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Financial Services
Morrisville, NC, US
280 Employees

RegEd is the market-leading provider of RegTech enterprise solutions with relationships with hundreds of enterprise clients, including 80% of the top 25 financial services firms. Established in 2000 by former regulators, the company is recognized for continuous regulatory technology innovation with solutions hallmarked by workflow-directed processes, data integration, regulatory intelligence, automated validations, business process automation and compliance dashboards. The aggregate drives the highest levels of operational efficiency and enables our clients to cost-effectively comply with regulations and continuously mitigate risk. Trusted by the nation’s top financial services firms, RegEd’s proven, holistic approach to RegTech meets firms where they are on the compliance and risk management continuum, scaling as their needs evolve and amplifying the value proposition delivered to clients.


Fintech • Financial Services
Houston, TX, US
1,300 Employees

Envoy is changing the mortgage experience for our homebuyers, business partners and associates by investing in efficient digital technology that produces faster results and delivers the best customer service experience available in the industry.


Financial Services
San Francisco, CA, US
10 Employees

Willow Servicing automates mortgage servicing operations and compliance.


Financial Services
West Palm Beach, FL, US
18 Employees

SeedTrust provides dependable escrow services to intended parents, surrogates, and egg donors during collaborative reproductive arrangements. Our goal is to provide our clients with fund management during a process that is focused on trust, transparency, and accessibility. Through our unique, proprietary client portal,SeedTrust offers clients 24/7 access to their entire escrow file, including the disbursement/reimbursement calendar, copies of contracts, and copies of all related receipts/invoices. SeedTrust is owned and operated by a Certified Public Accountant and an Attorney. Client funds are held and managed through a non-interest bearing Attorney Trust Account regulated by the Florida Bar Association and secured by the Florida Bar Association’s Client Security Fund. Learn more at www.seedtrustescrow.com


Real Estate • Financial Services
New York, NY, US
177 Employees

Ready Capital (NYSE: RC) is a multi-strategy real estate finance company that originates, acquires, finances and services small- to medium-sized balance commercial loans. We specialize in loans backed by commercial real estate, including agency multifamily, investor and bridge as well as SBA 7(a) business loans. Headquartered in New York City, Ready Capital employs over 600 lending professionals nationwide.


Financial Services
Franklin, TN, US
95 Employees

Southeast Financial Credit Union has been serving members since 1936. Our goal is to provide members with the tools they need to be financially successful in every stage of their lives. We've helped members buy their first home, purchase or refinance their vehicles, consolidate their credit cards, invest for retirement, save for college, and more. We have 13 branch locations in Tennessee, Kentucky, and Mississippi, and our Member Services and Loan Call Centers are available to members by telephone and email. Free mobile banking apps for iPhone, Android, Tablets, and Kindle devices allow members to manage their accounts, deposit checks, transfer funds, pay bills, and more, anytime, anywhere, 24-hours a day. Joining is easy, too, with online account opening and loan applications at southeastfinancial.org. Equal Housing Lender. Federally insured by NCUA.


Financial Services
Spartanburg, SC, US
789 Employees

Since our founding in 2007, American Credit Acceptance has become a leading national provider of auto finance solutions. Managing more than $5 billion in assets, we start with a common-sense lending approach for our dealer partners and end with an affordable payment program for our customers. This has allowed us to experience double digit growth over each of the last 10 years. Our 1,000+ associates work across departments and time zones to serve over 380,000 customers and over 2,750 dealers in 50 states. With integrity and a strong vision, we’re forging a path in the industry – and helping our customers secure reliable and affordable transportation along the way.


Fintech • Payments • Financial Services
Leawood, Kansas , US
2,936 Employees

Starting in Central Europe in 1994 and growing to a global real-time digital and cash payments network with millions of touchpoints today, Euronet (NASDAQ: EEFT) now moves money in all the ways consumers and businesses depend upon. This includes money transfers, credit/debit processing, ATMs, point-of-sale services, branded payments, currency exchange and more. With products and services in more than 200 countries and territories provided through its own brand and branded business segments, Euronet and its financial technologies and networks make participation in the global economy easier, faster and more secure for everyone


Financial Services
Scottsdale, AZ, US
22 Employees

Headquartered in Scottsdale, Arizona with an office in New York, martinwolf is a leading M&A Advisory firm focusing exclusively on the mid-market IT industry. Our team features a diverse staff of principals and senior bankers, many of whom are themselves experienced owner-operators and technology executives from around the globe. We are uniquely poised to advise our clients on their many opportunities to create value and drive continued success. Throughout our 21 years as a firm, we have completed more than 155 middle-market IT transactions and sold eight divisions of Fortune 500 companies across 20 different countries, demonstrating unparalleled experience in the IT Services, IT Supply Chain, and Software as a Service (SaaS) space. martinwolf is partnered with leading financial services companies, creating opportunities to find the perfect partner for your company wherever they may be.


