Your Relationship Bank Welcome to our LinkedIn page! Our purpose is to provide financial choice through innovation. Our vision is to gain regional recognition by being #1 in all our services and work culture. We value discipline, entrepreneurship, learning, integrity, grit, humility, and teamwork. We practice discipline in our thoughts and actions, encourage entrepreneurship through meritocracy and recognition, continuously improve through learning, act with integrity and transparency, persevere with grit and passion, show humility in our interactions, and work as a team with individual respect and a united purpose. Join us on our journey towards financial choice and innovation! Banking, …

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

Turn the Tables on Money The mission of Money Crashers is to develop a community of people who are trying to make financially sound decisions. The website strives to educate individuals in making wise decisions about credit and debt, investing, education, real estate, insurance, spending, and more. Personal Finance, Credit Card Ratings, Wealth Management, Smart Money, Money Management, Investing, Bank Ratings, Debt Consolidation, Building Wealth, and Smart Consumer

66 similar entities Type: Startup Activities: fintech Technologies: IoT

At the intersection of wealth and worth is Net Worthwhile. What's yours? At SignatureFD, we believe people want to use their wealth to do something worthwhile – for themselves, those they love, and their community. Through integrated wealth management services, we help clients create a financial design for life that enables them to protect, grow, give and live their wealth – ultimately transforming their net worth into NET WORTHWHILETM. Our highly capable, collaborative, caring and coordinated team of investment, financial planning and tax experts are committed to proactively helping clients take control of their financial lives and achieve their goals. …

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

Füreinander Hier. Almost 1 million people and numerous companies in Cologne-Bonn rely on our customized financial solutions. We finance the sustainable transformation of the region and support a wide range of projects in education, social affairs, sport and culture. We feel at home in every neighborhood and also offer personal and excellent advice digitally. Our 3,500 employees are ready to support you with your financial transactions and career goals - because we are here for each other. More information at www.sparkasse-koelnbonn.de Finanzen, Bank, Kundennah, Regional, Köln, Bonn, Familiäre Arbeitgeberin, Finanzdienstleistungen, Engagement, Spenden, Gründerdarlehen, Quereinsteiger, Bonn, Entwicklungsmöglichkeiten, Digital, Nah, Persönlich, Innovative …

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

Connecting investors with the best opportunities. We transform the way to invest. 🚀 In Tasatop we connect investors with profitable opportunities, through our platform, in alliance with financial and private entities. From investment funds to investments in loans for companies. We make investing simpler, accessible and efficient. We have already promoted more than 230 million soles in financing for companies. Ready to grow your money? 💡 Fintech, Finance, Investments, Investment Platform, Financial Services, Crowdlending, Investment, Investment, Factoring, and Alternative Financing for Companies

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

Maximize your earning potential. Our mission at DollarSprout is simple: we want everyone to worry less about money and spend more time on the things that truly matter in life. By bringing readers our latest ideas on how to make and save money and make smarter financial choices, we are doing our small part to help. Like Us on Facebook: https://www.facebook.com/dollarsproutblog/ Research, Publishing, Side Hustles, and Personal Finance

17 similar entities Type: Startup Activities: fintech Technologies: IoT

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

Live Cashless Built Around you and for you Best Online Payment Services in Egypt XPay is a fintech company that develops digital transformation solutions with a focus on financial empowerment. We aspire to improve quality of life by providing a range of solutions that help optimize financial management on both the business and individual levels. Our decision to initially target community ecosystems meant that we could bring the benefits of our smart solutions not only to businesses but also to families, who are the beating heart of any community. By doing so, we are able to improve the quality of …

8 similar entities Type: Startup Activities: fintech

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

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

Award-winning video engagement platform for financial advisers and pension schemes. Our mission is to change the way financial services communicate with its customers and members. We’ve built two industry-leading technology solutions: Money Alive - Our award-winning regulatory technology video platform which enables financial advisers to provide their clients with engaging, accredited and impartial education about their pensions and other key financial topics. Video Canvas - Our interactive video player solution enables scheme administrators to communicate smarter with their members using personalised video experiences. We believe that better information leads to better decisions and a better financial life and our services …

