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Financial Services
Holbrook, NY, US
327 Employees

Headquartered in Holbrook, New York, American Portfolios Financial Services, Inc. (APFS) is a full-service, independent broker/dealer and member firm of FINRA and SIPC, offering a complete range of financial services, including personal financial and retirement planning, securities trading, mutual funds, access to investment research, long-term care planning, insurance products and tax-free investing. Fee-based asset management is offered through its sister subsidiary, American Portfolios Advisors, Inc., (APA), an SEC Registered Investment Advisor. Both entities, along with technology entity American Portfolios Advisory Solutions, LLC, collectively reside under the legal entity American Portfolios Holdings, Inc. (APH). Full-service securities brokerage is available through a clearing firm relationship with Pershing, LLC, a BNY Mellon firm, the securities of which are held on a fully disclosed basis. The company supports independent investment professionals—inclusive of registered assistants and non-registered associates—throughout the nation. American Portfolios has numerous recognitions by a number of industry publications and organizations. Such acknowledgment includes: multiple Broker-Dealer of the Year (Division III) wins by Investment Advisor magazine; multiple ThinkAdvisor LUMINARIES awards; multiple finalist and award wins by WealthManagement.com Industry Award in multiple categories; Corporate Citizen of the Year by Long Island Business News; multiple top placements as one of the Best Companies to Work for in the state of New York by the New York State Society for Human Resources Management (NYS-SHRM) and the Best Companies Group (BCG); and one of the Top Long Island Workplaces.


Information Technology • Financial Services
Alexandria, VA, US
35 Employees

NETBankAudit is a unique financial industry audit and network security testing firm specializing in providing GLBA, FFIEC and SOX compliant assessment and audit services to community financial institutions. We have hundreds of clients supported by our services throughout the US. The name NETBankAudit has become the standard for quality, independent audit services at affordable pricing.


Blockchain • Fintech • Financial Services • Cryptocurrency
New York, NY, US
130 Employees

Axoni is a New York-based technology firm that specializes in multiparty workflows and infrastructure. Founded in 2013 by a team of distributed systems and capital markets experts, the company offers core data infrastructure, application development, and automation tools. Axoni’s technology is used across global capital markets by the world’s leadi


Financial Services
Cinnaminson, NJ, US
8 Employees

The trusted professionals at Montgomery Investment Technology, Inc. are industry leaders specializing in the valuation of options and derivative securities. We deliver software applications, valuation consulting services and training seminars. ASC 718 valuation services are provided for calculting the fair value of market condition awards including TSRs and Price Targets MITI provides financial tools leading to fair and independent financial reporting and analysis. By utilizing state-of-the-art technology and advanced valuation techniques, we bring practical software solutions to investment and financial professionals. FinTools XL is an extensive library of functions for the financial professional. It integrates seamlessly with Excel as an “Add-In” to deliver advanced analytical functionality in a flexible and user-friendly package.


Healthtech • Information Technology • Software • Financial Services • Telehealth • Industrial • Data Privacy
2 Offices
500 Employees

