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Financial Services
New York, NY, US
11 Employees

At BANKEX, we develop a crowdsource PROOF-OF-ASSET protocol of liquidity and an ecosystem built around it. The protocol facilitates digitization, tokenization and exchange of real assets. Our mission is to add liquidity to assets that have an underrated value due to the way that classic financial markets currently operate. We’re not only on LinkedIn! You’re warmly invited here as well: ? twitter.com/bankex — interact with us on world’s most dynamic platform; ? reddit.com/r/bankex — keep your geeky eye on what’s new; ? facebook.com/bankexchange — share your opinion and chat with admin people; ? t.me/bankex — ask questions (local sub-groups available!); ? instagram.com/bankex — see the glimpses of our daily work; ? youtube.com/bankex — watch the videos from- and about us; ? blog.bankex.org — read our latest news; ? github.com/bankex — check our code if “coding is life”.


Financial Services
Denver, CO, US
44 Employees

The global investment platform for gaming, Web3, and immersive technology. ? Legal Disclaimer: The views expressed in linked content generated by unaffiliated third parties are the opinions and projections of the author, and not BITKRAFT Ventures (“BITKRAFT”). Unless otherwise noted, they are subject to change at any time based on market and other conditions. BITKRAFT does not represent that any opinion or projection will be realized.


Financial Services
Oklahoma City, OK, US
130 Employees

With over 40 locations across Oklahoma and Texas, we strive to provide outstanding service to meet the needs of our customers and contribute to the economic strength of the communities we serve. Through our associates at each location, we are committed to providing a high level of personal and professional customer service in a community bank setting while maintaining our commitment to personal integrity, customer service and community involvement.


Financial Services
Cleveland, OH, US
13 Employees

In March of 2018, Western Reserve Trust Company was granted its charter from the State of Ohio as a non-depository bank to engage primarily in the personal trust business. Western Reserve was formed by three veteran trust and estate lawyers who saw a growing demand from their affluent clients and their families for a client centric trust company headquartered in the Midwest. Located in Cleveland, Ohio, Western Reserve provides trust and estate services, along with a variety of family office services, all of which are specifically tailored for each client relationship. Western Reserve does not provide investment management services but instead works closely with registered investment advisors, large banks and broker dealers to obtain those services for its clients. Western Reserve and its employees believe clients want and deserve a traditional personal relationship with their trustee that is based on experience and a long history and deep knowledge of the family, one that can evolve as its clients’ needs change over time.


Fintech • Software • Financial Services
New York, New York, US
30 Employees

Aer is compound compliance: do more to keep your firm safe in a single place. Y Combinator S21.


Financial Services
Kirkland, WA, US
26 Employees

We are a team of motivated professionals that strive to care for you beyond the status quo. We focus on strategies that prioritize your financial health and overall growth. Leading you on a journey to develop your financial goals, increase cash flow, close successful business transactions, and access real time financial data. Tax savings and tax planning are just a piece of the puzzle. Let us show you what's possible!


Financial Services
New York, NY, US
657 Employees

Investcorp is a global investment manager, specializing in alternative investments across private equity, real estate, credit, absolute return strategies, GP stakes, infrastructure and insurance asset management. Since our inception in 1982, we have focused on generating attractive returns for our clients while creating long-term value in our investee companies and for our shareholders as a prudent and responsible investor. We invest a meaningful portion of our own capital in products we offer to our clients, ensuring that our interests are aligned with our stakeholders, including the communities that we operate within, towards driving sustainable value creation. We take pride in partnering with our clients to deliver tailored solutions for their needs, utilizing a disciplined investment process, employing world-class talent and combining the resources of a global institution with an innovative, entrepreneurial approach. In January 2022, Investcorp issued its 2021 Responsible Business Report which outlines its Environmental, Social, and Governance (ESG) highlights for 2021 and specific initiatives the Firm implemented to meet its goals: https://www.investcorp.com/esg/. Investcorp has today 13 offices across the US, Europe, GCC and Asia, including India, China and Singapore. As of March 31, 2022, Investcorp Group had US $41.2 billion in total AUM, including assets managed by third party managers, and employed approximately 460 people from 46 nationalities globally across its offices.


Financial Services
Greer, SC, US
872 Employees

Regional Finance is one of the leading consumer finance installment loan companies in the United States. Founded in 1987, Regional has grown into a strong, trusted company that puts our customers first, and continues to provide our customers with not only a range of loans and financial products, but also the highest quality customer service. We believe that no one else works as hard as we do to earn and keep our customers business. We are proud of our hard working employees who are the reason for our success. As an employee with Regional, you will find that you are an essential part of what creates the bigger picture. Not only do we want to the best for our customer, but we also strive to help in the advancement of our employee’s careers. Thus there are many opportunities for advancement within our company. We are currently looking for hard working, diligent individuals who truly believe in our mission, and hope to better the lives of the individuals we serve. We invite you to apply for our open positions. We continue to operate our headquarters in Greer, South Carolina and now serve more than 350,000 customers through 350+ branch offices located in 14 states.