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

💡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

Smarter Identity and AML Risk Decisioning for Africa. Akiba Digital is a cutting-edge risk decisioning platform that empowers businesses to make faster, smarter, and more inclusive financial decisions. Our decisioning engine orchestrates alternative data, configurable workflows, and traditional data to streamline credit scoring, identity risk, and fraud detection — making it cost effective for lenders, fintechs, and other accountable institutions to digitally acquire and service excluded customer segmented across Africa. We are passionate about using our technology to enable better access to financial opportunities. By providing intelligent, data-driven solutions, we empower small businesses and consumers to reach their financial goals. …

191 similar entities Type: Startup Activities: fintech Technologies: A.I. A.I. - Machine Learning Data Analytics

We're hiring! We help everyday Americans build a brighter financial future. We help everyday Americans build a brighter financial future. With a business model that is aligned with our customers, we create transparent, fair, and simple financial products that put money back in the hands of our members, help them spend wisely, and avoid unfair fees. We don’t just reduce stress — we promote sustainable financial health. Our team comes from diverse backgrounds, but are united in the fight for our members’ financial security and freedom. With experience at Amazon, Deutsche Bank, Palantir, Two Sigma and more, our experts not …

35 similar entities Type: Startup Activities: fintech Technologies: Cybersecurity

We help the distributors of savings to digitize the financial council with Lila, the first financial advisor IA Odonatech's mission is to allow all savers to use their money to realize their dreams and improve their lives. Currently, only the most privileged have personalized financial support with a wealth management advisor or a private banker. We help financial institutions to offer quality savings advice to as many people as possible. Our tools are AI advisers who include humans. Available 24/24 and 7/7 to guide savers to a savings strategy perfectly suited to their aspirations. In 5 years, everyone will have …

48 similar entities Type: Startup Activities: fintech martech Technologies: Data Analytics A.I.

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.

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

The future of relationship banking is Bolder We're a team of financial coaches and experts dedicated to helping you make the right money moves to achieve your financial (and life) goals. Money doesn't have to be so hard, and you don't have to navigate it alone. group coaching, money coaching, financial planning, financial advisory, financial wellness, personal finance, and workshops

7 similar entities Type: Startup Activities: fintech

With a great team, anything is Possible! At Possible, we believe financial health is something everyone deserves. It’s our mission to help communities break the debt cycle and unlock economic mobility for generations to come. We’re unwavering in our commitment to this mission, and love building products and services that prove changing the industry for the better is, in fact, Possible. Join us. Software, Financial Services, Credit, Banking, FinTech, StartUp, and Mobile

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

Leading advisory and technology partner for tomorrow's financial players ➡White-label digital solutions At the heart of the MIPISE project is a vision of finance that is reinventing itself. We believe in technologies that change the way we relate to others. A commitment to supporting responsible finance, combined with the conviction that most of the societal changes needed to bring about a better, more enlightened world will flourish in the pooling of ideas and cooperation. Mipise is a FinTech, RegTech and LegalTech company with expertise in the development of technological tools for the collaborative economy and for all those in the …

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

Financial Education Technology Our mission is to bring accessible, affordable, engaging, and highly effective financial education to the world. We believe that financial education is a cornerstone of society, and we seek to empower our students to advance their education, careers and financial independence. elearning, forex, trading, stocks, investing, options, currencies, cryptocurrency, education, finance, learning, mobile games, and CFDs

67 similar entities Type: Startup Activities: edtech fintech Technologies: Blockchain/Cryptocurrency

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

He manages his life that manages his money What is the money status? Money status is a giant personal finance management platform. The money situation established by Özlem Denizmen as a social initiative is based on ensuring that people are “financial peaceful .. For this reason, we focus on the correct establishment of the relationship with money in all segments of society. "He manages his life that manages his money!" he says and we get our name here ... Today, we explain the personal finance management with one -on -one trainings by cooperating with Turkey's leading organizations, and we produce …

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

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

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

We contextualize the economic information so that you make better decisions and raise your quality of life Economics, entrepreneurs, technology, personal finance, financial markets, companies, management, and savings

125 similar entities Type: Startup 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

Do it with your hype. We are hype. We are a constantly growing team, passionate about one's work and happy to do it every day, with a single mission: simplifying the management of money in the daily life of millions of people. We are the first 100% Italian Neo-Bank and the reference point for those who recognize digital and technological innovation a decisive value in improving their lives. We were born in 2015 from the idea of ​​a group of start-ups experts in technology, finance and banking. Today we mix skills from different sectors to be sure to always take …

106 similar entities Type: Startup Activities: fintech Technologies: IoT

Germany's largest financial community 🚀 We help people to take their finances into their own hands. In 2015 we made it a mission to encourage people to take their finances in their own hands. Starting as a YouTube channel with explanatory videos, we have developed into the largest community for financial self-decision-making in German-speaking countries within a few years. With our videos, advice, comparisons, computers and platforms for exchange, we want to enable you to take responsibility and make our own, well -founded, financial decisions. Financial flow is a brand of finflow GmbH.

