Personal Finance

Explore 1,595 companies in Personal Finance

Hemington Wealth Management provides high net worth individuals and families with a broad range of wealth management services including portfolio management and all areas of financial planning. We are collaborative, accessible and responsive, making it easy for clients to work with our team. •We


Established in 1952, Buduchnist Credit Union serves 20,000 members throughout Ontario. BCU serves the personal, investment, commercial, and corporate needs of our members while remaining a leading community benefactor. Under the BCU Financial Group banner, we provide our members with financial serv


We're a full service mortgage banker with an experienced staff offering expertise in every area of mortgage lending...including purchase and refinance. We have access to a full range of mortgage sources and all of our lending specialists are dedicated to finding the right loan-with competitive rates


Main Street Wealth Management LLC, is a comprehensive financial services firm that is committed to helping you improve your long-term financial goals and work toward your future success. We have over 100 years combined experience in helping individuals, families, and small businesses plan for the


Emifast

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Unlock financial freedom with Emifast. We specialize in reducing taxes, smart investing, strategic wealth planning, and securing dual residencies. Tailored for entrepreneurs, investors, freelancers, and high-net-worth individuals, our dedicated team crafts personalized strategies beyond the ordinary


Payflip

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A web application for SMEs to strategically optimize their salary policy in a tax-friendly and personalized way


At Trove, we simplify the complex by being a smart, dedicated, and powerful partner for your family and financial life. We’re nimble, adaptable, and savvy – using data, technology, and transparency to uncover new ways to address your unique needs. As your trusted partner and independent advocate


The mission of Strategic View Advisors is to maximize the talents and passions of our team members for the benefit of our clients. We collaborate with our clients to understand their goals and develop innovative planning strategies to align their wealth with their values. We measure success by the t


Invezz

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Invezz makes investing easy and effortless for everyone. We help people make better investment decisions by providing simple-to-understand, unbiased information, tools and services. Generally, we offer news, market data and educational resources within the stocks, cryptocurrency, forex and commodit


Rocket Money

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Managing money is hard, but you don’t have to do it alone. Rocket Money empowers you to save more, spend less, see everything, and take back control of your financial life.


Wing

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Wing Financial (SEC-RIA) is using proprietary technology to bridge the vast inequality gap for the 95% of Americans who can’t access the personalized financial guidance exclusive to RIAs and family offices.


An Independent, Fiduciary, Registered Investment Advisory firm that specializes in building long-term financial plans with an emphasis on efficient investment management, proactive tax planning, and long-term income planning. Our mission is to better lives for our clients by helping them identify wh


LETUS Private Office is a real investment partner of families and entrepreneurs. The company offers wealth management services such as private banking for ultra-high net-worth clients and entrepreneurs. Long-term plans and individualized counsel are developed by LETUS Private Office with regard to a


Providing expert independent mortgage advice for everyone from first timers and re-mortgagers, to experienced buy to let landlord while building a long term client adviser relationship and working in your best interests.


Arimathea

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Arimathea is where investing without moral compromise meets sophisticated investment management. No longer must Catholics choose between our faith and finances. With our diversified, purpose-built allocations, you’ll own professionally managed portfolios without moral compromise.


The Hill Capital

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A The Hill Capital é um Agente Autônomo de Investimentos, credenciado pelo BTG Pactual, que busca trazer uma nova experiência de investimento financeiro para quem deseja proteger e expandir o seu patrimônio. Contamos com uma equipe de assessores especialistas em mercado financeiro e com um longo cu


Profile Bank

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Profile Bank dedicates itself to serving the needs of our surrounding communities. We offer a broad range of financial products and services while providing each customer with the highest level of personal service. Our efforts are focused on helping those within our area. The funds generated from sa


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The banking app for creators and entrepreneurs.


Kniru

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Meet Kniru - the Tireless AI-powered financial advisor that lives in your pocket! Kniru automatically figures out the things you care about and provides you with personalized and tailored financial advice. You can ask any financial question to Kniru.


Talon Wealth

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We believe that when it comes to planning your financial future, understanding your goals in life is fundamental to determining how we will get there. Whether you’re planning on growing your retirement assets or protecting them for your family, our team of professional financial planners will get


Potje

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Potje the app helps friends, families, and colleagues to easily and safely pool money together for any purpose. From an unforgettable holiday, a beautiful fundraising initiative, a sporty team outing, or a beautiful gift.


Qsalaryapp

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Quick salary is a cash solution that allows employees to enjoy their earned salary whenever they need it, in accordance between the company and the personnel. Having access digitally to monthly incomes, without waiting till the end of the month, is definitely a game changer in the corporate world!


SinComisiones

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Somos SinComisiones, el comparador de productos de consumo más honesto del mercado. En nuestra web encontrarás información sobre los mejores productos: cuentas bancarias, hipotecas, tarjetas, inversión o telefonía e internet. ¡ Visítanos en sincomisiones.org !


