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Real Estate • Financial Services
Seattle, WA, US
42 Employees

Buy shares of rental homes, earn passive income, and let Arrived take care of the rest. Our mission is to help people achieve financial independence to support the lives they want to live. We believe in long-term investing in assets that can deliver passive income and value growth. Residential real estate has been one of the best long-run investments in modern history, but potential operational headaches and larger upfront financial commitments prevent many people from participating. That’s why we’re building a new model for real estate investment that makes it easier for people to start their journey today. We're Hiring! Find our open roles here: https://arrived.breezy.hr/


Financial Services
Des Moines, IA, US
1,456 Employees

Principal Global Investors’ single purpose is empowering individual investors, institutions, and business professionals to reach their financial goals. With our multi-boutique platform, clients can access independent investment specialists and philosophies to create customized solutions that fit their evolving investment needs. Follow us to tap into insights and updates on how your world connects with investments, capital markets, and economic events. To obtain a prospectus, download online: https://www.principalfunds.com/prospectus Investing involves risk, including possible loss of principal. Principal Funds are distributed by Principal Funds Distributor, Inc. Information that is provided by Principal Global Investors is for informational purposes only and should not be considered as investment advice or a recommendation to invest in any particular security, strategy or investment product. Principal Global Investors is not engaged in rendering any tax, legal or accounting advice. Please consult with a qualified professional for this type of advice.


Financial Services
New York, NY, US
61 Employees

Founded in 2015, Cindicator builds analytical and trading products for stocks and crypto based on ‘Hybrid Intelligence’, which combines data from thousands of users and AI. Resulting indicators are available on Bloomberg terminals and in strategies by Stoic, an automated trading app that outperformed BTC and crypto benchmarks and is connected to accounts with nearly a hundred million dollar worth of crypto.


Fintech • Financial Services
Hillsboro, OR, US
1,243 Employees

Unlike banks, we exist to serve our members, not to make a profit. Instead, we put our time, money, passion, experience, smarts, elbow grease and whatever else we can muster up to work for our members, employees and communities. It’s our secret weapon that turns promises into action: investment in you. We’re committed to helping you go further with your money at every stage of your life. At more than 540,000 members, we serve the world’s most forward-thinking companies, including HP, Microsoft, Amazon, Nike and more. So follow us at First Tech and start investing in you.


Financial Services
San Francisco, CA, US
11 Employees

Insto facilitates automatic billing for recurring services and installment plans with two core products, Insto and Insto+. Insto enables independent professionals and freelancers--personal trainers, tutors, graphic designers, and more--to bill their customers on a periodic basis, automatically. Insto+ empowers individual sellers and small businesses to offer interest-free installment plans without turning to expensive loans. Founded in 2013 with offices in San Jose and Taipei, Insto brings Taiwan’s burgeoning entrepreneurial spirit to Silicon Valley’s established startup community. Insto is supported by notable angel investors and will continue striving to disrupt the status quo of traditional finance.


Financial Services
New York, NY, US
7 Employees

Kilter Group is an independent, innovative financial services firm at the forefront of the industry. We offer comprehensive financial management in the areas of wealth management, insurance advisory, investment and alternatives advisory, business advisory, tax planning, retirement planning, business exit planning, as well as wills, trusts and charitable planning. We are committed to providing our clients the strategic planning, education, and support that enables them to meet their full financial potential. Kilter Group offers a collective of distinguished, passionate, and principled financial strategists, who mastermind and organize your entire financial life, delivering you prosperity and peace of mind. We work with professionals spanning diverse industries, to ensure they reach their financial goals through a bespoke approach to wealth optimization.


Financial Services
Louisville, KY, US
28 Employees

Venture First is a boutique financial services group focused on empowering entrepreneurs. At its core, our team believes that innovation is the cornerstone of a healthy economy and an improving society. Venture First works tirelessly to provide innovative companies and their investors with the financial and strategic tools to be successful. Its professionals have worked closely with hundreds of cutting-edge companies and have considerable experience working with technology and healthcare companies. Venture First was established in 2009 and headquartered in Louisville, Kentucky. After working extensively with early and growth-stage companies as an investor, advisor, and operator, founder and CEO John Shumate identified a need for high-end valuation and analytics services at reasonable price. With the belief that small companies operating on a shoestring budget deserve the same sophisticated financial services as their larger counterparts, John set out to develop a superior technology platform and analytical bench that could deliver Wall Street quality services at Midwest prices. The result is a specialty financial services firm that caters to high-growth venture-backed companies from Silicon Valley to Research Triangle Park. By leveraging its proprietary set of rapid-fire analytical tools and combining a vast array of quality data, Venture First’s team delivers market-leading services at prices that accommodate most budgets.


