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Financial Services
South Jordan, Utah, USA
210 Employees

In today’s competitive world, it takes unparalleled service, advanced technology, and financial expertise to become and remain the leader in corporate foreign exchange. We combine our past years of experience with the present needs of our clients to provide solutions through competitive exchange rates and a host of tailored international financial solutions.


Automotive • Fintech • Information Technology • Analytics • Financial Services
Austin, Texas, USA
180 Employees

Open Lending specializes in loan analytics, risk-based pricing, risk modeling and automated decision technology for automotive lenders throughout the United States. Open Lending’s flagship product, Lenders Protection™, is a unique auto lending enablement platform. It utilizes proprietary data and advanced decisioning analytics to provide lenders with a powerful way to increase near and non-prime auto loan volumes, without adding significant risk to their auto loan portfolio.


Fintech • Marketing Tech • Financial Services
Chicago, Illinois, USA
365 Employees

For over 30 years, Rewards Network has powered the leading dining rewards programs in the United States. Thousands of restaurants benefit from the financial and marketing services provided by the company, which include the provision of capital and numerous promotional programs via email, mobile and social media.


Mobile • Payments • Financial Services
2 Offices
310 Employees

Vanco serves those who improve their communities. We are a technology leader specializing in payment and donation processing and education administration software. We serve more than 40,000 customers in education, faith-based organizations, nonprofits and professional services markets. We provide easy-to-use technology tools that stabilize and increase donations for churches and nonprofits. Our web-based education software removed administrative work, streamlines payments and improves class registration for school districts, universities, adult education institutions, youth enrichment programs and community education groups. Our brands include the GivePlus eGiving suite used by thousands of churches, ASAP education administration software, Charms music program management technology and RevTrak education payment processor. Vanco is also the parent of TryBooking, a leading event hosting and ticketing company used by schools, businesses and event organizers throughout Australia, New Zealand and the UK. After a recent period of significant growth, Vanco has offices across the United States and in Mexico and Australia.


Financial Services
New York, New York, USA
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.


Financial Services
Overland Park, Kansas, USA
649 Employees

Founded in 1992 in Kansas City, we are rooted in the Midwestern values of respect, keeping your word, and treating people fairly. We started with a staff of one local mortgage lender, whose goal was to grow into a mortgage company known for its ethics and stellar customer service. As LeaderOne expanded into more than 90 branches, over 550 employees, and over 280 licensed originators, we have maintained those principles, allowing us to provide our clients and referral partners with exceptional mortgage experiences. LeaderOne’s highly qualified mortgage professionals are currently originating over $4 billion in mortgages annually and servicing over $1 billion in conventional and government loans. WHO WE ARE LeaderOne Financial Corporation is a revolution in mortgage banking. Our 100% employee-owned business model combines the best of both worlds; a commitment to individual empowerment with the backing of a solid, experienced, and committed team. We take ownership and support one another, and our customer experience is a direct reflection of that. Our belief in employee engagement doesn’t have a finish line, and we embrace the possibilities that come our way. OUR MISSION IS A BETTER MORTGAGE EXPERIENCE LeaderOne is dedicated to facilitating the dream of homeownership by providing clients and referral partners with unbeatable service. We believe in earning trust by communicating quickly and proactively and simplifying the overall process. We strive to offer the right mortgage for each unique financial picture at a competitive and fair price. Simply put, our main goal is to amaze our customers, referral partners, and employees. Top 100 Mortgage Companies in America 2015-2018 – Mortgage Executive Top Mortgage Lenders 2015-2018 – Scotsman Guide Exceptional Achievement in Business Growth – 2016 Ellie Mae Hall of Fame Inductee Top 10 Best Companies to Work For 2018 - Mortgage Executive Magazine NMLS# 12007 Equal Housing Lender https://www.nmlsconsumeraccess.org/


Financial Services
New York, New York, USA
2,661 Employees

ICAP, part of TP ICAP group, is a leading markets operator and provider of execution and information services. Efficient financial markets are vital to global and national economies. As a leading markets operator ICAP provides a wide variety of electronic execution and information services for wholesale market participants. ICAP facilitates the flow of capital and investment through the financial system and supports government and corporate borrowing.


