Top Tech Companies (2,738)
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Imagine a world where every individual has a financial and wellness plan. The harsh reality is that more than 90% of people don’t have access to trustworthy financial or wellness guidance. They are navigating the murky waters of the financial & wellness system alone, falling prey to predatory practices, and sinking deep into the paycheck-to-paycheck cycle where one's wellbeing is sacrificed. At Wealth & Wellness, we set out to redefine wealth. Our mission is to create a rich synergy between wealth and wellness where wealth is a healthy balance across the 8 dimensions of wellness: 1. Mental Health 2. Emotional Health 3. Physical Health 3. Spiritual Health 4. Financial Fitness 5. Energy Management 7. Professional Development 8. Social Health / Relationships We’re waking up to a new luxury, WELLNESS. So we provide our clients with the right tools & resources to integrate all 8 dimensions in their lives, including financial planning. We ultimately want to help our clients create the right financial & wellness plan for them to enjoy a life with good overall health, financial fitness, deep & meaningful relationships and much more. In the financial arena, we have partnered with Transamerica, one of the largest financial firms, whose passion is using this link between wealth and health to optimize how they help people plan for the future. The reason is simple: without health, wealth is harder to achieve and maintain. Transamerica has been helping people feel better about the future for more than 100 years. They provide investment, retirement, and life insurance solutions to more than 11 million customers throughout the U.S. In the health arena, we have partnered with Inside Tracker, to provide you with an ultra-personalized nutrition system that analyzes data from your blood, DNA, and habits. For more information about our firm and the services we offer, send us a quick email or a direct message. Warm Regards, Fiorella Misenti CEO & Founder
Simplified payments for your business, is our business.
Fintech (Financial Information Technologies) is a payment and data solution for the alcohol industry. We're dedicated to saving businesses time and money by offering a safe, secure way for alcohol purchases to be paid electronically. Using Fintech’s award winning system, both alcohol distributors and retailers are able to regulate alcohol payments and control purchases. As a result, businesses can ensure invoices are paid on time, utilize detailed reconciliation reporting, and guarantee state liquor law compliance. Immediate Benefits: • Elimination of cash, checks and money orders • Enhanced security and prevention of loss and fraud • Quicker deliveries (time reduced by an average of 15 minutes per delivery) • Electronic invoicing with line-item detail reporting • Analysis of purchase data to help businesses control alcohol spend • Assurance of state liquor law compliance Since its start in 1991, Fintech has been committed to providing the alcohol industry with a superior data and electronic payment service that refines financial security and preserves the integrity of businesses within the structure of the liquor laws governed by each state.
Halstatt is a family owned investment firm headquartered in Naples, Fla. Katie Sproul, Halstatt’s CEO is the great granddaughter of Barron Gift Collier, the founder of Collier County, Fla. The Sproul family has been instrumental in the development of Florida for more than half a century. Halstatt and its network of affiliated firms manage Halstatt’s capital across a broad range of asset classes as well as that of a select number of family office and institutional investors.
Russell Investments is a leading outsourced CIO (OCIO) partner and global investment solutions firm providing a wide range of investment capabilities to institutional investors, financial intermediaries, and individual investors around the world. Building on an 87-year legacy of continuous innovation to deliver exceptional value to clients, Russell Investments works every day to improve the financial security of its clients. The firm is the world’s sixth-largest investment adviser, with $1 trillion in assets under advisement (as of June 30, 2022) and $288.3 billion in assets under management (as of March 31, 2023) for clients in 32 countries. Headquartered in Seattle, Washington, Russell Investments has offices in 19 cities around the world, including London, New York, Toronto, Sydney, Tokyo, and Shanghai.
