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Financial Services
San Diego, CA, US
1,129 Employees

Cetera Financial Group empowers the delivery of professional financial advice to individuals, families and company retirement plans across the country. We support independent and institutions-based advisors, tax professionals, and bank and credit union investment programs, ensuring they have the objective research, regulatory guidance, technology, tools and resources they need to help them and their clients pursue their dreams for the future. While our multiple distinct firms allow us to customize how we serve the needs of each advisor and investment program, all are united through our exclusive Advice-Centric Experience™, which makes the delivery of financial insight and advice more efficient, more transparent, and more human. Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), Cetera Financial Specialists LLC, and First Allied Securities, Inc. All firms are members FINRA / SIPC. Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services


Software • Financial Services
New York, NY, US
78 Employees

Hold Brothers Capital, LLC is a leading direct access trading firm that deals primarily with the trading of domestic equities. A self-clearing broker-dealer, the firm is a member of the FINRA and SIPC. Hold Brothers offers the latest technology to traders providing high speed direct access to the equity markets though proprietary software and API connectivity. This fast, efficient operation offers comprehensive summary reporting and superior technology and service. The mission of Hold Brothers is to maximize the efficiency of its traders by providing superior trading technology, support services, and maintaining the integrity of its traders order flow by prohibiting third party access and in house mirroring. They strive to lead the industry through a proactive and ongoing quest for innovation and a total commitment to their trader's success. By offering competitive prices, timely, accurate market information and a state-of-the-art trading environment, Hold Brothers builds a strong foundation for continued growth. Hold Brothers is dedicated to the art of trading, maintaining the highest standards of excellence and integrity. Facebook - https://www.facebook.com/hold.brothers/ Twitter - https://twitter.com/HoldBrosCapital Google+ - https://plus.google.com/u/3/+HoldBrothersCapitalNewYork/about Youtube - https://www.youtube.com/channel/UCsxP3yCEzkFfKkCU15yCzjg


Agency • Professional Services • Software • Consulting • Financial Services
2 Offices
150 Employees

We are a Remote Assistant or Customer Service Representative company established in 2018. We assist companies in managing their work in a process-oriented and cost-effective way and measure everything with reports and analytics. We help companies with traditional pain points, including operations and execution. While working behind the desk, we help clients save on operational costs by up to 70% and reduce the time spent on operational tasks by 60%, allowing them to focus on what they do best – their core business.


Financial Services
Anaheim, CA, US
199 Employees

Centaurus Financial, Inc. is a national independent broker/dealer licensed to offer securities and insurance products in all fifty states. Centaurus is registered with the SEC (Securities & Exchange Commission) and is a member of SIPC (the Securities Investor Protection Corporation). Founded in 1992, Centaurus Financial was formed with a singular focus – to provide a platform of unparalleled service, support, technology and education to independent financial advisors in the securities industry.


Financial Services
Nashville, TN, US
16 Employees

Well, one answer is that we're great with numbers and people say we're fun to work with. The "suit and tie"​ answer would be that Jacobs, Cohen & Associates is a full service certified public accounting firm located in Nashville, TN. We're experts in offering the whole gamut of accounting services to help you and your business succeed.


Financial Services
Louisville, GA, US

Integra Systems Queensborough was formed in 1994 by banking and IT professionals. The company has extensive experience in regulatory compliance, lending, operations, and financial reporting. IQ Solutions can help all industries such as banks, insurance companies, automobile dealers, and others comply with the OFAC, BSA, and Patriot Act requirements. Integra offers a broad range of products from stand-alone server solutions to web-based products in an effort to protect your company


Cloud • Fintech • Financial Services
New York, NY, US
146 Employees

Beacon Platform is the premier enterprise innovation platform designed to supercharge developer productivity, enabling innovative financial services firms to get more value out of their R&D. Beacon partners with and empowers clients to become change agents in their organizations through cutting-edge technology tools. Beacon is developing the future of financial services on the cloud. Beacon gives businesses and their developers the flexibility and scale they need to gain a competitive edge. Beacon removes the shared pain of designing new applications and strategies by streamlining the development and deployment process, enabling teams to rapidly experiment with new solutions and business models, all on the cloud. Beacon provides clients with a powerful set of cross-asset trading and risk tools and analytics out of the box, including full access to source code, and lets them build on top.


