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Financial Services
San Francisco, California, USA
43 Employees

Founded in 2006, TRUE is a leading RIA (Registered Investment Advisor) for extraordinary individuals like athletes, entertainers, entrepreneurs, lottery winners and inheritors. We are a dedicated partner to guide our clients in building generational wealth today, tomorrow, and in the future. TRUE was built with the purpose of guiding these extraordinary individuals and their families to financial security and generational wealth.


Financial Services
2 Offices
3,759 Employees

Millennium is a global alternative investment management firm, founded in 1989, which manages $54.9 billion in assets. We seek to pursue a diverse array of investment strategies across industry sectors, asset classes, and geographies. Our four primary strategies are RV Fundamental Equity, Equities Arbitrage, Fixed Income Strategies, and Quantitative Strategies. Millennium was founded on the belief that innovation and results come from empowering talented, independent-minded individuals. To us, success is the combination of drive and discipline. See our community guidelines at: mlp.com/guidelines


Financial Services
Cincinnati, Ohio, USA
14 Employees

Our full-service financial team guides closely-held Main Street and Middle Market businesses through critical transactions and transformations, from the most routine through the largest and most complex. Engaging with companies primarily valued at $.5-25 million, Our team provides financial advice to help owners and their teams keep the enterprise running optimally for compliance, performance, organic growth, acquisitions and/or divestiture. Our Team brings more than 60 years of combined industry experience to bear on each engagement. Partners Todd Pfister and Tom Paquette, who’ve worked together for nearly 20 years, co-founded the firm in 2013. Today, TP4 is known regionally for always having each client’s best interests at heart, maximizing value for them and providing an exceptional level of financial advice and personalized service. As hands-on principals, Todd and Tom align TP4’s priorities with yours, uncover key drivers, build your roadmap, and execute with precision and heart. We provide demonstrated expertise and results in five key areas of financial advice and execution: - Day-to-day Bookkeeping - Accounting Controllership - CFO Guidance - Business Valuation - M&A Services. We have a track record of working well with our clients and their other advisors. Additionally, we leverage our excellent relationships with many of the region’s top bankers, attorneys, financial advisors and consultants to ensure you get the type and level of expertise you require. We’re proud of our close working relationship with clients and colleagues. Here’s just one example: Tom Paquette is a most trusted business advisor for me and my company. He brought discipline to our daily bookkeeping and accounting activities, tremendous value in the reporting and compliance effort, and true vision to help guide strategic decisions for our success and our future. – Bob Chiricosta, CEO,


Financial Services
New York, New York, USA
124 Employees

FundApps provides automated compliance monitoring services to financial institutions, including some of the world’s largest asset managers, hedge funds and investment banks. FundApps is used to monitor over $14 trillion in client assets every day. FundApps tackles the three biggest issues many compliance teams face when determining their responsibility to disclose: keeping track of international regulation, interpreting it correctly and accurately aggregating exposure across portfolios. Our services: Shareholding Disclosure (major shareholding / beneficial ownership, short selling, takeover panels), Position Limits (exchange-based limits, with data sourcing and netting & aggregation) and Sensitive Industries (pre-approval and post-notification limit monitoring, and hard-stop and issuer-specific limits). We deliver a managed service to our clients, pairing innovative technology with legal knowledge from our dedicated team of compliance experts. Our compliance experts stay up-to-date with over 400 rules in 100+ jurisdictions, providing rules and legal content that let our clients make disclosures faster and more accurately than ever before. Yearly upgrades, server costs and maintenance fees for traditional software are all made redundant with our single yearly subscription fee and seamless, daily updates mean clients are always using the latest and greatest version of our service. We've received multiple awards for our innovation, including being listed in the FinTech50 (50 most ground-breaking FinTech start-ups in Europe) two years in a row. We’re also a member of TechCity UK’s FutureFifty, an industry group containing 50 of the UK’s most disruptive and promising technology startups. FundApps is always looking for talented people, so if you'd be interested in working for a bleeding-edge RegTech company then have a look at our open positions at: http://www.fundapps.co/about-us/join-our-team


Financial Services
Cleveland, Ohio, USA
13 Employees

In March of 2018, Western Reserve Trust Company was granted its charter from the State of Ohio as a non-depository bank to engage primarily in the personal trust business. Western Reserve was formed by three veteran trust and estate lawyers who saw a growing demand from their affluent clients and their families for a client centric trust company headquartered in the Midwest. Located in Cleveland, Ohio, Western Reserve provides trust and estate services, along with a variety of family office services, all of which are specifically tailored for each client relationship. Western Reserve does not provide investment management services but instead works closely with registered investment advisors, large banks and broker dealers to obtain those services for its clients. Western Reserve and its employees believe clients want and deserve a traditional personal relationship with their trustee that is based on experience and a long history and deep knowledge of the family, one that can evolve as its clients’ needs change over time.


