Top Tech Companies (2,801)
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The mission behind TradeSmith is to put easy-to-use, technology-based tools into the hands of individual, self-directed investors. TradeSmith began as a simple way to track portfolios using trailing stops, and has evolved to become a powerful suite of risk-management and portfolio analysis tools. TradeStops®, our flagship product, allows you to manage your portfolio with hedge fund-level insights specifically designed for the individual investor. Ideas by TradeSmith brings our most successful and proven investment strategies directly to your fingertips. Crypto by TradeSmith puts our crypto algorithms to work for you. These algorithms and research tools help you navigate the volatile world of cryptoasset investing – for greater profits with less risk. Publisher Services are offered to financial newsletter publishers for content-enhancement including portfolio tracking, custom charts, and widgets.
Partners for the Common Good (PCG) is a thought and innovation leader within the Community Development Financial Institution (CDFI) industry. Founded in 2000, PCG’s mission is to promote economic justice for low income people and communities. We do this by partnering with CDFIs and socially motivated investors across the nation to serve borrowers that promote affordable housing, neighborhood revitalization, and healthy communities. PCG's work includes: Loan Participation Network: As a participation lender, PCG helps CDFIs maximize the use of scarce lending capital by promoting collaboration with other CDFIs. PCG has partnered with nearly 40 CDFIs across the United States and originated $60 million in participation transactions. Through its strong network of lending partners, it has reached borrowers in 33 states and the District of Columbia. CapNexus: PCG is also leading the community development finance industry into the digital sector with the launch of its groundbreaking CapNexus platform (www.capnexus.org). CapNexus connects community development practitioners to capital, investment opportunities, information, and resources. Public Policy and Community Development Bankers Association (CDBA): PCG is a leader in the public policy arena. We also serve as the administrator of the Community Development Bankers Association (www.cdbanks.org), the national trade association of the community development bank sector. PCG staff provide advocacy, technical assistance, and information sharing on best practices that enhances the capacity of CDFI banks. Social Impact Assessment: We are also a leader in social impact assessment. PCG develops and shares impact assessment tools and methodologies so CDFIs can better understand the effect of our lending and financial services activities and tell our stories. PCG has received a "AAA" rating from Aeris, signifying clear alignment of mission, strategies, activities, and data that guides its programs and planning.
"Mortgages Simplified” describes what we do best. We take pride in making the mortgage process simple, quick, and easy — from start to finish. What set's On Q Financial, Inc. apart from the competition is our consultative approach to mortgage financing. We take into account our client's short and long-term financial goals when offering guidance to their selection of a mortgage product. Our clients can count on expert advice, high quality service and dependability in every interaction with On Q Financial, Inc. On Q Financial, Inc. is an Equal Housing Lender, NMLS 5645. https://www.nmlsconsumeraccess.org/ All Videos are property of On Q Financial, Inc. Any reproduction or republication of all or part of a video is expressly prohibited, unless On Q Financial has explicitly granted its prior written consent to the user.©
Arch Capital Group Ltd. (Arch Capital or ACGL), a Bermuda public limited liability company, writes insurance and reinsurance on a worldwide basis through operations in Bermuda, the United States, Canada, Europe and Australia, with a focus on specialty lines. Arch Capital Services LLC is owned by ACGL and provides corporate, legal and other support services to Arch Capital. ACGL provides insurance, reinsurance and mortgage insurance on a worldwide basis through operations in Bermuda, the United States, Canada, Europe, Australia and Hong Kong.
Even though we're North Carolina's largest credit union, we're still just "people helping people." We currently serve over 2.6 million members through more than 270 branch offices - and growing! Members have 24/7 access to account services from over 1,100 ATMs, as well as via phone, our website, and the SECU Mobile App. Since 1937, we've provided financial services to employees of the State of North Carolina, public boards of education, and employees of associations formed for the benefit of State employees, as well as their immediate family members. We are the trusted provider of financial services for millions of members. And, according to Forbes Magazine, we're the best credit union in North Carolina. State Employees' Credit Union (SECU) is an Equal Housing Opportunity lender and federally insured by NCUA. SECU provides equal employment opportunity to all qualified persons regardless of race, color, religion, age, sex, sexual orientation, gender identity, national origin, genetic information, disability, veteran status, or other classification protected by law.
MX makes data accessible and actionable for everyone. We are building the largest open finance ecosystem to help drive innovation and improve experiences through secure and reliable access to financial data. MX combines trusted open finance APIs with enhanced financial data to quickly and securely connect to and verify data for hundreds of use cases including account opening, money movement, and underwriting. Founded in 2010, MX Technologies, Inc. is one of the fastest-growing fintech innovators. Ryan Caldwell and Brandon Dewitt started the company in Utah, where headquarters remains, but as we’ve grown are a remote-first workplace with employees across America.
