Personal Finance

A Rio Claro Investimentos é uma gestora independente de investimentos que tem como missão proporcionar aos seus clientes um planejamento financeiro claro e de longo prazo, visando gerar tranquilidade e prosperidade em suas vidas. Acreditamos que a transparência e a ética são valores fundamentais par

Encore Investment is designed from the ground up to put clients first. We are an independent, fiduciary financial advisor who takes an in-depth, comprehensive, and planning based approach to helping you meet your financial goals. PCM Encore grew out of the multi-billion family office of Michael Pau

lendingplate is India's new age digital credit provider with its headquarter in Delhi. Founded in 2022, we are a 24x7 financial technology platform that offers instant personal loans online to salaried millennials in a safe and hassle-free way. lendingplate is the brand of Unifinz Capital India Limi

Becker Capital Management provides a range of investment management solutions for high net worth individuals, families, nonprofit organizations and institutions. The firm employs 37 individuals from offices in Portland, Oregon; Bend, Oregon; and Seattle, Washington and manages $4.8 billion* in asset

The Converse Team specializes in providing independent fiduciary guidance and wealth management services to businesses and individuals. We offer expertise in tax planning strategies through investment related vehicles, taking pride in turning complex topics into easily understandable and actionable

Avant Money provides personal loans, credit cards and mortgages to over 200,000 Irish customers. Employing more than 300 people across Carrick-on-Shannon and Sandyford in Dublin, Avant Money has operated in Ireland for close to 30 years and is one of Ireland’s fastest-growing financial services comp

Olifan Group, votre partenaire en stratégies patrimoniales et en investissements s'engage à vos côtés pour optimiser votre patrimoine. De la constitution de votre patrimoine à sa transmission future, en passant par les préoccupations liées à la retraite et à la vulnérabilité, nos équipes vous accomp

AllGen Financial Advisors, Inc. is an independent fee-based Registered Investment Advisor (RIA) firm committed to helping individuals, families, and small business owners maximize their financial resources. We are a team of trusted fiduciary advisors and financial coaches, each having an area of exp

Estate Capital Financial Management is a firm of chartered independent financial advisers providing financial planning and investment management to a wide variety of clients. Whether private or corporate, we aim to meet all our clients’ lifestyle and financial objectives. We consistently build p

Our founder, Drew Horter, began in the financial industry in the 1980s, leading to the establishment of Horter Investment Management in 1991. We are proud to be one of the few homegrown registered investment advisory firms from Cincinnati, OH, and we are proud of our midwestern roots. At Horter, we

Titan Financial Brokers are a consultancy and sales agency specialising in the domains of retail banking product third party sales, business banking solutions & mortgage consultancy operating in the UAE. We are partnered with banks and institutions within the UAE and have strong ties to the UK mar

CCR is a wealth management firm that provides thorough, customized financial planning solutions and strategic, disciplined portfolio management to individuals, corporations and institutions. Our team is your personal advisor, empowering you with long-term wealth strategies, individualized financial

Rosso Financial Group is an independent financial services firm located in Shrewsbury, NJ. At Rosso Financial Group, we focus on our clients and are committed to providing prudent investment advice, financial planning, insurance solutions and creating customized portfolio strategies. We provide our

Als unabhängiger Schweizer Vermögensverwalter erarbeiten wir Lösungen für den nachhaltigen Vermögensaufbau nach Ihren Wünschen und Werten – sorgfältig ausgeführtes Handwerk aus unserer kleinen, feinen Werkstatt. Unser Handwerk sind individuell zugeschnittene Vermögensverwaltungsmandate von vermögen

Integrity Bank – Houstonians Trusted Community Bank We are excited to introduce Integrity Bank, a new community-focused bank dedicated to providing personalized financial services to the thriving Houston community. As a locally-owned bank, we understand the unique needs of our neighbors, businesse

We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by our pro

CardLift is a platform that helps credit card issuers increase their cardholders' utilization rate.

We are an elite team of Private Wealth Advisors who collectively serve as our client’s personal CFO. We work with a select group of business owners, executives, specialty professionals and their families who have complex financial lives. If you’re like many of the successful people that we work wi

Putting investors first since 1975: We sell high-quality investment products at the lowest possible price. This is the core of our investment philosophy because we think it’s essential to your investment success. Unique structure: Vanguard was founded on a simple but revolutionary idea: that an in

Rankia.com, con sede en Valencia, es la principal comunidad financiera española independiente con más de 500.000 usuarios registrados. Los usuarios registrados pueden seguir su cartera de inversión en la web, participar en los foros, valorar productos y entidades financieras, publicar su blog y com

At FAS Wealth Partners we look beyond the numbers to see the full picture, the whole person, and the primary purpose of your money. We specialize in financial planning and tailored investment solutions within a personalized, concierge experience: our experienced advisers/CERTIFIED FINANCIAL PLANNERS

In a world that's constantly changing, one thing remains constant: the importance of protecting yourself and your loved ones from life's uncertainties. At Salaam Family Takaful Limited, we understand the value of financial security and peace of mind, which is why we're proud to be the first digital

At Myne, our passion is to significantly improve your financial well-being and ensure the protection of your wealth. Our platform is designed around four key pillars to assist you in tracking, managing, expanding, and safeguarding your assets. We offer seamless connection to your financial life, in

Portu je první investiční platformou svého druhu v Česku. Nabízí moderní a efektivní způsob investování pro každého. Začít můžete už s tisícem korun a my vám poskládáme globálně diverzifikované a profesionály spravované investiční portfolio na míru. Od svého vzniku v roce 2018 má Portu již více než

We are an independent multi-family office serving affluent families and institutions

My mission is to serve you and help you attain Financial Freedom! If you are looking to purchase a home, refinance, renew or invest in real estate, let's connect.

