Personal Finance

CUSTOMIZED FINANCIAL EDUCATION. GAME ON. At Shark-Wise, our mission is simple: to empower all those seeking a good night’s sleep through financial wisdom. We are driven by one question — how can we help you and your business or organization achieve financial peace of mind? We provide tailored fina

ARI Financial Group is a boutique financial firm specializing in advanced life insurance concepts and Premium Financing services designed to help grow and conserve wealth through customized solutions, personalized service, and creative planning.

Main Street Wealth Management LLC, is a comprehensive financial services firm that is committed to helping you improve your long-term financial goals and work toward your future success. We have over 100 years combined experience in helping individuals, families, and small businesses plan for the

We deliver tailored and integrated investment management solutions to high net worth individuals and their families. Our dedicated portfolio managers work with you and your trusted advisor to help organize your financial life and empower you to reach your financial goals. This collaborative approac

At MRM, we’re your advisor, not just your CPA or wealth advisor. We take a holistic approach that combines CPA and financial advisory services to help protect and grow your wealth. With MRM, your advisor is always available to answer questions, offer advice, and help you feel more confident in ever

Credit Mutuel du Senegal is a microfinance institution that offers banking services such as loans and savings.

Injured in a car, motorcycle, or truck accident at no fault of your own? Call Shapiro Law Team at (480) 573-9688. Now representing clients in Arizona and New Mexico. We believe everyone has a right to high-quality representation. That’s why our clients pay no fees until we win their case. Our team

A holistic approach to reaching your financial goals.

Invezz makes investing easy and effortless for everyone. We help people make better investment decisions by providing simple-to-understand, unbiased information, tools and services. Generally, we offer news, market data and educational resources within the stocks, cryptocurrency, forex and commodit

Wing Financial (SEC-RIA) is using proprietary technology to bridge the vast inequality gap for the 95% of Americans who can’t access the personalized financial guidance exclusive to RIAs and family offices.

At Country Club Mortgage, our mission is to set a high standard in the mortgage industry. We are committed to quality customer service - putting the people we serve first. Our goal is to carefully guide you through the home loan process so that you can confidently select the best mortgage for you an

Armalytix is a multi-industry Open Banking powered reporting tool which is transforming the way firms interact with their clients.

Single destination to manage your investment accounts. Financial Research platform to create, backtest, and manage stock and ETF strategies.

HK PFM is a white-labelled personal finance management solution, which is a fully customizable and secure wealth management product. It can seamlessly integrate into the bank’s existing core banking applications and helps banks maximize and optimize their revenues per branch, per customer and sell m

Better Impression helps tens of millions of unique B2B and B2C users from around the world make better-informed decisions online. Its engine of personalization learns the preferences of users and assists them in selecting the best online services. Its advanced matching techniques use big data analys

The National Association of Personal Financial Advisors is the nation’s leading organization of Fee-Only comprehensive financial planning professionals. Since 1983, NAPFA's ranks have enjoyed steady growth, operating under a strict code of ethics and our widely recognized definition of Fee-Only c

At Torch, we deliver financial clarity. We are dedicated to igniting a future where financial empowerment is accessible to all, transforming lives and fostering thriving communities. Our financial planning, analysis, and modeling platform, LUMINATE, delivers clarity to everyone, across multiple

Founded in 1997, Ascension Capital is an independent investment advisory firm based in Houston, Texas. For over 25 years, we have provided high net worth families and businesses with investment management, financial planning, and retirement plan services.

OAKK is zoals een stevige eik goed geworteld voor de toekomst. Mensen hebben in toenemende mate behoefte aan stabiele vermogensopbouw met persoonlijke begeleiding. Dat is het gevolg van de versobering van collectieve pensioenen en ook de lage rente enerzijds en het gebrek aan tijd en kennis over bel

Heritage Bank relationships are based on mutual trust, expertise, and accountability, which will allow the customers and community to prosper. They develop close relationships with their customers to recognize their needs and create customized solutions to enhance their success.

Advanto is pioneering on-demand pay in CEE markets.

JustFA is a comprehensive advice & investment platform. With JustFA, financial advisory firms in the UK can add online sales and servicing channels to become hybrid advisers and widen their customer base, improve efficiency and, ultimately, increase the longevity and value of the business. JustFA co

Audible Wealth Management is a full service wealth advisory firm based in the Washington DC metro area, that focuses on financial planning, investment strategies and insurance solutions. We aim to guide our clients toward developing and/or refining their financial plan. Audible Wealth values charact

Invest smarter, together. Investing is hard, confusing, scary, and expensive. Your access to the financial markets has never been easy. We have embarked on our journey with one sole mission - to make investing simpler with more insights and fun. Join our vision to build the future of investing.

As an independent financial firm, we take a full service approach to Financial Planning and Wealth Management in order to help people pursue their financial goals. Please visit our website, listed below for full disclosures. Third-party comments may not be representative of all customer experience

Augusta Precious Metals is a trusted gold IRA company known for its ethical approach and excellent customer experience. Money magazine recognized it as "Best Overall Gold IRA Company" in 2022, 2023 and 2024 and Investopedia awarded it for "Most Transparent Pricing" in the same years. Augusta is comm

YBR Aggregation, formerly Vow Financial, is an award-winning wholesale mortgage & finance aggregator that has over 1,200 mortgage and finance brokers nationally. Vow is one of the largest mortgage aggregators in Australia with over $50.2 billion of loans under management. In August 2014, Vow Financi

We love helping you manage your money!

