Personal Finance

The new AI first operating model for financial advisers: Afternoon Intelligence. Automating data collection, administration and analysis. Cutting the time required from 3 hours to 3 minutes, reducing costs and risks, increasing the number of clients each advisor can manage and increasing profitabi

At HOMESOLVE FUNDING LLC, we simplify financing with a client-first approach. As a premier loan brokerage, we specialize in connecting individuals and businesses to tailored commercial and residential loan solutions through our network of trusted lenders. Our mission is to deliver seamless, stress-f

Democratizing Investment Intelligence for Modern Investors AssetWorks is building the neural network for global investment intelligence. We believe that intelligence, not privilege, should determine investment success. The Problem We Solve: Today's investors juggle 8+ platforms, spend 45+ minutes

Your unique vision, our collaborative approach. Our team of experienced financial professionals will work with you to delve deep into your financial history and your future goals. Through a collaborative, one-on-one relationship and a concise process, your financial professionals will help you reali

Genesis Gold Group is a faith-driven company dedicated to helping individuals secure their financial future through the power of precious metals. Specializing in Gold and Silver IRAs, we offer expert guidance to those looking to diversify their portfolios, hedge against economic uncertainty, and saf

Family Office e Gestora independente

Welcome to the Meier Law Firm At the Meier Law Firm, we understand how overwhelming it can feel to plan for life’s “what-ifs” or navigate the challenges of losing a loved one. If you’re unsure where to begin or who to trust, you’re not alone—and we’re here to guide you. Families like yours come to

At PT Sahabat Mikro Fintek, we are a leading Peer-to-Peer financial technology platform, licensed and monitored by the Otoritas Jasa Keuangan. We leverage cutting-edge technology to provide innovative financial solutions for society. Our Vision: To be a transformative force in the fintech landscape

Nós acreditamos que Bitcoin é muito mais do que um ativo especulativo. Nosso propósito é construir ferramentas que permitam com que qualquer pessoa possa usufruir dessa tecnologia e melhorar a sua vida financeira. Juntos, nós podemos ajudar todos os brasileiros a aprender sobre Bitcoin, economia, in

Connecting all facets of your financial life to reach your goals can be complex. Working with family office, wealth management, and investment professionals to help improve your financial landscape and prepare for the future can make a real difference in outcomes. At Versant Capital Management, we h

Advisor Outreach partners with one of the 3 largest Consulting & Recruiting firms in the financial services space. Our team speaks with over 700 Financial Advisors a month, and is the initial spark that leads to an average of 30 Advisors a month changing their broker-dealer affiliation. Our team i

At Spark Financial Group, we have been helping our Advisors create their legacy since 2018. With our support, they have been able to harness their passion and Spark to make a difference to their own lives and to those that they love. Our journey has culminated in Spark becoming a social business and

Know your usable bank balance. As someone keeping an eye on your businesses' cashflow and worrying about what you still need to pay in the future, it's hard to know where you're at right now. We keep track of any unpaid tax in real-time. Let us keep you up to date on your bank accounts' usable bal

A wealth management platform that empowers family offices, wealth managers, and brokers to streamline operations, enhance decision-making, and deliver exceptional client service. Reluna consolidates data, automates workflows, and provides real-time insights, saving time and optimizing costs. We fos

Carrick Wealth are leaders in offshore wealth and capital management. The Carrick Wealth seal carries with it the principles of trust, professionalism and partnership. We offer independent financial advice to a diverse range of highly successful individuals, and a comprehensive spectrum of the fin

Advize est une FinTech de référence dans la digitalisation des métiers de la distribution de produits d’épargne et du conseil aux particuliers. Nos outils et solutions couvrent toutes les étapes de la relation avec l’épargnant, de l’entrée en relation jusqu’à l’exécution et le suivi des conseils,

The Princeps Credit Systems Limited is a subsidiary of Princeps Holdings Limited. Today, it is positioned to become Africa’s foremost provider in consumer financial services, with one of its product being Creditwallet, a brand with a vision to make borrowing experience stress-free for every salar

At WBS, our purpose is to help our community prosper. We do this with personalised lending and investing services, by offering great rates, and by giving back to the community through local WBS sponsorships and through grants from the WBS Charitable Trust. We’re like a bank but we’re not a bank. Ou

TLCengine provides a modern experience for millennial home buyers to search, tour, offer, finance, acquire, and insure residential real estate. Leveraging proprietary AI technology, TLCengine allows home buyers to quickly find affordable homes based on their financial circumstances, desired commute,

Heritage Amanah a Wealth Advisory company based in Jakarta - licensed by OJK (Otoritas Jasa Keuangan) in Indonesia

Nectar was established to deliver a fresh, honest, customer-focused approach to mortgage broking. We are Australia’s fastest growing mortgage broking company and now have brokers operating across all regions. We're constantly on the lookout for talented brokers to join our team. Our ambition is t

We create innovative technology for better financial futures

In 1999 besluit KBC Securities, het beurshuis van KBC groep, om haar jarenlange ervaring en expertise op het vlak van effectenhandel en aandelen research via het internet aan particuliere cliënten aan te bieden. Bolero is geboren! In de jaren nadien groeit Bolero uit tot een krachtig en gebruiksvri

mPWR is a mobile-first fintech platform that empowers individuals by combining smartphone access with embedded financial services, insurance, and digital lifestyle tools. We are focused on making financial inclusion a reality for underserved communities by enabling access to credit, device protecti

BetrLink LLC is a Dedicated Account Provider for consumers enrolled in a debt relief program. BetrLink facilitates the movement and transfer of funds on behalf of consumers. Allows consumers to deposit, monitor, and retain control of funds throughout the debt relief journey. State specific: The

