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Financial Services
Indianapolis, Indiana, USA
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.


Financial Services
Charlotte, North Carolina, USA
33 Employees

Atlas Fund Services, is a fully licensed and recognized global fund service provider. Atlas offers a complete range of institutional and cost-effective alternative hedge fund solutions, with a special dedication to emerging managers, and over 10 years'​ industry expertise serving seasoned managers and family offices. Atlas was founded by in 2006 to support smaller fund managers, and has since customized its emerging manager offering while extending its offering to funds up to USD 1 billion AUM. Atlas prides itself on having an expert team of professionals (each senior person is a 20 year plus industry professional), best in class technology, and services to support --at an affordable level-- emerging managers and family offices. Service offering includes a complete range of alternative hedge fund service solutions such as fund and portfolio accounting, hedge fund administration, private equity, and real estate fund administration, fund of fund administration, cryptocurrency fund administration, compliance, risk reporting, investor services, and Registrar/Transfer Agency services, and Family Office Solutions. Key facts about ATLAS: - SSAE 20 (SOC 1) Type II Compliant - Front-to-Back fully integrated accounting platform - Secure online web reporting for investment managers & investors - Global reach, servicing investment managers in the USA, Europe, Brazil and Latin America Please contact Paul Durward (Exec Dir) at Atlas Fund Services at [email protected] to obtain more information.


Fintech • Software • Financial Services
Houston, Texas, USA
98 Employees

APM Help is a team of AppFolio & Propertyware experts providing On Demand Consulting, Daily Bank Reconciliations, & Full-time Bookkeeping. Whether it's Bank Reconciliations, Financial Diagnostics, Training, Migrating, Passing an Audit, or General Questions - We are here to help.


Financial Services
Santa Clara, California, USA
172 Employees

PayNearMe is the industry’s only platform that facilitates cash, debit, credit, ACH and mobile-first payments, including Apple Pay and Google Pay, for thousands of businesses and government agencies nationwide. With its great mobile experience, PayNearMe’s technology provides a simple way for businesses to collect payments through an intuitive, consistent experience for their customers. In addition, payment reminders and mobile wallet integration drive more on-time payments. PayNearMe is the technology company that’s changing how payments are made To make a cash payment in their own neighborhood, consumers visit any of our 31,000 trusted locations in the U.S., which include 7-Eleven®, Walmart®,Family Dollar®, Casey's General Stores® and ACE Cash Express stores. PayNearMe processes cash payments for the IRS, Comcast, Greyhound, Oportun and the California Department of Child Support Services, among others. PayNearMe is offered by PayNearMe MT, Inc., which is a wholly owned subsidiary of Handle Financial, Inc. Follow PayNearMe on Twitter, LinkedIn and Facebook. Follow Handle Financial on Twitter @HandleFinancial. © 2021 Handle Financial, Inc. All rights reserved. Handle Financial and PayNearMe are trademarks or registered trademarks of Handle Financial.


Software • Financial Services
New York, New York, USA
78 Employees

Hold Brothers Capital, LLC is a leading direct access trading firm that deals primarily with the trading of domestic equities. A self-clearing broker-dealer, the firm is a member of the FINRA and SIPC. Hold Brothers offers the latest technology to traders providing high speed direct access to the equity markets though proprietary software and API connectivity. This fast, efficient operation offers comprehensive summary reporting and superior technology and service. The mission of Hold Brothers is to maximize the efficiency of its traders by providing superior trading technology, support services, and maintaining the integrity of its traders order flow by prohibiting third party access and in house mirroring. They strive to lead the industry through a proactive and ongoing quest for innovation and a total commitment to their trader's success. By offering competitive prices, timely, accurate market information and a state-of-the-art trading environment, Hold Brothers builds a strong foundation for continued growth. Hold Brothers is dedicated to the art of trading, maintaining the highest standards of excellence and integrity. Facebook - https://www.facebook.com/hold.brothers/ Twitter - https://twitter.com/HoldBrosCapital Google+ - https://plus.google.com/u/3/+HoldBrothersCapitalNewYork/about Youtube - https://www.youtube.com/channel/UCsxP3yCEzkFfKkCU15yCzjg


HR Tech • Professional Services • Consulting • Financial Services
United States
20 Employees

HR Business Solutions (HRBS) is a leading provider of comprehensive HR services, offering tailored solutions to businesses since 2019. Our expert team specializes in recruitment, payroll outsourcing, HR outsourcing, employee verification, and business process outsourcing (BPO). We also provide advanced HRIS solutions, corporate training programs, and strategic HR consultancy services. With a commitment to excellence and a client-focused approach, HRBS delivers high-quality HR solutions that simplify your tasks, enhance productivity, and allow you to focus on growing your business.


