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Consulting • Financial Services
New York, New York, USA
94 Employees

Since 2005, Prospect 33 has delivered business and technology change consultants for transformation and innovation programmes within the Investment Banking and Financial Services industry. With a global footprint in New York, Montreal, Warsaw, Singapore and London, we have built a reputation as the leading tier-two management consultancy in our sector. We draw on our depth of industry knowledge and domain expertise from regulatory overhaul to resource transformation, re-shoring, AI, data quality as well as business and technology innovation. Our team has the know-how and commitment to deliver first class solutions and a reputation to back it up


Insurance • Financial Services
Omaha, Nebraska, USA
35 Employees

Pattern is a group of physician-only financial consultants who have provided trusted advice to thousands of doctors and practices from around the globe. We significantly invest in educating our clients about financial products and services and take the time to build a strong working relationship predicated on loyalty and trust. Working with thousands of physicians through the years has given us an understanding of the opportunities and obstacles faced by physicians and their practices. This allows us to cater specific solutions and advice to help simplify their lives and reach their financial goals.


Automotive • Financial Services
Englewood, Colorado, USA
130 Employees

Founded in 2006, iLending is a national leader in automotive refinancing. Through strategic partnerships with credit unions, banks, and other financial institutions nationwide, the company offers competitive interest rates on auto loans and creative financing solutions to thousands of consumers a year.


Financial Services
New York, New York, USA
2,661 Employees

ICAP, part of TP ICAP group, is a leading markets operator and provider of execution and information services. Efficient financial markets are vital to global and national economies. As a leading markets operator ICAP provides a wide variety of electronic execution and information services for wholesale market participants. ICAP facilitates the flow of capital and investment through the financial system and supports government and corporate borrowing.


Financial Services
Provo, Utah, USA
27 Employees

At The Accounting Guys, we help our clients, located throughout the US and Canada, make intelligent business decisions—right from the get-go! Reduce your taxes, increase your profits, and empower your company by having The Accounting Guys helping you keep score.


Financial Services
Maitland, Florida, USA
31 Employees

RedChip is the world leader in investor relations, financial media, and research for microcap and small-cap stocks. Founded in 1992, and headquartered in Orlando, Florida, with affiliates in New York and Pittsburgh, RedChip has helped hundreds of companies achieve their capital markets goals. RedChip has been ranked by Inc. magazine as one of the fastest growing privately held investor relations firms in the U.S. RedChip represents 70+ emerging growth companies in a variety of industries including Business Services, Esports Gaming, Consumer Goods, High Tech, Industrials, Mining and Minerals, Electric Vehicles, Drones, Crypto, and EdTech. Our unique platform combines traditional investor relations services with multi-media marketing. Our weekly TV show, the RedChip Money Report®, which airs on Bloomberg 7 P.M. Eastern every Saturday, delivers insightful commentary on small-cap investing, interviews with Wall Street analysts, financial book reviews, as well as featured interviews with executives of public companies. Our traditional investor relations platform includes retail and institutional road-shows in 10 U.S. cities, press-release writing, strategic counsels, management of quarterly conference calls, script writing, power-point presentation development, and more.


Fintech • Payments • Financial Services
Omaha, Nebraska, USA
956 Employees

Most banks offer similar services. It’s how those services are delivered and how the bank treats you as an individual that sets it apart. Here are a few examples of what makes us different: Stability Nearly 50 years of family ownership has given Union Bank & Trust a consistent direction and long-term relationships with customers and employees. Half of our senior managers have been with the bank for 20+ years and 150 of our employees have worked here 10+ years. Relationships Knowing our customers is of utmost importance to us. This relationship-driven approach enhances our ability to provide the best service and solutions for individuals, families and businesses. Flexibility Local ownership gives us the flexibility that national banking chains simply don’t have. We enjoy creating solutions for customers that do not fit a “cookie cutter” approach. Nebraska Ownership Being family owned and operated means we’re more accessible. We do not have multiple layers of decision-makers spanning the midwest or the entire country. Timeliness Our size and streamlined organizational structure enable us to react quickly and provide timely answers to our customers. Community Involvement We all live and work here. We understand the role a financial institution should play in its community. Union Bank’s financial commitment to the community is substantial, and our employees give generously of their time and talent.


Financial Services
Van Nuys, California, USA
126 Employees

WHAT WE DO: LoanMart is a leading technology company providing non-traditional lending services since 2002. We provide loans directly to consumers, as well as through a network of business partners. Our form of financing enables car owners to achieve their financial objectives. We are able to fund most loan requests since our financing is secured by the value of the car, which verifies that the loan can be paid back by the borrower. OUR MISSION AND VALUES: LoanMart was founded on a mission to provide superior service to customers while establishing a stable, financially responsible company. LoanMart has an established an outstanding reputation for quality service, credited to our dedicated employees. The success of our organization is due to our Commitment, Accountability, Innovation, and Integrity


Financial Services
Scottsdale, Arizona, USA
31 Employees

The Van Tuyl Companies is the enterprise overseeing the business interests of the Van Tuyl family. It engages in a broad range of investment activities including public and private securities and real estate development. The Van Tuyl Companies’ strength is its people, resulting in a culture of integrity, entrepreneurial spirit and sound business discipline.


Financial Services
Plano, Texas, USA
744 Employees

Alkami Technology, Inc. is a leading cloud-based digital banking solutions provider for financial institutions in the United States that enables clients to grow confidently, adapt quickly and build thriving digital communities. Alkami helps clients transform through retail banking and business banking, digital account opening, loan origination, and multi-payment fraud prevention solutions.


