Award-winning company providing advice on wealth management and employee benefits to individuals and companies. We provide specialist, holistic, independent advice on wealth management, employee benefits and financial planning for businesses and individuals. Working in partnership with HR teams across all sectors and company sizes, from multi-national corporations to small businesses, we design and implement bespoke employee benefits programmes. Our integrated services provide clients with holistic services that benefit all levels of an organisation. We are passionate about the service we provide and are very proud of the long-term relationships we build with our clients. Taking pride in our independence, we …

65 similar entities Type: SMB Activities: fintech

Your future secured We provide a specialist service focused on the needs of people rapidly approaching the transition to retirement and those who are already retired. We are one of a handful of companies to have attained Accredited Financial Planning FirmTM status, the gold standard in financial planning. Let us take care of every aspect of your finances, freeing up your time so you can relax and realise the possibilities that excite you most at this time in life. We know that trust is earned and we’ll work with you to build a long term relationship that’s based on clear, …

9 similar entities Type: Startup Activities: fintech

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

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

We help make complex retirement plans simple. We wanted to share a quick update: This company page will no longer be actively monitored, but rest assured, our mission and work continue with the same energy and purpose. For future updates, news, and insights, please follow or connect with our team members directly: • Alex Assaley • Jim Keenehan Thank you for staying connected and being part of our community. Who We Are The expert advocates for mid- and large-sized organizations looking for a better way to manage the complex challenges posed by their employer-sponsored retirement plans. We can help make …

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

We partner with employers to offer benefits that help employees around the world become financially healthier & happier Founded in 2015, our mission is at the forefront of everything we do: to help millions of employees worldwide become financially healthier and happier. We partner with leading employers across the UK to help their people take control of their finances, which can help improve their health, happiness, and work and home life. We do this by providing access to the most comprehensive suite of responsible financial wellbeing benefits available to employees. Learn more at salaryfinance.com Employee Benefits, Financial Health, Alternative Lending, …

Type: Startup Activities: fintech Technologies: SaaS

Here at Trevor Downing we want to help you achieve your unique financial goals and help you plan for your future. GUIDING YOU WITH EXPERT FINANCIAL ADVICE Through the provision of highly specialised financial guidance, we will help you make money, save money and plan for your future and the future of your family.Our aim is to work with yout o first fully understand your present financial position before putting forward our proposals to help you achieve your unique financial goals. Financial Guidance, Pensions, Protection, Investment Solutions, Estate Planning, Independant Financial Advice, Mortgages, Private Medical Insurance, Investment Solutions, Financial Planning, …

25 similar entities Type: SMB Activities: fintech

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

Financial Planning and Wealth Management, A Sanctuary from the Noise (R) At Moisand Fitzgerald Tamayo, LLC , we are more than just financial advisors—we are your dedicated partners in achieving financial security and long-term success. Our firm is built on six key differentiators that set us apart from other advisors: 1. Fiduciary Duty We are fiduciaries, which means we are legally obligated to act in your best interest in every aspect of our relationship. Unlike other firms that may "switch hats" to sell products under a lower standard, we are committed to eliminating conflicts of interest, ensuring that our loyalty …

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

Accounting. Wealth Management. Business Advice. Superannuation. Lending EFS is your dedicated partner on the path to financial success, offering comprehensive services in accounting and tax, wealth management, business advisory, superannuation, and lending. Our team of industry leading professionals specialise in helping businesses and their families achieve their financial and lifestyle goals. We are driven to create quality outcomes and empower financial freedom for our clients. The depth of our experience and expertise can help you create, grow and protect your success. EFS is your dedicated partner on the path to financial success, offering comprehensive services in accounting and tax, wealth …

62 similar entities Type: SMB Activities: fintech

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

"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

Fee-only Fiduciaries. Independent. Transparent. Investment Managers, Financial Planners, and Retirement Plan Management. We are a fee-only financial planning firm committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with high quality information, services and advice to help you reach your goals. Financial Planning and Retirement Planning

24 similar entities Type: SMB Activities: fintech silvertech

Your employees financial wellbeing partner. Welcome to FunniFin, your partner in financial well-being transformation! As a leading Benefit Corporation in the financial wellness sector, we're committed to revolutionizing how individuals and employees manage their money. Through cutting-edge technology and a user-centric approach, we provide advanced solutions to help achieve long-term economic security and success. Our innovative platform seamlessly integrates AI-driven tools, personalized coaching sessions, and engaging educational programs to offer comprehensive support across all aspects of financial life. With a dedicated team of passionate professionals, we're on a mission to promote equitable access to financial resources and drive positive change …

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

Independent financial advice in Guildford & the South East. Financial planning to help you succeed, whoever you are. Chapters Financial is an independent financial adviser (IFA) / planner, with over 18 years of experience in the sector. Our team is on hand to support you in making the right financial decisions to align with your goals for your future and into your retirement. Financial planning is about why you are motivated to create your life story and what you want to achieve on the way in each chapter. Established in 2004, we are Chartered Financial Planners and Independent Financial Advisers …

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

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

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

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

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