Top Tech Companies (2,731)
Don't see your company?
Create a company profile
Each client that chooses to work with us is unique in their financial goals. However, they all share one common thread: Wealth. Riches. Abundance. Resources. At Opes One, we help people grow wealth, preserve wealth, then turn the wealth into income to distribute and enjoy over a lifetime. Opes is Latin for wealth, riches, abundance and resources. We offer life-changing opportunities for each One of our stakeholders. Our representatives help clients reach their lifestyle and wealth goals. We pride ourselves on a quality experience and professional care. In working with us, not only do you have access to great financial minds and revolutionary technology, but we house a team of professionals who share a commitment to doing the right thing for our clients, knowing that people matter, while holding ourselves to the highest of standards. Opes One is an Agency of The Guardian Life Insurance Company of America (Guardian), New York, NY. Securities products and advisory services offered through Park Avenue Securities, LLC (PAS), member FINRA, SIPC. OSJ: 15303 North Dallas Parkway, Tower II, Suite 550 Addison, TX 75001 214.346.0985. PAS is a wholly-owned subsidiary of Guardian. Opes One is not an affiliate or subsidiary of PAS or Guardian. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof.
Our mission is to simplify the path to financial balance through evidence-based design and cutting edge technology, so that you can stress less about money and focus on what you love.
Vision: A future where all finance leaders steward the world’s capital to serve the greater good. Mission: To inspire character and integrity in the finance leaders of tomorrow
Alegeus is the market leader in consumer directed healthcare solutions, offering the industry’s most comprehensive platform for the administration of healthcare benefit accounts (including FSAs, HSAs, HRAs, wellness incentive, dependent care, and commuter accounts), the industry’s most widely-used benefit debit card, and powerful consumer engagement solutions to help consumers optimize their healthcare spending and maximize their healthcare savings. Over 300 clients - including health insurance plans, third party administrators and financial institutions - leverage Alegeus’ deep expertise and proven technology to administer benefit accounts for more than 30 million members and process more than $9.1 billion in consumer healthcare payments annually.
Our Firm Effectus Group is an accounting advisory consulting firm headquartered in the San Francisco Bay Area. Our firm is comprised of former PwC, D&T, EY, and KPMG alumni and former public company finance executives. Our professionals have advised the accounting, finance, and corporate development teams of the world’s most exclusive companies. How We Are Different With so many consulting firms that all claim to do the same thing, does it really matter which firm you choose to engage? We know that it matters and we will show you how Effectus Group is different than all other firms you have worked with.
Company Overview Squeeze is changing the way consumers save money on their household bills. Combining unique technology and a team of experts, we offer our customers real-time quotes and offers on the services they need like auto insurance, internet and more. For many people, as much as 50% of their budget goes toward paying these types of bills. We want to alleviate the financial squeeze so many are feeling in paying these. Saving money on household bills just got a lot easier. Squeeze Insurance holds licenses in 49 states. Squeeze Mortgage, LLC | NMLS #894363 Nmlsconsumeraccess.orgsqueeze.com | (877) 377-8339
Venture First is a boutique financial services group focused on empowering entrepreneurs. At its core, our team believes that innovation is the cornerstone of a healthy economy and an improving society. Venture First works tirelessly to provide innovative companies and their investors with the financial and strategic tools to be successful. Its professionals have worked closely with hundreds of cutting-edge companies and have considerable experience working with technology and healthcare companies. Venture First was established in 2009 and headquartered in Louisville, Kentucky. After working extensively with early and growth-stage companies as an investor, advisor, and operator, founder and CEO John Shumate identified a need for high-end valuation and analytics services at reasonable price. With the belief that small companies operating on a shoestring budget deserve the same sophisticated financial services as their larger counterparts, John set out to develop a superior technology platform and analytical bench that could deliver Wall Street quality services at Midwest prices. The result is a specialty financial services firm that caters to high-growth venture-backed companies from Silicon Valley to Research Triangle Park. By leveraging its proprietary set of rapid-fire analytical tools and combining a vast array of quality data, Venture First’s team delivers market-leading services at prices that accommodate most budgets.