We work with tech professionals and entrepreneurs as a financial coach and confidant, helping you grow your wealth. You only have so much to invest: money, time, energy, and skill. Let us help you maximize your investment in growing your wealth. Tax planning, stock compensation analysis, investme

Samen, gepassioneerd, professioneel, ondernemend, integer. Deze waarden zijn de pijlers waarop Nagelmackers bouwt. Als specialist in vermogensopbouw, -beheer en -bescherming, vertaalt zich dat naar integer ondernemerschap, een sterke focus op onze cliënten en innovatieve oplossingen. Niet alleen n

Established in 1904. Reimagined in 2020. Member FDIC

Stop losing interest on your cash deposits! Balance helps companies earn market rates across all banks and all accounts. Whether you work with the largest national banks or the smallest community banks, we can help you seamlessly put your money to work.

Building the world's first programmable bank

100% women owned wealth management firm specializing in helping families and business owners navigate the complexities of life's financial decisions. We are Your Partners in Prosperity. Securities offered through LPL Financial, member FINRA/SIPC. www.finra.org and www.sipc.org. Investment advice of

Getting to the heart of a business’ financial value is what BizWorth does incredibly well. We’ve been doing valuations for years, and we recognized early on that there was a need for a better way to provide business valuations. Our vision is to be the most trusted and recognizable provider of busin

At Ayan, we make it easy for PHV drivers to access Halal car financing tailored to their needs. With Ayan Pay, you can benefit from 0% interest payment plans for car repairs, home improvements, and other services, spread over up to 12 months. Our mission is to provide fair, transparent, and ethical

نرتب لك أرقامك المالية والمحاسبية ونساعدك على التعرف على وضع منشأتك المالي بدقة وسهولة نزود كافة الشركات بنفس المعرفة المحاسبية ، والرؤى المالية ، والأدوات التقنية التي لا تكون متاحة إلا للشركات العملاقة ذات الفرق المحاسبية المعقدة

We provide sensible financial advice aligned to your personal values and are experts in sustainable and impact investing. Investing with Path provides a focus on your personal circumstances, your principles, and the global issues most important to you. We are authorised and regulated by the Finan

Borga is the ultimate remittance app created exclusively for individuals in the UK to effortlessly pay for services back home in Africa. Whether it is paying merchants for your construction project, utility bills or providing financial assistance to family and friends, Borga has got you covered! Joi

At Russell & Hill, PLLC, our lawyers focus on personal injury, criminal defense, and Social Security Disability Insurance (SSDI/SSI) claims and appeals. We have helped hundreds of people in the region resolve legal matters involving auto accidents, traffic violations and SSDI/SSI claims and appeals.

At Scheherazade Hasan Wealth Coaching, we help women navigate money with clarity, confidence, and calm—through all of life’s transitions. Founded by Canadian-certified financial coach Scheherazade Hasan (QAFP®, CIM®), our practice blends financial planning with values-based coaching. We support wom

Souhoola is a financial services company offering consumer finance and installment products to diverse customers whether they are banked or non-banked. The company offers point-of-origination, instantaneous installment and personal loan approval, utilizing state-of-the-art technology solutions to a

Harvest Associates is a company of Independent Financial Advisers offering bespoke financial advice to individuals and businesses.

A rising tide lifts all boats. Our commitment to the highest standard of performance creates an elevated quality of life. Elevate Financial Planning and Wealth Management is a comprehensive planning firm focusing on providing value to clients through financial service. We seek to understand client

The Financial Architecture Experience™ As a result of the work we do, our clients are empowered with a lifelong framework for making the most efficient and effective financial decisions. Our goal is to help them achieve maximum results while minimizing risks. Working closely with a Financial Arch

Only 1 in 5 Canadians have a retirement plan. Do you? Navigating life’s most important financial decisions isn’t easy. You’re not alone. You need a trusted financial advisor dedicated to your success. In 2014, Impact Wealth was born from authenticity and experience to offer a different approach to

Venturi was founded with the vision of helping our clients better navigate the complexities and opportunities of significant wealth. As an independent, fee-only wealth management firm, we are proudly committed to delivering unbiased advice that serves our clients' best interests, not ours. Our tea

Christian Reuter, Scott Robinson, and Michael Capeder are financial advisors with, and securities and advisory services are offered through, LPL Financial, a registered investment advisor. Member FINRA & SIPC. James Scott Robinson, Financial Advisor, CA Insurance License #0A74519. Third-party posts

Groupe Vaillance Conseil est un cabinet de gestion de patrimoine haut de gamme situé dans le quartier des Champs Élysées. Spécialisé dans la retraite, défiscalisation, prévoyance et assurance vie, nous accompagnons les travailleurs non salariés, professions libérales, artisans et commerçants dans

Great Diamond Partners is a registered independent wealth management firm, committed to serving sophisticated clients and their families. Our team focuses on their financial and lifestyle needs, including the preservation, growth, protection and transfer of their wealth. Integral to our planning ser

SuperFi enables bill providers to help their customers to stay on top of their bills and out of problem debt. Improving customer outcomes whilst reducing costs and arrears for our partners.

Vision Group of Companies was established in 2000 with only 3 staff members at the time. Over the years, our brokerage has grown to be an award winning organization with over 30 employees. Our offices are located in the beautiful Tyger Waterfront in Bellville. Over time many things have changed, but

Alts Digital is an online media and technology company that stands at the forefront of creating innovative products and communities. We are on a mission to connect high-intent users with the best information, empowering them to make informed decisions. Annually engaging with +5M individuals in the