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Financial Services
Tampa, FL, US
447 Employees

Schellman is a leading provider of attestation and compliance services. We are a globally licensed PCI Qualified Security Assessor, an ISO Certification Body, HITRUST CSF Assessor, and a FedRAMP 3PAO. Renowned for expertise tempered by practical experience, Schellman's professionals provide superior client service balanced by steadfast independence. Our approach builds successful, long-term relationships and allows our clients to achieve multiple compliance objectives through a single project team.


Financial Services
Atlanta, GA, US
16 Employees

WealthMD was founded by Seth Cohn and Scott Varon. Originally college friends, they reconnected in 2002 as seasoned financial services professionals and quickly discovered they had similar financial philosophies. Years before they went into practice together, Seth had seen firsthand that doctors received little education on personal finances and efficient practice management. As Seth and Scott joined forces, they continued to enhance the popular Business of Medicine lecture series. Seth and Scott put their heads together and decided they could expand the lecture series to additional teaching hospitals in Atlanta and beyond. The partnership grew from there, and together they co-founded the firm now known as WealthMD. Today, WealthMD’s team of advisors focuses on the financial planning needs of healthcare professionals – from residents to established physicians to CRNAs, in almost every single specialty.


Financial Services
Houston, TX, US
411 Employees

Alltran is more than just a new name. It’s a whole new way of doing business. We have united industry leading organizations with over 100 years of combined experience across the Revenue Cycle and Accounts Receivable Management spectrum. We now offer our clients, patients and consumers more know-how and support than ever before. At Alltran, we transform lives by helping individuals and families resolve their financial issues. We transform bottom lines by helping companies collect for their services. It’s our goal to become a transformational force in our very industry, too. Alltran is headquartered in Houston, Texas with Centers of Excellence in Arizona, Minnesota, Maryland, Oklahoma, & Kentucky. We serve clients throughout the United States. Formerly United Recovery Systems, ProSource Billing, J.C. Christensen & Associates, CareCall, and Financial Health Strategies.


Fintech • Payments • Social Impact • Financial Services
New York, NY, US
60 Employees

Lili is an all-in-one banking app designed for freelance workers. Combining banking services with real-time expense tracking, tax tools, and financial insights, Lili empowers independent workers with the tools they need to stay in control of their finances while saving time and money.


Financial Services
Coplay, PA, US
184 Employees

First Commonwealth is a consumer-friendly alternative to banking. We offer all the services you're accustomed to, but at better rates and lower fees. That's because we're structured differently than banks. Banks are in business to earn profits for their stockholder investors. Our credit union exists to improve your financial well being. We don't have stockholders. Instead, we're cooperatively owned by our members (account holders). We return our profits to our members in the form of higher dividends on savings, lower rates on loans and lower fees. General Information Becoming a Member is Easy Simply visit us online at www.firstcomcu.org or call our Member Response Line at 610.821.2403. We can easily determine your eligibility. Please do not comment with personal account numbers, social security numbers, PINs, passwords, or other confidential information. This is not a secure site. If you have a question about your accounts, please contact us at 610.821.2403. Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA www.finra.org /SIPC www.sipc.org ) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. First Commonwealth Federal Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members. Investment representatives at First Commonwealth Federal Credit Union are licensed to transact securities business in PA. For more information concerning CFS or its representative(s) associated with this site, please review FINRA Broker Check by accessing the following link and typing in the firm / representative information in the search field. http://brokercheck.finra.org/Search/Search


Fintech • Financial Services
5 Offices
10,001 Employees

Helping Homeowners is What We Do!® Consider joining us to help fulfill our mission of helping homeowners. As an Ocwen team member, your mission is to delight the customers or co-workers you serve through caring service and innovative solutions. Our talented, diverse team members are dedicated to helping the homeowners and investors we serve. As an industry leader in foreclosure prevention and loss mitigation, Ocwen has completed over 776,700 loan modifications, over 318,000 Home Affordable Modification Program (HAMP) sponsored modifications, 49% more than the next highest servicer. Each team member, regardless of their role, is proud of Ocwen’s focus on helping families stay in their homes and improving financial outcomes for investors. Ocwen Financial Corporation is a financial services holding company which, through our subsidiaries, is one of the largest mortgage companies in the United States. Our primary business is mortgage loan servicing and origination. Homeward Residential originates and purchases residential mortgage loans through direct channels. Liberty Home Equity Solutions provides reverse mortgage loan solutions. Headquartered in West Palm Beach, Florida, Ocwen's global community has team members are located throughout the United States, U.S. Virgin Islands, India and the Philippines.


