Personal Finance

Explore 3,707 companies in Personal Finance

وكــاد .. منصة وساطة رقمية تجمع لك كل عروض التمويل في مكان واحد طريقتنا مبتكرة، تخلي البنوك وشركات التمويل يتنافسون عشان يعطونك أفضل عرض تمويل.. كل هذا بطلب واحد بس، والخدمة مجانية وبدون أي رسوم مخفية بنكون معك خطوة بخطوة، من بداية تقديم طلبك لين تستلم تمويلك من الجهة اللي تختارها WUKAD .. is a d


Olifan Group

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Olifan Group, votre partenaire en stratégies patrimoniales et en investissements s'engage à vos côtés pour optimiser votre patrimoine. De la constitution de votre patrimoine à sa transmission future, en passant par les préoccupations liées à la retraite et à la vulnérabilité, nos équipes vous accomp


Titan Financial Brokers are a consultancy and sales agency specialising in the domains of retail banking product third party sales, business banking solutions & mortgage consultancy operating in the UAE. We are partnered with banks and institutions within the UAE and have strong ties to the UK mar


CCR is a wealth management firm that provides thorough, customized financial planning solutions and strategic, disciplined portfolio management to individuals, corporations and institutions. Our team is your personal advisor, empowering you with long-term wealth strategies, individualized financial


Manipal Fintech

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We are India's most trusted gold loans brand with 15,000+ Cr worth of loans disbursed to 4,00,000+ happy customers, across the length and breadth of India.


AllGen Financial Advisors, Inc. is an independent fee-based Registered Investment Advisor (RIA) firm committed to helping individuals, families, and small business owners maximize their financial resources. We are a team of trusted fiduciary advisors and financial coaches, each having an area of exp


Stopel Verzekeringen B.V. is in 1994 van start gegaan als Pensioenadviesbureau met een kantoor aan huis in Tubbergen. Op 1 november 1997 was ons nieuwe kantoor aan het Slot 14 te Almelo gereed. In 2018 zijn we verhuisd naar De Stroekeld 1 in Rijssen. Particuliere en bedrijfsmatige verzekeringen met


Rankia.com, con sede en Valencia, es la principal comunidad financiera española independiente con más de 500.000 usuarios registrados. Los usuarios registrados pueden seguir su cartera de inversión en la web, participar en los foros, valorar productos y entidades financieras, publicar su blog y com


Credexia

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Empresa dedicada al lead marketing, comparadores y brokers en internet y marketing digital de afiliado. Nuestro objetivo es que nuestros clientes puedan optar a las mejores opciones para su financiación con el conocimiento necesario para valorar y poder comparar los productos disponibles. Nuestra


CFS/ Comprehensive Financial Solutions is a local team of experienced, highly qualified professionals who have been helping families realize their financial goals for over 35 years. As financial advisors, we can offer products from many sources; we do not have sales quotas; therefore, we offer finan


Unser Ziel ist klar: Wir möchten dir eine Finanzberatung bieten, mit der deine Finanzen nicht nur ein Leben lang optimal geregelt sind – sondern mit der du eine echte Perspektive für finanzielle Freiheit bekommst. Genau für dieses Ziel gehen wir viele Dinge anders an: „Über Geld spricht man nicht“ –


MD Finances

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At MD Finances, we aim to empower employees to make confident financial decisions through Workplace Financial Education.


Larry Heller, CFP®, CPA, is the president of Heller Wealth Management ("HWM") which he founded in 1992. Heller Wealth Management was formerly known as Larry Heller & Associates. At Heller Wealth Management, we provide strategic investment advice and personalized financial planning to allow our clie


Gottfried and Somberg Wealth Management has been helping clients pursue their financial dreams and visions. We provide comprehensive financial planning and wealth management services, exclusively servicing families with more than $1m in investable assets. Our team of experienced and qualified advi


