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Financial Services
Buffalo Grove, Illinois, USA
157 Employees

GTreasury is the leading innovator of integrated SaaS treasury and risk management solutions for the digital treasurer. Developed using the latest technology, GTreasury helps empower organizations on their path to strategic treasury, by enabling total visibility into their cash, liquidity, payments and financial risk management. With enterprise clients spanning North America, EMEA and APAC, GTreasury is headquartered in Chicago with offices in London, Sydney and Manila. GTreasury acquired and merged with Visual Risk in 2018.


Financial Services
Houston, Texas, USA
16 Employees

Smith, Graham & Co. Investment Advisors, L.P. ("Smith Graham"​) is an SEC-registered investment advisory firm. Since 1990, we have proudly provided institutional clients with asset management services. Smith Graham specializes in managing fixed income and equity assets. We define success by delivering consistent value-added performance to our clients. Smith Graham manages approximately $6 billion in assets for a broadly diversified, institutional client base including public funds, corporations, endowments, and Taft-Hartley plans.


Financial Services
14 Offices
1,900 Employees

Balyasny Asset Management (BAM) is a diversified global investment firm founded in 2001 by Dmitry Balyasny, Scott Schroeder, and Taylor O'Malley. With over $20 billion in assets under management, BAM employs more than 1,900 people across 20 offices in the U.S. and Canada, Europe, the Middle East, and Asia. The firm’s 165 investment teams span six strategies, including Equities Long/Short, Equities Arbitrage, Macro, Commodities, Systematic, and Growth Equity. Balyasny’s mission is to deliver to its investors absolute, uncorrelated returns in all market environments.


Financial Services
Lawrenceville, Georgia, USA
24 Employees

Synergy Financial Partners (SFP) is an independent financial services company dedicated to changing the way Americans plan for the future. By offering innovative concepts and products for its customers as well as an entrepreneurial driven opportunity for its associates, SFP is the emerging leader in the financial services industry. We believe a company represents a “culture.” At Synergy Financial Partners our culture is based on the coming together of people around a common set of values, beliefs, and purpose. It’s more than products and services, or commissions and income. It is about sharing a common cause. It is about our customers and our associates achieving peace of mind. Our purpose is to inspire individuals, families, and businesses to seek the wellbeing and security that comes from being prepared and able to survive the financial challenges and emergencies, thereby offering them the peace of mind to live their life to its greatest potential. Our goal is to connect with people who believe what we believe, and then to work shoulder to shoulder with them in pursuit of a common goal; building a business that gives families the peace of mind that comes from knowing that you have a sound financial plan in place. If these values and ideals resonate strongly within you, then Synergy Financial Partners is for you!


Consulting • Financial Services
San Diego, California, USA

Optima Office provides outsourced accounting, CFO, COO and human resource services.


Fintech • Financial Services
23 Offices
221 Employees

Old Point is a family of organizations designed to meet all of your financial needs. Their employees live, work, and shop in the footprint in which they serve, and they pride themselves on creating a better community every day. Visit OldPoint.com to discover Old Point National Bank, Old Point Trust, Old Point Mortgage, and Old Point Insurance. Old Point National Bank is a full service community bank that offers everything from sophisticated commercial banking services and reasonably priced consumer services to good, old fashioned personal service. We offer convenient branch locations throughout Hampton Roads and surcharge-free access to over 55,000 ATMs worldwide as part of the Allpoint ATM network. We are committed to helping our community through support of hundreds of local charitable organizations. Old Point Trust is the oldest and largest trust company headquartered in Hampton Roads, providing sophisticated wealth management solutions since 1926. Old Point Mortgage proudly assists customers nationwide with all of their new home and refinance loan needs. We offer trusted, transparent, and responsible lending and you'll find everything you want in a mortgage loan experience. Old Point Insurance offers a full suite of personal and commercial insurance offerings, including home, flood, automobile, group health/life, and more. We make sure our customers have the insurance plan that protects what matters most to them. Here are just a few of the reasons that we believe that you should consider banking with Old Point: • Old Point is about people, community, and lasting relationships. • Decisions are made locally - right here in Hampton Roads. • Our advisory boards are made up of individuals who are genuinely committed to community involvement and growth. • Our reputation is built on customer service delivered by friendly, knowledgeable staff committed to servicing the needs of our customers.


Fintech • Insurance • Financial Services
Fully Remote, USA
66 Employees

We’re on a never-ending journey to change how you think about insurance—again and again. From a pragmatic chore to an opt-in lifestyle, from a transactional relationship to a community of the like-minded. We approach insurance with creativity, continually revisiting, redesigning, and reimagining how it can be a force for better living. We’ve got some new, exciting things in the works that you don’t want to miss, so turn those post notifications on! And– WE’RE HIRING! Our team is quickly growing so keep an eye out for open positions. We’re stoked that you’re here.


