Top Scottsdale, AZ Financial Services Startups (30)

Amplify’s cloud-based, integrated platform is purpose-built for financial advisors and firms ready to leave inefficiency behind. From onboarding and trading to compliance and reporting, Amplify brings the tools you need together in one scalable, seamless solution—so you can focus on growing your business. Our platform doesn’t just simplify tasks—it transforms how you work. By connecting and integrating data from multiple systems...

We work with carefully-selected financial advisors who embrace our client-centric philosophy of doing what's best for the consumer. Quantum is the next evolution in advisor partnership. The pillars of our partnership are built on integrated business development, advanced planning, insurance platform, strategic marketing, and streamlined operations. Discover the possibilities: 800.440.1088. ©The Quantum Group, USA, LLC. In CA, d/b/a Quantum Distribution & Insurance...

THE ENTREPRENEUR'S VIRTUAL FAMILY OFFICE® WE HELP MILLIONAIRES THINK LIKE BILLIONAIRES! As ADVISOR TO THE ENTREPRENEUR®.... We Are Dedicated To Getting You The Most Out Of Your Wealth… So You Can Focus On Your Business, Your Family, and Your Extraordinary Life. Important Disclosure Information: Dew Wealth Management, LLC (“Dew”) is an SEC registered investment adviser located in Scottsdale, Arizona. Dew may only transact business in...

The Van Tuyl Companies is the enterprise overseeing the business interests of the Van Tuyl family. It engages in a broad range of investment activities including public and private securities and real estate development. The Van Tuyl Companies’ strength is its people, resulting in a culture of integrity, entrepreneurial spirit and sound business discipline.

Kenon Group Consultants is a world-class provider of full back-office, technical accounting, and financial reporting services in the Renewable Energy Industry. We pursue a high standard of efficiency, resiliency, and professional integrity in all services that we provide. We never miss a deadline and with our support, neither will you.

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

Eventus Advisory Group is a CFO-services firm that provides finance and accounting expertise and capital advisory services to small and medium-sized companies, both public and private. Our mission is to complement the core competencies of our clients with valuable corporate finance expertise and to provide avenues for financial resources. We help our clients meet their internal financial reporting needs, as...

Dovly is all things credit, all in one place, for all Americans. We are the first automated credit engine that fixes, manages, and maintains credit scores. With our proprietary algorithms and direct integrations with the credit bureaus, we pride ourselves on helping members remove errors from credit their reports, monitor credit, and get ahead of problems quickly, easily, and efficiently....

Johnson Goff & Company PLLC was formed in 1976 in Scottsdale, Arizona. We have helped many individuals and small businesses succeed over the years and would welcome the opportunity to serve you also. We know that many people associate CPA or Accountant with the word Tax, however, we do so much more. Looking at the entire picture of your personal...

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...

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...

Headquartered in Scottsdale, Arizona with an office in New York, martinwolf is a leading M&A Advisory firm focusing exclusively on the mid-market IT industry. Our team features a diverse staff of principals and senior bankers, many of whom are themselves experienced owner-operators and technology executives from around the globe. We are uniquely poised to advise our clients on their many...

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

Hypur provides banking and payment technology that empowers commerce in highly-regulated and cash-intensive industries. We help financial institutions serve their communities by enabling them to compliantly and profitably provide financial services to under served markets like money service businesses and cannabis businesses. Our bank compliance tools bridge the gaps between traditional banking systems and the unique regulatory demands of highly-regulated and...

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...

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...

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...

WeMortgage provides the best mortgage products at the best rates and with the lowest cost possible to fit our customers’ needs. There is no mortgage too big or small. There is no credit challenge that we will turn away. Best of all, we charge NO FEE's

Dash is an open-source project that delivers safe decentralized financial solutions. The Dash Project Team builds and maintains an innovative decentralized payment network which acts as the core of an ecosystem of engaged consumers, merchants, and service providers. This network provides users with a private, fast, and fungible digital currency that’s as easy to use as cash, credit cards or...

Equity Methods provides valuation, financial reporting, and human resources advisory services related to equity compensation and other complex securities. At Equity Methods, we believe in the power of equity-based compensation to advance a company’s strategy. We tailor reports and the processes that produce them to your specific award type, compliance objectives, reporting requirements, and systems. Since 1998, we have assisted 29...