blueBriX is a leading digital health company committed to transforming healthcare through innovative, value-based care technology solutions. Our mission is to enhance operational efficiency, patient engagement, and healthcare outcomes by providing cutting-edge platforms and services that integrate seamlessly into the healthcare ecosystem. At blueBriX, we specialize in telehealth, revenue cycle management (RCM), electronic health records (EHR), and comprehensive digital health solutions. Our solutions are designed to support healthcare organizations in improving their billing processes, streamlining workflows, and ensuring compliance with industry standards. We focus on optimizing medical billing services, helping healthcare providers reduce errors, minimize claim denials, and enhance cash flow. Our telehealth platform empowers healthcare practices to deliver virtual care with ease, offering patients the convenience of remote consultations while maintaining high standards of care. In addition, our EHR solutions enable providers to efficiently manage patient records, track outcomes, and access real-time data to inform clinical decision-making. By leveraging predictive analytics and AI, we help healthcare teams stay ahead of trends and make data-driven decisions. blueBriX is dedicated to providing end-to-end support, from initial implementation to ongoing management, ensuring our clients achieve measurable results. Our value-based care approach is grounded in real-world data and focused on driving improved patient outcomes, reduced costs, and increased satisfaction. Through our solutions, we aim to harmonize healthcare systems, making them more connected, accessible, and effective. Our team of experts works closely with clients to tailor solutions that meet their specific needs, whether it's enhancing telehealth services, improving billing accuracy, or boosting patient engagement. With a deep commitment to innovation, blueBriX continues to evolve with the changing landscape of healthcare. We focus on delivering scalable, sustainable, and secure digital health solutions that foster collaboration, improve efficiency, and ultimately transform the way care is delivered. Our goal is to empower healthcare providers to focus on what matters most—caring for patients—while we take care of the rest.


Financial Services
Dallas, TX, US
30 Employees

We are a forward-thinking financial advisory firm that provides individualized guidance and an elevated standard of care to a select group of aviation professionals, high net-worth families, and businesses, both locally and around the country. Our mission is to be the trusted financial steward for each of our clients. We accomplish this by drawing on decades of experience, embodying passion for service, and leveraging the creative resources of our diverse and talented team. Why Choose Us? Our comprehensive planning process provides our clients with clarity and confidence around their preparedness for the future Our clients find comfort in the conservative approach we take, knowing we have a genuine interest in their goals and will use every ounce of our ability and resources to get the job done Our clients feel confident in a secure future due to our diligent collaboration and aligned values. We consistently strive to exceed our clients’ expectations. Securities offered through Purshe Kaplan Sterling Investments (PKS). Member FINRA/SIPC. Headquartered at 80 State Street, Albany NY 12207. Products purchased through PKS are Not FDIC Insured-May Lose Value – Are Not Guaranteed by any Bank – Are Not A Deposit – Are Not Insured by any Federal or State Government Agency.


Fintech • Payments • Professional Services • Software • Financial Services
2 Offices
580 Employees

When we started Melio, we wanted to totally reinvent the way businesses pay each other. More than an efficient accounts payable tool, we’ve created a digital B2B payment platform that not only saves time but also improves cash flow. With Melio, you choose exactly how you pay and get paid, and stay on top of invoices for good. Every transaction is simple and seamless. We’re proud to help our growing community of businesses spend more time with their customers—and less time with their books.


Financial Services
San Antonio, TX, US
131 Employees

a360inc is a leading technology and outsourcing solutions to the industry's top law firms, title agencies, mortgage companies, and investors. a360’s mission is to radically change the way businesses in process-laden industries manage their operations to reduce risk and optimize financial performance. Compliance-focused solutions span lender and legal technology, claims handling, title data and notary services including RON.


Real Estate • Financial Services
Golden, CO, US
50 Employees

Spartan Investment Group, LLC syndicates investor capital to develop real estate. Spartan's projects range from self-storage facilities to residential raw land development and luxury condos. Spartan's vision is to grow our portfolio of investment opportunities enabling us to provide our investors with solid returns year after year, generate reoccurring revenue for the business, and create lasting wealth for our partners.


