Personal Finance

Explore 3,675 companies in Personal Finance

Wiseday

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Des hypothèques moins coûteuses et plus avantageuses pour les propriétaires et les courtiers du Québec | Mortgages that cost less and do more for Quebec homeowners and brokers.


We are a thriving and sustainable company helping clients develop and conserve wealth, retire vitally, and transfer wealth & values to succeeding generations. Investment advisory services offered through WealthCare Asset Management, LLC Tax Strategies designed through American Tax Strategies, LLC


CBM provides bespoke mortgage advice to high net worth individuals in the UK and overseas. Following many years experience in the financial services industry, we pride ourselves on being able to solve complex situations in a timely fashion, facilitating property transactions for clients and their i


At Financial Planning Navigators, we’ve built a company where what’s most important is what’s right for the people we serve. We take your future as seriously as you do and are committed to paving the path to your goals and dreams. If you’re looking for a boutique financial planning firm that puts y


TXN Bank

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CNB was founded over 30 years ago by a group of banking leaders focused on serving the needs of the local south-central Texas community. Over the years, that mission has expanded beyond the traditional role of a bank to that of an institution with the experience and expertise to answer the important


Recoupa

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Sustainable Debt Recovery Method: • Visit Ratepayers to share respectful, compassionate, rational help • Assess financial situations, assess hardship, introduce Financial Counselling • Make payment plans and start people suffering chronic financial stress on their recuperation journey • Recoup payme


Rapid Loans

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Ever since 2003, Rapid Loans has been helping people like you get personal loans, car loans and business loans in a faster and more straightforward way. To date, we have helped more than 50,000 people across Australia and New Zealand reach their goals, get new cars, launch their businesses, get thro


Bankify Ltd

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Bankify is a technology company that unlocks digital banking opportunities by providing services that are driven by customer’s need for personalization, social impact and gamification. Bankify platform brings together everything that is required to build sustainable finances for customers. Ope


At M Capital Advisors, we take our mission seriously. We’re in the asset management and personal financial planning business to build relationships and to build wealth through thoughtful, strategic, and customized portfolio management. What to Expect from M Capital Advisors For our individual inv


Olomon

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Olomon is a collaborative platform that brings business-class personal finance and spend management tools to individuals and their trusted advisors.


Christy Charise founded Strategic Advisor after having built an award-winning financial advisory practice (Saugatuck Financial) with her husband, Justin. Their practice has consistently been named among the top 20 planning practices in the country. Christy's unique background combines a deep unde


Omniplan

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Goed financieel advies mogelijk maken. Daar werken we iedere dag aan, al 20 jaar. Zodat u als financieel planner, private banker, accountant of hypotheekadviseur onze software kunt gebruiken in de wetenschap dat u beschikt over het beste gereedschap om uw klant inzicht te bieden in zijn financiële t


Share Scoops

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Amplify your voice & your dollars. It's time for our generation to take our share. Join our early access mailing list for exclusive content & beta testing.


SheCapital

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At SheCapital, we empower senior women to lead authentically by embracing self-discovery and coming into alignment with who they truly are. We help you with: - Leading authentically and in alignment with your values - Career planning and progression to the C-Suite and beyond - Support in mapping ou


Project One is a Charlotte, NC-based non-profit dedicated to breaking the cycle of generational poverty in Mecklenburg County. We help motivated students from under-resourced, single-guardian homes achieve their higher education goals through a combination of financial scholarships and holistic pr


Paradigm Group

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The Paradigm Group (www.paradigmgroup.com.au) is an investment advisory and wealth protection firm, based in Melbourne, catering for executives, professionals and business owners. We build practical strategies one-on-one with our clients, which align with their goals and lifestyle objectives. Comp


Thriftax

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Federal and State tax return online filing for International students and other nonresident aliens present in the US on F, J, Q, M and H visas.


Beech Hill Advisors, Inc. is an independent, registered investment advisor dedicated to providing the highest caliber investment counsel and management services to individuals, businesses, foundations, endowments, trusts and retirement plans, as well as to working with the accounting, advisory and l


In a world prevalent with social media, users are still isolated when it comes to savings and budgeting. Monesave is an online savings app that aims to address this need. Monesave promotes savings and budgeting by introducing a social element where users freely share budgets anonymously or openly


Foxman Asset Advisors thrive on helping individual and business clients reach their dreams and live them. Finding ways for our clients to own their financial future is a priority. Our professional advisors manage assets meticulously and thoughtfully. COMPANY PURPOSE We are here to ensure financial


Cash Time Loan Centers is an online marketplace that provides title loans, personal loans and registration loans.


Tech Biz Gurl

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Tech Biz Gurl is a lifestyle blog empowering women to start a side hustle as a way to pursue their passions while keeping the stability of a day job. It was founded by Jessica L. Williams in 2011 and aims to provide tips, inspiration and resources for side hustlers.


My Time

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We have created a digital customer journey that is intuitive, using behavioural science and an algorithm to calculate a sustainable income amount.