Cannabis • Financial Services
San Francisco, CA, US
88 Employees

Dama offers the most sophisticated and comprehensive banking, payments, and business management solutions for CRBs, integrating product, operations, compliance, and financial data in a more usable and flexible solution than any current offering in the industry. The easy-to-use, highly scalable platform fulfills the business needs and regulatory obligations of any licensed cannabis business — across all verticals — everywhere cannabis is legal.


Angel or VC Firm • Software • Financial Services
2 Offices
88 Employees

Fractal provides aspiring entrepreneurs with a business idea, a highly capable and complementary co-founder, capital, and ongoing support. Together, we’ll create fast-growing vertical SaaS companies that help modernize overlooked American industries.


Financial Services
Marietta, GA, US
10 Employees

Wiser Wealth Management is a fee-only, fiduciary wealth management firm. Many people are afraid of making the wrong financial decisions. Our advisors work with you to provide a path to financial success, so you can enjoy what really matters. Disclaimer: This page is a publication of Wiser Wealth Management, Inc “Wiser Wealth.” The firm is registered as an investment adviser with the SEC and only conducts business in states where it is properly registered/notice filed or is excluded from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability. Wiser Wealth Management, Inc does not offer legal, accounting or tax advice. Advice provided by Wiser is given only within the context of our contractual agreement with the client. The information and opinions contained on this page have been prepared solely for informational purposes and are not a solicitation, an offer or a recommendation to buy or sell any security or instrument, or to participate in any trading strategy or activity; and are not to be relied upon in making any investment decision. Clicking the “Like” button is not a testimonial for or endorsement of Wiser Wealth or any of its Investment Adviser Representatives. Visitor posts must refrain from recommending investment advisory services or providing testimonials for the firm or its employees, as they are prohibited by securities regulators. This page may post links to information contained on a third-party website. Wiser Wealth does not endorse or accept responsibility for the content of any third-party website and is not affiliated with any third-party website or social media page. We cannot be held responsible for information, services or products found on websites linked to our page. Should any client have questions or concerns regarding this disclaimer, please contact our office at 678-904-4450 or email [email protected].


Insurance • Financial Services
3 Offices
1,286 Employees

Reliance Matrix delivers employee benefits, absence management and workforce productivity solutions through the financial stability of a top-rated insurance carrier, the agility and innovative spirit of a Third Party Administrator (TPA), and the daily commitment of thousands of team members across America. Where larger competitors offer size, we inspire confidence and long term engagement through integration, reliability and dedication to providing customized solutions. Reliance Matrix innovates and provides technology-driven absence and benefit solutions that enable employees and employers to manage time away from work. We help employers attract and retain valuable human capital through thoughtful, inclusive benefit programs delivered with care. We bring top-tier regulatory knowledge and cutting edge technology to help optimize workforce productivity and compliance. We offer a seamless member experience customized to each individual’s need and event. We integrate our solutions and expertise with leading HR technologies to ensure accuracy, efficiency and a superior customer experience. We are a proud member of the global Tokio Marine Group, one of the oldest, largest and most respected insurance organizations in the world. In the business hierarchy, human capital is the most precious of assets. Reliance Matrix delivers comprehensive, integrated solutions and services to attract, protect and help optimize an employer’s work force in a changing, challenging world

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Fintech • Software • Financial Services
4 Offices
341 Employees
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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
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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
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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
Wyomissing, PA, US
788 Employees

