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Insurance • Financial Services
Omaha, NE, US
35 Employees

Pattern is a group of physician-only financial consultants who have provided trusted advice to thousands of doctors and practices from around the globe. We significantly invest in educating our clients about financial products and services and take the time to build a strong working relationship predicated on loyalty and trust. Working with thousands of physicians through the years has given us an understanding of the opportunities and obstacles faced by physicians and their practices. This allows us to cater specific solutions and advice to help simplify their lives and reach their financial goals.


Financial Services
Dallas, TX, US

We enable financial institutions to outsmart, not outspend, the Megabanks by providing the nation’s most successful cloud-based digital banking platform. The Alkami Platform humanizes digital banking so banks and credit unions can confidently grow, adapt quickly, and build a thriving digital community.


Financial Services
Atlanta, GA, US
61 Employees

SFA Partners provides shared services to a family of companies – The Strategic Financial Alliance (SFA), Strategic Blueprint and SFA Insurance Services – with a shared passion for helping independent advisors succeed. We are a full-service partner, regardless of your business model or affiliation preferences. And we’re here to empower independent financial advisors with the supportive environment, tools and expertise they need, with no cookie-cutter solutions. And, as a member of our SFA Partners advisor community, you’ll never feel alone. Strategic Blueprint, our corporate RIA, serves the independent financial advisor who wants to run a primarily fee- and planning-based business on their terms, but who also wants a frictionless, turnkey service experience. Strategic Blueprint advisors retain their brand, their data and their equity. And for those who want to maintain registration with a broker-dealer for commission-based services, there is an opportunity to affiliate with sister-firm, SFA. Both leverage SFA Partners’ due diligence expertise resulting in a varied and deep platform of investment solutions, including a wide array of alternative investments to help advisors creatively guide their clients in achieving their financial objectives. For more information on Strategic Blueprint, please visit our website https://www.strategicblueprint.net/ or contact us at [email protected] or (678) 954-4000. And for more information The Strategic Financial Alliance (SFA) or SFA Insurance Services, please visit our website https://www.thesfa.net/ or contact us at [email protected] or (678) 954-4000.


Financial Services
5 Offices
314 Employees

Maven implements both fundamental and quantitative trading & market making strategies across global financial markets, utilising only the group’s capital. We see ourselves just as much a technology firm as a multi-strat trading firm. We aim to equip our traders with the best tools we can. We channel the advances in computer learning, processing power and network capacity into streamlining and improving all aspects of the trading operation, from front office to settlements. This is paired with meticulous and attentive execution and conservative risk management. If you would like to learn more about working at Maven please visit: https://www.mavensecurities.com/work-at-maven/


Automotive • Fintech • Information Technology • Analytics • Financial Services
Austin, TX, US
180 Employees

Open Lending specializes in loan analytics, risk-based pricing, risk modeling and automated decision technology for automotive lenders throughout the United States. Open Lending’s flagship product, Lenders Protection™, is a unique auto lending enablement platform. It utilizes proprietary data and advanced decisioning analytics to provide lenders with a powerful way to increase near and non-prime auto loan volumes, without adding significant risk to their auto loan portfolio.


Financial Services
Kentwood, MI, US
19 Employees

Regal Financial Group is a full-service financial firm specializing in retirement planning, investment management, and multi-generational planning. We believe a client’s trust should be placed in the hands of knowledgeable experts with credentials such as the: Certified Financial Planner, Chartered Financial Consultant, and Chartered Life Underwriter. Our approach to financial planning does not contain piecemeal recommendations or transactional product offerings but rather tailored financial plans customized around your unique set of goals. We build long-term relationships throughout the years to monitor and adjust the plan along the way.


Fintech • Financial Services
2 Offices
1,198 Employees

Headquartered in Lewisville, TX, Stearns Lending, LLC and its affiliated entities have provided 31 years of mortgage lending services throughout the United States where licenses are held. Stearns’ business channels include wholesale and financial institution groups.


Financial Services
Kingswood, TX, US
65 Employees

GrowthForce is a recognized industry leader in providing growing businesses with cloud-based bookkeeping, management accounting and controller services, delivering timely and actionable financial intelligence. By leveraging teams, advanced features of QuickBooks, and cloud technology, our dedicated U.S. based service professionals optimize and integrate your accounting and financial systems and standardize and automate your business processes. We perform the daily/weekly/monthly finance functions from our secure hosted environment, allowing you to build your business, not your finance department. For more information visit http://growthforce.com.


