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Financial Services
Sevierville, Tennessee, USA
119 Employees

Our Vision: To be the premier provider of financial services in the markets we serve. Our Mission: The mission of Citizens National Bank is to provide a positive and distinctive banking environment by exceeding Our Clients'​ expectations with every interaction; serving Our Communities with an unwavering commitment, economically or otherwise, as a proud corporate citizen; ensuring Our People have the opportunity to grow personally and professionally; and providing Our Shareholders the benefits and rewards of ownership through enhanced enterprise value. Our Promises: We believe that listening is critical to understanding. We want to clearly understand your needs and concerns in order to ensure we serve you effectively. We want to help you achieve your financial goals and be a financial partner for you and your family. We promise to listen with the intent to understand so that our service exceeds your expectations. We believe in servant leadership. We understand that when communities thrive, everyone has an opportunity to succeed. Because you entrust CNB as your financial partner, we are able to serve our communities through charitable giving, volunteering and involvement in community initiatives, as well as, lending that supports economic growth. Supporting our community is a fundamental part of our mission – a mission that requires us to put our values into action and make a difference. We promise to strive to make a difference and support our communities to ensure they continue to flourish. Innovation is not limited to the large tech companies of the world. In fact, we constantly evaluate our technology and processes to ensure your information is safe and secure. We also evaluate how our products and services are delivered to you in an effort to make sure we provide a great experience whether it is on your mobile device, home computer or in one of our branches. We promise to seek innovative, responsible solutions that provide a personalized banking experience.


Fintech • Other • Real Estate • Sharing Economy • Financial Services
Dallas, Texas, USA
40 Employees

Nada is an investment, finance, and banking platform that has redefined how everyone accesses real estate assets. ‍ Nada was founded on the belief that the financial system built around real estate assets was far too restrictive and unnecessarily complicated. We realized that the industry insiders and the wealthy had an unfair advantage. So, we set out to level the playing field by creating new financial products with transparency and simplicity built into every step. Today, Nada is powered by a diverse group of talented and purpose-driven people who believe everyone deserves access to real estate wealth. We have created financial products enabling everyone to access home equity by investing as little as $250 in a single city or spending equity on a Visa® debit card. We're not just a company; we're a team of people who want to do good in the world.


Financial Services
Anaheim, California, USA
1,050 Employees

Carrington Mortgage Services, LLC ( “Carrington”) (NMLS ID #2600) is a national direct to consumer and wholesale lender. Our retail home lending division has community-based branches assisting borrowers with home financing opportunities and local real estate agents with their buyer clients. Our wholesale lending team assists mortgage brokers nationally providing fast, reliable service. We work as a team to make the mortgage process easier on you, the borrower, the agent or the broker.


Financial Services
Chicago, Illinois, USA
137 Employees

We're an independent firm focused on redefining the RIA's place in the wealth advisory world. With offices nationwide delivering truly integrated tax and wealth advice, we leverage the experience and insights of our talented professionals through a highly-collaborative team approach. We give advisors a place where they can provide personalized attention to their clients to help achieve both near and long-term financial and life goals.


Enterprise Web • Fintech • HR Tech • Financial Services
San Francisco, California, USA
200 Employees

We are building the modern credit bureau, and are giving people control over how their sensitive financial information is shared with lenders. We believe increasing data transparency and returning data controls to the consumer are two crucial steps toward improving the health and safety of the internet as we know it. The team at Truework is hyper-focused on building a better data economy through products that promote transparent transactions for both businesses and consumers alike. Our identity verification platform helps HR orgs, lending teams and background check processors improve privacy and unlock productivity by automating employment and income verifications. On the consumer side, we are giving employees unprecedented visibility into how their professional information is shared between third parties such as banks, mortgage lenders and employers. Transforming online identity by promoting privacy controls for users.