What we believe in: At Customers Bank, we are dedicated to providing exceptional value, service and convenience as part of an overall effortless banking experience. Our high-tech, high-touch approach to banking allows us to deliver a superior selection of products and services. Who we serve: We’re a community-based, full-service bank that offers a continually expanding portfolio of loans to small businesses, multi-family projects, mortgage companies and consumers nationwide with locations in Illinois, Massachusetts, New Hampshire, New Jersey, New York, North Carolina, Pennsylvania, Rhode Island and Texas. Our way of banking: Our approach to banking is built on three core pillars – commitment to human connections, dedication to innovation and the latest technology, as well as our responsibility to ground innovation in our deep experience and reliable financial foundation. We’re focused on our customers, employees, and investors every day — connecting them to real opportunities, helping them grow, and doing it all with speed and agility so they can get further, faster. More information: To learn more, visit us at http://customersbank.com. Customers Bank, a subsidiary of Customers Bancorp, Inc., is an equal opportunity lender and a member of the Federal Reserve System with deposits insured by the Federal Deposit Insurance Corporation. Customers Bancorp, Inc. voting common shares are listed on the New York Stock Exchange under the symbol CUBI. Member FDIC - Equal Housing Lender. Privacy Policy: We discourage Customers Bank customers from sharing personal identification data such as account numbers, social security numbers, or phone numbers on social media. Please send a direct message if you have questions regarding your account. To learn more, visit our website at https://www.customersbank.com/privacy-notice/.


Financial Services
Roseville, CA, US
82 Employees

We finance all types of equipment. Whether you are looking for Commercial or Industrial Vehicles, Construction, Manufacturing, Warehouse, Arbor, or Mining Equipment, We Can Finance It. We are experts in finance and we cover all industries. We specialize in lending to small and mid-sized businesses like yours. Apply Today to secure financing for the equipment your business needs to grow. If you would like to grow your business or want to find out more information about Topmark Funding please get in touch with us: By phone at (866)-627-6644 or by email at [email protected]


Software • Financial Services
Rochester, MI, US

OneStream Software provides a market-leading intelligent finance platform that reduces the complexity of financial operations. OneStream™ unleashes the power of finance by unifying corporate performance management (CPM) processes such as planning, financial close & consolidation, reporting, and analytics through a single, extensible solution. We empower the enterprise with financial and operational insights to support faster and more informed decision-making. All in a cloud platform designed to continually evolve and scale with your organization. OneStream is an independent software company backed by private equity investors KKR, D1 Capital Partners, Tiger Global, and IGSB. Our primary mission is to deliver 100% customer success, which we’ve done successfully since our inception. To learn more visit www.onestreamsoftware.com.


Consumer Web • Fintech • Insurance • Financial Services
San Francisco, CA, US
721 Employees

At NerdWallet, we’re on a mission to provide clarity for all of life’s financial decisions. Every day, we help people find the right credit cards and mortgage rates, refinance their student loans, track their spending and so much more. We're proud to say that millions of people turn to Nerds for our objective advice, expert info, and helpful tools. Speaking of Nerds — we're a passionate, mission-driven bunch. We know what's best for our business means doing what’s best for our consumers, and we foster professional growth while striking this balance. We work collaboratively and empathetically, guided by our company values: Hypothesize, Build, Measure, Learn; Drivers Before Solutions; Consumer, Company, Team, Self; Candid and Constructive; and Relentless Self-Improvement. In 2019, Inc. included NerdWallet on its list of the Best Workplaces, and the San Francisco Business Times listed us as one of the 50 Greater Bay Area Financial Tech Companies. Beyond generous compensation packages, we also provide a range of benefits, including top-notch health, dental, and vision insurance; commuter and gym stipends; great PTO and both maternity and paternity leave; and catered breakfasts and lunches in our beautiful San Francisco office. In 2020, NerdWallet expanded internationally. UK-based Know Your Money joined the NerdWallet family. Together, we aspire to provide the most comprehensive financial comparison website in the UK, while continuing to provide clarity for all of life’s financial decisions.


