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Financial Services
Austin, TX, US
31 Employees

Founded in 2017, Vertalo is an SEC-registered digital transfer agent that connects and enables the digital asset ecosystem. More than 70 clients and partners rely on Vertalo's B2B SaaS platform to support low-friction primary capital formation, on-chain share registry, and access to secondary liquidity through its APIs that connect to major alternative trading systems and other marketplaces. Learn more at Vertalo.com


Financial Services
San Antonio, TX, US
12 Employees

At The Gonzales Group, you and the success of your business are a top priority. We’re here to serve you and all your tax, accounting, and small business needs. We strive daily to offer our clients the very best of ourselves as evident by our timely and accurate reporting, expert technical knowledge, and sound business advice based on over 30 years of experience.


Retail • Financial Services
Corte Madera, CA, US
788 Employees

Bay Equity is a full-service retail mortgage lender. Founded in the heart of San Francisco’s financial district in 2007, the company recently moved to new corporate headquarters in Corte Madera, CA. Bay Equity Home Loans is currently licensed in 42 states and is expanding across the nation with retail branches in 27 states. Bay Equity is family owned and operated. The company is a long time supporter of the Warrior Foundation-Freedom Station, donating a portion of the proceeds from each FHA and VA loan funded. Bay Equity has hired accomplished mortgage and financial professionals at all levels and has proudly assembled a highly experienced staff of corporate executives and operations professionals. Bay Equity has a great culture, full agency approval (Fannie, Freddie, Ginnie), a robust marketing platform, exceptional IT and HR support and is looking for top mortgage professionals and branches to join the team. For more information contact Casey McGovern, [email protected] Bay Equity LLC, NMLS #76988. www.bayequityhomeloans.com http://www.nmlsconsumeraccess.org/EntityDetails.aspx/COMPANY/76988


Financial Services
Scottsdale, AZ, US
124 Employees

Equity Methods provides valuation, financial reporting, and human resources advisory services related to equity compensation and other complex securities. At Equity Methods, we believe in the power of equity-based compensation to advance a company’s strategy. We tailor reports and the processes that produce them to your specific award type, compliance objectives, reporting requirements, and systems. Since 1998, we have assisted 29 Fortune 100 companies and over 400 clients with their most pressing equity compensation valuation and reporting challenges. From pre-grant Monte Carlo modeling for relative TSR awards to end-to-end financial reporting, we’re dedicated to bringing insight, control, and expanded capability to financial reporting. The Equity Methods team is proud to have been rated first among financial reporting service providers for client satisfaction and loyalty in the 2020 Group Five Stock Plan Administration Benchmarking Study. We're seeking collaborative, intellectually curious professionals for a variety of roles. Please apply online at http://www.equitymethods.com/careers.


Financial Services
Jacksonville, FL, US
5,159 Employees

Fidelity National Financial, Inc. (NYSE: FNF) is a leading provider of title insurance and transaction services to the real estate and mortgage industries. Ranked #238 on the FORTUNE 500(r) list for 2022, FNF is the nation's largest title insurance company through our title insurance underwriters (Fidelity National Title, Chicago Title, Commonwealth Land Title, Alamo Title and National Title Insurance of New York) that collectively issue more title insurance policies than any other title company in the United States. Our mission is to advance, expand, and protect the experience of property ownership by making the safety of our customers our primary focus. We pride ourselves on being extremely customer-oriented, motivated, and quick to provide solutions for all of your title insurance needs. We strongly encourage employee ownership of company stock so our FNF family can share in our company’s continuous growth and be a valuable part of something bigger than themselves.


Financial Services
Wilmington, DE, US
12 Employees

Purple is the only User-Owned Financial Management Platform dedicated to giving power to the people through trading, banking, crypto, and portfolio management. We are empowering our first 500,000 users by granting partial ownership of Purple ? 2021 YTD Progress: - $500,000 Friends and Family round raised via WeFunder & AngelList - App debut scheduled to be featured on the NASDAQ Tower in Times Square on November 30th. - 10,000+ person waiting list - Partnership with Benzinga Our Seed Round is open for public investment. If you want to learn more about what we're building click the link below


