Personal Finance

Established in 2014, Athena Wealth Planning is here to provide clear, independent financial planning and advice tailored to your individual and business needs. Athena truly puts your interests first and holds our, and your, core values at heart. We are proud to be Chartered Financial Planners and

Farmers Life Insurance Company (“Farmers Life”) was founded in 1997 as a small credit life and disability insurance company and has flourished by providing secure insurance products that address a growing number of diverse consumer needs. In a fast-paced industry, we strive to deliver best-in-class

Fidelity Securities Limited (FSL) was incorporated in Ghana on 28th September 2004 originally under the name Fidelity Asset Management Limited, as the asset management subsidiary of the Fidelity Group (Ghana). FSL is licensed and regulated by the Securities and Exchanges Commission, Ghana and is in

My Boss Financial Solutions empowers individuals and business owners with the funding they need to grow and succeed. From personal and business funding to credit repair and coaching, we provide tailored financial solutions to help you achieve your goals. Whether you're looking to build credit, secu

Sims Investment Management - We are dedicated to providing investment management and strategic wealth planning to clients looking to grow their assets responsibly. Simply put, we strive to be our client’s trusted advisor. As a financial advisory firm, our primary focus is to provide unbiased opinion

Die SIGNAL IDUNA Asset Management GmbH mit Sitz in Hamburg wurde 2003 gegründet und ist ein Unternehmen der SIGNAL IDUNA Gruppe. Sie managt und koordiniert alle Aktivitäten im Portfoliomanagement für die einzelnen Unternehmen der Gruppe. Die verwalteten Vermögenswerte belaufen sich auf mehr als 44

Keystone Financial Services’ mission is to provide unbiased advice and guidance. We bridge the gap between knowing and doing in the financial lives of our clients. Our core strength is our team, who has over 80 years of industry experience and is committed to superior client service. Keystone Fina

Freedom Finance Australia is an enthusiastic team helping our clients "live their best life" We are a team of leading financial experts in the areas of superannuation, insurance, taxation, investment and lending. Our aim is to help you achieve Financial Freedom! We pride ourselves on delivering ex

The future is no more uncertain than the present. Let's start a conversation... Mission: • A safe environment for you to talk about money • A filter against the noise and chaos of the financial markets • Direction and implementation of complex, inter-related planning strategies • Objectivi

Summit Life Group is an innovative platform that connects consumers directly with licensed professionals in the life insurance and retirement space. Summit Life Group trains and supports independent agents who want to sell primarily over the phone. SLG supports both part-time and full-time, top

Inception Financial is the premier clean energy finance platform for private clients seeking to mitigate their tax liability and enjoy long term yield. In partnership with family offices, financial advisors and tax professionals, we repurpose our private clients’ tax liability to preserve and grow

Young, fun, and not your average realtors, this power couple is driven by a passion for real estate and financial education. After relocating from Buffalo, NY in 2013, San Diego has truly become "home" for John and Melissa and nothing gets them more excited than selling in a city that they love. Si

Welcome to my Audacia, where luxurious living meets wealth building. 🎖️900k sq. ft. Delivered | 1000+ Audacious Clients. Get started👇🏽

We founded Liberty Capital Services after graduating from Ohio State University with degrees in finance. As financial planners, we could have remained in the traditional private banking industry, but we decided to embark on a new venture to create a mortgage consulting service like no other. Our vi

Perccent is on a mission to become India’s most trusted and user-friendly wealth-tech platform, with a core focus on empowering first-time investors and salaried professionals in under-served regions.