For four decades, State Street Global Advisors has served the world’s governments, institutions and financial advisors. With a rigorous, risk-aware approach built on research, analysis and market-tested experience, we build from a breadth of active and index strategies to create cost-effective solutions. As stewards, we help portfolio companies see that what is fair for people and sustainable for the planet can deliver long-term performance. And, as pioneers in index, ETF, and ESG investing, we are always inventing new ways to invest. As a result, we have become the world’s fourth-largest asset manager1 with US $3.90 trillion* under our care. 1 Pensions & Investments Research Center, as of 12/31/20. *This figure is presented as of June 30, 2021 and includes approximately $63.59 billion of assets with respect to SPDR product s for which State Street Global Advisors Funds Distributors, LLC (SSGA FD) acts solely as the marketing agent. SSGA FD and State Street Global Advisors are affiliated.
Buckingham Strategic Partners is committed to creating a better wealth experience for financial advisors and their clients. The firm’s comprehensive wealth platform supports a nationwide community of financial advisors with the resources they need.
Established in Melbourne in 2015, Airwallex is a payments platform transforming the way businesses move and manage money globally. In today’s fast-changing digital era, our purpose is to empower businesses of all sizes to grow without borders, and by doing so, contribute to the global economy. With technology at our core, we built a global financial infrastructure to help businesses transact, collect and pay across 130+ countries and 50+ currencies, without the constraints of the traditional global financial system. In just five years since we were founded, Airwallex has grown to become Australia’s fastest-growing fintech unicorn and a well-funded international technology leader backed by world-leading investors. Our leadership, innovation and scale have been recognised and awarded by leading independent authorities, such as listing in Forbes' Cloud 100 2020, and placing in the Top 50 of KPMG’s Global Fintech100 two years in a row. To support our ambitious growth plans, we’re looking to expand our global teams with smart, driven and passionate individuals who are excited about joining our rocketship and taking on the challenge of a lifetime.
-19.jpg)
.jpg)
AbitOs specializes in the unique accounting needs of high net-worth individuals with international lifestyles, LATAM, Canadian, and other non-US entities doing business in the US, as well as US entities doing business in those countries and across the globe. Our teams of internationally recognized experts are dedicated to providing highly personalized international tax consulting and forensic services, of the highest quality, and with the utmost of integrity. For more information on our firm and services, please visit abitos.com or call (305) 774-2945.
.jpg)
As an industry-leading ATM services provider, ATM Together is fully committed to using our expertise to guide new ATM business owners in setting up their ideal ATM locations. Whether you need bank location assistance or location finder help or processing network services or even new high-quality ATM machines, we have you covered. ATM Together helps you make the best passive income from your ATM business the stress-free way. Don’t stress about starting your ATM business as we will build your business for you or with you! Learn more about ATM investments and starting an ATM business on our website.
Stuff for brokers is broken. We’ve fixed it. Are you ready to ARIVE? WHO WE ARE ARIVE was founded in 2018 in order to support mortgage brokers with up-to-the-minute technology, putting the machine in service of the human instead of the other way around. WHO WE SERVE As an independent mortgage broker, you need technology that gives you the tools to succeed, then gets out of your way so you can what you do best — serve your borrowers. That’s why ARIVE was meticulously constructed. We’ve done all the work on the back end to make it easy on the front. WHAT WE DO Manage leads. Lock rates. Serve your borrowers. All within a comprehensive mortgage ecosystem like nothing else out there: CRM, POS, LOS, Registration — and a first of its kind Lender Marketplace where brokers can compare products and rates from multiple lenders at a glance. ARIVE. We get you there. And we’re just getting started. WEBSITE ARIVE.com ARIVE is a wholly owned subsidiary of Wizni, Inc.
Fenergo develops leading SaaS financial technology solutions to improve client lifecycle management (CLM) and support regulatory compliance. We connect the world’s financial institutions with their customers to transform the overall experience and relationship. We help firms feel safe by continuously monitoring risks and ensuring regulatory compliance. By enabling operational efficiency and digital transformation, we drive value creation to solve the problems of today and anticipate those of tomorrow. Our technology enables financial institutions to transform the end-to client onboarding and lifecycle experience; continuously monitor risks and ensure regulatory compliance (across KYC, AML, ESG, Tax, SFTR, and Data Privacy frameworks); and enhance operational efficiency. Since 2009 we have developed best-in-class technology to help future proof financial institutions across the buy- and sell-sides. Today, with a global footprint across 14 countries, we remain committed to creating solutions that enable you to operate in complete confidence.