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

Finding a better way for capital raise and investments. We leverage decentralized finance to make investing in real-economy assets faster, easier, and more cost-effective. Our digital investment platform unlocks liquidity for asset owners and opportunities for investors worldwide. Technology, Blockchain, Stellar, Cryptocurrencies, Fintech, Crowdfunding, SLT, Exchange, Payments, DeFi, and Tokenization

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

Your Financial Innovation Partner TheLogicValue is a Fintech that offers B2B solutions to organizations looking to digitize and automate businesses and processes in the financial field. The company has its main focus on financial institutions and insurance companies, while supporting organizations from related industries. We are technological partners of financial and insurance institutions that we accompany in their digitization, we boost business and financial processes by making them more efficient and scalable. Our team of professionals have a multidisciplinary and multicultural profile, with vast experience in the field of IT and technological developments, as well as great expertise in financial …

272 similar entities Type: Startup Activities: fintech

Experts in Financial Education and Health 💼 Who are we? In Barymont Group, we are leaders in financial health. We help people, families, entrepreneurs and organizations to achieve their best state of financial well -being, with a single purpose: that you get care of your finances and focus on what really matters. 🎯 Our services 1. Planning and Financial Education: Accompaniment and advice that includes personalized strategies to save, invest and protect personal finance. More information at https://www.barymont.com/educacion-financiera 2. Management support for SMEs: Optimization of resources, heritage protection and business sustainability. More information at https://www.barymont.com/apoyo-gerencial 3. Financial education workshops: dynamic …

Type: Startup Activities: fintech Technologies: Cybersecurity

Financial services redesigned. For too long, the best financial services have been inaccessible to most people. We're here to level the playing field. Sanlam Indie is on a mission to transform the industry by building financial products that actually work for you. By combining our expertise with technology, we're creating world-class products that are simple to use, easy to understand, and incredibly rewarding - allowing more ways for you to create and protect wealth. Personal Finance, fintech, and Insurance

58 similar entities Type: Startup Activities: fintech insurtech

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

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

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.

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

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

Money knowledge for everyone. Independent. Neutral. Current. In video books, we simply convey to you, independent and neutral knowledge of money. Finance, money, plants, ETF, AHV, stocks, and stock exchange

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

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

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

Leading Humanity to Money ZEN Polybius will be a straightforward user-friendly personal finance manager for everyone. We want to be a game changer, this is why we develop an app that works for you not for the bank. Basically we will deliver peace of mind for your finances. We take on the hard work so you don’t have to. Our key values are democratic, accessible and loyal which carry through everything we will do and touch Targeted to private individuals in Europe. We aim to be the first full online finance ecosystem in the European market. Project was crowdfunded through …

44 similar entities Type: Startup Activities: fintech regtech Technologies: Blockchain/Cryptocurrency

At Ubank, we’re all about helping you be more successful with money. Think of us as your daily money companion. One that brings together the ability to see your money in one place, with smart features and real-time insights designed to help you get ahead. You’ll learn what it feels like to save more, see exactly where you’re spending and own your own home faster. When you’re with Ubank, we’ll help you achieve real momentum with money.

11 similar entities Type: Startup Activities: fintech Technologies: IoT

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.

