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Financial Services
Santa Ana, CA, US
205 Employees

HomeXpress Mortgage Corp is a Top 3 Non-QM wholesale lender. We also offer FHA, VA, Prime Jumbo, and Conventional loans. We have been servicing the Non-QM market since 2015. We are experts at finding loan solutions for those unable to qualify for traditional home financing. Our executive management team has a combined 150+ years of industry experience and we’ve earned the National Mortgage Professional magazine’s Most Loved Employer in 2022. HomeXpress Mortgage also has a great company culture, tremendous growth opportunities, and competitive employee benefits. HomeXpress Mortgage Corp. is affiliated with Seer Capital Management, a well-respected investment manager in New York, as the Company’s senior advisor and capital partner. Seer Capital Management LP is a diversified, credit-focused investment firm founded by Philip Weingord in 2008 that primarily invests in structured credit and loans. Seer Capital has approximately $755mm in assets under management as of November 1, 2022. The firm has 26 employees and has been a registered investment advisor with the U.S. Securities and Exchange Commission (SEC) since 2009. We are currently licensed in AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, LA, MD, ME, MI, MN, MT, NC, NE, NH, NJ, NV, OH, OR, PA, RI, SC, TN, TX, UT, VA, WA, and WI* HomeXpress Mortgage Corp. NMLS# 1446044. (https://www.nmlsconsumeraccess.org/EntityDetails.aspx/COMPANY/1446044) Equal Housing Lender.


Financial Services
Indianapolis, IN, US
14 Employees

As a small to medium size business or as an individual, it can be a challenge to find the time and energy to address the financial aspect of your company or personal finances. You may find yourself short on time and overwhelmed. No matter the reason, OnTarget CPA has a carefully crafted suite of services designed to help you – because we believe the secret to financial success starts with a great accountant. What are some of the OnTarget CPA services for companies? • Business Planning and Consulting • Business Tax Preparation • Business and Strategic Planning • Advanced Accounting Software OnTarget CPA even offers CFO Services on a temporary or permanent basis with the high level of expertise you would expect. We go the extra mile by providing guidance for efficient and profitable business operations and strategies, notifying you of any obvious trends in the books and keeping an eye on your overall financial health. OnTarget’s Certified Public Accountants can provide the knowledge and experience to guide your business through: • All Aspects of Bookkeeping • QuickBooks Services and Trainings • Tax Planning and Consulting • IRS Representation To help your personal life stay organized, OnTarget CPA offers individuals services for: • Personal Tax Preparation • Education Funding • Financial Planning, Timing of Income and Deductions • Divorce • Estate and Retirement Planning We’ll help individuals with any current or future business adventures such as Rental Real Estate, business purchases & investments and income tax projections. We will use our knowledge and expertise to assist you with IRS representation so you can rest assured that we’re leveraging our expertise to get the best possible result for you. If you would like to take advantage of OnTarget CPA's free consultation, then schedule a meeting at: https://www.ontargetcpa.com/ and let’s start the discussion of your financial strategy today.


Information Technology • Financial Services
Denver, CO, US
29 Employees

Excellere Partners is a Denver-based private equity investment firm, specializing in partnering with entrepreneurs and management teams - building enduring value with a spirit of partnership and excellence. With $1.36 billion of committed capital across its three funds, Excellere Partners employs a proven research-driven, top-down investment strategy, and supports its entrepreneurs and management teams with a proprietary value creation process designed to enhance corporate and operational infrastructure for scalability and growth. Excellere's investments are focused on emerging companies positioned to benefit from industry consolidation and favorable macro-economic and demographic trends. The Firm's targeted industry sectors include: energy, power and infrastructure products and services; healthcare; industrial technology and services; and business services.


Fintech • Financial Services
San Francisco, California, US
24 Employees

Monarch Money provides a budgeting and money management platform that aims to help users track their balances and grow their investments.


