Personal Finance

Explore 3,708 companies in Personal Finance

Portage Bank

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At Portage Bank, our mission is to provide simple and workable financial solutions for our unique and changing communities. We are not your typical bank. We are a community bank that abides by the philosophy that all families and communities should have access to credit in order to pursue the Americ


MyHives

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Long ago, in villages, people came together to save money. They put their coins in a big pot, helping each other out. This was how neighbors, friends, and families built trust and grew together. MyHives is like that big pot, but online! With MyHives, when you save a little money, it's like adding


Welcome to The Abundant Wallet, your go-to source for all things personal finance and money matters. We provide educational content to help you improve your financial position (and your mindset) in a fun and approachable way that’s easy to understand. We also provide high-quality reviews, how-to’s,


Turbine Capital

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Turbine Capital provides passive income and long-term wealth building solutions to pilots through our private investments funds.


Auxano Advisors is a multi-generational wealth management firm that promotes stewardship within our clients’ lives, to integrate their values and vision with their wealth. For wealthy individuals and their families, Auxano is a trusted advisor that comes alongside our clients with integrated planni


Esteem Wealth Partners is an independent financial planning and investment management firm backed by the extensive resources and elite strength of Northwestern Mutual. Through our comprehensive planning process, we use a unique goals-based approach to develop your financial plan and deliver on our m


beatvest

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beatvest is a platform that offers both educational and financial tools, making it simple to understand investing and finance. By using their platform to learn about investments and financial tools from the ground up, users may become experts at making financial investments.


TRADEway

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Here at TRADEway, our mission is to break down the confusing world of finance so that our students can understand it. We glorify God through family, money, and business, by teaching business from the Bible, reviving the entrepreneurial spirit in America, and empowering individuals to take control of


LeafHouse Financial provides discretionary investment services and creates packaged retirement solutions.


VIKAS Group

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When Vikas Money Limited witnessed its inception in the year 1987, there were a lot of questions that it had to answer while forging its path to successfully become one of the best easiest loan lending NBFCs in Kerala. What is the new financial solution that the dynamic leadership of Vikas Money Li


An independent wealth advisory firm founded by our family and designed for your family. Biltmore Family Office is a collaborative family office, operating as an independent SEC registered advisor to investment oriented multi-generational families. Our mission is to foster the collaboration between


WealthApp

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WealthApp is a wealth management company that provides complete financial planning solutions for their clients to achieve their short term and long term investment goals.


The Blume Group

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The Blume Group is a financial life coaching firm that provides proven training and coaching so that couples, individuals, and kids can manage money effectively. As a result they can spend wisely, plan efficiently to reach their personal goals, and enjoy life! The core of the company's services


Introducing Hakeem – a fintech platform that embodies the values of wisdom, growth, and safety. We believe in alleviating financial pain and suffering by providing accessible solutions to all. Our mission is clear: to financially empower every individual, with a special focus on the underbanked and


Money doesn't have to be stressful. Our simple process puts you back in charge of your money, your time, your life, your legacy. Gain financial freedom and live your dream life. For individuals & families: Our simple process can help you to stop worrying about money, gain clarity, and accomplish


The Financial Empowerment Network (FEN) is a nonprofit 501(c)3 in Washington state dedicated to helping low and moderate-income people become financially stable. Our mission is to advance financial empowerment through partnerships that support access to affordable, effective, and relevant services,


Aku

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Aku offers easy payments, simple banking - for everyone. Send / receive money and pay bills via USSD, app, cards + more. We’re a digital bank licensed by the CBN, on a mission to help Africans get paid and grow.


At Ladera Lending, Inc., we open doors to a wealth of personalized services to all varieties of clientele. From real estate professionals, to builders to individual home buyers, we will tailor a program for your needs. Our knowledgeable team works to provide you with financial loan options that fit


We are a team of professionals dedicated to goal attainment through strict adherence to the financial planning process. With over 120 years of combined experience in the financial services industry, we advise clients on a vast number of financial issues to advance their ambitions and empower them to


Lysander Funds is an independent, Canadian investment fund manager owned by our employees. Our goal is to empower our clients with insight and expertise to make wise investment decisions. Lysander funds offers actively managed mutual funds, pooled funds, and exchange traded products across globa


OrangeTech

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We harness the power of innovative technology to craft accessible, user-friendly solutions tailored to the unique needs of our customers. We aim to revolutionise the way people manage their finances, making it seamless, secure, and accessible to all. OrangeTech believes that financial services shou


Hamilton Point manages all aspects of client wealth from the investment approach to coordination of complex tax, retirement and estate planning. We believe clients deserve to work with an independent, fiduciary advisor who can explain what is owned in their investment portfolios and why they own it


AccuLedgers

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We help small businesses stay financially sharp with: 📒 Bookkeeping 💰 Payroll Services 📊 Outsourced CFO Support 🧾 Tax Services


GP3 are Independent Financial Advisers providing pension, investment and estate planning advice without the jargon. With 20+ years of experience and trusted with over £150 million of client assets, we pride ourselves on our personalised service and high levels of integrity. We help our clients to a


Securities offered through LPL Financial. Member SIPC www.sipc.org. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which I am/we are registered to do business, ple


Palm

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Palm is a tech startup focusing on wealth management. We help you protect your most valuable priorities. Whether you want to protect your family, employees, capital, or future, PALM is built for you.


