Top Tech Companies (2,726)
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Did you know that every year millions of people overpay their taxes without realizing it? Without a plan, accounting and taxes can be stressful, uncertain, and overwhelming. Our CPAs and business advisors quiet the noise to help you feel confident and well-equipped to run your business with peace of mind. Since 1964, Kaizen CPAs + Advisors [formerly James Hamlin & Co., P.C.] has been helping businesses maximize their profit potential. As a second-generation, family-owned business, we know firsthand what it takes to provide and incorporate the kind of forward-thinking financial advice, preparation, and planning to achieve and exceed business growth goals.
BlackRock is a global asset manager. We help investors build better financial futures. As a fiduciary to investors and a leading provider of financial technology, our clients turn to us for the solutions they need when planning for their most important goals. Our founding mission was to establish a firm that thinks differently about managing investment risks to best serve our clients, and this is still at our core today. We challenge businesses to reach higher standards. We use technology to think beyond what’s possible. We provide investment solutions for every need. We aim to simplify a complex world. We help chart paths towards financial health. We are BlackRock, and we are invested in your financial well-being. Follow us for global insights shaping the economy, thought leadership, and more information on culture and careers at BlackRock. https://www.blackrock.com/corporate/compliance/social-media-guidelines
CFOs & Tax Advisors helping Private Equity Firms, Family Offices, and Closely Held Corporations grow cashflow through financial accounting and tax planning. Our team consists of seasoned financial leaders with strong business acumen obtained through many years of senior level experience in public accounting and with multi-national Fortune 500 companies. Our objective is to provide our clients with a one stop financial and tax planning source for their organization and family. By outsourcing accounting and back-office to us, our clients are able to save money, improve financial reporting, receive continuous tax planning, and consolidate all of their financial questions and needs to one team. Our CFO accounting and advisory services (CAAS), seek to modernize organization's financial infrastructure to better understand, plan, and react to financial information. We implement cloud-based and paperless financial systems so information is readily available and documents are electronically and securely maintained. The collaborative and proactive approach we take leads to stronger client relationships and constant visibility into finances. Our services: - Virtual CFO - Controllership Services - Back-Office Accounting - Business Process Design - Cloud base solutions - Metrics and KPIs Call us today for a free consultation, and let us show you how powerful your business can be!
Velera, formerly PSCU/Co-op Solutions, is the nation’s premier payments credit union service organization (CUSO) and an integrated financial technology solutions provider. With over four decades of industry experience and a commitment to service excellence and innovation, our company serves more than 4,000 financial institutions throughout North America, operating with velocity to help our clients keep pace with the rapid momentum of change and fuel growth in the new era of financial services. Velera leverages its expertise and resources on behalf of credit unions and their members, offering an end-to-end product portfolio.
At NerdWallet, we’re on a mission to provide clarity for all of life’s financial decisions. Every day, we help people find the right credit cards and mortgage rates, refinance their student loans, track their spending and so much more. We're proud to say that millions of people turn to Nerds for our objective advice, expert info, and helpful tools. Speaking of Nerds — we're a passionate, mission-driven bunch. We know what's best for our business means doing what’s best for our consumers, and we foster professional growth while striking this balance. We work collaboratively and empathetically, guided by our company values: Hypothesize, Build, Measure, Learn; Drivers Before Solutions; Consumer, Company, Team, Self; Candid and Constructive; and Relentless Self-Improvement. In 2019, Inc. included NerdWallet on its list of the Best Workplaces, and the San Francisco Business Times listed us as one of the 50 Greater Bay Area Financial Tech Companies. Beyond generous compensation packages, we also provide a range of benefits, including top-notch health, dental, and vision insurance; commuter and gym stipends; great PTO and both maternity and paternity leave; and catered breakfasts and lunches in our beautiful San Francisco office. In 2020, NerdWallet expanded internationally. UK-based Know Your Money joined the NerdWallet family. Together, we aspire to provide the most comprehensive financial comparison website in the UK, while continuing to provide clarity for all of life’s financial decisions.
