Personal Finance

Since 1936, Intrepid Credit Union has taken pride in offering its members a complete range of financial products and services that provide convenience and money-saving opportunities. We serve our members at four full-service branches. Additionally, we offer our members the latest in technology as

Zero Day Capital is a Registered Investment Advisory firm, committed to a fiduciary standard for our clients. We are an innovative, client-focused, and forward-thinking firm designed to help individuals and businesses navigate the future of personal finance with confidence.

Our full-service financial team guides closely-held Main Street and Middle Market businesses through critical transactions and transformations, from the most routine through the largest and most complex. Engaging with companies primarily valued at $.5-25 million, Our team provides financial advice t

Credit where it's due. Our mission is to make credit scores that reflect real people. We believe people are diverse, and credit assessment should consider a diversity of data. It’s no longer ok to look at just one data point to assess people. We are more than one number. The Begini score is focus

Warold Brokerage Services est un courtier de référence au Luxembourg et en Europe pour la protection du patrimoine personnel et professionnel des entrepreneurs, cadres dirigeants et membres de conseil d'administration. Nos principes d'intégrité, d'engagement, d'agilité et d'excellence sont les point

SilverWiz is a company which develops finance app for iPhone

Market Advisory Group provides retirement planning by combining the core four services: financial advising, taxes, estate planning, and healthcare. This system allows us to communicate between the services for the benefit of the client. Our financial advisors are fiduciaries, bound to act in the int

If you would like to work with a credit union that understands your unique needs as an individual, not one that treats you like a number, turn to Pathfinder today. Pathfinder offers decades of experience in providing friendly, efficient and effective financial services in Wyoming. We have three phys

Resilient Financial Solutions (RFS) launched in the 3rd quarter of 2024 and is now onboarding a limited number of initial clients. As a Fee-Only Registered Investment Advisor, registered in the state of Tennessee, RFS is led by a retired engineer and project manager with 30 years of federal governme

Lord Clarke’s advisers have more than 90 years’ experience within the financial sector. Serving its clients since June 2011, having been formed from a network regulated firm, Lord Clarke Associates Ltd, which was founded in 2000. During that time the firm has provided holistic financial planning

iGrad, the product owner of the Enrich platform, is a leading financial technology company operating under the Aztec Software family of brands. Our mission centers on academic upskilling, promoting financial literacy, and driving behavior change to empower individuals in their financial journeys. S

8 day evaluations and then 0 day payouts. No minimum trading days to payout up to 90% of your brokerage account earnings.

At Red Five, we envision a world where every business has access to top-notch financial solutions that enable them to thrive in their respective industries. Our mission is to provide our clients with unparalleled financial expertise, personalized service, and innovative strategies that help them ach

BSW Wealth Partners is an authentically independent financial advisory firm that helps Make Life Better, uses Business as a Force for Good, and is Built To Last. BSW is in a category of one. We have no competitors. We actually deliver what most firms emptily promise. We bring our clients much more

GO BOLDLY is the fun & effective way to develop the skills to achieve all of your financial goals. Our mission is to empower people with the knowledge and resources to make informed financial decisions and achieve long-term prosperity – regardless of their background or circumstances.

Finovate Global Pvt. Ltd. is a 100% Made in India fintech company dedicated to providing financial services to billions of Indian users worldwide. Headquartered in Gurugram, India, Finovate Global specializes in products that facilitate real-time money transfers, analytics, monitoring, and more. F

The Independent Boutique Firm Difference: AIM Advisors was founded in 2005 on the principals of providing financial advice and unparalleled service to our clients and community through our professional knowledge, our integrity and our personal service. At AIM Advisors, we help you simplify the dem

Kidfolio is a platform that helps parents facilitate financial savings and investments for their children.

TrustLeaf is an online platform that enables early-stage entrepreneurs crowdfund their ventures through friends and family.

Individual & Business | Tax Preparation & Planning | Accounting & Payroll Weinstein & Schwab, PLLC is committed to developing a trusting relationship with our clients so we can better understand their needs and goals while maintaining integrity and compassion. We are dedicated to providing high-qua

A holistic boutique virtual tax practice. We believe in supporting our clients throughout the year, not just once a year. We believe in supporting you in your journey to safeguard your legacy while continuing to build a brighter future. Remove the feelings of unease and stress surrounding your tax p

Established in 2008, IsraTransfer is Israel's most trusted currency exchange experts. Licensed with the Capital Market, Insurance and Savings Authority, we have been privileged to support thousands of clients move their funds to Israel. Whether clients are looking to purchase a property in Israel

Financial Care Today is a virtual personal finance counseling, coaching and education practice serving individuals, families and organizations. We are particularly fond of working with foreign born individuals/immigrants and first generation Americans as they seek to thrive in the American experienc

Helping people shape their life and legacy. CPCC - CFP® Fiduciary - Independent - Confidential

Launched in 2016 by funeral profession and financial industry experts, Funeral Safe has been created to provide simple, accessible and affordable finance for covering funeral costs. We are regulated by the Financial Conduct Authority (FCA) and governed by an independent supervisory board.