Financial Services
Luxemburg, Wisconsin, USA
105 Employees

Bank of Luxemburg is proud to be a community bank owned by shareholders in the area. We have years of local decision making expertise, catering to the local communities we serve. We are here for our customers through all stages in life, helping to manage life changing events. Trusted advisors support our customers. Bank of Luxemburg offers both convenience and expertise. We have multiple locations to meet your needs. Mission Statement: To have a positive impact on people's lives! SECURITY REMINDER for customers: Personal account information should not be included in posts for your security. Member FDIC Equal Housing Lender


Financial Services
Omaha, Nebraska, USA
8,400 Employees

At TD Ameritrade we help individual investors pursue their financial goals through our brokerage subsidiaries. For more than 40 years we have been serving individual investors – from the first-time investor to the sophisticated trader, and from the “do-it-yourself” to the “do-it-for-me” investor. We offer a broad range of investment tools and services – all at a great value. We engage with our clients in many different ways including online, on-the-go via mobile applications, over the phone or through independent registered investment advisors. Our clients choose how they want to work with TD Ameritrade – not the other way around.


Financial Services
Boston, Massachusetts, USA
22 Employees

Boston Millennia Partners provides private equity financing to high growth companies in the healthcare and life sciences industry. Our broad experience, combined with expertise in finance; operations; engineering; life sciences research and development; partnering with pharmaceutical companies; business development; executive recruiting; and law provides significant value to the companies in which we invest. Since the early 1980’s, members of our team have managed venture capital partnerships with very successful results for our investors and our entrepreneurs. The growth and success of our portfolio companies have, in turn, allowed us to grow and expand our capital base to over $700 million under management.


Financial Services
Tampa, Florida, USA
58 Employees

Hacker, Johnson & Smith PA is a firm of certified public accountants. The Firm was founded in 1974 and has grown due to our excellent reputation for providing superior service. We currently have offices in: Tampa, Fort Lauderdale and Orlando. Our Firm is registered with the Public Company Accounting Oversight Board (PCAOB) and is also a member of both the Center for Public Company Audit Firms and the Employee Benefit Plan Audit Quality Center sections of the American Institute of Certified Public Accountants (AICPA). Our services are generally limited to pending independent audit services and tax services for those audit clients. We understand that whether or not you're an entrepreneur starting a new business or a publicly held company your needs are similar. We have developed an expertise in a number of different industries, including SEC reporting public companies. Our philosophy remains quite simple, to become thoroughly familiar with your operations so we can provide the most efficient and cost effective audit and tax services. We believe this "personal touch"​ separates us from other firms and we urge you to seek the opinion of those we serve.


Professional Services • Financial Services
3 Offices
5,461 Employees

Each day is an opportunity to imagine and plan for tomorrow. To think ahead, anticipate, and peer around corners. To see what’s unfolding in our world. At Moss Adams, we believe in the power of possible. In the face of accelerating change—where so much seems unplanned, unmanaged, and uncertain—we’re inspired by the extraordinary potential companies and individuals possess to discover and claim their future. We advise clients at all intervals of development—from start-up to rapid growth and expansion, to transition—collaborating on what’s important to them and their business. Delivering a full spectrum of accounting, consulting, and wealth management solutions, we’re immersed in the industries we serve and contextualize engagements with guidance and insight tailored to the nuances of each situation. We view the world through new ideas and help our clients elevate their business performance. Join us as we help clients create and manage the future, and rise. Upward. Our service lines include: ● Assurance ● Tax ● IT Consulting ● Strategy & Operations ● Transactions Consulting ● Individual Wealth Management ● Institutional Wealth Management

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Fintech • Software • Financial Services • App development
Charlotte, North Carolina, USA
120 Employees
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Fintech • Financial Services
2 Offices
452 Employees
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Fintech • Financial Services
16 Offices
1500 Employees
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Information Technology • Professional Services • Retail • Software • Consulting • Financial Services • Agriculture
14 Offices
2000 Employees
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Fintech • Mobile • Payments • Software • Financial Services • Cryptocurrency
New York, New York, USA
200 Employees
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Fintech • Social Impact • Financial Services
New York, New York, USA
78 Employees
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Information Technology • Professional Services • Financial Services
Chicago, Illinois, USA
215 Employees
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Fintech • Information Technology • Software • Financial Services • Cryptocurrency
Boca Raton, Florida, USA
65 Employees
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Greentech • Professional Services • Business Intelligence • Consulting • Energy • Financial Services • Utilities
Chicago, Illinois, USA
55 Employees

