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Financial Services
Weston, MA, US
402 Employees

Leverage our SaaS WealthTech platform to increase productivity and revenue, streamline operations, and reduce costs and regulatory risk.


Fintech • Financial Services
2 Offices
501 Employees

With 200 years of community banking experience and a portfolio of $5.0 billion in assets, Five Star Bank offers a wide range of consumer and commercial banking services to individuals, municipalities and businesses through a network of more than 45 branches and offices in Western and Central New York State. We provide our customers a dedicated team of over 600 employees who work together in an environment of trust, integrity, and mutual respect. Our customers are at the heart of our organization, where every interaction is an opportunity for us to deliver a friendly, professional, relationship building experience. We take great pride in being a part of each and every community in which we serve. We're committed to giving back to a variety of non-profit organizations, neighborhood charities and countless others. We are proud to be there for you, our customers, wherever, whenever and however you need us. We are Five Star Bank.


Financial Services
Ontario, CA, US
595 Employees

On August 10, 2018, Citizens Business Bank and Community Bank completed its merger. About Citizens Business Bank Citizens Business Bank is consistently recognized as one of the top performing banks in the nation. The Bank offers a wide array of banking, lending, and investing* services through 68 Business Financial Centers and 3 Trust Office locations serving the Inland Empire, Los Angeles County, Orange County, San Diego County, Ventura County, Santa Barbara County, and the Central Valley area of California. CVB Financial Corp. (“CVBF”) is the holding company for Citizens Business Bank. CVBF is one of the 10 largest bank holding companies headquartered in California¹ with assets of approximately $11.5 billion Shares of CVBF common stock are listed on the Nasdaq under the ticker symbol “CVBF.” For investor information on CVBF, visit our Citizens Business Bank website at cbbank.com and click on the “Investors” tab. Contact Us Today 888.228.2265 | cbbank.com Member FDIC | Equal Housing Lender | Equal Opportunity Employer | NMLS #417441 *Not FDIC Insured | Not Bank Guaranteed | May Lose Value ¹As of 8.10.18


Financial Services
New York, NY, US
2,471 Employees

Man Group is a global active investment management firm, which runs $127 billion* of client capital in liquid and private markets, managed by investment specialists based around the world. Headquartered in London, the firm has 15 international offices and operates across multiple jurisdictions. Our business has five specialist investment engines, which represent the range of our capabilities: Man AHL, Man Numeric, Man GLG, Man FRM and Man GPM. These engines house numerous investment teams, working collaboratively within the framework of Man Group, with a high degree of investment autonomy. Each team benefits from the strength and resources of the firm’s single operating platform, enabling their primary focus to be seeking to generate alpha for clients. The teams invest across a diverse range of strategies and asset classes with highly specialised approaches, with long only and alternative strategies run on a discretionary and quantitative basis in single and multi-manager formats. Our clients are at the heart of everything we do and we engage in close dialogue with our investors as strategic partners, to understand their particular needs and constraints. Man Group’s investment teams are empowered and supported by our institutional infrastructure and technology, which aims to facilitate the efficient exposure to markets and effective collaboration across the organisation.