Financial Services
Santa Monica, CA, US
14 Employees

Crosscut Ventures is a seed-stage venture capital firm in Los Angeles. The firm invests $1,000,000 to $3,500,000 in start-ups that have the potential to scale, disrupt, and build large markets. Crosscut is a catalyst for innovation, bringing decades of expertise in technology and entrepreneurship to help passionate founders build world-class companies. Founded in LA, the firm has been committed to powering the entrepreneurship community in southern California since 2008.

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Fintech • Payments • Software • Financial Services
3 Offices
900 Employees
Beyond Finance Thumbnail
Fintech • Financial Services
2 Offices
1400 Employees
DailyPay, Inc. Thumbnail
Fintech • HR Tech • Payments • Social Impact • Financial Services
2 Offices
900 Employees
Achieve Thumbnail
Fintech • Marketing Tech • Professional Services • Financial Services
3 Offices
1800 Employees
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Financial Services
19 Offices
289097 Employees
Self Financial Thumbnail
Fintech • Mobile • Social Impact • Software • Financial Services
Austin, TX, US
350 Employees
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Artificial Intelligence • Cloud • Fintech • Professional Services • Software • Analytics • Financial Services
19 Offices
2500 Employees
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Information Technology • Professional Services • Retail • Software • Consulting • Financial Services • Agriculture
14 Offices
2000 Employees
Upgrade, Inc. Thumbnail
Fintech • Payments • Travel • Financial Services
San Francisco, CA, US
1515 Employees

Software • Financial Services
Palo Alto, CA, US
21 Employees

MOVO® Digital Cash. Next generation digital banking with powerful, secure and fast payment functionality. MOVO® is more than a banking service, a mobile payments wallet or a financial hub. It’s an all in one-digital-financial solution designed for speed and backed by unparalleled security, so you can do more with your digital cash network in real time, right from the app. Use MOVO Pay® to send and receive digital cash usually in minutes. Plus, expect no delays or holds on your funds, you can use it right away. Create digital CASH Cards for the most secure, quick, and convenient payment process. Schedule and pay bills fast and on the go using eCheckbook. Load cash to your MOVO Account™. Find the nearest Mastercard rePower® locations to easily load cash at thousands of stores. Transfer funds from another bank account to MOVO® or from PayPal, Venmo, Square, Cash, Google Wallet, and other payment platforms. Third-party fees may apply. No cost direct deposit your paycheck for same day access and use of your cash. Manage account balances, deposits, and transactions. Live customer support. Reach our MoPros at (844) 659-0351 or email us at [email protected]. MOVO® is available to consumers regardless of financial background or credit history. Because we put security first, enrollment requires applicants to go through ID verification which includes providing personal information such as SSN, DOB, and address. Federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an Account. When you open a MOVO Account™, we will ask for your name, address, date of birth, and other information that will allow us to identify you. We may also ask for a copy of your driver’s license or other identifying documents. Account opening is also subject to other fraud prevention measures. #LetsMOVO Download the App: https://apps.apple.com/us/app/movo-digital-cash-network/id1538828856


Fintech • Financial Services
4 Offices
21,504 Employees

BlackRock is a global asset manager. We help investors build better financial futures. As a fiduciary to investors and a leading provider of financial technology, our clients turn to us for the solutions they need when planning for their most important goals. Our founding mission was to establish a firm that thinks differently about managing investment risks to best serve our clients, and this is still at our core today. We challenge businesses to reach higher standards. We use technology to think beyond what’s possible. We provide investment solutions for every need. We aim to simplify a complex world. We help chart paths towards financial health. We are BlackRock, and we are invested in your financial well-being. Follow us for global insights shaping the economy, thought leadership, and more information on culture and careers at BlackRock. https://www.blackrock.com/corporate/compliance/social-media-guidelines


Financial Services
Indianapolis, IN, US
14 Employees

As a small to medium size business or as an individual, it can be a challenge to find the time and energy to address the financial aspect of your company or personal finances. You may find yourself short on time and overwhelmed. No matter the reason, OnTarget CPA has a carefully crafted suite of services designed to help you – because we believe the secret to financial success starts with a great accountant. What are some of the OnTarget CPA services for companies? • Business Planning and Consulting • Business Tax Preparation • Business and Strategic Planning • Advanced Accounting Software OnTarget CPA even offers CFO Services on a temporary or permanent basis with the high level of expertise you would expect. We go the extra mile by providing guidance for efficient and profitable business operations and strategies, notifying you of any obvious trends in the books and keeping an eye on your overall financial health. OnTarget’s Certified Public Accountants can provide the knowledge and experience to guide your business through: • All Aspects of Bookkeeping • QuickBooks Services and Trainings • Tax Planning and Consulting • IRS Representation To help your personal life stay organized, OnTarget CPA offers individuals services for: • Personal Tax Preparation • Education Funding • Financial Planning, Timing of Income and Deductions • Divorce • Estate and Retirement Planning We’ll help individuals with any current or future business adventures such as Rental Real Estate, business purchases & investments and income tax projections. We will use our knowledge and expertise to assist you with IRS representation so you can rest assured that we’re leveraging our expertise to get the best possible result for you. If you would like to take advantage of OnTarget CPA's free consultation, then schedule a meeting at: https://www.ontargetcpa.com/ and let’s start the discussion of your financial strategy today.


