100% independent structure, we offer investment solutions dedicated to wealth management advisers, management companies, and private banks. We were, on the one hand, as an independent analysis office in asset allocation (UCITS + titles), behavioral analysis and graphic analysis. We support our customers in the choice of the investment universe, in the definition of the risk profile, as well as the justification of arbitrations. On the other hand, we act as an OPCVM rating agency on more than 600 funds listed in the largest life insurance contracts, relying on a owner Cros Investing model integrating behavioral analysis and "money management". …

84 similar entities Type: SMB Activities: fintech legaltech Technologies: Cybersecurity

The leading publication dedicated to the APAC's asset management industry AsianInvestor is the region’s best source for exclusive insights into asset owner investment activities and operations management. Via our website, live events, and specialist research platforms we provide the investment management universe with access to the most up-to-date market developments. Asset management, Mutual funds, Alternative investments, Securities services, Pension reform, Risk management, Institutional investment trends and regulations, ESG, Sustainability, Portfolio management, Investment, and Money

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

NS Consulting Patrimoine et Finance is a center specializing in investments Advice in creation, management, optimization and transmission of private and professional heritage. Created in 2008 by Nebojsa Sreckovic, NS Conseil Patrimoine et Finance has known since regular growth at a sustained pace with the creation of CREDIATM in 2012 and the resumption of Franconsseil in 2013. Values ​​and missions The multiplicity and structural rotation of the various financial intermediaries, confront our customers most often with a stack of products without real heritage coherence, thus depriving you of any constructive relationship over time. The strength of our company is that …

62 similar entities Type: Startup Activities: fintech proptech legaltech

Long-standing partners, LB & AMP; AF and Calao Finance have merged on September 1, 2024, under the ACER Finance Ombrelle brand, to enrich their diversity and consolidate their historic know-how in terms of financial management, real estate and private equity. Acer Finance is an independent and entrepreneurial financial institution. We are an agile, creative and committed collective to listen to private, professional and institutional customers, for whom we build tailor -made investment solutions. Our know-how is based on the complementarity of our expertise in the fields of real estate, private equity and financial management. Our business model combines security, sustainability …

Type: Incubators & VCs Startup Activities: fintech Technologies: Cybersecurity

The wealth bank. The V-Bank is the first bank in Germany to concentrate V-Bank on the depot and account management as well as on securities processing for independent asset managers and selected customers such as Family Offices. Here we have become the market leader within a few years. With the concentration on services and services for independent asset managers, we rely on a growth market that is becoming increasingly popular in Germany. Slim structures and an efficient IT platform enable us to always be able to offer the best price-performance ratio on the market. You will not find your own …

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

An easy access for pro and qualified investors to alternative credit exposure and yield. Smart Lenders Asset Management SAS is a Paris-based asset manager authorised and regulated by the AMF, focused exclusively on marketplace lending. It has obtained the JEI status (Jeune Entreprise Innovante) in France, rewarding the strength of the R&D investment in the field of credit modelling. We are a data driven company who focuses on the prime segment of the credit curve, both in the United States and Europe, actively studying the new online marketplaces in order to find value and diversification. For a matter of clarification, …

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

Blueopes is a low-cost, automatized wealth management software provider, focused on Socially Responsible Investments. Blueopes (www.blueopes.com) is an automatized, white-label wealth management service for asset managers, using artificial intelligence to help them custom-tailor investment portfolios to their end-clients’ personal values, goals and risk profile on an individual stock level, while taking into account environmental, social and governance criteria (“ESG”) to deliver competitive financial returns (sustainable or socially responsible investing “SRI”). Asset managers can optimize their end-clients’ investment gains according to their individual investment goals and personal value preferences. We also enable asset management service providers to observe their end-clients’ actual …

18 similar entities Type: Startup Activities: fintech Technologies: A.I. A.I. - Machine Learning SaaS

Invertir con sensatez EDM is a leading independent wealth and asset management company founded in 1989 and with 3,094m Euros in assets under management as of December 31st 2016. EDM is fully controlled by members of the management team. Over the years we have developed a different management style, based on fundamental analysis and low rotation of portfolios, built on the basis of individual selection of the securities that they comprise. We offer wealth management services and a wide range of funds to a variety of private and institutional clients from our offices in Barcelona, Madrid, Mexico and Luxembourg. Our …

