Top Atlanta, GA Financial Services Startups (53)
The Annuity Expert is an online insurance agency specializing in annuities and various insurance-related products. We are committed to providing our customers with the best possible service and products available. Our team of experts is here to help you find the right annuity for your needs and will work with you to ensure that you are satisfied with your purchase.
Windham Brannon is a recognized leader in providing assurance, tax, and advisory services to clients both nationally and globally. Our mission is to create exceptional outcomes for our clients and our people, offering more than just technical insight you would expect – we offer more proactivity, more attention and more investment into goals and priorities. Our best-in-class professionals are responsive...
We are a group of investment advisors that believes wealth should provide opportunities, not anxiety. That’s why we’ve spent the last 25 years helping individuals and families achieve confidence and peace of mind with their finances so they can enjoy the life they love. At Buckhead Capital Management we will guide you to the right investment strategy and expertly manage your...
VIVA Finance powers a mobile-first lending platform that offers loans underwritten primarily based on employment information, rather than credit history. VIVA’s mission is to build an inclusive financial system by expanding access to affordable credit through its alternative underwriting model. Launched in early 2019, thousands of individuals have utilized VIVA's loans to refinance expensive debt and cover a variety of...
Action Capital Corporation has been a leading provider of working capital financing to small and medium sized businesses across the U.S. since 1959. Providing receivables based lines of credit of up to $7 million, we are more aggressive and flexible than traditional funding sources and provide a greater access to capital.
GROUNDFLOOR is the first and only private real estate lending marketplace open to non-accredited investors. Before GROUNDFLOOR, only accredited investors had access to the diversification, risk-adjusted returns & control available via private market investments. GROUNDFLOOR opens the door to short-term, high-yield returns backed by real estate. We bring together individual investors looking for short-term lending investments and borrowers looking for...
Payrix is on a mission to be the global leader in embedded payments for vertical software businesses. We are committed to giving our clients more freedom and peace of mind with a proven solution that helps eliminate friction, unleash their possibilities with new revenue, and make their customers’ lives easier. Payrix clients including Real Green Systems, Storable, Perfect Gym, SimplySwim...
At The Piedmont Group, we help you achieve your financial goals. We learn what is important to you, design financial solutions to help get you to where you want to be, and help you implement those strategies. We also keep a watchful eye as life unfolds to help make sure you remain on track for financial success. Headquartered in Atlanta, Georgia,...
First Performance Global delivers a feature-rich platform that augments card transaction data in real-time and enables card issuers and processors to reduce fraud and operational costs, create new revenue streams, and increase customer satisfaction and loyalty.
Access Point Financial (APF) is a direct hospitality lender that provides bridge, capex, construction, mezzanine, preferred equity and permanent financing to qualified hoteliers throughout the United States and Canada. Our loan programs are flexible and are typically used for acquisition, refinance, construction take-out, renovations or brand-mandated PIPs, and value-add transactions, such as asset repositioning, hotel conversions and ground up construction....
Neuravest empowers asset managers across the globe striving to deliver superior fund performance by applying machine learning and data science to portfolio construction and management. Launched in 2021 as a successor to Lucena Research, Neuravest takes AI-based investment insights and decision support to the next level by designing and delivering both pre-configured thematic portfolios as well as bespoke investment models...
WealthMD was founded by Seth Cohn and Scott Varon. Originally college friends, they reconnected in 2002 as seasoned financial services professionals and quickly discovered they had similar financial philosophies. Years before they went into practice together, Seth had seen firsthand that doctors received little education on personal finances and efficient practice management. As Seth and Scott joined forces, they continued...
Welcome to Pareto Solutions Group Pareto Solutions Group is headquartered in Atlanta, GA. Consulting, Project-based Staff Augmentation and Direct Hire “Permanent” Placement are the core of our services. Whether you need an expert team of consultants for a project, or you need to hire someone directly and require a professional search, we can be a unique business partner in either arena. We...
HLB Gross Collins, P.C is an Atlanta-based full service certified public accounting and consulting firm that has been providing excellence in client service for over fifty years. Serving clients both locally and around the globe, the firm offers tax, auditing and assurance, business consulting, valuation, estate and personal financial planning, and international services. Through its affiliation with HLB International, the world’s...
Bluefin specializes in encryption and tokenization technologies to secure PII, PHI and payment data upon entry, in transit and in storage.
The Minority Tax Pros Association is dedicated to helping individuals become successful entrepreneurs to better their lives and community. By joining the organization you will have access to a large client base, the best resources, training, marketing, support and software. We aim to help you grow as a tax professional, credit specialist and client services provider. We help you create...
CRIF Select Corporation has the pleasure of serving some of the most successful financial institutions and auto dealerships in the country. CRIF Select combines innovative technology, services and consulting to enable clients to be leaders in the the indirect lending industry. This is achieved with knowledgeable and passionate people, strong partner cooperation and long-term interactive client relationships. We specialize in helping...
At Capital Investment Advisors (CIA), we strive to help clients reach their financial and retirement goals by focusing on our specialty: Income Investing. We are a fee-only financial advisory and portfolio management firm based in Atlanta with offices in Florida, Colorado, and Arizona that provide our clients with a full range of financial advice centered on portfolio management. Since 1996,...
Thesis* is a crypto venture studio behind Fold, Threshold (aka Keep) Network, tBTC, Saddle, and Tally Ho! We’re a fun, down-to-earth, fast-paced, highly collaborative, and fully remote team. We are a cryptocurrency venture studio whose mission is to empower the individual. We seek, fund, and build products and protocols in cryptocurrency and decentralized businesses that enable personal empowerment. Our projects include...











.jpeg)