Fineco Asset Management is a premier asset management business owned by FinecoBank. We were incorporated in 2017 and our founding mission was to establish a firm that is a centre of excellence for advisory solutions. We create, manage & deliver Fund of Funds and Single Strategies in a timely, eff


The Converse Team specializes in providing independent fiduciary guidance and wealth management services to businesses and individuals. We offer expertise in tax planning strategies through investment related vehicles, taking pride in turning complex topics into easily understandable and actionable


We are an elite team of Private Wealth Advisors who collectively serve as our client’s personal CFO. We work with a select group of business owners, executives, specialty professionals and their families who have complex financial lives. If you’re like many of the successful people that we work wi


At Gladstone Wealth Partners, we strive to give the best service in all financial matters. We will guide your planning (financial, tax, strategic, and philanthropic), investment management (asset allocation, risk management, investment due diligence and analysis, discretionary asset management and


Seek First

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Seek First is a family office that coordinate all the financial affairs for a small community of clients. We provide comprehensive financial planning: Our team manage investments, plans & file taxes, coordinates insurances, update estate planning to get their entire financial house in order. Our


The Harvesters

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The Harvesters is a financial services firm rooted in a deep commitment to community growth, empowerment, and generational wealth-building. Founded with the belief that everyone deserves access to tools for financial success, we provide strategic accounting, tax, and advisory services to individuals


lendingplate

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lendingplate is India's new age digital credit provider with its headquarter in Delhi. Founded in 2022, we are a 24x7 financial technology platform that offers instant personal loans online to salaried millennials in a safe and hassle-free way. lendingplate is the brand of Unifinz Capital India Limi


Unlock your financial potential with expert guidance. Comprehensive financial consulting services tailored to your needs.


Our mission at WestPoint Financial Group is simple. We are dedicated to educating our clients to help them fulfill their financial goals. We offer relevant experience, personalized attention, and outstanding resources. Our financial and insurance associates listen intently, recommend thoughtfully


Kula Learning

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Kula Learning is a kids financial literacy education program. Our goal is to create the problem solvers of tomorrow. At our classes, kids learn about personal finances (money, credit, saving) and business (financial statements, business strategy, sales). We combine interactive lectures and games to


When you work with Aspire Wealth Group, you are not only working with your advisor, but an entire team dedicated to seeing you through every step of the process. We leverage our collective experience to help ensure you receive well-rounded guidance. At Aspire Wealth Group, we commit ourselves to th


Based in Bloomfield Hills, Michigan, Titan Wealth Advisors is an independent wealth management and retirement plan consulting firm providing financial planning and advisory services to companies, governmental organizations and individuals nationwide. At Titan Wealth Advisors, we focus on two key p


At LoanStar Lending Company, we are redefining the mortgage lending experience. - Unlimited Leads: Benefit from a steady stream of incoming and outgoing leads to help you thrive in your career. - Comprehensive Benefits: We offer 401(k) options, healthcare, and life insurance to ensure you and you


Bridgeweave Ltd.

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Bridgeweave is founded by accomplished professionals with decades of experience in the Financial Services and IT industry. The company was established in 2017 and in just a short span of time, has become one of the niche fintech start-ups in the world in the wealth management space. As a vertical


Clayton Financial Group partners with individuals and families to create customized investment, financial, tax, estate, and risk management solutions that enable its clients to develop plans and achieve their goals. The firm was founded by partners with experience in helping clients navigate the c


Seven Lending

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Alternate Lending Experts - Private, Alternate & Commercial Lending


PCM Encore

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Encore Investment is designed from the ground up to put clients first. We are an independent, fiduciary financial advisor who takes an in-depth, comprehensive, and planning based approach to helping you meet your financial goals. PCM Encore grew out of the multi-billion family office of Michael Pau


First Resource Bank is focused on ensuring three simple principles are at the core of all we do: having a team approach, providing unequaled service, and making a positive impact in the communities we serve. By implementing three simple tenets, the organization has experienced growth and an expandi


Generation Capital (www.generationcapital.com) is a private wealth and investment management firm based in Toronto. We seek investment opportunities that provide risk-adjusted returns consistent with our overall investment principles and financial goals. We focus on activities that will provide long


This member-owned company provides financial services and savings products mainly for farm owners, agricultural businesses and the forestry sector. However, Landshypotek Bank is also now offering competive savings accounts for general retail bank customers.