Fintech • Machine Learning • Natural Language Processing • Financial Services
Palo Alto, CA, US
25 Employees

In a world of information overload, Yewno uses artificial intelligence to create knowledge from structured and unstructured data, linking and mapping concepts for levels of never-before insight. This cutting-edge technology, known as the Yewno Knowledge Graph, is currently being applied across Financial Services, Education, Publishing, Government, and Life Sciences to deliver products and solutions that change the way the world processes information and makes decisions.


Fintech • Information Technology • Financial Services • Cryptocurrency
Fully Remote, US
23 Employees

Staking Rewards is the central information hub and leading data aggregator for cryptocurrency staking. We provide insights and investment tools for private and institutional investors through unbiased & live staking market data, simplifying portfolio & calculator tools, and deep research analysis about the staking industry. Our API feed is being used by companies like Coinbase and Bitcoin Suisse. Founded in 2018, we’re the first and most trusted brand in staking. At Staking Rewards we believe that cryptocurrencies combined with yield-bearing strategies like staking will allow everyone in the world to establish sustainable passive income streams. This is why we’re on a mission to increase transparency, reduce entry-barriers and enable private users to become financially independent


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.


Financial Services
San Francisco, CA, US
383 Employees

Investing at the earliest possible stage, First Round offers a growing number of services and products to help founders build companies from scratch. We don't split angel, seed and pre-seed funding into separate categories — we're interested in providing the same support across the board. From Blue Apron to Uber, this is how we've helped 300+ companies start up.


Fintech • Software • Financial Services
3 Offices
3,151 Employees

JM Financial is an integrated and diversified financial services group. The Group’s primary businesses include (i) Integrated Investment Bank (IB) caters to Institutional, Corporate, Government and Ultra High Networth clients and includes investment banking, institutional equities and research, private equity funds, fixed income, private wealth management, PMS, syndication and finance; (ii) Mortgage Lending includes both wholesale mortgage lending (primarily catering to real estate developers) and retail mortgage lending (affordable home loans and secured MSME); (iii) Alternative and Distressed Credit includes the asset reconstruction business and alternative credit funds; and (iv) Asset management, Wealth management and Securities business (Platform AWS) provides an integrated investment platform to individual clients and includes elite and retail wealth management business, broking and mutual fund business.


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 • 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
4 Offices
28,706 Employees

Prudential Financial (NYSE:PRU) was founded on the belief that financial security should be within reach for everyone, and for over 140 years, we have helped our customers reach their potential and tackle life's challenges for now and future generations to come. Today, we are one of the world’s largest financial services institutions, offering individual and institutional clients a wide array of financial products and services. With operations in the United States, Asia, Europe and Latin America, we are known for delivering on our promises to our customers, and are recognized as a trusted brand and one of the world’s most admired companies. We also have one of the most recognized and trusted brand symbols: The Rock®, an icon of strength, stability, expertise and innovation. We measure our long-term success on our ability to deliver value for shareholders, meet customer needs, and attract and develop the best talent in our industry. We offer an inclusive work environment where employees can develop to their full potential, and give back to the communities where we live and work. (Pru.us/disclaimer)


Blockchain • Fintech • Information Technology • Software • Financial Services
Fully Remote, US
46 Employees

iownit.us is a rapidly growing US-based financial services company pioneering a new niche in the investment business area. We are building the next-generation capital markets platform to provide our clients with an efficient, secure and simplified tool for private securities investing, which automates and streamlines routine processes and frees all market participants to focus on what matters the most to them. So underpinning the business is an enterprise-private permissioned blockchain platform that creates a unique opportunity to create a new capital raising and trading infrastructure that provides a trusted, secure source of information at a materially lower cost to use, while being compliant with very strict US regulatory requirements. Our mission is ambitious and we want to leverage technology to digitize private securities and radically improve the functioning of the private markets.


Financial Services
Kilmarnock, Virginia, US
242 Employees

A 123-year-old community bank with roots in the Northern Neck of Virginia. Spreading the good word of responsible community-based banking. Currently 16+ locations throughout the Northern Neck, Middle Peninsula, Williamsburg, Chesterfield, Newport News, and Richmond. Member FDIC Equal Housing Lender


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.


