Personal Finance

Explore 3,663 companies in Personal Finance

BitGenix

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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


Brainvest Brasil

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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


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.


WeShareBonds

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WeShareBonds is a operator of a global crowdfunding platform designed to offer funds for small and medium-sized enterprises.


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


AZ Does Taxes

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For over 9 years, AZ and team have helped small businesses and families optimize their finances through expert bookkeeping, payroll, and tax services. We partner with clients to minimize risk, ensure compliance, and develop deeper insights into both personal and business finances.


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


Karta

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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.


InsuranceWebX

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InsuranceWebX is an online avenue for insurance and financial professionals to grow their business. Agents and Advisors have the opportunity to join exclusive InsuranceWebX Insider Web Classes hosted by some of the most successful mentors and insurance producers in the industry. Once an Insider, age


Marketplace-Company.com is a platform that empowers minimum wage earners by providing access to financial products tailored to their needs and life stages. Our mission is to include India's marginalised workforce, helping them live better lives and achieve financial stability.


Finance Solutions was founded by Ken Murray with the specific aim of providing clients with clear financial advice they could trust. Ken is a Qualified Financial Advisor with over 15 years’ experience across a broad range of products services in the financial services sector. Ken and the team at Fin


ElektraFi

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Financial stress is one of the leading challenges facing employees today—and it’s no coincidence. Traditional financial institutions profit from complexity, manual effort, and fragmented systems, leaving people overwhelmed, uninformed, and vulnerable. This systemic neglect fuels financial inequality


RFG Wealth Advisory is a company based out of 130 Old Town Blvd S # 100, Argyle, Texas, United States.


Lutz Grow

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Our mission at Lutz Grow is to facilitate personal and financial growth by honing sales skills and creating passive income streams. Through tailored guidance and practical strategies, we help individuals transform their financial legacies and achieve sustainable success. We believe no one is self-ma


401(k) plans designed to be low cost and easy to setup for any size small business. ShareBuilder 401k brings together digital ease with great service to help you save more for retirement and on taxes too. Our mission is to Lead Americans to Save. We believe everyone can be a Saver, and we're deli


Founded in 1999, Elevation Wealth Partners (formerly ZRC Wealth Management) is a Northern California based fee-only and Fiduciary Registered Investment Advisor that serves discerning investors across the United States and across the globe. Our mission is to help individuals and families achieve thei


S-Kreditpartner

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Wir sind der Kreditspezialist der Sparkassen. Als zentraler Verbundpartner wollen wir die Marktposition der Sparkassen im Bereich Auto- und Konsumentenkredite nachhaltig stärken. Herausgeber: S-Kreditpartner GmbH Prinzregentenstraße 25 10715 Berlin vertreten durch die Geschäftsführer Heinz-Günter


Financial Resilience Institute is a non-profit organization and the leading independent authority on financial well-being in Canada. We're working to help improve the financial resilience, health and well-being of all Canadians and global citizens, and in particular more those who are more financial


A Fresh Approach To Your Finances At Sanctuary, we’re here to help you take control of your money with clear, simple and solid financial solutions that will allow you to take control of your finances and make your money work for you and your future. Established in 2015, our aim at Sanctuary is to


🦁 𝗔𝗙𝗥 𝗙𝗜𝗡𝗔𝗡𝗖𝗘𝗠𝗘𝗡𝗧 Bienvenue sur la page officielle du réseau !


Optimist Capital

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Optimist Capital LLC a Registered Investment Adviser (Fiduciary at all Times), offers comprehensive Wealth Management, including Portfolio Management, Retirement Planning, Estate Planning, and Risk Management. As implied by our name, Optimist Capital focuses on an optimistic, client-centric approach


Supporting our members and the communities we serve is at the heart of everything Winnebago Community Credit Union does. As your trusted financial, we focus on providing you with better rates, less fees, excellent services, and a friendly team so you can turn your dreams into financial goals which t


SimplyTrust

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Estate planning for nearly every American family.


Klingman and Associates, LLC is a comprehensive wealth management company that provides financial planning services and independent investment advice to high net worth individuals and their families. We work with an extensive network of legal, insurance and tax professionals to provide one cohesive


Lavoriamo nel cuore della città da oltre 50 anni e, grazie alla nostra Squadra, siamo tra le Agenzie Generali più performanti d'Italia. Il nostro valore: le 𝘀𝗶𝗻𝗴𝗼𝗹𝗲 𝗽𝗲𝗿𝘀𝗼𝗻𝗲 , un team di colleghi che opera per mantenere il più alto livello di 𝗲𝗰𝗰𝗲𝗹𝗹𝗲𝗻𝘇𝗮 𝗲 𝗽𝗿𝗼𝗳𝗲𝘀𝘀𝗶𝗼𝗻


HeirWealth

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HeirWealth is the complete wealth register for high-net-worth families in Australia and the UK that want harmony and a timeless legacy. Our platform offers individuals, families and professional advisers with a centralised living wealth register, encompassing over 40 diverse asset types—from collec


Promus is a multi-family office that helps families preserve and grow wealth through the design and implementation of thoughtful investment strategies. With deep expertise in both traditional and alternative asset classes, Promus strives to provide families with access to superior investment manager


