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![]() | ![]() 💡The tailor-made investment, aligned with your projects 📚 Financial education at the heart of our content Nalo, plans for your money. We are an online platform that offers a new way of investing. At Nalo, it seems crazy to us that traditional financial services are also standard, as expensive and as opaque. For us, an investment must align with individual projects. Everyone has different aspirations for their money: a personal project, prepare their retirement, buy a house, or all of this at the same time. We offer investments by objectives, controlled by a sharp technology to reduce costs. But also … 53 similar entities Type: Startup Activities: fintech Technologies: IoT | 13 | 51 |
![]() | ![]() Expert AI for Financial Guidance Delivering expert AI for Financial Guidance to companies. Helping empower consumers through smarter financial decisions. Personal Finance, Customer engagement, Insurance, Retirement, Inheritance, Artificial Intelligence, and Software as a Service 67 similar entities Type: Startup Activities: fintech it services Technologies: A.I. IoT | 1 | 2 |
![]() | ![]() News, educazione finanziaria e idee d'investimento gratuite. Il tutto parlando la lingua del web. AdviseOnly helps you to manage your savings with simplicity, autonomy and transparency. From financial education to the control platform for your portfolios, we provide all the necessary instruments for your investments. An informed saver is a better saver! What can you do with AdviseOnly? • Choose an investment idea of our financial strategies team: pick up a goal, customize your portfolio to match your needs and start saving on your own • Check your investments, it’s simple and immediate: get the max of our free financial … 7 similar entities Type: Startup Activities: fintech Technologies: SaaS | 5 | 3 |
![]() | ![]() Making quality financial advice free, easy & accessible. Your financial advisor in your pocket. Rethink Money changes financial services by empowering you the consumer. A digital tool to research your needs, view your financial plan, then action any shortfalls by applying for the right policies at the most cost-effective price in the market. Our mission is simple; to make quality financial advice available to everyone, everywhere for free. Personal financial management, Financial software, Financial consultancy, Life insurance, Mortgage, Pension, Income protection, Investment, Mortgage protection, and Specified illness cover Type: Startup Activities: fintech it services Technologies: SaaS | 5 | 3 |
![]() | ![]() Fenergo develops leading SaaS financial technology solutions to improve client lifecycle management (CLM) and support regulatory compliance. We connect the world’s financial institutions with their customers to transform the overall experience and relationship. We help firms feel safe by continuously monitoring risks and ensuring regulatory compliance. By enabling operational efficiency and digital transformation, we drive value creation to solve the problems of today and anticipate those of tomorrow. Our technology enables financial institutions to transform the end-to client onboarding and lifecycle experience; continuously monitor risks and ensure regulatory compliance (across KYC, AML, ESG, Tax, SFTR, and Data Privacy frameworks); and … 223 similar entities Type: Startup Activities: fintech Technologies: Data Analytics | 30 | 659 |
![]() | ![]() Free analysis of financial products As wealth management advisor, Cleery is also the first online personal finance information site. Access clear and transparent information and request our experts to obtain personalized support. Advice in wealth management, wealth management, personal finances, business manager, business treasury, structured products, and SCPI 22 similar entities Type: Startup Activities: fintech | 2 | 14 |
![]() | ![]() An ex Google DeepMind and JP Morgan team turbocharging investment research with AI Agents. Visit our website for more. We’re building AI agents that can read, analyse and integrate disparate sources of financial and market data. Built for the distinct demands of institutional investors, with accuracy, reliability and privacy at its core. We’re founded by Sid Jayakumar and backed by Hoxton Ventures, Aidan Gomez, Ivan Zhang, Luke de Oliveira, Panos Papadopolous, Alex Lorenz, Michele Attisani, Keith Grose, Dorothy Chou, Mili Sanwalka, Laura Modiano and Jacob Menick. We’re grateful for the support many others have provided along the way. If you’re … 22 similar entities Type: Startup Activities: it services fintech Technologies: A.I. | 7 | 14 |