At Curate, we handpick the best people to look after your money. Our unique range of unit trust funds takes the complication out of choosing between funds because we have identified exceptional teams of people with different skills to manage each of our funds. Quite simply, what we do comes from the


Artisan Financial, where relationships come first! Who are the important people in your life? What family dynamics affect your financial goals and the best way to achieve them? Which emotions do you associate with financial decisions? Questions like these should drive your financial plan as much as


IREXA FINANCIAL SERVICES / WEALTH STRATEGIES is a full service, client-centric, financial advisory firm that helps high-income, high-net worth individuals, and small businesses create tax efficient, wealth management strategies. We build a personalized, integrated, collaborative wealth management st


Taurus Financial

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Taurus Financial is a boutique financial advisory firm catering to executives, entrepreneurs, and businesses across the United States. Our Services include: - Comprehensive Financial Planning, emphasizing equity compensation planning and estate planning. - Wealth Management, specializing in complex


Triton Financial Group, formerly RKG Financial, is an independent, fee-based financial planning firm committed to providing clients with objective advice, outstanding personal service, and the convenience of one-stop shopping. Being independent enables us to serve the best interests of our clients b


Legacy System

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The Ultimate System and Software for Small Estate Planning Firms


Nestflow

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Your Home, Your Cashflow.


In an environment of constantly shifting financial markets, investors are increasingly in need of continuous professional management of their financial assets. Professional management can help investors stay the course in turbulent markets, and meet their long-term goals and objectives. Our firm is


Pensumo

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Pensumo seeks to implement in Europe a savings model by measuring personal consumption and measuring responsible actions.


Smit Vernooij c.s. is een gerenommeerde praktijk met vestigingen in de regio’s Amsterdam en het Gooi waar gespecialiseerde financieel planners en mediators zich inzetten voor uw vragen en wensen. Door de persoonlijke betrokkenheid en ervaring van Greet Vernooij en Rik Smit kunt u er zeker van zijn d


Takaful Keluarga

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Takaful Keluarga adalah pelopor perusahaan asuransi jiwa syariah di Indonesia. Mulai beroperasi sejak tahun 1994, Takaful Keluarga mengembangkan beragam produk individu serta kumpulan/grup untuk memenuhi kebutuhan berasuransi sesuai syariah meliputi perlindungan jiwa, perlindungan kesehatan, perenca


Credwise

1 follower

Credwise är en jämförelsetjänst som hjälper dig att fatta smartare ekonomiska beslut genom att erbjuda relevanta, insiktsfulla och lättförståeliga experttips och verktyg online.


Diamond Blue Financial Services is a leading, privately-owned financial advisory firm, delivering personalised and intelligent strategies primarily to sophisticated investors. Our team works together to ensure a balanced financial universe for our clients, which we believe is a prerequisite for ma


Fortress Life

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Fortress Life, PLLC is an independent life insurance brokerage & virtual sales agency. Founded in 2025, Fortress Life was created to provide sales entrepreneurs with an agency model that allows for a life of supreme ownership. Follow our agency lifestyle pages on Instagram & TikTok: @protectmywealt


pFinTools.com - A platform dedicated to break down the world of Finance and try to make sense of it, one tool at a time. India's first and only practical Dividend Calendar that shows you the dividend yield as a function of last traded price (instead of the face value) of the stock! We are still just


Eadon & Co Ltd

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Eadon & Co are a holistic firm of independent financial advisers offering advice on pension reviews, investments, mortgage and equity release. The advisers have more than 25 years experience delivering advice to many hundereds of satisfied clients.


Komo

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Komo is an exclusively digital banking service that allows customers to save, grow, and manage their money completely online. This means that there are no physical branches and everything from account opening to card blocking can be done using the mobile app. This system gives customers full contro


RainyDayPal

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At RainyDayPal we are transforming how we think about and deliver insurance & emergency savings to fit the changing financial realities, needs and buying preferences of today’s mass consumers. We are building a “Spotify for Insurance” by disaggregating old traditional face value policies into money


Theá Advisory

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Theá Advisory is a multi-family office, we act as our client’s personal Chief Financial Officer and finance team. We are dedicated to empowering women, supporting them with their financial wellbeing and ultimately enabling them to fulfil their legacy. We work with a diverse range of ultra-high-net-


Birch Financial Group specializes in full-service financial planning for busy professionals in New Hampshire and beyond. Our personalized strategies are designed to evolve with you, providing down-to-earth advice and clear financial guidance. Whether you're planning for retirement, real estate, or e


Ironworkers USA Federal Credit Union is dedicated to promoting community development in all of the areas it conducts business and to provide affordable financial services to low-income people. In doing so, we will help them build assets and achieve financial stability. How YOUR Credit Union Operate


From Tax Stress to Success - Let us help you with the IRS! We help taxpayers and small businesses solve their tax problems. We assist taxpayers with audits, levies, liens as well as back taxes and other tax issues. We also help small business owners relax about their finances, by automating pro


Her Path, LLC

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Financial Wellness for Women. Helping women take ownership of their financial futures through education and access to reliable resources. 🌿


Uma empresa autorizada pela CVM (Comissão de Valores Mobiliários), cuja atividade é regulamentada pela Instrução 497/11, (Agente Autônomo de Investimentos). A UP REAL ajuda você a investir e tomar as melhores decisões com um serviço de assessoria diferenciado utilizando uma das mais sofisticadas fer


Wealthstack

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Welcome to Wealthstack - where finance wellness meets simplicity. You can consolidate your benefits, insurance, and investments on an easy-to-use dashboard. Wealthstack is more than just a platform; it’s your partner for financial wellness. Your financial story is unique, and our dedicated Wealthst


MoMaT

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MoMaT (Money Management Technologies) es una empresa líder en la administración de redes de cajeros automáticos independientes en el estado de la Florida, Estados Unidos. Cuenta con más de 500 cajeros instalados en diferentes locaciones y continúa su expansión día a día. MoMat brinda a sus clientes


We are "The Home of All Your Financial Needs"​, connecting you to financial freedom through Mortgages, Real Estate, Investments, Credit and Consulting. Our mission is to provide our clients with a peace of mind and confidence in their financial future by offering expert advice and information to me