Alpha Financial Markets Consulting is a leading global consultancy to the financial services industry. Alpha combines highly specialist, sector-focused management consulting and technology expertise to support the client transformation lifecycle. Founded in 2003, it now has over 1,000 consultants across the North America, UK, Europe, MENA and APAC. If you’re a business that likes what you’ve just read, or an experienced consultant that can bring something to the team, we’d love to hear from you. Asset Management, Wealth Management, Insurance, Alternatives, Financial Services, SaaS Solutions, Data Solutions, Benchmarking, Marketing Services, Management Consulting, Technology Consulting, and Strategy Consulting

85 similar entities Type: SMB Activities: fintech Technologies: Data Analytics

MANAGERS OF YOUR FUTURE A telephone group brand In Fonditel we have been improving the future of our clients for more than 30 years. And we will continue to do it. We add value to the management of the savings and investment of our clients, making available to our extensive experience, high capacity for innovation and independence in decision making. We are a company belonging to the telephone group that we offer investment solutions both in pension plans and in investment funds. We create a close, prolonged relationship over time and based on trust and obtaining profitability appropriate to the …

21 similar entities Type: SMB Activities: fintech Technologies: Decarbonization

With you for the long-term. For over 30 years, our core values have guided our services, fostering long-term relationships that span generations. As an independent, employee-owned business, we take immense pride in understanding our customers' aspirations and objectives. Our commitment to quality and excellence is reflected in our team of highly qualified investment and financial planning professionals, dedicated to providing exceptional service and attractive long-term investment returns. Since 1992, we have been based in and around Chipping Norton, where our local community holds great importance to us. We prioritise using local providers and actively support various projects that benefit the …

63 similar entities Type: SMB Activities: fintech

Strategy consultants dedicated to the investment management industry We are strategy consultants dedicated to serving investment managers and financial investors globally. We partner with business leaders on growth strategy, market entry, product development and enhancement, sustainability, M&A and transaction support. We are an independent partnership founded in 2007, operating across Europe and the U.S. We have been a UN Principles for Responsible Investment (UNPRI) signatory since 2016. For more information, please visit www.indefi.com. Strategy, Private Equity, ESG, Asset Management, Consulting, Strategy consulting, Consultancy, Finance, Due Diligence, and Sustainability

106 similar entities Type: SMB Activities: consulting fintech Technologies: Decarbonization

Matching the Worlds Founded in 2001, Oaklen Consulting is an independent consulting and auditing firm specialising in payments. We have developed a high level of expertise that is recognised by our clients, whom we support in their payment transformation projects from strategic vision to implementation. This global approach to payment methods allows us to intervene in the entire value chain. The success of the ambitious projects entrusted to us by our clients is based on our sense of commitment and the expertise of our consultants involved. Monétique, Moyens de Paiement, Conseil, MOA, Marketing des Paiements, Innovation, Plateforme de Paiement, Cybersécurité, …

85 similar entities Type: SMB Activities: fintech it services Technologies: Cybersecurity

The Challenger Consultancy. An award-winning global consulting firm working with clients across a diverse range of markets, industries and geographies. We're a high-performance, hand-selected team of industry professionals, subject matter experts and career consultants. We take on our clients’ toughest business challenges to deliver lasting, tangible change. Our culture is built on entrepreneurialism, so our people play an integral role in building our business. Every member of our team is an owner of Elixirr through our share schemes, encouraging an ownership mindset by seeing real return for the work they put in every day. Our roots are in strategy consulting. …

784 similar entities Type: Startup Activities: consulting constructiontech fintech uxtech Technologies: Generative A.I. Data Analytics A.I.

