Top Tech Companies (2,802)
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Zip (ASX:Z1P) is a leading global Buy Now, Pay Later (BNPL) company providing fair and seamless solutions that simplify how people pay. Founded in Australia in 2013 and now with a presence in 13 international markets, our mission is to be the first payment choice, everywhere and every day. We give consumers, merchants and businesses around the world access to transparent, flexible and interest-free credit. We exist to create a world where people can live fearlessly today, knowing they’re in control of tomorrow. Disrupting the broken credit card model, we put the financial well-being of our customers and merchants at the centre of everything that we do. Driven by people-centred product innovation, we are the next generation of payments, helping consumers and businesses to take control of their financial future. Over 55,000 retailers around the world offer Zip as a payment choice to our 8 million and growing active customers globally. We are Zip, and we’re only just getting started.
The Roseline Group is a Richmond based professional services firm specializing in providing tax preparation and planning; investment management and consulting; and financial planning to individuals and their families, as well as closely held businesses. With well over 100 years of combined experience, we are able to draw on our wealth of technical knowledge and know-how in providing a holistic approach to serving clients.
McAdam Financial - Being Financially Advanced™ requires a whole new level of thinking and doing. At McAdam Financial, we’ve completely reinvented the concept of financial advice to take you and your future to a whole new level. Unlike most advisors, we go beyond the traditional focus on your personal and financial life. We also consider an additional, more important driver of your financial picture—your profession. Years of research and experience have taught us that your profession — what you do, where you do it and how you do it — has the greatest influence on your finances and future. That’s why McAdam Financial designed it as the core foundation of our proven Advanced Advisory Model™. With one of the largest financial networks in the country that includes hundreds of advisors across four offices, our integrated platform of services, tools and experience helps put your financial picture into better focus. It isn’t just a small step forward in financial advice—it’s Financially Advanced™ McAdam was named one of the 2017 "Inc.5000 Fastest Growing Private Companies in America" as well as being named to the "Top 50 Fastest-Growing Firms" in the RIA industry by FA Magazine for 2017. McAdam won a 2018 "Employer of the Year" Stevie Award for Great Employers. The firm also won a Smart CEO Corporate Culture Award in 2018. RIA Channel named McAdam #15 on its list of 2019 ETF Power Users (Emerging RIAs). Please visit McAdam Financial at www.McAdamFA.com for more information about our services. Anyone interested in exploring a rewarding career as a financial advisor is encouraged to contact McAdam Financial and apply online
PayCommerce is the leading B2B cross-border payments technology platform which connects banks, financial institutions and corporates across the globe--all through a single point of connectivity. Our platform is designed to enable end-to-end payment integration capabilities and seamless automation of payment transactions from initiation to settlement. The solution delivers many benefits which include significant cost reduction, faster go-to-market, increased efficiency and transparency, improved compliance and cash flow optimization. To learn more, visit www.paycommerce.com.
BM Technologies, Inc. (NYSE American: BMTX, BMTX.W) is among the largest digital banking platforms in the U.S., providing access to checking and savings accounts, personal loans, credit cards, and financial wellness. It is focused on technology, innovation, easy-to-use products, and education with the mission of being “customer-obsessed” and creating “customers for life.” The BMTX digital banking platform employs a multi-partner distribution model, known as “Banking-as-a-Service” (BaaS), that enables the acquisition of customers at higher volumes and substantially lower expense than traditional banks, while providing significant benefits to its customers, partners, and business. BMTX currently serves over two million account-holders and provides disbursement services at approximately 725 college and university campuses (covering one out of every three students in the U.S.). BM Technologies, Inc. is a technology company and is not a bank, which means it provides banking services through its Member FDIC and Equal Housing Lender partner banks
Renner and Company speaks your language. Accounting is the language of enterprise and we speak it fluently. We can translate your goals into plans, your operations into results and your oversight into clarity. Founded more than 25 years ago, Renner and Company is located in Old Town Alexandria, Virginia. In an ever-changing business environment, the firm's commitment has remained the same: Service, Quality and Community. Whether today's issue is a Board Meeting, a deadline or an important tax matter, we listen, we identify the issues, and we work with you to meet your goals. Our people are dedicated to maintaining the quality our profession demands to meet today's challenges. Our exceptional peer review results provide you with independent assurance of our professional quality. Renner and Company is a great place for a professional to develop a career, offering opportunities for growth, advancement and leadership. We believe in giving back to the Alexandria, Virginia community where we work and live, providing significant pro bono services to the local charities that serve our community.