Southern Bancorp is more than a bank. It is an opportunity center, a place where anyone can receive help no matter where they may be on their financial journey. We provide affordable and responsible banking products and financial development services to rural and underserved communities in the Mid-South. To do this important work, we must have dedicated, mission-focused employees who want to do well in life by doing good in their communities. As Arkansas Money and Politics’ Best Bank and one of Arkansas Business’ Best Places to Work, Southern Bancorp is a great organization to join wherever you are in your career.
Founded in 1990 and headquartered in Novato, CA, Bank of Marin is a leading business and community bank in Northern California with assets of almost $4 billion. Bank of Marin provides commercial banking, personal banking, specialty lending and wealth management and trust services throughout its 31 branches and 8 commercial banking offices located across 10 counties. Specializing in providing legendary service to its customers and investing in its local communities, Bank of Marin has consistently been ranked one of the “Top Corporate Philanthropists" by the San Francisco Business Times and one of the “Best Places to Work” by the North Bay Business Journal. For more information, go to www.bankofmarin.com.
BTIG is a global financial services firm specializing in institutional trading, investment banking, research and related brokerage services. Located throughout the U.S., and in Europe, Asia and Australia, our professionals leverage their expertise to service clients at every stage of the investment lifecycle. Fueled by our passion to help maximize results for our institutional and corporate clients, BTIG offers personalized multi-asset class execution, expertise and insights worldwide across equities, equity derivatives, ETFs, fixed income, futures, commodities, foreign exchange, interest rates, credit, and convertible and preferred securities. The firm’s core capabilities include global sales, portfolio, electronic and outsource trading, transition management, investment banking, prime brokerage, capital introduction, corporate access, research and strategy, commission management and more. With a team of seasoned industry experts, BTIG provides end-to-end solutions for a diverse global client base. As we look to unlock value and propel growth for clients, we are consistently capturing market share year after year. Committed to excellence, we are proud of our rich history of designing solutions that help our clients achieve their objectives. For more information about BTIG, please visit www.btig.com. Member of FINRA and SIPC.
Most people spend years searching for the right certified public accountant. Fortunately, you have found us. Explore our site and learn how MJC can help enhance your financial success. Our areas of expertise include Accounting & Assurance Services, Tax Services & Business Consulting Service. If you are a potential client, let us show you what our existing clients already know: how our personal commitment can play a key role in your success. When you need an experienced advisor, you can count on us.
Mesh is the best-in-class platform and API for companies to verify the identity and credentials of SMBs & professionals, and onboard them frictionlessly. We are on a mission to build the world's most trusted digital identity network for professionals and businesses on the Internet. We make it simple, quick, and delightful for modern companies to know who they are doing business with in B2B e-commerce, financial services, and other sectors. Our team brings 20+ years of senior-level experience developing and launching global products for Amazon.com, expertise in the background screening industry, cybersecurity experience serving military & Fortune 500 companies, and technical know-how with AI/ML and data privacy . Learn more at https://www.mesh.id/
Investment, wealth and alternative managers, asset owners and insurers in 30 countries rely on Charles River IMS to manage USD $36 Trillion in assets. Together with State Street’s middle and back office services, Charles River’s cloud-deployed front office technology forms the foundation of State Street Alpha℠. Charles River helps automate and simplify the investment process across asset classes, from portfolio management and risk analytics through trading and post-trade settlement, with integrated compliance and managed data throughout. Charles River’s partner ecosystem enables clients to access the data, analytics, application and liquidity providers that support their product and asset class mix. We serve clients globally with more than 1,200 employees in 11 regional offices. (As of Q4 2021)
Connecting Financial Institutions to Payment Innovation
Accept in-person, online, over-the-phone, and POS payments with our traditional and fee-based payment options and improve profits. Our secure, cloud-based payment technology, combined with our expert knowledge of alternative fee models can deliver the perfect customized solution to reduce costs while accelerating your receivables. Our intelligent platform makes payment acceptance easy for in-person, online, and installment plan transactions. Integration is easy with existing front-end and back-end systems. IntelliPay's no-fee alternative payment options are trusted by Governments, SMB's, enterprises, financial institutions, governments, utilities, schools, healthcare providers, medical practices, service providers, law firms, unions, and non-profits.
