Top Tech Companies (2,791)
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CNote is a women-led social enterprise on a mission to close the wealth gap through financial innovation. Using the power of technology and a community-first framework, CNote's platform has enabled corporations, foundations, and individuals to deploy over $100M in investments and deposits into financially underserved communities across the country. CNote is a Certified B Corporation that has earned “Best for the World” honors from B Lab and was named “Best Women-Owned Business” by the United Nations’ Women’s Empowerment Principles program.
Experience. The Advantage. We’re passionate about helping businesses and people. Since the day our doors opened in 1990, we’ve believed that success relies on putting people first – our clients, our employees, our families, and our communities. The result is extremely engaged employees who feel supported and provide unmatched client satisfaction. First Business Financial Services, Inc. is the proud parent company of First Business Bank, providing shared corporate services to the entire organization. Our companies specialize in Business Banking, including Commercial Banking and Specialty Finance, Private Wealth, and Bank Consulting services. With comprehensive total rewards to support our team members, a commitment to valuing each other’s differences, and a focus on improving our communities, we are confident you’ll find the experience is your advantage.
Through streamlined and unique succession strategies, Bluespring Wealth Partners, LLC (Bluespring Wealth) is dedicated to the acquisition and servicing of wealth management firms seeking continuity for clients and the business they have built. Bluespring Wealth was established with the express purpose of helping entrepreneurs transition their business to the next level of growth through successor identification and training, flexible ownership arrangements, institutional-level capital support, and earn-out optimization. By focusing on partnership as the driver of success, we help business owners ensure a lasting legacy while preserving the core values on which their firms were built. Bluespring Wealth is a wholly owned subsidiary of Kestra Financial, Inc.
FPG is an MIT-born startup accelerating the growth of the cryptocurrency economy to redefine finance. Our trading operations platform offers seamless access to the cryptocurrency markets for institutional asset managers and OTC desks by making it orders of magnitude easier and safer to fund exchange accounts and settle trades. FPG is backed by Tribe Capital, Naval Ravikant, and a group of successful tech entrepreneurs and asset management executives.
Bridgemark Strategies is a comprehensive independent consultancy for financial advisors and financial advisory firms who are seeking strategic planning, execution and advice in Broker-Dealer change, RIA evaluation or succession planning including mergers or acquisitions for their firm.
Established in 1949, HBK is a multidisciplinary financial services firm offering the collective intelligence of hundreds of professionals committed to delivering exceptional client service across a wide range of tax, accounting, audit, business advisory, valuation, financial planning, wealth management, and support services. HBK serves clients across the U.S., from individuals to small businesses to multi-million-dollar corporations to exempt organizations. The firm is ranked 45th among “Top 100” accounting firms by Accounting Today and has been a consistent “Top 100” firm in the INSIDE Public Accounting magazine poll. Financial Advisor Magazine ranks the wealth advisory, HBKS Wealth Advisors, among the top U.S. registered investment advisories.
BM Technologies, Inc. (NYSE American: BMTX, BMTX.W) is among the largest digital banking platforms in the U.S., providing access to checking and savings accounts, personal loans, credit cards, and financial wellness. It is focused on technology, innovation, easy-to-use products, and education with the mission of being “customer-obsessed” and creating “customers for life.” The BMTX digital banking platform employs a multi-partner distribution model, known as “Banking-as-a-Service” (BaaS), that enables the acquisition of customers at higher volumes and substantially lower expense than traditional banks, while providing significant benefits to its customers, partners, and business. BMTX currently serves over two million account-holders and provides disbursement services at approximately 725 college and university campuses (covering one out of every three students in the U.S.). BM Technologies, Inc. is a technology company and is not a bank, which means it provides banking services through its Member FDIC and Equal Housing Lender partner banks.
Debt can easily pile up, and sometimes it can seem like there is no end in sight. The stress and anxiety that follows can be challenging and exhausting for many individuals and families – that is where Century Services steps in. We are a full-fledged financial services company, providing top-tier debt resolutions. Century extends services and solutions for those who need assistance in valuing assets, converting assets to cash, and/or organizing financial propositions to avoid temporary distress. The ultimate goal is for clients to see that debt relief is possible, and to help them navigate the different options out there to find an option that best fits their needs. Our seasoned team of professionals assists over thousands of clients every year, in lowering interest rates and monthly payments, enabling them to enjoy a debt-free life
Fitch Group is a global leader in financial information services with operations in more than 30 countries. Wholly owned by the Hearst Corporation, we are comprised of three main businesses: | Fitch Ratings | Fitch Solutions | Fitch Learning |. Together, we draw on over 100 years experience providing independent credit ratings, commentary, research, analytics, data and education to create meaningful insights that influence our global community and the financial decision makers of today and tomorrow.