Axoni is a New York-based technology firm that specializes in multiparty workflows and infrastructure. Founded in 2013 by a team of distributed systems and capital markets experts, the company offers core data infrastructure, application development, and automation tools. Axoni’s technology is used across global capital markets by the world’s leadi
$400+B AUA | 450+ Clients | 1,600+ Investment Funds or Accounts | 825+ Employees | 11 Offices Ultimus Fund Solutions is a leading provider of full-service fund administration, accounting, and investor solutions to support the launching and servicing of registered funds, private funds, and public plans. We also offers customized structures designed for the unique needs of pensions, endowments, foundations, and other large institutions. Ultimus provides services for: • REGISTERED FUNDS: Open and closed-end mutual funds, ETFs, Comingled Vehicles, Series and Stand-alone Trusts • PRIVATE FUNDS: Hedge Funds, Private Equity Funds, Real Estate Funds, Venture Capital Funds, Endowments & Foundations • PUBLIC PLANS: State sponsored 529 Plans, and Local Government Investment Pools Our suite of fund services includes fund/legal administration, fund accounting, transfer agency & shareholder services, fund compliance / CCO, distribution, portfolio accounting, investor servicing, treasury services, and audit & tax management. Ultimus’ deep commitment to excellence is achieved through investments in best-in-class technology, compliance programs, organization-wide cyber security efforts, and hiring seasoned professionals who have a deep understanding of our clients’ needs, and can serve as their trusted business partner. For more information, visit www.ultimusfundsolutions.com. 8047 UFS 7/24/2019
HealthEquity administers Health Savings Accounts (HSAs) and other consumer-directed benefits for our more than 12 million accounts in partnership with employers, benefits advisors, and health and retirement plan providers who share our mission to connect health and wealth and value our culture of remarkable “Purple” service.
Crestline Investors, Inc., founded in 1997 and based in Fort Worth, Texas, is a credit focused institutional alternative investment management firm. Crestline specializes in credit and opportunistic investments. In addition, the firm manages a multi-PM equity market-neutral hedge fund, and provides Beta and Hedging Solutions for Institutional clients. Headquartered in Fort Worth, Texas, the company maintains affiliate offices in New York City, London, Toronto and Tokyo.
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International Payments for everyone. Send money to friends and family in 20+ countries
Founded in 2018, TIFIN creates engaging wealth experiences to improve financial lives through AI and investment intelligence (II) driven personalization for the advised or self-directed investor. We deliver this through our investment communities and marketplace Magnifi (https://www.magnifi.com/) and TIFIN Wealth (https://www.tifinwealth.com/), a collection of personalization and intelligence capabilities for wealth managers and other intermediaries. Learn more about us at https://tifin.com/.
The trusted professionals at Montgomery Investment Technology, Inc. are industry leaders specializing in the valuation of options and derivative securities. We deliver software applications, valuation consulting services and training seminars. ASC 718 valuation services are provided for calculting the fair value of market condition awards including TSRs and Price Targets MITI provides financial tools leading to fair and independent financial reporting and analysis. By utilizing state-of-the-art technology and advanced valuation techniques, we bring practical software solutions to investment and financial professionals. FinTools XL is an extensive library of functions for the financial professional. It integrates seamlessly with Excel as an “Add-In” to deliver advanced analytical functionality in a flexible and user-friendly package.
Founded in 1951 by firefighters for firefighters, we are a credit union dedicated to building financial success in our community. Today, we continue to serve firefighters while also extending membership to those who live, work, or attend school in San Francisco, San Mateo, or Marin counties. Just as firefighters protect the physical security of the community, our institution protects its financial security. Unlike banks, we are a not-for-profit cooperative owned and operated by members like you. We are defined by our commitment to member-first service, community engagement, and innovation.