My Concierge pampers you. We cater to our clients' needs and do whatever it takes to satisfy you and exceed your expectations. My Concierge and The Lavish Store (www.thelavishstore.com) deliver unprecedented attention to detail to its clients' needs. If you need personal air travel, we prov

When Apex Advice began over 30 years ago, the mission was simple - to improve Kiwis financial knowledge and help prepare them for all stages of life. From buying your first home, to getting set up early with KiwiSaver to protecting your assets and your families’ health, Apex Advice has been there t

Since 1976, the professionals at Certified Financial Group (“CFG”) have delivered retirement planning and asset management, providing peace of mind to countless families for a fee. CFG is one of the oldest and largest independent financial planning firms in Central Florida. Our CERTIFIED FINANCIA

Since our founding in 2004, we have taken pride in giving high-net-worth clients the benefit of a different approach. One founded on a commitment to objectivity, constant learning and a comprehensive understanding. We help you discover and achieve your objectives, identify and manage risks, then org

Reliable Insurance Agency offers individuals and businesses a full breadth of highly responsive services including all forms of insurance, financial planning, long term care (aka long-term cash), Medicare supplement as well as wealth management, estate planning, and annuities/IRAs. Our promise is “W

Redistributing wealth and financial education more fairly in society. We are a social impact organisation who works with the most visionary people and organisations to help individuals gain financial freedom and companies to invest in financial wellness. We gift our profits to your workers and also

Prequel is where the most ambitious teens learn 21st century life skills; taught through passion-led bootcamps hosted by leading experts. We believe that being able to manage your personal finances, grow an audience on social media, and build a business are core life skills required for success in

Arend & Markslag B.V. is een gespecialiseerd en onafhankelijk multi Family Office voor vermogende cliënten; privépersonen, families en gelieerde holding- en investeringsvennootschappen. Familiebedrijven hebben een sterke basis, gevormd door de verbondenheid tussen familie, bedrijf en eigendom. De

Morera Grosso es la empresa líder en México en la confección de trajes, blazers, pantalones y camisas a la medida para caballero, por medio de visitas en el lugar de su preferencia a través de una Consultoría de Imagen personalizada. Nuestros clientes pueden elegir los tejidos de los mejores fab

Options to secure better financial health

TrueConnect is a financial wellness benefit designed for all employees regardless of their financial status--no credit, poor credit or great credit--because your credit history doesn't define you. TrueConnect is the only place to access a no credit check loan. TrueConnect is employee loans made eas

Nuestra Misión es Democratizar el acceso a la Educación Financiera. Para ello ofrecemos formación, contenidos gratuitos, coaching financiero y publicamos libros que ayuden a todo el mundo a mejorar su formación en finanzas personales e inversión, a tomar mejores decisiones financieras y a conseguir

Aggregate and automate your bill payments

Providing expert independent mortgage advice for everyone from first timers and re-mortgagers, to experienced buy to let landlord while building a long term client adviser relationship and working in your best interests.

Clovis est le 1er service de néo banque privée accessible à tous les français. Nous démocratisons le conseil fiscal et financier grâce à une technologie unique, une équipe d'expert(e)s chevronnés et des services exclusifs. Notre mission est simple : permettre à chacun d'optimiser ses finances perso

Bott and Co is a multiple award-winning specialist consumer rights solicitors firm based in Wilmslow, Cheshire with particular expertise in personal injury, flight delay claims, holiday claims, cycling accidents and road accident claims. The company was founded in 2001 by David Bott, Paul Hinchliff

Tencap Wealth Coaching is an independent investment advisory firm founded on the investment principles supported by Nobel Prize winning research and philosophies. Tencap works in a fiduciary capacity with all clients. This understanding helps Tencap coaches work with each client in order to maximize

At Strateasy, we believe that tomorrow begins today. Our mission is to make your financial dreams a reality. We're here to tell you that no aspiration is too big, no goal too lofty. We build personalized investment strategies tailored to your specific needs and objectives. Think of us as your financ

ArthaYantra is an online financial planning platform providing unbiased, holistic and personal financial advice.

Welcome to Jolt Credit Union. We're glad you found us. At Jolt, we're member focused and community active. We understand that by helping our members to achieve their personal goals, our whole community is made that much stronger. Like you, we believe that by improving this place we call home we're h

Motiv is looking to change the way consumers buy car finance in the UK. Founded by Stuart Davey & Chris Robertson, we are an ambitious start-up looking to disrupt the market digitally, for the benefit of the consumer. Through partnering with the biggest consumer brands and the most innovative lende

We believe… ➡ Being trusted to manage and invest someone's wealth is a true honour and privilege. ➡ Relationships matter, and trust is earned. ➡ Wealth management should truly be personal and personalised, holistic and all-encompassing. ➡ In 'marrying' our clients, committing to the same goals