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Financial Services
Kennesaw, GA, US
233 Employees

LendingPoint is a financial technology platform that provides financing origination solutions for its ecommerce and point of sale partners, its lending institutions and to consumers. The company’s fraud prevention, risk and asset management algorithms are used to create financing opportunities across the credit spectrum. Its LendingPoint Merchant Solutions platform provides ecommerce platforms, merchants and other service providers fully integrated, one-stop buy now, pay later financing solutions to convert more customers. Get to know us here on LinkedIn and at lendingpoint.com.


Insurance • Productivity • Software • Analytics • Financial Services
Fully Remote, US
55 Employees

We are an innovative insurance tech startup redefining the way companies and employees work together to manage risk. When incidents happen in the workplace, the process is often confusing, scary, and frustrating – for both employers and employees. We build software that changes all that. Join our team to help revolutionize commercial insurance!


Financial Services
Arden Hills, MN, US
188 Employees

We seek to inspire financial services professionals to build their businesses with vision for the future and to serve their clients by providing the best possible financial solutions. Our diverse portfolio of financial products and services includes insurance, investment advisory services, asset management, securities, mortgage banking, and our exclusive KonnexME platform. Relationships are the foundation of a successful business. We possess an unwavering commitment to our financial professionals and our employees and treat each individual like family. Through much of the last decade, Founders Charles and Tami Lucius have worked tirelessly to build a financial organization that is inspired by family and guided by responsibility, innovation, and relationships. Together, they set out to form an organization for independent financial professionals that is captivating, yet not captive, and a model operation for long-term success. We hold the firm belief that an independent financial professional must also maintain a diverse business portfolio for long-term success. Through our wide array of products and services that include insurance, investment advisory services, asset management, tax preparation, securities, and mortgage banking, we help our network of affiliated financial professionals make the right choice for your family. At Gradient, we promise an environment that is a natural extension of our values and one that thrives on innovation and ideas. From our annual Gradient Gala celebration to our Gradient Gives Back Foundation, you will find that family is the core of our business. Through lasting relationships that generate positive energy and results, we achieve long-term success, and we encourage our affiliated financial professionals to also maintain an unwavering commitment to client relationships


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
Cincinnati, OH, US
24 Employees

What We Stand For: Constellation was created to better serve clients by better serving their advisors. We are disrupting the traditional business model and culture of the wealth management industry. We are fiercely committed to striking the optimal balance between professional values and business values by combining: Top-decile, accomplished advisors Diversity of Thought An unwavering commitment to learning and innovation in order to build a solution suite of resources designed to solve for and reduce complexity in the wealth management process A fiduciary-minded, client-centric, servant leadership-based & collaborative culture. The information contained on this site is for informational purposes only and should not be considered as investment advice or as a recommendation of any particular strategy or investment product. This profile should not be considered as a solicitation for services.


Financial Services
New York, NY, US
168 Employees

Fora Financial was founded in 2008, with the mission to provide capital funding to small business under a simple and seamless process. We are passionately driven to solve business owners’ biggest challenge to success: access to capital. With Fora Financials’ help, small business can finally unlock potential to reach new heights. Fora Financial is a leading business financing lender, that has provided over $2 billion to more than 25,000 business owners nationwide. We provide fast, flexible financing for small to mid-sized businesses so that they can invest in their operations however they see fit. At Fora Financial, we provide a customized funding approach, listening to customers and understanding their needs in an ever-changing financial market. Located in new offices in New York and Miami, the Fora Financial team is responsible for providing our clients with personalized consultative support. We are a partner-centric organization, and we pride ourselves on supporting the small business community. Refer a Business: https://www.forafinancial.com/refer-a-business/ Twitter: https://twitter.com/ForaFinancial Facebook: https://www.facebook.com/Fora.Financial Google + https://plus.google.com/u/0/b/113013521388772008065/113013521388772008065/posts


Financial Services
Indianapolis, IN, US
167 Employees

Valeo Financial Advisors, LLC 10 W Carmel Drive, Suite 400 Carmel, IN 46032 United States Valeo Financial Advisors is a fee-only advisory firm that is ranked as one of the largest financial advisory firms in the Midwest, and a Top 300 RIA Firm by the Financial Times. We focus on a client’s entire financial picture including insurance, taxes, cash flow, educational funding, retirement, and estate planning. As a result, we strive to provide the peace of mind that only comes from knowing all aspects of your financial life are working well together. All of this for one transparent fee.