![]() | ![]() Avec Bruno, aidez vos salariés à couvrir leurs dépenses entre les jours de paie et offrez-leur un avantage dont ils ont We are building a new way to interact with money. Financial products were initially designed to make our daily lives easier, to support our long-term plans and help us face unexpected emergencies. Building Bruno, we want to empower each individual with the knowledge and tools to manage their financial life. We are looking for talented people with ambition who are ready to challenge the way people traditionally think about their daily financial life > https://bruno.welcomekit.co/ artificial intelligence, banking, fintech, … 60 similar entities Type: Startup Activities: fintech Technologies: A.I. | 9 | 19 |
![]() | ![]() Your Personal Finance AI. Your Personal Finance AI to save you from making future financial mistakes. Fintech, Personal Finance, Analytics, Forecasting, Money Management, Financial Planning, and Edtech 118 similar entities Type: Startup Activities: fintech Technologies: Data Analytics A.I. A.I. - Machine Learning | 1 | 4 |
![]() | ![]() We help you save and invest without having to move your bank's money, we just charge if we make you make money. We offer financial advice through a website/app. Our algorithm allows us to select the best customary investment products. We think that everyone should have a financial advisor to advise you about their savings and investments. From our website/app we are able to make savings and investment plans of each client regardless of the bank in which each client has their money. We offer these services in most Spanish commercial banks, so that they do not have to move … 18 similar entities Type: Startup Activities: fintech entrepreneurship | 6 | 7 |
![]() | ![]() Arboel offers automated investment solutions to help fund managers improve their returns. Arboel is a fintech company whose mission is to help fund managers improve their returns through automated investment solutions. We believe technology plays a crucial role in portfolio management and financial decision-making. Our trading algorithms are developed using the latest advances in artificial intelligence and machine learning. They are designed to analyze market data, identify trends, and investment opportunities. At Arboel, we take pride in delivering innovative and customized solutions to our clients. We work closely with them to understand their needs and provide tailored solutions that meet … 111 similar entities Type: Startup Activities: fintech Technologies: Data Analytics A.I. - Machine Learning A.I. | 2 | 1 |
![]() | ![]() Experian is a global data and technology company, powering opportunities for people and businesses around the world. We help to redefine lending practices, uncover and prevent fraud, simplify healthcare, deliver digital marketing solutions, and gain deeper insights into the automotive market, all using our unique combination of data, analytics and software. We also assist millions of people to realise their financial goals and help them to save time and money. We operate across a range of markets, from financial services to healthcare, automotive, agribusiness, insurance, and many more industry segments. We invest in talented people and new advanced technologies to … 125 similar entities Type: Startup Activities: fintech Technologies: A.I. A.I. - Machine Learning | 2 | 276 |
![]() | ![]() Información, análisis y herramientas para invertir mejor Connect your finances. Invest better. Finect combines the advantages of a social network specializing in finance and the best technological tools to help with your investment decisions. In Finect we want to help people achieve their dreams and life goals, making easier to control their finances and investments. We thought that the connection between the collective intelligence of the social network and the best technological tools provides a unique and essential to make better decisions to financial challenges ahead for society helps. Financial Services, Investment, finanzas, ahorro, finanzas personales, inversión, fondos de inversión, … 79 similar entities Type: Startup Activities: fintech Technologies: Data Analytics | 18 | 45 |
![]() | ![]() 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 | 0 | 123 |
![]() | ![]() We develop customer-centered advisory software for credit institutions and insurance companies. In financial advice, customers and consultants will work together digitally in any sales channel. We develop the software for it. You can find our products in many banks and savings banks. Imprint: https://www.moneymets.com/impressum Digital financial management, FinTech, Insurtech, Robo Advisor, digital asset management, investment funds, Robo Advisory, Robo Advisor Insurance, Robo Advisor Professional investment strategies, and financial technology 70 similar entities Type: Startup Activities: fintech insurtech Technologies: SaaS | 4 | 16 |
