Personal Finance

Explore 3,706 companies in Personal Finance

Comprehensive financial planning firm focused on providing best in class service to our clients and a forward thinking work environment for our Advisors.


Pin Oak Investment Advisors, Inc. is a wealth management firm that emphasizes capital preservation. We put our clients goals first, helping them to maintain their nest egg while growing it.


Sustainable Life Solutions is a technology driven general advice solution for advisers who thrive on empowering their customers to make informed financial decisions. Our platform is fully compliant with industry regulations and we use automation to record and deliver information in a cost effective,


Column Tax

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Column Tax is a platform enabling mobile banks and Fintech companies to offer top tier tax features to their end users.


We specialize in bridge financing and private lending to help home buyers, entrepreneurs and investors achieve their goals to grow, scale or transition into or out of their home, businesses and investments.


Legacy is a fee only, independent registered investment advisor that provides prudent investment advisory services to individuals, 401k plans, trusts, foundations, and businesses. We believe financial markets are efficient, risk and return are related, and diversification and discipline are the k


Private pension fund administration. Administrators for the Benchmark Retirement Fund.


At CFS Finance our goal is to provide car dealers and car buyers with fast, flexible and friendly car finance options. We live by our company’s philosophy, to always ’treat people how we want to be treated’. That means being helpful, open and honest when it comes to organising car finance for peopl


Shadforth is a highly awarded wealth management and advisory firm specialising in the provision of implemented advice, and service to private clients and organisations throughout regional and mainland Australia. Our collective heritage dates back to 1924 with the establishment of Shadforths Limit


NOVACARD

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En NOVACARD estamos redefiniendo la forma en que las personas usan su crédito. Somos la primera tarjeta de crédito en México sin intereses ni anualidad, diseñada para simplificar tus finanzas y darte el control total desde tu app. Con NOVACARD, puedes obtener hasta $200,000 de crédito, pagar solo


Cashku

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Cashku is a digital financial planning app owned by Advisonomics. We focus on end-to-end solutions, we don't just give a financial plan, we help you execute it.


Burling Wealth Partners is an independent wealth management firm. We combine sophisticated expertise, personalized service, and highly tailored solutions to navigate both simple and complex life and financial decisions. We are committed to our role as Fiduciary Advisors — guided by the principle th


Vennre

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Vennre is a digital wealth management platform for exclusive private market investments, specializing in carefully curated opportunities from leading global managers. Our mission is to enable a wider range of HENRYs (High-Earners-Not-Rich-Yet) to explore private market investments with confidence an


Maxvalue Credits and Investments Ltd. is one of the best Non Banking Financial Company based in Thrissur, Kerala having branches in all over the Kerala. Maxvalue begun as a gear financing organization and has surged ahead as a total financial services provider offering a wide range of services like


Finance built for humans by humans. Our friendly humans have been putting conversation before credit scores since 1999, helping thousands of people get moving, by listening to their stories and understanding their lives. So when it comes to finance, we see more than your score. Talk to us about cars


Clermont Trust

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Clermont provides bespoke wealth solutions for families, investors, institutions and entrepreneurs. Founded in 1996, we are independent and relationship-focused, working with clients across more than 20 countries. Our approach is different. Rather than simply presenting the available options, we


First Water

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First Water seeks to identify value in the Indian Stock Market


At Robbins Financial, we approach things a bit differently. Our team is committed to making the planning process fun and effortless while giving you the tips and tools you'll need to help arrive at the financial future you envision for yourself and your family.


Henri

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Henri is your personal financial guide, designed to help you achieve financial fitness with the right tools, knowledge, and insights. We believe that financial well-being should be accessible to everyone, and that’s why Henri combines smart banking solutions with bite-sized, gamified learning. From


Pano

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Pano helps financial advisers of all sizes to generate fully-branded, compliant and personalized client documents in under 5 minutes and at 50% less cost compared to traditional paraplanning teams. Our cutting-edge AI technology automates the report writing process at scale: from ISA and Pensions su


N3XT

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Liberating money


Drutoloan provides instant and interest free Digital Nano Loans to nano entrepreneurs at the time of emergencies or sudden business opportunities through Mobile Application using AI to accelerate the lending process taking data as collateral.


Dolpheen is the leading provider of debt solutions for the people in Indonesia! We help them to decrease their debts with our debt mediation services and educate them being financially responsible. We are developing a fully automated AI platform to offer complex solution and services for our clien


Sky Key

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We save you money when your flights drop after booking.


Start your journey to Borderless Banking #SpeedBanking #ConvenientBanking Savings, Loans and Investments


Guiding you to a purposeful life by uncovering your aspirations while building and safeguarding generational wealth through financial education and empowerment. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer member FINRA/SIPC. Advisory


Dash Investments

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Dash Investments is a privately-owned, independent investment advisory firm, managing private client accounts for individuals and families across America. As a Registered Investment Advisor (RIA) firm with the SEC, we are fiduciaries who put our clients’ interests ahead of everything else. We offer


YEAZ!