Financial Services
Denver, CO, US
2 Employees

Tokken ® is a mobile platform that extends banking services to cash intensive, un-bankable businesses. We launched this company to address one of the biggest regulatory discontinuities of the 21st century -- legal cannabis and banking. However, we soon realized that there is a greater need for a consumer- focused, secure payment system in other cash heavy industries. Thus, we created a platform that leverages the latest technological innovation in cryptography and data management to offer banking and payment services to a growing segment of the under-banked and un-banked. The timing of our launch is particularly important as it overlaps two major technological trends in consumer spending: widespread adoption of mobile payment systems and the emergence of cryptocurrencies. Tokken ® platform is designed to provide integrated proxy banking and payment processing services to cash-intensive businesses (currently focusing on the legal cannabis industry). These enterprises are considered high-risk by most financial institutions due to their average daily volume of cash that exposes them to potential money laundering schemes. We solve this problem by creating a virtual barrier to cash placement and, by extension, money laundering by excluding use of cash in transactions on our platform. All of our payments are originated using Electronic Funds Transfer protocols, namely ACH and Credit.


Financial Services
Sandy Springs, GA, US
22 Employees

We lead people to financial security, and we do it at their place of business because most people do all their financial planning at work. People spend an average of seven minutes per year making their benefits decisions, so shouldn't it be easy to follow the path that's best? No matter your company size, as long as you care about the future of your employees, we want to hear from you!

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Fintech • Financial Services
Chicago, IL, US
843 Employees
Ascent Thumbnail
Artificial Intelligence • Enterprise Web • Fintech • Software • Financial Services
8 Offices
30 Employees
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Fintech • Software • Financial Services
Chicago, IL, US
345 Employees
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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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Big Data • Fintech • Information Technology • Insurance • Financial Services
3 Offices
6000 Employees
OppFi Thumbnail
Fintech • Social Impact • Financial Services
Fully Remote
455 Employees
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Fintech • News + Entertainment • Software • Database • Financial Services
7 Offices
560 Employees
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Cloud • Fintech • Machine Learning • Database • Analytics • Financial Services • Automation
Fully Remote
150 Employees

Financial Services
Sunrise, FL, US
20 Employees

Financial Recovery Group (FRG) helps health plans and physician groups create transparency in risk contracting, improve financial performance of value-based arrangements and maintain payment integrity through online analytical reporting and expert claims audit services. AccuReports® is FRG's flagship application, and AccuAudit is FRG's top notch claims auditing framework. AccuReports® enables healthcare financial managers to identify opportunities to improve financial performance and achieve quality care delivery goals in value based arrangements. Health plans choose AccuReports® to communicate the performance of risk contracts with full transparency, and Physician Groups use its dynamic dashboards and drillable reports to quickly uncover actionable insights. AccuReports® users are Medicare and Medicaid health plans administrators and over 700 independent physician associations (IPA’s) nationwide. FRG's AccuAudit services uniquely blends high-volume data mining processes with customer- and claim-specific senior auditor sample reviews to deliver top quality payment accuracy assessments. Our team’s expertise covers adjudication by multiple claims systems including Xcelys, Facets and proprietary third party administrator systems, and our accuracy is unmatched. We offer ad hoc and ongoing support engagements and provide claims re-pricing, overpayment analysis, recovery letter, collections and payment-posting services. We have recovered tens of millions of dollars for our clients by auditing claims across the spectrum of contract and health plan types. FRG also provides tailored consulting service through our Advisory service. Our team of healthcare finance analysts can will regularly review your financial performance information and deliver written recommendations on trends and opportunities in a concise, easily digestible, and ready-to-distribute format. Our personalized and highly specialized attention ensures that the unique information needs of your organization are met and that findings are meaningful to your stakeholders and decision makers.


Financial Services
San Antonio, TX, US
55 Employees

1 in 2 people are short less than $50 before payday. This leads to stress, no savings, and the possibility for overdraft fees and payday loans. FloatMe offers a mobile app to help millennials cover cash gaps and improve their finances. Our product is accessed via a mobile app available on both iOS and Android. Our mission is to help people make better financial decisions. We were established in 2018 and are headquartered in San Antonio, Texas, with additional locations in Austin, Texas and Cleveland, Ohio.


