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Insurance • Financial Services
Fargo, North Dakota, USA
977 Employees

People matter at Bell Bank – and it shows in how our team members treat each other, our customers and those around us. As members of the Bell Bank family, we provide unequaled personal service, working in the best interest of those we serve. Our award-winning workplace promotes success, recognizes achievement – and offers an environment focused on having fun while helping others. At Bell, we build careers. We build community. We positively impact lives around us. Employees are actively encouraged to volunteer (receiving 16 hours of paid volunteer time annually), and our unique Pay It Forward initiative has empowered more than $17 million in employee giving to people and causes we care about. Founded in 1966 and headquartered in Fargo, North Dakota, Bell has grown to become one of the nation’s largest independently owned banks. A family- and employee-owned company, Bell has full-service bank locations in North Dakota, Minnesota, and Arizona and mortgage offices in multiple states. Bell Bank is a Member FDIC, Equal Employment Opportunity Employer and an Equal Housing Lender (we lend without regard to race, color, religion, national origin, sex, handicap or familial status). Investment and wealth management services are not FDIC insured, have no bank guarantee, may lose value, not a deposit and not insured by any federal government agency.


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
Sacramento, California, USA
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.


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


Artificial Intelligence • Fintech • Information Technology • Financial Services
2 Offices
88 Employees

Trullion is revolutionizing the accounting world with its AI-powered platform designed for finance teams, accountants, and auditors. By automating financial workflows, Trullion increases efficiency, prevents costly oversights, and drives collaboration. Our mission is to build accounting and audit technology that people love, making the industry more efficient, transparent, and human-oriented. Established in 2019, Trullion is headquartered in New York, with offices in Tel Aviv and London. We are backed by Aleph, Third Point Ventures, Greycroft, StepStone Group, and leading global CFOs, offering a customer-centric experience from speedy implementation to a convenient managed service model.


Insurance • Financial Services
Washington, District of Columbia, USA
5,760 Employees

The Federal Deposit Insurance Corporation (FDIC) preserves and promotes public confidence in the U.S. financial system by insuring deposits in banks and thrift institutions for at least $250,000; by identifying, monitoring and addressing risks to the deposit insurance funds; and by limiting the effect on the economy and the financial system when a bank or thrift institution fails. For policies and disclaimers visit: http://fdic.gov/about/policies/


Information Technology • Business Intelligence • Financial Services
Wichita, Kansas, USA
495 Employees

Multi-unit companies require expert staff and leading technology to perform key business processes such as Accounting, Payroll, and Benefits Administration. Unfortunately, many companies don’t have the resources to invest in the people and technology they need, leaving leaders and teams overwhelmed, distracted, and falling behind. At InfoSync, we believe you should be focused on strategic business priorities, not administrative processes. That’s why operators of more than 10,000 locations across 90 brands trust us with their Accounting, Payroll, and Benefits Administration. We work to reduce costs, provide access to updated technology, and deliver industry insight and expertise so leaders can shift their focus from administrative tasks to leading their company toward growth and success. InfoSync has offices located in Wichita, Kansas, Pittsburg, Kansas, Oklahoma City, Oklahoma, and Dallas, Texas, serving 190 multi-unit companies across 90 brands and 11,000 locations throughout the United States.


Financial Services
San Diego, California, USA
67 Employees

RIVO Holdings provides personal service and exceptional quality in the financial services industry for a national customer base. Our services preserve consumer choice and increase access to credit for millions of American families. A people centered organization, RIVO Holdings provides opportunity and innovation to both our team members and customers. We aspire to be a company dedicated to promoting a welcoming and rewarding environment for our team members; while offering an exceptional customer experience through the use of cutting-edge technology, quality service, and unwavering commitment.


Fintech • Financial Services
Fort Lauderdale, Florida, USA
76 Employees

Founded in 2018, Qolo is the B2B payments hub for the New Economy with a mission to help businesses navigate today’s complex payments and financial transactions landscape. We empower businesses to manage payments efficiently with an eye toward growth and reduced expense. Qolo supports companies wherever speed, security and cost of payment are important including gig worker payouts, distribution payments, multi-currency and cross-border businesses and modern fintech firms. Our founding team is composed of experts and entrepreneurs in payments with more than a century of combined industry experience. Demand more: Omnichannel Payments for Fintech.