Whizmo

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Whizmo is your all-in-one mobile money solution symbolizing the essence of financial democracy in the United Arab Emirates. It is a service offering from Whizpay Technology LLC, licensed by The Central Bank of the UAE. What truly makes us an ‘all-in-one’ solution is that we combine every aspect of y


Layton Mortgage

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Welcome to Layton Mortgage, where your financial dreams and career aspirations come to life. We're not just another mortgage company; we're a community of professionals committed to making a meaningful impact on your life journey. Whether you're looking to secure your dream home or advance your care


Sax Wealth Advisors, LLC is an independent registered investment advisor offering financial services built on trust, integrity and meaningful client relationships. As a wholly owned subsidiary of Sax LLP, a leading accounting, tax and advisory firm in the New York tri-state area, we provide a wide r


TradingKey

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TradingKey is a one-stop financial markets platform that is dedicated to helping provides investors and traders with the right tools and insights. Our purpose is to help you make smarter and more informed decisions.


Domofinance

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Au cœur des problématiques actuelles de maîtrise de l'énergie et du respect de l'environnement, Domofinance est le résultat de l'alliance de deux grands groupes leader de leurs domaines respectifs : l'énergie pour EDF et la finance pour BNP Paribas Personal Finance. EDF, leader européen de l'éne


Finance Division, Ministry of Finance, Government of Bangladesh


Diversify

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Diversify, Inc., and the Diversify group of companies, provide investment, wealth management and insurance services to clients located throughout the western United States. Founded in 2004 by Daniel J. Luke and Ryan O. Smith, Diversify, Inc. offers a personal, independent and diversified approach to


Korhorn Financial Group, Inc is family of three integrated businesses that serve large portions of Northern Indiana and Southwest Michigan. Services include: Financial Planning, Insurance, and Tax and Business Services. Founded by Kevin Korhorn in 1994, Korhorn Financial Group strives to serve God b


Perlib

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Expert de la gestion de patrimoine pour tous. Chez Perlib, bénéficiez d’une expérience digitale et d’un suivi sur-mesure. Les conseillers Perlib vous accompagnent dans tous vos projets de vie. 📈 Fructifier son épargne 💼 Préparer sa retraite 🏛️ Investir dans l'immobilier 💸 Optimiser sa fiscali


WealthPoint, LLC

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WealthPoint was founded on the belief that all too often in planning, entrepreneurs and affluent family groups are asked to make big decisions lacking the raw material they need to make great decisions. We believe that both the client and their longstanding, inner-circle advisors can sense something


CompareCredit

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Compare Credit is an independent financial comparison service that empowers individuals to make informed decisions when it comes to credit cards. Our platform makes it easy to compare and analyze various credit card options, allowing users to find the best fit for their needs within minutes. We pri


Z-First

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Our team works closely with you to ensure you get access to funds when you need them. We stand with you in your quest for increased profitability, continued growth and success and for you to manage unexpected expenses. We work with individuals, businesses/ companies/ shops to understand lending opti


At Linden Thomas & Company, our mission is to provide clients with the most efficient path to wealth accumulation, retention, and transfer of assets. We do this by creating and implementing strategies tailored to the unique financial goals of each client. We are driven to provide clients with unclut


Coastal Bridge Advisors is a private wealth management firm designed to help you enjoy the rewards of your hard work, now and in the future. Our process is simple, comprehensive, and customized to your unique needs. We start by listening, working closely with you to help identify what you want, bot


Shriram Finance is the country’s biggest retail NBFC offering credit solutions for commercial vehicles, two-wheeler loans, car loans, home loans, gold loans, personal and small business loans. We are part of the 50-year-old Shriram Group, a financial conglomerate that has emerged as a trusted partne


Zodot

1 follower

Zodot is a SaaS productivity platform designed to streamline and optimize various operational aspects for freelancers, software teams, lawyers, entrepreneurs, solopreneurs and small businesses. By integrating multiple business functions into one seamless platform, Zodot helps streamline workflows, e


Blenkhorn Kirkwood Financial Planning is a privately owned, self licensed financial planning practice dedicated to providing a superior level of personalised advice and services to our clients. We’ve been providing financial advice to clients from all walks of life for over 20 years. Our business i


Franc

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Franc is a digital wealth platform helping more people invest more.


At Chelsea State Bank, we understand you have many banking choices. Our customers choose us for a few simple reasons. We value Your Money. The staff at CSB truly appreciates that you trust us with what you work so hard to achieve. We treat every customer – and their every dollar – with the integ


Our firm provides tax, accounting and wealth management services tailored to individuals, families and businesses' unique financial needs. Our CPAs, tax professionals and financial advisors aim to maximize your opportunities while minimizing your tax liabilities by offering you a complete financial


Lumina Learning

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It's our mission to empower the individuality of people, teams and leaders to be their best. We're helping organisations unbox the full potential of their performance. We're banging the drum to lead the revolution in personal development with more interactive, inclusive and accurate self-improvem


Fidem Financial

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Fidem Financial is a team of industry experts with over 250 years collective experience in all aspects of credit card and consumer lending, including product design, underwriting, pricing, marketing, portfolio acquisitions, and management. We purchase existing assets in consumer finance across prod


White Sands Federal Credit Union is a member-owned, not for profit financial cooperative committed to the financial well-being of its members. White Sands Federal Credit Union was chartered in 1952 and has offices in El Paso, Texas, Las Cruces, Truth or Consequences and White Sands Missile Range, Ne