Personal Finance

Explore 3,707 companies in Personal Finance

About Us At America First Assurance, we believe peace of mind is the foundation of prosperity. We provide trustworthy, transparent, and tailored financial protection solutions for hardworking Americans—because your future deserves first-class assurance. Our Mission To protect and empower American


Farmers Life Insurance Company (“Farmers Life”) was founded in 1997 as a small credit life and disability insurance company and has flourished by providing secure insurance products that address a growing number of diverse consumer needs. In a fast-paced industry, we strive to deliver best-in-class


We founded Liberty Capital Services after graduating from Ohio State University with degrees in finance. As financial planners, we could have remained in the traditional private banking industry, but we decided to embark on a new venture to create a mortgage consulting service like no other. Our vi


Andina Advisors

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When our clients entrust us to partner with them in planning their future, they enjoy the Andina Advantage. We offer more than 100 years of combined experience in business planning, estate planning, risk management, and investment management. We provide a full range of investment options. You lever


FinSquad

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What would it be like to have your finances on autopilot? Join the waiting list to find out!👇🏼 Platform construction ongoing🛠️ - Launch Q2 2025


MDRN Capital ™

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Are you looking for a true one stop shop for your retirement planning? I mean a firm that can provide you with not only an income plan so you don’t ever worry about outliving your money, but also institutional level investment management, tax planning, healthcare and Medicare planning, and even leg


MemberXP

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What’s the secret to credit union member loyalty? Making every member interaction consistently flawless, surprisingly easy, and extraordinarily engaging. We put the voice of your member at the fingertips of every coach and executive at your credit union so that you can put the member into every conv


Dein Finanzberater in Trier: Maßgeschneiderte Finanzplanung und Versicherungen für deine finanzielle Sicherheit. Wir bieten umfassende Finanzberatung in Trier, inkl. Versicherung, Vermögensanlage, Alters- und Nachfolgeplanung. Individuell und zuverlässig.


Summit Life Group is an innovative platform that connects consumers directly with licensed professionals in the life insurance and retirement space. Summit Life Group trains and supports independent agents who want to sell primarily over the phone. SLG supports both part-time and full-time, top


Erika.com

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A personal finance education platform that helps you make smarter financial decisions with confidence. We’re rooted in trustworthiness and transparency, bringing you free and unbiased content. In a world where finance can feel overwhelming and complicated, our tools and hacks make managing your mone


House of Funding

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Strategic Lending Experts | Home Loans, Business Loans, SMSF, & Development Finance


Inception Financial is the premier clean energy finance platform for private clients seeking to mitigate their tax liability and enjoy long term yield. In partnership with family offices, financial advisors and tax professionals, we repurpose our private clients’ tax liability to preserve and grow


Through streamlined and unique succession strategies, Bluespring Wealth Partners, LLC (Bluespring Wealth) is dedicated to the acquisition and servicing of wealth management firms seeking continuity for clients and the business they have built. Bluespring Wealth was established with the express purpo


UNO FINANS AS

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Uno Finans er en nyetablert finansagent som formidler lån til privatpersoner. Ledelsen og styret har lang erfaring fra relevante banker og fra låneformidlere. Vi er i stor grad eid av de ansatte. Vi formidler lån, forbrukslån, refinansiering og boliglån. Det betyr at din søknad hos oss vil bli pre


Established in 2014, Athena Wealth Planning is here to provide clear, independent financial planning and advice tailored to your individual and business needs. Athena truly puts your interests first and holds our, and your, core values at heart. We are proud to be Chartered Financial Planners and


Urim Capital

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Private family wealth office.


Heidelberg Capital leads the Florida market in low mortgage rates, low broker fees and low closing costs. Our Internet-based business model offers Tampa Bay and Florida customers convenient mortgage services that are quick, professional and affordable. Our customer service experience for Florida's p


Foremost Capital Limited, formerly TAJ Capital Limited, is an affiliate of TAJ Bank duly licensed by the Securities and Exchange Commission (“SEC”) as an Asset Management firm. We provide Fund/Portfolio Management and Investment Advisory services tailored to meet the dynamic needs of our clients. Le


Sims Investment Management - We are dedicated to providing investment management and strategic wealth planning to clients looking to grow their assets responsibly. Simply put, we strive to be our client’s trusted advisor. As a financial advisory firm, our primary focus is to provide unbiased opinion


My Boss Financial Solutions empowers individuals and business owners with the funding they need to grow and succeed. From personal and business funding to credit repair and coaching, we provide tailored financial solutions to help you achieve your goals. Whether you're looking to build credit, secu


Young, fun, and not your average realtors, this power couple is driven by a passion for real estate and financial education. After relocating from Buffalo, NY in 2013, San Diego has truly become "home" for John and Melissa and nothing gets them more excited than selling in a city that they love. Si


Fidelity Securities Limited (FSL) was incorporated in Ghana on 28th September 2004 originally under the name Fidelity Asset Management Limited, as the asset management subsidiary of the Fidelity Group (Ghana). FSL is licensed and regulated by the Securities and Exchanges Commission, Ghana and is in


Atlas Point

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We provide financial services firms and their professionals with a proprietary, innovative AI-powered platform that better personalizes and deepens human connections at scale. We believe that when people can express how they think and feel about their money, they are more empowered, engaged, and ope


Freedom Finance Australia is an enthusiastic team helping our clients "live their best life" We are a team of leading financial experts in the areas of superannuation, insurance, taxation, investment and lending. Our aim is to help you achieve Financial Freedom! We pride ourselves on delivering ex


Partner Bank AG

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Privatbank. Vorsorgebank. Vermögensverwaltung.