![]() | ![]() Money advice, news and reviews from a name you trust. Navigating your financial decisions starts here. Forbes Advisor is a global platform dedicated to helping consumers make the best financial choices for their individual lives. We support your pursuit of success by making smart financial decisions simple, to help you get back to doing the things you care about most. We do this by helping turn your aspirations into reality. By arming you with trusted advice and guidance, you can make informed financial decisions you feel confident in and achieve your financial goals. Visit Forbes Advisor for unbiased personal finance … 23 similar entities Type: SMB Activities: fintech Technologies: IoT | 3 | 680 |
![]() | ![]() Performance made possible. Infront is a leading European fintech in the wealth management and trading spaces. Our 3500 customers use our solutions and reliable, real-time data to gather information, build knowledge, and derive insight about market direction and investment opportunities to deliver better results for their clients. We give wealth managers and traders the confidence and control they need to make smarter decisions faster. real-time, financial information, news, trading terminal, Infront, market data, analytics, Regulatory solutions, Portfolio management, and fintech 200 similar entities Type: SMB Activities: fintech Technologies: Data Analytics | 2 | 316 |
![]() | ![]() New solutions are needed for managing personal data and personal wealth - We explore & build them. We believe that the successful company of the future will have access to customer data, the ability to analyse it and use it for intuitive applications. We at SWISS FIN LAB can help you with exactly that. We are really good at investments, managing and analysing data and making beautiful and intuitive applications. Investment advice, Goal-based asset allocation, Asset Allocation, Financial planning tools, API, RegTech, data protection, EU GDPR, and data analytics & machine learning 128 similar entities Type: Startup Activities: it services regtech privacytech Technologies: Data Analytics A.I. A.I. - Machine Learning | 2 | 4 |
![]() | ![]() We make banking relevant. Contovista provides Finance Management and Data Analytics solutions that help banks leverage customer transaction data to create relevant and personalised digital banking experiences for their customers. Our mission is to help people understand their financial lives in order to make better financial decisions. Financial Data Analytics, Personal Finance Management, Business Intelligence for Banks, Machine Learning, Data Enrichment, Business Finance Management, Data Driven Banking, Carbon Footprint Manager, and AI 138 similar entities Type: Startup Activities: it services Technologies: Data Analytics A.I. A.I. - Machine Learning | 9 | 26 |
![]() | ![]() The future of finance for business We are the architects of a progressive new world of business finance. Transforming the long-held conventions of the industry, and responding to rapid changes in technology. We support entrepreneurs, private businesses, funders and investors – to realise vast new landscapes of opportunity. By building a world that is more nimble, responsive and sustainable – enhancing relationships, efficiencies and reward. We’re making it our mission to solve some of the world’s biggest lending challenges. For banks. For insurers. And for business owners. Leading the way to a better future for business credit by creating products … 245 similar entities Type: Startup Activities: fintech Technologies: Data Analytics | 19 | 58 |
![]() | ![]() Fisdom is a one-stop destination for all your financial needs. Stock Investing | Mutual Funds | Insurance | Tax Filing Fisdom is an extremely simple app to make smart investments. We at Fisdom have one goal in mind: Make your money work for you. That’s why we’re blending cutting edge technology with personalized financial advice. We believe technology can change the investment advisory industry by making it more accessible, understandable and quick. And we believe our proposition can change the nature of investment advice, making it completely transparent, objective, secure and personal. We want to make your money work for … 43 similar entities Type: Startup Activities: fintech silvertech Technologies: IoT | 4 | 345 |
![]() | ![]() Smart Risk as a Service Raise Partner delivers digital solutions to the Wealth and Asset Management Industries. We provide analytics and portfolio construction tools to support investment decisions. We equip advisors, private bankers and sales teams with interactive web apps to help them build proactive, personalized and transparent investment proposals for their clients. Wealth Managers We equip private banks with interactive and scalable web applications to support high-end high-touch advisory, from suitability monitoring to personalized portfolio construction. We help them scale their ability to provide personalized services to their UHNW to mass-affluent clients. Asset Managers We support sales teams and … 76 similar entities Type: SMB Activities: fintech Technologies: Data Analytics | 11 | 28 |
