Top Financial Services Companies (8,954)

9fin is the AI-native platform for credit markets. We’re building the data and AI infrastructure behind an essential part of the global economy, one that funds governments, businesses and infrastructure, and keeps capital flowing around the world. By bringing together proprietary data, market intelligence and AI, we give leading financial institutions a complete view of credit and the tools to...

Alantra is an independent global mid-market financial services firm providing investment banking, asset management, and private capital services to companies, families, and investors operating in the mid-market segment. The Group has over 600 professionals across Europe, the US, Latin America, and Asia. Its Investment Banking division provides independent advice on M&A, debt advisory, financial restructuring, structured funding & asset-backed securitizations, credit...

Angel Oak Companies is a leading vertically integrated asset manager specializing in innovative mortgage and consumer credit solutions. Through its integrated credit and investment platform, the company provides unique services across asset management and lending, positioning itself as a leader in non-agency U.S. residential mortgage investment. It offers financial services including investment advisory, mutual funds, and financial institution consulting.

Imperial PFS® offers premium financing solutions for the commercial insurance industry. For more than 40 years, we have built solid relationships with our insurance agency partners. Together, we’ve developed innovative services and flexible programs to help businesses free up cash flow and obtain the insurance security and cover

Smartleaf’s software and services make managing personalized, tax-optimized portfolios simple. So simple that wealth advisors can offer every client, of every size, the highest level of personalization and tax management; so simple that working with direct indexes is as easy as working with ETFs; so simple that advisors spend zero time rebalancing and trading portfolios. And so effective that wealth...

TabAI is an AI-powered workspace for complex finance and accounting teams, designed to automate data cleanup and advanced modeling. The platform helps users audit workbooks, extract data from PDFs into structured Excel, and automate repetitive workflows. By reducing spreadsheet errors and accelerating the delivery of accurate financial reports, TabAI enables finance professionals to deliver higher-quality work with significantly reduced manual...

Capstone is a global strategy firm helping corporations, industries, and investors navigate the local, national, and international policy and regulatory landscape. With offices in Washington, DC, Houston, London, Brussels, and Sydney, our work explores how policy affects companies, industries, and investments in the financial services, health care, TMT, and energy sectors. We work with a diverse group of corporate and...

Pemberton Asset Management is a leading European private credit manager providing innovative, cycle-tested private credit solutions for limited partners (LPs) and general partners (GPs). The firm focuses on private debt and direct lending to European non-investment grade mid-market companies, leveraging deep credit expertise and an extensive origination network of offices across Europe to deliver sustainable value.

Amyand Consulting is a UK-based investment consulting firm that helps businesses navigate international markets and global investing. It provides investment advisory guidance, tailored asset-strategy and allocation support, risk management, cross-border investment advice, and global compliance counsel. The firm combines expertise in finance, international regulations, market dynamics, and geopolitical developments to help clients optimize opportunities, manage risks, meet ESG standards, and...

Cain Watters & Associates (CWA) is a financial-services and accounting firm focused on dentists, dental practices, and business owners nationwide. Founded in 1984, it provides CPA and accounting services, proactive tax planning, financial and retirement planning, estate and risk solutions, practice-transition guidance, and investment advisory services. Its mission is to help clients improve practice profitability, build wealth, and achieve long-term...

Private asset markets (PE, Private Credit, VC, Real Estate) have 10x to 9.8T in AUM over the past decade, and are projected to grow to $17T in the next five years. The development of technology built to service such a massive market has not kept pace. Workflows are manual, systems are siloed, and data is static. Dealmaking (the core activity...

1870 Holdings, Inc. is a Midwest-based financial holding company founded in 2005 that owns and operates community banks and financial services subsidiaries. Its businesses include Midwest Bank, Princeville State Bank, Porter-Hay Insurance, and MB Tax & Accounting. The company provides personal and business banking, insurance, wealth management, trust, and tax/accounting services with a focus on community banking and sustainable regional...

Bread Financial is a tech-forward financial services company providing simple, personalized payment, lending and saving solutions. The company creates opportunities for its customers and partners through digitally-enabled choices that offer ease, empowerment, financial flexibility and exceptional customer experiences. Driven by a digital-first approach, data insights and white-label technology, Bread Financial delivers growth for its partners through a comprehensive product suite,...

Ignite Banking is a boutique consulting firm founded in 2011 that provides precision digital banking transformation services exclusively for banks and financial institutions. Their practitioner-led teams integrate business strategy with deep technical expertise to help regional and community banks navigate complex modernization initiatives, manage vendor partners, and execute critical transformations ranging from core conversions to digital platform rollouts.

Better Debt Solutions, located in Irvine, CA, is dedicated to empowering individuals and families facing financial hardships. Our programs, rooted in integrity and compassion, serve to educate and guide clients toward financial control and freedom. Having been founded in 2022, we've had the privilege of assisting over 17,000 individuals. We take pride in helping them break free from debt, rediscover...

WOO X is a centralized crypto trading platform offering best-in-class liquidity and price execution on spot and futures. WOO X has an average daily volume exceeding $600 million and is home to hundreds of thousands of top traders worldwide. WOO X traders benefit from radical transparency through a live dashboard tracking proof of reserves and liabilities

Lloyds Technology Centre is the Global Capability Centre of Lloyds Banking Group, based in Hyderabad, India. It functions as a tech and data company providing engineering expertise in cloud computing, data analytics, and cybersecurity. The centre supports the digital transformation of Lloyds Banking Group, a leading UK financial services provider, and operates primarily in the IT services and consulting sector.

CapitalSage Holdings is an indigenous, innovation-driven African conglomerate operating across financial technology, agribusiness, and healthcare. It began as a microfinance institution and evolved into a group focused on sectors that support Africa’s future. Through technology-enabled financial solutions, the company seeks to expand access to financial services and promote financial inclusion in Nigeria and beyond while building value across its businesses.

MAZO Capital Solutions is a trust-driven, full-service commercial finance company dedicated to powering America's entrepreneurial spirit by providing fast, flexible equipment financing and access to capital for growing businesses.

Kuda is a fintech company on a mission to make financial services more accessible, affordable and rewarding for every African on the planet. We've built the money app for Africans around the world, giving them a better alternative to traditional finance by delivering services including free money transfers, smart budgeting, investments and instant access to credit through digital devices