The best of real estate, insurance, financing and wealth management services! The Leduc agency is a family and independent firm based in Lambersart, in the Lille metropolitan area, offering a full offer of specialized services through its 5 trades such as real estate transaction, rental management, insurance brokerage, financing brokerage and wealth management consulting. Our cabinet has the ambition to offer you the best possible experience. To do this, we favor a close proximity and a lasting relationship with our private customers, investors and businesses. Our company on a human scale also guarantees you a strong responsiveness and a tailor-made …

47 similar entities Type: SMB Activities: proptech Technologies: Cybersecurity

Experts in building heritage, promoting intelligent financial decisions In Funtual we work so that millions of people live their lives knowing that they have already made the smartest decision to make their money grow. We are the leading technology company in investments in Mexico and Chile, helping our clients build assets and financial knowledge over time. We honor our experts so much, that create our innovative investment solutions, as well as our clients, professionals from various areas that trust our platform to manage their finances and investments. We have the support of the most recognized investors in the world, including …

418 similar entities Type: Startup Activities: fintech Technologies: SaaS

CECOGEB is a consular organism of public economic interest. We work at the service of 3,500 merchants, craftsmen, service providers and liberal professions located mainly in Gironde and Dordogne, in partnership with 450 accounting firms. Our missions Management assistance Each company benefits from an annual analysis of its economic, financial and fiscal situation, based on its accounting and tax documents. In return, the business manager benefits from tax security. Statistics and economic studies We carry out different economic economic conditions: studies, observatories, statistics. Intended for creators, business leaders and their partners, they allow you to better know a market before …

105 similar entities Type: SMB Activities: fintech Technologies: Cybersecurity

Thematic Investors #assetmanagement #finance #thematicinvesting #thematics Independent Asset Manager regulated by the AMF N°GP 00-023 Founded in 2000 and based in Strasbourg and Paris, Galilee Asset Management is recognized for its multi-thematic expertise in the selection of funds and securities. It offers investment solutions for individual, professional and institutional clients. Its entrepreneurial structure and its capitalistic independence vis-a-vis any banking or insurance network is the guarantee of great freedom in its investment decisions. Gestion Collective, PEA/Comptes-titres, Assurance-Vie, Assistance à la Gestion, Asset Management, Gestion Privée, OPCVM, Actions, Gestion thématique, Fonds Internes Dédiés, FID, Fund Selection, Fund Picking, Stock Picking, and …

143 similar entities Type: SMB Activities: fintech Technologies: Cybersecurity

Cestrian Financial Planning Services Ltd is a second generation family business, established in Chester in 1980. We strive to deliver a professional service of the highest quality, focused on improving the lives of our clients and their future generations by helping them achieve their financial ambitions. We are proud of achieving the accolade of being Chester's first Chartered Financial Planning firm, and the 17th in the UK to reach the pinnacle of our profession. This means we demonstrate the highest level of technical expertise and professional standards, which are audited on an annual basis by the Chartered Insurance Institute. We …

Type: SMB Activities: fintech

⭐We're Great Place To Work Certified We are a network organization focused on pragmatic consultancy. With a team of over 1000 people, we are active in Belgium, Germany, the Netherlands and Luxembourg. We support our clients with advice and implementation services in the field of Finance, Human Development and IT, across industries and services. Working at TriFinance means that your growth takes center stage. We believe that your growth and development results in better solutions for our clients. We refer to this as "Furthering people for better performance in Do-How" www.trifinance.be - www.trifinance.nl - www.trifinance.de - www.trifinance.lu Data & Analytics, …

92 similar entities Type: SMB Activities: fintech Technologies: Data Analytics

The Transition Management Company for the insurance and financial services industry. Founded in 2014, Find Bob is the leading provider of transition management platforms for the financial services industry. Our mission is to ignite growth conscious cultures by aligning advisor and firm interests for every financial institution in the world. We help Advisors by making it easy to achieve their transition goals, provide a safe & anonymous way to discover opportunities and develop business relationships. We help Firms facilitate internal transition outcomes so they can protect existing assets, recruit & retain talent, and generate new revenue streams. We help Industry …

