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Financial Services
New York, NY, US
632 Employees

Everyone at OANDA is focused on our vision to transform how our customers can meet all their currency needs. From our roots in 1996 that provided free currency exchange information to launching a multi-award winning global FX and CFD trading business to our recent new venture of money transfer. OANDA is now a major global player. Innovation has been at the heart of everything we do and our approach is to pioneer intuitive, user-friendly products supported by our great customer service ethos. We’ve come a long way since our first data feed went live in 1996, and we still have so much more that we want to achieve. Substantial funding has facilitated our exceptional growth. In 2007 we received $100M USD in Series B funding and in 2018 were acquired by CVC Capital Partners Asia Fund IV. For more information, please visit oanda.com. You can follow us on Twitter, Facebook, or YouTube. Leveraged trading is high risk and may not be suitable for everyone as your losses may exceed your investment.


Financial Services
Coral Springs, FL, US
130 Employees

A fresh approach to business finance. With absolutely no upfront fees. Champions of small business across the US, Canada and UK (as Boost Capital).


Fintech • Financial Services
Bridgewater, NJ, US
119 Employees

Harding Loevner LP is a growing global asset management firm headquartered in New Jersey, USA (Metro NYC). Harding Loevner manages over $48 billion in long-only equity portfolio strategies comprising of high-quality, growing companies in developed, emerging and frontier markets. Harding Loevner’s investment strategies are offered as institutional separate accounts, mutual funds, UCITS, and through sponsored wealth management programs. Our global client base includes leading global investment institutions, such as sovereign wealth funds, major foundations, endowments, pension plans, private family offices, and individuals. Our professional culture is one of transparency, collaboration, accountability and integrity. We are committed to providing all staff with opportunities for career advancement through education, training and personal achievement. Please visit https://www.hardingloevner.com/important-disclosures/


Financial Services
3 Offices
888 Employees

Our mission is to deliver a future where every company in the world has the capital needed to grow. C2FO's convenient, easy-to-use platform enables companies to work with their suppliers and customers to improve cash flow by determining the best time and terms for paying or getting paid. Today, C2FO is the world’s largest market for working capital. We serve over one million businesses representing $10.5 trillion in annual sales across 183 countries. Our online platform connects more than $110 billion of daily accounts payable and accounts receivable. By providing cost-effective access to working capital, we’re bringing fairness, transparency and, above all, opportunity to the world’s growing businesses. Because we believe that when every business has a fair chance to thrive, we all benefit.


Information Technology • Software • Financial Services
Omaha, NE, US
481 Employees

Orion’s unified tech stack is built to seamlessly connect advisors and their clients to plan for the future, invest intelligently and achieve financial goals. If the solution our advisors need doesn’t exist, we build it ourselves, pioneering possibilities to help our advisors achieve their vision of success and evolve our business ahead of industry trends. Our ability to push the boundaries of traditional advisor tech is driven by a hunger for continuous improvement and a willingness to disrupt ourselves, and the industry, to stay ahead of customer expectations and deliver the tools and resources advisors need to grow their businesses. Orion Advisor Technology is a tech powerhouse, designed to bring together leading-edge technology and wealth management. Through an all-in-one advisor platform, Orion powers success of growth-focused advisors, helping them compete more successfully. We are intently focused on driving advisor growth and closing the investor behavior gap. From prospect to advocate, we empower our advisors with the integrated technology they need to engage, support and deliver across each step of the client journey through our fiduciary process. The result: strength and loyalty within every advisor-client relationship. • • • Orion is committed to having a diverse and inclusive workforce. Individuals seeking employment at Orion are considered without regards to age, color, disability status, ethnicity, genetic information, national origin, race, religion, gender, sexual orientation, gender identification, veteran status or any other factor protected by law.


Financial Services
Irvine, CA, US
93 Employees

ALLEVIATE FINANCIAL SOLUTIONS is a premier provider of best-in-class performance based consumer debt relief services. We are committed to providing the highest level of customer care across our organization. From our performance-based fee structure and account management systems to our industry-leading service area, all aspects of our program are designed with our consumers in mind. Our programs are custom tailored to the financial situation of each client and are continuously evaluated for quality and performance improvement. We hold ourselves, and our level of service, to a high standard of excellence and will not rest until our clients are debt free. OUR MISSION is to help individuals facing true financial hardships get back on their feet and regain control of their fiscal freedom, one debt at a time.


Financial Services
New York, New York, US
38 Employees

Arch is a financial services company for the next generation, enabling individual investors to maximize their wealth by providing loans against their combined alternative assets.