Monenti Partners provides bespoke financial planning to support you through some of life’s biggest transitions, including: - Retirement planning - Building, protecting, and inheriting wealth - The sale of your business - Personal or commercial property sales - Divorce. Our financial planners ta

Fortis Capital Advisors is a comprehensive financial planning firm that offers wealth management solutions, protection, risk management, Estate planning advice, and solutions to address your present and future financial needs. The genesis of our name represents our main objectives. Through our kno

At Waves Advisory Group, we specialize in recruiting and executive search for boutique wealth management firms. Our focus is on proactively hunting passive, top-performing talent. We connect firms with exceptional professionals across advisory, client service, operations, and administrative functio

Uno Finans er en nyetablert finansagent som formidler lån til privatpersoner. Ledelsen og styret har lang erfaring fra relevante banker og fra låneformidlere. Vi er i stor grad eid av de ansatte. Vi formidler lån, forbrukslån, refinansiering og boliglån. Det betyr at din søknad hos oss vil bli pre

At Right Away Lending, we envision a financially inclusive world. Understanding that each customer is unique, we offer tailored lending solutions. We believe in personalized attention for your financial success, using our industry knowledge to secure the best loan for you. Our network of over 100 i

We are a boutique litigation personal injury firm that handles car accidents, trucking accidents, boating accidents, motorcycle accidents, and forklift accidents. We excel at making the client experience one that will never be forgotten. At this firm, the client comes first and we make sure that we

We provide financial services firms and their professionals with a proprietary, innovative AI-powered platform that better personalizes and deepens human connections at scale. We believe that when people can express how they think and feel about their money, they are more empowered, engaged, and ope

FreedomPath is an all encompassing financial wellness platform designed by leading experts in the financial services space to help everyday individuals – not only the economic elite – embark on their journey to financial health. The proprietary stack of financial technology will guide consumers to

Montfort is a leading IFA firm specialising in global financial planning. Established in 1995, the firm pioneered cross-border solutions across pension planning, personal finance, investments and associated tax efficiency. Today Montfort stands proud as one of the first UK providers of independent f

Gather Federal Credit Union provides financial products and services to more than 36,000 members of Kaua'i and Ni'ihau. With assets of over $641 million and combined membership savings exceeding $575 million, Gather FCU is the largest neighbor-island credit union in the state of Hawaii. Gather FCU i

At True Wealth Advisory Group we have been partnering with families and individuals for over 28 years to help them make smart choices about their money and get what is truly important to them. We begin our process by helping you create your Personal Financial Roadmap™. Your Roadmap provides you wi

We guide individuals, families, and small businesses as they Zero In on their financial goals. We believe that in order for you to win with money, you must: Prayerfully Plan, Demolish Debt, Cancel Credit, Increase Inflow, Optimize Outgo, Strategically Save, and Generously Give. As the relationship

Accepty provides technology to enable businesses to easily display instant, customer eligibility checked, real APR personal loan quotes from an extensive panel of leading UK lenders. Who do we work with? - Comparison sites, loan brokers, finance apps, lenders and banks wanting single point access t

At Tua we're blending humanity and technology to make affordable financial products accessible to all. We provide a suite of financial products to essential service businesses, including TuaCommercial for merchants to get the financial partnership they need to grow their business; and TuaPay for bus

Edu Cash is the easiest way to finance education expenses in Egypt. We strive to provide the best educational opportunities at the lowest cost in Egypt. Edu Cash is working with the latest technological systems to connect financial institutions, educational institutions, and parents.

At Prosperous Financial Planning we believe that sound financial advice changes lives. Studies have shown financial planning benefits those of all income levels. What is best for you is the heart of our entire business, it’s the question we ask ourselves daily and at every stage of our process. What

Affinity Ghana Savings and Loans is a digitally-driven financial institution providing affordable and accessible financial products and services to individuals, micro enterprises and SMEs. Affinity Ghana is fully licensed and regulated by the Bank of Ghana, and currently offers 3 products: Affinit

GPS Wealth is all about making a difference in the lives of our advisers, referral partners and their clients through the simple steps to business and financial success. GPS Wealth is a specialist financial services dealer group based in Pitt street, Sydney. We provide best practice tools and resour

Paige, in partnership with trusted financial institutions, offers a secure, digital-first solution that transforms how individuals, families, and businesses manage their wills, essential documents and estate plans. This easy-to-use platform allows anyone to create a legally valid will in minutes,

At Dive Money, we’re a team of creative, driven, and ambitious individuals on a mission to reshape how GenZ invests. Dive is as intuitive as your favorite playlist—designed to make investing simple, fun, and personalized, with no complicated jargon. From goal-based investing in digital gold to AI-

OMNI Healthcare is a financial service company that helps medical providers improve their patient base and cash flow.

