| Logo | Name | Σ | Employees |
|---|---|---|---|
 |  Wealth Factory 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 … 34 similar entities Type: Startup Activities: fintech Technologies: Decarbonization | 23 | 27 |
 | Micappital 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 … 17 similar entities Type: Startup Activities: fintech entrepreneurship | 6 | 7 |
 |  Finanzguru Finance magically simple We believe that finances should be simple and not time -consuming - so that you can enjoy your life without worries. That is why we build the most convenient financial assistant of all time with the finance guru. He gives you full control over your finances and makes money saved more easily than ever. More information is available here: https://finanzguru.de Would you like to shape the future of banking? Then you are just right with us. Help us with your ideas, your expertise and your motivation to make finance magically easy! We look forward to your application. … 5 similar entities Type: Startup Activities: fintech Technologies: A.I. | 10 | 162 |
 | Lubbock Fine Wealth Management Independent financial advice, tailored to you. Lubbock Fine Wealth Management (LFWM) is the wealth management and financial planning arm of Lubbock Fine. Established in 2006 and based in the heart of the City of London, we help private clients and businesses to preserve and grow their wealth. We offer unbiased, independent financial advice, based on our detailed assessment of your needs, concerns and objectives. As your advisers, we'll consider every aspect of your circumstances to gain a full picture of your financial position. Our advice will always include a fair and comprehensive analysis of the whole market. We also work … 21 similar entities Type: SMB Activities: fintech | 0 | 3 |
 | Forbes Advisor 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 |
 | Dains Scotland (Formerly Condies - Accountants & Advisors) Much more than just Chartered Accountants and Business Advisors At Dains (formerly Condies) we behave differently to a traditional accountancy firm. We acknowledge the most rewarding business relationships are partnerships. So we get to know the people behind every client... only then can we help you achieve your ambitions, both business and personal. Our in-house experts are friendly and understandable – we won’t overcomplicate your finances or try to impress you with technical talk. Whether you're starting off, established or looking for an exit we have all the services you could ever need. We offer all the conventional compliance you’d … 117 similar entities Type: SMB Activities: fintech legaltech Technologies: SaaS | 0 | 51 |
 | Kingswood Group Advice every step of the way, helping you to achieve your financial dreams At Kingswood we believe everyone should have access to financial advice and be able to Protect and Grow their wealth. We put our clients at the forefront of our business, providing financial advice, managing investments, and combining wealth planning with investment management. Kingswood brings all your wealth management services all in one place and we are with you every step of the way. We are an integrated wealth management business offering a comprehensive range of financial planning and investment services. Our goal is to build enduring relationships … | 0 | 233 |
 | Moisand Fitzgerald Tamayo, LLC 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 … 43 similar entities Type: SMB Activities: fintech silvertech Technologies: Cybersecurity | 0 | 25 |
 | Iron Horse Wealth Management, LLC 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 | 0 | 7 |
 | Sequoia Financial Group 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 … 88 similar entities Type: SMB Activities: fintech | 5 | 276 |