Personal Finance

Our purpose is simple: to empower our clients with the clarity and confidence they need to achieve their financial goals and live fulfilling lives. We do this by forging strong, collaborative partnerships, listening intently to understand your unique aspirations, and providing objective, expert guid

As an award-winning team with an adventurous spirit, we’ll design you a financial plan that will suit your lifestyle and your goals. As a Pursue Wealth member, we’ll work with you to set short, medium and long term goals, and keep you on track to achieve them. You can learn more about what we do h

Established in 1903, South Ottumwa Savings Bank has grown from a simple currency exchange to a full-service financial institution with acquired offices of Hedrick Savings Bank in 2011, West Liberty State Bank in 2015 and Peoples State Bank in 2020. A community bank, with decisions made locally by pe

At Networth Advisors, we offer various financial planning and wealth management services for friends and neighbors throughout the greater Pittsburgh area who are in or nearing retirement. We use an array of investment and insurance products to build a thorough retirement plan that helps support your

West Iowa Bank provides personal & business banking for Northwest Iowa with our friendly staff & five convenient locations.

Je zoekt geen accountant, je zoekt rendement. Je zoekt geen ondernemerscoach, je zoekt richting. Unlock Numlock en niets houdt je meer tegen. Wij helpen je een gezonde onderneming bouwen én je financiële toekomst zekerstellen. Zo zorgen we voor richting, rust en rendement. Richting Richting begint

Our team at Nikao combines decades of expertise in Wealth and Investment, delivering digital consultancy and solutions tailored to our client’s business needs, from large-scale programmes to innovative products and scalable, reliable solutions.

Moolaah is an independent wealthtech ecosystem, with the aim of delivering a better financial future to individuals and families with the help of expert advisors. Additionally, we have a complete client centric private wealth solution with modern interface that gives you control over your whole fina

Shadforth is a highly awarded wealth management and advisory firm specialising in the provision of implemented advice, and service to private clients and organisations throughout regional and mainland Australia. Our collective heritage dates back to 1924 with the establishment of Shadforths Limit

Our services aren't limited to traditional financial planning and wealth management. We are your "partners" and a trusted resource for all your needs. We listen. We strategize. We engage. We resolve issues.

We are The Wealth Company, the asset management arm of Pantomath Group — a financial institution known for discovery-led investing and capital markets expertise. We manage high-integrity investment products across asset classes — built for performance, grounded in process, and led by purpose. Found

As a co-operative financial institution with more than 60 years of history, Bow Valley Credit Union is helping you achieve your goals, supporting businesses to create a thriving local economy and contributing to strong and prosperous communities. We are proud that our foundation is built on the 7 C

Fincity is India's first and only fully digital housing finance platform for both, consumers, and banking and financial institutions alike. With state-of-art technology enabling security and irreversible ecryption methods, we provide online processing of the entire lending lifecycle—from checking co

RBL FinServe Ltd., headquartered in Mumbai, India, is a leading Business Correspondent and 100% subsidiary of RBL Bank. We work as a last-mile distributor of comprehensive financial services and products for the Bank, in particular loans and savings products to low income households and micro entrep

Afranga makes it possible for retail investors to invest in consumer credit – an asset class previously reserved only for institutional players. Every natural person based in the EU can open an account with Afranga in a few simple steps.

Sinds 1 januari 2022 zijn het kantoor Adfinas & Delgo gefusioneerd. Wat startte als enerzijds een lokale Landbouwkrediet agent & anderzijds een lokale Centea agent, groeide al snel uit tot 2 professionele bankkantoren. De basisactiviteiten verschoven doorheen de jaren van eenvoudige bankproducten

Union Capital Group is a network of businesses interacting across borders to provide bespoke financial solutions to sophisticated ultra-high net worth individuals and their advisors. We aim to provide tailor-made agile solutions in the complex financial world, where corporate control has made globa

Boost your business & client success with Financial Pro Network Mission: Empower and train financial professionals to educate their community, enabling them to make the most informed financial decisions for a secure future! Vision: To build the most impactful leadership and training hub for financ

We are a family-owned office working to create and manage our wealth. We facilitate co-investing in sound private equity opportunities. Value-Driven Results Our Company is built on a foundation of integrity and transparency, and we thrive in a culture of communication and delivery of measurable res

Finance built for humans by humans. Our friendly humans have been putting conversation before credit scores since 1999, helping thousands of people get moving, by listening to their stories and understanding their lives. So when it comes to finance, we see more than your score. Talk to us about cars

At BAR Financial, we provide cutting edge knowledge, resources and solutions backed by over 160 years of front line experience that enable our advisors to reach their vision of ultimate success and prosperity. We believe that independence means giving you the freedom to choose your course, while giv

Pareto is an argentinian fintech specialized in digital loans. We are based in technology in order to offer the best experience to our users, achieving the most efficient product. We are passionate to transform ourselves and to move on constantly, and day to day we look for new ways to optimize our

We are a fiduciary firm focused on tailored services, personalized wealth management, and financial planning for high-net-worth families. Our goal is to forge lasting partnerships with our clients so they can build and maintain their financial independence. Drumond Wealth Management is led by Samu

We offer financial services that include: funds transfer, deposits, data top-up, airtime top-up, airtime to cash, cable subscriptions, bill payments, bulk SMS etc.

Dannah Investment Group, LLC is a financial services company that helps you make more money and pay less tax using operational, insurance, and tax strategies.