Financial Services
Salt Lake City, Utah, USA
19 Employees

Black Cliffs Partners is a private investment firm headquartered in Salt Lake City, Utah, which partners with successful companies and entrepreneurs to promote successful and sustainable growth. Black Cliffs supports the goals of business owners whether by providing capital, operational expertise, or by creating a liquidity event and transition. Black Cliffs’ team has experience as investors and entrepreneurs and looks to have a hands-on collaborative relationship with owners. In addition to private company investments Black Cliffs’ team is also an active real estate investor.

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Artificial Intelligence • Enterprise Web • Fintech • Software • Financial Services
8 Offices
30 Employees
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Fintech • Software • Financial Services
Chicago, Illinois, USA
345 Employees
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Fintech • Financial Services
16 Offices
1500 Employees
tastytrade/ tastylive/ tastyfx/ tastycrypto Thumbnail
Fintech • News + Entertainment • Software • Financial Services
Chicago, Illinois, USA
265 Employees
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Artificial Intelligence • Cloud • Fintech • Professional Services • Software • Analytics • Financial Services
18 Offices
2500 Employees
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Fintech • Software • Financial Services
Fully Remote, USA
170 Employees
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Fintech • Payments • Business Intelligence • Financial Services
3 Offices
480 Employees
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Fintech • Insurance • Financial Services • Cryptocurrency
New York, New York, USA
83 Employees
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Fintech • Mobile • Other • Payments • Social Impact • Financial Services • App development
West Palm Beach, Florida, USA
120 Employees

Consulting • Financial Services
Dallas, Texas, USA
21 Employees

The Salesforce Consulting Partner for Financial Services We are an employee-first and client-success-focused boutique end-to-end Salesforce Silver Consulting Partner with an exclusive focus on Financial Services and deep expertise across all Salesforce products. We partner with our clients to help them get the most out of their investment in the Salesforce platform to meet business goals and objectives. Our full suite of Salesforce Consulting services includes cloud implementations, marketing automation, integrations, data migrations, advisory, and managed services. Whatever your needs, we're here to serve. Salesforce Partner. Tableau Partner. Financial Services Cloud. Sales Cloud. Service Cloud. Experience Cloud. Pardot. Marketing Cloud. CPQ. Mulesoft. Datorama. Interaction Studio. Salesforce Scheduler. High Velocity Sales. Tableau CRM.


Financial Services
Providence, Rhode Island, USA
225 Employees

Providence Equity Partners is a premier private equity investment firm with approximately $32 billion in aggregate capital commitments. Providence Equity Partners pioneered a sector focused approach to private equity investing with the vision that a dedicated team of industry experts could build exceptional companies of enduring value. Since the firm's inception in 1989, Providence has invested in more than 170 companies and has become a leading private equity firm specializing in growth-oriented investments in media, communications, education and technology. Providence Equity Partners is headquartered in Providence, R.I. (USA) and also has offices in New York and London. Visit www.provequity.com/portfolio for a comprehensive list of all investments.


Financial Services
Phoenix, Arizona, USA
28 Employees

Oceanview Life and Annuity Company focuses on providing high-quality retirement products and services to its policyholders and maintaining financial protection over the life of their policies. Oceanview offers fixed annuities that are distributed through networks of agents, banks, and broker-dealer intermediaries in select states. Oceanview has partnered with Oceanview Asset Management, LLC, a wholly-owned subsidiary of Bayview Asset Management, LLC (“Bayview”), to serve as Oceanview’s investment manager. In May 2018, Bayview raised $1 billion of equity capital from institutional investors to fund Oceanview. Bayview, headquartered in Coral Gables, FL, is an investment management firm primarily focused on mortgage credit. Bayview has a proven track record of investing since 1995 and manages Oceanview’s portfolio with an emphasis on high-quality mortgages and other related assets. As of June 30, 2021, Bayview oversees approximately $14.9 billion in assets under management.


Financial Services
Salt Lake City, Utah, USA
42 Employees

Thousands of CPAs use Suralink to manage PBC request lists, securely transfer documents, and improve the client experience. The Suralink platform combines a dynamic PBC list, assignment workflow, and secure file hosting to deliver a more efficient and organized engagement. For the first time, everyone involved has a real time view of the document collection process. The easiest way to interact with your clients. Request a demo at https://www.suralink.com


Financial Services
San Francisco, California, USA
12 Employees

The promise of technology is to bring social mobility to life, creating better conditions for humanity as well as democratizing access to services, capital and well being. We are passionate about using technology for making the world a better place and creating alpha by investing in companies that are moving the needle giving access to capital, better employment opportunities or financial inclusion. For investors that want to participate in getting alpha by creating a better world alpha impact 8 was created.