Financial Services
New York, New York, USA
572 Employees

Decades of experience, over 130 investment managers and assets under management of EUR 336 billion (as of December 31, 2020) make us one of the most significant institutional players in the world of finance. Headquartered in Munich, and with our global offices in New York and Hong Kong, we offer institutional as well as private investors access to our investment expertise in all major asset classes and solutions geared to growth trends. Our versatile know-how in the field of public markets (including equities, bonds, currencies) and alternative assets (real estate, infrastructure, renewable energies and forestry & agriculture) together with our dedicated ESG focus complement each other in tailor-made solutions for our clients. The transfer of competence and knowledge with Munich Re supports us in seizing opportunities and identify risks prematurely. The incessantly dialogue between the interdisciplinary teams leads to holistic assessments of market movements and trends, which form the basis of our long-term performance success. Our core principle and mission is to focus on our clients' interests and objectives in order to achieve their financial goals together.


Financial Services
Bethesda, Maryland, USA
18 Employees

Lescault and Walderman, Inc. is a national business services consulting firm that has been offering a wide variety of Accounting and Consulting Services since 2006. We provide customized and innovative business management solutions to small and medium-sized businesses across various industries. Our Accounting Services include basic bookkeeping services (such as accounts payable/receivable, reconciliations, and reporting) and virtual CFO services (such as strategic planning, budgeting/forecasting, pricing and cost modeling and cash flow and profitability analysis). Our Consulting Services include business formation and accounting system design and implementation.


HR Tech • Payments • Software • Financial Services
Fully Remote, USA
38 Employees

Benepass is a platform to flexibly distribute benefits and non-salary compensation globally. Through our easy-to-use and highly customizable fintech platform, People teams can implement, administer, and track the modern benefits that their employees are looking for. Employers design their benefits and perks plan by setting a contribution amount and eligible spending categories. Every employee has their own individual definition of wellness and needs different things to help them be their most productive, fulfilled selves. Our card-first technology gives employees a physical and virtual VISA card with all their benefits from their employer coded on the card including: - Pre-Tax Benefits: Public Transit, Parking, Health FSA, Dependent Care FSA, HSA - Perks Programs: Wellness (Physical and Mental), Food, Family and Childcare benefits, Work from Home, Professional Development, LSA, and custom programs for your company! Today we’re the vendor of choice for 100+ clients representing 100,000+ employees in more than 30 countries.


Financial Services
Tempe, Arizona, USA
450 Employees

"Mortgages Simplified” describes what we do best. We take pride in making the mortgage process simple, quick, and easy — from start to finish. What set's On Q Financial, Inc. apart from the competition is our consultative approach to mortgage financing. We take into account our client's short and long-term financial goals when offering guidance to their selection of a mortgage product. Our clients can count on expert advice, high quality service and dependability in every interaction with On Q Financial, Inc. On Q Financial, Inc. is an Equal Housing Lender, NMLS 5645. https://www.nmlsconsumeraccess.org/ All Videos are property of On Q Financial, Inc. Any reproduction or republication of all or part of a video is expressly prohibited, unless On Q Financial has explicitly granted its prior written consent to the user.©


Professional Services • Consulting • Financial Services
3 Offices
7,307 Employees

FORVIS, LLP ranks among the nation's top 10 public accounting firms. FORVIS is driven by the commitment to use our forward vision to deliver Unmatched Client Experiences. FORVIS was formed in 2022 through the combination of two firms with more than 150 years combined experience, both committed to providing high-quality personal service. FORVIS brings a distinct legacy of what it means to provide professional services that go above and beyond. With more than 5,500 dedicated professionals who serve clients in all 50 states, as well as across the globe, FORVIS offers comprehensive assurance, tax, consulting, and wealth management services. Visit FORVIS.com for additional information. FORVIS is a trademark of FORVIS, LLP, registration of which is pending with the U.S. Patent and Trademark Office.


Financial Services
San Francisco, California, USA
14 Employees

Our mission is to ensure our future on Earth by enabling and accelerating every project that reduces humanity’s carbon footprint. Our plan is to support the permanent avoidance or removal of 1 billion tons of CO2e by 2030, scaling to 1 billion tons/year.


