Personal Finance

A small dynamic team who are dedicated to helping our clients achieve their financial goals.

Award winning financial planning and wealth management. We offer independent wealth management and financial planning advice, to families, entrepreneurs and retirees wanting a more cautious approach to money management, than that normally offered by the mainstream. Specializing in a more cautious

At Sovereign Entrepreneur, we are dedicated to helping entrepreneurs build untouchable wealth without sacrificing their focus on business growth. Founded by Brad Gibb, a former Goldman Sachs analyst turned successful entrepreneur, our team understands the unique challenges business owners face in ma

At Savvy Peacocks we support families to break down the taboo subject of money within the home through a collaborative learning approach for both parents and children. We have an honest, upfront and jargon free approach. We want money to be fun and to move away from the boring, corporate cloak it of

Orion Wealth Advisors provides independent, fee-only financial planning and investment advisory services to individuals and families. Our goal is to help you live a life that is truly meaningful to you: Successfully pursuing your dreams, comfortably grounded in financial security. We take a diff

A premier luxury car financing company where passion for excellence and a commitment to unparalleled exclusivity define our approach. Specializing in bespoke financial solutions, we meticulously select clients who appreciate the highest standards of sophistication and quality. Our team, driven by

The CIG Experience: Supporting Your Goals Every Step of the Way CIG Capital Advisors was founded with a client-focused culture, following a specific method of proven processes and continuously improving to better align with a client’s changing needs. The result is a holistic wealth management and

Wealth Potion is a free newsletter and YouTube channel that provides education on the topic of personal finance, macroeconomics and financial markets for busy professionals.

Prospect Park provides family offices with bespoke advisory, capital formation, and special situations solutions. Our experienced professionals deliver tailored solutions that help you navigate complex financial landscapes and seize unique opportunities, ensuring your legacy thrives across generatio

Gifting Sense helps children prepare for all the personal finance decisions that lie in their future - by teaching them how to think before they buy. We do this in free, hands-on, interactive, in-classroom workshops, at schools and community centres, in person or online. What happens in a workshop?

Tanglewood Total Wealth Management is an award-winning wealth management firm that has been serving the quietly wealthy since 1979.

We are on a mission to provide the knowledge and tools needed for everyone to live their best lives, build lasting legacies, and inspire future generations.

Kidfolio is a platform that helps parents facilitate financial savings and investments for their children.

Radhya Microfinance is a customer-centric financial institution dedicated to serving the underserved. We believe that everyone deserves access to fair and flexible financial solutions, regardless of their background or circumstances. Our mission is to empower individuals and communities through: -

Finversity is a digital platform & app that helps Millennials manage their finances by providing automated financial advice.

Islamorada Investment Management (IIM) is an independent fee-only Registered Investment Advisor focusing on long-term investment growth.

Our mission is simple. Protect legacies, grow assets, and always put you first. We are inspired to make an impact in our client’s lives and in our community; and we want to help you Invest Intentionally®. Start your journey today at www.acumenwealth.com. Acumen Wealth Advisors, LLC® is a Registere

UK award-winning Specialist Finance Packager for Intermediaries, offering Bridging, Buy-To-Let, Commercial, Development Finance, Complex Residential Mortgages & Second Charges solutions. Based in the West Midlands, Crystal Specialist Finance pride themselves on consistently delivering outstanding c

WealthMore is the premium, tech enabled, human powered private banking service and community without the barriers to entry. Investors with access to expert financial advice do better. Get expert advice from people you get to know and trust. Join communities of likeminded investors to grow and ret

Wealth Management and AI

Hoover Financial Advisors is a fee-only wealth management practice in Indianapolis IN with an expertise in financial planning and investment management. We value a relationship oriented and personalized approach to helping individuals, families, and business owners achieve their long term goals an

GA Finance is a growing financial broking business based in Melbourne, Australia that is committed to working for their clients and ensuring they not only receive the best products in market, but ultimately enjoy the experience of working with a professional broking body. Finance can often seem too

Melville Independent Plc is a financial services company based out of 10 Melville Street, Edinburgh, United Kingdom. From its establishment in 2011 Melville has prospered and grown into a leading advisory firm of enviable repute. With the fair treatment of clients underpinning our business, we do

Snowball72 creates socially-connected games that engage today’s youth with innovative gameplay and real-world rewarding. Our companion app allows players to apply their newly acquired financial skills, earning, saving, spending, and investing at a pace suited to their ability, whilst being rewarded

At BSL Financials, we specialize in providing personalized mortgage solutions tailored to meet the unique needs of each client. As a Licensed Mortgage brokerage, our mission is to guide individuals, families, and businesses through the complex world of mortgage financing with ease and confidence. W

Numbers are hard. I get it. You hate it. Let’s change that together. As an entrepreneur, you know it’s important to be on top of your finances. And yet…you continue coming up short in having control of your money. You think there must be a better way. There absolutely IS a better way...and you can

Established in 1989, Future Perfect is a financial advisory business with 15 Financial Advisers looking after some 6,000 client households across the Midlands. Our team includes specialists in wealth management, mortgages and protection, all supported by a well-trained, efficient, administrative off

Desert Rose Capital Management (“DRCM”) was founded as a result of the development of the Integrated Options Portfolio by Kirk Stafford. It all started one day, while reviewing various option pages, Kirk had an “aha” moment for using options in a way that he had never before seen nor heard. It

