Personal Finance

Explore 3,713 companies in Personal Finance

CBM provides bespoke mortgage advice to high net worth individuals in the UK and overseas. Following many years experience in the financial services industry, we pride ourselves on being able to solve complex situations in a timely fashion, facilitating property transactions for clients and their i


Beech Hill Advisors, Inc. is an independent, registered investment advisor dedicated to providing the highest caliber investment counsel and management services to individuals, businesses, foundations, endowments, trusts and retirement plans, as well as to working with the accounting, advisory and l


In a world prevalent with social media, users are still isolated when it comes to savings and budgeting. Monesave is an online savings app that aims to address this need. Monesave promotes savings and budgeting by introducing a social element where users freely share budgets anonymously or openly


SheCapital

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At SheCapital, we empower senior women to lead authentically by embracing self-discovery and coming into alignment with who they truly are. We help you with: - Leading authentically and in alignment with your values - Career planning and progression to the C-Suite and beyond - Support in mapping ou


Paradigm Group

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The Paradigm Group (www.paradigmgroup.com.au) is an investment advisory and wealth protection firm, based in Melbourne, catering for executives, professionals and business owners. We build practical strategies one-on-one with our clients, which align with their goals and lifestyle objectives. Comp


Project One is a Charlotte, NC-based non-profit dedicated to breaking the cycle of generational poverty in Mecklenburg County. We help motivated students from under-resourced, single-guardian homes achieve their higher education goals through a combination of financial scholarships and holistic pr


Thriftax

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Federal and State tax return online filing for International students and other nonresident aliens present in the US on F, J, Q, M and H visas.


Cash Time Loan Centers is an online marketplace that provides title loans, personal loans and registration loans.


Foxman Asset Advisors thrive on helping individual and business clients reach their dreams and live them. Finding ways for our clients to own their financial future is a priority. Our professional advisors manage assets meticulously and thoughtfully. COMPANY PURPOSE We are here to ensure financial


Tech Biz Gurl

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Tech Biz Gurl is a lifestyle blog empowering women to start a side hustle as a way to pursue their passions while keeping the stability of a day job. It was founded by Jessica L. Williams in 2011 and aims to provide tips, inspiration and resources for side hustlers.


My Time

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We have created a digital customer journey that is intuitive, using behavioural science and an algorithm to calculate a sustainable income amount.


At Curate, we handpick the best people to look after your money. Our unique range of unit trust funds takes the complication out of choosing between funds because we have identified exceptional teams of people with different skills to manage each of our funds. Quite simply, what we do comes from the


Artisan Financial, where relationships come first! Who are the important people in your life? What family dynamics affect your financial goals and the best way to achieve them? Which emotions do you associate with financial decisions? Questions like these should drive your financial plan as much as


Taurus Financial

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Taurus Financial is a boutique financial advisory firm catering to executives, entrepreneurs, and businesses across the United States. Our Services include: - Comprehensive Financial Planning, emphasizing equity compensation planning and estate planning. - Wealth Management, specializing in complex


IREXA FINANCIAL SERVICES / WEALTH STRATEGIES is a full service, client-centric, financial advisory firm that helps high-income, high-net worth individuals, and small businesses create tax efficient, wealth management strategies. We build a personalized, integrated, collaborative wealth management st


Legacy System

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The Ultimate System and Software for Small Estate Planning Firms


Triton Financial Group, formerly RKG Financial, is an independent, fee-based financial planning firm committed to providing clients with objective advice, outstanding personal service, and the convenience of one-stop shopping. Being independent enables us to serve the best interests of our clients b


Nestflow

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Your Home, Your Cashflow.


In an environment of constantly shifting financial markets, investors are increasingly in need of continuous professional management of their financial assets. Professional management can help investors stay the course in turbulent markets, and meet their long-term goals and objectives. Our firm is


Pensumo

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Pensumo seeks to implement in Europe a savings model by measuring personal consumption and measuring responsible actions.


Credwise

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Credwise är en jämförelsetjänst som hjälper dig att fatta smartare ekonomiska beslut genom att erbjuda relevanta, insiktsfulla och lättförståeliga experttips och verktyg online.


Smit Vernooij c.s. is een gerenommeerde praktijk met vestigingen in de regio’s Amsterdam en het Gooi waar gespecialiseerde financieel planners en mediators zich inzetten voor uw vragen en wensen. Door de persoonlijke betrokkenheid en ervaring van Greet Vernooij en Rik Smit kunt u er zeker van zijn d


Takaful Keluarga

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Takaful Keluarga adalah pelopor perusahaan asuransi jiwa syariah di Indonesia. Mulai beroperasi sejak tahun 1994, Takaful Keluarga mengembangkan beragam produk individu serta kumpulan/grup untuk memenuhi kebutuhan berasuransi sesuai syariah meliputi perlindungan jiwa, perlindungan kesehatan, perenca


Diamond Blue Financial Services is a leading, privately-owned financial advisory firm, delivering personalised and intelligent strategies primarily to sophisticated investors. Our team works together to ensure a balanced financial universe for our clients, which we believe is a prerequisite for ma


pFinTools.com - A platform dedicated to break down the world of Finance and try to make sense of it, one tool at a time. India's first and only practical Dividend Calendar that shows you the dividend yield as a function of last traded price (instead of the face value) of the stock! We are still just


RainyDayPal

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At RainyDayPal we are transforming how we think about and deliver insurance & emergency savings to fit the changing financial realities, needs and buying preferences of today’s mass consumers. We are building a “Spotify for Insurance” by disaggregating old traditional face value policies into money


Komo

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Komo is an exclusively digital banking service that allows customers to save, grow, and manage their money completely online. This means that there are no physical branches and everything from account opening to card blocking can be done using the mobile app. This system gives customers full contro


Eadon & Co Ltd

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Eadon & Co are a holistic firm of independent financial advisers offering advice on pension reviews, investments, mortgage and equity release. The advisers have more than 25 years experience delivering advice to many hundereds of satisfied clients.


