Personal Finance

One Stop Shop for Insurance and Investment products in LATAM

Business page for Schofield & Associates Financial Planning Ltd, Senior Partner Practice of St. James’s Place Wealth Managment. Our team of CII recognised Financial Advisers, and dedicated support staff, provide private clients and business owners with holistic, personalised financial advice, regar

Argos Conseil est un cabinet de Gestion de Patrimoine. Ses domaines d'expertise sont : - La défiscalisation (immobilier et financier) - Les placements (constitution de capital, transmission, gestion d'un capital existant, génération de revenus) - Le montage de prêts aux particuliers et aux professi

The consumer finance industry is a very rewarding industry. Sunset Finance is in the business of helping people. We help our customers every day with unexpected emergencies such as auto repair, utility bills, doctor bills, etc. We also help our customers with cash to take vacations, holidays, back t

Digital savings account for Space enthusiasts and professionals

Life is better when we're financially fit. MoneyFitt is an application with engaging multimedia content and clear action steps to help people cultivate good financial habits. Our Singapore-optimised full launch is now available for free on iOS and Android! We help you decide: - What to do -- Which

At Business & Financial Strategies we believe many people lack professional guidance in an ever-growing complex financial world. We also believe that these same people are busier than ever, and desire simplicity. Does this sound like you? If so, let us show you a better way. At Business & Financ

Our values reflect who we are and what we stand for as a company Our culture is built on what we value. Integrity, Transparency, Professionalism and a Positive attitude. The management team at National Loans have each been involved with the asset finance industry for over 24 years. In this time we

Providing clients with a platform and tools to achieve better customer outcomes. We create digital customer experiences that put financial well-being front and center. BETTER CUSTOMER EXPERIENCE FirstHomeCoach app was our first digital coaching proposition, launched in 2018, with financial backing

Shepherd Wealth Group is an advanced planning firm that maintains a tax efficient focus in all areas of expertise, not just by life but on an intergenerational basis as well. SWG exclusively dwells in the self-employed, high and ultra-high net worth communities, with a special focus on absolute retu

LightSide is a fiercely independent Liverpool based Chartered Financial Planning firm, offering whole-of-life financial planning for grafters across the North West. We’re on a mission to rid the industry of the confusion, anxiety and fear factor that results in less than 10% of the British public

Technology + complementary services to help individuals and institutions manage their valuable possessions

nimbl is a new service that supports financial freedom of young people in the digital world. nimbl is a prepaid debit mastercard® and smartphone app, helping parents stay in control as their child learns how to spend and save responsibly. nimbl empowers young people with financial responsibility

EquiFi is dedicated to creating a path for all people to create and manage wealth through an important asset that we should have access to—a home. Financing of the home should not be limited to debt. By reducing debt through an infusion of equity, we can make homes available to everyone. In the proc

Profiducia delivers peace of mind as a trusted partner for personal bookkeeping, durable powers of attorney, estate management and closure, and other administrative needs where integrity and discretion are paramount. We help bridge the relationship between you and the important people in your life t

Spécialistes en solutions patrimoniales, Stellium Courtage et Invest sélectionnent en toute indépendance et développent en architecture ouverte une offre de solutions globale, innovante et exclusive, à destination des Consultants Prodémial. Des solutions d'épargne financière : Une gamme exclusive d

We work with HNW and UHNW individuals to provide an integrated wealth management solution which includes financial planning, tailored investment management and multi-currency reporting. With offices in London and Barcelona, and a dedicated team who specialise in ex-pat Americans, we are perfectly p

Milbourne Insurance is a trusted provider of advice specialising in using life and personal insurance to provide solutions to personal and business problems. We offer a range of advice on strategies that ensure financial security and continuity, including: Key Person Insurance, Income Protectio

Connor Broadley is an independent, owner-managed company based in Mayfair, specialising in wealth management for private clients, and employee benefit consultancy for corporates. Connor Broadley’s approach to wealth management is unusual in that it places equal emphasis on high quality financial pl

There are many factors that go into a change in residency between Canada and the US. MCA Cross Border Advisors Inc. has extensive experience working with Canadians moving to the US, Americans moving to Canada, or employees being relocated between both countries. A move of this nature is complex as i

Lyon Financial is the market's leading specialist for swimming pool financing. For over 42 years we have specialized in financing solutions for homeowners and swimming pool contractors across the nation. Our long term loans, low, fixed interest rates, and superior customer service have made us the p

Inbest.ai is a data analytics platform that aims to democratise the access to wealth management.

We specialize in helping individuals and businesses achieve financial independence through the Infinite Banking Concept. By leveraging the power of whole life insurance, I empower my clients to become their own bankers, enabling them to manage and grow their wealth more effectively.

We understand financial planning and investment strategies can be complicated and demand a certain level of trust – that’s why we’re here. Our clients appreciate the professionalism, in-depth knowledge, experience, and integrity that our team offers. Wealth Management Group, Inc. (WMG) is an indep

Raindrop is helping pension providers, fintechs and financial advisers engage their customers and reach new audiences through innovative pension finding technology.