Fintech • Payments • Financial Services
4 Offices
2,748 Employees

We’ve been at the forefront of trading innovation since 1974, taking on the challenge to deliver an unmatched experience for our clients and raise the bar for tomorrow’s opportunities. Today, we’re a global fintech company incorporating the IG, tasty, IG Prime, Spectrum and DailyFX brands, with a presence in 18 countries across five continents – Europe, North America, Africa, Asia-Pacific and the Middle East. We’re an organisation of positive problem-solvers, united and inspired by our purpose, which is to power the pursuit of financial freedom for the ambitious. Our award-winning products and platforms empower go-getters the world over to unlock opportunities around the clock, giving them access to over 19,000 financial markets. Today, more than 400,000 clients call IG Group home. IG Group Holdings plc is an established member of the FTSE 250 and holds a long-term investment grade credit rating of BBB- with a stable outlook from Fitch Ratings


Financial Services
New York, New York, USA
77 Employees

Hum Capital is turning the tables on the traditional fundraising process. We believe that there’s a better way for companies to access the capital they need to grow, and for investors to find signals in a noisy market. Fundraising that’s efficient, transparent, and data-driven. Hum Capital is a funding platform that connects great companies with the right capital, engineered to value a company’s potential over social proof, and performance over vanity metrics. We help private companies get the clearest picture of their value, and match them with the best source of capital for their business. We’re building a world where potential is unconstrained by access to capital.


Financial Services
West Jordan, Utah, USA
156 Employees

Cyprus Credit Union is a not-for-profit cooperative started in 1928 by 22 Kennecott Copper Company employees. Cyprus Credit Union is the oldest active credit union in Utah and started with assets totaling less than $100.00. Our founders set out to promote thrift among members by affording a convenient means of saving and to loan funds to members for productive purposes. Today our branch network stretches along the Wasatch Front from Davis County to Utah County with 19 locations to serve the needs of the 105,000 plus members we serve. Our organization’s success is dependent upon placing the right people in the appropriate positions at the right time. We seek to hire the best and brightest employees to serve our members and improve our organization as we move forward into the future. Cyprus Credit Union was named one of the best credit unions to work for in 2020


Artificial Intelligence • Fintech • Financial Services
Orlando, Florida, USA
14 Employees

Abe.ai (an Envestnet | Yodlee solution) builds artificial intelligence (AI)-powered virtual assistant products & infrastructure for the finance industry. Financial institutions of every size--from small credit unions to the largest banks--use our software to create AI-powered human-like experiences to scale proactive support and engagement with their consumers. Our solutions allow financial institutions to engage with their consumers via rapidly-growing channels like voice devices and messaging systems to conduct a wide variety of financial tasks and transactions. Founded with the vision of creating simplicity and convenience in everyone’s financial lives, Abe's conversational banking platform offers financial institutions a fully customizable, all-in-one banking solution to engage consumers. Emphasizing a great user experience, Abe is easy to deploy and maintain so financial institutions can get to market within weeks - not months or years.


Information Technology • Financial Services
Salt Lake City, Utah, USA
68 Employees

Complete Recovery Corp is an industry leader in the area of Asset Recovery. We’ve worked with Fortune 500 Companies to small start-ups all across the United States to help facilitate the return of their investments in the form of unused, idle or surplus equipment. As technology continues to improve and competition for market share increases, more and more companies have turned to Complete Recovery as a fast, cost-effective and reliable partner in their asset recovery efforts. These Companies understand when this is done effectively, their organizations obtain capital that can be placed back into their respective businesses through selling, recycling, donating or redeploying equipment to other parts of their organization; eliminating the need to purchase a new asset at current market rates.

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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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Fintech • Information Technology • Insurance • Financial Services • Big Data Analytics
10 Offices
43000 Employees
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Fintech • Software • Financial Services
3 Offices
300 Employees
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Cloud • Fintech • Logistics • Transportation • Financial Services
2 Offices
277 Employees
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Fintech • Social Impact • Financial Services
Fully Remote, USA
450 Employees
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Fintech • Machine Learning • Social Impact • Software • Financial Services
Fully Remote, USA
340 Employees
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Fintech • Insurance • Financial Services
2 Offices
8400 Employees
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Fintech • Social Impact • Software • Financial Services
Boston, Massachusetts, USA
41 Employees
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Fintech • Social Impact • Financial Services
New York, New York, USA
78 Employees

Financial Services
Santa Monica, California, USA
49 Employees

There's a Better Way to Collect Rent.


Fintech • Financial Services
4 Offices
1,529 Employees

Expertise, trust & scale Welcome to Ocorian, a leading global provider of fund administration, capital markets, corporate and compliance solutions. We deliver solutions that solve complex challenges faced by asset managers, financial institutions, corporates, high net-worth individuals and family offices We help our clients succeed by unlocking new value through expertise, trust and scale. Here's what sets us apart: Unmatched expertise: We deliver specialised, tech-enabled solutions grounded in extensive industry knowledge, ensuring our recommendations are tailored to your specific needs. Trusted partnerships: With over 8,000 clients globally, we've built a reputation for reliability and long-lasting partnerships. You can be confident you're working with a team that prioritises your success. Global scale, local focus: Operating across 20+ countries allows us to offer seamless service and support, no matter where you are located.