Financial Services
Minneapolis, Minnesota, USA
35 Employees

Advanced Capital Group is a registered investment advisory (RIA) firm based in Minneapolis, MN. Our expert team uses a proactive and collaborative approach that enhances financial results for organizations and individuals, with a specific focus on Institutional Investment Consulting, Participant Financial Wellness Services, Institutional Investment Management and Individual Investment Management. Additionally, Benefits & Risk Consulting is provided to our clients through a strategic partnership.


Financial Services
Coppell, Texas, USA
57 Employees

We’ve officially changed our name to Reprise Financial, and we're looking forward to a bright future serving our customers and providing them with a way to begin again.


Financial Services
2 Offices
5,000 Employees

eVestment, a part of Nasdaq, provides institutional investment data, analytics and market intelligence covering public and private markets. Asset managers and general partners reach the institutional marketplace through our platform, while institutional investors and consultants rely on eVestment for manager due diligence, selection and monitoring. eVestment brings transparency and efficiency to the global institutional market, equipping managers, investors and consultants to make data-driven decisions, deploy their resources more productively and ultimately realize better outcomes.


Healthtech • Financial Services
Sheboygan, Wisconsin, USA
577 Employees

Since 1997, HSA Bank has been leading the way to a healthy financial future for our clients and members. HSA Bank uses technology and innovation to simplify the health account experience while offering reliable and responsive support to our business partners and members. This commitment to leadership has propelled us to become one of the nation's largest providers of Health Savings Accounts (HSAs) with $7 billion in assets under administration. We also offer Flexible Spending Accounts (FSAs), Health Reimbursement Arrangements (HRAs) and Commuter Benefits (Mass Transit & Parking). Headquartered in Wisconsin, HSA Bank is a division of Webster Bank, N.A., member FDIC. Webster Financial Corporation (NYSE: WBS) is the holding company for Webster Bank, N.A.


Blockchain • Virtual Reality • Financial Services • Cryptocurrency
Palm Beach, Florida, USA
71 Employees

An emerging technologies platform for global financial markets.


Financial Services
New York, New York, USA
980 Employees

Gen II is a leading fund administration provider focused entirely on serving private capital asset managers and investors. Since its inception in 2009, the company has become one of the largest independent private capital fund administrators, with more than $1 trillion of private fund capital under administration. Gen II offers private fund sponsors a best-in-class combination of people, process, and technology, enabling GPs to manage their operational infrastructure, financial reporting, and investor communications most effectively. For more information, please visit gen2fund.com. Privacy Policy: www.gen2fund.com/privacy-policy


Financial Services
Charlotte, North Carolina, USA
31 Employees

XUP, short for transactions “up”, is a vertically focused payment platform that provides a seamless connection between financial services, processors, merchants, and ultimately customers. XUP combines years of industry experience with deep payments and technology expertise to bring payment processing solutions to Healthcare, Commercial Real Estate, and Technology markets. Our products are designed and built with one guiding principle in mind: provide payment experiences that are simple and innovative, yet perfectly aligned with customer needs. By tailoring everyday solutions, such as enrollment, boarding, processing, and support tools, to specific industries, we empower our partners to build stronger customer relationships and drive incremental value.


Fintech • Payments • Financial Services
Shaker Heights, Ohio, USA
10 Employees

BudgetEase provides shared time bookkeepers to small businesses including not for profit, grant financed organizations, service companies and eCommerce businesses. We are QuickBooks experts. We love helping other small businesses succeed. At BudgetEase, we get to do that. Our mission is to make our clients more profitable. We do this in three ways: Having fun while getting things done(we take some of the stress off our clients so they can focus on other areas of their business), Providing a cost effective solution (we add more value than our clients pay in fees) and Being better together (as a team we are smarter than lone bookkeepers and as a results our clients are smarter with us on their team) . With QuickBooks Advanced Certifications we are able to help small businesses set-up their QuickBooks, clean up QuickBooks or maintain it. We are also certified by Bill.com, Expensify, Method, Live Plan, Cash Flow Tool, Ebillity and Tsheets. Other services include: bookkeeping training, grant accounting, IOLTA record keeping, cash flow forecasting, high net worth bookkeeping, dental record reconciliation, communicating with your CPA firm, and assisting in obtaining a Small Business Loan. Interested? Visit our website at www.budgetease.biz or call us at 216.333.1303


Financial Services
New York, New York, USA
187 Employees

CPA.com has the overarching mission of empowering CPAs and businesses for the digital age. The company's core offering of web-based technology solutions targets the practice management, client services and developmental needs of financial professionals in an increasingly complex world. In addition to its CPA.com branded offerings, the company forms strategic alliances with leading solutions providers focused on the accounting profession and serves as a value-added distributor of these solutions to CPA firms nationwide. CPA.com is a subsidiary of the American Institute of CPAs, the world's largest member organization representing the accounting profession. It powers key market-facing websites such as the AICPA Store, AICPA.org and IFRS.com. The AICPA Store annually ranks among Internet Retailer's top 500 commercial websites. CPA.com (formerly known as CPA2Biz) was founded in 2001 by the AICPA under the oversight of its governing council. The company changed its name to CPA.com in May 2014. CPA.com is headquartered in New York, N.Y., and has offices in Santa Clara, Calif., Dexter, Mich., and Durham, N.C.


Artificial Intelligence • Fintech • Information Technology • Financial Services
2 Offices
88 Employees

Trullion is revolutionizing the accounting world with its AI-powered platform designed for finance teams, accountants, and auditors. By automating financial workflows, Trullion increases efficiency, prevents costly oversights, and drives collaboration. Our mission is to build accounting and audit technology that people love, making the industry more efficient, transparent, and human-oriented. Established in 2019, Trullion is headquartered in New York, with offices in Tel Aviv and London. We are backed by Aleph, Third Point Ventures, Greycroft, StepStone Group, and leading global CFOs, offering a customer-centric experience from speedy implementation to a convenient managed service model.