Financial Services
Boynton Beach, FL, US
35 Employees

Service First Processing (SFP) is a leading provider of credit card and ACH / check processing services. We make accepting credit cards simple, efficient and more profitable for your business. SFP works to reduce your cost of credit card processing while improving your level of service and providing state of the art tools and technology. We help merchants navigate the constant changes in the bank card industry while keeping costs low and making it simple to run transactions. Our resources and breadth of knowledge allow us to service all aspects of your payment processing with reliability, ease of use, and a team you can depend on.


Financial Services
Palo Alto, CA, US
35 Employees

Stockpile’s mission is to make it simple and affordable for Millennials and investors of any age, including children, to learn about stock and get started investing. Stockpile enables customers to buy fractional shares with as little as $5 making it possible for anyone to own stock in their favorite companies including Amazon, Apple, Alphabet, Disney, Nike, Tesla and 2k other stocks and ETFs. Stockpile also allows you to gift stock via e-gift cards or physical cards sold at major retail chains such as Target, Office Depot, Safeway and Toys R'​ Us. Our investors include Fidelity Investments'​ Eight Roads Ventures, Arbor, Sequoia Capital, Mayfield Funds & Ashton Kutcher. All securities and investments are offered to self-directed customers by Stockpile Investments, Inc., member FINRA (www.finra.org) and SIPC (www.sipc.org). Email us at [email protected] to explore a potential partnership for your company. If you are a talented engineer, contact us at [email protected] to explore career opportunities.


Software • Financial Services
New York, NY, US
44 Employees

Fleet and fuel payments, made easy. Easily control and track spending with Coast — the fair, flexible card that’s accepted anywhere.

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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

Payments • Professional Services • Financial Services • Cryptocurrency
Fully Remote, US
53 Employees

LetsExchange is an instant exchange service, which supports the biggest number of coins and tokens in the market and has no mandatory account registration. The team is constantly adding new assets to ensure the availability of even the rarest. Fiat swaps are available, too. Users can exchange as many assets and as many times as they need. The upper limits are practically absent. Moreover, the platform chooses the best rates among multiple liquidity providers to ensure the profitability of every swap and provides beneficial rates for swapping significant sums.


Fintech • Legal Tech • Software • Financial Services • Cybersecurity • Data Privacy
29 Offices
8,000 Employees

CSC is a global leader in providing business, legal, tax, and digital brand services to companies around the world. With more than 8,000 employees, CSC operates in more than 140 jurisdictions, delivering solutions that help businesses thrive. We pride ourselves on our client-focused approach, market-leading expertise, and unmatched global reach.


Fintech • Software • Financial Services
3 Offices
200 Employees

Pontera is a Fintech company that helps financial advisors report on, manage, and trade their clients' held-away accounts, including 401(k)s, 403(b)s, HSAs and more. The platform is designed to work across account types and integrate seamlessly into existing technology to help advisors improve their clients' financial outcomes. Founded in 2012, Pontera is headquartered in New York City. At the core of our team is a strong belief that helping people retire comfortably is of critical importance. Pontera is designed to help advisors not only analyze their clients’ held away accounts to provide greater visibility, but to enable advisors to take action and manage accounts on their clients’ behalf, improving the client experience, potentially adding accretive performance, and helping to mitigate compliance and security concerns around managing held away accounts. Each of us believes strongly in the mission of helping millions of people achieve the best retirement possible.


Fintech • Information Technology • Payments • Software • Financial Services
New York, NY, US
153 Employees

Building tomorrow’s credit trading network. We’re a rapidly growing fintech bringing leading-edge technology and product design to corporate bond trading. With a start-up mentality, we’re constantly innovating and advancing, remaining nimble and agile as we grow. We combine market expertise with a diversity of thinking - experiences, backgrounds, and opinions from a variety of industries collaborating to drive innovation and bring ideas to life. Our business model thrives on participation and connection, and so does our culture. We find joy in solving problems and working together towards common goals. Passionate, curious, and ambitious with a sense of fun? We’d love to hear from you. Visit us at www.trumid.com


Fintech • Other • Software • Analytics • Financial Services
4 Offices
580 Employees