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

Payment & Open Banking Components to help you become Fintech Champion Payment Components is a B2B solution provider of Payments, Open Banking, and AI for the Financial Industry. Our range of products supports from high street banks to innovative FinTechs. We have componentized our solutions, offering an agile approach for those who need to manage the ever-changing financial industry environment. Successfully. Banking, Payments, Financial Messaging, SWIFT, SEPA, ISO 20022, Cash Management, open banking, PSD2 Compliance, ISO20022, CBPR+, TARGET2, API Management, Account Aggregaion, Multibanking, Payment Hub, embedded finance, CBPR+ , MEPS+, P27, FedNow, Artificial Intelligence, Machine Learning, LLM, and AI for …

294 similar entities Type: Startup Activities: fintech it services Technologies: SaaS

Crescat is a multi-disciplinary asset management firm. We aim to grow and protect wealth. www.crescat.net/disclosures Crescat Capital is a multi-disciplinary asset management firm, with strategies established in 1999 by Kevin Smith, CFA. We currently offer three hedge funds and two separately managed account strategies, with the goal to deliver significant alpha relative to their benchmarks. Through our proprietary value-driven equity and macro models, and activist strategies, we aim for industry-leading returns with low correlation to common benchmarks, ensuring resilience across complete business cycles. Our unique approach distinguishes us from traditional quant and value managers, positioning us for success in today's …

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

The leading digital investment banking platform for scale ups ReachX is an independent Financial platform developing its proprietary technology to accelerate projects and deals in the most cost-efficient way. Our headquarters are in London and we are regulated by the FCA. We work with more than 5,000 highly vetted independent advisors and offer Investment banking services to top institutions in the world including the top 50 PE firms, Private Debt firms, banks and growth companies Finance, Corporate Finance, Equity Research, ESG, Blockchain, FIntech, and AI

236 similar entities Type: Startup Activities: fintech Technologies: Blockchain/Cryptocurrency

Sell ​​your business with the best conditions Sale and transmission of SMEs Finkey specializes in MS M & AMP; A to prepare for the capital's reflections and operations of business leaders. Our services are for shareholders/managers of VSEs & amp; SMEs wishing to carry out a financial transaction (acquisition, transfer, fundraising). Our know-how consists in developing the capital strategy and structuring your operation according to your expectations, your heritage issues and your vision as an actionary/manager. Capital investors, financial engineering, LBO, OBO, Venture Capital, Investment funds, investment capital, investors, transfer, recovery, external transmission, restructuring, MBO, MBI, fundraising, industrial transfer, takeover, …

22 similar entities Type: Incubators & VCs Startup Activities: fintech

The Women and Men Bank too. The Bank of Savings and Credit Adopem, S.A. It is a financial institution aimed at promoting productive finances founded by ADOPEM NGOs in 2004 and that for more than 14 years has continued its growth attached to the regulations and norms established by the monetary authorities of the Dominican Republic. Since 2012 it is part of the BBVA Microfinance Foundation Entities; First operator by number of clients with individual methodology in Latin America. In 2017 it occupies the first position in the savings and credit banks sector, with a participation in the total assets …

9 similar entities Type: SMB Activities: fintech

Improve financial life At Northmill Bank, our mission is clear: Improve financial life. Founded in Sweden, we’re a tech-driven bank with a customer-first mindset, committed to simplifying the way individuals and businesses manage their finances. By combining innovation, data insights, and a passion for creating real value, we provide intuitive, personalised solutions that empower our customers to thrive. For consumers, we deliver tailored financial tools and products, from flexible credit options to seamless saving solutions, all designed to meet their unique needs. On the business side, we empower companies with comprehensive financial solutions, including small business credit lines, large financing …

183 similar entities Type: SMB Activities: fintech martech Technologies: Data Analytics

Explorers of new investment roads www.turgot-am.fr Turgot Asset Management manages a selective range of products invested in the main equity and bond markets on behalf of private and institutional customers. Our approach to financial management is available in different formats to be permanently as close as possible to the profile of our investor customers and the particular expectations that characterize them: Bond management, action management and thematic management through a range of pure funds; Multigestion with a tailor -made fund fund offer for Family Offices, Platforms or CGPI groups; Private management with management under a live mandate or through French …

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

CrescItalia is a fintech with a proprietary platform offering innovative financing solutions to SMEs We work with professional investors and asset managers who want to support the world of Italian SMEs. Through an independent advisory activity that designs and develops high value-added services and proposes alternative financial solutions to the traditional banking channel we enable investors to seize italian private debt market opportunities, in the short and medium term,. We take on the role of a facilitator in supporting the real economy through fintech solutions: a "hinge" between the world of SMEs and the world of alternative finance, creating contact …