About Us Welcome to LitFinancial, where turning your homeownership dreams into reality is our passion. With a legacy of excellence and a commitment to personalized service, we are dedicated to guiding you through every step of your mortgage journey. Our Mission At LitFinancial, our mission is sim

For years, Gray, Blodgett & Company, PLLC has been providing quality, personalized financial guidance to local individuals and businesses. Our expertise ranges from basic tax management and accounting services to more in-depth services such as audits, financial statements, and financial planning. G

Welcome to HDFC Tru, where your financial success is our mission. Discover bespoke investment strategies and unwavering support, tailored to help you achieve your goals. At HDFC Tru, we are committed to providing unparalleled investment advisory services rooted in integrity and excellence. With deca

Limitless Advisor Coaching is a full-year coaching program that delivers everything you need to let go, lean in and learn to build a limitless practice and life that you love. The outdated model is still the norm. Too many advisors work hard to build their practice without achieving the results the

We at allwealth Planning get excited about helping people with their finances. Your dreams, values, and passions fuel a collaborative wealth planning process that empowers you with a clear path forward. Forget dry spreadsheets and generic advice. We believe your financial plan should be as unique a

Não importa qual é a sua posição hoje. Quer você seja um estudante, um empregado público, um empregado de uma grande empresa, um empreendedor, ou até desempregado, você tem a capacidade de tomar o controle de suas finanças pessoais. E se você está lendo este texto, é porque de alguma maneira você

Most banks have branches. First Peoples Bank has roots–roots in the communities we serve. From the tellers, to the bank president, everyone at First Peoples Bank makes an effort to get to know YOU, the customer. First Peoples Bank takes care of you and your financial needs, both personal and profess

Farewell is a powerful app that seeks to record your past and develop your future with a proprietary process we call The Farewell Legacy Planning System, powered by AI.

We are Fractional CFOs that partner with you to build Enduringly Profitable Businesses and create Generational Wealth. Let's Tee Up the next generation!

Wij willen dat het kopen van een huis écht leuk is... Net zoals het verkopen van een huis, het afsluiten van een hypotheek en het deel uit maken van een vereniging van eigenaren. Op huizenjacht? Leuk! En ook wel spannend: je wil niet zomaar ‘een’ huis, je zoekt hét huis. Waar je meteen voelt dat j

Vi har de seneste fem år arbejdet med investering i luksus-ure primært for vore eksisterende stamkunder hos UrHandleren. Det har i de fem år lykkedes os hvert eneste år at skabe tocifrede forrentninger i vore klienters porteføljer – både i de gode år og ikke mindst her under coronakrisen.

At Bhalla Insurance and Investment services , we adopt a structured and disciplined advisory approach and provide you portfolio solutions which meet your desired financial goals and milestones. At Bhalla insurance and investment services, we offer you a complete range of solutions that complement ou

ComparaOnline is a price comparison platform allowing customers to make an informed decision when purchasing complex financial products, while optimizing customer acquisition for financial companies. It is designed for insurance and financial products.ComparaOnline also has experience in sales execu

Pensioensoftware met oplossingen voor werknemers, ondernemers en dga’s.

Tillit, service og kvalitet er de tre viktigste faktorene for at du som kunde skal kunne gjøre et forutsigbart og trygt bilkjøp. Vi ønsker å være den forhandleren for deg! Vårt lag består av mennesker med høy kompetanse og bred erfaring innenfor bil og motor. Vi skal gjøre vårt aller ytterste for at

Since 1936, First U.S. has been making a difference in the financial lives of our members with affordable loans, generous savings programs and friendly, personal service. With a full line of savings options, loan solutions and decades of home financing experience, First U.S. has the products and se

At PORTABL.co we are building a SaaS business and eco-system that provides portable insurance, portable benefits and portable savings products for those who live and work in the global freelance and gig based economies.Customer centric data and machine learning - Using real-time data and analytics w

Coinlend is a Lending-Bot for Bitfinex, Poloniex & Quoinex. It allows you to generate interest for your cryptocurrency holdings by margin funding automatisation. Instead of letting your holdings sit idle in your account, you can lend them to margin traders and generate interest from it.Since this is

Verity is an interactive money management and financial literacy app for families and their kids (ages 8 - 18).

With access to more than 230 lending institutions, including big banks, credit unions, and trust companies, our licensed team of mortgage professionals is familiar with a vast array of available mortgage products – ranging from first-time homebuyer programs to financing for the self-employed to fina

BetterTradeOff is a Singapore-based global FinTech redefining financial advice, with a platform that simplifies and demystifies financial planning – making it possible for everyone, everywhere, regardless of net worth or financial acumen – to make better financial decisionsTry our Singapore version

LUSO Federal Credit Union, is a member owned, not-for-profit financial cooperative, providing many services to you. We have checking accounts, savings accounts, mortgages, auto loans, refinancing and more with two Western MA branch locations in Ludlow and Wilbraham. We are dedicated to providing a

Running a small business is hard work. After a long day, the last thing you really want to do is reconcile your accounts, or figure out why on earth you have all those duplicate transactions. Suddenly the freedom of owning your own business doesn’t feel so free when you’re chained to your desk and m

At SEPira(k), we're pioneering the future of retirement planning with our innovative and self-administered recordkeeping platform, tailor-made for solo entrepreneurs, freelancers, and small businesses. With over a century of combined experience in retirement plan consulting and technology solutions,

We feel very self conscious when it comes to talking ‘about us’. After all the very reason we’re in business is to serve you. So that is where our focus is firmly placed – on your business. If you are a Financial Advisor then this is especially true. We have deep roots in the financial advice sec