Principal Global Investors’ single purpose is empowering individual investors, institutions, and business professionals to reach their financial goals. With our multi-boutique platform, clients can access independent investment specialists and philosophies to create customized solutions that fit their evolving investment needs. Follow us to tap into insights and updates on how your world connects with investments, capital markets, and economic events. To obtain a prospectus, download online: https://www.principalfunds.com/prospectus Investing involves risk, including possible loss of principal. Principal Funds are distributed by Principal Funds Distributor, Inc. Information that is provided by Principal Global Investors is for informational purposes only and should not be considered as investment advice or a recommendation to invest in any particular security, strategy or investment product. Principal Global Investors is not engaged in rendering any tax, legal or accounting advice. Please consult with a qualified professional for this type of advice.
Wells Fargo & Company (NYSE: WFC) is a diversified, community-based financial services company with approximately $1.9 trillion in assets. Wells Fargo’s vision is to satisfy our customers’ financial needs and help them succeed financially. Founded in 1852 and headquartered in San Francisco, Wells Fargo provides banking, investment and mortgage products and services, as well as consumer and commercial finance, through more than 7,300 locations, 12,000 ATMs, the internet (wellsfargo.com) and mobile banking, and has offices in over 40 countries and territories to support customers who conduct business in the global economy. With approximately 250,000 team members, Wells Fargo serves one in three households in the United States. Wells Fargo & Company was ranked No. 41 on Fortune’s 2022 rankings of America’s largest corporations. News, insights and perspectives from Wells Fargo are also available at Wells Fargo Stories. Relevant military experience is considered for veterans and transitioning service men and women. Wells Fargo is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation. © 2016 Wells Fargo Bank, N.A. All rights reserved. Member FDIC.
Athena Advisory is a fintech company that provides financial advice targeted to people who can't traditionally afford a financial advisor. Our goal is to automate and optimize the financial lives of our users so they can enjoy their life. We are a startup and looking to disrupt the financial advice industry.
Client Direct Mortgage is a consumer-direct mortgage brokerage and lender leveraging industry-leading technology and access to tons of loan types to help borrowers purchase or refinance fast and efficiently
Growing businesses often reach a point where they need professional financial advice but cannot justify the cost of hiring a full-time accounting staff or high-level Controller or CFO. By outsourcing these services, you receive the experience and expertise of financial professionals without the in-house cost—salary, benefits, and bonuses—of full-time staff. As your company evolves, so will your internal accounting structure. Our services include complete accounting and finance solutions for your organization and can be customized into either part-time accounting outsourcing or full-time project work. You can count on Badger CPA for consistency and reliability to meet your unique financial requirements.
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Shop Your Way (SYW) is a high-growth FinTech and Partner-enablement platform that leverages a proprietary technology infrastructure to service some of the largest and most innovative brands in America. SYW powers multiple business and consumer services, including the SYW Mastercard and SYW Rewards, along with several digital properties. With an expansive and growing Partner Network, SYW has established itself as a leading provider of loyalty, payments, & data services. SYW is built for scale & growth.
Our mission is to empower all startup employees to participate in the success of the companies they helped build. We do so by linking employees to accredited investors, who compete to provide them with the funding they need to exercise their stock options. Our platform allows employees to minimize the downside risk associated with exercising their options, while giving investors the unique opportunity to invest in private startups.
VeracityID, Inc. is a SaaS, ‘big data’ company focused on providing real-time fraud detection and intervention services to the financial services industry – with a focus on the personal lines/small business insurance sectors. VeracityID's idFusion solution enables financial institutions such as insurance carriers to automate the detection, measurement and mitigation of fraud risks at the point of sale – and then continuously monitor changes in risk level throughout the product/policy lifecycle. Our deep understanding of the industry – combined with our leading-edge work developing anti-fraud solutions – has enabled us to design and deliver a purpose built, sophisticated and robust solution to the problem of detecting, measuring and mitigating fraud risks before they become fraud losses. VeracityID is headquartered in Reno, NV with offices in Cupertino, CA , London, UK and development offices in Romania. About the idFusion Solution The idFusion platform offers a revolutionary approach to the continuing global war on fraud and is based on the simple idea that you can discern and measure fraud risk by viewing a prospective customer’s digital footprint from multiple perspectives by combining cutting edge ‘big data’ tools with practical insights into the behavior and psychology of fraudsters. idFusion enables customers to discern hidden relationships between people and data that traditional methods and other software tools often miss that are gateways to fraud discovery. idFusion is built for real-time analysis at point-of-sale and has been configured with a strong focus on the type of world-class systems/data/application security, virtually limitless scalability, compelling ease of use, and highly configurable workflow that the large enterprise demands. The solution is fully operational in a Fortune 50 financial institution.