We provide solutions to the FinTech and financial services sector, offering a partnership that delivers more than a piece of software. theidol.com is a disruptive technology company based in Penrith, Cumbria, on the edge of the stunning Lake District National Park. We’re an authorised intermediary

We help people achieve their financial goals through AI-powered conversation. Plan for retirement. Build an emergency fund. Eliminate debt. Create an estate plan. Any time. Anywhere. All from a single messaging interface.

THERE'S MORE... The business of financial services and solutions is about more than filing a tax return, preparing a balance sheet or a cash-flow statement. It's more than just numbers or a necessary evil. At least it can be. It should be. Since our beginning in 1977, a single philosophy has underg

We offer a team approach to financial planning, offering you a broader scope of expertise than you will likely find in any one person. You are our priority. Important Disclosure Information: http://raymondjames.com/smicd.htm 1776 Financial is not a registered broker dealer and is independent of R

Knomee: Turning Client Discovery into Growth for Wealth Management Firms - Knomee is a cutting-edge client discovery platform designed for wealth management firms looking to deepen relationships, enhance personalization, and drive business growth. Our behavioral finance-driven technology empowers

The first bank to be organized in Lockhart, Texas, the First National Bank of Lockhart was opened April 15, 1889 by James G. Burleson. Burleson was the brother of cabinet member and Postmaster General Albert Sidney Burleson. The board of directors included many of the men that played an important pa

At Gladstone Wealth Partners, we strive to give the best service in all financial matters. We will guide your planning (financial, tax, strategic, and philanthropic), investment management (asset allocation, risk management, investment due diligence and analysis, discretionary asset management and

Fineco Asset Management is a premier asset management business owned by FinecoBank. We were incorporated in 2017 and our founding mission was to establish a firm that is a centre of excellence for advisory solutions. We create, manage & deliver Fund of Funds and Single Strategies in a timely, eff

Bridgeweave is founded by accomplished professionals with decades of experience in the Financial Services and IT industry. The company was established in 2017 and in just a short span of time, has become one of the niche fintech start-ups in the world in the wealth management space. As a vertical

Forecast your financial future with short and long-term goals! Integrate your finances and take control of your life through our cutting-edge planner!

Viola Private Wealth marks a new chapter in wealth management for high-net-worth individuals and families. With decades of experience and a client-first ethos, we specialise in simplifying complex financial matters and actively managing your wealth. We maintain a high standard of systems and infra

The team at Heckman Financial and Insurance Services strives to lead their clients to and through a 𝘞𝘰𝘳𝘳𝘺 𝘓𝘦𝘴𝘴 𝘞𝘦𝘢𝘭𝘵𝘩® Retirement, by providing objective and comprehensive advice and helping them to create strategies to: 🦺 PRESERVE their assets ⬆️ INCREASE income ⬇️ REDUCE taxe

RSSA® is at the forefront of providing specialized Social Security education and technology solutions to financial professionals, institutions, and consumers. We empower advisors with the knowledge and tools to help their clients maximize their Social Security benefits – and the tools to build a rob

Our mission at WestPoint Financial Group is simple. We are dedicated to educating our clients to help them fulfill their financial goals. We offer relevant experience, personalized attention, and outstanding resources. Our financial and insurance associates listen intently, recommend thoughtfully

Stavíme českou banku. Tvoříme jedinečný typ otevřené poradenské banky. Spojujeme fintech bankovnictví a osobní poradenství v jednom.

This member-owned company provides financial services and savings products mainly for farm owners, agricultural businesses and the forestry sector. However, Landshypotek Bank is also now offering competive savings accounts for general retail bank customers.

The Financial Planning Association® (FPA®) is the leading membership organization for CERTIFIED FINANCIAL PLANNER™ professionals and those engaged in the financial planning process. FPA is the CFP® professional’s partner in planning by helping them realize their vision of professional fulfillment th

Welcome to East Wisconsin Savings Bank! Our Mission is to enhance the growth and well-being of our members and the communities we serve since 1887! We have 5 locations for your convenience: Kaukauna - 109 W 2nd St, Kaukauna, 54130 766-4646 Little Chute - 1805 E Main St, Little Chute, 54140 759-0

Don’t leave your heirs a mess to untangle. Secure your legacy and organize your affairs with Estate Kit. Our solution integrates a stylish case and a secure online vault with bank-grade encryption together in one comprehensive Estate Kit to store and access your original will, legal documents, passp

Blue Rock Financial Group is a registered investment advisor. Blue Rock Financial Group provides investment advisory and related services for clients nationally. Blue Rock Financial Group will maintain all applicable registration and licenses as required by the various states in which it conducts bu

We are an independent insurance agency from Buffalo, NY. Our talented agents, and the renowned companies we work with, help us to beat the competition. Whether it be insurance for your home, automobile, or your business...we can find the right company to fit your needs with the best coverage possib

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

LIO Insurance is a specialized commercial insurance carrier that offers specialized commercial package products.

Generation Capital (www.generationcapital.com) is a private wealth and investment management firm based in Toronto. We seek investment opportunities that provide risk-adjusted returns consistent with our overall investment principles and financial goals. We focus on activities that will provide long