Financial Services
San Diego, California, USA
159 Employees

Mulligan Funding exists to provide invaluable financial solutions to the small and medium-sized businesses that fuel our country. Through our unique ability to combine technology, a human touch, and unwavering integrity, we help those we serve bring their dreams to life. We believe trust is earned one client at a time. We look forward to earning yours. https://www.MulliganFunding.com


Coupons • eCommerce • Enterprise Web • Fintech • Marketing Tech • Retail • Financial Services
Fully Remote, USA
70 Employees

Amid today's inflationary environment, the demand for online money-saving tools like cashback rewards and coupons has reached unprecedented levels. At the same time, the financial services landscape is undergoing a transformation, with banks seeking to expand their strictly-transactional role, instead becoming integral to customers' financial well-being through education, rewards, and value-added offerings. This is where Wildfire meets demand, with a cutting-edge white-label cashback rewards platform designed to cater to the needs of banks, card issuers, and other enterprises. Our platform enables the seamless delivery of shopping rewards and coupons directly to a bank's customer base. By leveraging Wildfire's rewards platform, banks not only enhance customer engagement, build positive brand associations, and foster loyalty, but also provide practical money-saving tactics to customers grappling with high prices. Wildfire's white-label cashback rewards platform empowers businesses to offer their own customized rewards programs, boosting customer retention and satisfaction. In a world where customers are seeking financial relief while shopping, Wildfire offers a compelling solution. Wildfire also launched RevenueEngine.ai in Q3 2023. This platform is the industry's first solution for monetizing ecommerce transactions driven by generative AI-powered applications, plugins, and products. RevenueEngine.ai turns AI-created product recommendations from general and specialized chatbots, predictive text, or other software that generates or enhances content into monetized, revenue-driving ecommerce links to nearly 60,000 online merchant programs around the world. Whenever products are mentioned in generated content, RevenueEngine transforms those product mentions into monetizable links so that creators can earn a share of purchases made through those links.


Financial Services
Tulsa, Oklahoma, USA
48 Employees

Stanfield + O'Dell is a leading, full-service consulting and CPA firm that enables not-for-profits, businesses and families to become more successful. Our trusted professionals combine the latest technology with decades of experience to bring you expert, timely solutions. We value each client and work hard to help you reach your unique goals. Our dedication to your success is the reason our very first client is still among those we are privileged to serve today.


Financial Services
Nashville, Tennessee, USA
15 Employees

Axe Payments is a recognized leader in the payment processing industry. Nearly 20,000 businesses nationwide look to us to help facilitate merchant processing strategies that save money without causing business disruption. Our executive team has over 40 years of combined experience in payment processing technologies and services. How do we do this? We ensure our merchants receive 100% of their purchase price, regardless of payment type, by automatically adding a convenience fee to any customer transaction being paid by credit card. 100% of the purchase price is transferred into the merchant’s business account generally within 24 hours, effectively ensuring payment equality, regardless of payment type. Our merchants save an average of $15,000 or more, annually, as part of our Cash Discount program.


Financial Services
Cleveland, Ohio, USA
141 Employees

Maloney + Novotny is one of Ohio’s largest full-service CPA and business consulting firms and celebrates 90 years of helping clients achieve their goals and financial success. The Firm provides attest, tax and advisory services through a long-term relationship built on trust and service. Maloney + Novotny is a member of Nexia International, a worldwide network of independent accountants, business advisors and consultants.


Financial Services
Atlanta, Georgia, USA
25 Employees

Applied Economics is a leading financial advisory firm specializing in corporate finance and business valuation services. Since it's founding in 1998, our firm has assisted publicly-traded and privately-held middle market businesses, attorneys, accountants, and private equity groups with valuation, capital raising, and merger & acquisition advice. Headquartered in Atlanta, Georgia, Applied Economics has performed approximately 2,000 client engagements for clients locally, nationally and worldwide.


