Personal Finance

At Chase de Vere, we believe the only worthwhile advice is independent advice. This is because it allows us to research the variety of sources, and recommend the solutions and products that best suit your needs – creating a far stronger result. The freedom to advise objectively • We are free t

Our aim is to offer a one-stop-shop to be able to handle all your payable and receivable to-dos while having access to all your bank accounts in one place which makes it simpler to track payments and receivables and estimate your cash position.

At AGS Financial Group, we are committed to helping individuals and small businesses achieve financial success. As trusted financial advisors, accountants and mortgage brokers, we offer a full range of services including retirement planning, superannuation, investment advice, estate planning, proper

Since 2009, our teams of independent Wealth Planners have delivered high-quality advice to thousands of clients throughout the UK. We are committed to forming long-lasting relationships with our clients to help them achieve more with their money. Our clients are at the heart of everything we do and

Headquartered in Atlanta, Georgia, with offices in Denver, Colorado and Palm Beach, Florida, Atticus Wealth Management is a fee-only private client and institutional wealth management firm servicing clients across the United States. Our firm is dedicated to providing excellent investments through a

SBI Funds Management with over 36 years of rich experience in fund management, brings forward our expertise by consistently delivering value to our investors. SBI Mutual Fund (SBIMF) offers Lumpsum and SIP investments in various MF schemes like Equity Funds, Debt Funds, Hybrid Funds, Solution Orient

At GrowthHouse, we develop the aspirations and dreams of both our clients and our team, creating abundance for generations to come. We broaden horizons and stretch opportunities. All by partnering for your success. Dynamic and active, fresh and forward-looking, we aim for everyone connected to us t

Iowa Bankers Mortgage Corporation offers a suite of customized home mortgage programs and services, from origination to loan servicing across the Midwest.

The Burgess Group (TBG) specializes in wealth creation. To do so, TBG uses specialized life insurance premium finance structures. These transactions allow high net worth individuals from around the world to finance large amounts of life insurance, funding and securing the loan primarily through the

Operating since 2000, Astute has established itself as a highly respected financial services aggregator and dealer group with a membership base comprising more than 500 finance, insurance and financial planning specialists. We are committed to innovation in the financial services industry and are p

Registered Finance Company Licensed by the Monitory Board of the Central bank of Sri Lanka Company Registration No PQ 526 When Rupee Finance was acquired by the powerful Vallibel Group in 2005, we were virtually unknown. Re-branded as Vallibel Finance and backed by the prestige of our parent holdin

The banking app for creators and entrepreneurs.

Tribevest is OS & banking platform for Investor Groups

Moneyfacts Group is the UK's leading provider of retail financial product data. Moneyfacts'​ dedicated research teams constantly monitor all the thousands of mortgage, savings, credit card, personal loan, business banking, life, pension and investment products available in the UK. Moneyfacts' Data

Finanzdienstleistungen, Investment, Versicherungen, Betriebliche Altersvorsorge, Private Krankenversicherungen, Finanzoptimierung, Depotcheck, Vermögensaufbau, Financial Planning, Financial Consulting

Junte-se à Ável, uma assessoria credenciada à XP Investimentos, e faça parte de algo transformador!! Nosso propósito é empoderar pessoas a assumirem o controle de suas vidas financeiras. Acreditamos que ninguém é melhor do que cada um para cuidar do seu próprio dinheiro, mas sabemos que, às vezes,

Moin! 👋🏻 Wir sind die Sparkasse Westholstein und engagieren uns mit unserem 550-köpfigen Team in der Energiewenderegion Dithmarschen und Steinburg für die Bedürfnisse unserer Kund*innen. Als Mitglied der erfolgreichen S-Finanzgruppe sind wir seit über 200 Jahren ein verlässlicher Partner für unse

Rabbit Care is Southeast Asia's leading online insurance (InsurTech) and financial product (FinTech) comparison platform, serving customers across Thailand, Vietnam, and Singapore. Supported by a global consortium of investors, including international VC/PE investors and multinational corporations c

rupyy provides a wide range of financial products such as New car loans, Used car loans, Two-wheeler loans, Personal loans, loans against cars, etc.

Town delivers top-tier tax expertise to small businesses—affordable, seamless, and personalized. We combine dedicated experts with frontier AI to give every small business the same high-quality tax advantages that large corporations enjoy.

We take a personalised approach to working with our clients, with an understanding that there is no one-size-fits-all solution when it comes to home loans. We believe your home loan is an integral part of your overall financial plan and when used wisely it can be a powerful part of saving you money,

Regency Capital is a private asset management and wealth advisory firm serving high net worth individuals, families, and select institutions. We support and enrich lives through steadfast fiduciary values, outstanding talent, and a powerfully rational approach to money and life. A combination of ou

Bond Bloom Capital is a modern financial education & services company helping individuals grow their capital through smart market strategies. We specialize in Stock Market, Forex, and Crypto education, backed by real-time tools, mentorship, and account management. Whether you’re a beginner or an e

Imagine your portfolio beating the market year after year. Imagine having an answer for those tough questions about investing strategy and the markets that your clients, friends and colleagues ask… and that maybe you’ve been asking yourself for years. Becoming an FA Alpha can give you those answer

Our story began when (Financial Officer) Jerad Kirk and (Acquisitions Officer) Adam Herring partnered with (Sales Officer) John Smith to launch their foundation agencies in Mississippi and Alabama. John was a 2nd generation legacy agent with a large national carrier and with the support of his agen

At Monedo Financial Services, we’re more than a Non-Banking Financial Company, we’re your strategic partner in financial empowerment. Founded by Ashish Kohli in 2017, we specialize in personalized financial solutions driven by innovation, ethics, and genuine care. Our diverse and experienced team i

Rivia Health brings easeful efficiency to healthcare patient payments. We work with healthcare provider organizations to complement their revenue cycle operations and get them paid more while doing less. Rivia Health alleviates staff overwhelm by reducing manual tasks related to outstanding patien

Our Mission We empower business and workers to be financially secure. Grit makes it happen.