WealthUp: Client-Centric Financial Planning 🌿 Founded in 2012, WealthUp is a boutique financial planning firm with a client-focused, fee-based approach. We understand that financial planning is about more than numbers—it's about your unique financial journey. 🔍 What Sets Us Apart: We believe in

Spectrum Investment Advisors, Inc. was incorporated in 1995 as a Registered Investment Adviser registered directly with the SEC. We are built on the premise that achieving your financial goals depends on independent financial advice, timely research, and easy access to the investments and services

Delta is an app that keeps track of your cryptos, stocks, NFTs, funds and more. The app gives you a crystal clear overview of anything you own and informs you about everything you need to know so that you can improve your wealth and quality of life by making better decisions. With Delta, you are on

Hightower Altium Holding, LLC ("Altium Wealth"​) is a wealth advisory firm with principal offices at 2500 Westchester Avenue in Purchase, New York. The firm's primary clients are high net worth families. This firm is a Registered Investment Adviser (RIA) with the SEC. Any references to the terms “re

Our firm provides outstanding service to our clients because of our dedication to three underlying principles: professionalism, responsiveness, and quality. PROFESSIONALISM We believe our high standards, service, and specialized staff make a difference and are dedicated to ensuring every client rec

We offer unbiased and unrestricted independent financial advice. We consider products from all firms across the whole of the market.

Finnessa Loan Services is committed to providing you with a wide selection of loan options so you can reach your financial objectives. Whether you require debt consolidation, house loans, vehicle loans, company financing, personal loans, or any other type of loan, our knowledgeable staff is here to

At MH Capital, we would like to build a lifelong relationship with our partners. We are long term investors and our investment decisions are based on logic and sound economic principles. Our investment strategies are not influenced by emotional market reactions. By keeping a cool head and looking to

Vault22, backed by SC Ventures by Standard Chartered and Old Mutual, is a comprehensive financial fitness platform designed to empower individuals to take control of their financial lives.

We are a full-service bank with offices in Bozeman, Clyde Park, Emigrant, Helena, Lewistown, Livingston, and White Sulphur Springs. Our goal is to be the strongest financial partner that our community has by priortizing community involvement and service. As the oldest bank in Montana, we are constan

Hello! I’m Scott Bertram, a St. Louis native. I’ve grown up amidst family businesses in the trades and have a deep passion for helping small businesses succeed. I spent 12+ years in finance, helping large and small businesses (both in the trades and other industries). I love breaking down the comp

Financial Beginnings USA is a 501(c)(3) nonprofit that provides financial education to youth and adults. The generosity of community members, volunteers, businesses, and foundations enables Financial Beginnings and its affiliates to provide financial literacy programs at no cost to learners. Togethe

Nous vous accompagnons dans votre sphère familiale ou professionnelle à chaque étapes de votre vie : - Conseil & Stratégie - Prévoyance & Retraite - Immobilier & Financement - Défiscalisation Fi & Immobilière - Valorisation de votre patrimoine & Suivi - Transmission & Succession - Optimisation rémun

DanaRupiah is a Fintech (Financial Technology) Company which has officially been permitted and supervised by OJK KEP-18/D.05/2020 since May 19th 2020. As a legal and credible Fintech company, DanaRupiah provides financial services through an online lending service platform, with a mission to becomin

Modern world is unimaginable without traditional banking. Absolute majority of the world’s population is dependent on banks and interact with banking services on a daily basis. In recent years extensive bureaucracy has become a common synonym of traditional banking. Greedy financial organizations ar

Your goals. Curated fiduciary advice. Tax efficiency. Helping you prepare for today and tomorrow with customized wealth planning and investment management delivered with best-in-class investment products, asset allocations, client portals, financial planning tools and service partners.

We are a fintech company empowering Africa with seamless financial experiences and fostering economic inclusion, envisioning accessible innovative solutions for prosperity and growth.

Statère Finance est un acteur indépendant de la gestion de patrimoine, offrant un rapprochement des meilleurs savoir-faire en matière d’organisation patrimoniale globale. Le cabinet accompagne et conseille les entreprises, leurs dirigeants et les particuliers.

Moneyveo cung cấp dịch vụ hỗ trợ tài chính trực tuyến. Moneyveo mong muốn hỗ trợ hàng triệu người Việt Nam tiếp cận dịch vụ hỗ trợ tài chính mới chuyên nghiệp, minh bạch, nhanh chóng và văn minh. Moneyveo không hoạt động như Người vay hay Đối tác cho vay, chúng tôi sử dụng công nghệ tiên tiến để hỗ

Based in Charlottesville, VA, and led by a three-time graduate of the University of Virginia, Buckman & Company is recognized as a leader in financial planning with a narrow focus on hard working people who are ready to take the first step toward financial security for their families.

Cornerstone Financing empowers informed homeowners and financial advisors to plan financially with a patent-pending home equity insurance/investment funding solution. This transformational financial solution provides homeowners with a streamlined path to converting their largest asset—home equity—in

Alpha Wealth Group is a Registered Investment Advisory Firm. A talented team of financial advisors at Alpha Wealth Group are passionate about maximizing and protecting your individual investment needs. We are dedicated to assisting you with your financial needs with the goals of increasing your net