Top Tech Companies (2,726)
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The Elements Financial Monitoring System uses a scorecard of financial vital signs to standardize and dramatically simplify the way advisors monitor, assess, and communicate with their clients about holistic financial health. By revolutionizing how advisors attract, onboard, and deliver ongoing advice to clients, Elements gives advisors the freedom to scale their impact and work with anyone.
Since our inception in 2001, we have dedicated ourselves to finding the best opportunities to invest our personal capital while also providing our relationships with the ability to co-invest alongside us. Individually we are small, but collectively we are the equivalent of a large institutional investor with superior access and buying power. We Invest Our Own Capital – We always invest our personal capital alongside you. We have more than $300 million of our capital committed to our investment vehicles and are typically the largest investor in each of them. We Provide Access to Innovative Investing – Because of the scale of the investments we make, we have access to opportunities generally unavailable to families with less than $250-$500 million of investable assets. We Align Our Interests with Yours – The majority of our compensation is performance-based. In most cases, if our co-investors don’t make money we don’t get paid. This ultimate alignment of interests is why we focus on finding the absolute best risk/reward opportunities available
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Signifyd provides an end-to-end Commerce Protection Platform that leverages its Commerce Network to maximize conversion, automate customer experience and eliminate fraud and consumer abuse for retailers. Signifyd counts among its customers a number of companies on the Fortune 1000 and Digital Commerce 360 Top 500 lists. Signifyd is headquartered in San Jose, CA., with locations in Denver, New York, Mexico City, São Paulo, Belfast, and London.
At Bartlett, we see life's transitions as opportunities for growth. Our team of wealth management experts will partner with you to chart the best path forward. Together we will explore, build, and execute investment and financial planning strategies tailored to meet your individual needs and objectives. Our success relies on uncompromising integrity and market vigilance. As new trends and technologies emerge, our wealth management experts will do the research and prepare for what’s next. Our sights are always set on moving you closer to your goals. Your well-being is our bottom line. The Bartlett team's specialties include: • Planning for retirement • Selling a business • Preparing children for understanding wealth • Establishing a family legacy • Stock option planning • Estate planning
Freelancers work hard. We’re on a mission to make sure they’re working on the things they love. Catch is the first and only personal payroll and benefits product, intentionally designed for the more than 60 million American freelancers without employer-sponsored benefits. Using Catch, individuals can automatically route their income — for free — setting aside for taxes, retirement, and savings, while getting access to affordable health insurance.
Your Money Line is financial wellness finally made simple. We help employers help their employees with personal finance questions answered in real time, by real experts. TRUE: "Financial stress" amounts to hours and hours of lost productivity every year. — 43% of employees spend more than 3 hours a week thinking or distracted by their personal finances at work.* Navigating a global pandemic, economic unrest, and a retirement crisis, this lost time hits their employer on the bottom line. Your Money Line is powered by financial expert and author Pete the Planner®. Our dedicated Financial Concierge Team are all trained money experts, like CFP®s, AFC®s, and more. Welcome to your next partner in employee wellness. It's nice to meet you.
VerityPay is a Business-to-Consumer (B2C) fintech software solution created by its parent company Verity Advisors in 2020. VerityPay has the capability to transform a variety of B2C transactions, including government, insurance, healthcare, telecommunications, and dormant account payments, through a simple, safe, money-saving and time-saving solution.
Advisor Group, Inc. is the nation's largest network of independent financial advisors serving over 11,000 advisors and overseeing $450 billion in client assets. Headquartered in Phoenix, AZ, the firm is mission-driven to support the heroic role that advisors can play in the lives of their clients, offering securities and investment advisory services through its subsidiaries FSC Securities Corp., Royal Alliance Associates Inc., SagePoint Financial, Inc., Securities America, Inc., Triad Advisors LLC, and Woodbury Financial Services, Inc., as broker/dealers, registered investment advisors and members of FINRA and SIPC. Cultivating a spirit of entrepreneurship and independence, Advisor Group champions the enduring value of financial advisors and is committed to being in their corner every step of the way.
The Saint Joseph Group offers businesses and individuals comprehensive services which include Legal Services, Tax Planning, Incorporation of Onshore and Offshore Structures, Accounting, Trust, Wealth Management, and Escrow Services. The Saint Joseph Group is composed of various firms, among them a law firm, accounting firm, onshore and offshore registered investment advisors, as well as a public trust company structured out of South Dakota. These companies work as an integrated group to provide incoming clients with the most complete service available. Through our offices in the US, Brazil and Uruguay, our robust team of experienced professions work tirelessly to bring new and creative solutions to diverse body of clients.
Wahed Inc. (“Wahed”, “Wahed Invest”), is an Ethical and values driven digital investment platform. The platform provides access to diversified portfolios to residents of the US, UK and Malaysia.
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Harbor Group is the preferred insurance analytics partner to the world’s premier lenders. For over 20 years, we have consulted on behalf of leading financial institutions on their most significant and complex transactions – in both the United States and abroad – including M&A financing, securitization (conduit, large loan and stand‐alone real estate transactions), syndication and balance‐sheet loans. They count on our experienced team of professionals to deliver deep industry knowledge, unique insights and proprietary analytics developed from closing more than 100,000 deals worth $1 trillion over the past 20 years.