Financial Services
Palo Alto, California, USA
65 Employees

Next47 is a global venture firm, backed by Siemens, committed to turning today's impossible ideas into tomorrow's indispensable industries. Our relationship with Siemens gives us access to international markets, a global customer base, and incomparable technical experience, all of which we use to catalyze the growth of our portfolio companies. We invest in entrepreneurs who think big and in companies that we believe will change the way the world lives and works.


Financial Services
United States
16 Employees

Our approach is rigorous and pragmatic, driven by technological expertise and analytics informed by real-world experience. We value employees who love to learn and have the tenacity, curiosity and willpower to contribute to our continuing success. We are a small but passionate team, dedicated to enhancing and refining our tried and true methods as we commit to our ongoing growth and performance.


Fintech • Financial Services
8 Offices
2,007 Employees

Cenlar is proud to be the nation’s leading mortgage loan subservicer. As a federally chartered wholesale bank, we deliver servicing solutions that are unrivaled in quality, innovation and flexibility for banks, thrifts, credit unions and mortgage companies – some of the most recognized names in financial services today. After the origination of a mortgage loan, we care for all of the ongoing, day-to-day management of the loan from monthly payments to escrow and taxes. We know that our success depends on our people. Within our inclusive, dynamic and values-driven culture, we work side by side with a strong sense of purpose and a dedication to getting it right – down to the smallest detail. Cenlar always wants to get to know highly talented individuals who wish to make meaningful contributions to our business and grow their careers with us. We are committed to supporting the development of our employees through robust training and education opportunities, including industry certification and tuition reimbursement. And as an employee-owned company, as Cenlar continues to grow, together we all succeed.


Financial Services
Los Angeles, California, USA
56 Employees

Credit Key's patent-protected solutions deliver superior business credit,
 in seconds, at B2B point of purchase. Our proprietary underwriting and decisioning allows for real-time decisions for lines of credit at point of purchase. Credit Key helps merchants: - Increase revenue - Lower costs - Improve cash flow - Deliver a great customer experience Credit Key’s standalone module overlays the merchant’s shopping cart, keeping users on site. Platforms currently supported: Magento, IBM, Shopify, Demandware, Onestop and custom .Net platforms.


Payments • Financial Services
Jacksonville, Florida, USA
28 Employees

Sound Payments creates simplified, cost-effective technology solutions in the payments, financial services and health industries. We are innovators who offer the best in software development, state-of-the-art equipment, unparalleled technical and customer service delivery, training, advanced security and compliance -- all through cost-effective and flexible subscriptions.


Consulting • Financial Services
Cleveland, Ohio, USA
3,512 Employees

Named one of the "Best & Brightest Places to Work for"​ in the Nation, CBIZ, Inc. (NYSE: CBZ) provides professional business services that help clients better manage their finances and employees. CBIZ provides its clients with financial services including accounting, tax, financial advisory, government health care consulting, risk advisory, real estate consulting, and valuation services. Employee services include employee benefits consulting, property and casualty insurance, retirement plan consulting, payroll, life insurance, HR consulting, and executive recruitment. As one of the nation’s largest brokers of employee benefits and property and casualty insurance, and one of the largest accounting and valuation companies in the United States, the Company’s services are provided through more than 100 Company offices in 33 states. CBIZ is associated with Mayer Hoffman McCann P.C. (MHM)*, a national, independent CPA firm. Through this association, we offer audit and attest services.


Blockchain • Payments • Financial Services
Fully Remote, USA
116 Employees

Electrum is Enterprise SaaS for payments, money transfer, prepaid products, bill payments, ticketing, vouchers, loyalty and more. Powering millions of transactions daily, and billions in annual fee revenue for Retail and Financial Services Businesses.


Financial Services
Raleigh, North Carolina, USA
1,852 Employees

Cherry Bekaert delivers digitally driven and industry-aligned solutions to elevate our clients from mid-market players to market leaders in a hypercompetitive landscape. Ranked among the largest accounting firms in the United States, we offer specialized solutions across assurance, tax, business valuations, digital consulting, M&A and other advisory services to advance our clients' business goals. For more than 75 years, global corporations, private businesses, government entities, nonprofits, emerging firms, start-ups and successful individuals have relied on Cherry Bekaert to guide them forward as their growth advisor. We offer professional opportunities and resources in an environment that is supportive, flexible, entrepreneurial, and offers personal growth. We invest in our people to help transform their careers. Bringing together diverse talents and backgrounds, we empower our people to achieve more. This supports our mission: “Making a Difference for our people, our clients, our community and our professions." Cherry Bekaert specializes in serving industry sectors including Government Services, Healthcare & Life Sciences, Hospitality & Retail, Industrial Manufacturing, Not-for-Profits, Private Equity Services, Professional Services, Real Estate & Construction and Technology. In addition, The Firm has an international reach through our affiliation with Allinial Global. For more information, please visit cbh.com, and be sure to follow us on Twitter, LinkedIn, Instagram and Facebook. Content on this page has been prepared for general information only and is not intended to be relied upon as accounting, tax or professional advice. Please reach out to your advisors for specific advice.