Personal Finance

Explore 3,707 companies in Personal Finance

Kaira wants to help employers address the big challenge of attracting and retaining employees. Our unique digital financial well-being coaching solution improves well-being at work. Finances are now recognized as the top cause of employees’ stress. Kaira’s digital coaching app helps employees reduce


At WSB Financial Recovery, our mission is simple but impactful: to reconnect individuals with the funds that rightfully belong to them. Every claim we help recover represents more than just financial relief—it’s a story of hope, trust, and dedication. We strive to be the bridge that helps people acc


We provide innovative and comprehensive tax consulting services designed to meet the unique needs of businesses and individuals. Our team of seasoned professionals combines technical expertise with a proactive approach to help clients navigate complex tax landscapes, uncover opportunities, and achie


TENco

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Created in 2019 with the singular mission of transforming lives. Founded by Tural Mammadov, a visionary former wealth manager, our company was born from the desire to provide unparalleled support and opportunities within an exclusive community. At TENco, we believe in liberating individuals from co


LXME

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LXME (pronounced Lakshmi) is India’s leading financial platform for women, offering financial learning, lending, and investment options, all in one app. Funded by Kalaari Capital- CXXO initiative. We’re here to inspire a new wave of financially fearless women, powering the inner Laxmi and realizing


Fitter Circle

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House prices and mortgage rates in the UK are higher than ever. We are here to help people save towards buying their first home by converting lifestyle savings into Lifetime ISA contributions.


Established in 1971, Lumbee Guaranty Bank proudly opened its doors as the first Native American owned bank in the United States. Today, we’ve grown to manage 14 locations throughout Robeson, Hoke, and Cumberland counties in beautiful North Carolina. We serve thousands of customers every year and hol


Serene

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At Serene, we're on a mission to redefine how financial institutions support vulnerable customers. Rooted in personal experiences and launched in 2023, Serene combines AI and behavioural science with a heartfelt vision: to ensure no one facing financial vulnerability slips through the cracks. The p


BHL Turkey

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With three industry leading brands Koalay, Hesapkurdu, and Fincase, we are Turkey’s leading online insurance and banking broker and a major technology platform provider for financial intermediaries. We were founded by a strong management team, backed by international investors and we are growing ver


Francis

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Building the best retirement plans possible with employers and achieving Work-Life-Money Balance with their employees. Choosing a retirement plan consultant and financial wellness provider is an incredibly important and impactful decision for your organization and employees. Yet, with so many fact


Transfez is built on one simple idea: Behind every transfer, there’s a dream worth pursuing. Whether it’s to fund education journey, support your families back home or overseas, grow your business internationally - Our mission is to be part of yours. We believe that sending money overseas should


Rensa

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We're helping people avoid personal bankruptcy by lowering their debt and expenses.


1031 EXCHANGES AND DST Deferring tax for commercial real estate investors and business property owners. Are you looking to retire from the real estate business? DST is a great option to defer tax and plan for your legacy. PLANNING AND INVESTING Plan for something! Your goals come first. To achie


Johnson Financial Group (JFG) is a Denver-based boutique family office and wealth management firm that started as a private investment company for its founding family. JFG is unique because its clients are able to invest alongside its founding family, and the firm offers private investment opportuni


At Webull, we believe that everyone should have an equal opportunity to control their own financial future. In order to make this a reality, we work tirelessly to make sure wherever possible all the key trading features (a comprehensive news cycle, market data, and analytical tools) are completely f


We help you find the best UK crypto exchange for your needs with expert reviews and comparisons. Our platform offers detailed insights into fees, supported assets, security features, and trading tools—all in one easy-to-use interface.


Waldron Private Wealth is a boutique wealth management firm that advises a select group of individuals, families, and family offices. We limit the number of our engagements so that we are able to offer each client greater focus on how best to simplify the complexities of their significant wealth.


A well established provider of financial services throughout the UK. Primarily offering mortgage and protection advice to customers via employed and self employed advisers using its unique network model. Has the ability to service the needs of a single adviser and help them to grow their business,


Timothy Financial Counsel, Inc. is unique among fee-only financial planners. We focus exclusively on financial planning and objective hourly advice. Our mission is to partner with our clients to clarify their goals, develop an action plan, and equip them to take charge of their financial lives.


Born from the need to bring about clarity & simplicity in managing finance, we today help enable every client with bespoke services unmatched by none. Over the past four decades, we have been working at helping our clients bridge gaps in their operational & financial goals while bringing about suste


We will help to establish the mechanism that ensures the efficient transfer of your responsibility from one generation to the next. We do this by addressing both the financial and human elements of your wealth. We are dedicated to providing the best-in-class solutions and advice to you and your fam


EcoFinance

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We develop and introduce advanced online lending products, providing friendly service based on international best practice.


Oath Law

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When you sign your estate plan you take an oath, in front of witnesses, to protect yourself, the things you value most in the world, and the people you love. We take an oath to put your interests first, without conflicts, so that we can help you create your ideal estate plan.


Agate CPA

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Unlock financial success for you and your business. Our CPAs specialize in wealth management, tax strategy, & accounting.