We believe people come first. As a not-for-profit credit union, we were founded to serve the financial interests of people in our communities. Our members entrust us with their financial health, and we don’t take that role lightly. From our team members in 38 branches, to those who answer member questions on the phone, to those who work behind the scenes to support our products and services, we are One Patelco team.
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.
Crowdz is a Fintech company focused on helping SMBs improve their cashflow. We are rethinking invoices, cash flow, and trade finance by replacing outdated manual practices with the financial service industry's first invoice marketplace built specifically for small and mid-sized businesses. We are on a mission to help small and mid-sized companies thrive by increasing their access to cash flow. Our 24/7 global invoice exchange and invoice financing marketplace makes sending, paying and selling invoices a lot easier for SMEs. Join our private pilot at crowdz.io.
FinancialForce accelerates business growth with customer-centric ERP, Professional Services Automation (PSA), and Customer Success Operations solutions. Run on the leading cloud platform, Salesforce, FinancialForce enables organizations to see their customers in full color to unlock customer insights, deliver innovative experiences, run a digital business, and achieve agility and resilience. Founded in 2009 and headquartered in San Francisco, FinancialForce is backed by Advent International, Salesforce Ventures, and Technology Crossover Ventures. For more information, visit www.financialforce.com.
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Bourne Partners is a financial services firm specializing in the pharma, pharma services and consumer health sectors. Located in Charlotte, North Carolina, the company offers investment banking and advisory services, as well as direct investment opportunities. As owners and operators with over 15 years of experience, Bourne Partners strives to enrich the lives and improve the health and well-being of their partners and patients across the globe by facilitating the efficient movement of capital through the global healthcare sector. Bourne Partners currently operates two distinct business segments, which enjoy valuable synergies. Bourne Partners Investment Banking Bourne Partners Investment Banking division provides investment banking services within the healthcare and life sciences sector for both external clients as well as our portfolio companies. Bourne Partners has worked alongside some of the leading strategic and Private Equity companies including Cerberus, Cinven, Irving Place Capital and The Carlyle Group. Specialties include mergers and acquisitions, sell and buy-side transactions, licensing and partnering opportunities, equity and debt capital, and strategic consulting. Bourne Partners Strategic Capital Bourne Partners Strategic Capital partners with and invests in pharmaceutical and pharmaceutical services companies and management teams where we can add long term strategic value. Select investments include AMRI, Covis Pharma S.à.r.l., iNova Pharmaceuticals, Millicent Pharma, King Pharmaceuticals, Novitium Pharma, and WelldyneRx among others.
Asset Security Consulting is the leading specialty finance firm focused on Structured Settlements, Annuities, and Lottery Winnings in the state of California. Asset Security Consulting is a culture and a brand that looks out for clients in any way, shape, or form. Whether it be from the harassment and solicitation, proper payment delivery, and most importantly, financial guidance towards any type of a financial decision, whether that financial decision is now, or within the correct time frame. Our mission is to monitor your lifelong financial assets leaving you without a single concern, allowing you to enjoy the one chance we get at life. From investing in purchasing a home, or even paying off a few bills here and there, our team of experts prides themselves on the route that will pay off not just in the short term, but the long term as well.
At The Accounting Guys, we help our clients, located throughout the US and Canada, make intelligent business decisions—right from the get-go! Reduce your taxes, increase your profits, and empower your company by having The Accounting Guys helping you keep score.
Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Hundreds of thousands of users have trusted Addepar to empower smarter investment decisions and better advice over the last decade. With client presence in more than 40 countries, Addepar’s platform aggregates portfolio, market and client data for over $5 trillion in assets. Addepar’s open platform integrates with more than 100 software, data and services partners to deliver a complete solution for a wide range of firms, use cases and geographies. Addepar embraces a global flexible workforce model with offices in Silicon Valley, New York City, Salt Lake City, Chicago, London, Dublin, Edinburgh, Scotland and Pune, India.