Port Jackson Family Office is a boutique advisory firm partnering with highly successful individuals and their families to provide bespoke financial advice, privileged access to a diverse range of investment opportunities and personalised management of financial affairs. Going beyond traditional f

With wealth comes a host of new challenges and complexities. Highland specializes in providing financial counsel to help our clients live fully by finding clarity, reducing complexity, and living inspired lives doing what they love. Hightower Advisors, LLC is an SEC registered investment adviser.

For over 120 years, Community Bank partners with individuals, businesses, and communities to realize their dreams, protect their financial futures and improve their lives.

At Fern, we believe people deserve to own their money and transact with it freely. Developers can use the Fern APIs to embed seamless currency conversion features in their products. Businesses and individuals can use the Fern app (fernhq.com) as their onchain bank account replacement. Fern is built

Global reach Since our inception in London 93 years ago, we’ve consistently proven our ability to grow people’s wealth. Today we have operations in 28 countries, service 5 million retail clients and manage more than R8 trillion in assets. M&G Investments Southern Africa (M&G SA) is part of M&G plc,

Fruition is the only personal finance app that allows you to aggregate all of your accounts in one place and gives you insights, resources, and experienced humans to help you find financial security.

Oxford Bank is a commercial bank offering personal and business banking services. Oxford Bank is a division of Oxford Bank Corporation, a bank holding company. It has full-service offices in Clarkston, Davison, Dryden, Lake Orion, Oakland Township, Ortonville, and Oxford.

Bloom Credit is a fintech platform that works to improve the financial eligibility of people declines for lending products. The company's technology uses a data-driven approach to offer actionable advice, insights, and guidance working directly with lenders to graduate their applicants through consu

We coordinate and manage your financial affairs so you can focus on what’s most important to you. Every sound decision is rooted in confidence, whether advancing a career, making lifestyle choices, or managing wealth. At JGP Wealth Management, we know that confidence is key and we make it the core

A RICHER LIFE DEFINED. As wealth managers, we immerse ourselves in finance and in service to our clients. And when we talk about helping you build a richer life, it is more than a single-minded goal to increase your net worth. It is with a deeper understanding of the meaning of wealth to your life a

We are a financial planning company for employees. We are on a mission to provide financial peace-of-mind for everyone. We do this by partnering with employers; we are the financial co-pilot for their employees. We help employees create and follow a personal financial plan to reach their life goals

FinFix has one simple goal; to ease the straining burden of debt. We at FinFix believe that every individual needs to be treated with respect, dignity, and diligence when it comes to debt consolidation. Our dedicated and professional team knows that each case is different. We find creative and inn

Somos más que una empresa de soluciones financieras, somos Directo, la fintech de Grupo ST. Llegamos para evolucionar la forma de comprar en cuotas. Nuestro objetivo es el de ofrecerles soluciones para mejorar tus formas de comprar y vender. Nuestro compromiso es ofrecerte un servicio rápido, simp

An independent retirement consulting firm helping business and individuals. At FBG, we believe in challenging the status quo. Our practice is centered around the principle that client needs always come first. While the retirement plan industry has evolved over the past decade, there are several ar

Het Nederlands Krediet Collectief is dé onafhankelijke specialist op het gebied van geld lenen. Onze dienstverlening is gericht op besparen, herfinancieren en het afsluiten van nieuwe leningen voor consumenten. In ons collectief zijn wij marktleider op het gebied van online krediet bemiddeling via h

Caleb Hammer is having the conversations that he wishes someone had with him over a decade ago. We also offer products to increase financial education in people's lives.

No jargon. That’s one of our mottos at The Millstone Evans Group. We firmly believe in connecting with clients in a clear, personal way that differentiates us from the jargon-filled, impersonal nature of many financial advisor firms. Our approach centers around removing the barriers to financial pl

Since the first day One World Bank opened its doors it began with one mission and that is to provide personal and customized financial services to our customers. We are committed to making your banking experience an enjoyable one. It is my sincere and personal commitment that you will enjoy bankin

Oracle Advisory Group is a leading independent Wealth Advisory firm. Our advisers have been helping Australians realise their financial potential since 1986. Oracle Advisory Group use their experience and expertise to develop wealth accumulation strategies tailored to meet your financial goals. Wi

Mukuru is one of the largest money transfer providers in Africa and a leading Next Gen Financial Services Platform that offers affordable and reliable financial services to the emerging consumer. The foundation of our business was built by providing the continent’s migrant diaspora with safe, conve

StrongBox Wealth is a registered independent financial planning and private wealth management firm for high net worth individuals and their families. Our clients include lifelong savers, entrepreneurs, business owners, professionals, executives, and community leaders. We look to enhance our fiducia

株式会社カンムは「心理的unbankedをソフトウェアで解決する」をミッションに、心理的な理由で金融サービスを活用できていない人向けにサービスを提供する会社です。 現在は、Visaプリペイドカードアプリ『バンドルカード』を運営しております。バンドルカードはアプリから誰でも1分で発行できるVisaプリペイドカードで、カードでの決済手段をまだ持っていないユーザー、クレジットカ―ドでの支払いに抵抗があるユーザに、新しいカード決済体験を提供しています。2018年より、後払い式のチャージにも対応し、自宅でカード発行・チャージ・決済が完結する体験を実現しています。 ■バンドルカード https://v