Financial Services
Gainesville, GA, US
21 Employees

For over 20 years, JT Stratford has helped individuals just like you plan for their financial future. Today, JT Stratford, LLC, an SEC registered investment advisory firm, is one of the premier financial planning and investment management firms in the Southeast. The firm provides innovative investment management and employee benefit solutions to individuals, corporations, and institutions. Contact us to speak with an advisor, or visit our website - www.jtstratford.com - and see how easy it is for you to get started. Securities are offered through Silver Oak Securities, Inc. Member FINRA/SIPC. Investment Advisory Services are offered through JT Stratford, LLC. JT Stratford, LLC and Silver Oak Securities are separate entities.


Consulting • Financial Services
San Jose, CA, US
168 Employees

Our Firm Effectus Group is an accounting advisory consulting firm headquartered in the San Francisco Bay Area. Our firm is comprised of former PwC, D&T, EY, and KPMG alumni and former public company finance executives. Our professionals have advised the accounting, finance, and corporate development teams of the world’s most exclusive companies. How We Are Different With so many consulting firms that all claim to do the same thing, does it really matter which firm you choose to engage? We know that it matters and we will show you how Effectus Group is different than all other firms you have worked with.


Financial Services
Cleveland, OH, US
108 Employees

Clearstead is an institutional and private client advisory firm that is relentless in providing solutions so our clients can exceed their aspirations, and build stronger legacies for their families, their communities, and themselves. We provide objective financial leadership through our fee-only advisory model. We do not offer proprietary products and receive no commissions from the investments we recommend: our only source of revenue is advisory fees we receive for financial advice. Our objectivity is central to the effective service we provide our clients.

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Fintech • Payments • Software • Financial Services
3 Offices
900 Employees
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Artificial Intelligence • Enterprise Web • Fintech • Software • Financial Services
8 Offices
30 Employees
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Fintech • Financial Services
2 Offices
1400 Employees
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Fintech • Mobile • Social Impact • Financial Services
New York, NY, US
99 Employees
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Fintech • Financial Services
8 Offices
1825 Employees
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Big Data • Fintech • Information Technology • Business Intelligence • Financial Services • Cybersecurity • Big Data Analytics
38 Offices
13000 Employees
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Information Technology • Professional Services • Retail • Software • Consulting • Financial Services • Agriculture
14 Offices
2000 Employees
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eCommerce • Fintech • Hardware • Payments • Software • Financial Services
15 Offices
12000 Employees
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Fintech • Mobile • Payments • Software • Financial Services
12 Offices
6000 Employees

Fintech • Payments • Software • Financial Services
New York, New York, US
27 Employees

Automating finance for builders and remodelers. Bills, receipts, free payments, budgets, invoices, draws - everything synced with QB.


Fintech • Financial Services
Chicago, IL, US
91 Employees

Capital Markets Gateway (CMG) is a financial technology firm that is modernizing the equity capital markets (ECM). CMG connects investors and underwriters via a neutral platform that delivers integrated ECM data and analytics, unrivaled transparency, and workflow efficiencies. Providing a digital system of record for firm-wide deal activity, CMG helps clients make more timely, better-informed decisions. Launched in 2017 by a team of ECM practitioners, the CMG platform is currently relied upon by nearly 100 buy side firms representing $12 trillion in AUM and 15 investment banks.


Financial Services
Miami, FL, US
56 Employees

Bci Miami is the US branch of Banco de Credito e Inversiones, a Chilean bank that has been for more than 75 years in the market. The Branch was founded in 1999 and was the first step of Bci’s strategic plan for internationalization. Our mission is to accompany our Chilean and Latin American customers in their international businesses, as well as their globalization process, specially in the US. Through our customer-centric service and an highly experienced team we serve and advise personal and corporate clients, mainly from Chile, Peru, Colombia, Mexico, Brazil and the United States. We offer a wide range of banking products and services, including time deposits and transactional accounts in major currencies, cash management, Online Banking, credit lines, foreign trade services, factoring, and Forfaiting, among others. For more information please visit the Corporation’s website Bci.cl


Fintech • Financial Services
2 Offices
29 Employees

Securities offered through American Portfolios Financial Services, Inc. (APFS), Member FINRA, SIPC. Advisory services offered through American Portfolios Advisors, Inc. (APA) and/or Novem Group, SEC-Registered Investment Advisers. Novem Group is independent of APFS and APA. Please refer to your representative’s FINRA BrokerCheck for firm affiliations. Any opinions expressed in this forum are not the opinion or view of Novem Group, APFS, or APA and have not been reviewed for completeness or accuracy. Any comments or postings are for informational purposes only and do not constitute an offer or a recommendation to buy or sell securities or other financial instruments. Readers should conduct their own review and exercise judgment prior to investing. Investments are not guaranteed, involve risk, may result in a loss of principal, and are not suitable for all types of investors. Past performance does not guarantee future results. (PMR29153 7-19-21)


