Top Tech Companies (2,803)
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Growing, funding, and training a pipeline of STEM innovators and entrepreneurs driven to solve the world’s toughest challenges and develop their #idea2impact.
Through streamlined and unique succession strategies, Bluespring Wealth Partners, LLC (Bluespring Wealth) is dedicated to the acquisition and servicing of wealth management firms seeking continuity for clients and the business they have built. Bluespring Wealth was established with the express purpose of helping entrepreneurs transition their business to the next level of growth through successor identification and training, flexible ownership arrangements, institutional-level capital support, and earn-out optimization. By focusing on partnership as the driver of success, we help business owners ensure a lasting legacy while preserving the core values on which their firms were built. Bluespring Wealth is a wholly owned subsidiary of Kestra Financial, Inc.
Irvine & Company, LLC is a growing independent accounting firm located in Portland, OR. Our firm partners with businesses involved primarily in the alcoholic beverage, agriculture and manufacturing industries to provide innovative accounting, tax and advisory solutions.
Adams Street Partners is a global private markets investment manager with investments in more than thirty countries across five continents. Drawing on over 50 years of private markets experience, proprietary intelligence, and trusted relationships, Adams Street strives to generate actionable investment insights across market cycles. Adams Street is 100% employee-owned and manages $58 billion in assets under management. Adams Street has offices in Austin, Beijing, Boston, Chicago, London, Menlo Park, Munich, New York, Seoul, Singapore, Sydney, and Tokyo
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Our Vision To give people from all backgrounds the power to become financial services business owners, so that every family can access financial knowledge, products, and resources to prepare for a better future. Our Mission To empower financial services entrepreneurs with the tools they need to help families have better futures. www.worldfinancialgroup.com
Imagine a financial partner that will be with you throughout the life of your business. You need clear steps to take to make your business as strong and smart as possible. Equipment financing, debt restructuring and revolver credit – these services we offer provide the tools that keep your company’s finances thriving. We can’t guarantee that the solution will always be simple, but we can promise that communications with your Equify Financial representative responsible for your note will be. Equify Financial does not sell your note to third parties, which means we’ll be with you every step of the way.
Insto facilitates automatic billing for recurring services and installment plans with two core products, Insto and Insto+. Insto enables independent professionals and freelancers--personal trainers, tutors, graphic designers, and more--to bill their customers on a periodic basis, automatically. Insto+ empowers individual sellers and small businesses to offer interest-free installment plans without turning to expensive loans. Founded in 2013 with offices in San Jose and Taipei, Insto brings Taiwan’s burgeoning entrepreneurial spirit to Silicon Valley’s established startup community. Insto is supported by notable angel investors and will continue striving to disrupt the status quo of traditional finance.
When we started Melio, we wanted to totally reinvent the way businesses pay each other. More than an efficient accounts payable tool, we’ve created a digital B2B payment platform that not only saves time but also improves cash flow. With Melio, you choose exactly how you pay and get paid, and stay on top of invoices for good. Every transaction is simple and seamless. We’re proud to help our growing community of businesses spend more time with their customers—and less time with their books.
Citizens First Bank is a Bauer 5-star rated bank, founded in 1991 specifically to fill the needs of The Villages® community and to conscientiously and joyously serve our residents in every way possible. Since that time, we have stayed committed to our Villages residents and have expanded to serve Leesburg, Fruitland Park, Ocala, and other surrounding communities. Our commitment to core values drives us to provide extraordinary customer service, convenient and welcoming branches, beneficial technology, and most importantly, lifelong relationships.
Securities offered through American Portfolios Financial Services, Inc. (APFS), Member FINRA, SIPC. Advisory services offered through American Portfolios Advisors, Inc. (APA) and/or Novem Group, SEC-Registered Investment Advisers. Novem Group is independent of APFS and APA. Please refer to your representative’s FINRA BrokerCheck for firm affiliations. Any opinions expressed in this forum are not the opinion or view of Novem Group, APFS, or APA and have not been reviewed for completeness or accuracy. Any comments or postings are for informational purposes only and do not constitute an offer or a recommendation to buy or sell securities or other financial instruments. Readers should conduct their own review and exercise judgment prior to investing. Investments are not guaranteed, involve risk, may result in a loss of principal, and are not suitable for all types of investors. Past performance does not guarantee future results. (PMR29153 7-19-21)
Resource Management Service LLC (RMS) is a global forestry-centered investment manager with significant expertise in all phases of institutional timberland investing. Founded and managed by forestry professionals and owned by its employees, RMS is headquartered in Birmingham, Alabama, with offices across the U.S. South and Brazil.
Amid today's inflationary environment, the demand for online money-saving tools like cashback rewards and coupons has reached unprecedented levels. At the same time, the financial services landscape is undergoing a transformation, with banks seeking to expand their strictly-transactional role, instead becoming integral to customers' financial well-being through education, rewards, and value-added offerings. This is where Wildfire meets demand, with a cutting-edge white-label cashback rewards platform designed to cater to the needs of banks, card issuers, and other enterprises. Our platform enables the seamless delivery of shopping rewards and coupons directly to a bank's customer base. By leveraging Wildfire's rewards platform, banks not only enhance customer engagement, build positive brand associations, and foster loyalty, but also provide practical money-saving tactics to customers grappling with high prices. Wildfire's white-label cashback rewards platform empowers businesses to offer their own customized rewards programs, boosting customer retention and satisfaction. In a world where customers are seeking financial relief while shopping, Wildfire offers a compelling solution. Wildfire also launched RevenueEngine.ai in Q3 2023. This platform is the industry's first solution for monetizing ecommerce transactions driven by generative AI-powered applications, plugins, and products. RevenueEngine.ai turns AI-created product recommendations from general and specialized chatbots, predictive text, or other software that generates or enhances content into monetized, revenue-driving ecommerce links to nearly 60,000 online merchant programs around the world. Whenever products are mentioned in generated content, RevenueEngine transforms those product mentions into monetizable links so that creators can earn a share of purchases made through those links.