The Financial Planning Association® (FPA®) is the leading membership organization for CERTIFIED FINANCIAL PLANNER™ professionals and those engaged in the financial planning process. FPA is the CFP® professional’s partner in planning by helping them realize their vision of professional fulfillment th


RSSA

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RSSA® is at the forefront of providing specialized Social Security education and technology solutions to financial professionals, institutions, and consumers. We empower advisors with the knowledge and tools to help their clients maximize their Social Security benefits – and the tools to build a rob


Stavíme českou banku. Tvoříme jedinečný typ otevřené poradenské banky. Spojujeme fintech bankovnictví a osobní poradenství v jednom.


Vanguard Canada

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Putting investors first since 1975: We sell high-quality investment products at the lowest possible price. This is the core of our investment philosophy because we think it’s essential to your investment success. Unique structure: Vanguard was founded on a simple but revolutionary idea: that an in


A Rio Claro Investimentos é uma gestora independente de investimentos que tem como missão proporcionar aos seus clientes um planejamento financeiro claro e de longo prazo, visando gerar tranquilidade e prosperidade em suas vidas. Acreditamos que a transparência e a ética são valores fundamentais par


Als unabhängiger Schweizer Vermögensverwalter erarbeiten wir Lösungen für den nachhaltigen Vermögensaufbau nach Ihren Wünschen und Werten – sorgfältig ausgeführtes Handwerk aus unserer kleinen, feinen Werkstatt. Unser Handwerk sind individuell zugeschnittene Vermögensverwaltungsmandate von vermögen


CardLift

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CardLift is a platform that helps credit card issuers increase their cardholders' utilization rate.


Wealth Conscious Management is a full-service, independent wealth management firm dedicated to being your financial partner. Our firm is built on the pillars of integrity, fidelity, steadiness, accessibility, and experience. We predominantly serve high-net-worth and ultra-high-net-worth clients, inc


Javelin was established in 2003 to provide straightforward advice with a focus on long term wealth management: something the partners had not been able to find anywhere else. The firm prides itself in maintaining these core principles alongside a simple and transparent fee structure, therefore clear


At TycheView Ventures, we're passionate about supporting our community and guiding members on their investment journey. Our team is committed to building a collaborative environment where members can thrive and reach their financial goals. Connect with us to learn more about our team and the opportu


Traditional pensions are a thing of the past. This means it’s up to your employees to save enough money to enjoy a comfortable retirement. But you, as the employer, play an important part in empowering them achieve that goal. Let one of our Twelve Points retirement advisors help you design a plan cu


Ausdal Financial Partners is an independent securities broker-dealer and investment advisory firm with advisors Nationwide and offices in Davenport, Iowa and suburban Chicago, Illinois. Since 1979 we have taken pride in our responsiveness and genuine interest in the success of our advisors and thei


Insurvia, LLC

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At Insurvia, we are passionate about building up our customer. We do this by providing the highest service standards while helping our clients navigate required and essential, but often confusing, financial products like insurance and tax services. We provide these services utilizing any method tha


Cusp Money

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In a world where financial advice often feels impersonal and distant, Cusp emerges as a groundbreaking ally in personal finance, designed with a singular vision: to transform the way you grow and manage not just your wealth but that of your family’s too. Imagine having an alter ego, a version of yo


Straightforward financial advice to make you smile :)


Headquartered in Dublin, Ohio, Ascend Advisory is a leading financial advisory with $2.2B assets under management, starting with $27M in 2001 (as of 12/11/24). Ascend is rooted in service, with a commitment to diligence & integrity. A ratio of 2x support staff to financial advisors ensures we’re rig