Financial Services
New York, NY, US
25 Employees

Third Sphere works for founders transforming global systems. We’ve made over 100 investments in notable firms like Cove Tool, OneWheel and Bowery Farming. We’re usually a pre-customer investor and offer traditional venture as well as credit finance, along with coaching and connections to over 12,000 customers, investors focused on re-imagining our planet. Our team is ranked in the 99th percentile of climatetech investors on NFX Signal, and Techcrunch named us one of the top 10 VCs founders love the most. We know that climate is about more than carbon—it’s also about force multipliers like asset finance and distribution. We believe the best climate solutions don’t look like climate solutions at all, just better, faster, and cheaper products and services. We prefer rapid deployment that will get us close to 1.5C in warming while upgrading our systems to make them more resilient. But we’ll also look at moonshot opportunities because we know we need a plan B. [VC] A real investment is about more than capital. We invest at the earliest stages, usually pre-customer, stay close to our founders, and work with them from the inception of our relationship so they can build relationships with other founders, investors, and customers. [Credit] Our investments are designed to minimize dilution and preserve ownership for your team without compromising on rapid growth and impact. That’s why, in addition to venture investment, we lend and create asset finance structures like leasing vehicles. [Platform] The Third Sphere platform helps to connect portfolio founders with leading founders, investors, and customers in climatetech. We use it internally to source the most promising investments and to make introductions within our network in order to increase our portfolio’s chances of achieving rapid impact at scale. [History] We probably look familiar. We used to be known as Urban Us. Here's what's changed - https://hubs.li/Q014-Jsb0


Financial Services
Coral Gables, FL, US
27 Employees

De La Hoz, Perez & Barbeito, PLLC is a rapidly growing CPA firm in South Florida with a dedicated team of professionals. Our firm has provided over 30 years of quality service to businesses and individuals around the world. Our mission is to provide our clients with quality service, understand our clients’ businesses, and meet their needs in the most effective and efficient way. We provide a wide range of services to individuals and businesses in a variety of industries. We strive to meet each client's specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment. Our professional services include: - Tax Compliance Services - Audits, Reviews, and Compilations - Litigation Support and Forensic Accounting - Bookkeeping/Write-up - IRS Representation - Due Diligence of Mergers, Acquisitions, and Sales - Estate and Trust Planning and Tax Preparation - Entity Selection and Restructuring - International Taxation


Fintech • Financial Services
Phoenix, AZ, US
1,924 Employees

Making Mortgage Lending Fun & Easy


Fintech • Financial Services
Lakewood, OH, US
306 Employees

We’re proud to have been a constant and reliable presence in Northeast Ohio for 80+ years. With 18 full-service branches and assets nearing two billion dollars, First Federal Lakewood is the largest, independent, depositor-owned bank in Ohio. We’re unique in that we’ve always considered our customers, employees, local businesses and the wellbeing of the community in our decisions--not shareholders. When you choose First Federal Lakewood as your banking institution or employer, you’re choosing to join people just like you who believe in their community and are committed to helping it thrive. Our uniqueness is in our friendly, neighborhood banking experience, which also makes for a pretty great work environment. Our bank colleagues are important given that we specialize in serving our neighbors and businesses who stimulate the economic vitality of the communities where we live and work. We work every day to provide individuals and business with checking and savings options, mortgage lending, investment services, and much more. Each and every colleague plays a role in our success, and our communities’ success. That’s something to be proud of. Equal Housing Lender. Member FDIC.


Other • Financial Services
Washington, DC, US
98 Employees

Since 1979, Prosperity Now (formerly CFED) has been a persistent voice championing economic opportunity, innovating outside of and beyond existing systems to build power for all communities. We advance racial and ethnic economic justice by investing in bold new ideas, and we work deeply at both the grassroots and national level to impact the entire ecosystem. By setting goals for our economy and following through with targeted approaches based on need, we are equipped to drive forward and cement big structural solutions. Join Prosperity Now in creating a new, transformed economy that works for all of us. Visit us at prosperitynow.org.


Financial Services
Kansas City, MO, US
1,148 Employees

We are Block Advisors by H&R Block. Our tax pros help small business owners get every credit and deduction they deserve—with tax prep available year-round and 100% accuracy guaranteed.