tastyworks is a retail brokerage that provides professional-grade, world-class technology to retail traders at industry-leading prices. We focus on derivatives trading and offer equities, equity options, futures, and futures options. Built from the ground up by a team with decades of experience in the financial industry, we’re a modern brokerage for the current financial climate. *tastyworks is a wholly owned subsidiary of tastytrade and part of a broader family of companies that work to serve all the needs of an individual investor. We aim to fill the financial vertical with: tastytrade, educational content; tastyworks, a platform and tools for trading derivatives; The Small Exchange, retail-accessible futures products; Quiet Foundation, a free investment advisory service; dough, a content-filled, easy-to-use stock-trading app; and luckbox, a monthly print and digital financial magazine.
The Engine, built by MIT, is a venture firm that invests in early-stage companies solving the world’s biggest problems through the convergence of breakthrough science, engineering, and leadership. Our mission is to accelerate the path to market for Tough Tech companies by providing access to a unique combination of investment, infrastructure, and community.
WHAT WE DO: Benefit Plans Plus (BPP) is a Third Party Administrator (TPA) that actively partners with Financial Advisors by providing effective tools, services, and support for front-end business development and client retention. We are experts in retirement plan consulting, personalized plan design, and hassle-free plan administration. WHO WE WORK WITH: Financial Advisors, Business Owners, Retirement Plan Recordkeepers, DCIOs, Payroll Vendors, & CPAs. HOW WE DO IT: Our partners see us as an extension of their business development efforts. From quote to close, and throughout the life of the plan, we support our partners in each phase of the process and offer a host of tools not typically seen in TPA partnerships. We’re successful when they’re successful. WHY IT WORKS: Many of our Financial Advisor partners do not consider themselves retirement plan experts. We commit to being the expert in the room and recent research shows that involving us early in the process to consult with a prospect significantly increases the probability of closing the business. WHAT MAKES US DIFFERENT: Most TPAs tend to be reactive in their methodology. We embrace the opposite approach by using a hands on, consultative approach. Call us early in the process and let us help you craft a strategy to win the business. We write over 150 new plans each year, we know what works and what doesn’t—use us as a sounding board. WHAT OTHERS SAY ABOUT US: “BPP is like a Master Chef… they take the laws and regs governing qualified plans as the ingredients, and based on the tastes of their clients, create a recipe to satisfy their plan goals.” Chris Barlow, Managing Director, KnowHow 401k CONTACT US AT: E: [email protected] P: 314-824-5252
Founded in 2005 with a mission to build a merchant inspired payments platform that would advance the goals of its SMB and enterprise clients and distribution partners, Priority is a leading provider of merchant acquiring and commercial payment solutions. Our platform offers unique product and service capabilities to small and mid-sized businesses (“SMBs”), enterprises of varying age/stage and distribution partners (Retail ISO’s, Financial Institutions, Wholesale ISO’s and ISV’s) across the United States. Since 2013, Priority has grown from the 38th largest U.S. merchant acquirer to become the 13th largest as of the end of 2017. Priority is currently the 6th largest non-bank merchant acquirer in the United States. In 2017, the Company processed over 439 million transactions and over $34 billion in payment volume across a network of approximately 174,000 merchants. Headquartered in Alpharetta, GA, Priority has approximately 480 employees and is led by an experienced team of payment technology executives.
OUR MISSION To save the credit union industry. That's right. Our Mission Statement is not about websites, it's not about design, it's not about "doing the right thing." Our guide, our default, our "north star," is all about providing the absolute best experience possible. Throughout the day, if anyone has a question on what the answer to a particular issue is, the answer always falls back to the mission statement. We've found that it's served us well so far.
Broadway Bank is a multi-billion dollar financial services organization with locations throughout south central Texas. Founded in 1941, Broadway has evolved from a small neighborhood bank into the largest independently-owned bank headquartered in San Antonio. The bank specializes in business banking, private banking, and wealth management. Broadway Bank is a proud member of the FDIC. Mission Statement: To deliver the best banking experience--resulting in lasting relationships. Vision: To always be a financially strong, independent, family-owned bank. At Broadway Bank, we provide opportunities for employees to achieve career growth and reap rewards from their own high performance--creating a positive work environment.