Financial Services
Miami, FL, US
328 Employees

Conhecer a instituição financeira que cuidará do seu património é tão importante quanto escolher investimentos certos para você. Por isso queremos nos apresentar. Prazer, somos a Avenue e nossa missão é lhe dar acesso de qualidade ao sistema financeiro americano. Roberto Lee, CEO e fundador, e seus sócios dedicaram mais de 20 anos de carreira ao desenvolvimento de corretoras de valores no Brasil. Sempre focados em Pessoas Físicas, investidores individuais e sempre de forma digital. Nosso time tem a convicção de que contribuiu decisivamente para o movimento de desbancarização: a fuga dos grandes bancos rumo a investimentos mais racionais e antes inacessíveis. Em 2017, ficou claro para o nosso time que, se a nossa vida é globalizada, ela exige como contrapartida o acesso a alternativas de investimentos globais. Não apenas pela busca de oportunidades e ativos voltados à proteção, mas principalmente pela busca de mais alternativas para investimentos atrelados ao dólar. Quando nossa equipe percebeu que o interesse dos bancos e corretoras independentes ia no sentido contrário, e que o acesso somente seria dado aos clientes institucionais ou milionários, decidiram que era hora de mudarem para os EUA, e iniciarem o projeto da Avenue. Aqui, todos os investidores são bem-vindos. Sua primeira corretora nos Estados Unidos. Oferta intermediada por Avenue Securities DTVM. Leia os disclaimers em avne.us/disclaimers.


Financial Services
El Segundo, CA, US
879 Employees

Cetera Advisor Networks is an independent broker-dealer that was founded in 1983 as Financial Network Investment Corporation, a pioneer on the emergent independent-contractor broker-dealer scene. It was built on the belief that financial advisors could enjoy even greater success by joining high-performance teams offering local support and guidance while sharing best practices across a nationwide network. From that belief, the firm's hallmark regional model was born – a model that built the firm into one of the nation's largest and most successful independent broker-dealers. Cetera® Advisor Networks LLC, member FINRA / SIPC.


Financial Services
Cambridge, MA, US
49 Employees

Browne Consulting Group provides accounting, finance and human resources services to venture backed start-up and emerging companies. Our part-time services are provided on-demand and we scale with your company as you grow. We provide a deep bench of experience without needing to increase headcount and incur full-time payroll costs.


Fintech • Payments • Financial Services
2 Offices
59 Employees

Come and build the easiest and most rewarding way to pay!


Insurance • Financial Services
2 Offices
692 Employees

Solartis Policy Administration - The perfect balance of cutting-edge technology and human expertise. Solartis provides two complimentary solutions for the entire policy life cycle process across all P&C lines of businesses and programs. These offerings are Solartis Insure, our Low Code Fully Configurable Cloud-based Microservice Platform, and Solartis Administer, our Business Process Outsourcing Services. By combining the strengths of our cutting-edge technology and expert personnel, we offer a one-of-a-kind approach to overcoming industry challenges. Our solutions facilitate immediate market entry, cost reductions, streamlined business processes, and seamless integrations. Solartis Insure Our low code, fully configurable, API-centric policy administration platform is built from the ground up on microservice architecture. Solartis Insure is deployed in a secure and robust cloud infrastructure that supports the entire policy administration process for all P&C lines of business, including all the ISO Commercial Lines in 50 states. Solartis Administer Our On-Demand Business Process Outsourcing services provide essential human support to our customers' policy processing operations and ensure swift market entry for new programs, cost reductions, and process improvements with our people services, robotic process automation, and workflow management technology.


Financial Services
Willmar, Minnesota, US
83 Employees

Christianson PLLP is a Certified Public Accounting Firm who is dedicated to providing solutions to our clients needs. We have dedicated sigificant time and resources to ensure that our staff, at all levels, has the knowledge to meet the specific needs of our clients. Industries we serve include: Agriculture, Construction, Health Care, Hospitality, Manufacturing, Non-profit and Renewable Energy We also provide a Practice Monitoring Program for other accounting firms If you are looking for an accounting firm who is dedicated to your success you have found it with Christianson PLLP.