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Financial Services
2 Offices
450 Employees

Ramp is building the next generation of finance tools—from corporate cards and expense management, to bill payments and accounting integrations—designed to save businesses time and money with every click. More than 10,000 customers cut their expenses by 3.5% per year and closing their books 8x faster by switching to the Ramp platform. Founded in 2019, Ramp powers the fastest-growing corporate card and bill payment software in America and enables billions of dollars of purchases each year. Ramp continues to grow at an increasingly large scale, more than doubling its revenue run rate in the first half of 2022. Valued at $8.1 billion, Ramp's investors include Founders Fund, Stripe, Citi, Goldman Sachs, Coatue Management, D1 Capital Partners, Redpoint Ventures, General Catalyst, and Thrive Capital, as well as over 100 angel investors who were founders or executives of leading companies. The Ramp team comprises talented leaders from leading financial services and fintech companies—Stripe, Affirm, Goldman Sachs, American Express, Mastercard, Visa, Capital One—as well as technology companies such as Meta, Uber, Netflix, Twitter, Dropbox, and Instacart. Ramp was named Fast Company’s most innovative finance company in 2022.


Financial Services
Acton, MA, US
20 Employees

Powered by the leading app for promoting financial literacy for kids, Jassby allows you to manage chores, send allowances, or simply reward your kids for a job well done. Teach them the sound habits of saving, giving, and spending responsibly. Empower them with financial freedom and guide them as they grow, with Jassby, the safe, easy to use money app for families. We have a financial literacy score that rewards your kids and teens for learning and participating in good financial behavior. Parents can manage chores, and allowances, and help set saving goals with their teens while managing how they spend that money, directly through the Jassby app and through the Jassby Shop. The Jassby Shop is a curated online store within the Jassby app featuring top brands that is a safe online environment for kids and teens to start buying and giving online. As a brand and app for teens, we take pride in providing the tools to help your family build fundamental skills and knowledge around finances. Join us today on Jassby.com or in the Apple or Google Play Stores!


Fintech • Financial Services
Atlanta, GA, US
47 Employees

First Performance Global delivers a feature-rich platform that augments card transaction data in real-time and enables card issuers and processors to reduce fraud and operational costs, create new revenue streams, and increase customer satisfaction and loyalty.


Financial Services
Atlanta, GA, US
136 Employees

By providing objective advice and creating comprehensive plans, Capstone Financial is a premier, single-source wealth management firm in Atlanta. We are a MassMutual agency and have been steadily growing since our firm was founded in Atlanta in 1886. Today, it is still our vision to help our clients navigate the complexities of managing wealth and will continue to deliver the same customized solutions now as we have since our start. Our approach to setting financial goals and building strategies around them is three-fold: Consultative, Collaborative, and Comprehensive. By asking the right questions, and intuitively listening to your answers, we set the groundwork. Then, we work with you and our extended team of partners to craft an individualized financial plan to help you achieve your goals. Various perspectives and possibilities are considered to give you a customized, thorough strategy for wealth accumulation and preservation. Your goals, your priorities, your dreams, your decision. Please call us if you have any questions about our firm or the range of financial products and services we provide.


Financial Services
Memphis, TN, US
10 Employees

Lenahan, Smith and Bargiachi, CPA’s is a full service CPA frim located in Memphis, Tennessee. Our firm is small enough where we can maintain personal relationships with our clients while having the knowledge base to be able to handle the most complex accounting matters.


Financial Services
Houston, TX, US
2,004 Employees

Republic State Mortgage Company is a regional US residential mortgage banker. Our Purpose is Building Relationships At Republic State Mortgage, we believe in building relationships that deliver happiness and fulfill the American Dream. This purpose statement is how we approach each and every one of our customers. Our goal is to deliver you the best home lending options through an experience that leaves you comforted and confident about your decision. Your happiness is our priority. How It All Started Republic State Mortgage Co. (RSMC) is a full-service mortgage banker headquartered in Houston, Texas. Founded in 1994, RSMC is a privately held company owned and operated by Paulina McGrath and Robert Wagnon, a native Texan. With more than 20 offices spread across eight states, RSMC provides its customers with "best in class"​ loan products custom-tailored to fit nearly every financial scenario.


