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Financial Services
Nashville, Tennessee, USA
198 Employees

KraftCPAs PLLC is one of the largest independent CPA firms in Tennessee. With more than 240 professionals and offices in Nashville, Chattanooga, Columbia, and Lebanon, we provide audit, tax, and accounting services, as well as a broad range of consulting services.


Blockchain • Financial Services
Lenexa, Kansas, USA
36 Employees

Diamante Blockchain Holdings Inc. is a global, decentralized finance platform successfully ​​implementing and developing a competitive blockchain-enabled ecosystem for trade, payments, and financing. Diamante Blockchain offers a borderless, limitless, and secured foundation to empower businesses and individuals with its native digital asset, DIAM. The Diamante ecosystem consists (i) Proprietary blockchain network – Diamante Net (ii) Consortium of luxury goods and service industry stakeholders – Diamante Consortium (iii) DeFi payments application – PayCircle iv) Exclusive NFT-Metaverse platform Founded in 2018, Diamante Blockchain solves the most significant challenges threatening global commerce today. 1. Time-consuming multi-currency Fiat and digital payments 2. Expensive exchange rates and processing fees 3. Lack of access to instant and easy financing 4. Opaque and volatile transaction cost


Fintech • Software • Financial Services
New York, New York, USA
115 Employees

OpenFin is a high-growth enterprise productivity tech company backed by the world’s largest banks and most respected FinTech VCs, including J.P. Morgan, Barclays, HSBC, Wells Fargo, SC Ventures, Bain Capital Ventures, DRW, Nyca Partners, and Pivot Investment Partners. OpenFin modernizes and democratizes app development and distribution in the finance space. We provide a secure OS that brings a fast and intuitive app experience to the financial desktop. Built on Google’s Chromium, OpenFin combines native experience, data sharing, lightning-fast distribution, and robust security with an agile web development and deployment model to accelerate digital transformation and innovation. Within finance, the number of firms utilizing OpenFin technology has grown from 2,400 to 3,800 since the launch of Workspace in May 2021.


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.


Financial Services
Suwanee, Georgia, USA
14 Employees

Since 1986, Mersereau, Lazenby, & Rockas, LLC has assisted individuals, businesses, and non-profit organizations in the management of their financial resources. One of our major objectives as a firm is to enable clients to manage their financial resources in a cost-effective and efficient manner. A major emphasis of our firm is to provide timely and efficient assistance to nonprofit organizations and churches that will enable them to use their financial assets effectively and meet their financial obligations in a competent and trustworthy manner. Audit and tax services are only a fraction of the services we provide. For some of our clients, both business and nonprofit, we function as the primary management and fiscal advisor to the executive director, board of directors, and controllers. We also provide advice in various information systems-related areas, including billing, payroll, third party reimbursements, and management information.


Financial Services
Atlanta, Georgia, USA
63 Employees

CRIF Select Corporation has the pleasure of serving some of the most successful financial institutions and auto dealerships in the country. CRIF Select combines innovative technology, services and consulting to enable clients to be leaders in the the indirect lending industry. This is achieved with knowledgeable and passionate people, strong partner cooperation and long-term interactive client relationships. We specialize in helping our clients create, maintain and grow their indirect lending programs through CRIF Select technology and services. Loan Origination System, Dealer Market Management and Loan Package Processing & Fulfillment allow you to offer a complete solution to the market, and scale your business without having to hire additional staff.


Financial Services
Dayton, Ohio, USA
896 Employees

Fiera Capital is a leading independent asset management firm with a growing global presence and approximately CAD 174.5 (USD 139.7) billion in assets under management as of March 31, 2022. The Company delivers customized and multi-asset solutions across public and private market asset classes to institutional, financial intermediary and private wealth clients across North America, Europe and key markets in Asia. Fiera Capital's depth of expertise, diversified investment platform and commitment to delivering outstanding service are core to our mission of being at the forefront of investment management science to create sustainable wealth for clients. Fiera Capital trades under the ticker FSZ on the Toronto Stock Exchange. Headquartered in Montreal, Fiera Capital, with its affiliates in various jurisdictions, has offices in over a dozen cities around the world, including New York (U.S.), London (UK), and Hong Kong (SAR). Fiera Capital Corporation does not provide investment advisory services, or offer investment funds, in the United States or to U.S. persons. In the U.S., asset management services are provided by the Firm’s U.S. affiliates, including Fiera Capital’s U.S. division, Fiera Capital Inc., which is registered with the U.S. Securities and Exchange Commission (SEC). Registration with the SEC does not imply a certain level of skill or training. Additional information about Fiera Capital Corporation, including the Firm's annual information form, is available on SEDAR at www.sedar.com. Additional information about Fiera Capital’s U.S. division is available in its annual Form ADV at www.sec.gov/iard. For important disclosures related to Fiera Capital, please visit: www.fieracapital.com/en/legal-notice For important disclosures related to Fiera Capital’s US division, please visit: us.fieracapital.com/important-disclosures/#goto-social-media-disclosures


