Personal Finance

Explore 3,704 companies in Personal Finance

The Waypoint Wealth Group tagline is “Guiding Your Financial Journey.” We aim to keep our clients on course as they navigate the financial aspects of their lives. We specialize in long term investment management, asset protection strategies, protecting income streams, charitable giving strategies,


Nobody plans on getting sick, but it happens. ​Health insurance may cover hospital bills, but it won't cover your mortgage, put gas in your car, or food on the table when you can't work. During difficult times, we step in to help families cover these expenses, allowing them to focus on their health


SimmerAppAI

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At SIMMER, we make financial literacy fun, approachable, and actionable. Managing money can feel overwhelming—that’s why we break it all down into bite-sized lessons and practical tools you can easily fit into your busy day. SIMMER goes beyond teaching about money. We empower you to take action, wh


Gawin nating pera ang OR/CR mo! We are the leading trusted provider of loans for motorcycle, tricycle, and tricab drivers. Sure Ka Dito!


Turbo Mortgage Funding is a company based out of 5600 New King Dr, Troy, Michigan, United States.


Perq

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Perq allows companies to provide student loan repayment as an employee benefit.


NorthAvenue is a women-led, women-owned wealth management company, based in Columbus, Ohio. Our team is highly trained to look at your financial situation from all angles, providing comprehensive, tax-based strategies for building and managing wealth. We want you to be confident in your choices to s


Irooze Divorce

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The everything divorce app for parents contemplating divorce or separated. Design a less expensive & less painful divorce that leaves a divorce legacy you and your children will be proud of. Our Divorce Directory helps parents find the right professionals to help them with all areas of their life:


At Better Place Australia, we help people to become more resilient, to empower them and to enjoy healthier relationships, by building their skills and knowledge, giving guidance and tools, and supporting them through challenging times. Our services support individuals, couples and families in the a


We are a forward-thinking financial advisory firm that provides individualized guidance and an elevated standard of care to a select group of aviation professionals, high net-worth families, and businesses, both locally and around the country. Our mission is to be the trusted financial steward for


De Witte Assurantiën hechtte altijd veel waarde aan het niveau van zijn dienstverlening en het persoonlijk contact met jou als klant. De gedrevenheid waarmee onze mensen dagelijks voor je klaarstonden, willen wij voor nu en in de toekomst kunnen garanderen. Om die reden hebben wij besloten om ons aa


We are a Commercial, Home, Auto and Life Insurance Agency servicing the State of Texas. Let us put together a custom coverage plan for your budget.


SKAGEN Fondene

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Vi driver bare med fond. Hos oss finner du aktivt forvaltede, verdibaserte fond som forvaltes av SKAGEN, i tillegg til et stort utvalg eksterne fond og investeringsløsninger på handelsplattformen. Vårt mål er å gi deg som kunde best mulig risikojustert avkastning, service og oppfølging. Noen gange


At Pinnacle Mortgage Services, we specialize in providing personalized mortgage solutions for home purchases and refinancing across Georgia, with a primary focus on North GA. Our commitment to exceptional communication and customer service sets us apart in the mortgage industry. Whether you're a fir


The world isn’t fairground because everyone doesn't have the same education when it comes to money. We wanted to play our part in helping youngsters start their money career within the right money mindset by helping them understand the stock market and financial literacy.


KSFP focuses on families with young children and couples starting their lives together. Why? Because these are critical years when you are starting a family, buying a home, and growing your earnings. Without good planning, it is easy to miss opportunities that will help you make the most of your fin


The Temple Finance Association (TFA) is a Student Professional Organization (SPO) in the Fox School of Business that provides members with the opportunity to engage with industry leaders, participate in professional development workshops, and enroll in our exclusive educational programs: Wall Street


Clientell

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We help advisers, planners, and businesses within the broader financial services sector who struggle with inconsistent lead flow and over-reliance on referrals. Through LinkedIn, email, and other digital marketing methods, we generate a steady stream of high-net-worth leads with £250,000 to £10 mill


Our mission is to dismantle financial barriers, empowering students from diverse backgrounds to pursue their educational dreams at universities and other learning institutions across the UK. Studying abroad comes with a hefty price tag, often out of reach for many families. We specialise in resolvi


Nexum Pensions

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Something new is coming to pensions. A service that empowers employers, the payroll industry and pension providers to unlock real value and solve real challenges with the most important employee benefit—pension contributions.


ACA is a full-service business management firm offering personalized CFO services to entertainers, creatives, athletes, gamers, entrepreneurs and high net worth individuals. ACA provides a variety of accounting functions that are customized to suit each client’s specific needs including, but not li


At ISB, our goal is to maintain pace with your busy lifestyle. Life on the go? Let us show you what ISB can do for you ... your family ... your business. Bank Foward with ISB.


Defining your goals is where a solid investment plan begins. Building a portfolio starts with understanding what the portfolio needs to accomplish. We offer fee-only, discretionary investment management and wealth advisory services tailored to meet our clients' financial needs and investment objec


We treat your future with the same care we give our own. Todd J. Geller set out to build a high-end boutique financial planning practice where advice feels genuinely personal and never transactional. At our practice, every client is deeply understood and thoughtfully guided with the same care and i


We provide homeowners with solutions that bring peace of mind and financial certainty when they need it most.