Financial Services
Jersey City, New Jersey, USA
12 Employees

An innovative provider of customizable prime brokerage technology solutions for financial institutions


Financial Services
Seattle, Washington, USA
24 Employees

401(k) plans designed to be low cost and easy to setup for any size business. ShareBuilder 401k brings together digital ease with great service to help you save more for retirement and on taxes too. Our mission is to Lead Americans to Save. We believe everyone can be a Saver, and we're delivering the technology, investment and service expertise to help make it happen for you. We pioneered online quote to purchase of 401(k) plans and the all index-fund investment roster (using Exchange-Traded Funds and one Money Market) to help any size business and their employees enjoy the benefits of a low-cost, high-service 401(k) plan. ShareBuilder 401k was launched in 2005 with the goal of making retirement savings plans accessible for all. Today, we serve over 6,000 companies across America offering 401(k) plan design consulting, employee education, digital setup, and investment management services. Investment advisory services are offered by ShareBuilder Advisors, LLC, an SEC-registered investment advisor. ShareBuilder 401k is the marketing name of ShareBuilder Advisors, LLC. © 2019 ShareBuilder Inc. All rights reserved.


Financial Services
Ann Arbor, Michigan, USA
44 Employees

Two award-winning broker-dealers and a registered investment adviser live under the same roof in Ann Arbor, Michigan — Sigma Financial Corporation and Parkland Securities, LLC, broker-dealers, and one Sigma Planning Corporation, an RIA. We are dedicated to helping independent representatives and their clients build their legacies. Independence. DELIVERED.

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Fintech • Software • Financial Services
Chicago, Illinois, USA
345 Employees
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Fintech • Information Technology • Machine Learning • Software • Analytics • Financial Services
3 Offices
1782 Employees
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Fintech • Financial Services
15 Offices
1500 Employees
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Fintech • Information Technology • Financial Services
New York, New York, USA
868 Employees
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Fintech • Other • Software • Analytics • Financial Services
4 Offices
580 Employees
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Fintech • Mobile • Payments • Software • Financial Services • Cryptocurrency
New York, New York, USA
200 Employees
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Fintech • Real Estate • Software • Financial Services • PropTech
3 Offices
235 Employees
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Cloud • Fintech • Software • Financial Services
Chicago, Illinois, USA
120 Employees
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Fintech • Financial Services
2 Offices
200 Employees

Financial Services
Las Vegas, Nevada, USA
13 Employees

Welcome to Torchlight Tax & Financial Solutions Our goal is to lower your tax bill without shortcuts that put you at risk. Just expert knowledge and hard work to get you EVERY TAX BREAK THE LAW ALLOWS Our services include: Free Consultation Accurate tax preparation Back returns and amended returns filed Minimal legal taxes and maximal legal refunds IRS Representation Getting Offers in Compromise negotiated and approved Getting Installment Agreements negotiated and approved As Enrolled Agents, our tax knowledge is confirmed by the federal government and we are licensed to represent you before the IRS. Call us or email using the free consultation form on this site. You can also call or email us on any of the numbers or addresses provided when you click on Contact Us on our home page. We can save you money in the following areas of specialization: Tax Preparation --Amended Tax Returns-Past Returns IRS Representation --Offers In Compromise --Installment Agreements--Un-collectible status -- Business Returns- Sole Proprietors, Partners, LLCs, C-Corporations, S-Corporations Tax Planning --Incorporation to save taxes, Investment Counseling, Tax Strategies Accurate Bookkeeping --Payroll If you need tax help or have tax questions, contact us for a free consultation The dollars-and worry- you save, will be your own.


Fintech • Professional Services • Software • Financial Services
Fully Remote, USA
40 Employees

Asset Class is a global software provider serving the Private Capital Markets ​for Private Equity and Venture Capital Firms ​ ​We have built an end-to-end, fully digital Platform to manage our customer's Deal Management, Portfolio Management, Capital Raising, Subscription Management, and Investor Relations lifecycles ​ ​We build great products and work with ​over 400 Funds Globally to make them look great too!


Professional Services • Financial Services
3 Offices
5,461 Employees

Each day is an opportunity to imagine and plan for tomorrow. To think ahead, anticipate, and peer around corners. To see what’s unfolding in our world. At Moss Adams, we believe in the power of possible. In the face of accelerating change—where so much seems unplanned, unmanaged, and uncertain—we’re inspired by the extraordinary potential companies and individuals possess to discover and claim their future. We advise clients at all intervals of development—from start-up to rapid growth and expansion, to transition—collaborating on what’s important to them and their business. Delivering a full spectrum of accounting, consulting, and wealth management solutions, we’re immersed in the industries we serve and contextualize engagements with guidance and insight tailored to the nuances of each situation. We view the world through new ideas and help our clients elevate their business performance. Join us as we help clients create and manage the future, and rise. Upward. Our service lines include: ● Assurance ● Tax ● IT Consulting ● Strategy & Operations ● Transactions Consulting ● Individual Wealth Management ● Institutional Wealth Management