Financial Services
Kilmarnock, Virginia, US
242 Employees

A 123-year-old community bank with roots in the Northern Neck of Virginia. Spreading the good word of responsible community-based banking. Currently 16+ locations throughout the Northern Neck, Middle Peninsula, Williamsburg, Chesterfield, Newport News, and Richmond. Member FDIC Equal Housing Lender


Financial Services
San Jose, CA, US
11 Employees

Listo provides Latino communities in the US with financial services that not only help them meet their needs today but also turn their dreams into reality. Customers trust Listo because we treat them with respect and transparency, helping them make the smartest decisions that are optimal for their situation.


Financial Services
New York, NY, US
224 Employees

Know Your Customer (KYC) regulation is evolving and so are the costs and impact on the global financial industry. Encompass' intelligent process automation platform for KYC dramatically improves the client experience, significantly speeding up KYC processes. Encompass automates gathering, processing and collation of primary and premium information and news discovery for KYC purposes - be that for new customer onboarding, event-driven refresh, or remediation. Using customers’ existing internal KYC policies and processes, Encompass constructs corporate ownership structures, discovers beneficial owners, and comprehensively screens entities and persons for risk - be that across structured watchlist data sets or unstructured adverse media sources. Advanced intelligent process automation builds a comprehensive KYC profile from multiple sources, facilitating fast, confident decisions. Encompass delivers a single platform to manage clients from large corporations through to small and medium sized enterprises and individuals.

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Fintech • Payments • Software • Financial Services
3 Offices
900 Employees
Ascent Thumbnail
Artificial Intelligence • Enterprise Web • Fintech • Software • Financial Services
8 Offices
30 Employees
Beyond Finance Thumbnail
Fintech • Financial Services
2 Offices
1400 Employees
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Fintech • Mobile • Social Impact • Financial Services
New York, NY, US
99 Employees
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Fintech • Financial Services
8 Offices
1825 Employees
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Big Data • Fintech • Information Technology • Business Intelligence • Financial Services • Cybersecurity • Big Data Analytics
38 Offices
13000 Employees
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Information Technology • Professional Services • Retail • Software • Consulting • Financial Services • Agriculture
14 Offices
2000 Employees
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eCommerce • Fintech • Hardware • Payments • Software • Financial Services
15 Offices
12000 Employees
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Fintech • Mobile • Payments • Software • Financial Services
12 Offices
6000 Employees

Information Technology • Financial Services
New York, NY, US
822 Employees

Virtu is a leading financial firm that leverages cutting edge technology to deliver liquidity to the global markets and innovative, transparent trading solutions to our clients. We combine our market structure expertise and execution technology to provide deep liquidity and competitive bids and offers in over 19,000 securities, at over 235 venues in 36 countries and unrivaled execution technology to our clients, while creating more efficient and stable markets worldwide. We strongly believe that transparency enables market participants to make better, more informed decisions while making markets more efficient. We strictly adhere to our core set of client values with each and every trade: Transparency, Reliability & Virtue.


Financial Services
Atlanta, GA, US
200 Employees

Windham Brannon is a recognized leader in providing assurance, tax, and advisory services to clients both nationally and globally. Our mission is to create exceptional outcomes for our clients and our people, offering more than just technical insight you would expect – we offer more proactivity, more attention and more investment into goals and priorities. Our best-in-class professionals are responsive and diligent as your trusted advisors, getting ahead of your needs so you can be well-positioned within the marketplace. • Dedicated Client Focus – We act as your trusted advisor, providing legendary client service that is attentive, collaborative and personalized to meet your needs. • Industry Expertise – Our professionals possess premier knowledge and technical skill in a variety of industries, including national and global resources. • Results-Driven Approach – As a trademark of our client service, we are motivated to deliver beyond the results you expect to help you succeed. Learn more at www.windhambrannon.com


Cloud • Financial Services
Oakland, CA, US
73 Employees

Gappify, founded in 2016, is a cloud-based software provider of accrual automation solutions for mid-market and enterprise accounting teams. The company is headquartered in Oakland, California, with offices in New York, and Manila, Philippines. Our team consists of accountants and CPA’s from Big Four public accounting firms, software innovators, and strategic advisors from some of the largest and most recognized technology companies in the world. Website