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

Navigate the tokenized assets world We help institutions navigate the digital assets world by providing information on tokenized real world assets. We collaborate with tokenized asset issuers and platforms, offering free analysis of their solutions to strategically position their offerings for decision-makers. We are driving investor demand by equipping asset managers with comprehensive information and familiar analytics tools. tokenization, blockchain, investment, data analytics, big data, digital assets, portfolio management, and asset allocation

135 similar entities Type: Startup Activities: fintech Technologies: Data Analytics

We are building the best everyday bank! Join us! Available positions: jobs.bigbank.eu/et/toopakkumised You may know that we are one of the largest consumer loan providers in the Baltics, and the interest rates we pay on bank deposits have historically been among the highest in the markets where we operate. In 2020, we successfully entered the home loan market. We are also key partners to many real estate developers with our corporate loans. In the past 10 years, the volume of Bigbank's assets has grown more than sevenfold, reaching 2.5 billion euros today. Today, we are the Estonian bank with the …

Type: SMB Activities: fintech Technologies: SaaS

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

As a subsidiary of Crédit Mutuel Arkéa, ProCapital offers a comprehensive array of services to financial institutions: Portfolio management companies, private banks, banking networks, online brokers, online banks and insurance companies. ProCapital provides its partners with the option to outsource all or part of their retail business: - Consultational and transactional tools for all clients and financial institutions. - Negotiation of transactions across all asset classes. - Maintenance of all types of securities accounts. - ALM for life insurance providers. ProCapital provide a comprehensive platform to asset management companies: - Portfolio management - Consultancy platform - Business intelligence tools Front-to-back …

Type: SMB Activities: fintech Technologies: Cybersecurity SaaS

Savings and insurance solutions Established since 1991 in Lorraine, S.E.A. Portfolio management company approved by the supervisory authorities is independent of any financial body. Our managers and financial advisers are free in their choice of placement and guided by the sole concern to value your financial assets according to your personal aversion to the risk defined within the framework of a management mandate. SEA is distinguished by a "traditional" management style Returned today very original in the face of the "ready to invest" of the banking networks. The management team proceeds to its choices according to shared economic convictions and …

23 similar entities Type: SMB Activities: fintech

Evaluation et modélisation financière Olifin is a reference in the field of financial modeling, providing valuation and financial consulting services to private equity firms and small-to-medium-sized companies. The firm was founded in 2022 by Brice Palayer as a spinoff from his position as Head of Valuation at Group Siparex, one of France's leading independent investment funds. Our aim is to provide expert financial advice and assistance to our clients in a comprehensive way that meets the highest professional standards. We have an experienced team of experts who understand the needs of both private equity companies and small-to medium-sized businesses, and …

88 similar entities Type: SMB Activities: fintech

The vocation of the firm Finance & amp; Strategy is to support entrepreneurs in the hinged phases of the life of their business: creation, recovery, development and transmission. His team, based in Rennes, consists of six consultants from the bank, venture capital and business transmission firms. Since 2000, the firm Finance & amp; Strategy has supported more than 500 business managers from all sectors of activity, in the definition of their financial strategy, the sale of acquisition, fundraising and bank funding. He has regular financial monitoring of many of them, in order to anticipate difficulties, regularly reposition the company's financial …

35 similar entities Type: SMB Activities: fintech

Investing in your interest. We are an independent — family and employee owned — European Investment Management boutique, built on rich craftsmanship heritage, unique talents and an entrepreneur-minded culture. We strive to bring the best of active and alternative asset management to investors, helping them fulfil their long-term goals whilst contributing towards building a more sustainable world. We are committed to delivering premium products with consistent long-term performance, providing high-quality customer service for both distributors and investors, and embedding ESG focus into everything we do. asset management, finance, equities, fixed income, mixed assets, emerging markets, and european markets

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

Naventus is a boutique investment bank and transaction manager, based in Stockholm Naventus is a boutique investment bank and transaction manager based in Stockholm and provides financial advice in private acquisitions and M&A. Naventus focuses on three key sectors: Renewables, Technology and Healthcare. The team has a proven track record and strong investment power through an extensive network of institutions, asset managers, Family Offices and HNWIs. Our investment banking team has wide experience and extensive skills increasing the understanding of our clients'​ needs. ECM, M&A, Initial Public offerings (IPO), Capital raisings, Reconstructions, Analysis, Valuations, DCM, and Fairness opinions

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

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

A financial services company that offers a combination of clever technologies, market-leading products and straightforward personal advice. Our services cover financial planning, wealth management and Listed Bond ISAs. Financial Services , Personal Finance, Financial Planning , Wealth Management, Listed Bonds , ISAs, Pension Advice, Retirement Planning, and Investments