Fintech • Financial Services
St Paul, Minnesota, USA
5,001 Employees

At Securian Financial, we’re here for family. And we’re here because of it. We’re guided by our purpose: helping customers build secure tomorrows. Since 1880, we’ve been building a uniquely diversified company that has outlasted economic ups and downs while staying true to our customers. We’re committed to the markets we serve, providing insurance, investment and retirement solutions that give families the confidence to focus on what’s truly valuable: banking memories with those who matter most.


Financial Services
St Louis, Missouri, USA
13 Employees

Burds & Kuntz, P.C. was founded based on three principles: integrity, trust and dedication to client service. We have attracted "the best of the best"​ professionals dedicated to providing exceptional, trusted client service. The breadth of our past experiences serving closely held businesses and their owners and executives in the areas of tax strategy and planning has evolved into a core line of professional services that proactively focuses on our client’s profitability and success. B&K is not the largest firm by the numbers. We do not have a long list of services that can sometimes lead to unnecessary or inappropriate projects of diluted value. Our professional services are very focused with an emphasis on the client relationship. Because of this, we are selective of the client and type of engagement we accept. We are very careful to only engage when we are sure that our people, core competencies and philosophy align with the needs of a potential client. We will not stretch our own resources, nor compromise the high level of service we bring to current clients for the sake of growth. In certain situations, we will partner with other established, reputable firms to bring the best value-added solution to meet a client’s needs. Our mission is to increase their financial success through proactive planning and interaction. To see a full description of our core services, please view our services page.


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)


Fintech • Financial Services
2 Offices
51 Employees

Kinetix is a fintech company that specializes in Trade Management and Compliance Software. This configurable cross-product solution simplifies your technology, workflow and exception management across asset classes. Our software is business domain driven with task-oriented components that offer easy integration and interoperability.

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Fintech • Software • Financial Services
Chicago, Illinois, USA
345 Employees
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Fintech • Information Technology • Machine Learning • Software • Analytics • Financial Services
3 Offices
1782 Employees
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Fintech • Financial Services
15 Offices
1500 Employees
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Fintech • Information Technology • Financial Services
New York, New York, USA
868 Employees
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Fintech • Other • Software • Analytics • Financial Services
4 Offices
580 Employees
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Fintech • Mobile • Payments • Software • Financial Services • Cryptocurrency
New York, New York, USA
200 Employees
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Fintech • Real Estate • Software • Financial Services • PropTech
3 Offices
235 Employees
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Cloud • Fintech • Software • Financial Services
Chicago, Illinois, USA
120 Employees
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Fintech • Financial Services
2 Offices
200 Employees

Financial Services
Palo Alto, California, USA
239 Employees

Sapphire is a leading VC firm partnering with visionary teams and venture funds to build companies of consequence. For more than two decades, Sapphire has been investing capital, resources and expertise in innovative startups and technology-focused venture funds around the world. With $8B in AUM across Sapphire Ventures, Sapphire Partners and Sapphire Sport - with team members in Austin, London, Palo Alto and San Francisco - we are well-positioned to help scale companies and venture funds, elevating them to become global category leaders. To learn more about how we drive growth, visit: https://sapphireventures.com/.


Financial Services
Mesa, Arizona, USA
494 Employees

Acumen is one of the most experienced fiscal agents in the country specializing in self-directed programs. Our services help thousands of people lead more independent lives. We provide a variety of cost-effective, valuable services, each offered as a stand-alone option or packaged to provide a complete solution. Our primary business categories are: Customer Service Center Customer Satisfaction Surveys Human Resources Support Payroll Claims Processing Employee/Vendor Registry Training General Accounting Support Documentation Storage


Financial Services
Elmira, New York, USA
222 Employees

Chemung Canal Trust Company is an independent community bank, which has served the financial needs of businesses and individuals for over 180 years. We trace our roots to the opening of our namesake, the Chemung Canal, in 1833. Today, we operate 33 branch offices in 12 New York State counties and one Pennsylvania county. Most important, we remain steadfast to our community banking philosophy and business model, which means we build long-term relationships with our clients and play a vital role in the communities we serve. Deposits gathered locally are channeled back into our local communities in the form of loans to businesses, individuals, organizations and other enterprises. Decisions are made locally, not in some far-off distant city.