![]() | ![]() PARAMETERINSIGHTS IS WHERE FINANCIAL SERVICES LEADERS GET CONSUMER DATA AND INSIGHTS FOR WINNING CHOICES AND EXECUTION. We know Consumers. We know Financial Services. We know Digital. We help you grow and win. We provide data, analytics, research products and advice that help willing innovators navigate the rapidly changing financial services landscape. Our experienced team of consultants, data scientists, marketers and product experts partner with financial services leaders to make winning digital strategy, growth, and analytics choices - affordably, quickly and optimally. “The way ParameterInsights are unpacking consumer variables within the Wealth Management context is leading” — Randy Bullard, Global Head … 89 similar entities Type: Startup Activities: fintech constructiontech uxtech martech Technologies: Data Analytics | 5 | 3 |
![]() | ![]() Simply build performant investment plans with ETFs Easyvest is a fast-growing online financial advisor that helps all investors grow their hard-earned money in a smart, simple, personalized, low-cost, and educative way, in prevision of their pension or during their pension. Easyvest combines the power of technology with the conviviality of a certified financial advisor. Our intuitive platform allows you to digitally open an account within 15 mins and manage your online account wherever you are. Our human financial advisors assist you at any time. We offer our solutions at the lowest price with no compromise on the quality of our … 26 similar entities Type: Startup Activities: fintech insurtech Technologies: Robotics | 12 | 18 |
![]() | ![]() We help small business owners confidently shop, compare, and understand the financial solutions they need to succeed. Fundera is a marketplace for small business financial solutions. We provide expert insights and tailored options—from loans to credit cards to bank accounts—so business owners can shop and compare financial choices they often don’t know they have. We partner throughout every stage of their business, helping them weigh the best-fit financial options based on their current needs and eligibility. Our combination of technology and financial expertise ensures business owners make their smartest business decisions yet. Small Business Finance and Online Lending 84 similar entities Type: Startup Activities: fintech Technologies: NFC | 4 | 57 |
![]() | ![]() We are a team of expert research analysts, striving to help you find the best financial products Under AMTD Group and AMTD Digital, AMTD PolicyPal Group is a leading Singapore-based Fintech and InsurTech company. AMTD PolicyPal Group consists of: PolicyPal Pte. Ltd., Baoxianbaobao Pte. Ltd., PolicyPal Tech Pte. Ltd., and ValueChampion. Fintech and Insurtech is about leveraging technology, data, partnerships and lifestyle to empower users in their financial health. Here, we aim to change the mindset about finance. We make finance fun and convenient for everyone by: building a user friendly platform. This platform allows management of your financial portfolio, … 38 similar entities Type: Startup Activities: insurtech fintech Technologies: SaaS | 10 | 5 |
![]() | ![]() All-in-one personalisation engine for financial services Moneythor provides a best-in-class system of engagement for financial services. Powered by real-time data analytics and behavioural science, the Moneythor Solution delivers un-matched, data-driven and personalised experiences to customers across all digital banking channels. Examples of these include money management nudges, budgets, savings goals, predictive forecasts, financial literacy material, relevant offers, loyalty programs and more. The solution comes as an easy-to-implement software platform delivered as APIs enabling banks and fintech firms to offer improved functionality and experience to their retail & business customers through their digital banking services. Moneythor drives measurable business results for … 38 similar entities Type: Startup Activities: fintech it services Technologies: Data Analytics | 20 | 31 |
![]() | ![]() We’re on a mission to make financial health effortless for everyone. In 2015, we launched the first truly personalized and automated savings app that has helped members save over $7 billion towards their financial goals to date. Today, we fully automate the day-to-day work of managing all personal finances including banking, saving, budgeting, investing, and retirement. Digit gives members the power of an all-in-one financial app that helps them effortlessly manage their money based on their individual financial situation and goals, alongside financial best practices. Our goal is to help members stress less about their money day-to-day while helping them … 7 similar entities Type: Startup Activities: fintech Technologies: A.I. - Machine Learning A.I. | 6 | 85 |