56 similar entities Type: SMB Activities: fintech

Everything is played on nuances, the smallest detail. For Strategy's Finance, wealth management firm: any account Our heritage management firm aims to guarantee our customers high-end and simple financial solutions, in total independence from financial institutions. We want to bring our experience in financial markets, our know-how, our availability and our listening to our customers to support them in the construction, development and transmission of their wealth. We offer a tailor-made approach and a heritage strategy that is specific to you. Here is a catalog of solutions (not exhaustive): Savings at guaranteed rate, real estate investments, retirement, tax exemption, scholarship, …

23 similar entities Type: SMB Activities: fintech

Let's give back a sense of yield At BFT Investment Managers, we give a sense of performance thanks to the commitment of all our employees to the service of our customers. For more than 30 years, the performance of our investment solutions, associated with rigorous risk management, has been the first of our missions. BFT Investment Managers offers a range of products specialized in the main asset classes, articulating around the performance search. On all of our funds, we integrate socially responsible investment criteria and we benefit from the AFNOR label in this area. A subsidiary of Amundi, we combine …

65 similar entities Type: SMB Activities: fintech

Mirabaud Asset Management is the high conviction asset management arm of Mirabaud. We provide a focused and specialized range of investment solutions to institutional and wholesale investors on a global basis. Our values are Independence, Conviction, Responsibility. Our offices are located in Geneva, Zürich, London, Paris, Madrid, Luxembourg and Milan. equities, fixed income, asset allocation, alternative investments, and private equity

27 similar entities Type: SMB Activities: fintech

** All statements made within this LinkedIn account are intended for sophisticated investors only. ** RBC BlueBay Asset Management, which represents RBC Global Asset Management (the asset management division of the Royal Bank of Canada) outside North America, provides global investment management services and solutions to institutional and wholesale investors. We are an active investment manager partnering with clients to deliver optimal outcomes across asset classes. Our investment expertise is characterised by our specialist fixed income credentials and broad-based equity capabilities, plus integrated ESG approach and impact investing strategies, enabling us to respond to a full range of client requirements …

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

Performance engaged in the service of humans and its environment Arkéa Asset Management, asset management company of the Crédit Mutuel Arkéa group, is distinguished as a major and committed player in asset management, seeking financial and extra-financial performance. Thanks to its backing on a solid banking group and its size (200 employees and 55 billion euros in outstanding under management), it combines agility and commitment to offer a diversified offer (listed management, private debt and investment solutions) adapted to the needs of its individual and institutional customers. Asset management and mandate management

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

Одговорното банкарство е наш идентитет и наше секојдневие во чиј центар се луѓето, бизнисите и животната средина. ProCredit Bank is a development-oriented commercial bank. We offer excellent customer service to small and medium enterprises and to private individuals. In our operations, we adhere to a number of core principles: We value transparency in our communication with our customers, we strive to minimise our ecological footprint, and we provide services which are based both on an understanding of each client’s situation and on a sound financial analysis. Bank, digitalbank, e-banking, elektronskobankarstvo, mastercard, debitcard, business, credit, loan, digitalbanking, bank, technology, it industry, …

59 similar entities Type: SMB Activities: fintech

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

All your assets in one place. We created getquin in 2020 to offer people a platform to track their entire net-worth in one place to make empower people to become better investors. Today we are one of the largest financial communities worldwide, helping already more than half-a-million users to become better investors. As a team, we’re dedicated to improving the product, breaking down the complexities of investing, and democratizing wealth building. Having started in Germany, we’re currently expanding across Europe and the U.S., tailoring our product to the local needs, building further connections to financial institutions, and more importantly, providing …

132 similar entities Type: Startup Activities: fintech it services Technologies: SaaS

The first E-Marketplace of its kind for Banks. TradeAssets is a Global e-marketplace for Financial Institutions and Alternate Investors leveraging technology to enable seamless asset and price discovery. Fastest growing SaaS platform for banks creating new partnerships / business relationships across countries and continents to buy/sell trade finance assets from each other. Peer-to-peer ecosystem of Financial Institutions and Alternate Investors enabling real-time access to credit and liquidity. Conceived and developed by highly experienced senior bankers for banks. Founding Team consists of banking industry veterans with decades of experience (over 250 years) in International Banking and Trade Finance, connected to hundreds …

57 similar entities Type: Startup Activities: fintech Technologies: Blockchain/Cryptocurrency

