Personal Finance

Armalytix is a multi-industry Open Banking powered reporting tool which is transforming the way firms interact with their clients.

GGRM Law Firm is Nevada's Premier Injury Law Firm providing the best workers' compensation and personal injury legal services to accident victims for over 50 years. Our Las Vegas workers comp attorney are skilled and know that you have suffered losses as a result of injuries sustained at your workp

At Country Club Mortgage, our mission is to set a high standard in the mortgage industry. We are committed to quality customer service - putting the people we serve first. Our goal is to carefully guide you through the home loan process so that you can confidently select the best mortgage for you an

HK PFM is a white-labelled personal finance management solution, which is a fully customizable and secure wealth management product. It can seamlessly integrate into the bank’s existing core banking applications and helps banks maximize and optimize their revenues per branch, per customer and sell m

Better Impression helps tens of millions of unique B2B and B2C users from around the world make better-informed decisions online. Its engine of personalization learns the preferences of users and assists them in selecting the best online services. Its advanced matching techniques use big data analys

Single destination to manage your investment accounts. Financial Research platform to create, backtest, and manage stock and ETF strategies.

The National Association of Personal Financial Advisors is the nation’s leading organization of Fee-Only comprehensive financial planning professionals. Since 1983, NAPFA's ranks have enjoyed steady growth, operating under a strict code of ethics and our widely recognized definition of Fee-Only c

Advanto is pioneering on-demand pay in CEE markets.

Heritage Bank relationships are based on mutual trust, expertise, and accountability, which will allow the customers and community to prosper. They develop close relationships with their customers to recognize their needs and create customized solutions to enhance their success.

OAKK is zoals een stevige eik goed geworteld voor de toekomst. Mensen hebben in toenemende mate behoefte aan stabiele vermogensopbouw met persoonlijke begeleiding. Dat is het gevolg van de versobering van collectieve pensioenen en ook de lage rente enerzijds en het gebrek aan tijd en kennis over bel

As an independent financial firm, we take a full service approach to Financial Planning and Wealth Management in order to help people pursue their financial goals. Please visit our website, listed below for full disclosures. Third-party comments may not be representative of all customer experience

JustFA is a comprehensive advice & investment platform. With JustFA, financial advisory firms in the UK can add online sales and servicing channels to become hybrid advisers and widen their customer base, improve efficiency and, ultimately, increase the longevity and value of the business. JustFA co

Augusta Precious Metals is a trusted gold IRA company known for its ethical approach and excellent customer experience. Money magazine recognized it as "Best Overall Gold IRA Company" in 2022, 2023 and 2024 and Investopedia awarded it for "Most Transparent Pricing" in the same years. Augusta is comm

We love helping you manage your money!

Founded in 1997, Ascension Capital is an independent investment advisory firm based in Houston, Texas. For over 25 years, we have provided high net worth families and businesses with investment management, financial planning, and retirement plan services.

At Torch, we deliver financial clarity. We are dedicated to igniting a future where financial empowerment is accessible to all, transforming lives and fostering thriving communities. Our financial planning, analysis, and modeling platform, LUMINATE, delivers clarity to everyone, across multiple

Invest smarter, together. Investing is hard, confusing, scary, and expensive. Your access to the financial markets has never been easy. We have embarked on our journey with one sole mission - to make investing simpler with more insights and fun. Join our vision to build the future of investing.

My Concierge pampers you. We cater to our clients' needs and do whatever it takes to satisfy you and exceed your expectations. My Concierge and The Lavish Store (www.thelavishstore.com) deliver unprecedented attention to detail to its clients' needs. If you need personal air travel, we prov

When Apex Advice began over 30 years ago, the mission was simple - to improve Kiwis financial knowledge and help prepare them for all stages of life. From buying your first home, to getting set up early with KiwiSaver to protecting your assets and your families’ health, Apex Advice has been there t

Audible Wealth Management is a full service wealth advisory firm based in the Washington DC metro area, that focuses on financial planning, investment strategies and insurance solutions. We aim to guide our clients toward developing and/or refining their financial plan. Audible Wealth values charact

Since 1976, the professionals at Certified Financial Group (“CFG”) have delivered retirement planning and asset management, providing peace of mind to countless families for a fee. CFG is one of the oldest and largest independent financial planning firms in Central Florida. Our CERTIFIED FINANCIA

Since our founding in 2004, we have taken pride in giving high-net-worth clients the benefit of a different approach. One founded on a commitment to objectivity, constant learning and a comprehensive understanding. We help you discover and achieve your objectives, identify and manage risks, then org

Reliable Insurance Agency offers individuals and businesses a full breadth of highly responsive services including all forms of insurance, financial planning, long term care (aka long-term cash), Medicare supplement as well as wealth management, estate planning, and annuities/IRAs. Our promise is “W

Arend & Markslag B.V. is een gespecialiseerd en onafhankelijk multi Family Office voor vermogende cliënten; privépersonen, families en gelieerde holding- en investeringsvennootschappen. Familiebedrijven hebben een sterke basis, gevormd door de verbondenheid tussen familie, bedrijf en eigendom. De