Financial Services
Metairie, Louisiana, USA
20 Employees

Headquartered in Metairie, LA, Compass Capital Management is a comprehensive financial services firm committed to helping clients improve their long-term financial success. We offer a wide range of quality financial products and the advice and expertise of experienced financial professionals in the industry. Securities and investment advisory services offered through Securian Financial Services, Inc., Member FINRA/SIPC. Securities dealer and registered investment advisor. Compass Capital Management is independently owned and operated. Certain individuals associated with Compass Capital Management are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. ("Securian"), a registered broker-dealer and investment adviser, member FINRA / SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. FINRA's BrokerCheck contains additional information about registered individuals and also indicates whether they are registered representatives and/or investment advisor representatives. You may also refer to their individual bio pages on this website to find their registration status. Not all registered persons are registered as investment advisor representatives. Only registered persons who are registered as investment advisor representatives use titles "advisor" or "financial advisor" and provide advisory services. For further questions about which individuals associated with Compass Capital Management are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian's behalf, please contact Securian at 1-800-820-4205. Compass Capital Management is independently owned and operated, an offers its own suite of products and services entirely independent of Securian.


Fintech • Financial Services
Los Angeles, California, USA
2 Employees

TwinFold Capital, is a privately-held family owned company headquartered in the heart of Los Angeles, California. Since 2008, TwinFold Capital has been a leading provider of working capital and merchant financing to small and medium sized businesses throughout the United States. Our honest approach and unparalleled commitment to our clients create a distinct advantage over our competitors. By accessing our innovative programs, strategic partnerships, market expertise, and keen understanding of our client’s needs, we leverage our extensive resources to ensure that every client receives the best customized funding options. Our goal is to make the funding process as seamless and painless as possible. Our passion, hard work, and dedication to the success of small businesses are some of the many reasons TwinFold Capital is The Best Reviewed Merchant Funding Company. We look forward to providing your business with CAPITAL YOU CAN BANK ON. Check us out on LinkedIn! https://www.linkedin.com/company/twinfold-capital/jobs


Financial Services
New York, New York, USA
42 Employees

Casdin Capital, LLC is a New York-based research investment firm focused on the innovations in molecular medicine currently reshaping Life Sciences and healthcare. Founded in 2011, and with an eye to long-term returns and disruptive technologies, Casdin Capital is an expert working with experts, benefiting from its position at the crossroads of the science and investment communities. As trusted investor-partners in both private and public companies, we collaborate with industry leaders to fuel their visions, adding energy, insight, and experience to our over $3 billion under management. As we push into new markets and new developments, we stick to our core principles—deep analysis, intellectual honesty, hard work and partnerships with the best people. That approach translates to thousands of conversations with the developers of the drugs, diagnostics, tools and technologies that power this industry, and the data assets and service companies that support the research and product commercialization. In our first ten years, Casdin’s hands-on approach and on-the-ground experience led us to identify the key innovations that are spurring today’s remarkable industry growth. Today, we remain just as focused. Life Sciences and Casdin Capital are just getting started.


Financial Services
Memphis, Tennessee, USA
12 Employees

McAdams Group, LLC has differentiated itself from the competition in numerous ways. By taking into account “worst-case scenarios” and having a more conservative approach to planning, we have been truly blessed to help hundreds of seniors in the Memphis area reach their goals without changing their lifestyles. By specializing in the entire universe of more conservative income and dividend-paying investments both inside and outside of the stock market, as well as sharing a philosophy of “not being married to any specific investment or strategy,” we’ve been able to work with our clients to help create a road map and give them a great deal of individual attention so they can focus on enjoying their lives. Our team approach to service has helped us earn a reputation for caring about our clients and we feel truly blessed that they have allowed us to be a part of their lives. www.sec.gov Investment Advisory Services offered through Sound Income Strategies, LLC, an SEC Registered Investment Advisory Firm. McAdams Group, LLC and Sound Income Strategies, LLC are not associated entities. McAdams Group, LLC is a franchisee of the Retirement Income Source. The Retirement Income Source and Sound Income Strategies LLC are associated entities.