Fintech advisory firm with a core focus on payments and ISVs. MAPP Advisors is a fintech advisory firm with a core focus on payments, ISVs, and embedded finance. Our services include M&A representation, investment and capital raise strategies, payment monetization, portfolio optimization, risk and compliance, and operational consulting to clients across the fintech ecosystem. Our team and network consists of entrepreneurs, operators, advisors and investors in fintech companies through every stage of growth. SERVICES - Represent buyers and sellers in entity, asset or portfolio sales - Source and evaluate buy-side and sell-side acquisition targets - Due diligence consulting for buy-side …

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

Leveraging global connections to provide super-fast FX solutions for corporations & institutions in emerging markets SR Finanzmann is a corporate FX OTC firm established circa 2015 with a presence in the United Kingdom, Seychelles, Bulgaria, Kenya and Nigeria with a history of super fast FX execution for large corporations and institutions across the emerging markets world. Our team is a dynamic group with an increasing presence in major emerging markets in Africa and Asia. Our portfolio of clients extends into healthcare, property, oil & gas, agriculture, technology and fintechs and banks. We spearhead lucrative projects in emerging markets and in …

42 similar entities Type: SMB Activities: fintech

Create business opportunities and reduce financial operational risk. At BankerLinks, we are innovators of a first-ever platform which allows secure collaboration between different actors within the financial sector. BankerLinks focuses on providing intuitive technology to help teams reduce operational risk, costs of data management and increase their operative efficiency. Our Vision Create business opportunities and reduce operational risk through unrestricted knowledge sharing and instant information access. BankerLinks is a member of the LHoFT "Luxembourg House of Financial Technology" Finance, Operations, Networking, and Collaboration

34 similar entities Type: Startup Activities: fintech it services Technologies: SaaS

Retail Banking, Corporate Banking, Private Banking, Commercial Banking, Wealth Management, and Institutional Banking You can find us on the top of the mountains, across the plains, in rural areas, cities and villages through an expanded network of branches dispersed on all the regions and parts of homeland. We seek to introduce to our clients and customers all that is new in the banking industry and Libyan technology. We are your strategic partner for all projects including the infrastructure and mega industrial projects: We are the "Friend"​ Bank. Retail Banking, Corporate Banking, Investment Banking, and Commercial Banking

148 similar entities Type: SMB Activities: fintech

Possibility is in the ascent 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 portfolio advisory, and capital markets transactions, having advised on c. 750 deals for a total value of c. €187bn in the last four years. Alantra’s senior bankers and execution teams offer a global understanding …

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

We have over 30 years in the market, so we understand the needs of small and medium enterprises and offer an ecosystem of solutions tailored to business. We offer a diverse portfolio of financial solutions to address the different needs of small and medium enterprises. It is supported by 4 pillars: credit, exchange, insurance and cash management.

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

Fintech & digital asset advisory Fintech and digital asset ventures partner with us to develop a customer base in new markets, get their products to market, and secure funding for their vision. Our clients also benefit from our ability to build synergies between startups and enterprise-level financial firms through a global network across Europe, the US and Asia-Pacific. Our clients reflect our deep expertise in financial services, including fintech, crypto & digital assets, blockchain & DLT, venture capital, the investment funds industry and regulatory frameworks. Financial Services, Advisory, Fintech, Distributed Ledger Technology, Blockchain, Venture Capital, Entrepreneurship, Regulation, Crypto, web3, and …

441 similar entities Type: Startup Activities: fintech Technologies: Blockchain/Cryptocurrency

Czech number one in the world of online investment Since 1994, we have been opening our clients new opportunities in the world of online investment and helping them increase their revenues. To achieve them, we provide a clear trading platform, first -class analytical and intelligence service, individual approach of the brokerage team and helpful customer support. Investment Banking / Corporate Finance, Institutional BROKERAGE, RETAIL BROKERAGE, and EQUITY REESEARK

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

The leading marketplace lender for $500K to $10M+ A/R and inventory lines of credit for soaring businesses P2Binvestor is the leading marketplace lender for $500K to $10M A/R and inventory lines of credit for businesses that can't get traditional bank financing. P2Binvestor allows these companies to leverage our easy-to-use online platform to receive financing from P2Bi's crowd of accredited investors and community bank partners. This scalable, growth capital helps these thriving businesses cover payroll, produce additional inventory, and other necessary expenses. Unlike other online small cap lenders, we're all about providing REAL growth capital to help your business soar. Ranging …