Financial Services
Boston, MA, US
12 Employees

CoinMover provides digital currency services at retail locations throughout the United States. Buy or sell cryptocurrency at our machines with just a smartphone wallet app and cash in as little as 90 seconds.


Financial Services
West Valley City, UT, US
176 Employees

Clicklease is the payment solution that says “yes.” Our innovative payment solution connects equipment vendors with small businesses through flexible, affordable payment plans. The solution’s proprietary algorithm doesn’t need to consider FICO scores for approval, empowering customers who can’t get funding otherwise. Business owners simply shop for the equipment they need on their favorite vendor websites, click to apply for Clicklease payments, complete the 4-minute application, receive instant approval, and enjoy same-day funding. Our solution is a win-win. It not only helps small businesses buy what they need to succeed, it helps equipment vendors sell what they need to grow. And when businesses grow, so do families, communities, and economies.


Financial Services
Stamford, CT, US
20 Employees

BestEx Research provides execution algorithms for equities, futures and FX to buy- and sell-side institutions globally. Our rigorous quantitative approach to algorithm design delivers a suite of global, multi-asset algorithmic trading products that dramatically reduce execution costs. Our cloud based algo management system, AMS, is a completely new way to engage with execution, combining execution algorithms with real-time analytics, order management, real-time and historical transaction cost analysis, reporting, and customization.


Financial Services
Columbus, OH, US
156 Employees

CBC Companies is a privately held business, originally founded in 1948 as the Credit Bureau of Columbus. Today, CBC Companies is the holding company for a family of businesses which provide various risk management, data and lending support services. The Company’s brands include: AmRent Byte Software Factual Data DataVerify DataVerify Flood Services Ibbie Innovis SBS Valuation & Property Solutions


Fintech • Financial Services
11 Offices
258 Employees

Sound provides authentic and trusted financial support and services with full-service branches around the Puget Sound. A Northwest original since 1940, we’re one of Washington State’s largest credit unions, driven by the purpose of standing with members, employees and the community through all waves of life. If you're passionate about helping people with real-life needs, you’ve come to the right place. Sound Credit Union offers competitive wages, generous benefits, and a great workplace environment. We look for team members who interact with people in a caring manner, have a can-do approach, look for ways to say “yes,” and who would never say “that’s not my job.” If you believe “customer service” is not a department, but rather an attitude, we invite you to apply.


Financial Services
Sacramento, CA, US
22 Employees

Acorn Finance is the world’s first embedded lending marketplace for home improvement financing, empowering borrowers, lenders, contractors and software providers to achieve their goals. Borrowers can shop for the best rates from the best lenders, all within a few seconds and fewer clicks. Contractors can increase sales by offering financing to customers at no extra cost to themselves. Software providers to the home improvement industry can add value for contractors and enhance the homeowner’s buying experience by embedding Acorn Finance’s solution within their estimates and invoices. Lenders can reach more homeowners while also testing the ideal rates for optimum engagement.


Professional Services • Consulting • Financial Services
Houston, TX, US
830 Employees

alliantgroup, LP is the leading international tax specialty services provider, working with CPA firms and their clients to ensure companies receive the full benefit of federal and state tax incentives to create jobs and spurring innovation. No other firm has alliantgroup's combination of talent, resources, and experience to substantiate business claims. We hear time and again from our clients how much they value our industry knowledge, attention to detail, and consideration for their time. Our people and culture set us apart as a firm, and our staff includes professionals from a diverse array of fields, including architecture, engineering, software development, chemistry, and accounting. alliantgroup also maintains an active Strategic Advisory Board of former law and policymakers, bringing a deep bench of expertise from Washington insiders on the forefront of tax legislation. In addition, our firm works closely with industry and CPA organizations to educate and spread the word of the many credits and deductions available to small to medium-sized businesses.


Insurance • Financial Services
3 Offices
1,098 Employees

PURE is a specialty property and casualty insurer dedicated to helping a membership of responsible people protect high value homes, jewelry, artwork and other fine assets. We opened for business more than 15 years ago with the goal of offering something different in the insurance space: a company focused on promoting transparency, alignment of interests and doing what’s right. Our focus helps to keep premiums fair and service astonishingly good. After growing at least 15% year over year since inception, we are the most awarded insurer in our category, offering coverage in all 50 states. Today, our membership is made up of more than 100,000 financially successful individuals and families and continues to grow sustainably. #LoveYourInsurance #JoinTheClub