CCA Financial Planners  is a name you can trust when it comes to providing financial advice, comprehensive research to compare current and discontinued life insurance policies, superannuation, pension funds and effective measures for income protection. As a financial planner since 1989, we have been


Summit Wealth Consulting is a life insurance brokerage specializing in advanced financial strategies like Indexed Universal Life (IUL), Infinite Banking, Annuities, and traditional life insurance. We help clients build, preserve, and transfer wealth with personalized solutions that minimize taxes an


StayFrank.

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Stay Frank. is the recognized brand for residential sale-leaseback transactions. We offer a simple, financially savvy solution that allows people who own homes to leverage their property and reclaim their financial freedom. We originate portfolios of sale-leaseback transactions for institutional in


Wilde Wealth Insurance Services is an insurance agency based in Scottsdale, Arizona committed to assisting individuals, families, and business reach their financial goals and protect assets. Our passion is to help our clients protect what matters most to them. Representing the finest insurance comp


Cashboard

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Cashboard allows retail investors to invest in a personal tailored and scientifically diversified portfolio.


Ignites

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To sign-up for a free two-week trial visit: www.Ignites.com/trial. If your company has an existing license you'll be automatically added to the license at no additional cost. Ignites is the preeminent source for news about the mutual fund industry. Each day Ignites delivers must-read competitive


Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your unique situation. Providing personal, commercial and automobile insurance.


BorrowersFirst

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We are a tech-enabled consumer lending platform organized around providing superior value and experience for our borrowers.


Trust Company of North Carolina (TCNC) is a privately owned wealth management planning firm. Through our affiliation with Fidelity Bank of North Carolina, South Carolina, and Virginia, we offer a unique perspective and service model. We specialize in retirement implementation, investment planning, a


TrustPlus

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TrustPlus is a financial wellness benefit that helps workers make the most of every hard-earned paycheck, delivering financial coaching to employees and sharing powerful insights to employers. A service of Neighborhood Trust Financial Partners, our coaches demystify personal finance with empathy, pr


Fisecal

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Automated Financial Planning Software


W1 Investment Group is an independent financial planning firm that specialises in financial planning for the expatriate population, living and working abroad. Started by UK qualified financial advisors frustrated with the structure of financial service firms abroad, W1 is leading the way by providi


Bridge Group Solutions , Our Vision is to offer unique financial planning opportunities, to individuals, by assisting them, in accomplishing their financial goals and dreams, in a systematic and efficient approach, leading transformed Planned Finance for Life. Based on research, analysis, technologi


NET Credit Union

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NET Credit Union is an award winning, full service credit union that is committed to creating a welcoming atmosphere that builds trust and allows our members to be more engaged and financially successful. At NET Credit Union, you are Banking with Benefits. Bank on NET!


Trawick Financial Services, Inc. was founded in 1992 with the goals of providing our agents with cutting edge products and services. Our staff has over 50 years of experience in the financial services industry lead by our President and CEO Lee Trawick. We select companies that have progressive idea


Intuitum

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Intuitum is a coaching and wellness company that is focused on learning and growth. We offer life, career and personal finance coaching, as well as providing financial literacy, workplace wellbeing and mental health first aid courses.


Patrimore

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Te ayudamos a organizar tus finanzas personales para que puedas reducir tu carga financiera y cumplir tus metas. Nuestro objetivo es seleccionar oportunidades de inversión adecuadas para tu perfil de riesgo, optimizar tu carga tributaria e incrementar tus conocimientos financieros.


YMYC AI

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YMYC AI is your all-in-one AI-driven financial platform, tailored for investors seeking high-end solutions. We offer a powerful combination of real-time market analytics, news summaries, sentiment analysis, and personalized AI advisory services, making your investment journey more informed, effectiv


Heritage MD - Preserving Wealth and Protecting Wellness We pride ourselves on our commitment to democratizing access to top-tier specialized services, traditionally reserved for the nation's wealthiest, and making them available to all healthcare professionals. Co-created with physician leadership


Affinity Connect

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Affinity Connect is a financial wellbeing and retirement specialist in the public sector - helping those in the workplace to improve their financial future. Established in 2001, our financial coaches work with hundreds of organisations in the public sector by providing financial education, coverin


The Gibraltar Blockchain Exchange (GBX) is an institutional-grade token sale platform and cryptocurrency exchange.


At Amerity Wealth Management you are not just another client, you are family! We want to help guide you with any and all decisions you may need to make on your investments and help you grow your future.


LendingRobot.com

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LendingRobot operates as a robo-advisor investment platform. It provides simplified access to alternative lending investment opportunities for family offices, financial advisors, and individuals. The company was founded in 2013 and is headquartered in Denver, Colorado.


SanyuktPay

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At SanyuktPay, we're not just a fintech company; we're a movement dedicated to transforming the way India transacts. Our vision is simple yet powerful: To Empower Every Indian with Seamless Digital Payments.


Thrive Savings

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