Financial Services
Edina, MN, US
49 Employees

Proud to call Minnesota home, Fidelity Bank of Minnesota is independently owned and operated, providing financial services to businesses throughout the Twin Cities metropolitan area. Our focus is on small to mid-sized clients, and we invest in their business success and growth. We take a genuine interest in our clients’ business banking goals, and by getting to know them well, we can often anticipate their business needs rather than reacting to them. This approach allows us to use our extensive industry experience to provide the best financial advice now, as well as taking our clients’ best interests in the future. Our dedication makes us a bank that’s ahead of the curve — a bank that’s continually asking: “What’s next?” When clients work with us, they work with people, not automated systems or organizational layers — people who are genuinely interested in the vision our clients have for their business. People who make decisions quickly, get things done, and have a proven business banking track record. At Fidelity Bank, we want to be the partner that our clients need to help their businesses succeed. Member FDIC • Equal Housing Lender • Equal Opportunity/Affirmative Action Employer.


Financial Services
Raleigh, NC, US
33 Employees

The all-in-one funding, banking, and funding application—reimagined for ecommerce businesses.


Financial Services
Dallas, TX, US
22 Employees

Sycamore Tree Capital Partners, L.P. is a value-oriented, durable-alpha investment firm specializing in alternative credit. Founded by industry veterans Mark Okada, Trey Parker and Jack Yang, the firm has deep experience across economic and market cycles. Headquartered in Dallas, TX with an office in New York City, the firm’s investment expertise includes bank loans, high yield bonds, structured credit and special situations. Sycamore Tree Capital Partners, L.P. is committed to a strong trust-based culture that embodies the following key principles: client-focus, teamwork, excellence, integrity and humility.


Financial Services
2 Offices
12,560 Employees

Every year, the infrastructure that powers our homes, transports our products, heals our loved ones, and keeps our societies moving forward needs a trillion dollars more investment than it gets. GE Capital wants to change that. We believe industry and finance have to speak the same language if you’re going to drive the kind of progress the world needs now. We believe our people understand exactly what it takes to make the world work better every day, everywhere, for everyone. And we believe GE’s vision is best served by a business that knows the complexity, risk and potential of everything we offer customers — because we don’t only build it, we finance it, too. It’s more important than ever that the industries sustaining our lives get the support they deserve. At GE Capital, we use the scale, intelligence and sheer inventiveness that’s in our DNA to do just that — whether it’s being the partner of choice for the first world or developing opportunities for the emerging world, we have the talent and the capability to make a better world anywhere we invest. And that’s why GE Capital is different. We’re more than a product or service. We create relationships that support the growth of every customer with whom we partner. We’re a team of the brightest minds in finance – with unmatchable expertise in the industries that matter most. And we’ve got plans for the future. The new GE Capital is aligned with GE’s industrial businesses to bring customers cutting edge financial solutions as our company continues to build, move, power and cure the world. The world we live in today, the world we want to live in tomorrow and the world whose possibilities we’re only just imagining. GE Capital.


Software • Financial Services
New Haven, CT, US
17 Employees

In December 2021, Continuity was acquired by Mitratech. Mitratech is a proven global technology partner for corporate legal, risk & compliance, and HR professionals seeking to maximize productivity, control expense, and mitigate risk by deepening operational alignment, increasing visibility, and spurring collaboration across their organization. Continuity is the recognized RegTech leader, providing compliance management solutions that create a competitive advantage for our clients. We combine our RegTech expertise with technology to deliver RegTech solutions that provide measurable value and satisfaction to our stakeholders. With ever-increasing regulatory change, managing compliance is now a significant part of a financial institution’s cost structure. It doesn’t have to be this way. Continuity provides a combination of technology, expertise, and leadership designed to make compliance a seamless part of how your institution does business. We guide you through a strategic plan to convert your existing compliance management processes into automated solutions, lifting the compliance burden to allow you to work smarter and faster—flawlessly. Continuity is a leading provider of Regulatory Technology (RegTech) solutions that automate compliance management for financial institutions of all sizes. By combining regulatory expertise and cloud technology, Continuity provides a proven way to reduce regulatory burden and mitigate compliance risk at a fraction of the cost. Our solutions are designed to automate all aspects of compliance management, from interpretation of regulatory issuances through intuitive task delegation, vendor management, and board reporting. Continuity serves hundreds of institutions across the United States.


Insurance • Financial Services
Boca Raton, FL, US
26 Employees

Company Overview Squeeze is changing the way consumers save money on their household bills. Combining unique technology and a team of experts, we offer our customers real-time quotes and offers on the services they need like auto insurance, internet and more. For many people, as much as 50% of their budget goes toward paying these types of bills. We want to alleviate the financial squeeze so many are feeling in paying these. Saving money on household bills just got a lot easier. Squeeze Insurance holds licenses in 49 states. Squeeze Mortgage, LLC | NMLS #894363 Nmlsconsumeraccess.orgsqueeze.com | (877) 377-8339