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Bij YEAZ! draait het om jou en je groei. Of je nu een marketingcampagne wilt starten, nieuwe apparatuur nodig hebt of personeel wilt aannemen, wij bieden een flexibel doorlopend krediet tot €50.000. Jij bepaalt hoeveel je opneemt en wanneer en óf je aflost, helemaal boetevrij. En de rente? Die betaa


BrightRockZA

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BrightRock's needs-matched financial services products can precisely match your needs, through every step of your personal money journey. We provide life insurance cover to individuals, as well as a funeral insurance offering for funeral businesses. When you think about your money, you’re actually


Fincity

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Fincity is India's first and only fully digital housing finance platform for both, consumers, and banking and financial institutions alike. With state-of-art technology enabling security and irreversible ecryption methods, we provide online processing of the entire lending lifecycle—from checking co


Paradigm Mortgage Services, Inc. is an independent mortgage brokerage firm in Bethesda, Maryland. NMLS ID # 205094 (www.nmlsconsumeraccess.org) Founded in 1991, We are celebrating 29 years of service this year, making our company one of Maryland's most experienced and trusted mortgage experts.


As a co-operative financial institution with more than 60 years of history, Bow Valley Credit Union is helping you achieve your goals, supporting businesses to create a thriving local economy and contributing to strong and prosperous communities. We are proud that our foundation is built on the 7 C


Mogo Lithuania

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MOGO Lithuania is part of Eleving Group, which is an international FinTech company, operating in 14 countries in 3 continents.


At the end of the day, we just ourselves based on the impact we've had on our clients' lives, the milestones we've helped them reach and the relationships we've built. Money is a tool. Use it wisely. We invite you to Envision your Future. A financial plan can be the first step. Advisory services of


Bankeaz

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The First
Neo
Bank
focused
on
expats
on
a
global
scale. Expats face many obstacles, all because they aspire to a better life. Bankeaz aims to provide banking, financial and economic solutions to help them on their journey. We really intend to see our mission through to the end, because everyone’s i


Is your financial situation complex? Are you time-poor but want to invest for your future while ensuring your capital is working as hard as you? Our holistic financial planning services may be for you... Since our establishment in 1985, Alman Partners True Wealth have been leading, educating, and i


ASK Wealth Advisors Pvt Ltd is a company based out of Mumbai, Maharashtra, India.


JuanHand

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JuanHand is the fastest-growing online lending app in the Philippines. As the Filipino's legitimate and trusted financial partner, we are committed to promoting financial literacy, responsible borrowing, and empowering individuals to achieve their financial goals. With the lowest interest rates, eas


Our roots let us thrive. As People’s Micro Bank, we established ourselves as a bank for the people, nurturing financial freedom for all Papua New Guineans. As our country grows, so do we. We become something greater. National Banking Corporation is the bank for everyone. We stay proudly locally o


VIYONA - Fintech

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Empowering businesses and individuals, Viyona Fintech delivers innovative financial solutions for a seamless digital experience. With GraamPay and Viyona Pay, we provide secure, efficient, and scalable payment platforms designed to simplify transactions and enhance financial accessibility. Join us a


Did you know that only 28% of women globally feel confident about investing? We are here to change that! Our mission is to empower and inspire women, giving them tools to become independent and reach financial stability on their own. Give them a community where they feel safe to share and learn.


ARDEKO Asset Management Pvt Ltd is a SEBI Registered Portfolio Management Service (PMS) and Investment Advisor (RIA). Founded and led by Devam Modi, ARDEKO is backed by a young and driven team committed to delivering in-depth research and effective investment solutions. We began our journey in Apri


Our mission is to make a positive impact in the quality of your life by making your financial position as secure as possible, thereby increasing your peace of mind. We partner with you to develop a customized wealth management plan driven by your personal financial objectives and unique circumstance


We are an independent wealth management firm. Founded in 1988, AFS Financial Group is now HUB Investment Partners. Our team specializes in investment management and comprehensive financial planning for individuals and families.


CFA Society New York—formerly New York Society of Security Analysts (NYSSA)—is a financial services forum and provider of professional education and career development to Wall Street. Founded in 1937 by value investing pioneer Benjamin Graham, CFA Society New York is a not-for-profit corporation a


Our purpose is simple: to empower our clients with the clarity and confidence they need to achieve their financial goals and live fulfilling lives. We do this by forging strong, collaborative partnerships, listening intently to understand your unique aspirations, and providing objective, expert guid


DST Wealth Management if a full service financial planning firm helping clients with estate planning, investment advice, and tax engineering. We specialize in tax deferral on capital gains, asset protection, and provide access to top 3rd party money managers.


West Iowa Bank provides personal & business banking for Northwest Iowa with our friendly staff & five convenient locations.


Je zoekt geen accountant, je zoekt rendement. Je zoekt geen ondernemerscoach, je zoekt richting. Unlock Numlock en niets houdt je meer tegen. Wij helpen je een gezonde onderneming bouwen én je financiële toekomst zekerstellen. Zo zorgen we voor richting, rust en rendement. Richting Richting begint


Fisherman es una empresa que brinda asesoría financiera desde el 2009 y ha ayudado a transformar la vida de miles de personas y familias, ayudándolos a salir de deudas y obtener la libertad financiera. Nuestra misión es mejorar la calidad de vida de las personas a través de la educación financiera