Financial Services
Fort Lauderdale, FL, US
62 Employees

Welcome to Credito Real USA Finance! As one of the nation’s, leading auto financing lenders, we offer something a little different in this crowded market. That’s because unlike the rest, we don’t just loan money to our customers. Instead, we focus on empowering them with the tools, resources and education they need to improve their credit, achieve their dreams and ultimately build a better life for themselves and their families. We’ve helped thousands of customers to obtain auto financing and other loans, even with no credit or less-than-perfect credit. Life simply isn’t one size fits all – and we know this! That’s why we're thrilled to offer flexible financing options for each customers individual needs. We take great pride in supporting our customers along their journey to build better credit and a better life, and every decision we make is with that focus in mind. We know how hard you work and we’re committed to supporting you, providing you with outstanding customer service and support, and helping you successfully navigate the lending/credit process during your journey. Today, we are more focused than ever before on delivering a world-class customer experience, Dealer experience and employee experience. We do this by heavily investing in our people and ensuring our employees receive the same stellar support in their lives that our customers receive in theirs. So if you’ve got less than perfect credit and are looking for financial solutions to help you reach your goals – give us a call today! And if you’re a superstar in the auto financing (or similar) industry searching for an equally amazing employer who believes in the power of their people, check out our open jobs today!

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Fintech • Software • Financial Services
4 Offices
341 Employees
DailyPay, Inc. Thumbnail
Fintech • HR Tech • Payments • Social Impact • Financial Services
2 Offices
900 Employees
Enova Thumbnail
Fintech • Information Technology • Machine Learning • Software • Analytics • Financial Services
3 Offices
1459 Employees
Achieve Thumbnail
Fintech • Marketing Tech • Professional Services • Financial Services
3 Offices
1800 Employees
tastytrade/ tastylive/ tastyfx/ tastycrypto Thumbnail
Fintech • News + Entertainment • Software • Financial Services
Chicago, IL, US
265 Employees
Citadel Thumbnail
Information Technology • Software • Financial Services • Big Data Analytics
19 Offices
4000 Employees
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Fintech • Insurance • Financial Services • Cryptocurrency
New York, NY, US
83 Employees
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AdTech • Fintech • Mobile • Financial Services
3 Offices
117 Employees
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Fintech • Software • Financial Services
7 Offices
750 Employees

Financial Services
Allison Park, PA, US
28 Employees

Enterprise Bank was developed to act as Small Business Advisors, not as traditional lenders. As Advisors, we conduct our affairs with honesty, integrity and strict attention to the business needs of each corporate client. We deliver products and services essential for each small business’ growth and survival. Enterprise Bank is not only one of the region’s top SBA lenders, but the only bank created solely to cater to the ever-growing and evolving needs of entrepreneurs with a focus on start-up and turnaround lending. Rather than acting as just a commodity provider of money, Relationship Managers team up with other subsidiaries within the organization to offer clients a complete solution for entrepreneurs. Enterprise Bank is Member FDIC.


Consulting • Financial Services
Pittsburgh, PA, US
67 Employees

Fort Pitt Capital Group is an independent, fee-only investment management firm that provides solutions-based portfolio management and consulting. We manage these two aspects of our business separately – a characteristic that sets us apart from our peers. We prefer that our financial advisors focus on our clients’ needs so our investment managers can devote themselves entirely to implementation of our firm’s value-conscious investment philosophy. Our depth and breadth of experience is one of our greatest strengths. Our founding partners have been working together since 1991, through shifting market environments and consumer moods. All the while, our philosophy has remained steadfast: Preserve capital while maximizing growth and income. Talk with an advisor by calling (816) 482-3773.


Financial Services
Middletown, CT, US
514 Employees

Established in 1825, Liberty Bank is one of the oldest and largest mutual banks in the country. With more than $7 billion in assets, Liberty has 56 banking offices across Connecticut and one in Massachusetts. As a full-service financial institution, Liberty offers consumer and commercial banking, cash management, home mortgages, business loans, insurance and investment services. Named ‘Top Workplace’ by the Hartford Courant every year since 2012 and designated a 2021 Best-In-State Bank in Connecticut by Forbes Magazine, Liberty maintains a longstanding commitment to superior personal service and unparalleled community involvement.