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

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

We give people more opportunities by redefining modern digital banking. Citadele is a universal bank that offers a wide range of banking products to our retail, SME, and corporate customer base. The bank also provides wealth management, asset management, life insurance, pension, leasing, and factoring products. In addition to traditional banking services, Citadele offers a range of services based on next-generation financial technology, including a modern MobileApp, contactless and instant payments, modern client onboarding practices, and technologically-enabled best-in-class customer service. The Group’s main market is the Baltics (Latvia, Lithuania, and Estonia). Citadele’s shareholders are an international group of investors with …

5 similar entities Type: Startup Activities: fintech Technologies: NFC

Capital Return Opportunity is a real estate services firm based in Paris and active in Investment and Asset Management for institutional, family office and private investors The company seeks to identify attractive off market opportunities in all markets for its clients, mainly OTC operations without formal bidding process, and assists them in the whole acquisition process Then, accordingly to the strategy decided during the acquisition (either opportunistic, value add, core or core+), the company provides relevant strategic asset management services aiming to create value for its clients Capital Return Opportunity is an independent company, seeking to establish long-term relationships with …

13 similar entities Type: SMB Activities: fintech

The go-to solution for all private credit+ strategies Oxane Partners is a technology-driven solutions provider to the private credit markets. Our solutions transform the way investment firms and banks analyze and manage their investments. We unify our technology with deep domain expertise to provide compelling and relevant solutions across all asset classes. Our collaborative engagement approach helps our clients evaluate more opportunities faster and better manage their existing investments while still maintaining the rigor of their investment process. Our solutions manage over $500 billion of notional for 100+ clients including 18 of the top 25 global investment banks, 10 of …

57 similar entities Type: Startup Activities: fintech it services proptech Technologies: Data Analytics

Phoenix Financial Services is a full service financial services company located in the heart of the financial district in New York City. Phoenix Financial Services was formed to provide a high level of personalized service, which we feel has been lacking at the big “supermarket” financial firms. Our representatives are fully equipped to help you through the multitude of financial questions that you may come up with on a day to day basis. Our firm is designed to be able to provide you with all of your financial services needs including: financial advice, retirement planning, and financial product analyses. We …

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

Financial regulatory specialists advising investors, banks, and technology companies. The Gallatin Group is an independent regulatory advisory firm that specializes in working with investment companies, banks and technology startups. Our mission is to create value by partnering with clients to address their financial regulatory and transactional challenges. In support of our mission, we focus on: Evaluating opportunities and risks in financial-services investment and M&A; Delivering operational change to enable our clients to capitalize on opportunities while managing regulatory risk; and Leveraging our deep financial-services and regulatory experience to achieve superior results. Our clients include investors and other stakeholders in financial-services …

60 similar entities Type: SMB Activities: regtech fintech

Your sustainable investment partner - together building the link between property and capital Catella is a leading specialist in property investments and fund management, with operations in 12 countries. Our vision is to be the leading European partner for investors in property and finance. The operations are divided into three business areas that cooperate closely throughout Europe, as well as locally in each market, to develop customized solutions for our customers. Catella is listed on Nasdaq Stockholm in the Mid Cap segment. Read more about what we do at www.catella.com Corporate Finance, Asset Management, Fund management, Property funds, and Investment …

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

Svea Bank is a leading actor in northern Europe that offers financial and administrative services since 1981. Our service portfolio includes factoring, leasing, ledger administration, debt administration, payment solutions for e-Commerce, bank services for companies and loans and saving accounts for consumers. By combining new technology and innovative solutions with a high degree of personal service with focus on the client, we will always offer the better alternative to our clients and partners. Financing, Ledger services, Factoring, Payment solutions for e-commerce and stores, Invoice purchasing, Leasing, Debt collection, Loans and saving accounts, and Banking

74 similar entities Type: SMB Activities: fintech

Swanest is specialised in digital wealth management and provides services to private investors and institutional clients Swanest is specialised in digital wealth management for the purpose to make intelligent investing simple. The company provides services to private and institutional clients, including financial advisors and asset managers. The team serves clients globally with its headquarters being London and Brussels.

63 similar entities Type: Startup Activities: fintech Technologies: Data Analytics

An Apex Group Company Connecting Asset Managers and Investors Globally LRI, a leading independent investment services company based in Luxembourg, is part of the Apex Group. We provide asset managers and investors with three decades of experience in structuring and management of traditional and alternative investment strategies. We act as Super Management Company (Super ManCo), authorised as an Alternative Investment Fund Manager (AIFM) and as a UCITS Management Company in Luxembourg. Our longstanding experience in structuring and implementing tailor-made solutions make us the ideal partner for asset managers, private equity firms and institutional investors like banks, family offices, insurance companies, …