Financial Services
Dallas, TX, US
22 Employees

We began Smart Business Concepts in 2014 after working for various big-name consulting firms and not feeling like we'd made enough of an impact. So we left our cushy jobs to help the true change agents: startups & small to mid-sized businesses needing practical business advisory supported by strategic, accurate and technology-forward accounting. We’ll take impeccable care of your books, your payroll, and your taxes, while also helping you streamline and automate the backend of your business for optimal performance and profitability. We do this by implementing and utilizing the latest & greatest cloud-based technology solutions on the market.


Fintech • Financial Services
Cincinnati, OH, US
16 Employees

Connecting Financial Institutions to Payment Innovation

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Fintech • Payments • Software • Financial Services
3 Offices
900 Employees
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Fintech • Financial Services
2 Offices
1400 Employees
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Fintech • HR Tech • Payments • Social Impact • Financial Services
2 Offices
900 Employees
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Fintech • Marketing Tech • Professional Services • Financial Services
3 Offices
1800 Employees
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Financial Services
19 Offices
289097 Employees
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Fintech • Mobile • Social Impact • Software • Financial Services
Austin, TX, US
350 Employees
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Artificial Intelligence • Cloud • Fintech • Professional Services • Software • Analytics • Financial Services
19 Offices
2500 Employees
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Information Technology • Professional Services • Retail • Software • Consulting • Financial Services • Agriculture
14 Offices
2000 Employees
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Fintech • Payments • Travel • Financial Services
San Francisco, CA, US
1515 Employees

Financial Services • Cryptocurrency
Bensenville, IL, US
21 Employees

There are a lot of cryptocurrencies out there, but almost every other cryptocurrency is based on Bitcoin or built on the Ethereum platform. Unfortunately, both of them have serious scaling issues. The good news is that Dagcoin is built on the brand new DAG-chain technology, that gets faster & securer with the growth of the usage. Not vice versa.


Marketing Tech • Financial Services
Kennesaw, GA, US
114 Employees

We are Impact Partnership, a financial marketing organization helping independent financial advisors and insurance agents grow their practices and make a difference in their communities. Based in Atlanta, we serve an ever-growing network of financial professionals nationwide. One of our most powerful assets is our team. From our award-winning marketing team to our stellar operations department, we’re ready to step up and help you dramatically transform your practice. At Impact, we value humility, excellence, growth, integrity, fun, and positivity above all else. It is these values that got us named one of Inc. 5000’s Fastest-Growing Businesses in 2015 and one of the Atlanta Journal-Constitution’s Best Places to Work in 2019. We are on a mission to revolutionize the financial services industry for the better, so more Americans can enjoy a happy retirement. Follow us on social: Facebook: The Impact Partnership Twitter: @Impact_Partner Instagram: @theimpactpartnership


Financial Services
Tampa, FL, US
54 Employees

Crosstree is a distinguished boutique investment banking firm focused exclusively on the needs of middle-market companies within three subsectors of the life sciences and healthcare industries: pharmaceutical services, diagnostics and tools, and digital health. Since 2004, Crosstree has advised on more completed transactions in these collective subsectors than any other investment bank. The firm provides clients a full suite of advisory and capital raising services, including both buy-and sell-side mergers and acquisitions advisory, private capital raising, strategic advisory, and valuations. Crosstree's narrow industry focus provides clients the expertise common of a bulge-bracket investment banking firm to middle-market companies and investors, with unparalleled industry insights, well-established strategic relationships across the globe and superior access to capital markets. With teams in New York City and Tampa, Crosstree has advised clients throughout North America, Europe, India, China, Latin America, and Australia on transactions ranging from $25 million to more than $1 billion. All securities transactions are offered by and conducted through Crosstree Capital Securities, LLC, a broker-dealer registered with the SEC, a member of FINRA (www.finra.org) and SIPC (www.sipc.org), and an affiliate of Crosstree Capital Partners, Inc.


Software • Financial Services
Austin, TX, US
12 Employees

We use tech to match buyers with the best incentives, grants and programs based on their unique finances and home goals. On average, we find our buyers up to $15,000. Enough to completely cover their down payments, closing costs, and purchase a home for $0 out of pocket.


Financial Services
Raleigh, NC, US
1,852 Employees

Cherry Bekaert delivers digitally driven and industry-aligned solutions to elevate our clients from mid-market players to market leaders in a hypercompetitive landscape. Ranked among the largest accounting firms in the United States, we offer specialized solutions across assurance, tax, business valuations, digital consulting, M&A and other advisory services to advance our clients' business goals. For more than 75 years, global corporations, private businesses, government entities, nonprofits, emerging firms, start-ups and successful individuals have relied on Cherry Bekaert to guide them forward as their growth advisor. We offer professional opportunities and resources in an environment that is supportive, flexible, entrepreneurial, and offers personal growth. We invest in our people to help transform their careers. Bringing together diverse talents and backgrounds, we empower our people to achieve more. This supports our mission: “Making a Difference for our people, our clients, our community and our professions." Cherry Bekaert specializes in serving industry sectors including Government Services, Healthcare & Life Sciences, Hospitality & Retail, Industrial Manufacturing, Not-for-Profits, Private Equity Services, Professional Services, Real Estate & Construction and Technology. In addition, The Firm has an international reach through our affiliation with Allinial Global. For more information, please visit cbh.com, and be sure to follow us on Twitter, LinkedIn, Instagram and Facebook. Content on this page has been prepared for general information only and is not intended to be relied upon as accounting, tax or professional advice. Please reach out to your advisors for specific advice.


