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Financial Services
Great River, New York, USA
146 Employees

The team at ROK Financial is committed to establishing ROK solid relationships with our clients, lenders, and partners. By providing the best financing solutions available to business owners while creating a positive association with business financing. Through our streamlined process, revolutionary technology and educated team of experts, we support business owners ability to create new opportunities. ROK Financial is proud to empower the heartbeat of our country, our small businesses. We stand by our vision of helping business owners generate perpetual opportunities through simple business financing.


Financial Services
Atlanta, Georgia, USA
141 Employees

We have built financial relationships since 1921 –we remain committed to providing personalized service and financial solutions to meet the growing needs of an entire community. Through a legacy built on principle, we go beyond meeting needs of offering banking products and service solutions; our mission is to financially empower our customers and, their generations, to succeed. In turn, their success is our success. That’s why a core element of our purpose involves actively supporting the developmental goals and initiatives of the communities we serve. We are deeply committed to the continued support of our communities through lending, investments, and service.


Fintech • Financial Services
Winnebago, Illinois, USA
38 Employees

Foresight Financial Group, Inc., an Illinois corporation founded in 1986, is a bank holding company established under the Federal Reserve with fifteen offices in the Northern Illinois counties of Winnebago, Stephenson and Kankakee. Holdings of the Foresight Financial Group, Inc. include German American State Bank located in German Valley, Pecatonica, Seward and Winnebago; State Bank of Davis located in Davis and Kankakee; State Bank located in Freeport; Lena State Bank located in Lena; Northwest Bank located in Rockford, Loves Park and Machesney Park; and State Bank of Herscher located in Herscher and Kankakee.


Insurance • Software • Energy • Financial Services
Jersey City, New Jersey, USA
563 Employees

Forbes Advisor is a global platform dedicated to helping consumers make the best financial choices for their individual lives. We support your pursuit of success by making smart financial decisions simple, to help you get back to doing the things you care about most. We do this by helping turn your aspirations into reality. By arming you with trusted advice and guidance, you can make informed financial decisions you feel confident in and achieve your financial goals. Visit Forbes Advisor for unbiased personal finance advice, news and reviews, plus a comparison marketplace that helps you find the financial products that best fit your life and goals.


Software • Financial Services
Austin, Texas, USA
12 Employees

We use tech to match buyers with the best incentives, grants and programs based on their unique finances and home goals. On average, we find our buyers up to $15,000. Enough to completely cover their down payments, closing costs, and purchase a home for $0 out of pocket.


Financial Services
Orlando, Florida, USA
78 Employees

International Assets Advisory, LLC, (“IAA”) is a full service brokerage and money management firm. IAA, founded in 1982, is registered under the Securities Act of 1934. From our offices in Orlando, we serve thousands of clients -- in Central Florida, throughout the country, and around the world. Our clients partner with a personal Financial Consultant, who constructs an investment strategy custom tailored to the unique needs of each client. We pride ourselves on our independent analysis and work with clients who seek to enhance their returns and lower their portfolio risk through global diversification and proper asset allocation strategies. At IAA Capital Markets, we pride ourselves in our tailored, personal approach to institutional investing and independent analysis as specialists in global financial markets. Further, our institutional clients benefit from access to a wide array of global investment opportunities. With Pershing (the industry's largest global business solutions provider) as our clearing agent, clients can be assured of access to the latest technology in trade execution and operational support. As specialists in global financial markets, we enable investors to capitalize on a wide array of investment opportunities around the world, including domestic and foreign stocks, bonds, mutual funds, options, insurance, annuities, sophisticated retirement and estate planning services.


Fintech • Financial Services
New York, New York, USA
99 Employees

Odeon Capital Group is an independent full-service firm dedicated to providing advice and execution on all fundamental value and catalyst-driven situations through sales & trading, research, investment banking, and asset management. We are not restrained by various investment products and vehicles, rather we focus on value and providing high quality service to our clients. Our knowledge base and backgrounds allow us to be opportunistic throughout the capital structure and throughout asset classes in our goal towards maximizing client value and potential return for the least amount of perceived risk. We have extensive expertise in both traditional and esoteric assets. Our team has discretely placed both large and small volume transactions in every asset class. The depth and extent of our relationships across a wide array of market participants give us the edge to provide the best execution for our clients. We are committed to maximizing value for our clients through in-depth bespoke analysis of sectors, asset classes, and complicated individual securities..