![]() | ![]() 🔵 Here you will find all economic news and how it directly affects your personal finances. We help millions of people better manage their money. We are one of the main financial products comparators in Spain. We started in 2010 comparing mortgages and, little by little, we have become much more than that. Today you can use HelpmyCash to understand, compare and choose financial products and services that we all use, such as accounts, cards, deposits, loans and even real estate agencies. We simplify the financial news so that each person knows the impact it can have in their pocket. … 23 similar entities Type: Startup Activities: fintech Technologies: NFC | 4 | 14 |
![]() | ![]() Financial Technology Enabling Financial Wellbeing! The Fin Lit Project is on a mission to make finance accessible, engaging, and actionable for everyone. As a comprehensive financial education and investment platform, we empower individuals and organizations alike to navigate personal finance with confidence and insight. Our platform combines expert-driven content with cutting-edge technology, offering a range of tools and resources designed to help users make informed financial decisions. Among our offerings are two powerful AI-driven tools that simplify and enhance financial investments, with one tool specifically focused on mutual funds. We also provide Financial Education as a Service (FEaaS) via open … 29 similar entities Type: Startup Activities: fintech Technologies: SaaS | 6 | 5 |
![]() | ![]() Open Business Data for all, for good. We equip lenders and financial advisors with real-time data and insights to reinvent financial advice and lending to SMEs. business lending, SaaS, risk management, data, open data, open finance, and small business 237 similar entities Type: Startup Activities: fintech Technologies: Data Analytics | 2 | 8 |
![]() | ![]() We are a pioneering data aggregation and scoring technology company, delivering financial intelligence solutions. We are a pioneering data aggregation and scoring technology company, specializing in delivering financial intelligence solutions. Our expertise lies in harnessing the power of data to drive financial growth and innovation. We are passionate about using our technology to democratize access to financial opportunities. By providing intelligent, data-driven solutions, we empower small businesses and consumers to reach their financial goals. Join us on our journey as we continue to innovate and redefine the financial landscape. Together, we can unlock a world of financial opportunities. Visualisations, Behaviour … 191 similar entities Type: Startup Activities: fintech Technologies: A.I. A.I. - Machine Learning Data Analytics | 2 | 19 |
![]() | ![]() The Future of Advice is Human. Strengthen relationships and revenue with Responsive. For wealth, banking and insurance. Responsive is a hybrid wealth advisor solution for banks and private managers. Our difference is behavioral insights that enable advisors to identify and act on client opportunities and risks. Our promise is to grow client wealth and loyalty by capturing “moments that matter”. Wealth Management, Investment Manager, Robo-Advisor, Artificial Intelligence, B2B, wealthtech, business intelligence, and automation 70 similar entities Type: Startup Activities: fintech Technologies: A.I. A.I. - Natural Language Processing | 12 | 7 |
![]() | ![]() Personal finance for entrepreneurs. Like a boutique family services firm, but without the $50M net worth qualifier. We help entrepreneurs and business owners keep more of their money and increase monthly cash flow without having to work harder, take on more risk, or hire a single new employee. Built by entrepreneurs, for entrepreneurs, we understand the specific needs of self-employed entrepreneurs, small business owners, sole proprietors, professional service providers and freelancers. Unlike traditional financial plans that focus exclusively on retirement planning, we teach you money-management techniques that require no painful budgeting, yet frees up your monthly cash flow immediately. These … 36 similar entities Type: Startup Activities: fintech Technologies: Decarbonization | 23 | 25 |