BudgetEase provides shared time bookkeepers to small businesses including not for profit, grant financed organizations, service companies and eCommerce businesses. We are QuickBooks experts. We love helping other small businesses succeed. At BudgetEase, we get to do that. Our mission is to make our clients more profitable. We do this in three ways: Having fun while getting things done(we take some of the stress off our clients so they can focus on other areas of their business), Providing a cost effective solution (we add more value than our clients pay in fees) and Being better together (as a team we are smarter than lone bookkeepers and as a results our clients are smarter with us on their team) . With QuickBooks Advanced Certifications we are able to help small businesses set-up their QuickBooks, clean up QuickBooks or maintain it. We are also certified by Bill.com, Expensify, Method, Live Plan, Cash Flow Tool, Ebillity and Tsheets. Other services include: bookkeeping training, grant accounting, IOLTA record keeping, cash flow forecasting, high net worth bookkeeping, dental record reconciliation, communicating with your CPA firm, and assisting in obtaining a Small Business Loan. Interested? Visit our website at www.budgetease.biz or call us at 216.333.1303
AUTOPAY provides direct-to-consumer financing and refinancing for individuals looking for the best terms and a no-hassle transaction. Our extensive Lending Partner Network means we can match any credit profile to competitive rates and terms, offering full-spectrum financing to your customers. Enhance your customer experience with white-label web flows and a library of APIs by integrating with our technology platform; with higher rates of approvals and loans funded as the end result. For more information, visit www.autopay.com.
Founded in 2009 and headquartered in the Washington DC metro area, Trilogy Federal is a verified service-disabled, veteran-owned small business (SDVOSB) providing financial management and information technology consulting to the Federal government. Trilogy has an extensive and distinctive history helping Federal clients achieve their financial management goals. Our leadership team has over 60 years of combined experience supporting Federal financial management initiatives. Our professional staff specializes in federal financial management and maintains certifications in several relevant programs. Trilogy strives to provide its clients with a flexible and comprehensive approach to financial management with the ultimate goal of fiscal compliance and audit readiness. The Trilogy approach starts with assessing the financial management solution and determining its effectiveness in capturing functional business requirements and meeting agency reporting requirements. Since our inception, we have assisted our federal partners in migrating to new financial management systems or enhancing existing systems to meet new requirements. Ultimately, success lies in the data, where Trilogy utilizes industry leading Business Intelligence and Business Performance Management tools to assess the overall effectiveness of financial business operations and to produce timely, reliable and value-added financial reporting. We have a proven track record of successful implementations for agencies large and small.
Tablespoon is a unique blend of accountants, financial consultants, and former restaurant operators who eat, sleep, and breathe the restaurant business. With decades of experience in the industry, we understand what it takes to grow your business – whether you’re a multi-unit independent restaurant company or a franchise. We provide top shelf technology solutions and real-time financial reporting tools so you can make decisions based on the needs of your business today, not weeks or months ago. And our proven experts offer more than just “a look at the numbers” – we develop specific, actionable business strategies to help you achieve your goals. With an appreciation for great restaurants and deep respect for the people that bring them to life, we nurture the restaurants of today and create the recipes for tomorrow’s success.
Trellance is a leading provider of business analytics and talent services for credit unions, helping them meet the financial needs of today’s digital consumer. With a comprehensive suite of data science solutions, staff augmentation and professional services, the Trellance team ensures credit unions increase efficiency, manage risk, and improve member experience. As credit unions’ tech partner, Trellance brings them to the next frontiers of fintech, filled with powerful tools such as artificial intelligence and machine learning. Data In. Insights out. Learn more at Trellance.com.
Our Philosophy At Heritage Financial Services, we are committed to continually helping our clients improve their financial prosperity with customized strategies that take into consideration their entire financial picture. By taking the necessary steps to position themselves for pursuing their financial goals, our clients can gain greater confidence in their future financial prosperity. Each client is approached as an individual with unique needs and expectations. Our basic philosophy has not changed over decades of service. We listen to our clients. This personalized approach helps make Heritage Financial Services a positive resource in developing, implementing and maintaining a business or individual financial strategy. Through our recommendation process, we assist clients in selecting the product and services that make the most sense for their situation. We promote a “buy and hold” strategy based on proper asset allocation and diversification across the portfolio. As an independent organization, we are positioned to provide objective advice. In addition, we have developed strategic relationships with companies who share in the belief that success is dependent upon placing the long-term interests of our clients above our own. Through the joint efforts of these strong relationships, we are able to provide better service to clients of Heritage Financial Services. Our Process Includes Five Basic Fundamentals: • Establish a Safety Net of cash and Insurance • Get Started Early and Accumulate Money Systematically • Reduce the Impact of Income Taxes • Lower the Risk With Minimal Impact on Return • Build a Portfolio Which Matches Your “Personal Profile” Financial Advisors do not provide specific tax or legal advice. This information should not be considered as specific tax or legal advice. You should consults your tax or legal advisor regarding your own specific tax or legal situation. TR1169833DOFU4/2015