55 similar entities Type: Startup Activities: fintech Technologies: SaaS

At your side, at the heart of the markets PROMPA ASSET Management, a 100% subsidiary of BRED, specializes in asset management. We manage more than 3 billion euros (at 12/31/2023). We are at the service of more than 2,000 private, institutional, companies and associations to which we provide suitable investment solutions through open funds, tailor-made funds or mandates (securities, PEA, life insurance contracts). We have developed a range of socially responsible investment solutions since 2016. We have built ourselves since 1992 around a team of experienced, committed and complementary managers. Our identity is based on strong commitments of transparency, listening …

135 similar entities Type: SMB Activities: fintech Technologies: Cybersecurity

Expert by your side, to help you achieve your goals. AccountAfrance is an accounting and auditorious accounting firm but not only! We are keen to support our customers throughout their lives as entrepreneurs in a climate of proximity and confidence. Council in the broad sense is then the first of our services. All our experience, our skills and our tools are thus mobilized to help you achieve your goals. Business management advice, accounting, taxation, pay and social advice, secretariat and legal services, and audit, auditor

199 similar entities Type: SMB Activities: fintech Technologies: Decarbonization

Your roadmap, your future, your security, your comfort, and your trust. At Penco we help you to see the whole picture so you can make up your own mind. We take a holistic view in our engagements with our clients. We utilise our expertise in financial mentoring, wealth management, behavioral finance, and risk management to assist our clients to make more informed decisions now and into the future. We will assist you to identify your roadmap to prosperity and support you along your journey to see your vision realised. Financial Mentoring, Wealth Management, Behavioral Finance, and Risk Management

29 similar entities Type: SMB Activities: fintech Technologies: Cybersecurity

Creating opportunity. Contingent recruitment across the insurance, technology and financial services sectors. CREATING OPPORTUNITY. Eames Consulting is a contingent recruitment business with international reach, specialising at the mid-to-senior level of the insurance, financial services, and technology markets. We are driven by a common purpose: to make opportunity happen. We create opportunity for our clients to transform their business. We create opportunity for our candidates to thrive in the right job and culture. And we create opportunities for each other to get the best out of our work and ourselves. Our consultants are focused on specialist areas of their dedicated market …

247 similar entities Type: SMB Activities: insurtech regtech hrtech fintech Technologies: Cybersecurity

Part of Capgemini Invent | Global management consulting firm dedicated to the financial services CH & Co. is a consulting firm, part of Capgemini Invent, operating globally via 5 main offices in Europe, Asia, and North America (Paris, Geneva, New York, Montreal, Hong Kong) with around 200 consultants. Thinkers & doers, seizing the future of financial services, we specialise in management consulting for the financial services sector. Our Clients, which include the leading European banks and insurers, choose us to oversee projects relating to business development and innovation, operations and risk control. We take pride in proving ourselves to be …

228 similar entities Type: SMB Activities: fintech consulting insurtech Technologies: Blockchain/Cryptocurrency

Helping clients improve their quality of life by making informed financial decisions. AC Financial began with a vision to build trusting, lifelong relationships with you, our clients, by helping you work toward acquiring, growing and safeguarding your wealth. Our dream became a reality in 2002 and we currently help many families and businesses wanting to pursue a secure financial future. By educating you in personal finance, investments, insurance, strategic asset management and building your net worth, we can help you improve your quality of life. Retirement Planning, Strategic Asset Management, Investment Planning & Consulting, Cash Flow & Budgeting, Risk Management …

60 similar entities Type: SMB Activities: fintech Technologies: Cybersecurity

My network of experts is a consulting and insurance consulting firm of people specializing in personalized management for individuals and professionals. Founded in 2016, its main vocation is inter-professional. Our multidisciplinary team, made up of figures of figures, law and insurance, work in symbiosis on each request from our customers to bring them the best of our additional expertise. Our strength? Advise and support you throughout your life projects, by analyzing your situation and your objectives in their globality in order to establish with you the strategies that suit you. Insurance, brokerage, advice, private management, expatriate, and start-up