Enterprise Web • Information Technology • Software • Business Intelligence • Financial Services
Milpitas, California, USA
154 Employees

Eltropy enables Financial Institutions to digitally engage in a secure and compliant way via Text, Video, Audio, Secure Chat and Social Messaging. Using our world-class digital communications platform, Credit Unions, Banks, Debt Collectors, Insurance Companies, Lenders and FinTechs can improve operations, engagement and productivity. Eltropy also integrates with IT systems, such as Symitar and Corelation, and uses Analytics to provide engagement insights


Fintech • Real Estate • Financial Services
Fully Remote, USA
110 Employees

CrowdStreet is a leading online commercial real estate investing marketplace. Our customer, the individual investor, joins the CrowdStreet community to learn about and invest directly in institutional-quality private real estate deals. Our mission is to deliver the best online real estate investing experience and make it easy for individual investors to diversify their portfolios. CrowdStreet has been recognized as a leader in the commercial real estate and technology spaces and we're proud to be included on some of the industry's most influential lists. 2024 CNBC World's Top Fintech Companies 2024 Investopedia Best Real Estate Crowdfunding Platform for Experts 2024 Benzinga Best Alternative Investment Platform for Real Estate Crowdfunding 2023 BuiltIn Best Places to Work in Austin 2022 Forbes Best Startup Employers 2022 Investopedia Best Overall Real Estate Crowdfunding Platform 2022 BuiltIn Best Midsize Companies to Work for in Austin 2022 Benzinga Best Alternative Investment Platform for Real Estate Crowdfunding 2022 Financial Technology Report Top Financial Technology CEOs 2021 Deloitte Technology Fast 500 2021 Gower #1 Leading Real Estate Crowdfunding Marketplace 2020 The Oregonian Top Places to Work 2020 Oregon Technology Awards Accelerate Company of the Year 2020 Portland Business Journal Fastest-Growing Private Companies in Oregon & SW Washington


Blockchain • Financial Services
Mountain View, California, USA
9 Employees

Our Currency Agnostic Blockchain links procurement and contract management, financing arrangements, direct enterprise control of corporate payments and inventory tracking in a buildable manner. The result is a Liquid Supply Chain, where data flows downstream in real time and early payments flow upstream in a risk-mitigated manner from new pools of capital. We were founded in 2014. Our investors include NTT Docomo Ventures, Blockchange Ventures, Digital Currency Group, Amino Capital and Fenbushi Capital. Our advisors include Ken Rosenberg, SVP of Bridge Bank; Professor Baba Shiv of Stanford GSB and Mas Sakamoto, angel investor and former tech executive. With a strong team of serial entrepreneurs from Harvard, Stanford, MIT, Berkeley, Columbia and UPenn, we are looking to help enterprises break free from the complexities and costs associated with their Inventory and bring forth the vision of ‘Collaborative Commerce’ where trade partners can interact in a friction ­free manner and gain deep visibility into their supply chain so they can make smart forecasting decisions, and not be constrained by cash flow.


Artificial Intelligence • Fintech • Machine Learning • Financial Services
Burbank, California, USA
51 Employees

The world’s most innovative lenders rely on ZestFinance to do more profitable lending through machine learning. Our Zest Automated Machine Learning (ZAML™) software is the only solution for explainable AI in credit, and we automate risk management so our customers can focus on lending safely to more people. Our mission is to make fair and transparent credit available to everyone, and we thrive on solving hard problems that have a big impact on people's daily lives. Applying Google-like math to improve credit decisions, we use machine learning and data science to help companies make more accurate credit decisions. The company was founded in 2009 by Douglas Merrill, who was formerly CIO at Google. Currently, ZestFinance is one of the fastest growing U.S. financial technology startups. We built ZAML to accelerate our mission by powering credit and underwriting at global financial firms. ZAML consumes vast amounts of data to more accurately identify good borrowers, enabling higher repayment rates for lenders and lower-cost credit for consumers. ZestFinance is determined to hire crazy smart people who are different from each other to create broad thinking, lots of different ideas, and by extension, build the best team possible. We’re growing fast, and we’re looking for exceptional, caring, “Zesty” people to join our team. Our culture is special to us, and we’re proud of it. We thrive on diversity in our workplace, and we offer awesome benefits. If you want to solve hard problems and make people’s lives better, talk to us!


Financial Services
Greenville, South Carolina, USA
725 Employees

Heights Finance provides installment loans and related products designed to help hardworking, everyday people get the money they need to help make ends meet. Heights Finance has become one of America’s leading consumer finance companies. Today we have over 400 branches, each staffed with friendly, knowledgeable loan specialists who pride themselves on helping customers get the money they need, and treating each and every person with the respect they deserve. Heights Finance most important resource is our people. Working here means you are not just an employee, but you will be part of a team that shares common goals and mutual success. This is where you work if you want to make a difference in your own life, your customer’s lives and the lives of others in your community. Eligible employees can access our benefits program that includes a 401(k) and health coverage for you and your dependents.