Fintech • Mobile • Software • Financial Services
Palo Alto, CA, US
264 Employees

Wealthfront is a nextgen banking service. We help you manage your money for both your short-term and long-term goals by providing a Cash Account with checking features and high interest, best-in-class automated investment management, and free financial advice, anytime you want it. We entered into the banking space in a big way this year with the launch of our cash account that offers an interest rate 5x greater than the national average. We’ve been overwhelmed by the response and have grown nearly 100% this year already to manage nearly $20 billion in total client assets. Our ultimate vision is to optimize and automate all of our clients’ finances and build what we call Self-Driving Money™️. We want clients to be able to automatically deposit their paycheck into their Wealthfront account, and let us take care of the rest — paying their bills, topping off their emergency fund or 401(k), and investing the rest based on their specific goals and lifestyle. Join us so you can help us turn this industry on its head and build a service that our clients don't just like, they love. Wealthfront integrates investing and banking services to make it delightfully easy to build long-term wealth. We're on a mission to build a financial system that favors people over institutions and we're just getting started. Through the power of automation, we deliver personalized, powerful products to help both sophisticated investors and those just starting out learn, lower their costs, and grow their wealth. We're one of the highest rated financial app in the Apple App Store and have been recently named the best robo-advisor and cash management accounts by Nerd Wallet and Investopedia. Want to help us re-architect the financial industry?


Artificial Intelligence • Software • Energy • Financial Services
Menlo Park, CA, US
39 Employees

Gridium is a leading decarbonization partner for building owners and their operators. We empower building teams to reduce energy spend and usage faster, deeper, and more economically—through a combination of AI-driven energy performance analytics and turnkey project development and financing solutions.


Financial Services
Washington, DC, US
27 Employees

Credit Builders Alliance (CBA) is an innovative, non-profit social enterprise that empowers a diverse and growing network of hundreds of nonprofits to help low- and moderate-income individuals and families build strong credit and other financial assets. Our Philosophy: Good credit is essential to achieving and maintaining financial stability. This is an elusive goal for millions of low-income and underserved individuals and families excluded from the credit mainstream. CBA believes that mission driven nonprofits are uniquely positioned to help these struggling households build credit as an asset. We are honored to support our Credit Building Community with timely, relevant, and actionable credit-building tools and solutions!


Financial Services
Geneseo, NY, US
436 Employees

Coast Professional, Inc. (Coast) Mission Statement Coast is a top-performing call center services company that specializes in onshore omni-channel solutions, accounts receivable management, and back-office functions for public and private entities. Our mission is to perform services with the highest standards of integrity, efficiency, and ethics. We develop rapport with companies and consumers, create long-term relationships with clients, and improve communities through philanthropic initiatives. We further our corporate culture of compliance, customer service, and teamwork by investing in our most valuable asset: our people. We maintain a professional environment and always do what is right.


Professional Services • Financial Services
6 Offices
24,500 Employees

At Mercer, we believe in building brighter futures. Together, our 25,000 employees in over 130 counties are helping redefine the future of work, reshape retirement and investment outcomes, and unlock real health and well-being. For over 75 years, we’ve provided trusted advice and solutions to build healthier and more sustainable futures for our clients, colleagues and communities. Balancing economics and empathy in our approach, we work side by side with you to find solutions to benefit your people and your business. By turning ideas into actions that spark positive change, we help you enrich employees’ lives and careers and drive innovation, progress and performance. Mercer is a business of Marsh McLennan. Get to know us better: Click the “learn more” button at the top of the page to discover everything we do to help you meet the needs of today and tomorrow. Follow us on Twitter at @Mercer.


Financial Services
Bensalem Twp, PA, US
139 Employees

Simpay is delivering on its vision to provide our clients with a 360° Total Business Solution, encompassing virtually every stage of a business' life-cycle. We're a Trevose, PA-based Fintech company, provides Human Capital Management services, commercial insurance coverage, integrated payment acceptance, and growth tools for businesses across North America. Since our very beginnings in 2000, our commitment to simplicity, quality, and transparency has been the basis of everything we do


Fintech • Information Technology • Financial Services
New York, New York , US
170 Employees

Enstoa is the only company dedicated to maximizing the financial performance of the built environment throughout every stage—from design and construction to handoff and maintenance. With an accelerated approach to digital transformation, a seasoned global team, and decades’ worth of valuable benchmarking data, Enstoa delivers powerful ways to help our clients achieve digital transformation, reduce the costs of their capital projects and assets, and optimize return on investment.