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

Banquier privé depuis 1920, nous comptons parmi les plus importants gestionnaires de patrimoine au Luxembourg. A BANK FOR FAMILIES AND ENTREPRENEURS A unique approach to banking All our services are designed around our clients’ needs. From private banking, professional banking and asset management to providing support for businesses and entrepreneurs, we take a consistent approach that stems from our roots in private banking. Gestion patrimoniale, Conseil en investissement, Family office, Gestion d’actifs, Fonds d’investissement, Accompagnement des familles, Estate planning, Banque privée, Wealth management, Investments, and Financing

13 similar entities Type: SMB Activities: fintech

Tendercapital was founded by Moreno Zani and group of managers like himself, who have accumulated a diverse range of work experience in reputed European financial institutions. The fundamental idea behind Tendercapital is that by combining talent, integrity, and semplicity, the Company can really make the difference in the financial arena. A solid shareholder base guarantees an independent view and freedom of choice. Investment solution derive from their fields of expertise, helping create efficient and flexible structures, where the partners are always in contact with clients and choose directly operations. Finance, Mutual funds, Asset management, Alternative funds, and Wealth management

35 similar entities Type: SMB Activities: fintech

A national, federally regulated bank held to the highest financial, security and privacy standards. We're on a journey to build a world-class financial services business. One that is customer-centered, agile, and strong. Our aim to develop authentic relationships by knowing customers deeply, building unbreakable trust, and making everyday banking surprisingly easy. You work hard for your money and you deserve to be in control. Our role is to deliver the ideal blend of high-tech and high-touch along every step of your financial journey. Built on a legacy of personal service, flexibility, strength, and integrity, Vast Bank has been an independent …

122 similar entities Type: SMB Activities: fintech

The asset manager that combines the best of complentary worlds to offer the optimal solution for each client. We are an international asset manager with strong local roots in Europe and Latin America. With presence in 11 countries, we have assets of more than €200 billion* working for institutional clients, individual clients, and intermediaries such as Santander banks in all geographies. Our knowledge in Latin America makes us real experts on the region, allowing us to provide you with unique opportunities to invest. Our philosophy is to manage our investments to capture maximum upside but also downside protection. We offer …

11 similar entities Type: SMB Activities: fintech

Since 2000 Noah has been providing investment guidance through referral partners for enterprising Australians to secure their future. We have provided over 10,000 reports to clients showing them how to realise the full potential of their assets through the acquisition of investment properties and loan restructuring; proven systems that work together to maximise growth and reduce debt. Investment and wealth building strategies, Hand picked investment properties, Finance and leveraging products, and Service and ongoing support

53 similar entities Type: SMB Activities: fintech

Keytrade Bank is a leading Belgian direct bank that caters for the financially autonomous. Via an established platform and app its clientele enjoys a large offer of financial services. Originally a broker Keytrade Bank has rapidly expanded its existing product.scope The current product scope covers daily banking, trading, online mortgages and numerous investment opportunities. Keytrade Bank is part of the group Crédit Mutuel Arkéa, one of France’s largest banking groups. This group enjoys the highest ratings attributed in France ( A/A-1 S&P - Aa3/P-1 Moody’s). Belonging to this non-listed, cooperative mutualistic group with ambitious environmental and social commitments , Keytrade …

Type: SMB Activities: fintech Technologies: NFC

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

Simple: honest banking Merkur Privatbank is an owner -managed, listed private bank, whose roots go back to 1923. At that time, Josef Schilling founded the later bank Schilling & AMP; CO AG under the name "Josef Schilling, banking business in Hammelburg". In October 2019, Merkur Bank has created one of the largest owner -managed private banks in Germany by taking over significant parts of Bank Schilling banking. Together we want to be even better for our customers every day. We understand the banking business as a traditional craft. This applies today and also in the future. Our core competence lies …

12 similar entities Type: SMB Activities: fintech

A top 50 accountancy firm, and one of the top firms for private client and for financial planning companies in the UK A forward thinking Accountancy Firm with our clients’ vision at the centre of everything we do. We are a Top 40 accountancy firm, we are also one of the top firms for Private Client and for Financial Planning companies in the UK. Audit & Assurance services, Business Development, Accounting, Corporate Tax & Outsourcing, Private Client services, Financial Planning, Corporate Finance, Corporate Restructuring, and Trusts and Estate Planning

75 similar entities Type: SMB Activities: fintech

Become a part of SWK Bank. Our SWK Bank team consists of around 170 colleagues. Together, we achieve remarkable results at our two locations in Mainz and Bingen am Rhein. Our structures are lean, communication channels are short, and we have an open approach with each other. This allows us to quickly handle a wide range of projects, develop intelligent solutions, and provide our customers with straightforward services. We are a German direct bank with over 60 years of experience. In addition to our core market in Germany, we are also active in Switzerland. As a direct bank, we specialize …

