trusted financial advisors, accountants and mortgage brokers, we offer a full range of services including retirement planning, superannuation, investment advice, estate planning, proper


Oxford Bank

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Oxford Bank is a commercial bank offering personal and business banking services. Oxford Bank is a division of Oxford Bank Corporation, a bank holding company. It has full-service offices in Clarkston, Davison, Dryden, Lake Orion, Oakland Township, Ortonville, and Oxford.


The Broker Group

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Since 2004, our founders have been helping people take control of their financial futures — empowering clients to build wealth and agents to own their future. Our nationwide team is passionate about making financial literacy simple, accessible, and life-changing for individuals, families, and busine


Led by Co-founders and Private Wealth Advisors, Joe Guin and Tim Hender, Compass Financial Partners is a boutique wealth management firm specializing in sophisticated financial planning and generational wealth management. Each client receives a personalized financial plan based on their core values


The banking app for creators and entrepreneurs.


Finanzdienstleistungen, Investment, Versicherungen, Betriebliche Altersvorsorge, Private Krankenversicherungen, Finanzoptimierung, Depotcheck, Vermögensaufbau, Financial Planning, Financial Consulting


Tribevest

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Tribevest is OS & banking platform for Investor Groups