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Fintech • Software • Financial Services
4 Offices
341 Employees
DailyPay, Inc. Thumbnail
Fintech • HR Tech • Payments • Social Impact • Financial Services
2 Offices
900 Employees
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Fintech • Information Technology • Machine Learning • Software • Analytics • Financial Services
3 Offices
1459 Employees
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Fintech • Marketing Tech • Professional Services • Financial Services
3 Offices
1800 Employees
tastytrade/ tastylive/ tastyfx/ tastycrypto Thumbnail
Fintech • News + Entertainment • Software • Financial Services
Chicago, IL, US
265 Employees
Citadel Thumbnail
Information Technology • Software • Financial Services • Big Data Analytics
19 Offices
4000 Employees
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Fintech • Insurance • Financial Services • Cryptocurrency
New York, NY, US
83 Employees
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AdTech • Fintech • Mobile • Financial Services
3 Offices
117 Employees
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Fintech • Software • Financial Services
7 Offices
750 Employees

Financial Services
Omaha, NE, US
3,917 Employees

For more than 165 years, FNBO, a subsidiary of First National of Nebraska, has set the standard for outstanding customer service coupled with some of the most innovative financial products in the industry. When it opened in 1857, FNBO was a local bank that served only Omaha and the surrounding communities. Today, FNBO has locations in eight states and more than 6.6 million customers across the country. First National of Nebraska and its affiliates have nearly $30 billion in managed assets and 5,000 employee associates. We've come a long way in the last century and a half. As you browse through our site, we think you'll understand why we've been so successful – and why we're so excited about what the future holds for our customers and our organization. Check us out at www.fnbo.com.


Information Technology • Financial Services
New York, NY, US
822 Employees

Virtu is a leading financial firm that leverages cutting edge technology to deliver liquidity to the global markets and innovative, transparent trading solutions to our clients. We combine our market structure expertise and execution technology to provide deep liquidity and competitive bids and offers in over 19,000 securities, at over 235 venues in 36 countries and unrivaled execution technology to our clients, while creating more efficient and stable markets worldwide. We strongly believe that transparency enables market participants to make better, more informed decisions while making markets more efficient. We strictly adhere to our core set of client values with each and every trade: Transparency, Reliability & Virtue.


Financial Services
San Diego, CA, US
1,129 Employees

Cetera Financial Group empowers the delivery of professional financial advice to individuals, families and company retirement plans across the country. We support independent and institutions-based advisors, tax professionals, and bank and credit union investment programs, ensuring they have the objective research, regulatory guidance, technology, tools and resources they need to help them and their clients pursue their dreams for the future. While our multiple distinct firms allow us to customize how we serve the needs of each advisor and investment program, all are united through our exclusive Advice-Centric Experience™, which makes the delivery of financial insight and advice more efficient, more transparent, and more human. Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), Cetera Financial Specialists LLC, and First Allied Securities, Inc. All firms are members FINRA / SIPC. Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services


Blockchain • Fintech • Financial Services
Incline Village, NV, US
44 Employees

Kava Labs is focused on democratizing financial services and making them openly accessible to anyone, anywhere in the world. We started out by building the Kava blockchain, a foundational platform designed to provide the most safe, secure, and reliable experience for accessing Decentralized Financial(DeFi) apps and services. Today that platform manages over $1B in assets on behalf of users and is growing rapidly. We are a remote-first, globally distributed team that values first principle thinking, experimentation, and learning to ensure long-term success. We are not dogmatic in our approach, but we are relentless in our pursuit to create impactful technology for the future. We have a diverse set of backgrounds, skills, and culture but we’re all united in our passion about building new open financial infrastructure — together, so that our efforts will make a real impact and create lasting change in the world.


Financial Services
San Diego, CA, US
24 Employees

Insight Economics is an economic consulting firm headquartered in San Diego, CA, with offices in Raleigh, NC and Washington, DC. Insight Economics provides economic expertise in a variety of areas in litigation and business consulting, including economic damages, lost profits, reasonable royalty, intellectual property, commercial success, licensing, negotiation, antitrust, competition, financial analysis, and valuation.


