Todd Sensing founded FamilyVest as a fee-only fiduciary firm so families can feel confident that their best interests always come first. We don’t accept commissions, which means you can rest assured that our recommendations are made to help you and only you. When you work with us, we start by helping you define and set your goals. We then draw on decades of experience in financial planning and investment management to help put your entire family on the road to success. Family Financial Planning, Special Needs Financial Planning, and Investment Management

Type: Startup Activities: fintech

One of the UK's leading national financial planning and wealth management groups with 45+ offices and 625+ staff. Perspective Financial Group Ltd is the parent company of over 46 client-centric financial planning offices. Our local offices all have highly experienced financial planners and our ethos is to provide clients with holistic and tailored advice to achieve their financial goals and objectives. Whether you are looking for advice on retirement planning, investment, inheritance tax planning, personal wealth or corporate planning (to name a few); Perspective's financial planners will be able to provide trusted advice. If you are a financial planner looking …

5 similar entities Type: SMB Activities: fintech

Finance & amp; Co. (www.finance-end-co.eu) performs personalized services with SMEs / PMIs in the fields of business financial management: = & gt; Shared Time Financial Department = & gt; Restoring of financial balances = & gt; Fund lifting support = & gt; Information project project management Animation of a portal site intended for entrepreneurs, on financing and financial management: www.finance-end-co.eu Financial management, financing, administrative management, project management, and strategic approach

Type: SMB Activities: fintech

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.

We are building financial foundations. How can we help you? CAPTRUST Financial Advisors, headquartered in Raleigh, NC, is one of the largest independent retirement plan and investment advisory firms in the country. We specialize in providing consultative advisory services to retirement plan sponsors, endowments, foundations, institutional investors, executives, and high net-worth individuals. Retirement Plan Advisory Services, Investment Advisory, Nonqualified Advisory Services, Discretionary Investment Management, Financial & Estate Planning, Provider Search & Selection / Fee Benchmarking, Participant Education & Advice, and Fiduciary Process Management

8 similar entities Type: SMB Activities: fintech

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

Independent private banking for you to reach your goals as an investor. Investing in you since 2000 In Tressis we have a great commitment to our clients. Therefore, since we started, we focus on this business project on you, to understand and understand your needs to help you realize all your goals advising you independently and efficiently. Today, thanks to the work of a great team of professionals and the recommendation of our clients, we are a reference in the world of advice and assets of assets in Spain. Advice, management of investment fund portfolios, ISR funds, variable income, fixed …

48 similar entities Type: SMB Activities: fintech

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

Providing sensible, strategic wealth management services for expat investors who are moving up the corporate ladder We provide sensible, strategic wealth management for expat investors who are moving up the corporate ladder and across borders. Whether you need help with increasing your savings or taking care of your assets, we’ll give you a guiding hand and a professional service based on decades of industry experience. Wealth creation, Asset management, and investments

86 similar entities Type: SMB Activities: fintech

Make money work for your dreams. At Investment Miles, we not only provide a resolution to your query related to personal finance and investments; but also accompany you in this journey of achieving your financial goals. For more details: https://www.investmentmiles.com/ Retirement planning, Post retirement corpus planning, Children future finance planning, Mutual funds, Tax planning, and Personal finance

2 similar entities Type: Startup Activities: fintech

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

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 …

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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

Make the most of it 💰 Money is committed to helping readers take charge of their finances and their futures. We provide advice about all aspects of people’s financial lives: jobs, savings, investments, spending, real estate and retirement. finance, personal finance, financial services, savings, investment, mortgage, insurance, retirement, real estate, credit cards, shopping, and wealth

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

Independent financial guidance for employees. At Equip, we empower employees to navigate their financial journey with confidence, supported by their employer. As a trusted financial advisor, we offer personalized financial planning that helps employees reach key life milestones. From building savings to planning retirement, our Certified Financial Planners deliver proactive advice, actionable steps, and expert insights every step of the way. Partnering with us means investing in happier, healthier, and more engaged employees—at work and beyond.

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

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

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

Our mission is to provide you with the tools and resources to help you become an effective “CEO of your money”TM. At Marcum Wealth, our mission is to provide you with the tools, resources, and technology to help you become an effective “CEO of your money”TM. As your team of advisors for your financial answers, we can provide the multidisciplined resources, the customized roadmap and the time-tested financial planning and investment management processes to assist you in reaching your life-long and legacy goals. Legal Notice: www.marcumwealth.com/legal Family Wealth Management, Wealth Management, Plan Sponsor, Retirement Planning, Retirement Plan Services, 401(k), Financial …

Type: SMB Activities: fintech insurtech

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

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

It is time to look beyond. We are an independent financial entity specialized in financial advice, asset management and patrimonial advice, both individuals and companies, with a long -term vocation and with the focus on the needs of our clients. More than 20 years ago we started abant with the aim of changing the way of doing things without giving up our principles. And with everything learned, we continue to help people transform their money into true wealth so that they can meet their goals. Financial advice, investment funds, Financial Advisor, Corporate Advice, Management, Financial Life Planning, Assets Management, Fund …

24 similar entities Type: SMB Activities: fintech

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

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

Legorburo Consultores is an organization specialized in financial advice to the company, and with a vocation of global service to it. We are experts in financing to the company and the entrepreneur, refloating of companies in crisis, sale of companies, economic-financial expert opinions for companies and financial outsourcing. We will be by your side in all your projects facilitating business and investment opportunities that favor your company. Business financing, business refloot, creditors contest, business assessment, purchase of companies, permanent financial advice, mergers and business acquisitions, and financial financial expert opinions

75 similar entities Type: SMB Activities: fintech

We invite financial advisers to connect with us so we can keep you updated on relevant LV= activity and share and discuss issues affecting the UK protection and retirement industry. Financial Services, Investments, Life, Pensions, Retirement, Income Protection, Critical Illness Cover, Equity Release, Business Protection, Flexible Protection Plan, Family Income Assurance, Gift Inter Vivos, Relevant Life Cover, Personal Sick Pay, Personal Pension, Self Invested Personal Pension, Drawdown Pension, Fixed Term Annuity, Flexible Guarantee Options, Lifetime Mortgage - Lump Sum, and Flexible Lifetime Mortgage

5 similar entities Type: SMB Activities: fintech silvertech