![]() | ![]() Path to the Financial Health Could a fintech company be built that helps people today, and prepares them for tomorrow? One that offers consumers high quality, mobile-first credit and savings products and protects them from tricks and traps? That’s LendUp. LendUp's mission is to provide anyone with a better path to financial health. We are a data-driven company and build all of our technology in-house. With a firm belief that you're more than your credit score, we're extending credit as aggressively as possible and helping solve for the income volatility and financial instability that affects more than 140 million Americans. … 100 similar entities Type: Startup Activities: fintech insurtech Technologies: Data Analytics | 12 | 17 |
![]() | ![]() "Your Finance lights up" ARGAFIN, your financial support. We are a consulting firm that provides financial management services for both small and large companies. Created in 2015, it is in full expansion and currently employs 40 people. Thanks to our expertise in the field of financial advice and the complementarity of our team members, we assist our clients with a constant goal of quality and integrity. Our approach is pragmatic and flexible. We support CEOs in the development of their companies. We offer support services: - For development or reorganization - For the optimization of financial processes - For the … 175 similar entities Type: SMB Activities: fintech Technologies: Data Analytics | 3 | 40 |
![]() | ![]() We lead the future of transactional data analysis In Coinscrap Finance we work to be the Financial Health Artificial Intelligence Platform using transactional data and behavioral economy. We help banks and insurers to understand the financial situation of its customers and sell the product that best suits, a Win Win for both financial entities and their retail customers. Fintech, Robo-Advisor, Personal Finance Manager, Personal Finance Management, Investment Management, Incom Saving, Behavioral Economics, personal advisor, savings, pension plan, investment funds, behavioral economy, and insurtech 312 similar entities Tags: H2020 Type: Startup Activities: fintech Technologies: A.I. Data Analytics | 8 | 32 |
![]() | ![]() Wealth Simplified. Get your personal WealthTech Radar Copy: https://www.fincite.de/en/wealthtech-radar-2024 fincite is a WealthTech Software Provider and one of Germany's fastest-growing companies (awarded by Gründerszene, Focus, WealthTech100, CIO). In a world where "human financial advice" gets more expensive by the day, Fincite empowers financial institutions to provide digital investment services to their clients. All, seamlessly integrated into their current processes, channels, and architectures via one software. More than 10 major financial service providers co-create solutions based on our software. Together, we improve how the world saves, retires, and invests. Providing superior benefits to our customer's clients, we help our customers to … 71 similar entities Type: Startup Activities: fintech it services Technologies: SaaS | 29 | 44 |
![]() | ![]() Anything + Everything QuickBooks Out of the Box is your most trusted choice for QuickBooks accounting services. With over 30 years of experience and a proven track record of serving more than 50,000 satisfied clients, we offer a comprehensive outsourcing solution. Our QuickBooks accounting services provide you with accurate financials and complete peace of mind. We offer one-on-one expert support, powerful financial reporting, and real-time insights at your fingertips. At Out of the Box Technology, we go beyond numbers. We're here to simplify your financial life, so you can focus on what matters most. Our mission is to empower entrepreneurs … 35 similar entities Type: SMB Activities: fintech Technologies: Data Analytics | 6 | 81 |
![]() | ![]() Now part of With Intelligence. Providing data, intelligence and connections to the asset management industry. Eurekahedge is now part of With Intelligence. We’re a leading provider of data, intelligence and connections to the global asset management industry. Our investment intelligence supports allocating decisions, fund-raising and business development. Our global team includes data scientists, analysts, reporters and journalists, technologists, developers and industry experts – all obsessed with revealing the bigger picture on the asset management industry. From our beginnings in 1998 as a traditional B2B publisher, our integrated product portfolio of data, insight and events has grown to cover hedge funds, … 76 similar entities Type: SMB Activities: fintech Technologies: Data Analytics | 5 | 34 |
![]() | ![]() We’re building next-generation financial services technologies to empower emerging market entrepreneurs. JUMO is a financial technology company that partners with banks, MNOs and other e-commerce players to deliver progressive financial choices to customers in emerging markets across Africa and Asia. At JUMO we connect people to opportunities. Two billion people worldwide have limited access to formal financial services such as borrowing and saving. We’ve built a large-scale, multi-sided technology platform and designed progressive financial choices to reach them. We use their digital footprint to create a financial identity using only behavioural data. Our customers are in emerging markets across Africa … 73 similar entities Type: Startup Activities: fintech it services Technologies: A.I. A.I. - Machine Learning | 14 | 261 |