Ascend is the first modern insurance payments platform that provides automated, all-in-one financing, collections, and payables. We help distributors sell more by eliminating labor intensive processes and providing customers with the great online checkout experience they expect. We’re hiring across GTM, engineering and business functions - email us at [email protected] if you're interested in learning more.
AbitOs specializes in the unique accounting needs of high net-worth individuals with international lifestyles, LATAM, Canadian, and other non-US entities doing business in the US, as well as US entities doing business in those countries and across the globe. Our teams of internationally recognized experts are dedicated to providing highly personalized international tax consulting and forensic services, of the highest quality, and with the utmost of integrity. For more information on our firm and services, please visit abitos.com or call (305) 774-2945.
Established in 1935, First Bank is now the largest independent, full-service community bank headquartered in North Carolina. With more than 100 branches across the Carolinas, we provide the best-in-class financial solutions, advice and technology you need to manage your home or business—with local decision makers who know your name and live in your neighborhood. Come see why individuals, families and businesses have trusted us for generations. Member FDIC | Equal Housing Lender
We are a group of highly qualified mortgage professionals dedicated to providing a world class mortgage experience coupled with world class service. We strive to offer the best value, service, and process in the mortgage industry. It is our hope that just one transaction with us will result in you becoming a member of the JFQ family for life.
Welcome to ERP Advisors Group's home on LinkedIn. Follow us for regular updates about the Enterprise Resource Planning industry, software news, tips, blog articles, and more. What makes ERP Advisors Group different from other consultancies? • We receive no compensation from any vendor or partner and are completely unbiased. • We have worked with over one hundred companies in our 15+ years of experience and have developed a deep understanding with ERP, Customer Relationship Management, Mobile Applications, and many other business applications. • We are technology agnostic, which means we have no preference for or prejudice against any particular technology so we are free to recommend the technology that best fits your needs. • We have worked with many companies in a similar situation to yours and understand your requirements around sales, manufacturing, inventory, order fulfillment, and accounting. • Former clients, our best source of referrals, very often refer us to their colleagues and friends in industry. • Partners at top CPA firms refer their valuable clients to EAG for software consulting advice. • CFO Networks turn to EAG when their clients need help with their software initiatives. • Private Equity Groups hire EAG for expert software consulting to their holding companies. • Software investors consult EAG for guidance on industry trends, directing their investing activities. • Industry Opinion Leaders seek out EAG to share expert and honest insights into the software market. • Software Account Executives from all of the top software companies and across all verticals refer their prospects to us for help in making the best software decisions. Learn more at www.erpadvisorsgroup.com
WHAT WE DO: Benefit Plans Plus (BPP) is a Third Party Administrator (TPA) that actively partners with Financial Advisors by providing effective tools, services, and support for front-end business development and client retention. We are experts in retirement plan consulting, personalized plan design, and hassle-free plan administration. WHO WE WORK WITH: Financial Advisors, Business Owners, Retirement Plan Recordkeepers, DCIOs, Payroll Vendors, & CPAs. HOW WE DO IT: Our partners see us as an extension of their business development efforts. From quote to close, and throughout the life of the plan, we support our partners in each phase of the process and offer a host of tools not typically seen in TPA partnerships. We’re successful when they’re successful. WHY IT WORKS: Many of our Financial Advisor partners do not consider themselves retirement plan experts. We commit to being the expert in the room and recent research shows that involving us early in the process to consult with a prospect significantly increases the probability of closing the business. WHAT MAKES US DIFFERENT: Most TPAs tend to be reactive in their methodology. We embrace the opposite approach by using a hands on, consultative approach. Call us early in the process and let us help you craft a strategy to win the business. We write over 150 new plans each year, we know what works and what doesn’t—use us as a sounding board. WHAT OTHERS SAY ABOUT US: “BPP is like a Master Chef… they take the laws and regs governing qualified plans as the ingredients, and based on the tastes of their clients, create a recipe to satisfy their plan goals.” Chris Barlow, Managing Director, KnowHow 401k CONTACT US AT: E: [email protected] P: 314-824-5252