48 similar entities Type: SMB Activities: insurtech fintech

The Power of Experience Fintova Partners is a leading consultancy providing strategic advisory, technology, risk management, distribution, and operations services to investment management firms, fintechs, and other financial institutions. The firm’s seasoned professionals leverage their extensive industry experience to help clients navigate the complexities of the financial services landscape, optimize the investment management lifecycle, and achieve their business goals. asset management, wealth management, capital markets, banking, technology, consulting services, fintech, digital, financial services, strategy, and leadership

223 similar entities Type: SMB Activities: constructiontech fintech it services Technologies: Cybersecurity

A wealth advisory firm serving individuals, families and corporations. Our vision is to be the best wealth management company in the minds of our clients and centers of influence. Our mission is to help our clients identify true wealth in their lives, be the catalyst to plug all of the holes in their wealth planning, and provide a level of service that exceeds expectations. Serving as your Personal CFO, we help you set and implement clear goals aligned with your needs, values and objectives. Securities offered through LPL Financial, Member SiPC, www.sipc.org. Investment advice offered through WCG Wealth Advisors, LLC, …

34 similar entities Type: SMB Activities: fintech silvertech Technologies: Cybersecurity

We Guide CPA Firms to Sustainable Success and Future Readiness Boomer Consulting, Inc. provides consulting services to hundreds of the highest performing CPA firms. Our unique and powerful solutions target five areas critical to a firm's success: Leadership, Talent, Technology, Process and Growth. Learn how our services within these areas can help your firm minimize dangers, capture opportunities and optimize strengths. consulting, management, training, Speaking, Communities, and Accounting

223 similar entities Type: SMB Activities: fintech Technologies: Decarbonization

Strategic Knowledge & Advisory partner for Life Event Planning, Pension and Wft services. Your strategic knowledge & consulting partner. Specialized in Life Event Planning & Taxation, Pension, Collective Pension and Wft services. Akkermans & Partners has been a knowledge & advisory partner for Accountants, Tax Advisors, Pension Advisors, Wft Advisors, Financial Planners, Insurers, Banks, Industry and Professional Organizations. Providing services from our Memberships, with our reputation dimensions as a solid basis. Trendsetting, Innovative, Extraversion, Empathy, Care, Innovative and Professionalism. Pension, Corporate Pensions, Software, Secondment, Training, Financial Planning, Wft Advice, and Memberships

17 similar entities Type: SMB Activities: fintech Technologies: SaaS

Helping fintech, payments, ecommerce and cryptocurrency businesses to grow and prosper Minerva is an expert and agile management consultancy that helps fintech, payments, ecommerce and cryptocurrency businesses to grow and prosper. www.minervapartnership.eu We offer our clients a broader view founded on experience, expertise and strategic know-how. We don’t deliver off-the-shelf solutions: we have experience and judgement, and we are good listeners. Our consultancy focuses on six key areas of activity: ▪ Strategic Planning ▪ Organisational Development ▪ Risk & Regulatory Compliance ▪ International Card Payments ▪ Visa & MasterCard Audits and On-site Reviews (Approved vendor for Visa's GARS program) ▪ …

112 similar entities Type: SMB Activities: fintech consulting insurtech Technologies: Blockchain/Cryptocurrency

Since 2008, we have been committed to offering clients a fresh approach to wealth management, with a service that is as individual as they are. By drawing together in-depth knowledge and experience from across the industry, we provide a flexible, bespoke service adapted to each of our clients’ needs. Our rigorous investment process means that we do not invest in anything we do not believe in. We do not manufacture and sell in-house products and we do not have product sales targets. Our advice is aligned to nobody’s interests but those of our clients. Our areas of expertise cover portfolio …

40 similar entities Type: SMB Activities: fintech

IRTH Communications provides Financial Communications, Investor Relations Management (IRM), Investor Marketing Services, Strategic and Capital Formation Consulting to our clients. We are an Organization with Vision and Experience - Focused on Delivery. At IRTH our senior markets team has roughly 100 years of cumulative experience in communications, capital markets and corporate management. We assist entrepreneurs, corporate executives and investors to realize their visions and achieve their goals by delivering effective communications and investor relations services. These services have proven to help create and maintain solid relationships with a corporation’s investor base, resulting in strong valuations in the marketplace and the …