Our philosophy is conservative and long-term, with an emphasis on wealth accumulation, preservation, and distribution. We believe that investment decisions should be made according to each client's unique financial situation to help you achieve your goals, hopes, and dreams. We seek to provide an in


kwantify

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At kwantify.be, we offer operational finance services nurtured by business data analysis, to help small and mid-sized businesses make informed decisions. We collaborate with business leaders to optimise financial strategies, bring value-added to current and future costs and identify revenue opportu


Our core value is "To Glorify God and Serve People"​ As holistic and independent investment planners located in Waynesboro, Va., we offer financial planning, estate planning, investment services, and various types of insurance. With 20+ years in the financial industry, we make it our personal missi


At Ridgeline Wealth Planning, we walk with clients to help them discover their goals, design a plan and celebrate their success. Our heartbeat is to guide our clients with genuine care. When it's time to make life's biggest decisions, our team is there to sit on your side of the table. Seeking to ex


IMAN is a 500-backed interest-free banking infrastructure enabler for banks, with the HoldCo being registered in Delaware. Our mission is to enable 2 billion Muslims worldwide to invest and get funding ethically according to their beliefs.


Joule Financial

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At Joule Financial we help clients in identifying and achieving their financial goals through financial planning and focused execution. We are a fee-only fiduciary, mandated to put the best interest of our clients before our own. We adhere to time-tested disciplined methodologies of financial and es


Truly comprehensive wealth management services for an intentionally limited clientele.


Established back in 1988, Ballew Wealth Management has steadily become a recognized presence throughout the southeastern wealth management landscape. Our journey has been built on trust, as clients have entrusted us with nearly $900 million to oversee. We offer a full spectrum of services, from inve


PREPARE. GROW. PRESERVE. Tall Oak Capital Advisors is a boutique wealth manager for physicians, farm families and businesses, wealthy individuals and families, and business owners. We provide comprehensive advice to guide our clients’ wealth, investment, and business growth.


CT Paid Leave

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About the Paid Leave Authority The CT Paid Leave Authority serves a growing need in providing financial relief to Connecticut families, allowing individuals to care for a loved one, or themselves, without having to worry about lost income. OUR MISSION At the CT Paid Leave Authority, it is our missi


Wall to Main is a multifamily operator specializing in finding and structuring investment opportunities for everyday investors, especially those looking to self-direct their retirement accounts. We utilize the real estate industry's first and only UBIT Calculator to find the most tax-efficient inve


JustMoney.co.za

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JustMoney empowers you to make good money choices, setting you on the path to financial freedom. We partner with reputable service providers to offer you personalised financial solutions, based on your budget and needs. Visit our website to access: 1. Competitive credit, including vehicle f


Sound Bookkeepers is more than a bookkeeping company. We serve two very important purposes. First is the recording and reporting. This is the basic function of bookkeeping, what did you earn, what did you spend money on, and what do you need to report to the state and federal government? These ar


Financial Planning firm located in Sciota, PA. Focusing on retirement income planning, capital preservation, social security planning, medicare planning, estate planning and legacy planning.


At Legal & Medical, we specialise in providing tailored financial advice and investment planning solutions to clients in the medical and dental professions. All of our Independent Financial Advisers (IFA's) are highly skilled and experienced in providing an individually tailored financial planni


Sandy Cove Advisors is a boutique financial advisory firm that delivers a full spectrum of customized wealth management services, with a focus on investments, financial planning and family office solutions. The firm’s personalized, disciplined process helps clients achieve financial peace of mind in


Understanding your finances should be Simple, Effortless, and Affordable. JK Accounting Group is a fully remote accounting & tax advisory firm with a dedicated team of accountants ready to provide a full range of accounting and bookkeeping services. Our experience in advanced technology eliminates


Basically, I’m the biz bestie you always hoped for, the kick-in-the-ass that you might sometimes need, and the support that will hold space for you as you blossom into your Next Level of success in life and business!


TRU Federal Credit Union is more than just a financial institution – we are your trusted financial partner. As a federally insured, member-owned credit union, we are dedicated to empowering our members and enriching their financial well-being. With a focus on Trust, Respect, and Unity, TRU Federal C


Wattam Kirby Mee

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✔ - Independent ✔ - Authorised and Regulated by the Financial Conduct Authority ✔ - Utilising 'best of breed' technology ✔ - WKM Wealth App (available on iOS & Android) ✔ - Financial Planning includes regular meetings and Cashflow forecasts ✔ - In-house Discretionary Investment Management - using ou


WiserAdvisor

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WiserAdvisor.com was founded in 1998 to ensure a high-quality fit for both consumers and financial advisors. We are an industry leader in helping screened motivated investors get connected with up to 3 qualified financial advisors. Our nationwide network includes financial advisors from large fortun


Blue Marina Assets Management Limited is a private company registered in Nigeria, specializing in premium asset management and investment solutions. Established in 2024, we focus on delivering innovative financial strategies to individuals, institutions, and corporate clients. Our core expertise lie


Our Story D.S. DRELICH & ASSOCIATES· D. S. Drelich and Associates, Inc. is an independent financial planning firm specializing in retirees, those transitioning into retirement and the transfer of wealth to their families. We understand that the planning process for a 65-year old retiree is different


The Estate Planning Council of Cleveland is a local organization in Cleveland, OH of professional estate planners focused on furthering the education of our members and the public in estate planning. Find a local estate planner or learn more about how to become an accredited estate planner (AEP) in