Established in 1951, Taylor Credit Union, serves more than 7,700 members from Taylor, Clark, Price, Marathon and Lincoln counties. TCU is committed to making a positive difference in the lives of the members and the communities served. With over $80 million in assets, TCU is the only local full se

Evolution Wealth Advisors is a Registered Investment Advisor with the SEC (however, our registration as an investment advisor does not imply any level of skill or training) managed by a group with over 20 years of experience in the Asset Management Industry. Originally from South America, our team

Carefull is a new company building digital services for financial caregivers. Their goal is to make it easier to support our aging parents and to help families make better financial decisions together.

At MSB, our mission is to support businesses with personalised financial services that go beyond traditional expectations. We exist to create a world where companies can operate as seamlessly across borders as they do within them, by combining cutting-edge fintech with meaningful human connection. A

Heywood has successfully driven quality pension administration outcomes for almost 50 years. Our mission is to make pension management simple, seamless and stress-free. Data and innovation drive our technology-enabled solutions; we aim to transform how members navigate their financial journeys and

The Card Company is a pioneering consumer payments platform, dedicated to delivering innovative, value-driven financial solutions tailored to the needs of modern individuals and families. Our mission is to simplify everyday financial transactions while fostering responsible spending habits and promo

FINANCIAL WELLNESS BEGINS WITH EDUCATION The College Tuition Benefit, CTB, is a financial wellness benefit that employee benefit and financial services companies use to reward their customers. These Financial Partners believe they can best assist their customers families achieve personal and profess

BrightRock's needs-matched financial services products can precisely match your needs, through every step of your personal money journey. We provide life insurance cover to individuals, as well as a funeral insurance offering for funeral businesses. When you think about your money, you’re actually

We are a comprehensive global platform that aligns capital curation and insights around an increasingly critical economic segment called Entrepreneurial Households. We’re building 50+ bluechip companies dedicated to meeting the needs and aspirations of Entrepreneurial Households. In 2024, Entrepren

LGIP is an asset manager & wealth advisor, based in Geneva, Switzerland, established in 2007 and licensed by the banking regulator FINMA. We serve private clients, family offices and institutional investors of Switzerland, Europe, Asia & Latin America. We manage award-winning funds in Cayman & UCITS

Our Vision and Values At Sovereign Global, we guide clients to financial success with integrity, trust, and transparency. Our client-centric approach delivers personalized solutions driven by innovation and market insights. Our Expertise Spans Across Different Verticals: •Debt Capital Marke

NorthAvenue is a women-led, women-owned wealth management company, based in Columbus, Ohio. Our team is highly trained to look at your financial situation from all angles, providing comprehensive, tax-based strategies for building and managing wealth. We want you to be confident in your choices to s

We help individuals and businesses find their way through tough financial situations. As a boutique restructuring, insolvency and advisory firm, we focus on delivering calm, clear advice when it matters most. From formal appointments to informal guidance, we work to ease pressure, restore confidence

Shikiar Asset Management, Inc. is a 100% employee-owned New York based registered investment advisor. The highly seasoned and stable team at Shikiar has over 100 years of combined industry experience. The Firm seeks to provide positive returns for clients while limiting risk through consistent and

Empowering credit unions to lead—not follow—in a digitally driven world. Credit Unions were built to serve. But too often, their technology keeps them stuck in place. At Vyrdia, we believe the systems that support your mission should be as dynamic, intentional, and community-centered as the credit u

Whether you're a First Time Investor or a Portfolio Investor, at Refyne our vision is to be the trusted partner on your journey to securing your dream home or investment property.

At Aristia Wealth Management, we provide bespoke investment management, financial planning, and wealth management services tailored to the unique needs of our discerning clientele. Rooted in principles of integrity, stewardship, and service, our mission is to offer unparalleled knowledge and excepti

We have been helping retirees and pre-retirees develop tailored strategies to meet their retirement needs and goals since 2005. We are proud of these opportunities to work with so many bright, savvy, forward-thinking individuals as they make plans for some of the best years of their lives.

ODOTRACK is a tax tool tailored to the needs of workers on the road and the perfect solution for anyone using a vehicle to earn an income. ODOTRACK maintains an automated travel logbook in compliance with government regulations. In addition, it offers various features such as tracking, taxation a

Our Team provides Portfolio Management, Retirement Planning, Estate Planning, and other financial services. We help our clients attain a "Work-Optional" lifestyle. If you think your tax, retirement or investment planning could be BETTER than it is right now, read on… 👉🏼why the differe

CFA Society New York—formerly New York Society of Security Analysts (NYSSA)—is a financial services forum and provider of professional education and career development to Wall Street. Founded in 1937 by value investing pioneer Benjamin Graham, CFA Society New York is a not-for-profit corporation a

Wüstenrot: ein starker Partner. Maßgeschneiderte Lösungen machen Wüstenrot zum verlässlichen Partner, wenn’s ums Sparen, Finanzieren, um sichere Vorsorge und die Absicherung geschaffener Werte geht. Wüstenrot zählt mit rund 1,7 Millionen Kunden zu den größten und führenden Finanzdienstleistern in Ö

We are a member of Osaic Wealth Inc. a national network of independent firms with the experience and resources to help meet the needs of our clients. Our main office is located in Melville, NY with affiliated offices located in Florida, Michigan, Arizona, Georgia, and North Carolina. We provide wea

Above Lending offers easy and transparent tools to assist our clients in achieving their personal finance goals and gaining debt control.

Collective Influence is the parent company of industry leaders in mastermind networking, small business development, and tax-free retirement education. It is changing the way small businesses perceive financial success by helping them break the bonds as financial contributors to becoming financial c