135 similar entities Type: Startup Activities: fintech

Smart Money for Smart Companies INVESTSUD SUSTAINABLE SUBSONABLE GROWTH AND INNOVATION OF SMES BY PROVIVING EQUITY AND EXPERTISE. Helping Walloon entrepreneurs every day to take up new challenges, guide them in an environment constantly changing, share the risks of financing their initiatives, this is the mission - and ambition! - Investsud. Investigs, it's: - an entrepreneurial sensitivity which draws its roots from a mixed shareholding, in particular made up of family businesses; - 40 years of existence, more than 500 interventions in more than 300 partner companies, a stable and experienced team; - An SME on a human scale, located …

100 similar entities Type: SMB Activities: fintech Technologies: IoT

A fresh take on risk and valuation Finalyse is a Europe-wide leading consultancy founded in 1988. We are here for you when it comes to incorporating changes and innovations in valuation, risk management and regulatory compliance. Empowering you to make good decisions and ensuring you can focus on your core business. Bringing a unique mix of financial and technological skills, we offer a fresh perspective, unbiased analyses and modern answers to all your questions. Our distinctive blend of expertise, pragmatism, team spirit and fairness has already contributed to more than 30 years of successful projects and trustful relationships. structured products …

283 similar entities Type: SMB Activities: fintech Technologies: Cybersecurity

We support our customers to live a self -determined life with financial confidence. The essential cornerstones of the forward -looking business model of Swiss Life Select form the holistic care approach, standardized advice and the open product architecture. So we offer our customers Financial Planning at the highest level. Insurance, retirement provision, assetaubau, financing, financial service, investment, company pension scheme, real estate, transfer of assets, pension, and taxes

52 similar entities Type: SMB Activities: fintech Technologies: Cybersecurity

Wealth management firm that helps individuals and business achieve their financial goals. We deliver highly personal financial planning and investment management services to help you achieve your goals and to make your life simpler. Our advice is independent. We focus on our clients objectives while driving principles of advice that are objective. Asset Allocation, Financial Planning, Investment Management, Retirement Planning, and Risk Management

99 similar entities Type: SMB Activities: fintech Technologies: Cybersecurity

Delivering consumer insight to financial services firms. Certified B Corporation The Wisdom Council believes everyone deserves a secure financial future. We built careers in the world’s leading financial services companies before moving into consultancy. We deliver customer insight into your work. Our specialist team work right across the financial services value chain, embedding the voice of your customer, whether that’s a retail banker or an institutional investor. We partner with in-house insight teams, or act as stand-alone consultants to help you undertake qualitative and quantitative research. We run client councils and have our own, proprietary council - The Wise Society. …

97 similar entities Type: SMB Activities: fintech Technologies: Decarbonization

Empathy and intellect in equal measure. Working together to meet your objectives... Saltus is an independently owned financial planning and investment management company. We offer a complete solution to private clients and act as a trusted partner to a growing number of professional connections. Our objective is to preserve and grow wealth for our clients over time, irrespective of investing conditions, through risk based, multi-asset class investing. We achieve this through the experience of our investment management team and by using a very diverse range of investment funds and classes. Investment Management, Working with IFAs, Working with Solicitors, Financial Planning, …

42 similar entities Type: SMB Activities: fintech

Plan with confidence, enjoy life Eastern Planning, Inc. began in 1995 with a simple vision: provide superior customer service and personal, practical advice. In 2000, Beth Blecker took over as CEO of the company and grew the firm to its present scope, serving hundreds of clients nationwide. We believe very few advisors can match our knowledge and expertise in the areas of retirement planning and distribution strategies, particularly how best to integrate the compensation packages provided to corporate executives at the major firms in our area. Clients appreciate our emphasis on big-picture strategic planning. We don’t believe in a once-and-done …