YBR Aggregation, formerly Vow Financial, is an award-winning wholesale mortgage & finance aggregator that has over 1,200 mortgage and finance brokers nationally. Vow is one of the largest mortgage aggregators in Australia with over $50.2 billion of loans under management. In August 2014, Vow Financi

IME Pay offers a wide range of payment services and a convenient ways to transfer money to any Mobile Number, wallet to wallet, pay utility bills and make purchases online or offline instantly with just a few easy clicks. It is a Fintech (Financial Technology) Platform that provides automated and im

Morera Grosso es la empresa líder en México en la confección de trajes, blazers, pantalones y camisas a la medida para caballero, por medio de visitas en el lugar de su preferencia a través de una Consultoría de Imagen personalizada. Nuestros clientes pueden elegir los tejidos de los mejores fab

Options to secure better financial health

Prequel is where the most ambitious teens learn 21st century life skills; taught through passion-led bootcamps hosted by leading experts. We believe that being able to manage your personal finances, grow an audience on social media, and build a business are core life skills required for success in

Redistributing wealth and financial education more fairly in society. We are a social impact organisation who works with the most visionary people and organisations to help individuals gain financial freedom and companies to invest in financial wellness. We gift our profits to your workers and also

Bott and Co is a multiple award-winning specialist consumer rights solicitors firm based in Wilmslow, Cheshire with particular expertise in personal injury, flight delay claims, holiday claims, cycling accidents and road accident claims. The company was founded in 2001 by David Bott, Paul Hinchliff

Providing expert independent mortgage advice for everyone from first timers and re-mortgagers, to experienced buy to let landlord while building a long term client adviser relationship and working in your best interests.

Aggregate and automate your bill payments

Clovis est le 1er service de néo banque privée accessible à tous les français. Nous démocratisons le conseil fiscal et financier grâce à une technologie unique, une équipe d'expert(e)s chevronnés et des services exclusifs. Notre mission est simple : permettre à chacun d'optimiser ses finances perso

We provide simple, easy and affordable car and asset finance. Simplify offers a streamlined and efficient solution for our customers, partners and dealers to refer and manage asset finance. Our advanced technology and expert team ensure a smooth and hassle-free finance process.

At KBA The Financial Planning Company our ethos is we want to “Help People Have Better Lives”. That relates to our clients and customers, our team and our local communities. For our clients, we specialise in helping them reach their financial goals through providing them powerful financial and lif

An Independent, Fiduciary, Registered Investment Advisory firm that specializes in building long-term financial plans with an emphasis on efficient investment management, proactive tax planning, and long-term income planning. Our mission is to better lives for our clients by helping them identify wh

At Strateasy, we believe that tomorrow begins today. Our mission is to make your financial dreams a reality. We're here to tell you that no aspiration is too big, no goal too lofty. We build personalized investment strategies tailored to your specific needs and objectives. Think of us as your financ

ArthaYantra is an online financial planning platform providing unbiased, holistic and personal financial advice.

TrueConnect is a financial wellness benefit designed for all employees regardless of their financial status--no credit, poor credit or great credit--because your credit history doesn't define you. TrueConnect is the only place to access a no credit check loan. TrueConnect is employee loans made eas

Nuestra Misión es Democratizar el acceso a la Educación Financiera. Para ello ofrecemos formación, contenidos gratuitos, coaching financiero y publicamos libros que ayuden a todo el mundo a mejorar su formación en finanzas personales e inversión, a tomar mejores decisiones financieras y a conseguir

Tencap Wealth Coaching is an independent investment advisory firm founded on the investment principles supported by Nobel Prize winning research and philosophies. Tencap works in a fiduciary capacity with all clients. This understanding helps Tencap coaches work with each client in order to maximize

Invers is a fintech company that focuses on solutions to gain insight into liquidity, solvency, disposable income, and data enrichment

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Wing Financial (SEC-RIA) is using proprietary technology to bridge the vast inequality gap for the 95% of Americans who can’t access the personalized financial guidance exclusive to RIAs and family offices.

Welcome to Jolt Credit Union. We're glad you found us. At Jolt, we're member focused and community active. We understand that by helping our members to achieve their personal goals, our whole community is made that much stronger. Like you, we believe that by improving this place we call home we're h

Motiv is looking to change the way consumers buy car finance in the UK. Founded by Stuart Davey & Chris Robertson, we are an ambitious start-up looking to disrupt the market digitally, for the benefit of the consumer. Through partnering with the biggest consumer brands and the most innovative lende

We believe… ➡ Being trusted to manage and invest someone's wealth is a true honour and privilege. ➡ Relationships matter, and trust is earned. ➡ Wealth management should truly be personal and personalised, holistic and all-encompassing. ➡ In 'marrying' our clients, committing to the same goals

The path ahead is not made of straight lines. Our advice acknowledges that life can take twists and turns as does business. We see no line in the sand between work and personal, as this distinction has blurred so must the approach to wealth and business advisory. We chase ‘why’, make plans for the

RCG is a multi-state, multi-faceted mortgage brokerage servicing clients with their home purchase, refinance, and renovation financing needs. In 2017, broker Andrew Russell started RCG to make the mortgage process simple yet efficient. Today, he continues to thrive by retaining his entrepreneurial