Financial Services
Scottsdale, AZ, US
30 Employees

Eventus Advisory Group is a CFO-services firm that provides finance and accounting expertise and capital advisory services to small and medium-sized companies, both public and private. Our mission is to complement the core competencies of our clients with valuable corporate finance expertise and to provide avenues for financial resources. We help our clients meet their internal financial reporting needs, as well as their regulatory requirements so that they are prepared for the financial reporting challenges and opportunities that regulatory bodies and the marketplace present. We work with the CEO, CFO and executive teams of companies to offer a wide variety of services that enable our clients to grow and to achieve their objectives. For almost twenty years, our principals have been active in the operational and financial aspects of public and private companies, from assisting them with executing and developing their business plan through all of the appropriate finance and accounting infrastructure. We help clients on capital planning by advising on the structure of equity and debt financings for private or institutional capital. Additionally, we take an active role for our public clients by managing all of their SEC compliance in the preparation of registration statements, filing of quarterly and annual reports with the SEC and managing board and stockholder meetings. Our professionals bring business operations and financial experience that provide practical business-oriented solutions to our clients’ issues, while meeting clients’ objectives effectively and efficiently, including leveraging our relationships within the capital markets


Financial Services
Minneapolis, MN, US
1,501 Employees

Piper Sandler Companies (NYSE: PIPR) is a leading investment bank driven to help clients Realize the Power of Partnership®. Founded in 1895, the firm is headquartered in Minneapolis with more than 50 offices across the U.S. and in London, Aberdeen and Hong Kong. We offer a full suite of products to serve our clients’ business life cycle needs, geographic reach in an increasingly global market, and deep expertise in our core sectors. More at PiperSandler.com. DISCLAIMER Piper Sandler Companies (NYSE: PIPR) is a leading investment bank driven to help clients Realize the Power of Partnership®. Securities brokerage and investment banking services are offered in the U.S. through Piper Sandler & Co., member SIPC and NYSE; in the U.K. through Piper Sandler Ltd., authorized and regulated by the U.K. Financial Conduct Authority; and in Hong Kong through Piper Sandler Hong Kong Ltd., authorized and regulated by the Securities and Futures Commission. Alternative asset management and fixed income advisory services are offered through separately registered advisory affiliates.


Financial Services
Johnston, IA, US
428 Employees

SHAZAM pioneered the PIN-debit point-of-sale transaction, still used worldwide today. We’re the only nationwide independent, member-owned debit network, processor and core provider supporting community banks and credit unions. Since we don’t answer to shareholders, we can reinvest profits in technologies our clients need as they serve the next generation of consumers. SHAZAM ensures our clients have the products and services they demand and expect in a cost-effective way. Founded in 1976 and headquartered in Iowa, we’re a leader in payments and financial technology, with a simple mission: Strengthening community financial institutions.


Financial Services
Mesa, AZ, US
494 Employees

Acumen is one of the most experienced fiscal agents in the country specializing in self-directed programs. Our services help thousands of people lead more independent lives. We provide a variety of cost-effective, valuable services, each offered as a stand-alone option or packaged to provide a complete solution. Our primary business categories are: Customer Service Center Customer Satisfaction Surveys Human Resources Support Payroll Claims Processing Employee/Vendor Registry Training General Accounting Support Documentation Storage


Fintech • Financial Services
Leander, TX, US
109 Employees

Digital finance. Human service. Since 2007, Tresl®has equipped car owners to reach their financial potential. We intelligently connect you with personalized financial resources for auto purchasing & refinancing from our network of lenders, delivering savings into the palm of your hand. Even better, throughout our end-to-end process, you will have the support of our cutting-edge financial technology and our consultative team of expert advisors, so that you can make the financial decisions that are right for you. Discover how Tresl® is building the ultimate auto finance support platform with... • Instant pre-qualification with no credit impact so you can feel confident about your next move • Dedicated Tresl® Finance Advisors to provide consultative support • A proprietary portal experience that allows you to complete our process from anywhere We deliver financial resources in a surprisingly efficient, informative, and compassionate manner.