Financial Services
Dallas, Texas, USA
157 Employees

Founded in 2009, Town Square Mortgage has built a strong reputation as a preferred mortgage lender by serving the needs of homebuyers, real estate professionals, and builders. Town Square Mortgage is an all-inclusive mortgage lender dedicated to finding you a home loan that meets your specific needs. Having the loan process in-house, Town Square Mortgage has the resources to provide our clients and partners with efficient closing times. Whether you're a first-time homebuyer or seasoned borrower, we offer a full spectrum of financing options to choose from and we’ll work with you directly to determine what works well for you. Our expert team of lending professionals is here to provide you with a seamless process, offering support and keeping you informed every step of the way. To learn more about how we can assist you, visit www.tsmlending.com, or call us at 972-292-7600. Copyright© 2021. All Rights Reserved. Town Square Mortgage & Investments, LLC Equal Housing Lender. NMLS 144975. 17300 Dallas Parkway, Ste. 1030, Dallas, TX 75248. 972-292-7600. Licensed by the Texas Department of Savings and Mortgage Lending, SML Mortgage Banker Registration. Expires 12/31/21. Colorado Mortgage Company Registration, Regulated by the Division of Real Estate. Expires 12/31/21. Licensed by the Florida Office of Financial Regulation, Mortgage Lender Servicer License # MLD1309. Expires 12/31/21. Licensed by the Oklahoma Department of Consumer Credit, Mortgage Lender License # ML011816 & ML011996. Expiration Date 12/31/2021. www.tsmlending.com, nmlsconsumeraccess.org


Financial Services
Atlanta, Georgia, USA
26 Employees

Capital Directions is one of Atlanta's largest wealth management firms and we focus on providing financial leadership to successful professionals and their families. In addition, we provide coaching and third-party asset management services to CPA firms throughout the country. We have been recognized by Schwab Institutional as one of the fastest growing firms and best managed firms over the past 10 years. Capital Directions was also named on the Financial Times’ FT 300 List for 2020. Our purpose is to lead our clients to the achievement of their goals while growing firm profitability to create opportunities for all team members. Our core operating principles are: We always put the client's interest ahead of our own. We value profitability over growth We respect and recognize each team member's contribution


Software • Financial Services
Austin, Texas, USA
55 Employees

AB Private Credit Investors provides financing to middle market companies for acquisitions, including leveraged buyouts; recapitalizations; refinancings; and growth investments. We offer a range of financing solutions customized for the needs of our borrowers. We provide secured loans including first lien, unitranche, and second lien loans. We also selectively consider investments in mezzanine debt, structured preferred stock, and minority equity co-investments. We manage approximately $12.5 billion in investable capital (as of March 31, 2022), and can make sizable commitments to facilitate new and repeat transactions to support the growth needs of our borrowers. We are relationship-focused, with a long history of supporting the growth needs of our borrowers. We partner with leading financial sponsors but also lend to non-sponsored companies, including family-owned businesses and public companies in need of a private debt solution. While we lend to a broad set of industries, our professionals have a deep understanding of certain targeted industry sectors. This sector knowledge allows us to tailor financings to a company's specific needs and ensure quick and efficient transaction execution. DISCLAIMER: The views expressed herein may change at any time after the date of posting. This information does not constitute investment advice. This information should not be construed as sales or marketing material or an offer or solicitation for the purchase or sale of any financial instrument, product or service sponsored by AB Private Credit Investors (AB-PCI), AllianceBernstein L.P. (AB) or its affiliates. The information contained herein are from sources believed by AB-PCI and AB to be reliable. No representation or warranty is made concerning the accuracy of any data compiled herein. For additional information please visit http://www.abglobal.com/GO/ABPCI.


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.


Financial Services
San Francisco, California, USA
12 Employees

Zetta invests in intelligent enterprise software. We partner with companies building software that learns from data to analyze, predict and prescribe outcomes. We lead or co-lead $1-5M funding rounds.