Top Scottsdale, AZ Financial Services Startups (36)

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...

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...

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...

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...

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...

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...

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

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.

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...

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...

JR Capital aims to unlock growth for businesses across the United States by providing timely, custom-tailored equipment financing and strategic working capital solutions.

We believe in small businesses and the people who grow them. In fact, our mission at Credibly is to be the best small business lender. To make that happen, we leverage cutting-edge data science, technology, partner relations, and customer support to provide business owners with faster access to right-sized capital solutions. From working capital loans to merchant cash advances, we offer a...

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...

Laffer Tengler Investments* is a talented team of professionals that takes a strategic, data-driven approach to managing your assets. That kind of thinking builds better, stronger portfolios—and helps us focus on the best possible outcome for you. Our approach is simple—you work directly with our most experienced professionals. Here, you have direct access to our CEO, Chief Investment Officer, and Portfolio Managers,...

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...

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...