VEDC is a national non-profit business development organization with a 41-year history of changing small business. As a certified Community Development Financial institution (CDFI), our mission is to create jobs through small business development in under-served communities. We provide loans and educational assistance to local small businesses, particularly those owned by women and minorities who don’t qualify for traditional financing. To learn more, call 1-800-304-1755 or visit vedc.org
Significant Event - On December 2, 2020, Waddell & Reed Financial, Inc. (“WDR”), the parent company of Ivy Investment Management Company (“Ivy”), and Macquarie Management Holdings, Inc., the U.S. holding company for Macquarie Group Limited's U.S. asset management business (“Macquarie”), announced that they had entered into an agreement whereby Macquarie would acquire the investment management business of WDR (the “Transaction”). The Transaction closed on April 30, 2021. Post close, US mutual funds managed by Ivy will be directly managed by other Macquarie entities, however, Ivy continues to provide investment advisory services to certain institutional and model portfolio accounts as part of Macquarie. See the announcement for the details: https://www.macquarie.com/about/news/2021/macquarie-group-completes-acquisition-of-waddell-and-reed-financial.html Macquarie Asset Management operates as a global asset manager with more than 1,900 staff operating across 20 markets in Australia, the Americas, Europe, and Asia and has been managing assets for institutional and retail investors through affiliates since 1980. This page does not promote any mutual fund product or service. Nothing presented should be construed as a recommendation to purchase or sell any security or follow any investment technique or strategy. Intended for financial professional audience.
Vanilla is the world’s first estate advisory platform, built by advisors and estate professionals to help deliver a modern, visual estate planning experience to their clients. Harnessing a purpose-built AI engine called VAI, the Vanilla platform provides valuable insights to advisors and attorneys while demystifying the planning process for clients at all levels of wealth. Vanilla supports the entire estate planning process, including understanding client goals and current plans, visualizing the plan, and strategizing on taxes. Clients can even create trusts, healthcare directives, powers of attorney, and more through Vanilla. The Vanilla platform enables advisors, planners, and attorneys to foster stronger relationships, achieve greater retention, and help their clients build meaningful legacies.
Sure Sports, established in 2009, offers customized banking solutions for professional athletes in the NFL, NBA, MLB, NHL and MLS. We specialize in Contract-Based Financing but offer a wide range of financial products, including Pre-Draft Loans and McKenzie Mortgages®, designed exclusively for professional athletes. Sure Sports handles all aspects of the financing process. Our mission is to provide better banking for athletes. Our objective is to give professional athletes a chance at qualifying for credit through their professional contract, rather than credit history or score, and provide low-cost loans and loan refinances to athletes. Our services include: -Contract-Based Financing -Pre-Draft Financing -Mckenzie Mortgage® -Free Agent Financing -Arbitration Financing -Insurance Premium Financing For more information or to submit a request, contact Sure Sports at 954.620.7038 or www.suresports.com
Our mission is to be the industry leader in merchant services by providing an innovative suite of business solutions, a high level of quality service, and having professional, dedicated employees that increase the financial well-being of our clients. Our employees and clients receive the same concern, respect and caring attitude. Since 1988, EMS has grown to become a leading provider of payment processing services and electronic transactions. The company operates in over 100 U.S. cities with the corporate headquarters located in Cleveland, Ohio.
There is a smarter, better way to own your home. We call it home co-investing. Unison offers a smart new financing alternative for accessing your equity without taking on debt. We reduce debt and deliver a less risky way for homeowners, investors, and society to think about their most important asset - the home.
Disruptive technology requires disruptive investors. CoinFund is a cryptoasset-focused investment firm founded in 2015 and based in Brooklyn, New York. Our mission is to help advance the blockchain ecosystem by strategically investing in the decentralized stack and key financial infrastructure using an approach informed by our extensive blockchain technology expertise and experience in the industry. Our team brings together multidisciplinary backgrounds in technology, computer science, math, law, economics, finance, quantitative research, and psychology. As a valuable strategic investor we seek to define the space by supporting project teams in the early stages, directly participating in decentralized networks as validators and resource providers, and assisting entrepreneurs with technology architecture specification and cryptoeconomic design. If you are a blockchain project founder or are interested in exploring these technologies for your product, please get in touch with us at [email protected] or join us in the CoinFund Slack.
Barsa & Company is a CPA firm located in San Diego, CA. We work primarily with small to medium sized companies. Our clients appreciate our high-touch philosophy, our expertise, and our dedication to their success. We provide full outsourced accounting, part-time Controller/CFO and bookkeeping services, as well as both corporate and individual tax planning and preparation. Our unique approach to client service sets us apart from our competition. We also assist companies in evaluating and selecting financial software so they can maximize their investment by choosing the right software to suit their needs, both today and into the future.