Financial Services
Tampa, FL, US
447 Employees

Schellman is a leading provider of attestation and compliance services. We are a globally licensed PCI Qualified Security Assessor, an ISO Certification Body, HITRUST CSF Assessor, and a FedRAMP 3PAO. Renowned for expertise tempered by practical experience, Schellman's professionals provide superior client service balanced by steadfast independence. Our approach builds successful, long-term relationships and allows our clients to achieve multiple compliance objectives through a single project team.


Financial Services
Portland, ME, US
22 Employees

Chenmark is a team of small businesses committed to each other and to the constant pursuit of better. We work with retiring owners and entrepreneurs to provide liquidity, preserve legacies, and position companies for long-term success. Chenmark companies share a commitment to: Chasing Better - We believe unequivocally in our potential. We maintain the discipline to do the little things necessary to achieve it. We cultivate the grit required to stay the course when things don’t go our way, and we maintain a sense of urgency. We choose to chase better because we want to run, not walk, toward greatness. Keeping Score - We believe in the power of competition and acknowledge that the scoreboard doesn’t lie. We believe data is more valuable than anecdote or opinion, but we also recognize that results are snapshots and not final judgements. Playing the Long Game - We believe consistency of performance over time is what counts. We think in decades, not years. We believe that in the long run, relationships matter, and we know that we can’t effectively take care of our companies if we don’t first take care of ourselves and our families. Putting the Team First - We believe the whole is greater than the sum of the parts. We are prepared to do whatever is needed to help the team win. When we lose, we accept responsibility. When we win, we share credit. By working for Chenmark, we commit to holding ourselves to the highest standards of integrity, especially when no one is watching.


Digital Media • eCommerce • HR Tech • Professional Services • Financial Services
Wilmington, DE, US

Invensis Technologies is a leading IT-BPO service provider that has been empowering clients worldwide to achieve business transformation and growth through its services that boost process and operational efficiencies.


Financial Services
Houston, TX, US
411 Employees

Alltran is more than just a new name. It’s a whole new way of doing business. We have united industry leading organizations with over 100 years of combined experience across the Revenue Cycle and Accounts Receivable Management spectrum. We now offer our clients, patients and consumers more know-how and support than ever before. At Alltran, we transform lives by helping individuals and families resolve their financial issues. We transform bottom lines by helping companies collect for their services. It’s our goal to become a transformational force in our very industry, too. Alltran is headquartered in Houston, Texas with Centers of Excellence in Arizona, Minnesota, Maryland, Oklahoma, & Kentucky. We serve clients throughout the United States. Formerly United Recovery Systems, ProSource Billing, J.C. Christensen & Associates, CareCall, and Financial Health Strategies.


Fintech • Payments • Social Impact • Financial Services
New York, NY, US
60 Employees

Lili is an all-in-one banking app designed for freelance workers. Combining banking services with real-time expense tracking, tax tools, and financial insights, Lili empowers independent workers with the tools they need to stay in control of their finances while saving time and money.


Financial Services
Coplay, PA, US
184 Employees

First Commonwealth is a consumer-friendly alternative to banking. We offer all the services you're accustomed to, but at better rates and lower fees. That's because we're structured differently than banks. Banks are in business to earn profits for their stockholder investors. Our credit union exists to improve your financial well being. We don't have stockholders. Instead, we're cooperatively owned by our members (account holders). We return our profits to our members in the form of higher dividends on savings, lower rates on loans and lower fees. General Information Becoming a Member is Easy Simply visit us online at www.firstcomcu.org or call our Member Response Line at 610.821.2403. We can easily determine your eligibility. Please do not comment with personal account numbers, social security numbers, PINs, passwords, or other confidential information. This is not a secure site. If you have a question about your accounts, please contact us at 610.821.2403. Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA www.finra.org /SIPC www.sipc.org ) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. First Commonwealth Federal Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members. Investment representatives at First Commonwealth Federal Credit Union are licensed to transact securities business in PA. For more information concerning CFS or its representative(s) associated with this site, please review FINRA Broker Check by accessing the following link and typing in the firm / representative information in the search field. http://brokercheck.finra.org/Search/Search