Top Phoenix, AZ Financial Services Startups (58)

Yrefy, LLC is a national specialty consumer finance lender, focusing explicitly on distressed private student loans. Our proprietary credit and risk tolerance model allows us to lend to the underserved, lower credit tranches. With Yrefy, student borrowers achieve financial independence and realize their financial goals.

We are a team of dynamic, enthusiastic, and service-oriented individuals who want to make banking and mortgages easier for you. With our upcoming digital banking and mortgage-lending platforms, we're confident you'll feel right at home with the new Cornerstone Capital Bank. Cornerstone Capital Bank, SSB, Member FDIC, NMLS ID# 2258 (www.nmlsconsumeraccess.org) 1177 West Loop South, Suite 700, Houston, TX 77027 The Roscoe State...

At GoldBook Financial, we strive to form a long-lasting relationship with you and serve as your financial advocate. We customize our services to meet your personal needs, as well as those of your family or your business. We can provide you with the tools to maximize your resources and help you meet your financial goals. We are committed to the places...

The financial empowerment platform for SMBs. ZayZoon improves productivity, employee retention and recruitment. It is a powerful corporate social responsibility tool and financial wellness program. How we do it? We transform how and when employees are paid. ZayZoon provides Wages On-Demand so employees can access to their earned wages before payday, and a financial wellness platform that teaches employees how to use...

Unlock helps everyday American homeowners that have been left behind by the traditional home and finance system. While there are many ways to tap home equity, a home equity agreement (HEA) from Unlock is unique because it was designed to help families solve their financial challenges, and in doing so help them live more successful financial lives

Griffin Funding, Inc., is a consumer-direct national boutique mortgage company. We specialize in VA Loans, Self-Employed Non-QM Bank Statement Loans, and DSCR Real Estate Investor Loans. Call us today for a free consultation 855-928-0163. Visit our webpage for full list of state licensing. NMLS# 1120111 We are honored to be able to serve our Veterans across the country and help them...

Wealth.com is the industry’s leading AI-powered estate and tax planning platform, empowering thousands of wealth management firms to modernize how planning guidance is delivered to clients. Purpose-built for financial institutions, Wealth.com is the only tech-led, end-to-end platform that enables firms to scale estate and tax planning with efficiency, consistency and measurable client impact. Trusted by some of the largest names in...

Core Bank is a full-service community bank offering a comprehensive menu of products and expertise for personal and business banking, including construction lending, wealth services, and mortgage.

Welcome to ATLAS Advisors That Listen And Serve We are a regional professional services firm with services in Accounting, Tax, Audit, Consulting, Business Valuation, Insurance, Financial Services, Marketing, Human Resources, IT and more! We seek to provide a holistic approach of services to our clients to help them achieve their goals in business and life. We service clients all of the globe. We...

Allworth Financial is an independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning. Allworth delivers long- and short-term investment planning solutions and advice to help clients achieve their goals and plan strategically for retirement.

Concord is a full-scope loan servicer delivering compliant, flexible, and scalable portfolio servicing solutions to meet the demands of loan originators and capital providers – and their customers – in multiple asset classes. For over three decades, Concord has delivered award-winning financial technology and support for unparalleled efficiency, accuracy, and flexibility. Concord serves clients globally and operates facilities in the...

The Cornerstone Advisors team defines success by how well we improve the strategies, technologies and operations of our clients – and how well this translates into improved financial performance. Having worked with hundreds of national and international financial institutions, Cornerstone professionals have developed an expertise in how banks and credit unions operate and the best practices that enable high performers...

Nova 401(k) Associates provides third party administration services for 401(k) plans and actuarial services for defined benefit and cash balance plans. In this dog-eat-dog world, we give clients and financial advisors the resources and knowledge they need to make informed decisions and run retirement plans successfully. At Nova 401(k) Associates, we understand your 401(k) plan is a small part of your...

eBacon is a software company that focuses on certified payroll and fringe benefit management for the construction industry. Our software solutions combine time tracking, fringe management, payroll and certified reporting to help contractors and subcontractors avoid risk and become more profitable. We design and develop all of our own software and applications. Because we have our own advanced inhouse development team,...

American Title Service Agency serves home buyers and sellers, real estate professionals, loan originators and servicers, commercial property professionals, home builders and others involved in residential and commercial property transactions with products and services to suit their needs. American Title Service Agency was established in 2004 with primary offices in Scottsdale, Arizona specializing in lender escrow servicing. In October of 2007...

Crewe Advisors is a multi-family office, operating as a fee-based independent SEC Registered Investment Advisor. Teams work with limited amount of clients ensuring a low client-to-professional ratio, allowing a great deal of focus and attention to each client family. Crewe’s team of professionals represent complementary skill sets and experience across multiple disciplines. The multi-family office provides similar benefits afforded to...

Uplinq AI is revolutionizing bookkeeping for small businesses through advanced artificial intelligence. Our platform eliminates the complexity and time-drain of financial management, allowing entrepreneurs and small business owners to focus on what matters most—growing their business. Designed specifically with small businesses in mind, Uplinq AI seamlessly integrates with existing financial systems to automate data entry, categorize transactions with remarkable accuracy, and...

BillingTree is a payment technology company that helps organizations get paid using a variety of payment channels.

.A financial technology firm, MiCamp Solutions is a trusted, worldwide leader for secure payment processing solutions. Whether companies are looking for a new, disruptive global processing platform or machine learning algorithms to reduce fraud, we have extensive expertise, strong partnerships, proven technologies and decades of experience to make it happen. The core principles of MiCamp Solutions are to be elite, competitive, reliable,...

equipifi is the leading Buy Now, Pay Later (BNPL) platform for financial institutions in the United States. Their white labeled solution is designed to align with consumer purchase habits, payment preferences, and financial goals. The equipifi platform seamlessly integrates with leading banking cores and digital banking platforms to deepen customer engagement, grow market share, increase revenue, and provide a single...