Fintech • Information Technology • Financial Services • Cryptocurrency
Indianapolis, Indiana, USA
160 Employees

Ren provides the technology and service so donors focus on giving and organizations focus on growth. Ren brings together more than three decades of philanthropic expertise and seasoned fintech innovators to create a next-generation platform designed to fuel philanthropic giving at scale. Together with our customers, our focus is to usher in a new wave of growth and impact – through technology and services that enable more confident and efficient giving. Our goal is to supply technology and services that enable our customers and their clients to reach new heights.


Financial Services
United States
7 Employees

MJD Advisors is a boutique, tech-forward, CPA firm that specializes in providing SOC 2 examinations for technology companies around the world. In addition to SOC reporting, we offer additional services related to your information security program. We take care in assessing the risk factors of your organization and assure you remain compliant, so you can focus on growing your business. We are digitally founded and believe effective use of technology, collaboration, planning, and common sense are the keys to delivering a highly valuable service with speed, straightforward pricing, and a remarkable customer experience.


Analytics • Financial Services
Bethesda, Maryland, USA
68 Employees

The Oakleaf Group is an advisory firm with expertise in risk analytics and financial modeling for the mortgage and financial services industries. We work to tailor solutions to match the needs of our clients and industry standards, combining customer knowledge with domain expertise and operational flexibility. Our culture of client-focus and responsiveness, coupled with continual process improvement and quality, position us to deliver innovative solutions.


Financial Services
Raleigh, North Carolina, USA
86 Employees

Issuer Direct is a leading communications and compliance company, providing solutions for both Public Relations and Investor Relations Professionals. Our comprehensive solutions are used by thousands of customers from emerging startups to multi-billion dollar global brands, ensuring their most important moments are reaching the right audiences, via our industry leading newswire, IR website solutions, events technology, and compliance solutions. For more information, please visit www.issuerdirect.com.


Professional Services • Financial Services
5 Offices
7,279 Employees

CACEIS is the asset servicing banking group of Crédit Agricole and Santander dedicated to asset managers and institutional investors. Through offices across Europe, North and South America, and Asia, CACEIS offers a broad range of services covering - execution, - clearing, - forex, - securities lending, - custody, - depositary, - fund administration, - fund distribution support, - middle-office outsourcing and issuer services. CACEIS is a consolidator in the European asset servicing market and posts sustained growth in its business activities. The group holds over €5 trillion in assets under custody and over €3.4 trillion in assets under administration (figures as of 31st March 2024).


Financial Services
Fort Worth, Texas, USA
44 Employees

Innovate provides an end-to-end servicing platform for consumer auto loans and leases. Innovate services all credit spectrums. Through it’s four branded business lines, Innovate offers auto loan and lease servicing, lines of credit, bulk portfolio purchases, backup servicing, vehicle remarketing, and consulting services. Innovate provides loan and lease direct and indirect originations/acquisitions, credit evaluation, underwriting and funding. Servicing includes a fully automated customer contact solution which supports customer care, collections, invoicing, payment processing, custodian, title administration, recovery, and remarketing on both a primary and backup basis. Innovate assists investors, banks, credit unions, finance companies, and auto dealerships across the United States. Since Innovate’s foundation in 2009, the mission has been to generate returns for its investors, efficiently servicing client portfolios, and remarketing collateral, while maintaining expected levels of client service and customer satisfaction.


Financial Services
Boston, Massachusetts, USA
40 Employees

Knox helps you turn a property you already own into an investment that delivers passive income, with none of the work or hassle. Knox created the Frictionless Ownership Platform to streamline the entire process for an owner, from finding renters to taking care of maintenance to managing finances. Knox is on a mission to make owning investment property effortless and as simple as owning a share of stock or a savings bond. You continue to own the property, and Knox is incentivized to make that investment perform. The Knox platform uses data and automation to optimize your property’s investment returns: - Build wealth dramatically faster than you can with stocks and bonds - Investments optimized to your financial goals - Multiply your principle over the long-term - Financing options available to turn equity into cash - A source of consistent, passive income - Diversify your portfolio and beat the S&P 500 - Maximum tax deductions with the paperwork you need to easily file. Speak with Knox first.