In 2002, Chris Carneal founded Booster to help strengthen schools. Since then, Booster has offered ever expanding school fundraising services from fun runs to a school fundraising platform, custom gear to product sales. What’s our secret? It’s simple – we do more so you do less. Our specially designed programs, our un-matched service and second-to-none quality ensures you exceed your fundraising goals year after year. You have chosen the proven leader in fundraising, so relax, we got this
Out-of-pocket healthcare costs are skyrocketing and every day, people all across America are forced to make difficult decisions about their health. Lively was created because we saw through firsthand experience what it means to sacrifice your personal health due to your financial health. We knew there had to be a better way to afford these rising costs and discovered how powerful the Health Savings Account (HSA) is to not only save on the costs of healthcare today, but plan for the costs of tomorrow. Healthcare is complicated, your HSA doesn’t have to be. We create beautifully designed software with a simple and intuitive user experience to help you get the most out of your HSA. Go to www.livelyme.com to learn about how HSAs can help you and your team
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.
Bank First is headquartered in Manitowoc, Wisconsin. Through a combination of acquisitions and de novo offices, our Bank has expanded to serve the financial needs of those throughout Wisconsin. Our growth has been achieved through our relationship-based model of banking. We take pride in knowing our customers on a personal level and working together to create value for themselves, their families, and the communities in which we live. As a result of our growth throughout the State of Wisconsin, our valued customers have access to an increased lending capacity, a wider range of products and services, an expanded branch network, and a larger team of bankers dedicated to providing superior financial solutions that are value driven. Bank First employs over 300 full-time equivalent staff and has been consistently named one of the best banks to work by American Banker. At Bank First, we strive for excellence, not only for our customers, but for our employees, community, and shareholders as well. Our focus on excellence has resulted in Bank First being recognized as one of the top performing banks in the United States. We are one of 26 banks in the country to be awarded the Raymond James Community Bankers Cup. The award recognizes the top 10% of community banks in the nation based on profitability, operational efficiency, and balance sheet metrics. Additionally, we have been recognized on the Keefe, Bruyette & Woods Bank Honor Roll. As Bank First looks to the future, we will continue to focus on our relationship-based model of banking and expanding our reach throughout the State of Wisconsin. Bank First will continue to expand through organic growth and in the form of de novo branches and strategic acquisitions in the coming years and is excited for the opportunity to provide superior products and services to a larger base. Member FDIC | Equal Housing Lender.
Founded in 1996, Total Merchant Services has assisted more than 500,000 small-and-medium-sized businesses with their credit and debit card payment processing needs. Total Merchant Services is dedicated to helping businesses grow by offering affordable and easy-to-use payment processing tools, including free credit card terminals, storefront and mobile point of sale systems, and online payment/ecommerce solutions. The company provides merchants outstanding transaction reporting and business management tools, as well as 24/7 U.S. based support. For years, Total Merchant Services has delivered unparalleled compensation and support programs for our sales partners, who place our solutions with merchants throughout the U.S. We also partner with software developers to provide integrated payment solutions that make EMV and PCI compliance easy. For more information, call 844-251-8740 or visit www.totalmerchantservices.com
Powering the next generation of finance.
BetaNXT is a leading provider of frictionless wealth management infrastructure, real-time data solutions, and an enhanced advisor experience. We invest in platforms, products, and partnerships to accelerate growth for the ecosystem we serve. Our connective approach empowers our clients to deliver a comprehensive, end-to-end advisor and investor experience. BetaNXT is a premier provider of technology, data, and operations as services to a rich client base of wealth managers, institutional wealth firms, and digital brokers. It is comprised of two industry-leading businesses which, combined, provide end-to-end solutions across the investment lifecycle.
Traditional banking just wasn’t built to make growing a consumer brand easy. We want to change that. Our financial platform is designed for brands at any size, no matter how they sell. From access to capital with the Growth Line of Credit, to simplified money management with Ampla Banking or our Corporate Card for the modern CPG brand - we make growing businesses easier. Our products are built specifically for growing brands and have features you won’t find elsewhere. From our products to our customer success teams, Ampla’s mission is to make life easier for founders to build success. Since being founded in 2019, Ampla has grown headcount over 200% YoY, revenue 400% YoY and has processed over 1B USD in transactions across hundreds of customers.
Finom is a European tech startup headquartered in Amsterdam—and we’re on a journey towards revolutionizing the financial landscape for entrepreneurs worldwide. Our mission is to develop an all-in-one financial B2B solution that integrates banking functions, accounting, financial management, and invoicing into a seamless, mobile-first platform. Over the past two years, our team has fueled exponential growth, securing $50 million in investments and propelling us into hyper-growth mode. We’re on track to become a unicorn startup by 2025, backed by global funds like General Catalyst (known for supporting Airbnb, HubSpot, KAYAK, and Stripe). Finom has expanded its reach across 10+ EU countries, with a strong presence in key markets like Germany and France. At Finom, we’re not just redefining the entrepreneurial experience—we’re empowering our employees to make a real difference. Your work matters, and your impact extends far beyond product metrics. We nurture innovation and an inspiring work environment where bold ideas thrive, prioritizing thorough research, swift implementation of solutions, and ensuring that every effort we make benefits our users, employees, partners, and our business as a whole