Financial wellbeing for your people.

Halvest is a community backed startup that provides access to global, ethical and Shari'ah compliant investment opportunities for Africans at home and in diaspora. Invest across borders form anywhere in the world. Grow your wealth with Halvest today!

Haven Wealth Planning is a fee-only registered investment advisor providing financial planning services to clients in St. Louis, Missouri and virtually throughout the United States. We believe in the power of taking the time to lead, align, and support your unique goals and values through our thoug

Our mission is to make life easier. We understand that filing taxes can be stressful, time-consuming and even costly. No wonder that hundreds of millions of employees across Europe miss out on their well-deserved tax refund - year after year. To fulfill our mission, we developed a tax app that allo

Halal investing knowledge, scholarship, product reviews and everything else related to helping you build wealth in a halal way.

ClearRoad Financial aims to partner with you in your company’s financial growth—regardless of the stage your company is in. Perhaps you’re looking to satisfy startup needs for bookkeeping and basic financial organization or you need consulting to help scale. Maybe you’re at the stage you’re ready to

Effective retirement planning is about so much more than just investments. A retirement that’s meant to be more requires a more comprehensive approach. That’s why our proprietary, comprehensive retirement planning process includes these five key areas of retirement: income, investments, tax, health

A small dynamic team who are dedicated to helping our clients achieve their financial goals.

Award winning financial planning and wealth management. We offer independent wealth management and financial planning advice, to families, entrepreneurs and retirees wanting a more cautious approach to money management, than that normally offered by the mainstream. Specializing in a more cautious

At Savvy Peacocks we support families to break down the taboo subject of money within the home through a collaborative learning approach for both parents and children. We have an honest, upfront and jargon free approach. We want money to be fun and to move away from the boring, corporate cloak it of

At Sovereign Entrepreneur, we are dedicated to helping entrepreneurs build untouchable wealth without sacrificing their focus on business growth. Founded by Brad Gibb, a former Goldman Sachs analyst turned successful entrepreneur, our team understands the unique challenges business owners face in ma

Orion Wealth Advisors provides independent, fee-only financial planning and investment advisory services to individuals and families. Our goal is to help you live a life that is truly meaningful to you: Successfully pursuing your dreams, comfortably grounded in financial security. We take a diff

A premier luxury car financing company where passion for excellence and a commitment to unparalleled exclusivity define our approach. Specializing in bespoke financial solutions, we meticulously select clients who appreciate the highest standards of sophistication and quality. Our team, driven by

Gifting Sense helps children prepare for all the personal finance decisions that lie in their future - by teaching them how to think before they buy. We do this in free, hands-on, interactive, in-classroom workshops, at schools and community centres, in person or online. What happens in a workshop?

Wealth Potion is a free newsletter and YouTube channel that provides education on the topic of personal finance, macroeconomics and financial markets for busy professionals.

The CIG Experience: Supporting Your Goals Every Step of the Way CIG Capital Advisors was founded with a client-focused culture, following a specific method of proven processes and continuously improving to better align with a client’s changing needs. The result is a holistic wealth management and

Tanglewood Total Wealth Management is an award-winning wealth management firm that has been serving the quietly wealthy since 1979.

Prospect Park provides family offices with bespoke advisory, capital formation, and special situations solutions. Our experienced professionals deliver tailored solutions that help you navigate complex financial landscapes and seize unique opportunities, ensuring your legacy thrives across generatio

We are on a mission to provide the knowledge and tools needed for everyone to live their best lives, build lasting legacies, and inspire future generations.

At the heart of our mission lies an unwavering dedication to making a meaningful difference in people's lives. We are driven by a profound passion for transforming the journey of home ownership into a seamless and rewarding experience. Through our commitment to providing patient, expert mortgage g

Selph Financial Group (SFG) empowers individuals and business owners to build wealth and secure their financial futures. Our experienced advisors provide personalized financial planning, including retirement, investment management, tax strategies, estate planning, and risk management. We focus on cr

Our goal is to redefine investing and provide simple, efficient and personalised wealth management. Thereby, we stay away from market noise and complex products. Our approach to investing is goal-based and focusses on the core and proven principles of long-term wealth creation. We combine technology

Our services: Financial literacy programs: -Personal Finance training/workshop facilitation -Bespoke personal finance online course -One -on -one personal finance planning session -Financial wellness program -Financial markets trainings Investment Community - The Money Wit Club - The Money Wit Ne

Southern Bancorp Community Partners (SBCP) is a certified nonprofit Community Development Financial Institution that provides lending, financial development services, and public policy advocacy in economically distressed communities.

Since 2016, the eIRA team has been dedicated to the provision of automatic rollover IRA services to retirement plan TPAs, advisors, and their employer clients. eIRA was established by a group of retirement plan third-party administrators who possess a comprehensive understanding of the challenges a