67 similar entities Type: SMB Activities: fintech

Building bridges between financial assets and impact opportunities via advisory and asset management services. 17 Asset Management builds bridges between financial assets and investable impact opportunities. We advise, design, and manage financial solutions for investors, corporate clients, asset managers, and city governments to achieve both long-term financial returns and meaningful progress toward an equitable and prosperous global society. We also advise private companies on how to maximize, measure, and transparently report their impact and align with the UN SDGs and ESG principles. We specialize in blended finance, design thinking, impact measurement and management, and SDG intentionality, and work with both …

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

Asset allocatie consensus, fondsselectie analyses, expected returns en consultancy voor de professionele belegger Alpha Research is an independent research agency, specialized in Asset Allocation and fund selection. We bring monthly reports intended for professional investors and fund selectors. With our experience and knowledge about the international markets, we can give our clients the best advice. Asset Allocatie, Asset Allocation, Fondsselectie, and Expected Returns

45 similar entities Type: SMB Activities: fintech

Common sense for a complex world. Asset manager, specialised in 3 key areas: equities, bonds and multi-asset strategies. BLI - Banque de Luxembourg Investments is an asset management company offering fund and portfolio management services to institutional and private clients. BLI houses Banque de Luxembourg’s expertise in fund management, analysis and securities selection, and implements the Bank's investment strategy. 'BLI'​ also stands for ‘Business-Like Investing'​, which describes our approach to the securities selection process – we treat our investments as though we were actually taking a long-term stake in the business. This approach helps us to identify quality companies with …

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

Self Bank is the brand for digital clients of Singular Bank, the Spanish bank reference in private banking. Self Bank is the brand for digital clients of Singular Bank, the Spanish bank reference in private banking. We are supervised by the Bank of Spain and the CNMV. The balances of our clients are protected by the deposit guarantee fund, and our solvency ratio is one of the highest in the sector. In Self Bank we have been helping our clients for more than 22 years to take control of their money and with the independence they want. We offer a …

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

Bourse Consult is a European firm of consultants who specialise in capital markets Bourse Consult LLP is a European firm of consultants who specialise in capital markets. Founded in London in 2002, we give innovative, practical advice on creating and developing financial markets, from strategy to implementation. Our clients around the world include Central Banks, Exchanges, Clearing Houses, Depositories, Governments, Regulators and Development Banks. Bourse Consult is unique among consultancies because we are all senior capital market professionals with CEO or other senior executive experience in capital market institutions. Our advice ranges from strategic counsel to practical implementation. Clients appreciate …

18 similar entities Type: SMB Activities: fintech

The largest and longest -acting Lithuanian bank #closer to you Šiaulių bankas - the largest and longest Lithuanian bank - a coherent and sustainable financial partner for residents, business and investors - has been a steady and sustainable financial partner. The bank provides daily banking, business and consumption financing, renovation financing, pension and investment funds management, life insurance, capital markets. We always strive to be #closer to all our customers, offer flexible and best -suited solutions and grow together. Šiaulių bankas shares have been listed on the Nasdaq Vilnius Stock Exchange for 30 years. Daily Banking, Asset Management, Life Insurance, …

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

Banking for business Cecabank is a wholesale Spanish bank providing specialized services in securities services, payments, treasury management and digital solutions. We offer innovative, tailored financial proposals for our customers, guiding them through their projects to reach their business objectives. - Securities services. Post-contracting processes for all kids of securities and currencies and comprehensive collection and payment management. - Treasury management. Operations on the main national and international (public and private) bond, currency, equity and derivatives markets. - Payments. Solutions offering support to business and technology processes specialised in payment methods and systems, clearing and discount. - Digital solutions. Digitisation …

84 similar entities Type: Media SMB Activities: fintech it services Technologies: Blockchain/Cryptocurrency

Göteborg Corporate Finance is an independent privately owned advisor to companies and in capital raising for unlisted and listed companies. The financing solution can involve private placement, issuance of shares, convertibles and subordinated loans. Our advisors have extensive experience in ownership issues and financing for unlisted and listed companies. We offer our clients a solid network and the flexibility and entrepreneurial spirit that is found in a smaller firm. With over 200 issues in experience, we can provide the advice required to avoid the pitfalls that may arise along the way. Corporate Finance, Finance, Economics, and Economic advice

35 similar entities Type: SMB Activities: fintech