Software • Financial Services
4 Offices
1,951 Employees

Russell Investments is a leading outsourced CIO (OCIO) partner and global investment solutions firm providing a wide range of investment capabilities to institutional investors, financial intermediaries, and individual investors around the world. Building on an 87-year legacy of continuous innovation to deliver exceptional value to clients, Russell Investments works every day to improve the financial security of its clients. The firm is the world’s sixth-largest investment adviser, with $1 trillion in assets under advisement (as of June 30, 2022) and $288.3 billion in assets under management (as of March 31, 2023) for clients in 32 countries. Headquartered in Seattle, Washington, Russell Investments has offices in 19 cities around the world, including London, New York, Toronto, Sydney, Tokyo, and Shanghai.


Financial Services
Tampa, Florida, USA
1,116 Employees

Fintech (Financial Information Technologies) is a payment and data solution for the alcohol industry. We're dedicated to saving businesses time and money by offering a safe, secure way for alcohol purchases to be paid electronically. Using Fintech’s award winning system, both alcohol distributors and retailers are able to regulate alcohol payments and control purchases. As a result, businesses can ensure invoices are paid on time, utilize detailed reconciliation reporting, and guarantee state liquor law compliance. Immediate Benefits: • Elimination of cash, checks and money orders • Enhanced security and prevention of loss and fraud • Quicker deliveries (time reduced by an average of 15 minutes per delivery) • Electronic invoicing with line-item detail reporting • Analysis of purchase data to help businesses control alcohol spend • Assurance of state liquor law compliance Since its start in 1991, Fintech has been committed to providing the alcohol industry with a superior data and electronic payment service that refines financial security and preserves the integrity of businesses within the structure of the liquor laws governed by each state.


Financial Services
Alexandria, Virginia, USA
25 Employees

Interlink Capital Strategies is a management consulting and financial advisory firm, as well as a private equity fund manager focused on emerging markets. Its senior management includes the former COO and Vice Chairman of Ex-Im Bank and the former President of OPIC. Founded in 1994, it provides business development, structured and project finance solutions for international transactions. Through an affiliated specialty lending company, ExWorks Capital, it provides short-term credit as both an export trading company and a delegated authority lender at Ex-Im Bank and SBA. Interlink also manages an early stage geothermal development fund for the German government (KfW) and the European Union (EU) focused on Latin America. In another fund, it is currently creating a small business export lending program with Lending Club and Ex-Im Bank, among other federal agencies, focused on transactions under $500,000.

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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
Reston, Virginia, USA
65 Employees

Mason was founded in 1982 to provide private individuals and families with highly customized financial planning, investment management and charitable giving advice. Mason also provides financial planning to senior corporate executives at companies that sponsor financial planning as a corporate benefit. Since 1982, we have grown our business to include investment consulting for institutions, including foundations, endowments, corporate funds, and retirement plans. Our services for institutions are offered on a traditional or non-discretionary basis and on an outsourced chief investment officer (OCIO) or discretionary basis. Our business was founded on the principle that our clients deserve straightforward, independent advice, offered by highly experienced, trusted advisors who are uninfluenced by the conflicts presented when a firm offers proprietary products. As a boutique investment advisory firm, we provide our clients with advice based on sound, time-tested principles and with the data they need to make sound financial decisions. Our private client and institutional practices are relationship based – backed by our highly experienced staff who are dedicated to providing each client with extraordinary service and attention.


Financial Services
Roanoke, Virginia, USA
368 Employees

https://alcova.com/licenses/ ALCOVA Mortgage LLC | NMLS#40508 | (www.nmlsconsumeraccess.org) Licensed in AL, CO, DC, FL, GA, IN, KY, MD, NC, OH, PA, SC, TN, TX, VA, WV | 308 Market St SE, Roanoke, VA 24011 We take the hassle out of homebuying so you can get back to focusing on what matters most! Life moves fast, and so do you. That’s why we’ve made applying for a home loan a SNAP! Convenient Online Application: We offer a convenient online application that simplifies the mortgage process. Answer a few questions and easily sync your financial info through your phone, tablet or computer… anytime, anywhere. The Comfort of a Helping Hand: Having one-on-one interaction, especially when it’s about home loans, can be enormously beneficial. Unlike online-only lenders, our loan officers are here to answer your questions and guide you every step of the way. We can even fill out the application with you. Looking Out for You: We pride ourselves on providing a customer-first experience. Unlike traditional banks, we have the flexibility to work around your schedule and to shop around to find the loan that best suits your needs. With branches serving the Mid-Atlantic and Southeast, our ALCOVA Mortgage professionals are here to simplify the mortgage process. We strive to simplify the mortgage process by investing in the latest technology and hiring the best mortgage experts to give you the personalized service you deserve! Our accomplishments include an A+ rating with the Better Business Bureau, recognition by Inc. magazine as one of America’s Fastest Growing Businesses for 9 years, and induction into the Ellie Mae Hall of Fame for Exceptional Achievement in Business Growth. ALCOVA Mortgage is an Equal Housing Lender and an Equal Opportunity Lender.