Keystone Financial Services’ mission is to provide unbiased advice and guidance. We bridge the gap between knowing and doing in the financial lives of our clients. Our core strength is our team, who has over 80 years of industry experience and is committed to superior client service. Keystone Fina


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.


OMNI Healthcare

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OMNI Healthcare is a financial service company that helps medical providers improve their patient base and cash flow.


My Audacia

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Welcome to my Audacia, where luxurious living meets wealth building. 🎖️900k sq. ft. Delivered | 1000+ Audacious Clients. Get started👇🏽


Supporting the Offices of the CFO / Financial Executives, Controllership and Investor Relations (both public and private companies) through project-based engagements. Private Companies: Specializing in the unique needs of Alternative Investment firms in the Private Equity/Credit, Venture Capital,


Montfort

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Montfort is a leading IFA firm specialising in global financial planning. Established in 1995, the firm pioneered cross-border solutions across pension planning, personal finance, investments and associated tax efficiency. Today Montfort stands proud as one of the first UK providers of independent f


Gather Federal Credit Union provides financial products and services to more than 36,000 members of Kaua'i and Ni'ihau. With assets of over $641 million and combined membership savings exceeding $575 million, Gather FCU is the largest neighbor-island credit union in the state of Hawaii. Gather FCU i


FreedomPath

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FreedomPath is an all encompassing financial wellness platform designed by leading experts in the financial services space to help everyday individuals – not only the economic elite – embark on their journey to financial health. The proprietary stack of financial technology will guide consumers to


Affinity Ghana

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Affinity Ghana Savings and Loans is a digitally-driven financial institution providing affordable and accessible financial products and services to individuals, micro enterprises and SMEs. Affinity Ghana is fully licensed and regulated by the Bank of Ghana, and currently offers 3 products: Affinit


Accepty

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Accepty provides technology to enable businesses to easily display instant, customer eligibility checked, real APR personal loan quotes from an extensive panel of leading UK lenders. Who do we work with? - Comparison sites, loan brokers, finance apps, lenders and banks wanting single point access t


At Waves Advisory Group, we specialize in recruiting and executive search for boutique wealth management firms. Our focus is on proactively hunting passive, top-performing talent. We connect firms with exceptional professionals across advisory, client service, operations, and administrative functio


At Tua we're blending humanity and technology to make affordable financial products accessible to all. We provide a suite of financial products to essential service businesses, including TuaCommercial for merchants to get the financial partnership they need to grow their business; and TuaPay for bus


Paige, in partnership with trusted financial institutions, offers a secure, digital-first solution that transforms how individuals, families, and businesses manage their wills, essential documents and estate plans. This easy-to-use platform allows anyone to create a legally valid will in minutes,


We are a boutique litigation personal injury firm that handles car accidents, trucking accidents, boating accidents, motorcycle accidents, and forklift accidents. We excel at making the client experience one that will never be forgotten. At this firm, the client comes first and we make sure that we


GPS Wealth Ltd

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GPS Wealth is all about making a difference in the lives of our advisers, referral partners and their clients through the simple steps to business and financial success. GPS Wealth is a specialist financial services dealer group based in Pitt street, Sydney. We provide best practice tools and resour


Dive Money

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At Dive Money, we’re a team of creative, driven, and ambitious individuals on a mission to reshape how GenZ invests. Dive is as intuitive as your favorite playlist—designed to make investing simple, fun, and personalized, with no complicated jargon. From goal-based investing in digital gold to AI-


The future is no more uncertain than the present. Let's start a conversation... Mission: • A safe environment for you to talk about money • A filter against the noise and chaos of the financial markets • Direction and implementation of complex, inter-related planning strategies • Objectivi


Monenti Partners

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Monenti Partners provides bespoke financial planning to support you through some of life’s biggest transitions, including: - Retirement planning - Building, protecting, and inheriting wealth - The sale of your business - Personal or commercial property sales - Divorce. Our financial planners ta


At Right Away Lending, we envision a financially inclusive world. Understanding that each customer is unique, we offer tailored lending solutions. We believe in personalized attention for your financial success, using our industry knowledge to secure the best loan for you. Our network of over 100 i


Perccent

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Perccent is on a mission to become India’s most trusted and user-friendly wealth-tech platform, with a core focus on empowering first-time investors and salaried professionals in under-served regions.


Brainvest Brasil

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WE ARE A 100% INDEPENDENT MULTI-FAMILY OFFICE. WE HAVE A SINGLE FOCUS: YOU. A HETEROGENEOUS TEAM - with years of experience in Private Banking and Wealth Management - uses its combined intelligence to offer you the BEST SOLUTIONS. We know that each PATH is different and unique, therefore we canno


Abyan Capital

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Abyan is a robo advisor targeting the complete automation of investment and saving.


InsuranceWebX

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InsuranceWebX is an online avenue for insurance and financial professionals to grow their business. Agents and Advisors have the opportunity to join exclusive InsuranceWebX Insider Web Classes hosted by some of the most successful mentors and insurance producers in the industry. Once an Insider, age


Fortis Capital Advisors is a comprehensive financial planning firm that offers wealth management solutions, protection, risk management, Estate planning advice, and solutions to address your present and future financial needs. The genesis of our name represents our main objectives. Through our kno


WorldofMoney

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Since 2005, WorldofMoney.org has been at the forefront of providing transformative financial education to the youth in the Tri-State area of New York City. Recognized by AOL Impact as one of the top 10 non-profits in the nation for effecting powerful change, we are committed to empowering underserve