Fintech • Payments • Financial Services
2 Offices
4,405 Employees

Velera, formerly PSCU/Co-op Solutions, is the nation’s premier payments credit union service organization (CUSO) and an integrated financial technology solutions provider. With over four decades of industry experience and a commitment to service excellence and innovation, our company serves more than 4,000 financial institutions throughout North America, operating with velocity to help our clients keep pace with the rapid momentum of change and fuel growth in the new era of financial services. Velera leverages its expertise and resources on behalf of credit unions and their members, offering an end-to-end product portfolio.


Financial Services
San Francisco, CA, US
23 Employees

The largest selection (+250 Million SKUs) at the best price (15% cheaper than Amazon). Described as the first killer app for Bitcoin by the Guardian, it provides a "no brainer"​ value proposition. If you shop on Amazon and have Bitcoin, use Purse to save!


Financial Services
Oakland, CA, US
31 Employees

We're building Grid to help hard-working Americans. We're starting by giving back the money you overpay in taxes today, not next year. Use that extra cash to save for a home upgrade, make the holidays a little brighter, or just give yourself a treat. Grid has already helped thousands of people get a little closer to their dreams. And we're just getting started.


Financial Services
New York, NY, US
11 Employees

Addition Wealth is a holistic financial wellness platform that empowers employees to make smart, informed financial decisions. By taking a tech-forward approach that combines digital tools, community events, expert content, and access to financial professionals, Addition is making personalized financial expertise inclusive and accessible for all employees. Addition partners with forward-thinking employers to help employees make the most of their money.


Financial Services
Irving, TX, US
399 Employees

Finance of America Companies provides a diverse selection of lending products and services that meet customers’ financial needs throughout each phase of their lives. From home loans and reverse mortgages, to commercial real estate loans, to student loans, to a variety of other financial services, we deliver a positive customer experience and do business with a personal touch.


Financial Services
Omaha, NE, US
7,923 Employees

Founded in 1909, Mutual of Omaha is a highly-rated, Fortune 300 organization offering a variety of insurance and financial products for individuals, businesses and groups throughout the United States. As a mutual company, Mutual of Omaha is owned by its policyholders and committed to providing outstanding service to its customers. For more information about Mutual of Omaha, visit www.mutualofomaha.com. Mission: Our mission we help our customers protect what they care about and achieve their financial goals. Vision: For every customer a financial future imagined, planned, and secured. Values: 1. We exist for our customers 2. We act with integrity 3. We are innovative 4. We are accountable for results 5. Together we achieve greatness. Registered Representatives offer securities through Mutual of Omaha Investor Services, Inc., FINRA (www.finra.org)/ SIPC (www.sipc.org). Investment Advisor Representatives offer advisory services through Mutual of Omaha Investor Services, Inc. This is not an offer or solicitation in any jurisdiction where we are not authorized to do business. Home Office Address: 3300 Mutual of Omaha Plaza, Omaha, NE 68175. The third-party comments displayed are not verified, may not be accurate and are not necessarily representative of our client experiences. Any links to third-party websites and resources are provided solely as a convenience to you and not as an endorsement of the content. We make no representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party. Insurance products and services are offered by Mutual of Omaha Insurance Company or one of its affiliates. Mutual of Omaha Insurance Company is licensed nationwide. Each underwriting company is responsible for its own contractual and financial obligations.


Financial Services
New York, New York, US
8 Employees

WisdomTree is a global financial innovator, offering a well-diversified suite of world-class exchange-traded products (ETPs), models and solutions. We empower investors to shape their future and support financial professionals to better serve their clients and grow their businesses. WisdomTree is leveraging the latest financial infrastructure to create products that provide access, transparency and an enhanced user experience. Building on our heritage of innovation, we are also developing next-generation digital products and structures, including digital funds and tokenized assets, as well as our blockchain-native digital wallet, WisdomTree Prime™. For more information about WisdomTree and WisdomTree Prime™, visit: https://www.wisdomtreeprime.com. Please visit us on Twitter at @WisdomTreeNews. WisdomTree® is the marketing name for WisdomTree, Inc. and its subsidiaries worldwide.