Financial Services
Manitowoc, WI, US
302 Employees

Bank First is headquartered in Manitowoc, Wisconsin. Through a combination of acquisitions and de novo offices, our Bank has expanded to serve the financial needs of those throughout Wisconsin. Our growth has been achieved through our relationship-based model of banking. We take pride in knowing our customers on a personal level and working together to create value for themselves, their families, and the communities in which we live. As a result of our growth throughout the State of Wisconsin, our valued customers have access to an increased lending capacity, a wider range of products and services, an expanded branch network, and a larger team of bankers dedicated to providing superior financial solutions that are value driven. Bank First employs over 300 full-time equivalent staff and has been consistently named one of the best banks to work by American Banker. At Bank First, we strive for excellence, not only for our customers, but for our employees, community, and shareholders as well. Our focus on excellence has resulted in Bank First being recognized as one of the top performing banks in the United States. We are one of 26 banks in the country to be awarded the Raymond James Community Bankers Cup. The award recognizes the top 10% of community banks in the nation based on profitability, operational efficiency, and balance sheet metrics. Additionally, we have been recognized on the Keefe, Bruyette & Woods Bank Honor Roll. As Bank First looks to the future, we will continue to focus on our relationship-based model of banking and expanding our reach throughout the State of Wisconsin. Bank First will continue to expand through organic growth and in the form of de novo branches and strategic acquisitions in the coming years and is excited for the opportunity to provide superior products and services to a larger base. Member FDIC | Equal Housing Lender.


Financial Services
Washington, DC, US
554 Employees

Accion is a global nonprofit committed to creating a financially inclusive world, with a pioneering legacy in microfinance and fintech impact investing. We catalyze financial service providers to deliver high-quality, affordable solutions at scale for the 1.8 billion people who are left out of — or poorly served by — the financial sector. For more than 60 years, Accion has helped tens of millions of people through our work with more than 200 partners in 63 countries.


Financial Services
Portland, OR, US
25 Employees

Many years helping clients of all kinds with widely varying needs and distinct situations can be distilled down to this simple realization: You want a definite Course of action, the Confidence to pursue it diligently and the Clarity to see what’s down the road and meet it head on. Advice at a Higher Level is all about satisfying those 3 Cs. Independence allows us the freedom to do it in the most objective, transparent way possible. As fiduciaries, we place your best interests above all else so that we become not only trusted advisors of your wealth, but stewards of your goals.


Financial Services
Santa Clara, CA, US
14 Employees

EnrichVideo by Amigobulls enables financial institutions to create seamless HNI client experiences, increasing engagement by 5x. The new normal has accelerated the need to go digital without losing the personal touch. EnrichVideo drives client engagement with personalization and interactivity and helps banks and wealth management firms to acquire, engage and upsell to their HNI clients. All client communication - emails, videos, podcasts, PDFs are made interactive, enabling financial advisors to capture clients’ investment preferences and feedback from these existing digital touch-points. Leading global banks are using EnrichVideo to engage with their clients. With the founding team's deep understanding of the finance domain and technology, the company also works as an "innovation lab on hire" for HNI client engagement. Want to learn more? Do get in touch with us at [email protected] or visit our website at https://enrichvideo.com/

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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
5000 Employees

Financial Services
New York, NY, US
1,330 Employees

The Public Sector Pension Investment Board (PSP Investments) is one of Canada's largest pension investment managers with $230.5 billion of net assets as of March 31, 2022. It manages a diversified global portfolio composed of investments in public financial markets, private equity, real estate, infrastructure, natural resources and private debt. Established in 1999, PSP Investments manages net contributions to the pension funds of the federal Public Service, the Canadian Forces, the Royal Canadian Mounted Police and the Reserve Force. Headquartered in Ottawa, PSP Investments has its principal business office in Montréal and offices in New York, London and Hong Kong. For more information, visit investpsp.com or follow us on Twitter and LinkedIn.


Financial Services
Philadelphia, PA, US
400 Employees

American Heritage Credit Union is a member-owned financial cooperative with more than $4 billion in assets serving more than 800 Workplace Partners and more than 250,000 members, with more than 35 locations across Philadelphia, Bucks, Montgomery, Delaware, and Camden Counties. Founded in 1948, American Heritage Credit Union is now one of the top 100 largest credit unions in the United States. For more information about American Heritage Credit Union please visit at www.AmericanHeritageCU.org. Value Proposition We offer you the right financial solutions because you're family. Mission Statement To provide Quality and Convenient Service to meet the financial needs of our Members while enhancing relations with our Sponsor Companies and the Community.


Software • Financial Services
Cambridge, MA, US
118 Employees

oneZero develops multi-asset class trading technology, which empowers financial institutions and brokers to compete in today’s ever-changing global markets. Our powerful software solutions serve all your trading needs, delivering the highest reliability, scalability and high-performance trading technology. oneZero was founded in 2009 by technology experts Andrew Ralich and Jesse Johnson in Cambridge, MA. We have been liquidity neutral and independent ever since. Our technology handles $100B+ ADV, 6M+ transactions/day, and billions of quotes/day. We have 100+ global employees delivering superior results for 200+ customers from development and operations centers in Asia, Australia, Europe, North America and the United Kingdom. oneZero is backed by a top-tier growth private equity firm, Lovell Minnick Partners.