Financial Services
Dallas, TX, US
639 Employees

HilltopSecurities helps advance the financial opportunities of communities, businesses, and individuals alike. But that’s only part of the story. Our work redefines the idea of community involvement and impacts what matters most: the city you love, the company you work for, and the savings that sustain you. How do we do it? By trusting in your resolve to move your bold visions forward, and by continually working to earn your trust while we help you pursue them. We believe it’s the ideal approach for those who believe in creating a better future. Tailored Solutions Every need is different, so every solution must be unique. It begins with listening, and working to truly understand your objective. Our wealth of product knowledge and diversity of services, including risk and cost analysis, enables us to find sound solutions tailored to meet your needs. Forthright Advice When serving as advisor, we explore proposed solutions through candid conversations and a realistic look at the anticipated results. Because being aware and informed lets you make confident decisions. This is how we build long-term relationships and help enrich the financial future of communities, businesses, and individuals. OUR FOUNDATION HilltopSecurities is a unique blend of financial strength, deep industry knowledge, and years of experience. Our firm was born out of the fusion of two respected and successful firms with complementary business lines: First Southwest Company, a broker-dealer founded in 1946 and known for its municipal advisory practice, and Southwest Securities Inc., a full-service broker dealer since 1972. As part of Hilltop Holdings, a well-capitalized and publicly traded parent company, we’re backed by a strong and diverse financial services enterprise. One that’s focused on moving our clients forward. Nothing better represents this than our iconic buffalo, “Mo,” a symbol for our collective strength, unified force, and the unstoppable momentum of an advancing herd.


Financial Services
Farmington Hills, MI, US
190 Employees

At H.W. Kaufman Group, we are committed to providing unsurpassed service to insurance brokers, agents and carriers. Our mission is to make the lives of our broker and agent partners easier and more successful. We are fully dedicated to serving their unique challenges by providing access to coverage for difficult risks requiring innovative solutions on a regional, national, and international basis. Each of the distinct companies in Kaufman benefits from being a part of our global network. That collective connection allows us to better judge risk and provide the highest level of service to our clients and partners. More than 2,000 dedicated professionals worldwide constitute Kaufman's global network. We currently have an extensive network of over 60 offices across the globe dedicated to conducting business with the highest degree of integrity. And we are still growing – both domestically and internationally. Sponsor of 2016 PGA Champion, Jimmy Walker, 2012 U.S. Open Winner, Webb Simpson, and alternate captain and left wing of the 11-time Stanley Cup Champion Detroit Red Wings, Justin Abdelkader. Proud Partner of the Detroit Red Wings.


Financial Services
Sugar Land, TX, US
906 Employees

Founded in 1955, TDECU formed when a group of Dow employees pitched in $5 each to loan a friend $35 to buy a refrigerator. That initial mission of people helping people continues today. Over the last 65 years, we have grown to meet the needs of the communities we serve and share TDECU's passion for service and great value in our products. Our first merger took us west to the Victoria area, where we made many new friends and Members. We have since become an integral part of the community. In the East Market, where we began, we opened our field of membership to serve all Brazoria County residents. Today, TDECU has 38 service locations, including 34 Member Centers. The original $35 loan has turned into over $4.7 billion in assets today that continue to improve our more than 372,000 Members' lives by helping them get what they need to achieve their financial needs and dreams.


Fintech • Software • Financial Services • Automation
3 Offices
7 Employees

Pluto is the finance workflow automation & spend management platform of choice for businesses with 100-5,000+ employees. Pluto combines the power of getting access to instant issuance unlimited corporate cards, full end-to-end reimbursements, petty cash & account payables management all within one platform. No more chasing for receipts, manually approving invoices on long e-mail threads or sharing one corporate card with several people. Pluto's enterprise platform brings control back to complex finance and accounting business processes and creates a streamlined approach to controlling your company's spending. The best part? One-click sync all of your Pluto transactions to all major ERPs including Oracle Netsuite, Microsoft Dynamics, Xero, Zoho & more. --- Pluto is also proud to be one of the few platforms to be independently PCI DSS Level 1 Certified – the highest level of bank card compliance security.


Financial Services
Key Biscayne, FL, US
17 Employees

Kandor Global is an independent investment advisor serving UHNW individuals and families worldwide. We are a SEC Registered Investment Advisor (RIA) headquartered in Miami, Florida with global access. Our services range from Multi-Family Office to Wealth Management and Private Markets Consulting. Our disciplined and comprehensive process assures we are aligned with our clients’ goals as we thoughtfully navigate the global markets. At Kandor Global, we embody a culture that shines a light on clarity and transparency. Our aim is to lead and support our clients with our experience, complete honesty, and candor at hand - always keeping their needs and goals in mind. As a RIA we honor our fiduciary duty, always serving to the best interest of our clients and placing their interests before our own.