🔵 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

The 'Learn to Earn' Financial Wellbeing Coaching App and Platform Rewarding Users in Bitcoin. The 'Learn to Earn' Financial Wellbeing Coaching App and Platform Rewarding Users for improved financial behaviour in Bitcoin. financialservices, fintech, technology, innovation, customeracquisition, financial management, finanacialwellbeing, and financialwellness

93 similar entities Type: Startup Activities: fintech it services Technologies: Blockchain/Cryptocurrency

The Original Alternative Finance Provider | High Performance Funding In 2010, we launched Reward to fill the fast-growing void left by traditional funding, building an alternative solution from the ground up. We have one goal: To help entrepreneurial people thrive. Today, we are a vital source of flexible, high-performance, asset-secured funding like no other – decisive and dependable. Backed by decades of banking experience, our team combines seasoned expertise, hard data and sharp instinct with a rounded view of your opportunity and credentials. With this, we unlock success at lightning speed. So, when the time comes to make your move, …

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

For better economic health. Give your bank super powers! We solve the problem of complex financial processes by offering a simple and secure platform. What makes us unique is our focus on user -friendliness, security and innovation. Banking, Personal Finance, Savings Accounts, Loans, Card, Debit Card, Revolving Credit, Savings, Payments, and Fintech

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

vaamo is the new way of investing your money: easy, clever, and safe. We ensure that private individuals achieve their personal financial goals. Moreover, we spare our customers effort and time and enable them to invest their money in an optimized securities portfolio based on strict scientific criteria. For more Information, please visit http://www.vaamo.de Professionelles Vermögensmanagement für Privatanleger, Intuitives Userinterface zur persönlichen Finanzplanung, and Revolutionäre Anlage-Flat-Rate ohne Transaktionskosten

48 similar entities Type: Startup Activities: fintech Technologies: Cybersecurity

Fineazy is a for-profit impact startup improving financial literacy in Africa. We have developed an innovative approach to teaching basic financial concepts using bespoke content, conversational interface, storytelling and learning personalisation. Our goal is to empower people to make excellent financial decisions, thereby unlocking the fin-tech value chain while driving sustainable financial inclusion and growth.

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

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

Send money and split bills with friends! 🤑 😎 🦄 Kalsa is an app where you can send money and split bills with friends. We believe the future of finance will be powered by communities. We're on a mission to make financial products more inclusive and accessible, starting with group payments. Technology, Investing, and Banking

38 similar entities Type: Startup Activities: fintech

Private Wealth, Unlocked. Private Wealth, Unlocked. We're on a mission to unlock the financial advantages of the ultra wealthy. 1) Expertly managed portfolios managed by our in-house asset management team. 2) High Yield Savings: Market leading rates to make the most of your cash 3) Liquidity: Stay long term invested. We offer a line of credit if needed, subject to assessment, to help cover any costs without selling your portfolio (can't be used for investing) 4) Across wider assets - We aim to offer diversified, risk-managed portfolios of public equities, alternative and private market investments, to help diversify and enhance …

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

Empower your workforce with personalized financial guidance from the company that created financial wellness. Financial Finesse is the country’s leading independent provider of unbiased financial wellness benefits. Since 1999, we’ve helped over 10,000 organizations, including many of the Fortune 1000, improve their bottom lines and become more competitive by empowering their employees to achieve financial security. We do this by making our award-winning financial wellness programs available to employees at no cost as an employer-sponsored benefit. With highly personalized and ongoing one-on-one coaching from CFP® professionals, AI-powered virtual coaching, live workshops, webcasts, educational tools and content, we reach over 2.4 …

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

We build solutions to make people financially secure. Too many people in the U.S. today lack financial stability. Too many people are financially vulnerable. For people to pursue their full potential, we need more wealth – of opportunity, of tools, of financial assets – and we need that wealth to be more widespread. We aspire to accomplish that by building innovative solutions that make people financially secure. We collaborate with consumers, the financial services industry, policy makers, and mission-driven organizations to discover ideas, pilot solutions, and drive innovations to scale so wealth can become possible for everyone. We Work with …

56 similar entities Type: SMB Activities: fintech games Technologies: Data Analytics

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

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

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

Canada's Robo-planner. Affordable, customized financial plans without product pushing. Fintech startup improving how Canadians benefit from financial advice. From planning your Early Career to Retirement, we got you covered! Highly Personalised Financial Plans, Zero Product Pushing, and Affordable Price Point

3 similar entities Type: SMB Activities: fintech

We support our customers to live a self -determined life with financial confidence. The essential cornerstones of the forward -looking business model of Swiss Life Select form the holistic care approach, standardized advice and the open product architecture. So we offer our customers Financial Planning at the highest level. Insurance, retirement provision, assetaubau, financing, financial service, investment, company pension scheme, real estate, transfer of assets, pension, and taxes

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