Agency • Professional Services • Software • Consulting • Financial Services
2 Offices
150 Employees

We are a Remote Assistant or Customer Service Representative company established in 2018. We assist companies in managing their work in a process-oriented and cost-effective way and measure everything with reports and analytics. We help companies with traditional pain points, including operations and execution. While working behind the desk, we help clients save on operational costs by up to 70% and reduce the time spent on operational tasks by 60%, allowing them to focus on what they do best – their core business.


Financial Services
Boston, Massachusetts, USA
1,120 Employees

Columbia Threadneedle Investments is a leading global asset management group that provides a broad range of investment strategies and solutions for individual, institutional and corporate clients around the world. With more than 2,500 people, including over 650 investment professionals based in North America, Europe and Asia, we manage $699 billion* of assets across developed and emerging market equities, fixed income, asset allocation solutions and alternatives. *In U.S. dollars as of March 31, 2022. Source: Columbia Threadneedle Investments and BMO GAM (EMEA). Columbia Threadneedle Investments (Columbia Threadneedle) is the global brand name of the Columbia and Threadneedle group of companies. Investment products offered through Columbia Management Investment Distributors, Inc., member FINRA. Advisory services provided by Columbia Management Investment Advisers, LLC. www.columbiathreadneedleus.com/social


Consumer Web • Financial Services
Boston, Massachusetts, USA
342 Employees

Quantis partners with leading consumer goods and financial services organizations to drive sustainable transformation to operate within planetary boundaries. We balance the latest science with business acumen to guide our clients to future-proof their business and thrive in a new planetary economy. We believe in the power of business to create a sustainable future where nature, people – and business – can thrive.


Security • Financial Services
Washington, District of Columbia, USA
3,924 Employees

The mission of the U.S. Securities and Exchange Commission (SEC) is to protect investors, maintain fair, orderly, and efficient markets, and facilitate capital formation. The SEC holds primary responsibility for enforcing the federal securities laws and regulating the securities industry, the nation's stock and options exchanges, and other electronic securities markets in the United States. In addition to the Securities Exchange Act of 1934 that created it, the SEC enforces the Securities Act of 1933, the Trust Indenture Act of 1939, the Investment Company Act of 1940, the Investment Advisers Act of 1940, the Sarbanes-Oxley Act of 2002 and other statutes. The SEC's five main divisions are: • Corporation Finance • Trading and Markets • Investment Management • Enforcement • Risk and Economic Analysis The SEC is looking for the brightest minds to solve difficult problems and help strengthen our team in order to better serve as the investor's advocate. We are currently seeking qualified applicants for numerous positions. Opportunities are located in the SEC's Washington, D.C. headquarters and in 11 regional offices in the United States. Disclaimer: http://ow.ly/5hB230oHjhr


Fintech • Payments • Financial Services
Leawood, Kansas, USA
2,682 Employees

Starting in Central Europe in 1994 and growing to a global real-time digital and cash payments network with millions of touchpoints today, Euronet (NASDAQ: EEFT) now moves money in all the ways consumers and businesses depend upon. This includes money transfers, credit/debit processing, ATMs, point-of-sale services, branded payments, currency exchange and more. With products and services in more than 200 countries and territories provided through its own brand and branded business segments, Euronet and its financial technologies and networks make participation in the global economy easier, faster and more secure for everyone.


Financial Services
San Diego, California, USA
159 Employees

Mulligan Funding exists to provide invaluable financial solutions to the small and medium-sized businesses that fuel our country. Through our unique ability to combine technology, a human touch, and unwavering integrity, we help those we serve bring their dreams to life. We believe trust is earned one client at a time. We look forward to earning yours. https://www.MulliganFunding.com


Financial Services
Charlotte, North Carolina, USA
14 Employees

Scharf Pera & Co., PLLC is a Charlotte area firm of highly trained certified public accountants and consultants. More than just another office of bean-counters and number-crunchers, ours is a team of business owners and professionals who understand the many demands on businesses and individuals. We don’t hire one-dimensional tax preparers, and we don’t take a narrowly focused approach to financial matters. Our personnel are encouraged to take initiative, take aggressive stands, and explore all avenues that might save you money or add value to your business.