Financial Services
Minneapolis, MN, US
44 Employees

Mount Yale Capital Group, LLC is a leading portfolio design, asset management, and investment product development firm. We deliver our wide range of products and services to investors through Financial Planners, Registered Representatives, and Registered Investment Advisors. Through our Princeton Fund Advisors, LLC subsidiary we offer a suite of investment products. Our fund strategies include Private Equity, Private Credit, Master Limited Partnership, and Long-Short Credit. Visit our website to learn more about our investment capabilities, and the investment professionals who provide personalized advice and custom portfolios solutions. Mount Yale Investment Advisors, LLC is a registered investment adviser. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Mount Yale Investment Advisors, LLC and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. As a registered investment advisory firm, we are restricted from posting, publishing or otherwise disclosing any form of testimonial which is related to our investment advisory services. LinkedIn recommendations and endorsements may be viewed as a testimonial. This policy requires that we block any recommendations or endorsements. Links to websites and other resources operated by third parties are provided as information only, and there can be no assurance as to its accuracy, suitability or completeness. Mount Yale Investment Advisors, LLC does not endorse, authorize or sponsor the content or its respective sponsors and is in no way responsible for third party content, services, products or information, or for the collection or use of information regarding the web site’s users and/or members.


Fintech • Financial Services
18 Offices
309 Employees

Our Mission: To exceed your expectations in our delivery of innovative financial solutions to help you achieve your maximum economic potential. Core Values: Be Great. Be Engaged. Be Open. Be Nice. Our History: In 1958, Chanute Military Credit Union opened its doors on the Chanute Air Force Base in Rantoul, Illinois to serve military personnel and their families. With the government's announcement of plans to close the Chanute Air Force Base, plans were made to expand the credit union in order to continue to serve those faithful military members. As a result, the field of membership was expanded and we changed our name to Credit Union 1 in 1982. In 1999, we combined forces with Paysaver Credit Union, headquartered in Lombard, Illinois. Today we serve over 87,000 members throughout the state of Illinois and Indiana, as well as worldwide. Become a Member: Becoming a member at Credit Union 1 is easy! To be eligible for membership in the credit union, you must be an individual or entity qualifying within our field of membership. All it takes is a $5.00 one time membership fee and a $5.00 initial deposit. With your membership, you will have access to all of our products and services. Apply online, call 800.252.6950, or stop by our nearest branch location today. We look forward to serving you! Accounts insured up to $250,000. By members' choice this institution is not federally insured. What is a Credit Union? A credit union is a not-for-profit financial cooperative, owned by members like you! Since we're not in business to make a profit, you benefit with lower loan rates and a higher return on savings.


Fintech • Other • Financial Services
Alpharetta, GA, US
317 Employees

Over the last three decades, DataScan’s expertise spans 50 clients, more than $80 billion of loan collateral in our systems (Wholesale Intelligence), and over 225,000 audits (Audit Intelligence) conducted per year. Through our depth of experience, we have established ourselves as the industry leader in the wholesale asset finance and risk management space, working tirelessly to provide customers with the tools, services, and strategies to help propel business to the next level. We are honored by the opportunity to serve our customers as a part of JM Family Enterprises. The pillars we stand for – trust, expertise, partnership – shape our approach to agile, forward-thinking solutions. Inspired by our in-depth industry experience, our associates actively leverage expansive resources to drive innovation for clients. Our clients count on us to provide the technology and insights that help them efficiently grow their business and manage their risk. A foundation of knowledge sharing, responsiveness, and commitment to growth underpins DataScan’s relationship with its customers and feeds a collective passion for future-focused, proactive problem solving. DataScan is a subsidiary of JM Family Enterprises, Inc. JM Family Enterprises has been ranked in the top 100 employers in FORTUNE® magazine's "100 Best Companies To Work For"​ for 18 consecutive years.


Fintech • Payments • Financial Services
Aliso Viejo, California, US
2,459 Employees

Carrington Holding Company, LLC owns and operates multiple businesses that cover virtually every aspect of single family residential real estate transactions – investments in U.S. real estate and mortgage markets, loan origination and servicing, asset management and property preservation, real estate sales and rental, and title and escrow services. Carrington was initially founded in 2003. Since that time, Carrington Holding Company and the Carrington Family of Companies have evolved into a group of vertically integrated operating businesses that direct every aspect of the life cycle of single family assets. Its core capabilities include investment and fund management, residential mortgage special servicing and origination, property management and maintenance, and real estate sales and settlement services. Guided by a leadership team with an average of three decades of industry experience and adhering to a consistent philosophy, Carrington has built the infrastructure necessary to maximize value during any market cycle. Build your career with Carrington Holding Company. We offer: • An innovative environment • Management growth potential • Regular communication and training • Superior benefits package • An environment that encourages growth and development of its employees • Philanthropic opportunities to help the community through Carrington Charitable Foundation Learn more about the opportunities at Carrington Holding Company: • Email: [email protected] • Website: Carringtonhc.com • Main: 949.517.7100 • Media: 866.289.4147