Information Technology • Financial Services
Denver, CO, US
29 Employees

Excellere Partners is a Denver-based private equity investment firm, specializing in partnering with entrepreneurs and management teams - building enduring value with a spirit of partnership and excellence. With $1.36 billion of committed capital across its three funds, Excellere Partners employs a proven research-driven, top-down investment strategy, and supports its entrepreneurs and management teams with a proprietary value creation process designed to enhance corporate and operational infrastructure for scalability and growth. Excellere's investments are focused on emerging companies positioned to benefit from industry consolidation and favorable macro-economic and demographic trends. The Firm's targeted industry sectors include: energy, power and infrastructure products and services; healthcare; industrial technology and services; and business services.


Financial Services
7 Offices
173 Employees

STOXX® and DAX® indices cover a global and comprehensive family of more than 17,000 strictly rules-based and transparent indices. Best known for the leading European equity indices EURO STOXX 50®, STOXX® Europe 600 and DAX®, the portfolio of index solutions consists of total market, benchmark, blue-chip, sustainability, thematic and factor-based indices covering a complete set of world, regional and country markets. STOXX and DAX indices are licensed to more than 550 companies around the world for benchmarking purposes and as underlyings for ETFs, futures and options, structured products and passively managed investment funds. STOXX Ltd. is the administrator of the STOXX and DAX indices under the European Benchmark Regulation and exercises control over all benchmark administration processes within ISS STOXX. ISS STOXX is a leading provider of comprehensive and data-centric research and technology solutions that help capital market participants identify investment opportunities, detect qualitative and quantitative portfolio company risks, and meet evolving regulatory requirements.


Fintech • Machine Learning • Natural Language Processing • Financial Services
Palo Alto, CA, US
25 Employees

In a world of information overload, Yewno uses artificial intelligence to create knowledge from structured and unstructured data, linking and mapping concepts for levels of never-before insight. This cutting-edge technology, known as the Yewno Knowledge Graph, is currently being applied across Financial Services, Education, Publishing, Government, and Life Sciences to deliver products and solutions that change the way the world processes information and makes decisions.


Fintech • Financial Services
Lakewood, OH, US
306 Employees

We’re proud to have been a constant and reliable presence in Northeast Ohio for 80+ years. With 18 full-service branches and assets nearing two billion dollars, First Federal Lakewood is the largest, independent, depositor-owned bank in Ohio. We’re unique in that we’ve always considered our customers, employees, local businesses and the wellbeing of the community in our decisions--not shareholders. When you choose First Federal Lakewood as your banking institution or employer, you’re choosing to join people just like you who believe in their community and are committed to helping it thrive. Our uniqueness is in our friendly, neighborhood banking experience, which also makes for a pretty great work environment. Our bank colleagues are important given that we specialize in serving our neighbors and businesses who stimulate the economic vitality of the communities where we live and work. We work every day to provide individuals and business with checking and savings options, mortgage lending, investment services, and much more. Each and every colleague plays a role in our success, and our communities’ success. That’s something to be proud of. Equal Housing Lender. Member FDIC.


Financial Services
Kansas City, MO, US
1,148 Employees

We are Block Advisors by H&R Block. Our tax pros help small business owners get every credit and deduction they deserve—with tax prep available year-round and 100% accuracy guaranteed.


Payments • Sales • Software • Financial Services
San Francisco, California, US
60 Employees

Anrok is the modern sales tax solution for SaaS businesses. With Anrok, finance leaders can easily monitor, calculate, and remit tax across any financial stack. By connecting your invoicing, payment, and employee systems to a single platform for tax compliance, businesses can automate the manual work and reduce unnecessary expenses around sales tax and VAT. Take tracking remote employees for example. With Anrok, you can just click a button and set up alerts for whenever you hire a remote employee in a jurisdiction that taxes your software products. Based in San Francisco, Anrok is backed by the world's best investors - including Sequoia Capital and Index Ventures.


Blockchain • Fintech • Information Technology • Software • Financial Services
Fully Remote, US
46 Employees

iownit.us is a rapidly growing US-based financial services company pioneering a new niche in the investment business area. We are building the next-generation capital markets platform to provide our clients with an efficient, secure and simplified tool for private securities investing, which automates and streamlines routine processes and frees all market participants to focus on what matters the most to them. So underpinning the business is an enterprise-private permissioned blockchain platform that creates a unique opportunity to create a new capital raising and trading infrastructure that provides a trusted, secure source of information at a materially lower cost to use, while being compliant with very strict US regulatory requirements. Our mission is ambitious and we want to leverage technology to digitize private securities and radically improve the functioning of the private markets.