Financial Services
Houston, Texas, USA
40 Employees

We are a full service financial advisory firm located in Houston, Texas. We approach every client situation with education and specialize in strategies to reduce the impact of taxes on their financial plans. Let’s build a strong, and efficient financial future - together.


Financial Services
Dallas, Texas, USA
14 Employees

Smith Group Asset Management is a business of Cantor Fitzgerald Investment Advisors. Based in Dallas, Texas we are dedicated to providing high quality investment management service to a limited number of institutional and high net worth clients. The firm's team of experienced investment professionals, all of whom possesses advanced degrees and/or hold the Chartered Financial Analyst designation, implements a repetitive, multi-step engineering approach to portfolio management. The firm takes a team-based approach to investing and believes that the combination of their return-stabilizing, risk management approach, with their earnings, valuation and quality focused stock selection process will produce superior portfolio results that are repeatable, less volatile, and consistent over long periods of time. To view recent publications by the Smith Group Asset Management team, please visit www.smithasset.com


Financial Services
San Jose, California, USA
113 Employees

We’re just what you’d expect in a financial institution and more than you ever imagined. For more than 70 years, we’ve focused our attention on providing members with the best financial solutions possible. With more than 50,000 members, Santa Clara County Federal Credit Union—more commonly known as County Federal—remains steadfast in our commitment to county, city and school employees and the affiliated organizations that support them. We provide this family of organizations with exceptional service based on a philosophy we call the County Federal Experience. It revolves around our innovative products and solutions, coupled with our empathetic approach that empowers, enriches and enhances our members’ financial lives. With services like online bill pay, mobile check deposit, and so much more, you can get access to precisely what you want in whatever manner that suits your need. Our members can take advantage of our entire line of products—and work with our seasoned financial experts throughout the entire process. County Federal has been able to develop outreach programs to benefit those in our community. We have helped many young members reach their educational goals through our scholarship program. We also dedicate time and money to various non-profit organizations within our field of membership. At County Federal, you’ll know right away that you aren’t just a customer, you’re a member. And that means preferred rates, a comprehensive line of products and services—and the kind of personal service that builds Relationships for Life. County Federal was originally chartered in the State of California under the name Santa Clara County Employees Credit Union. County Federal serves Santa Clara County employees, but also San Benito County, many cities within Santa Clara County, Santa Clara County Office of Education, Valley Medical Center and many other agencies, companies and non-profit organizations affiliated with the County.


Cloud • Software • Financial Services
San Francisco, California, USA
987 Employees

FinancialForce accelerates business growth with customer-centric ERP, Professional Services Automation (PSA), and Customer Success Operations solutions. Run on the leading cloud platform, Salesforce, FinancialForce enables organizations to see their customers in full color to unlock customer insights, deliver innovative experiences, run a digital business, and achieve agility and resilience. Founded in 2009 and headquartered in San Francisco, FinancialForce is backed by Advent International, Salesforce Ventures, and Technology Crossover Ventures. For more information, visit www.financialforce.com.


Financial Services
Burlington, Vermont, USA
51 Employees

Reconciled provides industry-leading virtual bookkeeping and accounting services for busy business owners and entrepreneurs across the US. We hire the best talent available and we set the standard for consistency and quality that you can count on.


Fintech • Financial Services
2 Offices
74 Employees

Growfin is the modern accounts receivable automation software that helps enterprises accelerate cash collections and makes cash flows more predictable by giving real-time visibility into receivables, making collections smarter and more collaborative, and automating manual processes


Financial Services
Charlotte, North Carolina, USA
2,846 Employees

When we started Cardinal Financial, we set out with the intention of creating a better mortgage experience. We wanted to reimagine and modernize the way home loans are obtained by bringing increased transparency, simplicity, and speed into an industry that has oftentimes lacked all three. Fast-forward to present day and we’re still the same group of innovative thinkers who want to turn the mortgage industry on its head. Backed by our proprietary loan processing technology, Octane, we consistently offer some of the lowest rates and fastest closings in the industry while providing great service and striving to deliver a personal experience to all who choose to do business with us. We are committed to transforming the trying process of buying a home into a simple procedure that doesn’t drain the joy of accomplishing a lifelong goal. Our business is fueled by our passion for connecting people to the home of their dreams. A lot of lenders will tell you they’re the best, but at Cardinal Financial, we can prove it. A 2022 Great Place to Work®-Certified company: https://www.greatplacetowork.com/certified-company/7045431 www.cardinalfinancial.com NMLS #66247 | NMLS Access: http://www.nmlsconsumeraccess.org/ For additional licensing information please visit: https://cardinalfinancial.com/nmls-licensing/ Cardinal Financial Company | 3701 Arco Corporate Dr, Charlotte, North Carolina 28273


Financial Services
Rockville, Maryland, USA
12 Employees

The SHS difference is about client focused customer service. We pick up the phone! No Auto-attendants! No dialing multiple extensions! Payroll is complicated so in today's automated world, it's nice to talk to a real live person.