Top Wisconsin Financial Services Startups (15)
Tidal Financial Group is a leading ETF investment technology platform, founded in 2012 to create, manage, and grow ETFs with a focus on customer-centric solutions. Our comprehensive platform offers best-in-class strategic guidance, product planning, trust and fund services, legal support, operations support, marketing and research, and sales and distribution. With offices in New York, Chicago, Milwaukee, West Palm and Detroit, our...
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...
Ariel Investments is headquartered in Chicago, with offices in New York City, San Francisco, and Sydney. We serve individual and institutional investors through our no-load mutual funds and separate accounts. Since our founding in 1983, we have been disciplined long-term investors. This defining characteristic is the cornerstone of our investment philosophy, and symbolized by our turtle logo and the firm’s...
Key Mortgage is a full-service financial products provider consistently ranking among the top lenders in Chicagoland. The company has twice been named a Top Employer by National Mortgage Professional magazine and a top lender by Chicago Agent magazine. It has also been recognized for excellence both in Illinois and nationally by Ask a Lender, NAMMBA, and National Mortgage News. Key...
As a national retirement services company, The Retirement Advantage (TRA) provides third party administration and fiduciary services to plan sponsors, financial advisors, wealth managers and businesses of all sizes. Our commitment to providing expert consultation, resources and exceptional customer service has positioned TRA as one of the largest, privately held third party administrators in the nation. We proudly serve more...
MesaBilling makes medical billing easy. *We tailor our services to each provider, streamlining the billing process and improving cash flow. *Our senior accountants and attorneys will be your advocate to maximize your reimbursements. *Using our sophisticated billing software, providers are able to access their financial statistics, update and retrieve patient records, or schedule appointments from any location with an internet connection.
Quest CE is a leading provider of compliance training and technology solutions for the financial services industry. For more than two decades, we’ve helped firms of all sizes, from large broker-dealers and investment advisors to small TPAs and insurance agencies, build, manage, and maintain effective compliance programs. Our solutions include a comprehensive learning management system, robust reporting tools, branch audit management,...
Horicon Bank was founded in 1896 by Daniel C. Van Brunt, the inventor of the grain drill. His manufacturing company was sold in 1911 to Deere & Company, which continues to operate the factory as John Deere Horicon Works, producing consumer products including lawn tractors. Our home office building in Horicon was constructed in 1915, and it is the center...
With the goal of making people’s lives better, it was easy for Tyson Ray and Luke Kuchenberg to team up and co-found FORM Wealth Advisors in 2001. Being close personal friends since childhood, they developed a shared vision to launch an independent, holistic practice that could help clients not only manage their wealth, but to help their clients and their...
At Range Bank we have been committed to our community for over 130 years. We live here. We work here. We are dedicated to meeting all of your banking needs with the kind of attentive, personal service you would expect from a neighbor. We strive to be the bank you deserve and the bank you choose. We are proud to...
Sequoir is a financial technology firm providing Bitcoin trading APIs to power banks, credit unions, fintech, and the Web 3.0. Sequoir is a fully regulated and FinCEN compliant digital asset exchange based in the United States providing integrated blockchain infrastructure with a white-label approach.
100% clean energy across America - that’s our vision. Mosaic makes affordable financing options available to qualifying homeowners — and for the pros, the powerful technology needed to grow their business and encourage the wide-spread adoption of clean energy upgrades. With over 10 years of experience in solar financing, we are a trusted leader prioritizing consumer protections and working to...
“One of 2021’s Next Billion-Dollar Startups.” —Forbes Magazine, October 2021. We founded Titan to set a new standard in investment management: curated, comprehensive and simple-to-use. We aim to reimagine investing—from the very products that are available, to the client experience from beginning to end. Some elements of our offering may be familiar only to the wealthy few such as access to...
Foundation Finance Company (FFC) provides both prime and subprime installment and revolving credit financing for dealers and retailers in a variety of industries including home improvement, windows, roofing, siding, remodeling, HVAC, turf, and water treatment. FFC also purchases and services retail financing portfolios. Dealer enrollment is free: https://foundationfinance.com/dealer-application NMLS #916914
Bank of Luxemburg is proud to be a community bank owned by shareholders in the area. We have years of local decision making expertise, catering to the local communities we serve. We are here for our customers through all stages in life, helping to manage life changing events. Trusted advisors support our customers. Bank of Luxemburg offers both convenience and...