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Fintech • Payments • Software • Financial Services
3 Offices
900 Employees
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Artificial Intelligence • Enterprise Web • Fintech • Software • Financial Services
8 Offices
30 Employees
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Fintech • Financial Services
2 Offices
1400 Employees
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Fintech • Mobile • Social Impact • Financial Services
New York, NY, US
99 Employees
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Fintech • Financial Services
8 Offices
1825 Employees
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Big Data • Fintech • Information Technology • Business Intelligence • Financial Services • Cybersecurity • Big Data Analytics
38 Offices
13000 Employees
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Information Technology • Professional Services • Retail • Software • Consulting • Financial Services • Agriculture
14 Offices
2000 Employees
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eCommerce • Fintech • Hardware • Payments • Software • Financial Services
15 Offices
12000 Employees
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Fintech • Mobile • Payments • Software • Financial Services
12 Offices
6000 Employees

Artificial Intelligence • Fintech • Machine Learning • Financial Services
Burbank, CA, US
51 Employees

The world’s most innovative lenders rely on ZestFinance to do more profitable lending through machine learning. Our Zest Automated Machine Learning (ZAML™) software is the only solution for explainable AI in credit, and we automate risk management so our customers can focus on lending safely to more people. Our mission is to make fair and transparent credit available to everyone, and we thrive on solving hard problems that have a big impact on people's daily lives. Applying Google-like math to improve credit decisions, we use machine learning and data science to help companies make more accurate credit decisions. The company was founded in 2009 by Douglas Merrill, who was formerly CIO at Google. Currently, ZestFinance is one of the fastest growing U.S. financial technology startups. We built ZAML to accelerate our mission by powering credit and underwriting at global financial firms. ZAML consumes vast amounts of data to more accurately identify good borrowers, enabling higher repayment rates for lenders and lower-cost credit for consumers. ZestFinance is determined to hire crazy smart people who are different from each other to create broad thinking, lots of different ideas, and by extension, build the best team possible. We’re growing fast, and we’re looking for exceptional, caring, “Zesty” people to join our team. Our culture is special to us, and we’re proud of it. We thrive on diversity in our workplace, and we offer awesome benefits. If you want to solve hard problems and make people’s lives better, talk to us!


Financial Services
New York, NY, US
59 Employees

SEI Novus is a portfolio analytics and intelligence platform for institutional investors. The platform is used by many of the top hedge funds, fund of funds, pensions, sovereign wealth funds and endowments to analyze their risk, performance and attribution across aggregated and historical data sets.The company was founded in 2007 by a group of investors, data scientists and engineers to build a foundation that helps the world's top investors generate higher returns. Portfolio managers, investor relations teams and operations teams use The Novus Platform in different ways, but ultimately to generate more alpha, analyze and manage their risks, report to their investors and become more efficient with resources.


Financial Services
Dallas, TX, US
157 Employees

Founded in 2009, Town Square Mortgage has built a strong reputation as a preferred mortgage lender by serving the needs of homebuyers, real estate professionals, and builders. Town Square Mortgage is an all-inclusive mortgage lender dedicated to finding you a home loan that meets your specific needs. Having the loan process in-house, Town Square Mortgage has the resources to provide our clients and partners with efficient closing times. Whether you're a first-time homebuyer or seasoned borrower, we offer a full spectrum of financing options to choose from and we’ll work with you directly to determine what works well for you. Our expert team of lending professionals is here to provide you with a seamless process, offering support and keeping you informed every step of the way. To learn more about how we can assist you, visit www.tsmlending.com, or call us at 972-292-7600. Copyright© 2021. All Rights Reserved. Town Square Mortgage & Investments, LLC Equal Housing Lender. NMLS 144975. 17300 Dallas Parkway, Ste. 1030, Dallas, TX 75248. 972-292-7600. Licensed by the Texas Department of Savings and Mortgage Lending, SML Mortgage Banker Registration. Expires 12/31/21. Colorado Mortgage Company Registration, Regulated by the Division of Real Estate. Expires 12/31/21. Licensed by the Florida Office of Financial Regulation, Mortgage Lender Servicer License # MLD1309. Expires 12/31/21. Licensed by the Oklahoma Department of Consumer Credit, Mortgage Lender License # ML011816 & ML011996. Expiration Date 12/31/2021. www.tsmlending.com, nmlsconsumeraccess.org


Financial Services
Raleigh, NC, US
12 Employees

Sharpe Patel, PLLC is a full service accounting firm with offices in Raleigh and Charlotte North Carolina. The firm was started by Jay Sharpe, CPA, CFE and Aaron Patel, CPA. The two have almost 40 years of combined experience in public accounting. Servicing both the Attest and Tax sectors of the industry. Provide high quality, efficient and timely accounting services to individuals, businesses and governmental entities. Being a partner and trusted advisor of our clients. Create a culture that supports the growth of our staff and promotes excellent client service.