The Hebets Company is a financial services company based out of 2575 E Camelback Rd, Phoenix, AZ, United States. Securities offered through Kestra Investment Services, LLC (Kestra IS), Member FINRA/SIPC. Investment advisory services may be offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Kestra IS and Kestra AS are not affiliated with NFP or its subsidiaries. Investor Disclosures: https://bit.ly/KF-Disclosures.
Since 1998, the Dynamo team and its Client Services and Support organization have worked alongside fund managers, institutional investors, and service providers to identify and solve key challenges in the alternative investments ecosystem. Today, we are proud to offer a complete investment management platform that is configurable, cloud-based, automated, and versatile. Our advanced CRM, deal management, fundraising, research management, and investor relations functionalities allow GP firms to improve communication and collaboration. Users can even leverage our back-office systems for portfolio monitoring, fund accounting, and secure online reporting features, all within a single, integrated system. LPs can leverage our centralized investment research management and portfolio management modules, Dynamo Data Automation services, portfolio tracking and analysis, and visual portfolio reporting to make educated investment decisions. With Dynamo, there is a better way to take control of your investment and insights. We’re ready to show you how.
At Glassman Wealth Services, we are here to help uncomplicate the financial decisions you need to make now, and we continue to guide you as your life’s situations change. First, and most importantly, we are a fiduciary which means that we put your interests first. Period. We sell no products, we have no quotas. Our relationship with you and your family is unbiased and dedicated solely to your best interests. Next, we put you at the center of what we do by designing our services to meet your needs. Whether you’re looking for investment strategies to help you meet your goals, or require more comprehensive financial planning, our deep experience and expertise are here to help you effectively manage your family’s wealth. We invite you to explore the difference through our Investment Management and Financial Planning services. Or Contact Us at 703-534-4444 to begin a conversation.
Atlantic Capital Bank, located in Atlanta, Georgia, is a commercial bank that serves middle market and emerging growth companies, private banking clients, and top-tier real estate developers. Atlantic Capital Bank is focused on helping clients succeed in today's market. By strategically combining the best aspects of both large global banks and smaller community banks, we offer our clients the expertise, capabilities and lending power of a larger financial institution, as well as the hands-on service often only found at smaller banks. Each of our bankers has, on average, 25 years of experience in the banking industry. This expertise, combined with a passion for service and a deep understanding of our clients unique needs, is what makes us different. Atlantic Capital Bank isn't just a financial institution, it is a place where clients go to find smart solutions - and where they stay because they find trusted advisors. Atlantic Capital Bank: Member FDIC, Equal Housing Lender.
Climb Credit (NMLS# 1240013) is an innovative student lending platform that makes career creation and transformation more accessible, affordable, and accountable than ever before. Driven by a mission to empower individuals to unlock their career potential – no matter what their credit profile – Climb Credit identifies programs and schools with a demonstrated ability to improve the earnings of their graduates. Then they provide learners with financing options that are priced and structured to meet the unique needs of those seeking career elevation and increased earning power. Recognizing the dynamic and diverse nature of an economy in rapid change, Climb Credit partners with schools that teach everything from cybersecurity to pilot training, heavy machine operation to data science, and culinary arts to coding. While some colleges are struggling to meet the real-world needs of their students, Climb Credit and its partner schools are committed to an inspiring practicality that can bring confidence as individuals Own the Next phase of their career goals.
Cetera Financial Group empowers the delivery of professional financial advice to individuals, families and company retirement plans across the country. We support independent and institutions-based advisors, tax professionals, and bank and credit union investment programs, ensuring they have the objective research, regulatory guidance, technology, tools and resources they need to help them and their clients pursue their dreams for the future. While our multiple distinct firms allow us to customize how we serve the needs of each advisor and investment program, all are united through our exclusive Advice-Centric Experience™, which makes the delivery of financial insight and advice more efficient, more transparent, and more human. Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), Cetera Financial Specialists LLC, and First Allied Securities, Inc. All firms are members FINRA / SIPC. Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services
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