Biz2Credit, a financial technology company founded in 2007, that provides funding to small business and Biz2X, a rapidly growing, high-growth Series B ($52M), SaaS digital lending platform start-up disrupting a $1.4 Trillion dollar industry. Biz2Credit is focused on funding what’s next for small business. We leverage data, cash flow insights, and the latest technology to give business owners an automated small business funding platform. Biz2Credit has provided over $8 billion in small business loans and financing. In 2019, Biz2Credit launched the cloud-lending SAAS paltform Biz2X. Biz2x is an AI-powered digital banking platform that helps financial institutions automate business lending. Our cloud-based technology helps transform lending at scale, by providing a more user-friendly experience for small businesses, while helping our partners increase efficiency, optimize risk, and expand into new markets. Our clients include top 100 global banks, regional lenders, and financial service providers.


Fintech • Mobile • Other • Payments • Social Impact • Financial Services • App development
West Palm Beach, Florida, US
120 Employees

MyBambu is a friendly mobile app offering a variety of financial solutions, aiming to bring accessible, trustworthy, and affordable services to everyone, regardless of their immigration status. No Social Security Number (SSN) is required, making financial empowerment inclusive and hassle-free.


Fintech • Payments • Software • Financial Services
US
180 Employees

At MineralTree, a Global Payments Company we look for new ways to improve and automate key financial processes. First up—traditional accounts payable. Tedious, time-consuming, and inefficient, AP needed disrupting. We founded MineralTree in 2010 to transform AP with our groundbreaking, end-to-end AP automation solution. Customer after customer, year after year, innovation after innovation—we are continually changing the way companies pay their vendors, making the process easy, impactful, and profitable! With our award-winning solution, companies such as Amazon, Salesforce, Amway, Boston Celtics, Baltimore Ravens, BrightView Health, and the Southern Company have shifted accounts payable from a source of inefficiency and fraud risk to a secure and strategic profit center. We provide modern, secure, easy-to-use Accounts Payable (AP) and payment automation solutions to organizations that have a painful number of invoices and payments. By uniting technology and passionate people, we make the process of business payments easy, impactful, and profitable. Our solutions combine ease of use with robust capabilities that drive meaningful insights, transforming the back office into a strategic partner of the corner office. Making businesses proud of their back office is our purpose. In October 2021, MineralTree was acquired by Global Payments Inc. (GPN:NYSE). Every day, Global Payments makes it possible for millions of people to move money between buyers and sellers using our payments solutions for credit, debit, prepaid and merchant services. Our worldwide team helps over 3 million companies, more than 1,300 financial institutions and over 600 million cardholders grow with confidence and achieve amazing results. We are driven by our passion for success, and we are proud to deliver best-in-class payment technology and software solutions.


Fintech • Software • Financial Services
2 Offices
65 Employees

Opto Investments is a technology firm changing the way fiduciaries experience private markets. Opto partners with advisors, CIOs, and other fiduciaries to solve the challenges of building and distributing customized private markets solutions at scale. We bring all of Opto to our partnerships and provide hands-on support as required across our partners’ private markets programs. We build funds to fiduciaries’ exact specifications in terms of asset class and structure. We also provide a branded investment platform with intelligent workflows that simplifies the private markets investment process, minimizes paperwork, saves time, and creates better advisor and client experiences.


Fintech • Financial Services
Fully Remote, US
24 Employees

Bloom Credit helps companies launch lending products, report consumers' payments, and create innovative credit experiences. We do this by providing our clients with the data they need from all three credit bureaus, the expertise they are looking for to launch seamlessly, and the proprietary analytics to supplement credit insights - all delivered through Bloom’s developer-friendly API. Over 12 million US consumers have material errors on their credit reports that lead to being denied credit or having to pay unnecessarily high interest rates. The tools and infrastructure we provide for working with credit data help reduce these errors, and improve access to affordable credit.


Cloud • Fintech • Software • Financial Services
Chicago, IL, US
120 Employees

YCharts was founded in 2009 to democratize investment research. As we build an increasingly powerful and intuitive tool that our clients use daily, we might be outgrowing our name—but not our mission. From humble beginnings, YCharts has grown to become an all-in-one platform for investment research and client communication. Our guiding principle has always been to create software that elevates and enables our clients’ goals—tools that are easy to use, reliable and timely data, and customer service that stands head and shoulders above the industry. We couldn’t imagine doing it any other way.