21 similar entities Type: SMB Activities: fintech Technologies: Cybersecurity

Helping clients to build their businesses, protect and grow their wealth and preserve it for future generations #Partnership is how we work with clients. Taking the time to listen to and understand their goals, we build investment solutions based on each client's needs. #Independence enables us to always act in the best interests of our clients, to the benefit of investment performance. We resist the temptation of chasing short-term gains in favour of sustainable decision-making based on #long-term thinking. Centre to our culture is an #entrepreneurial spirit and a strong sense of #responsibility, towards both present and future generations, the …

76 similar entities Type: SMB Activities: fintech Technologies: Decarbonization

Invest. Online. Nothing else. We advise. You decide. That’s Clear Minds. With our high-quality online investment advisory service, we offer you the ideal solutions for making your personal investment decisions. You will receive an individual portfolio proposal as well as access to professorial research, recommended actions, risk management and our newsletter. Our founding team combines great international investment expertise with many years of experience with Swiss clients and their key investment needs.

94 similar entities Type: SMB Activities: fintech Technologies: Cybersecurity

Providing accounting and consulting knowledge for strategic financial decision-making. At Samet, we provide superior accounting and financial expertise in a responsive, respectful, and professional manner. We take pride in our work and are motivated to make every client interaction a valuable and satisfying one. Our solutions are based on unmatched industry experience, in-depth tax and regulatory knowledge, and an understanding of our clients’ unique challenges and requirements. Our clients include a distinguished list of public and private companies, not-for-profit organizations, and high net worth individuals. These are longstanding relationships, built on shared expectations, open communication, integrity, and trust. If you …

93 similar entities Type: SMB Activities: fintech legaltech Technologies: SaaS

Welcome to Partners& – specialists in business and private client insurance, employee benefits and risk management. Welcome to the next generation insurance advisory – specialists in business and private client insurance, employee wellbeing, engagement and benefits, and risk management. Advice that makes the difference | Shoulder to shoulder with you | Outcomes that shape your future. Partners& is authorised and regulated by the Financial Conduct Authority.

44 similar entities Type: SMB Activities: insurtech Technologies: Cybersecurity

Fixed income specialists. We are specialists in fixed income, headquartered in the City of London and now a boutique of the Swiss based Vontobel Group. Since our inception in 2008, we have built an enviable reputation for performance, expertise and innovation in our chosen sector. All of our people, resources and experience are dedicated to this one asset class, without any distractions. For professional investors only. Fixed Income, Asset Management, Absolute Return, Asset Backed Securities, Investment Management, and Total Return

140 similar entities Type: SMB Activities: fintech Technologies: Cybersecurity

At the intersection of wealth and worth is Net Worthwhile. What's yours? At SignatureFD, we believe people want to use their wealth to do something worthwhile – for themselves, those they love, and their community. Through integrated wealth management services, we help clients create a financial design for life that enables them to protect, grow, give and live their wealth – ultimately transforming their net worth into NET WORTHWHILETM. Our highly capable, collaborative, caring and coordinated team of investment, financial planning and tax experts are committed to proactively helping clients take control of their financial lives and achieve their goals. …

24 similar entities Type: SMB Activities: fintech Technologies: Cybersecurity

Streamlined Solutions for Financial Services A leading Irish FinTech company. Our experienced team specialises in the Global Funds industry, delivering tailored solutions to partners, streamlining service delivery and the automation of manual tasks for optimised efficiency. Our approach is simple, we work with clients to solve complex problems by recreating their world in ours. Our product and technical experts work in partnership with clients to meet their objectives and requirements. Our stakeholders are top tier financial institutions including JP Morgan, Archer IMS and Jupiter. For more details or to book a demo visit www.geckogovernance.io Fund Management, Compliance Task Management, Professional …

207 similar entities Type: SMB Activities: fintech Technologies: Blockchain/Cryptocurrency