Financial Services
New York, New York, USA
41 Employees

Financial security starts at work. Learn how Guardian Group Benefits helps employers create that security through comprehensive employee benefits. To learn more visit our privacy policy: https://www.guardianlife.com/guardian-privacy-statement


Fintech • Financial Services
2 Offices
823 Employees

Fenergo develops leading SaaS financial technology solutions to improve client lifecycle management (CLM) and support regulatory compliance. We connect the world’s financial institutions with their customers to transform the overall experience and relationship. We help firms feel safe by continuously monitoring risks and ensuring regulatory compliance. By enabling operational efficiency and digital transformation, we drive value creation to solve the problems of today and anticipate those of tomorrow. Our technology enables financial institutions to transform the end-to client onboarding and lifecycle experience; continuously monitor risks and ensure regulatory compliance (across KYC, AML, ESG, Tax, SFTR, and Data Privacy frameworks); and enhance operational efficiency. Since 2009 we have developed best-in-class technology to help future proof financial institutions across the buy- and sell-sides. Today, with a global footprint across 14 countries, we remain committed to creating solutions that enable you to operate in complete confidence.


Big Data • Blockchain • Financial Services • Cryptocurrency • Web3
Fully Remote, USA
150 Employees

Messari is the leading provider of market intelligence services and offerings that help professionals navigate the crypto economy with confidence. For individuals and institutions alike, Messari combines deep analysis, data, news, events, and powerful software features to improve industry transparency and drive smarter participation in crypto. Learn more at messari.io.


Fintech • Payments • Financial Services
San Francisco, California, USA
2,014 Employees

At Flutterwave, we are on a mission to build payments infrastructure to connect Africa to the global economy. We do this by building technology, tools, and infrastructure for businesses and banks who want to provide a more seamless and secure payments experience for their customers. Founded in 2016 by a team of African finance and technology veterans from Standard Bank, PayPal, Google Wallet amongst others. Flutterwave has grown to become one of the fastest growing payments companies in the world. Since inception Flutterwave has processed close to $2 billion in payments and 25 million transactions across over 33 African countries where it currently operates. It has attracted significant investment from experienced Fintech investors such as Ycombinator Continuity Fund (investors in Stripe), Greycroft (investors in Braintree and Venmo), Greenvisor Capital, Omidyar Network, and Glynn Capital amongst others. In 2017 Flutterwave was named Africa’s best fintech company at the Apps Africa Innovation Awards.


Fintech • Financial Services
Draper, Utah, USA
1,882 Employees

HealthEquity administers Health Savings Accounts (HSAs) and other consumer-directed benefits for our more than 12 million accounts in partnership with employers, benefits advisors, and health and retirement plan providers who share our mission to connect health and wealth and value our culture of remarkable “Purple” service.


eCommerce • Fintech • Payments • Software • Financial Services
4 Offices
75 Employees

AccountsIQ is smart cloud accounting software that transforms your finance function. With innovative accounting automation tools to help you complete tasks with ease and deliver accurate insights right across your organisation. All of this from one application and in real-time. AccountsIQ's award-winning cloud-based Financial Management Software (FMS), launched in 2008 in Dublin, simplifies how multi-entity businesses capture, process and report their results. It provides anytime-anywhere access to dynamic businesses, growing via subsidiaries, branches, SPVs or through a franchise model. Its unique architecture allows it to consolidate thousands of entities in a group. Its open API allows integration with 3rd party software and it is already integrated with TransferMate Global Payments, Lightyear, BrightPay, Kefron AP, Chaser, Stripe, Fusebill, Salesforce and ISAMs. AccountsIQ is now used by 4,000 businesses across 85 countries. Blue chip partners and customers across a range of sectors enjoy worldwide 24/7 access to top level FMS functionality and smartphone apps. These deliver comprehensive consolidated results and a superior level of business insight. AccountsIQ was awarded Enterprise Accounting Software of the Year 2019 and 2018, was a finalist in 2020 and has been ranked in the top half of the Deloitte’s Technology Fast 50 high growth index for the past 6 years. Take a look at the powerful, flexible and multi-dimensional GL behind AccountsIQ: https://www.accountsiq.com/


Financial Services
5 Offices
1,000 Employees

Founded in 1863 in South Bend, Indiana, 1st Source Bank has offered clients a convenient and friendly way to bank for over 155 years. At 1st Source, we listen to our clients, understand their needs and always keep their best interests in mind. 1st Source Bank remains the largest locally controlled financial institution headquartered in the northern Indiana-southwestern Michigan area. We operate banking centers across our region, boast 1st Source Bank Specialty Finance Group locations nationwide, as well as several Wealth Advisory Services locations and 1st Source Insurance offices. We deliver a comprehensive range of banking services along with highly personalized attention to our clients, both individuals and businesses. Our mission is to help our clients achieve security, build wealth and realize their dreams. Additionally, for over 155 years, 1st Source Bank has been giving back to our communities to actively help build good places to live, work and raise our families. This service to our community is one of our principal values and has defined who we are and how we do business. Member FDIC | Equal Housing Lender