Fintech • Social Media • Software • Financial Services
Wilmington, Delaware, US
19 Employees

Empire Flippers Capital is now WebStreet. WebStreet operates a first-of-its-kind investment platform that matches experienced operators of online businesses with accredited investors. WebStreet has established a successful track record across multiple rounds, validating proof-of-concept and product-market fit: - 350+ operators vetted with 13 selected to be in the program - 17 funds closed across 5 rounds with $27M+ raised from 300+ investors - 34 assets acquired - 4-5% quarterly cash on cash returns, on track for 20%+ annualized returns over lifetime


Financial Services
Houston, TX, US
384 Employees

For nearly 25 years, Sirius Solutions has been a game-changer by helping organizations eliminate unnecessary and wasteful costs and focus on financial and operational performance optimization. Sirius Solutions provides world-class professional services to organizations from 30+ industries and 45+ countries. Sirius Solutions delivers custom solutions with impactful results in the areas of data analytics, dispute resolution, organizational effectiveness, corporate performance improvement, technology, business transactions, innovation, and workflow improvement. Sirius Solutions' only goal is to give all clients the solutions needed to make businesses more efficient and profitable.


Software • Financial Services
New York, NY, US
125 Employees

Sending disbursements, incentives, and non-cash payouts is manual, expensive, time-consuming, and error prone. WeGift changes this by removing friction from the payouts process, so businesses can instantly transfer value to build commercial relationships with the people they care about. Operating in more than 30 countries, and dozens of languages and currencies, WeGift’s digital payouts platform and open API solution is directly integrated into every brand on its platform, offering corporate buyers the only true global network with direct access to more than 700 brands. Habito, Perkbox, Seated, Sodexo, Vodafone, and Vouchercodes all rely on WeGift to digitally engage their audiences. We are committed to providing a hiring and working experience in which all people feel they are equally respected and valued regardless of race, religion, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

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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
Enova Thumbnail
Fintech • Information Technology • Machine Learning • Software • Analytics • Financial Services
3 Offices
1459 Employees
Achieve Thumbnail
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
Atlanta, GA, US
14 Employees

At Consolidated Planning Corporation, we understand the unique challenges that come with managing wealth. Since 1975, we have emphasized a highly personalized and comprehensive approach to not only managing your investments but also planning to help you make the most of them. We not only take into account how your investments can be used to enhance the lives of you and your family today, but also to enhance your future and the lives of generations to come. As financial planners who have achieved a certified level of excellence and commitment to our industry and the clients we serve, we bring proven expertise to bear on every aspect of a client’s wealth. And because we are dedicated to bringing greater value to the advisor-client relationship than just traditional investment management, we can help you gain a greater sense of confidence, conviction and direction regarding your family’s financial future. Consolidated Planning Corporation is not a registered broker/dealer, and is independent of Raymond James Financial Services. Investment Advisory Services are offered through Consolidated Planning Corporation. Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are n addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smicd.htm Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC.


Fintech • Analytics • Financial Services
Rockville, MD, US
164 Employees

StarCompliance is the world's leading provider of compliance software to the global financial industry. Our clients include asset managers, broker-dealers, private equity firms, insurance providers, investment banks, and diversified financial institutions. Our scalable, easy-to-use solutions provide a 360-degree view of employee and business activity to help firms monitor and reduce risk, meet regulatory obligations, gain efficiencies, and drive employee adoption. Our Employee Conflicts of Interest suite provides clients a single place for monitoring and mitigating potential employee conflicts, covering: personal trading activity; insider trading; private investments, gifts and entertainment spending; outside business activities; and political donations. The STAR Mobile app supports personal trading pre-clearance requests and gifts and entertainment spending submissions, and allows compliance officers and employee supervisors to review and approve those requests and submissions on-the-go. Compliance Control Room centralizes all firm deal-related activity—automatically surfacing critical data that might otherwise be missed—and allowing for easier conflict searches, so deals can be cleared faster and with greater confidence.


Financial Services
Santa Monica, CA, US
66 Employees

ForwardLine is a data-driven FinTech company dedicated to improving the financial health of America’s small businesses. As an industry leader in direct lending, we strive to build long term, value-added relationships with small business owners that oftentimes are underserved by traditional banks. ForwardLine was founded in 2003 by a team of entrepreneurs and finance professionals committed to providing small business owners an alternative financing solution. A nationwide supplier of financing to small businesses, ForwardLine uses technology and nontraditional credit algorithms to finance 98% of U.S. businesses that banks consider too small and too risky for a business loan. Determined to help small business grow, ForwardLine forever changed the small business lending landscape by inventing a viable alternative to traditional lending institutions—one that would provide simple, honest, attainable financing. This new financing model was based on a business’ credit card sales, rather than its assets, and is now widely known as a merchant loan and merchant cash advance. Today, we’re proud to say that ForwardLine has given thousands of small businesses across the country the freedom to grow. We help the owners of restaurants, retail stores, auto repair shops, hair salons, dry cleaners, medical practices, and many other businesses achieve their goals. We believe in first rate customer service and proudly maintain an A+ rating with the Better Business Bureau. Our best-in-class Merchant Support Team is courteous, reliable and exceptionally experienced. We offer the value and personalized service that America’s small businesses deserve but rarely receive.