Our mission at Achieva Credit Union is to provide financial solutions that help members simplify their lives and achieve their goals. Established along Florida’s Suncoast in 1937, Achieva Credit Union provides GOOD banking experiences to people from all walks of life. Unlike a bank, we are not-for-profit, and are owned and operated by the members we serve. That means that we’re accountable to you, not outside shareholders. With 23 branches and over 150,000 members, our field of membership is always growing. Join today and see why banking is GOOD with Achieva.
Finfare is building an intelligent banking and financial ecosystem for businesses and individuals alike. We have an ambitious plan of rolling out products that sets new industry standards for customization, security, and tangible benefits. We believe in smart finance-management; which is why we are building our platform on the backbone of modern AI. Whether you’re looking for streamlined operations, or to modernize and optimize personal finances– Finfare has the answer!
Here at Five States, we cherish the connections we build with our investors and believe in being prudent guardians of the assets our investors place with us. Founded in 1985, Five States is a private equity investment firm focused on cash flow-generating opportunities in energy. We aim to build portfolios of high-quality assets that will produce long-term income for our investors. For more about Five States, visit fivestates.com
For more than 150 years, Pacific Life has helped millions of individuals and families with their financial needs through a wide range of life insurance products, annuities, and mutual funds, and offers a variety of investment products and services to individuals, businesses, and pension plans. Whether your goal is to protect loved ones or grow your assets for retirement, Pacific Life offers innovative products and services that provide value and financial security for current and future generations. Pacific Life counts more than half of the 100 largest U.S. companies as its clients and has been named one of the 2022 World’s Most Ethical Companies® by the Ethisphere Institute. For additional company information, including current financial strength ratings, visit www.PacificLife.com. Pacific Life refers to Pacific Life Insurance Company and its affiliates, including Pacific Life & Annuity Company. Client count as of June 2022 is compiled by Pacific Life using the 2022 FORTUNE 500® list. Learn more about Pacific Life: www.instagram.com/pacificlife www.twitter.com/pacificlife www.facebook.com/PacificLife www.youtube.com/user/PacificLifeInsurance Please review our social media guidelines: paclife.co/social
We got tired of seeing our friends and family struggle under the crushing weight of debt. So in 2013, we did something about it. We built a marketplace filled with banks and credit unions looking to help people refinance their student loans. We used that network to bring people great rates. And we did it all from a tiny office in Cleveland, OH. In other words: we started Splash Financial. Since then, we’ve become a national leader in student loan refinancing. We’ve opened over 100,000 accounts, and handled over $6 billion in refinancing requests. Plus, we’ve successfully launched personal loans, with the same commitment of service to our customers. At the end of the day, we’re still that little company from Cleveland with a big dream: to make people more powerful than their debt.
DATCU Credit Union, founded in 1936, is a full-service, member owned, not-for profit financial institution celebrating 86 years in North Texas. They have a long-standing tradition of superior service and currently serve about 100,000 members; Membership is open to anyone living or working in Denton, Cooke, Wise, Montague, Clay, Collin, Tarrant, Dallas, Grayson, Jack, or Parker counties in Texas. All are invited to take advantage of the products and services the credit union offers.
We’re the largest charting and data platform as well as social network for investors – trusted by over 70 million users across over 190 countries. Founded in 2011, we have offices in London and New York, with a global team speaking over 20 languages and backed by top American VCs. Our open source charts and commercial libraries power tens of thousands of financial products worldwide, including CME, Refinitiv, Twitter, Binance, and many others. TradingView delivers comprehensive, real-time and historical financial data for professional and retail investors. We are the system of choice for financial institutions worldwide. Major traditional and alternative asset managers, banks, and commodity firms utilize our institutional-grade solutions at a remarkably competitive price.