Arimathea is where investing without moral compromise meets sophisticated investment management. No longer must Catholics choose between our faith and finances. With our diversified, purpose-built allocations, you’ll own professionally managed portfolios without moral compromise.

Since 2005, WorldofMoney.org has been at the forefront of providing transformative financial education to the youth in the Tri-State area of New York City. Recognized by AOL Impact as one of the top 10 non-profits in the nation for effecting powerful change, we are committed to empowering underserve

Encompass Group is a collective of companies committed to guiding business owners and high-net-worth individuals. Through each company, we provide unique and innovative solutions in non-traditional financial planning, asset preservation, and business advising. We help clients go beyond conventional

マニュライフ生命は、1887年にカナダで創立された大手金融サービスグループ、マニュライフ・ファイナンシャル・コーポレーションのグループ企業です。 当社のミッション「あなたの未来に、わかりやすさを。」のもと、長い歴史と安定した実績、グローバル企業の強みを活かしながら、お客さまに経済的保障や資産運用、資産形成のための商品やサービスをご提供しております。 私たちの中心にあるのはお客さまです。これからも、当社が掲げるカスタマー・セントリシティ（お客さま中心主義）を推進し、人生100年時代を生きるお客さまが、より簡単に最適な保障を選択し、より良い毎日を送るためのお手伝いをします。 プランライト・アドバ

Supporting the Offices of the CFO / Financial Executives, Controllership and Investor Relations (both public and private companies) through project-based engagements. Private Companies: Specializing in the unique needs of Alternative Investment firms in the Private Equity/Credit, Venture Capital,

BitGenix is a forward-thinking wealth management firm with a mission to deliver bespoke wealth preservation and investment plans. We operate on a unique synergy of listening, understanding, analysing, & taking action, shaping strategies exclusively for you. Our approach isn't just reactive; it's de

At Haven, we specialize in tax planning and filing for individuals in the tech industry. Our expert tax professionals, equipped with cutting-edge software, ensure your tax needs are handled with precision and efficiency. Discover a seamless, stress-free approach to managing your taxes with Haven.

All great relationships are built on trust. When it comes to finding a partner to help you manage your wealth, the decision is as personal as it is financial. It’s about more than expertise and services. It’s an understanding that you’ll be treated like a member of a family. As a multi-family office

Plata is a Fintech lending company with big plans to do, and to treat people differently in the personal loan sector. Plata offers affordable unsecured loans from £2000 to £25,000 tailored to suit each customers individual circumstances. Plata goes the extra mile to ensure every step of our loan pr

Family Office Resource Group (FORG) empowers wealth management firms to deliver tailored family office solutions. We enable financial advisors with the tools and support to: · Provide superior client services · Stand out in a competitive market · Offer a more holistic, comprehensive wealth manageme

Introducing a tailored US credit card solution for Latin American residents with US assets: Enjoy the benefits of American financial services seamlessly, without the traditional barriers, designed specifically to cater to your transnational lifestyle.

Our mission is to provide our policyholders, community, friends and family the opportunity to realize their hopes and dreams through State Farm products and financial services. We are committed to making a positive difference in their lives. State Farm offers incredible auto, home, life, health and

Abyan is a robo advisor targeting the complete automation of investment and saving.

WE ARE A 100% INDEPENDENT MULTI-FAMILY OFFICE. WE HAVE A SINGLE FOCUS: YOU. A HETEROGENEOUS TEAM - with years of experience in Private Banking and Wealth Management - uses its combined intelligence to offer you the BEST SOLUTIONS. We know that each PATH is different and unique, therefore we canno