Financial Services
Salt Lake City, UT, US
32 Employees

Preferred CFO provides tailored outsourced CFO, systems, controller, and strategic advisory solutions to organizations of all sizes. Our team consists of experienced CFOs, expert systems advisors, controllers, and bookkeepers. This means we can augment existing teams by elevating financial strategy, or can offer fully outsourced financial solutions to organizations without an in-house team. Learn more at www.preferredcfo.com


Insurance • Financial Services
Omaha, Nebraska , US
424 Employees

biBerk helps small-business owners find the right insurance policies for their needs without extra costs and hassles. As a part of Warren Buffett’s Berkshire Hathaway insurance group, our approach is to help you find the coverage that’s right for your business right now. As your business grows, we offer the added insurance products that you need so your coverage grows with you. biBerk can help you with all your small business insurance needs, including: - Workers’ Compensation - Professional Liability (E&O) - General Liability - Property & Liability (BOP) - Commercial Auto - Umbrella We’re also backed by an expert customer service team that can answer any question you throw at them. We’ll help you find the right insurance policy for your small business. Rated A++ by A.M. Best Company and AAA by Standard & Poor’s Corporation


Fintech • Software • Financial Services
2 Offices
27 Employees

Launch Finance is a women-owned financial services firm dedicated to serving startups at all stages of growth across all industries with high-quality, cost-effective financial and accounting solutions from inception to exit. #LaunchFinance #InceptionToExit #LaunchYourStartup #CFO #Accounting #StartupAccounting Deborah Kranz built Kranz & Associates – one of the most successful interim financial services companies – and she is recognized as a financial leader in Silicon Valley for venture capital firms and startups. In 2019, Deborah Kranz joined Shauna Barker and Laina Payne – two experienced and successful financial executives — to form Launch Finance and provide exceptional financial support to startups and venture firms. Launch Finance’s mission is to help startups and venture capital firms with the financial support they need to be successful. Working inside venture capital firms, Deborah Kranz recognized the unique needs of startups to access fractional finance teams who could provide turnkey finance and HR solutions to startups. Formerly CEO of one of the most successful interim CFO consulting firms that she grew and sold, Kranz, along with colleagues Barker and Payne, learned what startups need to be successful. They bring a breadth of experience and knowledge to their startups by offering a practical, proven approach steeped in experience; Launch Finance’s support ensures access to expertise as well as industry data.


Financial Services
Springdale, AR, US
15 Employees

Since 1994, The CBI TEAM has helped hundreds of business owners navigate the selling process to transfer business ownership and secure the financial future of business sellers. The CBI TEAM has participated in the sale of approximately 800 businesses, ranging from less than $100,000 sales price to almost $8 million. Regardless of the business value, the CBI TEAM respects all business owners and provides professional, confidential business sale consultation.


Financial Services
Baltimore, MD, US
81 Employees

We are a full service employee benefits, actuarial, investment, and compensation consulting firm with over 40 years of experience providing consulting services to clients in the Public and Corporate Sectors, Nonprofit Organizations, as well as for the Federal Government. We build long-term partnerships with our clients by delivering understandable, insightful, and impactful solutions to complex benefits issues so that they can best manage future financial risks and provide valuable benefits to their employees.


Financial Services
Corinth, TX, US
134 Employees

DATCU Credit Union, founded in 1936, is a full-service, member owned, not-for profit financial institution celebrating 86 years in North Texas. They have a long-standing tradition of superior service and currently serve about 100,000 members; Membership is open to anyone living or working in Denton, Cooke, Wise, Montague, Clay, Collin, Tarrant, Dallas, Grayson, Jack, or Parker counties in Texas. All are invited to take advantage of the products and services the credit union offers.


Fintech • Software • Financial Services
Royal Oak, Michigan, US
56 Employees

Bankjoy is a Y Combinator-backed FinTech startup. We are changing the way Credit Unions and Community Banks do business, enabling them to become tech-driven and digital-first. Bankjoy delivers modern banking technology, including mobile banking, online banking, e-statements, online account opening, loan origination, and conversational AI to credit unions and community banks. We are among the fastest growing digital banking providers in the market. Our mission is to revolutionize American banking infrastructure by leading digital transformation at credit unions and community banks.