Facet Wealth is one of the fastest-growing financial services companies. By providing each client with their own CFP® professional to integrate unbiased financial advice into every facet of their life, at an affordable subscription price, we’re creating financial planning as it should be. Disclosures: https://facetwealth.com/legal-documents/social-media-disclosure/
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ACNB Bank is a wholly-owned subsidiary of ACNB Corporation, an independent financial holding company headquartered in Gettysburg, PA. Originally founded in 1857, ACNB Bank serves its marketplace with banking and wealth management services, including trust and retail brokerage, via a network of 17 community banking offices, located in the four southcentral Pennsylvania counties of Adams, Cumberland, Franklin and York, as well as loan offices in Lancaster and York, PA, and Hunt Valley, MD. As divisions of ACNB Bank operating in Maryland, FCB Bank and NWSB Bank serve the local marketplace with a network of five and six community banking offices located in Frederick County and Carroll County, MD, respectively. Affiliated with ACNB Bank is ACNB Insurance Services, Inc., a full-service insurance agency with licenses in 44 states and the other wholly-owned subsidiary of ACNB Corporation. For more information regarding ACNB Corporation and its subsidiaries, please visit acnb.com. Member FDIC | Equal Housing Lender
Photon Commerce delivers the industry's most accurate, detailed, and intelligent document AI/OCR with 99%+ accuracy. Photon is backed by the Nasdaq Center and Village Global, a venture firm funded by Jeff Bezos, Bill Gates, and other successful industry leaders. Photon's team is from Visa, SAP, AvidXchange, and acquired startups, where they built digital products processing billions of invoices and payments. Reach out at info @ photoncommerce.com.
We have solved an enormous problem for our clients, offering automated reporting and strategies that are vastly more liquid, data-driven, and profitable. With over 1,200 registered financial institutions on our platform we are quickly becoming the dominant leader in our industry.
We provide financial peace of mind to wealthy families, foundations and institutions. Our team based, boutique approach ensures that our clients receive the highest degree of personal service.
We are a certified public accounting firm located in Richmond, Virginia. We provide a full range of accounting, financial and business development services. Our history of successful client relationships with businesses and individuals is due in part to the prompt, personal attention given to every client. Securities are offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, Member of FINRA/SIPC. Advisory services are offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. (Cambridge and JKKR Wealthcare, LLC are two Separate entities.)
Propel Financial Services specializes in helping property owners pay their property taxes. Propel understands that unexpected circumstances can make it difficult to afford a large lump sum property tax bill. Our relief plans are payable in low monthly payments and can save property owners thousands of dollars in penalties and fees. More importantly, we help property owners across the county avoid foreclosure and lawsuits. Propel's goal is to offer straightforward, simple payment plans to almost every Texas property owner. Almost every property owner qualifies, and the entire application process takes less than 15 minutes.
Our mission is to give Financial Advisors like you, the confidence to reach higher. Grow Faster. Explore further. UNION UMA TAMP Run your whole business from one platform—and get unique, personalized guidance to help your clients control risk. INVESTMENT STRATEGIES Select from a range of tactical strategies built to manage risk in a variety of market environments. RESEARCH Master the markets with a direct line to the same research that drives our own investment decisions. Disclosure: http://bit.ly/2l3OvaL
Medcare MSO, a New Mexico based company serving healthcare providers with our top-notch services. Our specialties range from billing and coding services to complete healthcare IT management solutions.
By providing objective advice and creating comprehensive plans, Capstone Financial is a premier, single-source wealth management firm in Atlanta. We are a MassMutual agency and have been steadily growing since our firm was founded in Atlanta in 1886. Today, it is still our vision to help our clients navigate the complexities of managing wealth and will continue to deliver the same customized solutions now as we have since our start. Our approach to setting financial goals and building strategies around them is three-fold: Consultative, Collaborative, and Comprehensive. By asking the right questions, and intuitively listening to your answers, we set the groundwork. Then, we work with you and our extended team of partners to craft an individualized financial plan to help you achieve your goals. Various perspectives and possibilities are considered to give you a customized, thorough strategy for wealth accumulation and preservation. Your goals, your priorities, your dreams, your decision. Please call us if you have any questions about our firm or the range of financial products and services we provide.
Davis Holdings L.P. is a privately held company with areas of expertise in Real Estate, Oil and Gas Exploration and Development and different aspects of venture capital. Davis Holdings L.P. originates, develops, manages, and leases its properties in house and usually maintains ownership for an extended period of time. In addition, Davis Holdings L.P. creates value through the acquisition of existing properties through redevelopment, evaluation of tenants, and adjusting the asset base to maximize return. Summary of Real Estate Expertise: 75 years of combined real estate experience Clear understanding of fiduciary relationship between General Partner and Limited Partners Excellent reputation in Houston for honesty and integrity in all dealings No real estate turned back to lenders in history of the firm " Excellent track record on past projects " In house management and leasing expertise Relationship oriented corporate strategy designed to build lasting, long term relationships Experienced staff of professionals Family owned and operated; hands on management Sophisticated approach to real estate acquisition that embraces conservative return acquisition with special sensitivity down side risk Ability to react quickly to opportunity