Insurance • Financial Services
Miami, Florida, USA
82 Employees

We are a financial services company which offers a full range of personal protection products in North America. Our focus is on simplified life insurance market.


Financial Services
Omaha, Nebraska, USA
265 Employees

The information included on this website is for informational purposes and is intended for use by advisors only, not for public distribution. Carson Group Partners is a network of advisors offering advisory services through CWM, LLC, an SEC Registered Investment Advisor.


Financial Services
Miami, Florida, USA
15 Employees

Fuel Venture Capital is committed to propelling groundbreaking ideas into world-changing companies and democratizing access to the creative economy to shape the future of society. The firm's "founder focused, investor driven" approach is led by a core team with more than 60 years of combined experience in investment banking, wealth management, executive leadership and entrepreneurship. The fund boasts a portfolio of more than 20 companies based around the globe across numerous sectors, bringing positive impact to virtually all corners of our modern economy.


Financial Services
Charlotte, North Carolina, USA
175 Employees

Deephaven Mortgage® LLC. All rights reserved. This material is intended solely for the use of licensed mortgage professionals. Distribution to consumers is strictly prohibited. Program and rates are subject to change without notice. Not available in all states. Terms subject to qualification. NMLS #958425 Disclosures & Licenses: https://deephavenmortgage.com/disclosures-and-licenses/ NMLS Consumer Access: http://nmlsconsumeraccess.org/


Financial Services
Berkeley, California, USA
16 Employees

Venteur helps businesses to provide their employees with the care they need to live healthier lives -- and at a fraction of the cost. With more choice and control, individual employees can prioritize well-being and financial success.


Financial Services
Albuquerque, New Mexico, USA
33 Employees

* Member of CPAmerica – Crowe Global * Inside Public Accounting 2018 Top 400 Firms * Founding Sponsor of National Organization of Trusted Advisors * Serving Business, Organizations, and Individuals in New Mexico since 1960 Making a Difference for Clients Pulakos CPAs team members combine their diverse professional experiences and expertise to help make clients more successful. In fact, client success stories are why Pulakos CPAs has continuously served New Mexico individuals, businesses and organizations for 60 years. Making a Difference for Team Members Pulakos CPAs team members possess intense professional pride that demands the highest standards of excellence. This is not an accident. Team members are motivated professionals and the firm supports their goals and development through continuous learning programs (accounting and general business), community engagement and business development opportunities. Making a Difference for the Community Pulakos CPAs provides employees opportunities to develop leadership and entrepreneurial skills and to think and act like owners. This allows them to be innovative in identifying and pursuing professional and community activities that bring success to the firm and to themselves. Their talents and Pulakos CPAs’ resources make a positive contribution to the community and the accounting profession.


Financial Services
Scottsdale, Arizona, USA
16 Employees

Laffer Tengler Investments* is a talented team of professionals that takes a strategic, data-driven approach to managing your assets. That kind of thinking builds better, stronger portfolios—and helps us focus on the best possible outcome for you. Our approach is simple—you work directly with our most experienced professionals. Here, you have direct access to our CEO, Chief Investment Officer, and Portfolio Managers, so you can move straight toward finding the right strategy to achieve your objectives. You will have the confidence of knowing your account is managed through creative liquidity management, individually structured income portfolios and active quantitative equity risk management in pursuit of market returns. We focus on what matters to you, and we’re transparent in how we work and what we charge. Advisory services are offered through Laffer Tengler Investments, Inc. All investments include risk, including the possibility of loss of principal. Laffer Tengler Investments is a ButcherJoseph company.


Financial Services
3 Offices
888 Employees

Our mission is to deliver a future where every company in the world has the capital needed to grow. C2FO's convenient, easy-to-use platform enables companies to work with their suppliers and customers to improve cash flow by determining the best time and terms for paying or getting paid. Today, C2FO is the world’s largest market for working capital. We serve over one million businesses representing $10.5 trillion in annual sales across 183 countries. Our online platform connects more than $110 billion of daily accounts payable and accounts receivable. By providing cost-effective access to working capital, we’re bringing fairness, transparency and, above all, opportunity to the world’s growing businesses. Because we believe that when every business has a fair chance to thrive, we all benefit.