Theá Advisory

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Theá Advisory is a multi-family office, we act as our client’s personal Chief Financial Officer and finance team. We are dedicated to empowering women, supporting them with their financial wellbeing and ultimately enabling them to fulfil their legacy. We work with a diverse range of ultra-high-net-


Birch Financial Group specializes in full-service financial planning for busy professionals in New Hampshire and beyond. Our personalized strategies are designed to evolve with you, providing down-to-earth advice and clear financial guidance. Whether you're planning for retirement, real estate, or e


Fortress Life

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Fortress Life, PLLC is an independent life insurance brokerage & virtual sales agency. Founded in 2025, Fortress Life was created to provide sales entrepreneurs with an agency model that allows for a life of supreme ownership. Follow our agency lifestyle pages on Instagram & TikTok: @protectmywealt


MoMaT

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MoMaT (Money Management Technologies) es una empresa líder en la administración de redes de cajeros automáticos independientes en el estado de la Florida, Estados Unidos. Cuenta con más de 500 cajeros instalados en diferentes locaciones y continúa su expansión día a día. MoMat brinda a sus clientes


Wealthstack

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Welcome to Wealthstack - where finance wellness meets simplicity. You can consolidate your benefits, insurance, and investments on an easy-to-use dashboard. Wealthstack is more than just a platform; it’s your partner for financial wellness. Your financial story is unique, and our dedicated Wealthst


IBI Investment House is the 4th largest institution in Israel which manages financial assets, such as hedge funds, private investments, pension plans etc. One of IBI's renowned services, operated by their subsidiary company Four Seasons Financial Planning, focuses on financial planning for large cor


Jecowa ApS

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Jecowa ApS is a family investment group. It's main purpose is to build a financial foundation for the younger generation.


We are "The Home of All Your Financial Needs"​, connecting you to financial freedom through Mortgages, Real Estate, Investments, Credit and Consulting. Our mission is to provide our clients with a peace of mind and confidence in their financial future by offering expert advice and information to me


Weekly is a beautiful budgeting app based on a week. Weekly helps you stick to a budget by making it simple to understand what you have to spend. Weekly starts with a simple guided setup where you put in all your recurring bills and income. Next, you add in your savings goals. Then based on t


Ironworkers USA Federal Credit Union is dedicated to promoting community development in all of the areas it conducts business and to provide affordable financial services to low-income people. In doing so, we will help them build assets and achieve financial stability. How YOUR Credit Union Operate


Her Path, LLC

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Financial Wellness for Women. Helping women take ownership of their financial futures through education and access to reliable resources. 🌿


From Tax Stress to Success - Let us help you with the IRS! We help taxpayers and small businesses solve their tax problems. We assist taxpayers with audits, levies, liens as well as back taxes and other tax issues. We also help small business owners relax about their finances, by automating pro


Uma empresa autorizada pela CVM (Comissão de Valores Mobiliários), cuja atividade é regulamentada pela Instrução 497/11, (Agente Autônomo de Investimentos). A UP REAL ajuda você a investir e tomar as melhores decisões com um serviço de assessoria diferenciado utilizando uma das mais sofisticadas fer


Accountable Finance’s simple platform helps investors make smarter, data-backed investing decisions, leverage the strategies of well-known professional investors, personalize strategies, create investing plans, and track performance. Investors can hold themselves accountable to their investing goals


WageNow

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Naším poslaním je zjednodušiť výplatu 👇 ➡️ Vďaka našim dlhoročným skúsenostiam z bankovníctva a finančného sektoru vieme, že finančná pohoda nie je vždy otázkou výšky platu. Ale tiež finančnej gramotnosti a možnosti robiť správne rozhodnutia. Preto sme sa rozhodli na Slovensku založiť spoločnosť,


Neptune MF Bank is on a mission to empower people through financial inter-mediation in Nigeria and Africa. We are poised to meet your business and personal financial needs.


CU WealthNext

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CU WealthNext is a leading wealthtech holding company CUSO dedicated to empowering financial institutions with innovative solutions.


Stokker

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Stokker is a community that re-envisions the landscape of retail investing. They provide transparency and trust, filtering out the noise, handling emotions, and using data as an asset. They manage their time and attention by getting aggregated data checked through in-depth conversations with people.


We are not just another financial consultancy we are a growing Financial Consultancy offering custom solutions in the field of investment. Our Financial Consultants recommend most suitable solution and investment strategies which are in accordance with clients’ personalized financial goals and aspir


Financial planning from the inside out. Active investing. Purpose driven planning. Generational chain breaking.


Sana

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Sana is the a Safe, Easy & Instant way to send money to your loved ones from anywhere in the world. The Sana Way is the preferred way for everything money transfer.


You work hard for your money. You deserve a financial plan—and a financial advisor—that works just as hard for you. Our firm takes a holistic approach to your finances, investing the time to understand your goals, values, and passions. With this deep understanding, we craft a personalized strategy t