A Fresh Approach To Your Finances At Sanctuary, we’re here to help you take control of your money with clear, simple and solid financial solutions that will allow you to take control of your finances and make your money work for you and your future. Established in 2015, our aim at Sanctuary is 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


The team at Staircase have been providing long term wealth creation strategies to New Zealanders through the creation of long-term property investment portfolios, since 2001. We have helped thousands of kiwis on the road towards a secure financial future and we would love to help you too. No reti


IBI Investment House is the 4th largest institution in Israel which manages financial assets, such as hedge funds, private investments, pension plans etc. One of IBI's renowned services, operated by their subsidiary company Four Seasons Financial Planning, focuses on financial planning for large cor


For Recent Grads and Borrowers in Good Standing Comprehensive and personalized analysis of student loan portfolio to determine eligibility for consolidation, income-sensitive repayment, loan cancellation, and loan forgiveness Assistance in the completion of forms and applications for consolidation


"With Cloudvisor's DigitalAssociate solution, we can now deliver private banking level wealth management services at scale so we can profitably target everyday investors." DigitalAssociate is an algorithmically-driven next generation practice management solution providing human quality digital advi


GetAugie

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The Augie Credit Card assures that every monthly bill a consumer pays contributes to their credit reputation without the burden of debt. Created in 2021 by a group of payments, banking, and marketing professionals, GetAugie is a mission-driven organization set on revolutionizing how credit history


Tamuz Group - Financial Family Trust is an objective, conflict-free, independent company - which acts only in the best interest of its clients and provides smart creative solutions for its clients various needs. Tamuz Group's vast knowledge and experience advanced computerized monitoring, simulation


The Investment Counsel Company of Nevada (ICC) serves as Investor Advocate for its clients. Because we are independent, we sit on the same side of the table as our clients and we recommend investment solutions based on their unique needs and circumstances, without conflicts of interest. Since 1987


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


Wealthstack

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Welcome to Wealthstack - where finance wellness meets simplicity. You can consolidate your benefits, insurance, and investments on an easy-to-use dashboard. Wealthstack is more than just a platform; it’s your partner for financial wellness. Your financial story is unique, and our dedicated Wealthst


We love numbers! We are your financial and accounting services provider that utilizes modern agile organizational methods and AI tools to deliver simple and user-friendly solutions. At our all-in-one financial service provider, we are passionate about empowering businesses with knowledge and purp


Inovayt

4 followers

Founded in 2007, Inovayt now has over forty experienced and willing team members who can help you on your financial journey. Our mission is to provide lifetime financial solutions by thoroughly understanding your individual needs and goals. We provide expert advice throughout your financial journey


Direct Rate

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Mortgages Made Simple NMLS #2320473 https://www.nmlsconsumeraccess.org/ Equal Housing Lender


FinEzzy

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FinEzzy is a one-stop personal finance solution designed to address savings, investments, protection (insurance), and credit within a single platform. FinEzzy empowers users to secure short-term credit against their mutual fund investments during financial emergencies rather than redeeming their inv


Bellwether Insurance is a multi-line, independent regionally-based insurance agency. We strive to offer the highest quality customer service, and take pride in creating long standing relationships with each and every client. Here at Bellwether, we value your time and your personal interests, and wil


Balance

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Balance is financial forecasting for the independent worker. The gigsters, the freelancers, the contractors, the artists, the creators, the odd-jobbers, the tip-hustlers, the side-hustlers, the nomads — the new working majority. Balance is for the individuals who dare to chart a livelihood on their


Flyhi Finance

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Flyhi Finance makes it easier than ever to finance your child's education. Pay education fees via a Flyhi Study Loan and avail Interest Rates as low as 0% and a Flexible Payment Schedule.


DanaRupiah

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DanaRupiah is a Fintech (Financial Technology) Company which has officially been permitted and supervised by OJK KEP-18/D.05/2020 since May 19th 2020. As a legal and credible Fintech company, DanaRupiah provides financial services through an online lending service platform, with a mission to becomin


World Investment Advisors, formerly Pensionmark Financial Group, is a network of more than 350 advisors and staff across more than 65 U.S. locations that supports $55B* in assets and thousands of retirement plan and wealth management clients. The World Investment Advisors network of professionals in


Zapp

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🚀 At Zapp, we are revolutionizing the way people send money to their loved ones abroad. We take away the complexity and make transfers easy, fast, and secure. Join us and be a part of this transformation.


Clipper Capital

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Clipper Capital est un cabinet de gestion privée au service de ses clients. Nous avons un savoir-faire d’excellence de plus de 10 ans dans le domaine de la gestion privée. Notre équipe de professionnels est à votre écoute pour vous apporter le meilleur conseil patrimonial. ‍ Nos expertises complém


TaxAct

3 followers

TaxACT focuses on providing individuals and businesses with solutions to prepare and file taxes. It offers consulting services and insight that assist its customers to make financial decisions.TaxACT offers software solutions including a range of business, professional, and individual tax preparatio


pFinTools.com - A platform dedicated to break down the world of Finance and try to make sense of it, one tool at a time. India's first and only practical Dividend Calendar that shows you the dividend yield as a function of last traded price (instead of the face value) of the stock! We are still just


Cardify

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Cardify is a leader in card-linked offers, driving over $1 billion in annual sales for top brands and retailers by influencing online and offline spending. With a reach of over 150 million US consumers through loyalty and cash-back offers, we collaborate with major financial institutions and payment


Jecowa ApS

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Jecowa ApS is a family investment group. It's main purpose is to build a financial foundation for the younger generation.