Fintech • Financial Services • Automation
San Francisco, California, US
31 Employees

Agent IQ’s mission is to make sure digital banking stays personal. For years, financial institutions have shifted their focus toward automation and self-service. This may be better for bottom lines, but it has removed the personal from the financial. Agent IQ gives institutions new ways to help clients optimize finances while staying connected to those who help make transactions happen -- no matter how or where banking happens. We believe that augmenting the human side of banking is a much better way forward than replacing the human altogether. This augmented intelligence applies a pragmatic application of state-of-the-art AI and machine learning and offers the promise of unprecedented scale while keeping the focus on human-to-human communication


Financial Services
San Diego, CA, US
39 Employees

After years of significant home price appreciation, many homeowners are asset-rich, but either cash-poor or have less than perfect credit. As a result, they are subject to an inadequate selection of mortgage products. We are on a mission to help these homeowners access their home equity without new debt or monthly payments. Learn more at Splitero.com. Splitero Funding Inc. NMLS #2327455. CA DRE # 02185149. NMLS Consumer Access: https://www.nmlsconsumeraccess.org/EntityDetails.aspx/COMPANY/2327455


Financial Services
New York, NY, US
19 Employees

Fynn funds students through trade school with an affordable, fair, federally compliant private funding option called an Income Share Loan. Our Income Share Loan offers meaningful protections to students when they are unemployed, making less than expected, and has a built in forgiveness plan.


Artificial Intelligence • Financial Services
New York, NY, US
21 Employees

FinTech Collective is a venture capital firm, based in New York City and investing globally. Our ambition is to create the future of financial services, bringing transparency and choice to developed markets and financial connectivity and socio-economic mobility to developing markets. The firm was founded in 2012 by serial entrepreneurs with exits in capital markets, payments and enterprise AI. Since inception, FinTech Collective has invested in over 50 companies including Anyfin (Stockholm), Axoni (NYC), Flutterwave (Africa), IMMO Capital (London), Minu (Latin America), MoneyLion (NYC), NYDIG (NYC), Ocrolus (NYC), Vestwell (NYC) and Willa (Stockholm / LA). Exits include Quovo (acquired by Plaid), Openfolio (acquired by Stone Ridge Asset Management), Reorg (acquired by Warburg Pincus), Slide (acquired by Raise), Artivest (acquired by iCapital) and TradeBlock (acquired by CoinDesk). The firm is currently investing out of its third fund, a $200m early-stage fund with a focus on capital markets, wealth and asset management, banking-lending-payments, and insurance. The firm actively invests in decentralized finance (“defi”) opportunities across these segments. We publish a weekly newsletter, delivered every Saturday and providing a tightly edited rundown of global fintech news, along with a bit of our original analysis (available at fintech.io/newsletter).


Financial Services
Fort Worth, TX, US
14 Employees

We believe every company needs the guidance, support, and advice of a competent CFO, but few businesses can afford to employ one full time. Cathedral Capital works with entrepreneurs who have revenues of up to twenty-five million dollars to provide the strategic and logistical support necessary to achieve their goals – whether those are growth, succession planning or an exit plan. Cathedral Capital steps in and assumes the responsibilities of a Chief Financial Officer. A traditional in-house CFO is a financial steward that maintains the integrity of financial reporting and concentrates on cash, profit margins, and risk mitigation. We believe that entrepreneurs need more from their CFO. They need an advisor who will act as a valued partner to help shape strategy while still mitigating risk. In addition, Cathedral Capital serves as a hub to manage all your strategic financial relationships such as your Accountant, Banker, Bookkeeper, 401K Plan Sponsor, and Attorney. Establishing and managing these relationships clears the path for future interactions while freeing up the CEO’s time to concentrate on building the business. Companies have a need for CFO services but rarely have the budget to hire a qualified full time CFO. By providing these offerings in a virtual setting, Cathedral Capital spreads the salary expense between multiple clients and relieves the client of associated overhead. It also enables our companies to have access to individuals with specialized knowledge exactly when they need it – in a cost effective environment.


Financial Services
New York, NY, US
12 Employees

CRiskCo uses Artificial Intelligence to reinvent commercial credit. We foster financial institutions to automate the commercial loan origination process, provide advanced risk assessment, and shorten the processes for obtaining small to medium business loans. Currently working from offices in the United States, Australia, and Israel. CRiskCo is changing the entire credit approval process. Our credit risk analysis and management platform offer B2B vendors and financial institutions with novel, real-time, ongoing, risk-free credit reports and credit insights; customer risk analysis and realistic revenue stream predictions.