Edtech • Consulting • Financial Services
Franklin, TN, US
1,238 Employees

Ramsey Solutions is on a mission to give hope to people in every walk of life by providing information and tools to help with their money, relationships, business, work/life balance, and more. New York Times best-selling author Dave Ramsey created the company in 1992 as a means to provide financial counseling and education. Ramsey Solutions has since grown to more than 1000 team members. Ramsey Solutions measures its success by the number of lives changed through our message. “The Ramsey Show” is heard by more than 20 million listeners each week on over 600 radio stations and digital platforms. More than 5 million people have been through Financial Peace University, and over 1 million people have attended Live Events across the county. Foundations in Personal Finance, a high school and college curriculum, is offered in more than 10,000 schools and educational institutions. Ramsey Solutions also offers speakers and personalities that cover a variety of topics. Rachel Cruze, Christy Wright, Ken Coleman, Dr. John Delony, George Kamel, & Courtney Dyksterhouse have spoken to thousands of people across the country and worked with many media outlets. Ramsey Solutions provides biblically based, common sense education and empowerment that gives HOPE to everyone in every walk of life.


Financial Services
Santa Monica, CA, US
39 Employees

Turner is an institutional investment management firm based in Los Angeles and charged with a simple mission - to create innovative and durable solutions to today’s challenges by investing in community-enriching infrastructure in underserved communities. Turner Impact Capital brings a multi-disciplinary investment approach to underserved markets characterized by large mismatches between the supply and demand of community-serving infrastructure and related services. We pursue compelling opportunities in markets where the traditional investor has been either the government or philanthropy. These opportunities are often overlooked by conventional investors, and intensified by demographic trends


Financial Services
Town of De Witt, NY, US
1,403 Employees

Community Bank System, Inc. is a diversified financial services company based in DeWitt, NY that is focused on four main business lines – banking, benefits administration, insurance services and wealth management with total assets over $15 billion. Its banking subsidiary, Community Bank, N.A. is among the country’s 100 largest banking institutions and operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont, and Western Massachusetts. In addition to a full range of retail, business, and municipal banking services, the Company offers comprehensive financial planning, trust administration and wealth management services through its Community Bank Wealth Management, operating unit. The Company’s Benefit Plans Administrative Services, Inc. subsidiary is a leading provider of employee benefits administration, trust services, collective investment fund administration and actuarial consulting services to customers on a national scale. The Company’s OneGroup NY, Inc. subsidiary is a top 100 U.S. insurance agency and provides personal and commercial lines of insurance and other risk management services. Community Bank System, Inc. is listed on the New York Stock Exchange and the Company's stock trades under the symbol CBU.


Financial Services
Scottsdale, AZ, US
23 Employees

Dovly is all things credit, all in one place, for all Americans. We are the first automated credit engine that fixes, manages, and maintains credit scores. With our proprietary algorithms and direct integrations with the credit bureaus, we pride ourselves on helping members remove errors from credit their reports, monitor credit, and get ahead of problems quickly, easily, and efficiently. Along the way, we provide credit education and personalized financial recommendations to ensure the success of every member.


Financial Services
Tampa, FL, US
686 Employees

Founded in 1989, Amscot Financial, Inc. is an American financial services company headquartered in Tampa, Florida. We provide consumer financial services through a network of 237 retail branches located exclusively within Florida. Our core services include check cashing, bill payment, prepaid access cards, short-term cash advances, money orders, ATMs in every branch, wire transfers, notary services, fax services, and postage. Amscot’s brand is The Money Superstore. Many Amscot branches are open 365 days a year with longer hours, providing convenient access to financial services. We operate retail branches in 20 Florida counties including Hillsborough, Pinellas, Pasco, Hernando, Polk, Hardee, Highlands, Manatee, Sarasota, Orange, Osceola, Seminole, Lake, Volusia, Brevard, Marion, Citrus, Flagler, Broward and Miami-Dade counties. Our commitment to our customers, employees and the communities in which we operate has contributed to our success as a great place to work and where consumers can find a variety of financial services options.


Financial Services
Rolling Meadows, IL, US
67 Employees

Since its inception in 1995, HiThink consistently excels as the industry-leading provider of decision support tools allowing investors to make rational investment and scientific decisions. Powered by HiThink's hundreds of analysts, 15 years of research experience and data accumulation, your institution can be assured to receive the most compelling, accurate and competitive market data available and will place you ahead of ever-evolving mobile hardware and brokerage software technologies. HiThink is accessible to its 100 million registered mobile users world wide, via a wide variety of platforms (ios, Android, Blackberry, Windows Phone 7, etc.). For more information on our cutting-edge technology and how HiThink can customize mobile solutions for your institution and the clients you support, please contact us. HiThink Financial Services Inc. www.HiThink.com 5005 Newport Dr, Suite 500 Rolling Meadows, IL


Fintech • Mobile • Real Estate • Financial Services • PropTech
Seattle, WA, US
15 Employees

Concreit enables private real estate investing for everyone by making it as effortless as setting up a savings account or a digital wallet. Concreit a mobile-first company that is easy, flexible, and more rewarding than traditional ways of real estate investing. We've helped over 15,000 investors and counting build wealth.