Money can be complicated, often emotional. After nearly 20 years of financial planning, we've learned the importance of acknowledging the humanity of finances. It can be overwhelming.... which is why we help. Your dreams are unique and deserve a tailored approach to reaching them. You’ve worked


WealthSage

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If you've been trying to pay off debt faster, OR saving for retirement...you're probably doing it...WRONG. Come see why at www.WealthSage.com You CAN pay off your Mortgage in 8-11 years on average, while at the same time increasing your retirement cash flow by 20-40%! Without changing your li


Our mission at Everett Wealth Management is to provide advice for major life decisions including retirement transitions, building wealth, educating children, starting or divesting a business, estate planning, portfolio management and risk aversion. We desire to help you understand complicated issues


Tipinc

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Tipinc partners with leading software and payment providers in the hospitality industry to deliver a seamless solution for gratuity distribution. By ensuring that tips are directly and efficiently distributed to hospitality workers, we help our partners enhance transparency and compliance across mul


Ryan Legal Services helps debtors find solutions for their financial troubles. Call our Mobile AL bankruptcy lawyer today to discuss how to find financial freedom.


Locally owned bank with big bank capabilities. We can get decisions made quickly for a customer's benefit. We live by our motto - we are with you all the way!


Legacy Private Trust Company is among the region's preferred wealth advisory firms, with assets under management and advisement exceeding 2 billion dollars. We are also one of the few independent and closely held trust investment advisory firms in the state. As fiduciaries, we provide our clients wi


Fidelity Bank is a locally owned, locally managed community bank in western Illinois and central Iowa. We are dedicated to making smart banking simple by providing our customers with the personal banking, business banking and mortgage loan services. Fidelity Bank is on LinkedIn to celebrate our t


Fab Money

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Pepper Money India is now Fab Money! Fab Money is a consumer finance company with a mission to serve the underserved. Fab Money's mission in India is to bring a trusted modern financial services experience to the emerging and diverse population. We are building a technology-first business with a


Perspective Wealth Partners (PWP) is a fee-only SEC-registered RIA, located in Boise, Idaho. PWP offers clients a wealth management experience that allows them to relax and be confident in achieving their intentions. In tandem with a first-rate wealth management experience we are also purposeful a


United to make lending easy.


ISU Credit Union is now Lookout Credit Union! New name. New look. Renewed spirit. We’re here to look out for you; for your dreams & for your goals. So you can keep your eyes on the path ahead. So you can tread fearlessly. Come work with us! Visit our new website to learn more: https://lookoutc


Momentum Wealth

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At Momentum Wealth, our team of experts believe that you’ve worked too hard not to enjoy every minute of your retirement. Let us help you get from here to there… always moving forward.


Arthaveda LLP

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Finance can be intricate. We intend to simplify and automate it to the extent possible.


The Bank of Commerce is proud to be your trusted, locally owned financial institution with 17 convenient locations across Idaho and Montana. For over 65 years, we have been committed to fostering strong community relationships while delivering personalized banking solutions to meet the unique needs


Bloomo is a Japanese FinTech startup that makes investing accessible to everyone. ブルーモは「投資をみんなのものに」をミッションに、米国株資産運用アプリを提供する新しい証券会社です。 https://bloomo.co.jp/ 米国株・ETF投資の効率化をはじめとし、ユーザーに誠実で自分も欲しくなるプロダクトづくりを目指しています。 新しい投資領域のフィンテックスタートアップで働くことに興味がある人は、採用サイトからカジュアル面談への応募をお願いします。 https://careers.bloomo.co.j


As a client-centric and solution-oriented entity, we offer efficient management of wealth across borders to ensure the long-term growth of clients’ assets and meticulously address every concern related to their wealth. We do not merely seek clients; we aspire to cultivate enduring partnerships. Ou


Client Direct Mortgage is a consumer-direct mortgage brokerage and lender leveraging industry-leading technology and access to tons of loan types to help borrowers purchase or refinance fast and efficiently.


Minna Technologies is a Swedish tech company established in 2016, on a mission to help retail banks and subscription businesses deliver powerful digital experiences within subscription management. Partnering with top-tier banks and backed by some of the biggest financial companies in the world, curr


Ramify

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Ramify est une plateforme d’investissement qui propose une expérience et des services de gestion de patrimoine aux particuliers similaires à celle des plus grandes banques privées. L'offre de produits la plus large et diversifiée du marché : gestion pilotée sur assurance vie et plan épargne retrai


As one of Australia’s leading finance specialists, we work with our customers to determine the ideal solution that matches their financing requirements. We use our strong relationships with our panel of over 30 lenders to negotiate the right overall package to best suit the needs of our clients. W


Juncture Wealth Strategies is a boutique investment firm with institutional resources, offering intelligent, independent investment management and wealth advocacy to high-net-worth clients. As a Registered Investment Adviser, we are flexible, innovative and independent, with a commitment to communic


Wealt

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One Platform, All About Wealth Elevate your wealth. Consolidate assets, unlock exclusive alternative investment deals, and grow your wealth like the top 1%.


Annise

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Annise is a wealth management platform supporting Investors - from those whose lives are becoming a little more financially complex to those managing their own family offices. We’re here to inform, educate, and empower along every step of your wealth journey - 24/7/365


Blossom App

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Blossom is a savings app targeting 5.70% and 6.75% p.a. returns so you can reach your goals faster. Download our iOS or Android app today. All investments carry risk. Read the PDSs, TMDs & FAQs in the link below.


The Zell Family Office (ZFO) focuses on being a family-focused office that manages the family’s financial capital and supports its learning and human capital development. We’re reimagining what a family office should be by offering the Zell family a range of services focused on enhancing their overa