![]() | ![]() The leading investment monitoring & advisory boutique for fiduciaries, family offices & charities around the world. Navigating today’s fast changing financial world demands agility and independent thinking. Enhance is a partner that adds value through independence, expertise and technology. As the leading investment monitoring and advisory boutique for fiduciaries, family offices and charities around the world, we’re dedicated to protecting and growing wealth. Our proprietary Fintech platform Mosaic provides a quantitative, auditable and automated foundation for our Monitoring, Portfolio and Consultancy services. Mosaic is the intelligent investment hub that enables our talented team to manage individual client requirements. With over … 67 similar entities Type: SMB Activities: fintech Technologies: SaaS | 4 | 28 |
![]() | ![]() The World's First AI Financial Advisor Pefin is the world's first AI financial advisor. We make it easier than ever to secure a happy financial future. Our platform uses proprietary artificial intelligence technology to help you make the most important financial decisions effortlessly and confidently. We provide personalized, actionable planning and investment strategies that automatically adapt and grow with you as your life and the world around you changes. Pefin was founded in 2011 and is headquartered in New York. For more information, please visit http://www.pefin.com. Follow us on Facebook, Twitter and Instagram too. Banking/Financial Services, Consumer Finance, and Startup 41 similar entities Type: Startup Activities: fintech Technologies: A.I. | 0 | 9 |
![]() | ![]() Transform banking experiences with AI We enable financial institutions to drive engagement and growth with highly personalized and well-executed digital platform solutions. Our mission is to enhance digital engagement through Artificial Intelligence, delivering seamless experiences in mortgage renewals, auto finance, wealth management, and digital banking. We turn data into tailored insights that can resonate with all customer demographics. In short, we give our clients the power to prosper. Financial Services, AI, and Digital Banking 136 similar entities Type: SMB Activities: fintech Technologies: SaaS | 21 | 69 |
![]() | ![]() Super Power Your Money! Our mission is to help Americans achieve their financial goals. Millions of people rely on our financial tools and resources to make better financial decisions. We’ve built the most comprehensive financial services comparison site available, and we’re just beginning. Personal Finance Advice, Lead Generation, Online Marketing, Mortgage Rates Expertise, Debt Relief Solutions, and Reverse Mortgage Information 2 similar entities Type: Startup Activities: martech | 3 | 37 |
![]() | ![]() Wealth Manager. Earning Trust, Creating Plans, Delivering Results. #SequoiaFin At Sequoia Financial Group, our financial advisors offer comprehensive wealth management services including: financial planning, asset management, estate planning, fiduciary consulting, executive compensation planning, and family wealth services. More importantly, we offer a way for you as an individual or business owner to take control of your financial future. We work side-by-side with you to create and work towards your financial goals, objectives, and dreams. We relentlessly strive to be your most trusted advisor. We are passionate about providing the highest level of technical expertise within a friendly, down-to-earth and compassionate … 87 similar entities Type: SMB Activities: fintech | 5 | 276 |
![]() | ![]() Education on financial topics. Knowledge that helps you make sustainable financial decisions and feel safe for the future. Financial education and sales company. + Financial Literacy: Seminars and Personal Consultations. + Prolonged accumulation products. + Money accumulation and recruitment strategies. Our story We founded M Capital in 2009, when the world was shaken by the economic crisis, people faced major financial challenges, pressed on loans and worked in reduced income. The most important lesson we understood at the time is that there is too little talk of financial literacy in society and there is no personal finance education to help … 31 similar entities Type: Startup Activities: fintech Technologies: Decarbonization | 0 | 113 |
![]() | ![]() 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 | 9 | 79 |